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2022-02-15

Quite informative.. am worried about cfo and other vps dumping their stake. This explains why pins didn't impress even after beating estimates..

Is Pinterest Stock a Buy After Beating Earnings Expectations?

2022-02-11

Good and positive view but what about 10bn loss from Meta ?

Sorry, the original content has been removed

2022-02-08

Since the current level already factored in the ARM acquisition, can we expect correction now ?

NVIDIA and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited

2022-02-06

Quite informative.. seem to be a risky investment

For Meta, a Cheap Stock Isn’t Enough

2022-01-26

Good analysis.. I like autodesk and goog

Looking for Tech Stocks? These 3 Are Great Buys

2021-08-17

Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads

3 Top Cloud Computing Stocks to Buy Right Now

2021-08-17

Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..

3 Reasons to Buy AMD, and 1 Reason to Sell

2021-08-16

Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?

AMD, Intel, And Nvidia: Which Is The Best Chip Stock?

2021-08-15

Good read up.. thanks for sharing

Sorry, the original content has been removed

2021-08-12

Go nio

Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises

2021-08-12

Good

3 Nasdaq 100 Stocks to Buy Hand Over Fist in August

2021-08-11

Nio..nio..nio..

Sorry, the original content has been removed

2021-08-11

Am in for long term

What to Expect When Nio Reports Earnings

2021-07-29

Retail investor to rescue

Small-time traders turn 'dip buyers' in China share selloff

Go to Tiger App to see more news

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This explains why pins didn't impress even after beating estimates..&nbsp;","listText":"Quite informative.. am worried about cfo and other vps dumping their stake. This explains why pins didn't impress even after beating estimates..&nbsp;","text":"Quite informative.. am worried about cfo and other vps dumping their stake. This explains why pins didn't impress even after beating estimates..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095843781","repostId":"2211276915","repostType":2,"repost":{"id":"2211276915","pubTimestamp":1644809531,"share":"https://ttm.financial/m/news/2211276915?lang=&edition=fundamental","pubTime":"2022-02-14 11:32","market":"us","language":"en","title":"Is Pinterest Stock a Buy After Beating Earnings Expectations?","url":"https://stock-news.laohu8.com/highlight/detail?id=2211276915","media":"Motley Fool","summary":"The stock has been crushed over the last year, but revenue is still growing.","content":"<html><head></head><body><p>While many stocks have been trounced in the recent tech stock sell-off, few have fallen as hard as <a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b> </a>. Since peaking last February at nearly $90 per share, the stock has fallen off a cliff and sits around $26 a share, or about a 71% drop. Not all of the drop can be attributed to market over-reaction, as Pinterest has had some rough headlines this year related to a rumored <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings </b>takeover and a drop in monthly active users (MAUs).</p><p>After reporting fourth-quarter earnings on Feb. 3, the stock price took a step in the right direction by rising 11%. Analysts had set low expectations going in, so a beat wasn&#39;t difficult. However, it will take more than a few earnings beats to get investors back into the black on this investment. Were the results good enough to warrant hanging on to this fallen stock?</p><h2>Pinterest&#39;s user base fell again -- but is there light at the end of the tunnel?</h2><p>Heading into the quarter, analysts expected earnings per share (EPS) of $0.45 and revenue of $827 million, according to Refinitiv. Pinterest crushed these numbers by reporting EPS of $0.49 (a 9% beat) and revenue of $847 million (a 2% beat). Overall, quarterly revenue grew 20% year over year. Additionally, Pinterest sported an adjusted EBITDA (earnings before interest, taxes, debt, and amortization) margin of 41% with share-based compensation added back and 25% with it pulled out.</p><p>None of these metrics got the stock in hot water over the last year -- falling MAUs did. Sticking with this trend, Pinterest once again reported fewer MAUs.</p><table border=\"1\"><tbody><tr><th>Region</th><th>MAU</th><th>YOY Change</th></tr><tr><td>U.S.</td><td>86 million</td><td>(12%)</td></tr><tr><td>International</td><td>346 million</td><td>(4%)</td></tr><tr><td>Global</td><td>432 million</td><td>(6%)</td></tr></tbody></table><p>Source: Pinterest. YOY = Year-over-year.</p><p>Management warned investors of this trend last quarter but also gave some good news during the conference call. As of Feb. 1, MAUs were practically the exact same across the board as they were on Dec. 31, meaning the bleeding may have stopped. This is fantastic news for investors, as now they can focus on what I believe is the most important metric: average revenue per user (ARPU).</p><p>This metric measures how much revenue each user generates for Pinterest and is the primary driver of revenue growth once new customers are exhausted. ARPU saw great improvement in all regions during Q4, showcasing how Pinterest is improving its advertising and e-commerce listing business.</p><table border=\"1\"><tbody><tr><th>Region</th><th>ARPU</th><th>YOY Change</th></tr><tr><td>U.S.</td><td>$7.43</td><td>25%</td></tr><tr><td>International</td><td>$0.57</td><td>62%</td></tr><tr><td>Global</td><td>$1.92</td><td>23%</td></tr></tbody></table><p>Source: Pinterest. YOY = Year-over-year.</p><p>If Pinterest can stabilize its user base and grow its ARPU, the stock is just waiting to explode higher.</p><h2>Bailing leadership</h2><p>Perhaps no <a href=\"https://laohu8.com/S/AONE.U\">one</a> has been hurt more by the stock drop than Pinterest&#39;s leadership. As of last May, insiders owned more than 53 million shares, or about 8% of current shares outstanding. They saw their collective share value tumble from $4.8 billion to $1.4 billion -- ouch. Potentially as a result of turmoil within the company, seven heads of different departments -- including the <a href=\"https://laohu8.com/S/VP..UK\">VP</a> of sales and the head of core product -- left Pinterest over the past few months.</p><p>CEO and co-founder Ben Silbermann -- whose personal stake in Pinterest fell from $4 billion to $1.2 billion over the last year -- addressed this exodus in the quarterly conference call by explaining many of them left to join the same small private company. Regardless, if top executives like the CFO or Silbermann himself continue to leave, it could be a valid reason to dump the stock. If management doesn&#39;t have any confidence, neither should investors.</p><h2>2022 outlook</h2><p>Management discussed four primary areas of growth Pinterest is focusing on: advertisement automation, ad relevance and optimization, international expansion, and shopping. According to Silbermann, their goal is for businesses to approach Pinterest with an advertising budget and product and Pinterest can take care of the rest. He also mentioned Pinterest is far away from achieving this goal. Additionally, Pinterest is trying to make ads and shopping less obvious and flow with the general scheme of the website.</p><p>On the international expansion side, Pinterest still has plenty of geographies to optimize. CFO Todd Morgenfeld attributed 2021&#39;s international growth to expanding into western Europe. In 2022, the focus will be rolling out Pinterest in Latin American countries, like Colombia, Chile, and Argentina, as well as monetizing Japan.</p><p>Pinterest&#39;s valuation is far from expensive after the stock price drop.</p><p><img src=\"https://static.tigerbbs.com/653f63c8404b1c6d105995066a6ceecf\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>PINS PE Ratio (Forward) data by YCharts.</p><p>A forward price-to-earnings ratio of 28 for a company projecting growth of around 20% this year would be considered cheap. Because of this valuation, Pinterest is a relatively low-risk stock. Should MAUs stabilize -- as management indicated they are -- the stock really has no direction to go but up.</p><p>Throughout 2022, Pinterest might be rumored to be an acquisition target and continue to see some stock price volatility as a result. However, if Pinterest continuously turns them down, investors should be encouraged, as it means management believes future growth far outweighs the purchase price offered at the present.</p><p>With multiple monetization avenues in both domestic and international markets still to be perfected, Pinterest is a great stock to get in now. If you wait until Pinterest has succeeded by stabilizing MAUs and monetizing them, the stock price will have likely moved without you. If you buy in, holding for at least three to five years will give management time to execute its vision and generate the returns you want. Despite a rocky past year, Pinterest&#39;s future still looks solid.</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>Is Pinterest Stock a Buy After Beating Earnings Expectations?</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\">\nIs Pinterest Stock a Buy After Beating Earnings Expectations?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/13/is-pinterest-stock-a-buy-after-beating-earnings-ex/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While many stocks have been trounced in the recent tech stock sell-off, few have fallen as hard as Pinterest . Since peaking last February at nearly $90 per share, the stock has fallen off a cliff and...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/13/is-pinterest-stock-a-buy-after-beating-earnings-ex/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4077":"互动媒体与服务","BK4508":"社交媒体","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","PINS":"Pinterest, Inc.","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/02/13/is-pinterest-stock-a-buy-after-beating-earnings-ex/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211276915","content_text":"While many stocks have been trounced in the recent tech stock sell-off, few have fallen as hard as Pinterest . Since peaking last February at nearly $90 per share, the stock has fallen off a cliff and sits around $26 a share, or about a 71% drop. Not all of the drop can be attributed to market over-reaction, as Pinterest has had some rough headlines this year related to a rumored PayPal Holdings takeover and a drop in monthly active users (MAUs).After reporting fourth-quarter earnings on Feb. 3, the stock price took a step in the right direction by rising 11%. Analysts had set low expectations going in, so a beat wasn't difficult. However, it will take more than a few earnings beats to get investors back into the black on this investment. Were the results good enough to warrant hanging on to this fallen stock?Pinterest's user base fell again -- but is there light at the end of the tunnel?Heading into the quarter, analysts expected earnings per share (EPS) of $0.45 and revenue of $827 million, according to Refinitiv. Pinterest crushed these numbers by reporting EPS of $0.49 (a 9% beat) and revenue of $847 million (a 2% beat). Overall, quarterly revenue grew 20% year over year. Additionally, Pinterest sported an adjusted EBITDA (earnings before interest, taxes, debt, and amortization) margin of 41% with share-based compensation added back and 25% with it pulled out.None of these metrics got the stock in hot water over the last year -- falling MAUs did. Sticking with this trend, Pinterest once again reported fewer MAUs.RegionMAUYOY ChangeU.S.86 million(12%)International346 million(4%)Global432 million(6%)Source: Pinterest. YOY = Year-over-year.Management warned investors of this trend last quarter but also gave some good news during the conference call. As of Feb. 1, MAUs were practically the exact same across the board as they were on Dec. 31, meaning the bleeding may have stopped. This is fantastic news for investors, as now they can focus on what I believe is the most important metric: average revenue per user (ARPU).This metric measures how much revenue each user generates for Pinterest and is the primary driver of revenue growth once new customers are exhausted. ARPU saw great improvement in all regions during Q4, showcasing how Pinterest is improving its advertising and e-commerce listing business.RegionARPUYOY ChangeU.S.$7.4325%International$0.5762%Global$1.9223%Source: Pinterest. YOY = Year-over-year.If Pinterest can stabilize its user base and grow its ARPU, the stock is just waiting to explode higher.Bailing leadershipPerhaps no one has been hurt more by the stock drop than Pinterest's leadership. As of last May, insiders owned more than 53 million shares, or about 8% of current shares outstanding. They saw their collective share value tumble from $4.8 billion to $1.4 billion -- ouch. Potentially as a result of turmoil within the company, seven heads of different departments -- including the VP of sales and the head of core product -- left Pinterest over the past few months.CEO and co-founder Ben Silbermann -- whose personal stake in Pinterest fell from $4 billion to $1.2 billion over the last year -- addressed this exodus in the quarterly conference call by explaining many of them left to join the same small private company. Regardless, if top executives like the CFO or Silbermann himself continue to leave, it could be a valid reason to dump the stock. If management doesn't have any confidence, neither should investors.2022 outlookManagement discussed four primary areas of growth Pinterest is focusing on: advertisement automation, ad relevance and optimization, international expansion, and shopping. According to Silbermann, their goal is for businesses to approach Pinterest with an advertising budget and product and Pinterest can take care of the rest. He also mentioned Pinterest is far away from achieving this goal. Additionally, Pinterest is trying to make ads and shopping less obvious and flow with the general scheme of the website.On the international expansion side, Pinterest still has plenty of geographies to optimize. CFO Todd Morgenfeld attributed 2021's international growth to expanding into western Europe. In 2022, the focus will be rolling out Pinterest in Latin American countries, like Colombia, Chile, and Argentina, as well as monetizing Japan.Pinterest's valuation is far from expensive after the stock price drop.PINS PE Ratio (Forward) data by YCharts.A forward price-to-earnings ratio of 28 for a company projecting growth of around 20% this year would be considered cheap. Because of this valuation, Pinterest is a relatively low-risk stock. Should MAUs stabilize -- as management indicated they are -- the stock really has no direction to go but up.Throughout 2022, Pinterest might be rumored to be an acquisition target and continue to see some stock price volatility as a result. However, if Pinterest continuously turns them down, investors should be encouraged, as it means management believes future growth far outweighs the purchase price offered at the present.With multiple monetization avenues in both domestic and international markets still to be perfected, Pinterest is a great stock to get in now. If you wait until Pinterest has succeeded by stabilizing MAUs and monetizing them, the stock price will have likely moved without you. If you buy in, holding for at least three to five years will give management time to execute its vision and generate the returns you want. Despite a rocky past year, Pinterest's future still looks solid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092126573,"gmtCreate":1644559392525,"gmtModify":1676533941396,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good and positive view but what about 10bn loss from Meta ?&nbsp;","listText":"Good and positive view but what about 10bn loss from Meta ?&nbsp;","text":"Good and positive view but what about 10bn loss from Meta ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092126573","repostId":"1113677136","repostType":2,"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096110390,"gmtCreate":1644327513240,"gmtModify":1676533912938,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Since the current level already factored in the ARM acquisition, can we expect correction now ?","listText":"Since the current level already factored in the ARM acquisition, can we expect correction now ?","text":"Since the current level already factored in the ARM acquisition, can we expect correction now ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096110390","repostId":"1117021583","repostType":2,"repost":{"id":"1117021583","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644301816,"share":"https://ttm.financial/m/news/1117021583?lang=&edition=fundamental","pubTime":"2022-02-08 14:30","market":"us","language":"en","title":"NVIDIA and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1117021583","media":"Tiger Newspress","summary":"NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previou","content":"<html><head></head><body><p>NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.</p><p>“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”</p><p>SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.</p><p>“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman &amp; Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”</p><p>Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”</p><p>NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.</p><p>* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.</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>NVIDIA and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-08 14:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.</p><p>“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”</p><p>SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.</p><p>“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman &amp; Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”</p><p>Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”</p><p>NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.</p><p>* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117021583","content_text":"NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman & Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098693734,"gmtCreate":1644111069845,"gmtModify":1676533890509,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Quite informative.. seem to be a risky investment&nbsp;","listText":"Quite informative.. seem to be a risky investment&nbsp;","text":"Quite informative.. seem to be a risky investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098693734","repostId":"1108894266","repostType":2,"repost":{"id":"1108894266","pubTimestamp":1644024937,"share":"https://ttm.financial/m/news/1108894266?lang=&edition=fundamental","pubTime":"2022-02-05 09:35","market":"us","language":"en","title":"For Meta, a Cheap Stock Isn’t Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=1108894266","media":"Barrons","summary":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal resul","content":"<html><head></head><body><p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.</p><p>And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.</p><p>Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.</p><p>By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.</p><p>Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.</p><p>The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.</p><p>The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.</p><p>Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.</p><p>On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.</p><p>“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.</p><p>On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.</p><p>The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.</p><p>Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.</p><p><b>Falling Hard</b></p><p>Facebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.</p><p><img src=\"https://static.tigerbbs.com/aefbd1011b68d6770961169b97d76d54\" tg-width=\"1059\" tg-height=\"492\" width=\"100%\" height=\"auto\"/></p><p>To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&amp;P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.</p><p>Meta’s risks are growing and they’re no longer just about Facebook&#39;s legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.</p><p>Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>For Meta, a Cheap Stock Isn’t Enough</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\">\nFor Meta, a Cheap Stock Isn’t Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108894266","content_text":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.Falling HardFacebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.Meta’s risks are growing and they’re no longer just about Facebook's legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090204317,"gmtCreate":1643185980270,"gmtModify":1676533782801,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good analysis.. I like autodesk and goog","listText":"Good analysis.. I like autodesk and goog","text":"Good analysis.. I like autodesk and goog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090204317","repostId":"2205005816","repostType":2,"repost":{"id":"2205005816","pubTimestamp":1643028449,"share":"https://ttm.financial/m/news/2205005816?lang=&edition=fundamental","pubTime":"2022-01-24 20:47","market":"us","language":"en","title":"Looking for Tech Stocks? These 3 Are Great Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2205005816","media":"Motley Fool","summary":"These companies are reliable, provide vital services to their customers, and trade at a reasonable valuation.","content":"<html><head></head><body><p>At times, the markets can be quite stressful. Stocks can sell off for no reason other than broad-based volatility and macroeconomic factors like interest rates and inflation. While both those numbers are important for businesses and their profit potential, short-term emotional swings can provide investors with an extended time horizon -- an opportunity to buy stocks they like at a discount. This seems to be happening, especially with technology stocks, this month.</p><p><b>Autodesk</b> (NASDAQ:ADSK), <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> (NASDAQ:ADBE), and <b>Alphabet</b> (NASDAQ:GOOG)(NASDAQ:GOOGL) are three tech stocks that fit this bill. Each business has attractive unit economics, provides incredible value to its customer base, and has sold off to start 2022.</p><h2>Autodesk</h2><p>Autodesk sells software programs to architects, engineers, construction workers, and industrial workers, among other industries. Its core products are AutoCAD (its first product, started in 1982) and Revit, which both serve the architectural, design, and construction industries.</p><p>Revit was purchased by Autodesk in 2002 for $133 million in cash and has grown rapidly ever since. It is the most popular software program for designing buildings that follow Building Information Modeling (BIM) standards. BIM, at its most basic, means a 3D digital representation of a physical building, and it is slowly becoming the standard for the architectural and construction industry globally. Analysts expect the BIM industry to grow 3.7% annually through 2028. Given Revit&#39;s importance to the BIM industry, it should be able to ride this wave and grow its sales and profits at or above the industry average.</p><p>Outside of Revit and AutoCAD, Autodesk has made big investments in its Fusion 360 platform (mechanical and manufacturing design), the Autodesk Construction Cloud (workflow tools for on-site teams), and Maya (3D animation software). These products are not as important as AutoCAD and Revit right now, but provide lots of optionality for Autodesk to grow in the future. For example, over the last three years, Fusion 360 has increased its billings at a compound annual growth rate (CAGR) of 107%. If this continues, it will become a major part of the Autodesk growth story shortly.</p><p>Looking at its financials, Autodesk has been able to grow its annual revenue at an impressive rate since going public over three decades ago. Trailing-12-month revenue is up over 40,000% since its initial public offering, which has come from the continued digitizations of the industries it serves plus numerous acquisitions over the years (like Revit). This growth should continue, and has enabled Autodesk to become incredibly profitable at the same time.</p><p>In fiscal year 2023 (calendar year 2022), Autodesk expects to generate $2.4 billion in free cash flow (FCF). With its current market cap of $56 billion, that gives the stock a forward price-to-free-cash-flow (P/FCF) ratio of 23 if it can hit its fiscal year 2023 target. In my book, this makes Autodesk a quality business trading at a discounted valuation.</p><h2>Adobe</h2><p>Adobe is a similar business to Autodesk, as it is a collection of software programs. However, instead of serving the design, construction, and engineering industries, Adobe sells software programs for digital creators and simple business needs. It separates its business units into three categories: the Adobe Creative Cloud, Adobe Document Cloud, and Adobe <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud. All programs are sold as software-as-a-service (SaaS) subscriptions.</p><p>The Adobe Creative Cloud includes programs like Photoshop, Audition, and Illustrator. Each program serves a specific purpose, but they are all tailored to helping individuals and businesses create digital products. The Document Cloud includes things like PDFs (<a href=\"https://laohu8.com/S/AONE.U\">one</a> of Adobe&#39;s oldest products) and digital signatures, and are sold to small businesses to help them save time and money in creating and sending documents. Lastly, the Experience Cloud is for marketing automation, analytics, and broader business goals.</p><p>All these products have steady and growing demand, which has helped Adobe grow its profits and cash flow over the last decade. Over the last 12 months, Adobe has generated $6.9 billion in FCF, which is up from only around $1 billion in 2014. With a market cap of $250 billion, the stock trades at a P/FCF of 36. If you believe in the continued growth of Adobe&#39;s three main product categories, its annual cash generation should continue to march higher over the next decade, providing an opportunity for investors to buy the stock at a somewhat reasonable valuation.</p><h2>Alphabet</h2><p>We&#39;ve likely all used Alphabet&#39;s products at some point in our lives, probably multiple times every day at this point. The company owns and operates Google, YouTube, Google Cloud (GCP), Waze, Fitbit, and many other companies. From an investment perspective, the most important are Google Search/Maps, YouTube, and GCP. The other business units are either small or more speculative and should be treated as icing on the cake of this investment.</p><p>Google Services as a whole (which includes YouTube) generated $53 billion in revenue in the third quarter, up 40.7% year over year. YouTube itself did $7.2 billion in revenue just in the quarter, up 43% year over year. The Google Services segment is where more than 100% of Alphabet&#39;s operating profit is currently generated (the other segments lose money), bringing in just under $24 billion last quarter. GCP, which did $5 billion in revenue last quarter, growing 45% year over year, lost $644 million in the period. Other Bets, which includes moonshot investments like Waymo (autonomous driving), lost $1.2 billion in the third quarter, which is around what the segment burns each quarter.</p><p>I bring up the discrepancy in segment profitability because it highlights how cheap Alphabet stock is right now. GCP, which is a competitor to <b>Amazon</b>&#39;s AWS, should achieve north of 20% operating margins (AWS has 30% margins) once it matures. The Other Bets are less easy to predict, but it is unlikely the company will burn over $1 billion a quarter and achieve no profits indefinitely. This means that even if overall organic revenue growth for Alphabet slows down this decade (which is likely to occur because of how large its revenue base is), its profits and cash flow should grow at a higher rate once these non-Google Services segments mature.</p><p><img src=\"https://static.tigerbbs.com/6208c39295aed1c4c67b44e22c8dbe4a\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GOOG free cash flow. Data by YCharts.</p><p>You can see it in Alphabet&#39;s FCF chart. Over the last few years, the company&#39;s annual FCF generation has moved higher, hitting $65.7 billion in the last 12 months alone. With the steady growth of Google Services and operating leverage at GCP, $100 billion in annual FCF within a few years is not out of the question.</p><p>With a market cap of $1.8 trillion, Alphabet stock trades at a P/FCF of 28.5. If you believe FCF will continue to inflect in the coming years, right now looks like a great time to buy Alphabet stock at a reasonable valuation.</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>Looking for Tech Stocks? These 3 Are Great Buys</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\">\nLooking for Tech Stocks? These 3 Are Great Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 20:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/24/looking-for-tech-stocks-these-3-are-great-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At times, the markets can be quite stressful. Stocks can sell off for no reason other than broad-based volatility and macroeconomic factors like interest rates and inflation. While both those numbers ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/looking-for-tech-stocks-these-3-are-great-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4538":"云计算","CAGR":"California Grapes International, Inc.","BK4550":"红杉资本持仓","ADBE":"Adobe","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","AMZN":"亚马逊","BK4561":"索罗斯持仓","ADSK":"欧特克","FCF":"第一联邦金融","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4528":"SaaS概念","BK4023":"应用软件","GOOGL":"谷歌A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4109":"特种化学制品","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4566":"资本集团","BK4507":"流媒体概念","BK4211":"区域性银行","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念"},"source_url":"https://www.fool.com/investing/2022/01/24/looking-for-tech-stocks-these-3-are-great-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205005816","content_text":"At times, the markets can be quite stressful. Stocks can sell off for no reason other than broad-based volatility and macroeconomic factors like interest rates and inflation. While both those numbers are important for businesses and their profit potential, short-term emotional swings can provide investors with an extended time horizon -- an opportunity to buy stocks they like at a discount. This seems to be happening, especially with technology stocks, this month.Autodesk (NASDAQ:ADSK), Adobe (NASDAQ:ADBE), and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) are three tech stocks that fit this bill. Each business has attractive unit economics, provides incredible value to its customer base, and has sold off to start 2022.AutodeskAutodesk sells software programs to architects, engineers, construction workers, and industrial workers, among other industries. Its core products are AutoCAD (its first product, started in 1982) and Revit, which both serve the architectural, design, and construction industries.Revit was purchased by Autodesk in 2002 for $133 million in cash and has grown rapidly ever since. It is the most popular software program for designing buildings that follow Building Information Modeling (BIM) standards. BIM, at its most basic, means a 3D digital representation of a physical building, and it is slowly becoming the standard for the architectural and construction industry globally. Analysts expect the BIM industry to grow 3.7% annually through 2028. Given Revit's importance to the BIM industry, it should be able to ride this wave and grow its sales and profits at or above the industry average.Outside of Revit and AutoCAD, Autodesk has made big investments in its Fusion 360 platform (mechanical and manufacturing design), the Autodesk Construction Cloud (workflow tools for on-site teams), and Maya (3D animation software). These products are not as important as AutoCAD and Revit right now, but provide lots of optionality for Autodesk to grow in the future. For example, over the last three years, Fusion 360 has increased its billings at a compound annual growth rate (CAGR) of 107%. If this continues, it will become a major part of the Autodesk growth story shortly.Looking at its financials, Autodesk has been able to grow its annual revenue at an impressive rate since going public over three decades ago. Trailing-12-month revenue is up over 40,000% since its initial public offering, which has come from the continued digitizations of the industries it serves plus numerous acquisitions over the years (like Revit). This growth should continue, and has enabled Autodesk to become incredibly profitable at the same time.In fiscal year 2023 (calendar year 2022), Autodesk expects to generate $2.4 billion in free cash flow (FCF). With its current market cap of $56 billion, that gives the stock a forward price-to-free-cash-flow (P/FCF) ratio of 23 if it can hit its fiscal year 2023 target. In my book, this makes Autodesk a quality business trading at a discounted valuation.AdobeAdobe is a similar business to Autodesk, as it is a collection of software programs. However, instead of serving the design, construction, and engineering industries, Adobe sells software programs for digital creators and simple business needs. It separates its business units into three categories: the Adobe Creative Cloud, Adobe Document Cloud, and Adobe Experience Cloud. All programs are sold as software-as-a-service (SaaS) subscriptions.The Adobe Creative Cloud includes programs like Photoshop, Audition, and Illustrator. Each program serves a specific purpose, but they are all tailored to helping individuals and businesses create digital products. The Document Cloud includes things like PDFs (one of Adobe's oldest products) and digital signatures, and are sold to small businesses to help them save time and money in creating and sending documents. Lastly, the Experience Cloud is for marketing automation, analytics, and broader business goals.All these products have steady and growing demand, which has helped Adobe grow its profits and cash flow over the last decade. Over the last 12 months, Adobe has generated $6.9 billion in FCF, which is up from only around $1 billion in 2014. With a market cap of $250 billion, the stock trades at a P/FCF of 36. If you believe in the continued growth of Adobe's three main product categories, its annual cash generation should continue to march higher over the next decade, providing an opportunity for investors to buy the stock at a somewhat reasonable valuation.AlphabetWe've likely all used Alphabet's products at some point in our lives, probably multiple times every day at this point. The company owns and operates Google, YouTube, Google Cloud (GCP), Waze, Fitbit, and many other companies. From an investment perspective, the most important are Google Search/Maps, YouTube, and GCP. The other business units are either small or more speculative and should be treated as icing on the cake of this investment.Google Services as a whole (which includes YouTube) generated $53 billion in revenue in the third quarter, up 40.7% year over year. YouTube itself did $7.2 billion in revenue just in the quarter, up 43% year over year. The Google Services segment is where more than 100% of Alphabet's operating profit is currently generated (the other segments lose money), bringing in just under $24 billion last quarter. GCP, which did $5 billion in revenue last quarter, growing 45% year over year, lost $644 million in the period. Other Bets, which includes moonshot investments like Waymo (autonomous driving), lost $1.2 billion in the third quarter, which is around what the segment burns each quarter.I bring up the discrepancy in segment profitability because it highlights how cheap Alphabet stock is right now. GCP, which is a competitor to Amazon's AWS, should achieve north of 20% operating margins (AWS has 30% margins) once it matures. The Other Bets are less easy to predict, but it is unlikely the company will burn over $1 billion a quarter and achieve no profits indefinitely. This means that even if overall organic revenue growth for Alphabet slows down this decade (which is likely to occur because of how large its revenue base is), its profits and cash flow should grow at a higher rate once these non-Google Services segments mature.GOOG free cash flow. Data by YCharts.You can see it in Alphabet's FCF chart. Over the last few years, the company's annual FCF generation has moved higher, hitting $65.7 billion in the last 12 months alone. With the steady growth of Google Services and operating leverage at GCP, $100 billion in annual FCF within a few years is not out of the question.With a market cap of $1.8 trillion, Alphabet stock trades at a P/FCF of 28.5. If you believe FCF will continue to inflect in the coming years, right now looks like a great time to buy Alphabet stock at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839231616,"gmtCreate":1629160296235,"gmtModify":1676529948055,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","listText":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","text":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839231616","repostId":"2159223274","repostType":4,"repost":{"id":"2159223274","pubTimestamp":1629126480,"share":"https://ttm.financial/m/news/2159223274?lang=&edition=fundamental","pubTime":"2021-08-16 23:08","market":"us","language":"en","title":"3 Top Cloud Computing Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2159223274","media":"Motley Fool","summary":"Get ready for a decade of growth in these cloud software and infrastructure plays.","content":"<p>There are no guarantees in investing, but the growth of cloud computing is as sure a bet as <a href=\"https://laohu8.com/S/AONE.U\">one</a> can make for the upcoming decade. The pandemic accelerated what was already a big shift among businesses moving many of their computing workloads to the public cloud. Research firm <b>Gartner</b>&nbsp;projects overall cloud services to grow 23.1% this year and 19.6% next year, reaching nearly $400 billion in spending across cloud-based infrastructure, platforms, software, security, and business process spend.</p>\n<p>Many tech companies are going after this market, but this summer, <b>Amazon.com</b> (NASDAQ:AMZN), <b>Splunk</b> (NASDAQ:SPLK), and <b>Zendesk</b> (NYSE:ZEN) each look like solid long-term buys after their stocks took a breather this earnings season.</p>\n<p><img src=\"https://static.tigerbbs.com/78a4ab08f37f8a8f83886aeb9e2aafe5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Amazon: The leader of the pack</h3>\n<p>Amazon invented the concept of cloud computing during the early 2000s, and had a multiyear head-start in building out Amazon Web Services, the world's largest and most comprehensive cloud infrastructure platform. Despite having far and away the most market share, AWS is still accelerating its growth more than a decade later.</p>\n<p>Last quarter, AWS revenue accelerated 37%, up from 32% in the prior quarter and 29% in the prior-year quarter. At a $60 billion run-rate, that's hugely impressive, and indicates the enterprise transition to the cloud is still in its early stages.</p>\n<p>The strong growth in AWS, along with huge growth in Amazon's digital advertising segment, seems to have been overshadowed by the deceleration in the company's first-party e-commerce business, which is the largest segment by revenue and drove down the company's overall top-line. Amazon's stock therefore fell after its second quarter earnings report, and its stock has trailed the S&amp;P 500 by about 30 percentage points over the past 12 months.</p>\n<p>Yet after such a long period of consolidation, now may be a good time to pick up shares. After all, the company's highest-profit businesses are AWS and digital advertising, which are also growing the fastest. Since the intrinsic value of any business is the present value of all future cash flows, not revenue, AWS and digital ads could account for practically all of Amazon's market cap today. Ever an innovator, Amazon's shares look like a solid buy after such a long malaise.</p>\n<p><img src=\"https://static.tigerbbs.com/cb4c77500db67fbaaf087093a58bc713\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Splunk: A business model change leads to opportunity</h3>\n<p>Another compelling cloud stock at a very reasonable price is Splunk. Splunk makes a variety of observability software services to monitor the health of an enterprise's IT infrastructure, network, and security posture, among others. As the digitization of the enterprise takes hold this decade, that will mean more and more inputs to monitor and manage, which should mean long-term tailwinds for observability software providers like Splunk.</p>\n<p>However, Splunk's stock is down some 35% from all-time highs set back about one year ago. The likely culprit is a slowdown in the company's revenue growth, along with fears of higher interest rates, which can take a bite out of growth stock valuations.</p>\n<p>But that revenue headwind is not a result the core business, but rather the company's transition from selling perpetual licenses deployed in customer data centers to a subscription-based, cloud-based software-as-a-service model more in line with the modern IT industry.</p>\n<p>When a company transitions from a perpetual license to a subscription-based model, revenue will take a temporary hit. That's because perpetual licenses, designed to last many years, have all their revenue recognized upfront, whereas as SaaS businesses recognize revenue gradually over the length of the subscription. Splunk, founded in 2003 before the advent of cloud, was behind the curve on cloud for years, but began to get its act together over two years ago, when it began this necessary transition.</p>\n<p>So while revenue grew just 16% last quarter, total annual recurring revenue (ARR) which incorporates recurring cloud subscriptions, was up 39% -- likely, much more indicative of the health of the business. Cloud-based ARR was up an even greater 83%. Cloud-based bookings just exceeded 50% of the company's total software bookings, which should portend better top-line results going forward, as Splunk's transition has now gotten through its \"awkward stage.\"</p>\n<p>The stock's discounted price, combined with good news on the business model transition, recently attracted private equity firm Silver Lake to invest $1 billion in Splunk, in the form of convertible notes. Kenneth Hao, Chairman and Managing Partner of Silver Lake, said in the press release:</p>\n<blockquote>\n We have long admired Splunk's world-class team and technology, and we believe the company is now at an important inflection point... It has become increasingly clear that a cloud-driven transformation is critical to modernization and Splunk is ideally positioned to help organizations throughout the world manage the complexity associated with this transition.\n</blockquote>\n<p>Silver Lake's convertible notes convert to common stock at a $160 stock price, compared with the $144 price today. Silver Lake likely hopes to make a big return off its investment, so there's a good chance the stock does quite well over the next few years as its cloud transition takes hold.</p>\n<p><img src=\"https://static.tigerbbs.com/d567e2343f8130d989ec4f66672886a6\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Zendesk: cloud-based customer service is the future</h3>\n<p>Another cloud winner that sold off after its recent earnings report, but which appears to have a very bright future, is Zendesk, which offers a variety of cloud-based software services geared for customer service applications.</p>\n<p>Zendesk slightly missed analyst expectations last quarter, but that's a tad misleading. Management attributed the miss to a couple factors; namely deals closing later in the quarter, which hit revenue, along with some one-time gains in the prior year quarter due to the onset of the pandemic, which made comparisons difficult.</p>\n<p>Yet the underlying drivers of Zendesk's business appear intact. Revenue grew 29%, accelerating over the prior quarter's 26% growth. The company's net expansion rate, which monitors growth from existing customers, also accelerated to 120%, up from 114% in the prior quarter.</p>\n<p>Importantly, though Zendesk started off as a popular solution for small businesses, it's catching on with larger enterprises. The percentage of large accounts paying Zendesk $250,000 or more per year has doubled from 17% in 2017 to 35% last quarter. And the company's new comprehensive Zendesk Suite, which offers all of Zendesk's services, from customer service to customer relationship management tools to other APIs, has also caught on. In fact, Zendesk Suite accounted for 16% of the company's annual recurring revenue last quarter, more than double that of the prior quarter. Landing larger accounts opting for the entire Zendesk Suite should go a long way toward maintaining high retention, keeping Zendesk's net expansion rate stable for some time to come.</p>\n<p>Basically, the prior quarter was short on headline revenue numbers, but if you look under the hood, Zendesk's business actually appears quite strong. Trading at a price-to-sales ratio of just 12.5 -- relatively low, for the SaaS industry -- and Zendesk's post-earnings dip could be an opportunity to pick up shares of this cloud software winner.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Cloud Computing Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Cloud Computing Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/16/3-cloud-computing-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are no guarantees in investing, but the growth of cloud computing is as sure a bet as one can make for the upcoming decade. The pandemic accelerated what was already a big shift among businesses...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/16/3-cloud-computing-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPLK":"Splunk Inc","ZEN":"Zendesk Inc.","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/08/16/3-cloud-computing-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159223274","content_text":"There are no guarantees in investing, but the growth of cloud computing is as sure a bet as one can make for the upcoming decade. The pandemic accelerated what was already a big shift among businesses moving many of their computing workloads to the public cloud. Research firm Gartner projects overall cloud services to grow 23.1% this year and 19.6% next year, reaching nearly $400 billion in spending across cloud-based infrastructure, platforms, software, security, and business process spend.\nMany tech companies are going after this market, but this summer, Amazon.com (NASDAQ:AMZN), Splunk (NASDAQ:SPLK), and Zendesk (NYSE:ZEN) each look like solid long-term buys after their stocks took a breather this earnings season.\n\nImage source: Getty Images.\nAmazon: The leader of the pack\nAmazon invented the concept of cloud computing during the early 2000s, and had a multiyear head-start in building out Amazon Web Services, the world's largest and most comprehensive cloud infrastructure platform. Despite having far and away the most market share, AWS is still accelerating its growth more than a decade later.\nLast quarter, AWS revenue accelerated 37%, up from 32% in the prior quarter and 29% in the prior-year quarter. At a $60 billion run-rate, that's hugely impressive, and indicates the enterprise transition to the cloud is still in its early stages.\nThe strong growth in AWS, along with huge growth in Amazon's digital advertising segment, seems to have been overshadowed by the deceleration in the company's first-party e-commerce business, which is the largest segment by revenue and drove down the company's overall top-line. Amazon's stock therefore fell after its second quarter earnings report, and its stock has trailed the S&P 500 by about 30 percentage points over the past 12 months.\nYet after such a long period of consolidation, now may be a good time to pick up shares. After all, the company's highest-profit businesses are AWS and digital advertising, which are also growing the fastest. Since the intrinsic value of any business is the present value of all future cash flows, not revenue, AWS and digital ads could account for practically all of Amazon's market cap today. Ever an innovator, Amazon's shares look like a solid buy after such a long malaise.\n\nImage source: Getty Images.\nSplunk: A business model change leads to opportunity\nAnother compelling cloud stock at a very reasonable price is Splunk. Splunk makes a variety of observability software services to monitor the health of an enterprise's IT infrastructure, network, and security posture, among others. As the digitization of the enterprise takes hold this decade, that will mean more and more inputs to monitor and manage, which should mean long-term tailwinds for observability software providers like Splunk.\nHowever, Splunk's stock is down some 35% from all-time highs set back about one year ago. The likely culprit is a slowdown in the company's revenue growth, along with fears of higher interest rates, which can take a bite out of growth stock valuations.\nBut that revenue headwind is not a result the core business, but rather the company's transition from selling perpetual licenses deployed in customer data centers to a subscription-based, cloud-based software-as-a-service model more in line with the modern IT industry.\nWhen a company transitions from a perpetual license to a subscription-based model, revenue will take a temporary hit. That's because perpetual licenses, designed to last many years, have all their revenue recognized upfront, whereas as SaaS businesses recognize revenue gradually over the length of the subscription. Splunk, founded in 2003 before the advent of cloud, was behind the curve on cloud for years, but began to get its act together over two years ago, when it began this necessary transition.\nSo while revenue grew just 16% last quarter, total annual recurring revenue (ARR) which incorporates recurring cloud subscriptions, was up 39% -- likely, much more indicative of the health of the business. Cloud-based ARR was up an even greater 83%. Cloud-based bookings just exceeded 50% of the company's total software bookings, which should portend better top-line results going forward, as Splunk's transition has now gotten through its \"awkward stage.\"\nThe stock's discounted price, combined with good news on the business model transition, recently attracted private equity firm Silver Lake to invest $1 billion in Splunk, in the form of convertible notes. Kenneth Hao, Chairman and Managing Partner of Silver Lake, said in the press release:\n\n We have long admired Splunk's world-class team and technology, and we believe the company is now at an important inflection point... It has become increasingly clear that a cloud-driven transformation is critical to modernization and Splunk is ideally positioned to help organizations throughout the world manage the complexity associated with this transition.\n\nSilver Lake's convertible notes convert to common stock at a $160 stock price, compared with the $144 price today. Silver Lake likely hopes to make a big return off its investment, so there's a good chance the stock does quite well over the next few years as its cloud transition takes hold.\n\nImage source: Getty Images.\nZendesk: cloud-based customer service is the future\nAnother cloud winner that sold off after its recent earnings report, but which appears to have a very bright future, is Zendesk, which offers a variety of cloud-based software services geared for customer service applications.\nZendesk slightly missed analyst expectations last quarter, but that's a tad misleading. Management attributed the miss to a couple factors; namely deals closing later in the quarter, which hit revenue, along with some one-time gains in the prior year quarter due to the onset of the pandemic, which made comparisons difficult.\nYet the underlying drivers of Zendesk's business appear intact. Revenue grew 29%, accelerating over the prior quarter's 26% growth. The company's net expansion rate, which monitors growth from existing customers, also accelerated to 120%, up from 114% in the prior quarter.\nImportantly, though Zendesk started off as a popular solution for small businesses, it's catching on with larger enterprises. The percentage of large accounts paying Zendesk $250,000 or more per year has doubled from 17% in 2017 to 35% last quarter. And the company's new comprehensive Zendesk Suite, which offers all of Zendesk's services, from customer service to customer relationship management tools to other APIs, has also caught on. In fact, Zendesk Suite accounted for 16% of the company's annual recurring revenue last quarter, more than double that of the prior quarter. Landing larger accounts opting for the entire Zendesk Suite should go a long way toward maintaining high retention, keeping Zendesk's net expansion rate stable for some time to come.\nBasically, the prior quarter was short on headline revenue numbers, but if you look under the hood, Zendesk's business actually appears quite strong. Trading at a price-to-sales ratio of just 12.5 -- relatively low, for the SaaS industry -- and Zendesk's post-earnings dip could be an opportunity to pick up shares of this cloud software winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839290121,"gmtCreate":1629159760863,"gmtModify":1676529947754,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","listText":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","text":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839290121","repostId":"2159634222","repostType":4,"repost":{"id":"2159634222","pubTimestamp":1629126721,"share":"https://ttm.financial/m/news/2159634222?lang=&edition=fundamental","pubTime":"2021-08-16 23:12","market":"us","language":"en","title":"3 Reasons to Buy AMD, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2159634222","media":"Motley Fool","summary":"AMD stock is on fire, but it faces a critical vulnerability.","content":"<p>Once left for dead by investors, <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b> has become a force in the semiconductor industry. It now holds a technical lead over longtime archrival <b>Intel </b>(NASDAQ:INTC) and has scored many victories over GPU giant<b> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b>.</p>\n<p>Despite its growth, investors should pay closer attention to three reasons to buy more, as well as a critical vulnerability that could undermine the chip stock's success.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b92509fd7fe49c496d569e00dee3fd\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Leadership</h2>\n<p>When I say \"leadership,\" I mean CEO Lisa Su. Su took the helm at AMD in 2014 and turned what was a penny stock on the verge of bankruptcy into a semiconductor powerhouse.</p>\n<p>Su told CNN that she worked to turn things around by finding the areas where AMD could succeed. The company decided to focus on CPUs and GPUs and sold or closed its remaining businesses.</p>\n<p>It then sought to speed up development. Even though the three-to-five-year chip development cycle limited what the company could do, she bought time by speeding up the \"tick-tock\" cycle developed by Intel. This meant it would improve manufacturing processes and develop new architecture simultaneously.</p>\n<p>Over time, tech customers and investors alike began to believe in the comeback story. In 2017, AMD released its first Ryzen desktop and EYPC server processors, and its stock began to rise above penny-stock status.</p>\n<h2>Technical edge</h2>\n<p>Intel's struggles in moving beyond the 14 nm chip-making process also helped AMD. By 2018, signs of uncertainty began to appear regarding its 10 nm chip release, issues that linger to this day. It still has not released its Alder Lake 10 nm desktop CPU yet, though some analysts expect it to come out in Q4. In contrast, AMD has marketed 7 nm chips since 2019, and Intel does not expect to release its first 7 nm chip in 2023.&nbsp;Consequently, AMD finally surpassed Intel in the desktop market, claiming a 51% market share, according to PassMark Software.</p>\n<p>According to Jon Peddie Research, AMD has not experienced an overall technical advantage against Nvidia, and its GPU market share stands at 19%. However, it has achieved some competitive victories over the GPU giant. Both <a href=\"https://laohu8.com/S/SONY\">Sony</a>'s PlayStation and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>'s Xbox gaming consoles run on AMD chips. AMD GPUs also power <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>' vehicles.</p>\n<h2>Growth and valuation</h2>\n<p>The financials seem to reflect these technical successes, helping to make AMD a top growth stock to buy right now. For the first six months of 2021, revenue of $7.3 billion surged 96% compared with the first two quarters of 2020. Revenue growth, along with a slower increase in operating expenses, played a role in net income almost quadrupling to just under $1.3 billion. Also, while AMD may not maintain this pace as society reopens, the company still expects 60% overall revenue growth in 2021 compared with the prior year.</p>\n<p>Despite these massive increases, AMD's P/E ratio has steadily dropped. Its multiple of 38 is its lowest valuation since Su took over as CEO. It also remains significantly cheaper than Nvidia, whose P/E ratio now approaches 95.</p>\n<p>This likely means the stock has failed to price in the company's growth. AMD has only increased by more than 25% over the last 12 months, far behind Nvidia's growth of more than 80% during that time.</p>\n<p><img src=\"https://static.tigerbbs.com/a29a167b581cc875dd39e43587b93425\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AMD data by YCharts</p>\n<h2>Reasons to sell: It does not own its fabs</h2>\n<p>However, this is not as negative as its dependence on <b><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a></b>. AMD does not own fabs, meaning it depends on TSMC for its production. While TSMC currently holds a technical lead, it is in the geopolitically vulnerable country of Taiwan. Should tensions escalate between Taiwan and China, it could dramatically curtail AMD's output.</p>\n<p>Additionally, GlobalFoundries, the company formed after AMD spun off its chip foundries, is now a potential acquisition target of its archrival Intel, according to those familiar with this issue. This possible deal and Intel's existing foundries could potentially offer an added advantage to Intel over time, meaning AMD investors should monitor any related developments.</p>\n<h2>The bottom line</h2>\n<p>Lisa Su's leadership has made AMD one of the most influential companies in the chip industry. Moreover, its valuation, especially relative to Nvidia, makes it a great buy despite the lack of control over manufacturing. While investors should consider AMD, they should also keep an eye on Intel and Taiwan-China relations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy AMD, and 1 Reason to Sell</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 Reasons to Buy AMD, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/16/3-reasons-to-buy-amd-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Once left for dead by investors, AMD has become a force in the semiconductor industry. It now holds a technical lead over longtime archrival Intel (NASDAQ:INTC) and has scored many victories over GPU ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/16/3-reasons-to-buy-amd-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/08/16/3-reasons-to-buy-amd-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159634222","content_text":"Once left for dead by investors, AMD has become a force in the semiconductor industry. It now holds a technical lead over longtime archrival Intel (NASDAQ:INTC) and has scored many victories over GPU giant NVIDIA Corp.\nDespite its growth, investors should pay closer attention to three reasons to buy more, as well as a critical vulnerability that could undermine the chip stock's success.\n\nImage source: Getty Images.\nLeadership\nWhen I say \"leadership,\" I mean CEO Lisa Su. Su took the helm at AMD in 2014 and turned what was a penny stock on the verge of bankruptcy into a semiconductor powerhouse.\nSu told CNN that she worked to turn things around by finding the areas where AMD could succeed. The company decided to focus on CPUs and GPUs and sold or closed its remaining businesses.\nIt then sought to speed up development. Even though the three-to-five-year chip development cycle limited what the company could do, she bought time by speeding up the \"tick-tock\" cycle developed by Intel. This meant it would improve manufacturing processes and develop new architecture simultaneously.\nOver time, tech customers and investors alike began to believe in the comeback story. In 2017, AMD released its first Ryzen desktop and EYPC server processors, and its stock began to rise above penny-stock status.\nTechnical edge\nIntel's struggles in moving beyond the 14 nm chip-making process also helped AMD. By 2018, signs of uncertainty began to appear regarding its 10 nm chip release, issues that linger to this day. It still has not released its Alder Lake 10 nm desktop CPU yet, though some analysts expect it to come out in Q4. In contrast, AMD has marketed 7 nm chips since 2019, and Intel does not expect to release its first 7 nm chip in 2023. Consequently, AMD finally surpassed Intel in the desktop market, claiming a 51% market share, according to PassMark Software.\nAccording to Jon Peddie Research, AMD has not experienced an overall technical advantage against Nvidia, and its GPU market share stands at 19%. However, it has achieved some competitive victories over the GPU giant. Both Sony's PlayStation and Microsoft's Xbox gaming consoles run on AMD chips. AMD GPUs also power Tesla Motors' vehicles.\nGrowth and valuation\nThe financials seem to reflect these technical successes, helping to make AMD a top growth stock to buy right now. For the first six months of 2021, revenue of $7.3 billion surged 96% compared with the first two quarters of 2020. Revenue growth, along with a slower increase in operating expenses, played a role in net income almost quadrupling to just under $1.3 billion. Also, while AMD may not maintain this pace as society reopens, the company still expects 60% overall revenue growth in 2021 compared with the prior year.\nDespite these massive increases, AMD's P/E ratio has steadily dropped. Its multiple of 38 is its lowest valuation since Su took over as CEO. It also remains significantly cheaper than Nvidia, whose P/E ratio now approaches 95.\nThis likely means the stock has failed to price in the company's growth. AMD has only increased by more than 25% over the last 12 months, far behind Nvidia's growth of more than 80% during that time.\n\nAMD data by YCharts\nReasons to sell: It does not own its fabs\nHowever, this is not as negative as its dependence on Taiwan Semiconductor Manufacturing. AMD does not own fabs, meaning it depends on TSMC for its production. While TSMC currently holds a technical lead, it is in the geopolitically vulnerable country of Taiwan. Should tensions escalate between Taiwan and China, it could dramatically curtail AMD's output.\nAdditionally, GlobalFoundries, the company formed after AMD spun off its chip foundries, is now a potential acquisition target of its archrival Intel, according to those familiar with this issue. This possible deal and Intel's existing foundries could potentially offer an added advantage to Intel over time, meaning AMD investors should monitor any related developments.\nThe bottom line\nLisa Su's leadership has made AMD one of the most influential companies in the chip industry. Moreover, its valuation, especially relative to Nvidia, makes it a great buy despite the lack of control over manufacturing. While investors should consider AMD, they should also keep an eye on Intel and Taiwan-China relations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830284383,"gmtCreate":1629076000742,"gmtModify":1676529921239,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Detailed analysis.. thanks for sharing.. why would NV &amp; arm deal fail to close ?","listText":"Detailed analysis.. thanks for sharing.. why would NV &amp; arm deal fail to close ?","text":"Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830284383","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</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\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830020618,"gmtCreate":1628994465334,"gmtModify":1676529905908,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good read up..&nbsp; thanks for sharing","listText":"Good read up..&nbsp; thanks for sharing","text":"Good read up.. thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830020618","repostId":"2159214569","repostType":4,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895313434,"gmtCreate":1628723925928,"gmtModify":1676529829934,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Go nio","listText":"Go nio","text":"Go nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895313434","repostId":"1106699544","repostType":2,"repost":{"id":"1106699544","pubTimestamp":1628723648,"share":"https://ttm.financial/m/news/1106699544?lang=&edition=fundamental","pubTime":"2021-08-12 07:14","market":"hk","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio  -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<blockquote>\n Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n</blockquote>\n<p>Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p>\n<p>Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p>\n<p>Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p>\n<p>The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p>\n<p>Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p>\n<p>Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p>\n<p>William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p>\n<p>\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p>\n<p>Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p>\n<p>The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p>\n<p>Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895336163,"gmtCreate":1628723609152,"gmtModify":1676529829763,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895336163","repostId":"2158285288","repostType":4,"repost":{"id":"2158285288","pubTimestamp":1628675760,"share":"https://ttm.financial/m/news/2158285288?lang=&edition=fundamental","pubTime":"2021-08-11 17:56","market":"us","language":"en","title":"3 Nasdaq 100 Stocks to Buy Hand Over Fist in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2158285288","media":"Motley Fool","summary":"Despite handily outperforming the broader market, the Nasdaq 100 is home to three exceptional bargains.","content":"<p>For the past 12 years, growth stocks have ruled the roost on Wall Street. This isn't a huge surprise given that historically low lending rates and abundant access to capital have allowed fast-paced companies to borrow in order to hire, acquire, and innovate.</p>\n<p>The striking outperformance of growth stocks has been readily on display via the <b>Nasdaq 100</b> -- an index comprised of the 100 largest nonfinancial companies listed on the <b>Nasdaq</b>&nbsp;exchange. Since the trough of the Great Recession on March 9, 2009, the benchmark <b>S&amp;P 500</b> has gained 556%, whereas the Nasdaq 100 has galloped higher by 1,350%!</p>\n<p>Yet, in spite of the Nasdaq 100's clear outperformance over the S&amp;P 500, investors can still find value within the index. The following trio of Nasdaq 100 stocks can be confidently bought hand over fist by investors in August.</p>\n<h2><a href=\"https://laohu8.com/S/FB\">Facebook</a></h2>\n<p>Historically speaking, when there's any weakness in the FAANG stocks, it's an opportunity for long-term investors to go shopping. That's why social media behemoth <b>Facebook</b> (NASDAQ:FB) stands out as a stock investors can buy hand over fist in August.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> weeks ago, Facebook lifted the hood on its second-quarter operating results and cautioned that revenue growth could slow in the second half of the year. It's a common message we've heard from a number of online and mobile-based companies that benefited immensely from the coronavirus pandemic. However, a quick peek at Facebook's operating data shows no true cause for concern.</p>\n<p>When the June quarter came to a close, Facebook recorded 2.9 billion people visiting its namesake site on a monthly basis, as well as 610 million additional unique visitors to WhatsApp and/or Instagram, which Facebook also owns. That's 3.51 billion people (44% of the world's population) visiting a Facebook-owned asset monthly. Advertisers are well aware that there's no social media company on the planet that offers access to more eyeballs than Facebook. This gives the company exceptional ad pricing power.</p>\n<p>As a shareholder, what I continue to find most impressive about Facebook is the revenue and profit growth it's achieved while only meaningfully monetizing half of its assets. The roughly $54 billion in ad revenue generated on a year-to-date basis comes almost entirely from Facebook and Instagram. Despite being top social destinations, Facebook Messenger and WhatsApp haven't been substantively monetized, as of yet. This gives Facebook another growth gear it can eventually shift into.</p>\n<p>It would be wise not to overlook Facebook's opportunity in virtual and augmented reality, either. Although the company doesn't break out sales of its Oculus devices, \"Other\" category revenue, which encompasses Oculus, has been soaring this year. Ultimately, Oculus could represent <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the many ways Facebook keeps users within its ecosystem of products and services.</p>\n<p>The bottom line is that a dominant company with a 20%-plus growth rate shouldn't be valued at a forward price-to-earnings ratio of less than 23. Despite its trillion-dollar market cap, Facebook remains a bargain.</p>\n<h2>Broadcom</h2>\n<p>Another Nasdaq 100 stock just begging to be bought in August is semiconductor and infrastructure software solutions provider <b>Broadcom</b> (NASDAQ:AVGO).</p>\n<p>The single biggest growth driver for Broadcom looks to be the shift to 5G wireless infrastructure. It's been a decade since wireless carriers last made significant upgrades to download speeds. With carriers spending big bucks to update their infrastructure, we're liable to see consumers and businesses undertake a multiyear tech replacement cycle to take advantage of faster download speeds.</p>\n<p>The reason this is such a positive for Broadcom is that the company generates a majority of its revenue from smartphone components. It develops and supplies original equipment manufacturers with wireless LAN/Bluetooth combination solutions, as well as proximity sensors, amplifiers, and global navigation satellite system receivers, to name a few core solutions. This multiyear upgrade cycle should lead to steady demand and highly predictable cash flow for Broadcom's biggest operating segment.</p>\n<p>The big data push in the wake of the pandemic is also going to be a major boost to Broadcom's growth potential. Prior to March 2020, we were witnessing a steady shift by businesses to move data into the cloud. But once the pandemic struck, businesses had little choice but to create an online presence and ensure that data was accessible in the cloud, especially with remote workforces. This has substantially boosted data center storage demand.</p>\n<p>While Broadcom has industrial and networking applications, it's the role it can play as a provider of connectivity and access chips to data centers that's most intriguing (beyond its smartphone sales). With cloud infrastructure still, arguably, in its early innings of growth, demand for data center infrastructure solutions should remain robust for a long time to come.</p>\n<p>And don't overlook Broadcom's exceptional dividend growth. Whereas most tech stocks reinvest a lot of their cash flow back into innovation, Broadcom is so profitable that it can afford to parse out a base annual payout of $14.40 annually to its shareholders -- good enough for a 3% yield. Since the company began paying a dividend a little over 10 years ago, its quarterly payout has grown by more than 5,000%!</p>\n<h2>JD.com</h2>\n<p>The third Nasdaq 100 stock that growth investors can confidently buy hand over fist in August is China-based e-commerce company <b>JD.com</b> (NASDAQ:JD).</p>\n<p>For the past couple of months, China-based tech stocks have come under pressure from the Chinese government for a variety of reasons, including data security and allegations of antitrust violations. Since it's unclear which Chinese tech stocks could fall into the crosshairs of the government's watchful eye, pretty much all China-based growth stocks, including JD.com, have been hammered. But in JD's case, this discount looks like an opportunity.</p>\n<p>Currently, JD slots in as China's second-largest online retailer, behind <b>Alibaba</b> (NYSE:BABA). For those who might recall, Alibaba was hit with a record $2.8 billion antitrust fine by Chinese regulators four months ago. But even though these two are China's largest online retailers, their operating models are very different.</p>\n<p>Alibaba operates as a third-party marketplace, where it essentially acts as the middleman. Meanwhile, JD generates its online revenue almost exclusively as a direct retailer. This means JD handles inventory and logistics, just like <b>Amazon</b>. This added autonomy makes it far less likely that JD will become a target of Chinese regulators.</p>\n<p>And it's not just the rapid growth of online retail in China that should excite investors. JD has been investing in a number of higher-margin ancillary operations that should help lift its profitability and operating cash flow. This includes advertising, healthcare services, and cloud services. The latter is especially exciting, with <b>Cloudflare</b>&nbsp;and JD partnering up in late April. This deal, which will see Cloudflare utilize JD's cloud infrastructure, will create a steady stream of revenue for this high-margin operating segment.</p>\n<p>Although I'd dub JD as the riskiest of the three stocks here, primarily due to geopolitical uncertainty, it's tough to overlook this company's growth potential in the second-largest economy in the world. Paying 30 times forward earnings for a company with a sustainable 20%-plus growth rate is a solid deal for investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Nasdaq 100 Stocks to Buy Hand Over Fist in August</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 Nasdaq 100 Stocks to Buy Hand Over Fist in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 17:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/11/3-nasdaq-100-stocks-buy-hand-over-fist-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past 12 years, growth stocks have ruled the roost on Wall Street. This isn't a huge surprise given that historically low lending rates and abundant access to capital have allowed fast-paced ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/11/3-nasdaq-100-stocks-buy-hand-over-fist-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东",".IXIC":"NASDAQ Composite","AVGO":"博通"},"source_url":"https://www.fool.com/investing/2021/08/11/3-nasdaq-100-stocks-buy-hand-over-fist-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158285288","content_text":"For the past 12 years, growth stocks have ruled the roost on Wall Street. This isn't a huge surprise given that historically low lending rates and abundant access to capital have allowed fast-paced companies to borrow in order to hire, acquire, and innovate.\nThe striking outperformance of growth stocks has been readily on display via the Nasdaq 100 -- an index comprised of the 100 largest nonfinancial companies listed on the Nasdaq exchange. Since the trough of the Great Recession on March 9, 2009, the benchmark S&P 500 has gained 556%, whereas the Nasdaq 100 has galloped higher by 1,350%!\nYet, in spite of the Nasdaq 100's clear outperformance over the S&P 500, investors can still find value within the index. The following trio of Nasdaq 100 stocks can be confidently bought hand over fist by investors in August.\nFacebook\nHistorically speaking, when there's any weakness in the FAANG stocks, it's an opportunity for long-term investors to go shopping. That's why social media behemoth Facebook (NASDAQ:FB) stands out as a stock investors can buy hand over fist in August.\nTwo weeks ago, Facebook lifted the hood on its second-quarter operating results and cautioned that revenue growth could slow in the second half of the year. It's a common message we've heard from a number of online and mobile-based companies that benefited immensely from the coronavirus pandemic. However, a quick peek at Facebook's operating data shows no true cause for concern.\nWhen the June quarter came to a close, Facebook recorded 2.9 billion people visiting its namesake site on a monthly basis, as well as 610 million additional unique visitors to WhatsApp and/or Instagram, which Facebook also owns. That's 3.51 billion people (44% of the world's population) visiting a Facebook-owned asset monthly. Advertisers are well aware that there's no social media company on the planet that offers access to more eyeballs than Facebook. This gives the company exceptional ad pricing power.\nAs a shareholder, what I continue to find most impressive about Facebook is the revenue and profit growth it's achieved while only meaningfully monetizing half of its assets. The roughly $54 billion in ad revenue generated on a year-to-date basis comes almost entirely from Facebook and Instagram. Despite being top social destinations, Facebook Messenger and WhatsApp haven't been substantively monetized, as of yet. This gives Facebook another growth gear it can eventually shift into.\nIt would be wise not to overlook Facebook's opportunity in virtual and augmented reality, either. Although the company doesn't break out sales of its Oculus devices, \"Other\" category revenue, which encompasses Oculus, has been soaring this year. Ultimately, Oculus could represent one of the many ways Facebook keeps users within its ecosystem of products and services.\nThe bottom line is that a dominant company with a 20%-plus growth rate shouldn't be valued at a forward price-to-earnings ratio of less than 23. Despite its trillion-dollar market cap, Facebook remains a bargain.\nBroadcom\nAnother Nasdaq 100 stock just begging to be bought in August is semiconductor and infrastructure software solutions provider Broadcom (NASDAQ:AVGO).\nThe single biggest growth driver for Broadcom looks to be the shift to 5G wireless infrastructure. It's been a decade since wireless carriers last made significant upgrades to download speeds. With carriers spending big bucks to update their infrastructure, we're liable to see consumers and businesses undertake a multiyear tech replacement cycle to take advantage of faster download speeds.\nThe reason this is such a positive for Broadcom is that the company generates a majority of its revenue from smartphone components. It develops and supplies original equipment manufacturers with wireless LAN/Bluetooth combination solutions, as well as proximity sensors, amplifiers, and global navigation satellite system receivers, to name a few core solutions. This multiyear upgrade cycle should lead to steady demand and highly predictable cash flow for Broadcom's biggest operating segment.\nThe big data push in the wake of the pandemic is also going to be a major boost to Broadcom's growth potential. Prior to March 2020, we were witnessing a steady shift by businesses to move data into the cloud. But once the pandemic struck, businesses had little choice but to create an online presence and ensure that data was accessible in the cloud, especially with remote workforces. This has substantially boosted data center storage demand.\nWhile Broadcom has industrial and networking applications, it's the role it can play as a provider of connectivity and access chips to data centers that's most intriguing (beyond its smartphone sales). With cloud infrastructure still, arguably, in its early innings of growth, demand for data center infrastructure solutions should remain robust for a long time to come.\nAnd don't overlook Broadcom's exceptional dividend growth. Whereas most tech stocks reinvest a lot of their cash flow back into innovation, Broadcom is so profitable that it can afford to parse out a base annual payout of $14.40 annually to its shareholders -- good enough for a 3% yield. Since the company began paying a dividend a little over 10 years ago, its quarterly payout has grown by more than 5,000%!\nJD.com\nThe third Nasdaq 100 stock that growth investors can confidently buy hand over fist in August is China-based e-commerce company JD.com (NASDAQ:JD).\nFor the past couple of months, China-based tech stocks have come under pressure from the Chinese government for a variety of reasons, including data security and allegations of antitrust violations. Since it's unclear which Chinese tech stocks could fall into the crosshairs of the government's watchful eye, pretty much all China-based growth stocks, including JD.com, have been hammered. But in JD's case, this discount looks like an opportunity.\nCurrently, JD slots in as China's second-largest online retailer, behind Alibaba (NYSE:BABA). For those who might recall, Alibaba was hit with a record $2.8 billion antitrust fine by Chinese regulators four months ago. But even though these two are China's largest online retailers, their operating models are very different.\nAlibaba operates as a third-party marketplace, where it essentially acts as the middleman. Meanwhile, JD generates its online revenue almost exclusively as a direct retailer. This means JD handles inventory and logistics, just like Amazon. This added autonomy makes it far less likely that JD will become a target of Chinese regulators.\nAnd it's not just the rapid growth of online retail in China that should excite investors. JD has been investing in a number of higher-margin ancillary operations that should help lift its profitability and operating cash flow. This includes advertising, healthcare services, and cloud services. The latter is especially exciting, with Cloudflare and JD partnering up in late April. This deal, which will see Cloudflare utilize JD's cloud infrastructure, will create a steady stream of revenue for this high-margin operating segment.\nAlthough I'd dub JD as the riskiest of the three stocks here, primarily due to geopolitical uncertainty, it's tough to overlook this company's growth potential in the second-largest economy in the world. Paying 30 times forward earnings for a company with a sustainable 20%-plus growth rate is a solid deal for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892133883,"gmtCreate":1628642827242,"gmtModify":1676529805143,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Nio..nio..nio..","listText":"Nio..nio..nio..","text":"Nio..nio..nio..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892133883","repostId":"2158475046","repostType":4,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892198354,"gmtCreate":1628642363878,"gmtModify":1676529804937,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Am in for long term","listText":"Am in for long term","text":"Am in for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892198354","repostId":"2158479992","repostType":4,"repost":{"id":"2158479992","pubTimestamp":1628601960,"share":"https://ttm.financial/m/news/2158479992?lang=&edition=fundamental","pubTime":"2021-08-10 21:26","market":"us","language":"en","title":"What to Expect When Nio Reports Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2158479992","media":"Motley Fool","summary":"NIO reports on Wednesday night. Here's a preview.","content":"<p>Chinese electric-vehicle maker <b>Nio </b>(NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?</p>\n<h2>What Wall Street expects</h2>\n<p>Wall Street analysts polled by Thomson Reuters expect Nio to report a loss of $0.11 per American depositary share, on average, on revenue of $1.28 billion.&nbsp;</p>\n<p>That would be a significant improvement from a year ago. In what was a better-than-expected result at the time, Nio lost $0.16 per share on revenue of $526.4 million in the second quarter of 2020.</p>\n<p>One key analyst thinks Nio could do a bit better. Edison Yu of Deutsche Bank, who has covered Nio closely, said in a note ahead of earnings that he expects Nio's results to come in a bit ahead of Wall Street's consensus. Specifically, Yu and his team expect Nio to report a loss of about 0.44 Chinese yuan per share (about $0.07) on revenue of 8.57 billion yuan ($1.32 billion) for the second quarter.</p>\n<p>Yu also expects Nio to share details about its plans for a lower-cost sub-brand during the earnings call. Nio last month hired a former <a href=\"https://laohu8.com/S/WE\">WeWork</a> executive, Ai Tiecheng, who is expected to take charge of that effort.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3729d679f177c74896b4a720546541\" tg-width=\"700\" tg-height=\"442\" referrerpolicy=\"no-referrer\"><span>Nio's second-quarter deliveries came in near the high end of its guidance, despite the ongoing effects of a global chip shortage. Image source: Nio.</span></p>\n<h2>Highlights of Nio's second quarter</h2>\n<ul>\n <li>Nio delivered 21,896 vehicles in the second quarter, a 112% increase from the year-ago period and near the high end of its guidance range.&nbsp;</li>\n <li>The sales gain came amid a global shortage of semiconductors that has constrained the manufacturing output of many automakers, including Nio.</li>\n <li>Nio's monthly deliveries hit an all-time high in June, when it delivered just over 8,000 vehicles for the first time.&nbsp;</li>\n <li>In May, Nio announced that it has extended its contract with its current manufacturing partner for another three years, and that the partner, state-owned automaker <b>Jianghuai Automobile Group</b> (JAC), has agreed to double its factory's capacity to roughly 20,000 Nios per month.</li>\n</ul>\n<p>Note that while the chip shortage has held Nio's production down to some extent, JAC's factory has the capacity to build 10,000 Nios per month now, following a series of upgrades that were completed earlier this year.</p>\n<h2>What was Nio's guidance for the second quarter?</h2>\n<p>Back in May, Nio said that auto investors should expect the following for the second quarter, taking the effects of the chip shortage into account:</p>\n<ul>\n <li>Deliveries of between 21,000 and 22,000 vehicles, roughly double its Q2 2020 total.</li>\n <li>Total revenue between 8.15 billion Chinese yuan ($1.24 billion) and 8.5 billion yuan ($1.3 billion), up from 3.72 billion yuan in Q2 2020.</li>\n</ul>\n<h2>What should we expect when Nio reports earnings?</h2>\n<p>On the <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, Nio has struggled a bit with supply line issues in recent months, not only from the chip shortage but also from a shortage of shock absorbers that hurt its output over the last couple of months. (Not only was Nio's July deliveries total down from June, it was beaten -- for the first time -- by both of its local electric-vehicle rivals, <b>Xpeng </b>(NYSE:XPEV) and <b>Li Auto </b>(NASDAQ:LI)).&nbsp;</p>\n<p>On the other hand, CEO William Bin Li and his team have executed quite well over the past year, and that inspires some confidence -- as did the company's success in hitting the higher end of its guidance range for deliveries.&nbsp;</p>\n<p>I'm inclined to think that Nio probably did a good job of keeping costs under control, and that its loss will be somewhat narrower than Wall Street's consensus expectation -- perhaps roughly in line with Edison Yu's upbeat forecast.&nbsp;</p>\n<p>But that said, I also think that investors will be watching Nio's guidance for the rest of 2021 closely, and that guidance may drive the stock price more than the earnings results themselves. We'll find out on Wednesday afternoon.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect When Nio Reports Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to Expect When Nio Reports Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric-vehicle maker Nio (NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?\nWhat Wall Street expects\nWall ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158479992","content_text":"Chinese electric-vehicle maker Nio (NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?\nWhat Wall Street expects\nWall Street analysts polled by Thomson Reuters expect Nio to report a loss of $0.11 per American depositary share, on average, on revenue of $1.28 billion. \nThat would be a significant improvement from a year ago. In what was a better-than-expected result at the time, Nio lost $0.16 per share on revenue of $526.4 million in the second quarter of 2020.\nOne key analyst thinks Nio could do a bit better. Edison Yu of Deutsche Bank, who has covered Nio closely, said in a note ahead of earnings that he expects Nio's results to come in a bit ahead of Wall Street's consensus. Specifically, Yu and his team expect Nio to report a loss of about 0.44 Chinese yuan per share (about $0.07) on revenue of 8.57 billion yuan ($1.32 billion) for the second quarter.\nYu also expects Nio to share details about its plans for a lower-cost sub-brand during the earnings call. Nio last month hired a former WeWork executive, Ai Tiecheng, who is expected to take charge of that effort.\nNio's second-quarter deliveries came in near the high end of its guidance, despite the ongoing effects of a global chip shortage. Image source: Nio.\nHighlights of Nio's second quarter\n\nNio delivered 21,896 vehicles in the second quarter, a 112% increase from the year-ago period and near the high end of its guidance range. \nThe sales gain came amid a global shortage of semiconductors that has constrained the manufacturing output of many automakers, including Nio.\nNio's monthly deliveries hit an all-time high in June, when it delivered just over 8,000 vehicles for the first time. \nIn May, Nio announced that it has extended its contract with its current manufacturing partner for another three years, and that the partner, state-owned automaker Jianghuai Automobile Group (JAC), has agreed to double its factory's capacity to roughly 20,000 Nios per month.\n\nNote that while the chip shortage has held Nio's production down to some extent, JAC's factory has the capacity to build 10,000 Nios per month now, following a series of upgrades that were completed earlier this year.\nWhat was Nio's guidance for the second quarter?\nBack in May, Nio said that auto investors should expect the following for the second quarter, taking the effects of the chip shortage into account:\n\nDeliveries of between 21,000 and 22,000 vehicles, roughly double its Q2 2020 total.\nTotal revenue between 8.15 billion Chinese yuan ($1.24 billion) and 8.5 billion yuan ($1.3 billion), up from 3.72 billion yuan in Q2 2020.\n\nWhat should we expect when Nio reports earnings?\nOn the one hand, Nio has struggled a bit with supply line issues in recent months, not only from the chip shortage but also from a shortage of shock absorbers that hurt its output over the last couple of months. (Not only was Nio's July deliveries total down from June, it was beaten -- for the first time -- by both of its local electric-vehicle rivals, Xpeng (NYSE:XPEV) and Li Auto (NASDAQ:LI)). \nOn the other hand, CEO William Bin Li and his team have executed quite well over the past year, and that inspires some confidence -- as did the company's success in hitting the higher end of its guidance range for deliveries. \nI'm inclined to think that Nio probably did a good job of keeping costs under control, and that its loss will be somewhat narrower than Wall Street's consensus expectation -- perhaps roughly in line with Edison Yu's upbeat forecast. \nBut that said, I also think that investors will be watching Nio's guidance for the rest of 2021 closely, and that guidance may drive the stock price more than the earnings results themselves. We'll find out on Wednesday afternoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801495206,"gmtCreate":1627526548405,"gmtModify":1703491704652,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Retail investor to rescue&nbsp;","listText":"Retail investor to rescue&nbsp;","text":"Retail investor to rescue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801495206","repostId":"2155027927","repostType":2,"repost":{"id":"2155027927","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627519403,"share":"https://ttm.financial/m/news/2155027927?lang=&edition=fundamental","pubTime":"2021-07-29 08:43","market":"us","language":"en","title":"Small-time traders turn 'dip buyers' in China share selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=2155027927","media":"Reuters","summary":"July 28 (Reuters) - Small-time traders have been jumping in to buy stocks discarded by big investors","content":"<p>July 28 (Reuters) - Small-time traders have been jumping in to buy stocks discarded by big investors during the selloff triggered by <a href=\"https://laohu8.com/S/CAAS\">China</a>'s regulatory crackdown, research showed on Wednesday.</p>\n<p>Vanda, an independent research house, said its data showed subdued retail trader activity earlier in the week, but just as fears of contagion from China spilled over to Wall Street, \"the dip-buying army\" reappeared.</p>\n<p>Vanda's data is tracked globally but U.S.-based traders likely comprise the biggest chunk of it.</p>\n<p>Their buying may help to stabilise U.S.-listed Chinese shares after several days of selling driven by Beijing's move to tighten regulations on the technology and education sectors.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Golden Dragon China benchmark of tech stocks rebounded 8% on Wednesday after four days of falls.</p>\n<p>Vanda said U.S.-listed shares of three Chinese companies -- electric vehicle makers Nio and Xpeng , and tech giant <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -- were among the six biggest bought stocks by U.S. retail investors on Tuesday, attracting net inflows worth a combined $194 million.</p>\n<p>Those shares have fallen between 12% and 17% at their lowest point this week compared with Friday's close.</p>\n<p>Overall, stocks impacted by the regulatory crackdown had seen combined retail inflows of $239 million, roughly 14% of total retail purchases on the day, Vanda said.</p>\n<p>The data could signal that while professional investors had turned wary about China, retail traders had sensed an opportunity.</p>\n<p>Retail traders have shot to prominence this year after big bets on heavily shorted stocks such as video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop</a> or cinema chain AMC , driving huge rallies in relatively obscure shares and heaped losses on several big-name hedge funds.</p>\n<p>But the buying of newly cheap Chinese shares implies a shift in the retail traders' behaviour, Vanda analysts Ben Onatibia and Giacomo Pierantoni noted.</p>\n<p>\"From driving triple-digit returns in high multiple stocks, they have turned into dip buyers in underperforming ones,\" they told clients.</p>\n<p>\"Financials, energy and reopening are a few of the sectors where they've cushioned institutional selling.\"</p>\n<p>Households are the biggest investors in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States and own 37% of the equity market, according to data published by Barclays. Research has also shown that U.S. stimulus checks to households have found their way into the equity market.</p>\n<p>Reddit, popular with day traders for stock tips, contained discussions on the Chinese share slump, with comments from a few interested buyers.</p>\n<p>But mainstream investors are likely to remain cautious in the face of greater regulatory uncertainty.</p>\n<p>\"The de-rating of tech stocks is here to stay for some time. I don't expect multiples to go up anytime soon,\" said Gael Combes, head of fundamental research equities at Unigestion.</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>Small-time traders turn 'dip buyers' in China share selloff</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\">\nSmall-time traders turn 'dip buyers' in China share selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-29 08:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>July 28 (Reuters) - Small-time traders have been jumping in to buy stocks discarded by big investors during the selloff triggered by <a href=\"https://laohu8.com/S/CAAS\">China</a>'s regulatory crackdown, research showed on Wednesday.</p>\n<p>Vanda, an independent research house, said its data showed subdued retail trader activity earlier in the week, but just as fears of contagion from China spilled over to Wall Street, \"the dip-buying army\" reappeared.</p>\n<p>Vanda's data is tracked globally but U.S.-based traders likely comprise the biggest chunk of it.</p>\n<p>Their buying may help to stabilise U.S.-listed Chinese shares after several days of selling driven by Beijing's move to tighten regulations on the technology and education sectors.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Golden Dragon China benchmark of tech stocks rebounded 8% on Wednesday after four days of falls.</p>\n<p>Vanda said U.S.-listed shares of three Chinese companies -- electric vehicle makers Nio and Xpeng , and tech giant <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -- were among the six biggest bought stocks by U.S. retail investors on Tuesday, attracting net inflows worth a combined $194 million.</p>\n<p>Those shares have fallen between 12% and 17% at their lowest point this week compared with Friday's close.</p>\n<p>Overall, stocks impacted by the regulatory crackdown had seen combined retail inflows of $239 million, roughly 14% of total retail purchases on the day, Vanda said.</p>\n<p>The data could signal that while professional investors had turned wary about China, retail traders had sensed an opportunity.</p>\n<p>Retail traders have shot to prominence this year after big bets on heavily shorted stocks such as video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop</a> or cinema chain AMC , driving huge rallies in relatively obscure shares and heaped losses on several big-name hedge funds.</p>\n<p>But the buying of newly cheap Chinese shares implies a shift in the retail traders' behaviour, Vanda analysts Ben Onatibia and Giacomo Pierantoni noted.</p>\n<p>\"From driving triple-digit returns in high multiple stocks, they have turned into dip buyers in underperforming ones,\" they told clients.</p>\n<p>\"Financials, energy and reopening are a few of the sectors where they've cushioned institutional selling.\"</p>\n<p>Households are the biggest investors in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States and own 37% of the equity market, according to data published by Barclays. Research has also shown that U.S. stimulus checks to households have found their way into the equity market.</p>\n<p>Reddit, popular with day traders for stock tips, contained discussions on the Chinese share slump, with comments from a few interested buyers.</p>\n<p>But mainstream investors are likely to remain cautious in the face of greater regulatory uncertainty.</p>\n<p>\"The de-rating of tech stocks is here to stay for some time. I don't expect multiples to go up anytime soon,\" said Gael Combes, head of fundamental research equities at Unigestion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","BABA":"阿里巴巴","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155027927","content_text":"July 28 (Reuters) - Small-time traders have been jumping in to buy stocks discarded by big investors during the selloff triggered by China's regulatory crackdown, research showed on Wednesday.\nVanda, an independent research house, said its data showed subdued retail trader activity earlier in the week, but just as fears of contagion from China spilled over to Wall Street, \"the dip-buying army\" reappeared.\nVanda's data is tracked globally but U.S.-based traders likely comprise the biggest chunk of it.\nTheir buying may help to stabilise U.S.-listed Chinese shares after several days of selling driven by Beijing's move to tighten regulations on the technology and education sectors.\nThe Nasdaq Golden Dragon China benchmark of tech stocks rebounded 8% on Wednesday after four days of falls.\nVanda said U.S.-listed shares of three Chinese companies -- electric vehicle makers Nio and Xpeng , and tech giant Alibaba -- were among the six biggest bought stocks by U.S. retail investors on Tuesday, attracting net inflows worth a combined $194 million.\nThose shares have fallen between 12% and 17% at their lowest point this week compared with Friday's close.\nOverall, stocks impacted by the regulatory crackdown had seen combined retail inflows of $239 million, roughly 14% of total retail purchases on the day, Vanda said.\nThe data could signal that while professional investors had turned wary about China, retail traders had sensed an opportunity.\nRetail traders have shot to prominence this year after big bets on heavily shorted stocks such as video game retailer GameStop or cinema chain AMC , driving huge rallies in relatively obscure shares and heaped losses on several big-name hedge funds.\nBut the buying of newly cheap Chinese shares implies a shift in the retail traders' behaviour, Vanda analysts Ben Onatibia and Giacomo Pierantoni noted.\n\"From driving triple-digit returns in high multiple stocks, they have turned into dip buyers in underperforming ones,\" they told clients.\n\"Financials, energy and reopening are a few of the sectors where they've cushioned institutional selling.\"\nHouseholds are the biggest investors in the United States and own 37% of the equity market, according to data published by Barclays. Research has also shown that U.S. stimulus checks to households have found their way into the equity market.\nReddit, popular with day traders for stock tips, contained discussions on the Chinese share slump, with comments from a few interested buyers.\nBut mainstream investors are likely to remain cautious in the face of greater regulatory uncertainty.\n\"The de-rating of tech stocks is here to stay for some time. I don't expect multiples to go up anytime soon,\" said Gael Combes, head of fundamental research equities at Unigestion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":892198354,"gmtCreate":1628642363878,"gmtModify":1676529804937,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Am in for long term","listText":"Am in for long term","text":"Am in for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892198354","repostId":"2158479992","repostType":4,"repost":{"id":"2158479992","pubTimestamp":1628601960,"share":"https://ttm.financial/m/news/2158479992?lang=&edition=fundamental","pubTime":"2021-08-10 21:26","market":"us","language":"en","title":"What to Expect When Nio Reports Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2158479992","media":"Motley Fool","summary":"NIO reports on Wednesday night. Here's a preview.","content":"<p>Chinese electric-vehicle maker <b>Nio </b>(NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?</p>\n<h2>What Wall Street expects</h2>\n<p>Wall Street analysts polled by Thomson Reuters expect Nio to report a loss of $0.11 per American depositary share, on average, on revenue of $1.28 billion.&nbsp;</p>\n<p>That would be a significant improvement from a year ago. In what was a better-than-expected result at the time, Nio lost $0.16 per share on revenue of $526.4 million in the second quarter of 2020.</p>\n<p>One key analyst thinks Nio could do a bit better. Edison Yu of Deutsche Bank, who has covered Nio closely, said in a note ahead of earnings that he expects Nio's results to come in a bit ahead of Wall Street's consensus. Specifically, Yu and his team expect Nio to report a loss of about 0.44 Chinese yuan per share (about $0.07) on revenue of 8.57 billion yuan ($1.32 billion) for the second quarter.</p>\n<p>Yu also expects Nio to share details about its plans for a lower-cost sub-brand during the earnings call. Nio last month hired a former <a href=\"https://laohu8.com/S/WE\">WeWork</a> executive, Ai Tiecheng, who is expected to take charge of that effort.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3729d679f177c74896b4a720546541\" tg-width=\"700\" tg-height=\"442\" referrerpolicy=\"no-referrer\"><span>Nio's second-quarter deliveries came in near the high end of its guidance, despite the ongoing effects of a global chip shortage. Image source: Nio.</span></p>\n<h2>Highlights of Nio's second quarter</h2>\n<ul>\n <li>Nio delivered 21,896 vehicles in the second quarter, a 112% increase from the year-ago period and near the high end of its guidance range.&nbsp;</li>\n <li>The sales gain came amid a global shortage of semiconductors that has constrained the manufacturing output of many automakers, including Nio.</li>\n <li>Nio's monthly deliveries hit an all-time high in June, when it delivered just over 8,000 vehicles for the first time.&nbsp;</li>\n <li>In May, Nio announced that it has extended its contract with its current manufacturing partner for another three years, and that the partner, state-owned automaker <b>Jianghuai Automobile Group</b> (JAC), has agreed to double its factory's capacity to roughly 20,000 Nios per month.</li>\n</ul>\n<p>Note that while the chip shortage has held Nio's production down to some extent, JAC's factory has the capacity to build 10,000 Nios per month now, following a series of upgrades that were completed earlier this year.</p>\n<h2>What was Nio's guidance for the second quarter?</h2>\n<p>Back in May, Nio said that auto investors should expect the following for the second quarter, taking the effects of the chip shortage into account:</p>\n<ul>\n <li>Deliveries of between 21,000 and 22,000 vehicles, roughly double its Q2 2020 total.</li>\n <li>Total revenue between 8.15 billion Chinese yuan ($1.24 billion) and 8.5 billion yuan ($1.3 billion), up from 3.72 billion yuan in Q2 2020.</li>\n</ul>\n<h2>What should we expect when Nio reports earnings?</h2>\n<p>On the <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, Nio has struggled a bit with supply line issues in recent months, not only from the chip shortage but also from a shortage of shock absorbers that hurt its output over the last couple of months. (Not only was Nio's July deliveries total down from June, it was beaten -- for the first time -- by both of its local electric-vehicle rivals, <b>Xpeng </b>(NYSE:XPEV) and <b>Li Auto </b>(NASDAQ:LI)).&nbsp;</p>\n<p>On the other hand, CEO William Bin Li and his team have executed quite well over the past year, and that inspires some confidence -- as did the company's success in hitting the higher end of its guidance range for deliveries.&nbsp;</p>\n<p>I'm inclined to think that Nio probably did a good job of keeping costs under control, and that its loss will be somewhat narrower than Wall Street's consensus expectation -- perhaps roughly in line with Edison Yu's upbeat forecast.&nbsp;</p>\n<p>But that said, I also think that investors will be watching Nio's guidance for the rest of 2021 closely, and that guidance may drive the stock price more than the earnings results themselves. We'll find out on Wednesday afternoon.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect When Nio Reports Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to Expect When Nio Reports Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric-vehicle maker Nio (NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?\nWhat Wall Street expects\nWall ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158479992","content_text":"Chinese electric-vehicle maker Nio (NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?\nWhat Wall Street expects\nWall Street analysts polled by Thomson Reuters expect Nio to report a loss of $0.11 per American depositary share, on average, on revenue of $1.28 billion. \nThat would be a significant improvement from a year ago. In what was a better-than-expected result at the time, Nio lost $0.16 per share on revenue of $526.4 million in the second quarter of 2020.\nOne key analyst thinks Nio could do a bit better. Edison Yu of Deutsche Bank, who has covered Nio closely, said in a note ahead of earnings that he expects Nio's results to come in a bit ahead of Wall Street's consensus. Specifically, Yu and his team expect Nio to report a loss of about 0.44 Chinese yuan per share (about $0.07) on revenue of 8.57 billion yuan ($1.32 billion) for the second quarter.\nYu also expects Nio to share details about its plans for a lower-cost sub-brand during the earnings call. Nio last month hired a former WeWork executive, Ai Tiecheng, who is expected to take charge of that effort.\nNio's second-quarter deliveries came in near the high end of its guidance, despite the ongoing effects of a global chip shortage. Image source: Nio.\nHighlights of Nio's second quarter\n\nNio delivered 21,896 vehicles in the second quarter, a 112% increase from the year-ago period and near the high end of its guidance range. \nThe sales gain came amid a global shortage of semiconductors that has constrained the manufacturing output of many automakers, including Nio.\nNio's monthly deliveries hit an all-time high in June, when it delivered just over 8,000 vehicles for the first time. \nIn May, Nio announced that it has extended its contract with its current manufacturing partner for another three years, and that the partner, state-owned automaker Jianghuai Automobile Group (JAC), has agreed to double its factory's capacity to roughly 20,000 Nios per month.\n\nNote that while the chip shortage has held Nio's production down to some extent, JAC's factory has the capacity to build 10,000 Nios per month now, following a series of upgrades that were completed earlier this year.\nWhat was Nio's guidance for the second quarter?\nBack in May, Nio said that auto investors should expect the following for the second quarter, taking the effects of the chip shortage into account:\n\nDeliveries of between 21,000 and 22,000 vehicles, roughly double its Q2 2020 total.\nTotal revenue between 8.15 billion Chinese yuan ($1.24 billion) and 8.5 billion yuan ($1.3 billion), up from 3.72 billion yuan in Q2 2020.\n\nWhat should we expect when Nio reports earnings?\nOn the one hand, Nio has struggled a bit with supply line issues in recent months, not only from the chip shortage but also from a shortage of shock absorbers that hurt its output over the last couple of months. (Not only was Nio's July deliveries total down from June, it was beaten -- for the first time -- by both of its local electric-vehicle rivals, Xpeng (NYSE:XPEV) and Li Auto (NASDAQ:LI)). \nOn the other hand, CEO William Bin Li and his team have executed quite well over the past year, and that inspires some confidence -- as did the company's success in hitting the higher end of its guidance range for deliveries. \nI'm inclined to think that Nio probably did a good job of keeping costs under control, and that its loss will be somewhat narrower than Wall Street's consensus expectation -- perhaps roughly in line with Edison Yu's upbeat forecast. \nBut that said, I also think that investors will be watching Nio's guidance for the rest of 2021 closely, and that guidance may drive the stock price more than the earnings results themselves. We'll find out on Wednesday afternoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098693734,"gmtCreate":1644111069845,"gmtModify":1676533890509,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Quite informative.. seem to be a risky investment&nbsp;","listText":"Quite informative.. seem to be a risky investment&nbsp;","text":"Quite informative.. seem to be a risky investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098693734","repostId":"1108894266","repostType":2,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801495206,"gmtCreate":1627526548405,"gmtModify":1703491704652,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Retail investor to rescue&nbsp;","listText":"Retail investor to rescue&nbsp;","text":"Retail investor to rescue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801495206","repostId":"2155027927","repostType":2,"repost":{"id":"2155027927","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627519403,"share":"https://ttm.financial/m/news/2155027927?lang=&edition=fundamental","pubTime":"2021-07-29 08:43","market":"us","language":"en","title":"Small-time traders turn 'dip buyers' in China share selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=2155027927","media":"Reuters","summary":"July 28 (Reuters) - Small-time traders have been jumping in to buy stocks discarded by big investors","content":"<p>July 28 (Reuters) - Small-time traders have been jumping in to buy stocks discarded by big investors during the selloff triggered by <a href=\"https://laohu8.com/S/CAAS\">China</a>'s regulatory crackdown, research showed on Wednesday.</p>\n<p>Vanda, an independent research house, said its data showed subdued retail trader activity earlier in the week, but just as fears of contagion from China spilled over to Wall Street, \"the dip-buying army\" reappeared.</p>\n<p>Vanda's data is tracked globally but U.S.-based traders likely comprise the biggest chunk of it.</p>\n<p>Their buying may help to stabilise U.S.-listed Chinese shares after several days of selling driven by Beijing's move to tighten regulations on the technology and education sectors.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Golden Dragon China benchmark of tech stocks rebounded 8% on Wednesday after four days of falls.</p>\n<p>Vanda said U.S.-listed shares of three Chinese companies -- electric vehicle makers Nio and Xpeng , and tech giant <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -- were among the six biggest bought stocks by U.S. retail investors on Tuesday, attracting net inflows worth a combined $194 million.</p>\n<p>Those shares have fallen between 12% and 17% at their lowest point this week compared with Friday's close.</p>\n<p>Overall, stocks impacted by the regulatory crackdown had seen combined retail inflows of $239 million, roughly 14% of total retail purchases on the day, Vanda said.</p>\n<p>The data could signal that while professional investors had turned wary about China, retail traders had sensed an opportunity.</p>\n<p>Retail traders have shot to prominence this year after big bets on heavily shorted stocks such as video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop</a> or cinema chain AMC , driving huge rallies in relatively obscure shares and heaped losses on several big-name hedge funds.</p>\n<p>But the buying of newly cheap Chinese shares implies a shift in the retail traders' behaviour, Vanda analysts Ben Onatibia and Giacomo Pierantoni noted.</p>\n<p>\"From driving triple-digit returns in high multiple stocks, they have turned into dip buyers in underperforming ones,\" they told clients.</p>\n<p>\"Financials, energy and reopening are a few of the sectors where they've cushioned institutional selling.\"</p>\n<p>Households are the biggest investors in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States and own 37% of the equity market, according to data published by Barclays. Research has also shown that U.S. stimulus checks to households have found their way into the equity market.</p>\n<p>Reddit, popular with day traders for stock tips, contained discussions on the Chinese share slump, with comments from a few interested buyers.</p>\n<p>But mainstream investors are likely to remain cautious in the face of greater regulatory uncertainty.</p>\n<p>\"The de-rating of tech stocks is here to stay for some time. I don't expect multiples to go up anytime soon,\" said Gael Combes, head of fundamental research equities at Unigestion.</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>Small-time traders turn 'dip buyers' in China share selloff</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\">\nSmall-time traders turn 'dip buyers' in China share selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-29 08:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>July 28 (Reuters) - Small-time traders have been jumping in to buy stocks discarded by big investors during the selloff triggered by <a href=\"https://laohu8.com/S/CAAS\">China</a>'s regulatory crackdown, research showed on Wednesday.</p>\n<p>Vanda, an independent research house, said its data showed subdued retail trader activity earlier in the week, but just as fears of contagion from China spilled over to Wall Street, \"the dip-buying army\" reappeared.</p>\n<p>Vanda's data is tracked globally but U.S.-based traders likely comprise the biggest chunk of it.</p>\n<p>Their buying may help to stabilise U.S.-listed Chinese shares after several days of selling driven by Beijing's move to tighten regulations on the technology and education sectors.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Golden Dragon China benchmark of tech stocks rebounded 8% on Wednesday after four days of falls.</p>\n<p>Vanda said U.S.-listed shares of three Chinese companies -- electric vehicle makers Nio and Xpeng , and tech giant <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -- were among the six biggest bought stocks by U.S. retail investors on Tuesday, attracting net inflows worth a combined $194 million.</p>\n<p>Those shares have fallen between 12% and 17% at their lowest point this week compared with Friday's close.</p>\n<p>Overall, stocks impacted by the regulatory crackdown had seen combined retail inflows of $239 million, roughly 14% of total retail purchases on the day, Vanda said.</p>\n<p>The data could signal that while professional investors had turned wary about China, retail traders had sensed an opportunity.</p>\n<p>Retail traders have shot to prominence this year after big bets on heavily shorted stocks such as video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop</a> or cinema chain AMC , driving huge rallies in relatively obscure shares and heaped losses on several big-name hedge funds.</p>\n<p>But the buying of newly cheap Chinese shares implies a shift in the retail traders' behaviour, Vanda analysts Ben Onatibia and Giacomo Pierantoni noted.</p>\n<p>\"From driving triple-digit returns in high multiple stocks, they have turned into dip buyers in underperforming ones,\" they told clients.</p>\n<p>\"Financials, energy and reopening are a few of the sectors where they've cushioned institutional selling.\"</p>\n<p>Households are the biggest investors in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States and own 37% of the equity market, according to data published by Barclays. Research has also shown that U.S. stimulus checks to households have found their way into the equity market.</p>\n<p>Reddit, popular with day traders for stock tips, contained discussions on the Chinese share slump, with comments from a few interested buyers.</p>\n<p>But mainstream investors are likely to remain cautious in the face of greater regulatory uncertainty.</p>\n<p>\"The de-rating of tech stocks is here to stay for some time. I don't expect multiples to go up anytime soon,\" said Gael Combes, head of fundamental research equities at Unigestion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","BABA":"阿里巴巴","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155027927","content_text":"July 28 (Reuters) - Small-time traders have been jumping in to buy stocks discarded by big investors during the selloff triggered by China's regulatory crackdown, research showed on Wednesday.\nVanda, an independent research house, said its data showed subdued retail trader activity earlier in the week, but just as fears of contagion from China spilled over to Wall Street, \"the dip-buying army\" reappeared.\nVanda's data is tracked globally but U.S.-based traders likely comprise the biggest chunk of it.\nTheir buying may help to stabilise U.S.-listed Chinese shares after several days of selling driven by Beijing's move to tighten regulations on the technology and education sectors.\nThe Nasdaq Golden Dragon China benchmark of tech stocks rebounded 8% on Wednesday after four days of falls.\nVanda said U.S.-listed shares of three Chinese companies -- electric vehicle makers Nio and Xpeng , and tech giant Alibaba -- were among the six biggest bought stocks by U.S. retail investors on Tuesday, attracting net inflows worth a combined $194 million.\nThose shares have fallen between 12% and 17% at their lowest point this week compared with Friday's close.\nOverall, stocks impacted by the regulatory crackdown had seen combined retail inflows of $239 million, roughly 14% of total retail purchases on the day, Vanda said.\nThe data could signal that while professional investors had turned wary about China, retail traders had sensed an opportunity.\nRetail traders have shot to prominence this year after big bets on heavily shorted stocks such as video game retailer GameStop or cinema chain AMC , driving huge rallies in relatively obscure shares and heaped losses on several big-name hedge funds.\nBut the buying of newly cheap Chinese shares implies a shift in the retail traders' behaviour, Vanda analysts Ben Onatibia and Giacomo Pierantoni noted.\n\"From driving triple-digit returns in high multiple stocks, they have turned into dip buyers in underperforming ones,\" they told clients.\n\"Financials, energy and reopening are a few of the sectors where they've cushioned institutional selling.\"\nHouseholds are the biggest investors in the United States and own 37% of the equity market, according to data published by Barclays. Research has also shown that U.S. stimulus checks to households have found their way into the equity market.\nReddit, popular with day traders for stock tips, contained discussions on the Chinese share slump, with comments from a few interested buyers.\nBut mainstream investors are likely to remain cautious in the face of greater regulatory uncertainty.\n\"The de-rating of tech stocks is here to stay for some time. I don't expect multiples to go up anytime soon,\" said Gael Combes, head of fundamental research equities at Unigestion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895313434,"gmtCreate":1628723925928,"gmtModify":1676529829934,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Go nio","listText":"Go nio","text":"Go nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895313434","repostId":"1106699544","repostType":2,"repost":{"id":"1106699544","pubTimestamp":1628723648,"share":"https://ttm.financial/m/news/1106699544?lang=&edition=fundamental","pubTime":"2021-08-12 07:14","market":"hk","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio  -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<blockquote>\n Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n</blockquote>\n<p>Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p>\n<p>Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p>\n<p>Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p>\n<p>The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p>\n<p>Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p>\n<p>Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p>\n<p>William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p>\n<p>\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p>\n<p>Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p>\n<p>The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p>\n<p>Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830020618,"gmtCreate":1628994465334,"gmtModify":1676529905908,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good read up..&nbsp; thanks for sharing","listText":"Good read up..&nbsp; thanks for sharing","text":"Good read up.. thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830020618","repostId":"2159214569","repostType":4,"repost":{"id":"2159214569","pubTimestamp":1628989290,"share":"https://ttm.financial/m/news/2159214569?lang=&edition=fundamental","pubTime":"2021-08-15 09:01","market":"us","language":"en","title":"How to value Nio's stock compared to Tesla, VW, Ford and other rivals","url":"https://stock-news.laohu8.com/highlight/detail?id=2159214569","media":"MarkeWatch","summary":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.So where does Nio $$","content":"<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f713c5dfcf08752165d643a5f1463\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>A Nio store in downtown Shanghai. (Getty Images)</span></p>\n<p>Chinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.</p>\n<p>That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.</p>\n<p>So where does Nio <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.</p>\n<p><b>Doubling car production</b></p>\n<p>For the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.</p>\n<p>Here's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:</p>\n<img src=\"https://static.tigerbbs.com/d9e9aed76c94544dbe44cde9f7c8bebc\" tg-width=\"931\" tg-height=\"761\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>You can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc.&nbsp;and Nio, on this list -- may (or may not) become as large as legacy players.</p>\n<p>For now, Ford churns out mostly internal combustion engine&nbsp;vehicles at nearly 35 times the rate that Nio makes EVs.</p>\n<p>One thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.</p>\n<p>Among those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:</p>\n<p>For Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.</p>\n<p>Volkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.</p>\n<p>For Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.</p>\n<p><b>Valuation to earnings estimates</b></p>\n<p>For companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.</p>\n<p>A high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.</p>\n<p>Then again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.</p>\n<p>Normally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.</p>\n<p>First, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:</p>\n<img src=\"https://static.tigerbbs.com/459439c822252d09b3dfb73cc5d51211\" tg-width=\"1058\" tg-height=\"743\" width=\"100%\" height=\"auto\">\n<p>Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&amp;P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.</p>\n<p><b>Valuation to sales</b></p>\n<table>\n <tbody>\n  <tr></tr>\n  <tr></tr>\n </tbody>\n</table>\n<p>Forward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.</p>\n<p>Here's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:</p>\n<img src=\"https://static.tigerbbs.com/c8c0b7d002e07914e42fcdf0e624b25c\" tg-width=\"1051\" tg-height=\"668\" width=\"100%\" height=\"auto\">\n<p>For reference, the S&amp;P 500 trades for 2.7 times its consensus 2022 sales estimate.</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Analysts' opinions</b></p>\n<p>Here's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:</p>\n<img src=\"https://static.tigerbbs.com/32f38063eabf2e93f73561a0454a44ac\" tg-width=\"1059\" tg-height=\"639\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to value Nio's stock compared to Tesla, VW, Ford and other rivals</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\">\nHow to value Nio's stock compared to Tesla, VW, Ford and other rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news><strong>MarkeWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio ...</p>\n\n<a href=\"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","STLA":"Stellantis NV","TSLA":"特斯拉","F":"福特汽车","GM":"通用汽车","HMC":"本田汽车"},"source_url":"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159214569","content_text":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.\nThat might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.\nSo where does Nio $(NIO)$, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.\nDoubling car production\nFor the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.\nHere's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:\n\n\n\n\n\n\nYou can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc. and Nio, on this list -- may (or may not) become as large as legacy players.\nFor now, Ford churns out mostly internal combustion engine vehicles at nearly 35 times the rate that Nio makes EVs.\nOne thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.\nAmong those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:\nFor Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.\nVolkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.\nFor Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.\nValuation to earnings estimates\nFor companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. $(AMZN)$, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.\nA high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.\nThen again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.\nNormally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.\nFirst, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:\n\nNio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.\nValuation to sales\n\n\n\n\n\n\nForward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.\nHere's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:\n\nFor reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.\n\n\n\n\n\nAnalysts' opinions\nHere's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:","news_type":1},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839231616,"gmtCreate":1629160296235,"gmtModify":1676529948055,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","listText":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","text":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839231616","repostId":"2159223274","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092126573,"gmtCreate":1644559392525,"gmtModify":1676533941396,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good and positive view but what about 10bn loss from Meta ?&nbsp;","listText":"Good and positive view but what about 10bn loss from Meta ?&nbsp;","text":"Good and positive view but what about 10bn loss from Meta ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092126573","repostId":"1113677136","repostType":2,"repost":{"id":"1113677136","pubTimestamp":1644543742,"share":"https://ttm.financial/m/news/1113677136?lang=&edition=fundamental","pubTime":"2022-02-11 09:42","market":"us","language":"en","title":"Could Meta Platforms Stock Double Over the Next 12 Months?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113677136","media":"Motley Fool","summary":"One analyst thinks so.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>This analyst has a $466 price target on Meta Platforms stock.</li><li>The stock&#39;s post-earnings sell-off may be overdone.</li><li>Meta Platforms stock now has a price-to-earnings ratio of just 17.</li></ul><p>Shares of Facebook-parent <b>Meta Platforms</b>(NASDAQ:FB) have been absolutely clobbered this year. The stock is down about 30% so far in 2022. Most of this decline, of course, was caused by the company&#39;s disappointing third-quarter update and management&#39;s dismal guidance for Q1.</p><p>The question on many investors&#39; minds is whether this pullback in the tech-stock price represents a buying opportunity. At least one analyst thinks this is not just a buying opportunity -- but a <i>compelling</i> one. On Wednesday, Tigress Financial analyst Ivan Feinseth called the stock a &#34;strong buy,&#34; reiterating a $466 12-month price target.</p><p>Given where Meta Platforms stock is trading as of this writing, this represents just over 100% upside for shares. Is this analyst onto something?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1a3029769a20941e96ddc71b5548019\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Meta Platforms has a history of conservative guidance</b></p><p>The main thing that spooked investors when Meta Platforms reported its fourth-quarter results was CFO David Wehner&#39;s guidance for revenue to grow just 3%-11% year over year in Q1. This would mark a big slowdown from the company&#39;s 20% revenue growth in Q4. Further, management said in Meta Platforms&#39; fourth-quarter earnings call that it&#39;s a &#34;multiyear development journey&#34; for the company to rebuild its advertising measurement and targeting systems to fully address new challenges presented on these fronts by <b>Apple</b>&#39;s recent iOS updates.</p><p>But investors should note that Wehner has a long history of being overly conservative. Consider Wehner&#39;s repeated calls in 2017 for advertising-revenue growth to &#34;come down meaningfully&#34; in the second half of the year, relative to the 50% growth levels it was averaging previously. Yet revenue increased 49% year over year in both the third and fourth quarter of 2017. This compared to 51% and 47% respective growth in advertising revenue in the first and second quarters of 2017.</p><p>While past results are certainly no indication of future results, it&#39;s a fair statement to say that Meta&#39;s guidance typically errs on the side of conservatism.</p><p>The fact that Meta may be guiding conservatively is one reason Feinseth is likely reiterating a buy rating for the stock after its post-earnings crash. The Street&#39;s sell-off of an already attractively valued stock may have just created an outstanding buying opportunity for investors willing to see through to the other side of this storm.</p><p><b>A compelling valuation</b></p><p>Today, Meta has a price-to-earnings ratio of just 17. For a company as profitable as Facebook and with a bigger network effect than any other social network in the world, this valuation is compelling. A buying opportunity in a market leader like this may not last.</p><p>Sure, investors should keep an eye on how growth fares in the coming quarters. If revenue in Q1 really does grow 11% or less year over year, and if quarterly guidance is bleak once again, this may be cause for concern. But it may be worth starting a position in the stock at this lower valuation, as the cheap valuation arguably prices in a lot of the risks for the company.</p><p>While a doubling of the stock in just 12 months is unlikely, it&#39;s certainly possible. Even if the company&#39;s earnings per share don&#39;t grow over the next 12 months (an unlikely outcome), all that would need to happen for the stock to double is a price-to-earnings multiple expansion from 17 to 34. If Meta proves that current headwinds are only temporary, an outcome like this isn&#39;t out of the question.</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>Could Meta Platforms Stock Double Over the Next 12 Months?</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\">\nCould Meta Platforms Stock Double Over the Next 12 Months?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsThis analyst has a $466 price target on Meta Platforms stock.The stock's post-earnings sell-off may be overdone.Meta Platforms stock now has a price-to-earnings ratio of just 17.Shares of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113677136","content_text":"Key PointsThis analyst has a $466 price target on Meta Platforms stock.The stock's post-earnings sell-off may be overdone.Meta Platforms stock now has a price-to-earnings ratio of just 17.Shares of Facebook-parent Meta Platforms(NASDAQ:FB) have been absolutely clobbered this year. The stock is down about 30% so far in 2022. Most of this decline, of course, was caused by the company's disappointing third-quarter update and management's dismal guidance for Q1.The question on many investors' minds is whether this pullback in the tech-stock price represents a buying opportunity. At least one analyst thinks this is not just a buying opportunity -- but a compelling one. On Wednesday, Tigress Financial analyst Ivan Feinseth called the stock a \"strong buy,\" reiterating a $466 12-month price target.Given where Meta Platforms stock is trading as of this writing, this represents just over 100% upside for shares. Is this analyst onto something?IMAGE SOURCE: GETTY IMAGES.Meta Platforms has a history of conservative guidanceThe main thing that spooked investors when Meta Platforms reported its fourth-quarter results was CFO David Wehner's guidance for revenue to grow just 3%-11% year over year in Q1. This would mark a big slowdown from the company's 20% revenue growth in Q4. Further, management said in Meta Platforms' fourth-quarter earnings call that it's a \"multiyear development journey\" for the company to rebuild its advertising measurement and targeting systems to fully address new challenges presented on these fronts by Apple's recent iOS updates.But investors should note that Wehner has a long history of being overly conservative. Consider Wehner's repeated calls in 2017 for advertising-revenue growth to \"come down meaningfully\" in the second half of the year, relative to the 50% growth levels it was averaging previously. Yet revenue increased 49% year over year in both the third and fourth quarter of 2017. This compared to 51% and 47% respective growth in advertising revenue in the first and second quarters of 2017.While past results are certainly no indication of future results, it's a fair statement to say that Meta's guidance typically errs on the side of conservatism.The fact that Meta may be guiding conservatively is one reason Feinseth is likely reiterating a buy rating for the stock after its post-earnings crash. The Street's sell-off of an already attractively valued stock may have just created an outstanding buying opportunity for investors willing to see through to the other side of this storm.A compelling valuationToday, Meta has a price-to-earnings ratio of just 17. For a company as profitable as Facebook and with a bigger network effect than any other social network in the world, this valuation is compelling. A buying opportunity in a market leader like this may not last.Sure, investors should keep an eye on how growth fares in the coming quarters. If revenue in Q1 really does grow 11% or less year over year, and if quarterly guidance is bleak once again, this may be cause for concern. But it may be worth starting a position in the stock at this lower valuation, as the cheap valuation arguably prices in a lot of the risks for the company.While a doubling of the stock in just 12 months is unlikely, it's certainly possible. Even if the company's earnings per share don't grow over the next 12 months (an unlikely outcome), all that would need to happen for the stock to double is a price-to-earnings multiple expansion from 17 to 34. If Meta proves that current headwinds are only temporary, an outcome like this isn't out of the question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892133883,"gmtCreate":1628642827242,"gmtModify":1676529805143,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Nio..nio..nio..","listText":"Nio..nio..nio..","text":"Nio..nio..nio..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892133883","repostId":"2158475046","repostType":4,"repost":{"id":"2158475046","pubTimestamp":1628600400,"share":"https://ttm.financial/m/news/2158475046?lang=&edition=fundamental","pubTime":"2021-08-10 21:00","market":"us","language":"en","title":"5 Growth Stocks With 110% to 393% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2158475046","media":"Motley Fool","summary":"Analysts are calling for significant gains in these fast-paced stocks.","content":"<p>For the past nine months, the stock market has been practically unstoppable. The benchmark <b>S&amp;P 500</b> hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March 23, 2020.</p>\n<p>But despite this record-breaking rally, Wall Street still sees value in a number of high-growth stocks. Based on the highest price target issued by a Wall Street investment bank or analyst, the following five growth stocks are expected to return 110% to as much as 393% to shareholders.</p>\n<h2>Coinbase Global: Implied upside of 152%</h2>\n<p>The first rapidly growing stock with abundant upside, at least according to investment firm D.A. Davidson, is cryptocurrency brokerage and ecosystem <b>Coinbase Global</b> (NASDAQ:COIN). If the lofty $650 price target set by D.A. Davidson comes to fruition, Coinbase would deliver gains of 152% to its shareholders, relative to where it closed this past weekend.</p>\n<p>On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, revenue and profits have soared for Coinbase. Net revenue in the first quarter catapulted to $1.6 billion from $179 million in the year-ago period, with net income of $771 million, up from $32 million.&nbsp; Growing institutional interest in digital currencies like <b>Bitcoin</b>&nbsp;and <b>Ethereum</b>, along with rapidly rising prices for the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> in crypto, drove investors to the platform.</p>\n<p>On the other hand, the Coinbase operating model has virtually no barriers to entry, and its trading fees are at risk of constantly being undercut by other cryptocurrency exchanges. Additionally, instead of thriving off of innovation, Coinbase is effectively held hostage by external interest in Bitcoin and Ethereum and the price performance of the Big <a href=\"https://laohu8.com/S/TWOA\">Two</a> digital currencies. When Bitcoin declined by 80% following its late 2017 peak, Coinbase's revenue was nearly halved.</p>\n<p>Long story short, while sales growth has been impressive, Coinbase isn't charting its own path to success. Its reliance on external factors makes $650 a target that's unlikely to be reached.</p>\n<h2>Cresco Labs: Implied upside of 160%</h2>\n<p>One industry where you'll find no shortage of aggressive price targets is cannabis -- specifically the U.S. pot industry. If the highest price target assigned by Wall Street of nearly $29 for <b>Cresco Labs</b> (OTC:CRLBF) proves accurate, investors in this marijuana stock could enjoy upside of 160%. And unlike Coinbase, this is a price target that I believe can eventually be achieved.</p>\n<p>Like other multistate operators, Cresco is expanding its retail operations organically and via acquisition. In June, it opened its 33rd dispensary nationally, and it holds enough retail licenses in its back pocket to eventually have closer to four dozen operating dispensaries.</p>\n<p>From a retail perspective, Cresco appears to be focusing its efforts on high-dollar states, as well as those that issue licenses on a limited basis (e.g., Illinois, Ohio, and Pennsylvania). The advantage of limited-license states is they're purposefully reining in competition. That means Cresco will have a genuine opportunity to build up its brands in key markets without the fear of being overrun by a multistate operator with deeper pockets.</p>\n<p>Cresco is also the cannabis industry's leading wholesaler of weed. Even though wholesale cannabis produces weaker margins than retail, Cresco Labs has more than enough volume to make up for it. That's because it holds one of only a handful of cannabis distribution licenses in California. This license gives the company access to more than 575 dispensaries throughout the Golden State.</p>\n<h2>Baidu: Implied upside of 141%</h2>\n<p>In spite of a recent crackdown by the Chinese government on a host of tech stocks, Wall Street remains largely undeterred that China-based internet search giant <b>Baidu</b> (NASDAQ:BIDU) will head higher. In fact, based on the high-water analyst price target of nearly $395, Baidu could offer gains of as much as 141%.</p>\n<p>The most obvious catalyst for Baidu is its domestically dominant internet search engine. According to GlobalStats, Baidu has controlled between 66.9% and 79.9% of all internet search share in China over the trailing 12 months.&nbsp; Just as advertisers line up for placement on <b>Alphabet</b>'s leading internet search engine Google, they're willing to pay big bucks to reach internet users in China.</p>\n<p>Beyond the sustainable double-digit sales growth potential of internet search, Baidu is seeing exceptional early returns from its investment in cloud services and artificial intelligence (AI). Though these ancillary operations only accounted for 21% of first-quarter sales, revenue jumped by 70%.&nbsp; What's more, cloud services and AI offer higher margins, relative to marketing revenue. Over time, we should see these ancillary segments really boost Baidu's cash flow generation.</p>\n<p>While I wouldn't count on $395 anytime soon, I do believe $395 is a reasonable future price target for the fast-growing Baidu.</p>\n<h2><a href=\"https://laohu8.com/S/ICPT\">Intercept Pharmaceuticals</a>: Implied upside of 393%</h2>\n<p>If you're looking for a company with make-or-break opportunity, biotech stock <b>Intercept Pharmaceuticals</b> (NASDAQ:ICPT) might be for you. This polarizing small-cap drug developer with a focus on therapies to treat liver diseases has price targets from Wall Street ranging from as low as $16 to as high as $82. If this upper target comes to fruition, shareholders would nearly quintuple their money.</p>\n<p>The promise and peril for Intercept lies with obeticholic acid (OCA), an experimental treatment for nonalcoholic steatohepatitis (NASH), which affects between 2% and 5% of adults in this country and has no cure. In one respect, OCA met one of its two co-primary endpoints in the phase 3 Regenerate study -- a statistically significant improvement in fibrosis without a worsening of NASH. However, the highest and most-effective dose also led to a large number of cases of pruritus (itching) in trial participants.</p>\n<p>Ultimately, Intercept's top drug candidate received a Complete Response Letter from the Food and Drug Administration. The plan for Intercept is to provide additional safety and trial data, with the goal of resubmitting the application. Even if OCA is approved and targeted at a small subset of the sickest patients, it could offer blockbuster sales potential in this untapped indication.</p>\n<p>The other consideration here is Ocaliva (the brand-name version of OCA) is already approved to treat primary biliary cholangitis and is on track to bring in $325 million to $340 million in sales this year.&nbsp; With an existing safety profile and a modestly growing sales floor, Intercept's risk/reward ratio looks favorable.</p>\n<p><img src=\"https://static.tigerbbs.com/96d1687ba107475c062f0147fa401ff2\" tg-width=\"700\" tg-height=\"375\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The all-electric Nio EC6 crossover hit showrooms last year. Image source: Nio.</p>\n<h2>Nio: Implied upside of 110%</h2>\n<p>A fifth and final growth stock with serious upside, according to Wall Street, is China-based electric vehicle (EV) manufacturer <b>Nio</b> (NYSE:NIO). If the loftiest price target of more than $92 were to come true, investors would see their shares more than double in value.</p>\n<p>The excitement surrounding Nio has to do with the impending electrification of China's automobiles. The Society of Automotive Engineers of China predicted back in 2018 that half of all vehicles sold in the world's largest auto market would run on alternative energy by 2035. With the EV industry predominantly nascent in China, the door is wide open for multiple companies to gobble up significant share.</p>\n<p>Having resolved any funding concerns with capital raises, the focus now is on Nio's production expansion. Even facing industrywide chip shortages, Nio still managed to deliver almost 21,900 EVs during the second quarter, which was more than double what it delivered in the year-ago period.&nbsp; Assuming chip supply issues can be resolved somewhat soon, Nio's annual EV run-rate output should climb toward 150,000.</p>\n<p>Additionally, Nio is enticing new buyers with its battery-as-a-service program. Enrolling in this monthly fee-based program can lop thousands of dollars off the initial purchase price of a vehicle, all while improving buyer loyalty for Nio.</p>\n<p>A $92 price target might be a bit much for a company that's produced fewer than 118,000 EVs inception. Nevertheless, its execution of late is commendable.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Growth Stocks With 110% to 393% Upside, According to Wall Street</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\">\n5 Growth Stocks With 110% to 393% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past nine months, the stock market has been practically unstoppable. The benchmark S&P 500 hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","CRLBF":"Cresco Labs Inc.","COIN":"Coinbase Global, Inc.","NIO":"蔚来","ICPT":"Intercept Pharmaceuticals"},"source_url":"https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158475046","content_text":"For the past nine months, the stock market has been practically unstoppable. The benchmark S&P 500 hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March 23, 2020.\nBut despite this record-breaking rally, Wall Street still sees value in a number of high-growth stocks. Based on the highest price target issued by a Wall Street investment bank or analyst, the following five growth stocks are expected to return 110% to as much as 393% to shareholders.\nCoinbase Global: Implied upside of 152%\nThe first rapidly growing stock with abundant upside, at least according to investment firm D.A. Davidson, is cryptocurrency brokerage and ecosystem Coinbase Global (NASDAQ:COIN). If the lofty $650 price target set by D.A. Davidson comes to fruition, Coinbase would deliver gains of 152% to its shareholders, relative to where it closed this past weekend.\nOn one hand, revenue and profits have soared for Coinbase. Net revenue in the first quarter catapulted to $1.6 billion from $179 million in the year-ago period, with net income of $771 million, up from $32 million.  Growing institutional interest in digital currencies like Bitcoin and Ethereum, along with rapidly rising prices for the Big Two in crypto, drove investors to the platform.\nOn the other hand, the Coinbase operating model has virtually no barriers to entry, and its trading fees are at risk of constantly being undercut by other cryptocurrency exchanges. Additionally, instead of thriving off of innovation, Coinbase is effectively held hostage by external interest in Bitcoin and Ethereum and the price performance of the Big Two digital currencies. When Bitcoin declined by 80% following its late 2017 peak, Coinbase's revenue was nearly halved.\nLong story short, while sales growth has been impressive, Coinbase isn't charting its own path to success. Its reliance on external factors makes $650 a target that's unlikely to be reached.\nCresco Labs: Implied upside of 160%\nOne industry where you'll find no shortage of aggressive price targets is cannabis -- specifically the U.S. pot industry. If the highest price target assigned by Wall Street of nearly $29 for Cresco Labs (OTC:CRLBF) proves accurate, investors in this marijuana stock could enjoy upside of 160%. And unlike Coinbase, this is a price target that I believe can eventually be achieved.\nLike other multistate operators, Cresco is expanding its retail operations organically and via acquisition. In June, it opened its 33rd dispensary nationally, and it holds enough retail licenses in its back pocket to eventually have closer to four dozen operating dispensaries.\nFrom a retail perspective, Cresco appears to be focusing its efforts on high-dollar states, as well as those that issue licenses on a limited basis (e.g., Illinois, Ohio, and Pennsylvania). The advantage of limited-license states is they're purposefully reining in competition. That means Cresco will have a genuine opportunity to build up its brands in key markets without the fear of being overrun by a multistate operator with deeper pockets.\nCresco is also the cannabis industry's leading wholesaler of weed. Even though wholesale cannabis produces weaker margins than retail, Cresco Labs has more than enough volume to make up for it. That's because it holds one of only a handful of cannabis distribution licenses in California. This license gives the company access to more than 575 dispensaries throughout the Golden State.\nBaidu: Implied upside of 141%\nIn spite of a recent crackdown by the Chinese government on a host of tech stocks, Wall Street remains largely undeterred that China-based internet search giant Baidu (NASDAQ:BIDU) will head higher. In fact, based on the high-water analyst price target of nearly $395, Baidu could offer gains of as much as 141%.\nThe most obvious catalyst for Baidu is its domestically dominant internet search engine. According to GlobalStats, Baidu has controlled between 66.9% and 79.9% of all internet search share in China over the trailing 12 months.  Just as advertisers line up for placement on Alphabet's leading internet search engine Google, they're willing to pay big bucks to reach internet users in China.\nBeyond the sustainable double-digit sales growth potential of internet search, Baidu is seeing exceptional early returns from its investment in cloud services and artificial intelligence (AI). Though these ancillary operations only accounted for 21% of first-quarter sales, revenue jumped by 70%.  What's more, cloud services and AI offer higher margins, relative to marketing revenue. Over time, we should see these ancillary segments really boost Baidu's cash flow generation.\nWhile I wouldn't count on $395 anytime soon, I do believe $395 is a reasonable future price target for the fast-growing Baidu.\nIntercept Pharmaceuticals: Implied upside of 393%\nIf you're looking for a company with make-or-break opportunity, biotech stock Intercept Pharmaceuticals (NASDAQ:ICPT) might be for you. This polarizing small-cap drug developer with a focus on therapies to treat liver diseases has price targets from Wall Street ranging from as low as $16 to as high as $82. If this upper target comes to fruition, shareholders would nearly quintuple their money.\nThe promise and peril for Intercept lies with obeticholic acid (OCA), an experimental treatment for nonalcoholic steatohepatitis (NASH), which affects between 2% and 5% of adults in this country and has no cure. In one respect, OCA met one of its two co-primary endpoints in the phase 3 Regenerate study -- a statistically significant improvement in fibrosis without a worsening of NASH. However, the highest and most-effective dose also led to a large number of cases of pruritus (itching) in trial participants.\nUltimately, Intercept's top drug candidate received a Complete Response Letter from the Food and Drug Administration. The plan for Intercept is to provide additional safety and trial data, with the goal of resubmitting the application. Even if OCA is approved and targeted at a small subset of the sickest patients, it could offer blockbuster sales potential in this untapped indication.\nThe other consideration here is Ocaliva (the brand-name version of OCA) is already approved to treat primary biliary cholangitis and is on track to bring in $325 million to $340 million in sales this year.  With an existing safety profile and a modestly growing sales floor, Intercept's risk/reward ratio looks favorable.\n\nThe all-electric Nio EC6 crossover hit showrooms last year. Image source: Nio.\nNio: Implied upside of 110%\nA fifth and final growth stock with serious upside, according to Wall Street, is China-based electric vehicle (EV) manufacturer Nio (NYSE:NIO). If the loftiest price target of more than $92 were to come true, investors would see their shares more than double in value.\nThe excitement surrounding Nio has to do with the impending electrification of China's automobiles. The Society of Automotive Engineers of China predicted back in 2018 that half of all vehicles sold in the world's largest auto market would run on alternative energy by 2035. With the EV industry predominantly nascent in China, the door is wide open for multiple companies to gobble up significant share.\nHaving resolved any funding concerns with capital raises, the focus now is on Nio's production expansion. Even facing industrywide chip shortages, Nio still managed to deliver almost 21,900 EVs during the second quarter, which was more than double what it delivered in the year-ago period.  Assuming chip supply issues can be resolved somewhat soon, Nio's annual EV run-rate output should climb toward 150,000.\nAdditionally, Nio is enticing new buyers with its battery-as-a-service program. Enrolling in this monthly fee-based program can lop thousands of dollars off the initial purchase price of a vehicle, all while improving buyer loyalty for Nio.\nA $92 price target might be a bit much for a company that's produced fewer than 118,000 EVs inception. Nevertheless, its execution of late is commendable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095843781,"gmtCreate":1644885931138,"gmtModify":1676533971700,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Quite informative.. am worried about cfo and other vps dumping their stake. This explains why pins didn't impress even after beating estimates..&nbsp;","listText":"Quite informative.. am worried about cfo and other vps dumping their stake. This explains why pins didn't impress even after beating estimates..&nbsp;","text":"Quite informative.. am worried about cfo and other vps dumping their stake. This explains why pins didn't impress even after beating estimates..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095843781","repostId":"2211276915","repostType":2,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096110390,"gmtCreate":1644327513240,"gmtModify":1676533912938,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Since the current level already factored in the ARM acquisition, can we expect correction now ?","listText":"Since the current level already factored in the ARM acquisition, can we expect correction now ?","text":"Since the current level already factored in the ARM acquisition, can we expect correction now ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096110390","repostId":"1117021583","repostType":2,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090204317,"gmtCreate":1643185980270,"gmtModify":1676533782801,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good analysis.. I like autodesk and goog","listText":"Good analysis.. I like autodesk and goog","text":"Good analysis.. I like autodesk and goog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090204317","repostId":"2205005816","repostType":2,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839290121,"gmtCreate":1629159760863,"gmtModify":1676529947754,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","listText":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","text":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839290121","repostId":"2159634222","repostType":4,"repost":{"id":"2159634222","pubTimestamp":1629126721,"share":"https://ttm.financial/m/news/2159634222?lang=&edition=fundamental","pubTime":"2021-08-16 23:12","market":"us","language":"en","title":"3 Reasons to Buy AMD, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2159634222","media":"Motley Fool","summary":"AMD stock is on fire, but it faces a critical vulnerability.","content":"<p>Once left for dead by investors, <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b> has become a force in the semiconductor industry. It now holds a technical lead over longtime archrival <b>Intel </b>(NASDAQ:INTC) and has scored many victories over GPU giant<b> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b>.</p>\n<p>Despite its growth, investors should pay closer attention to three reasons to buy more, as well as a critical vulnerability that could undermine the chip stock's success.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b92509fd7fe49c496d569e00dee3fd\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Leadership</h2>\n<p>When I say \"leadership,\" I mean CEO Lisa Su. Su took the helm at AMD in 2014 and turned what was a penny stock on the verge of bankruptcy into a semiconductor powerhouse.</p>\n<p>Su told CNN that she worked to turn things around by finding the areas where AMD could succeed. The company decided to focus on CPUs and GPUs and sold or closed its remaining businesses.</p>\n<p>It then sought to speed up development. Even though the three-to-five-year chip development cycle limited what the company could do, she bought time by speeding up the \"tick-tock\" cycle developed by Intel. This meant it would improve manufacturing processes and develop new architecture simultaneously.</p>\n<p>Over time, tech customers and investors alike began to believe in the comeback story. In 2017, AMD released its first Ryzen desktop and EYPC server processors, and its stock began to rise above penny-stock status.</p>\n<h2>Technical edge</h2>\n<p>Intel's struggles in moving beyond the 14 nm chip-making process also helped AMD. By 2018, signs of uncertainty began to appear regarding its 10 nm chip release, issues that linger to this day. It still has not released its Alder Lake 10 nm desktop CPU yet, though some analysts expect it to come out in Q4. In contrast, AMD has marketed 7 nm chips since 2019, and Intel does not expect to release its first 7 nm chip in 2023.&nbsp;Consequently, AMD finally surpassed Intel in the desktop market, claiming a 51% market share, according to PassMark Software.</p>\n<p>According to Jon Peddie Research, AMD has not experienced an overall technical advantage against Nvidia, and its GPU market share stands at 19%. However, it has achieved some competitive victories over the GPU giant. Both <a href=\"https://laohu8.com/S/SONY\">Sony</a>'s PlayStation and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>'s Xbox gaming consoles run on AMD chips. AMD GPUs also power <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>' vehicles.</p>\n<h2>Growth and valuation</h2>\n<p>The financials seem to reflect these technical successes, helping to make AMD a top growth stock to buy right now. For the first six months of 2021, revenue of $7.3 billion surged 96% compared with the first two quarters of 2020. Revenue growth, along with a slower increase in operating expenses, played a role in net income almost quadrupling to just under $1.3 billion. Also, while AMD may not maintain this pace as society reopens, the company still expects 60% overall revenue growth in 2021 compared with the prior year.</p>\n<p>Despite these massive increases, AMD's P/E ratio has steadily dropped. Its multiple of 38 is its lowest valuation since Su took over as CEO. It also remains significantly cheaper than Nvidia, whose P/E ratio now approaches 95.</p>\n<p>This likely means the stock has failed to price in the company's growth. AMD has only increased by more than 25% over the last 12 months, far behind Nvidia's growth of more than 80% during that time.</p>\n<p><img src=\"https://static.tigerbbs.com/a29a167b581cc875dd39e43587b93425\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AMD data by YCharts</p>\n<h2>Reasons to sell: It does not own its fabs</h2>\n<p>However, this is not as negative as its dependence on <b><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a></b>. AMD does not own fabs, meaning it depends on TSMC for its production. While TSMC currently holds a technical lead, it is in the geopolitically vulnerable country of Taiwan. Should tensions escalate between Taiwan and China, it could dramatically curtail AMD's output.</p>\n<p>Additionally, GlobalFoundries, the company formed after AMD spun off its chip foundries, is now a potential acquisition target of its archrival Intel, according to those familiar with this issue. This possible deal and Intel's existing foundries could potentially offer an added advantage to Intel over time, meaning AMD investors should monitor any related developments.</p>\n<h2>The bottom line</h2>\n<p>Lisa Su's leadership has made AMD one of the most influential companies in the chip industry. Moreover, its valuation, especially relative to Nvidia, makes it a great buy despite the lack of control over manufacturing. While investors should consider AMD, they should also keep an eye on Intel and Taiwan-China relations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy AMD, and 1 Reason to Sell</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 Reasons to Buy AMD, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/16/3-reasons-to-buy-amd-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Once left for dead by investors, AMD has become a force in the semiconductor industry. It now holds a technical lead over longtime archrival Intel (NASDAQ:INTC) and has scored many victories over GPU ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/16/3-reasons-to-buy-amd-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/08/16/3-reasons-to-buy-amd-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159634222","content_text":"Once left for dead by investors, AMD has become a force in the semiconductor industry. It now holds a technical lead over longtime archrival Intel (NASDAQ:INTC) and has scored many victories over GPU giant NVIDIA Corp.\nDespite its growth, investors should pay closer attention to three reasons to buy more, as well as a critical vulnerability that could undermine the chip stock's success.\n\nImage source: Getty Images.\nLeadership\nWhen I say \"leadership,\" I mean CEO Lisa Su. Su took the helm at AMD in 2014 and turned what was a penny stock on the verge of bankruptcy into a semiconductor powerhouse.\nSu told CNN that she worked to turn things around by finding the areas where AMD could succeed. The company decided to focus on CPUs and GPUs and sold or closed its remaining businesses.\nIt then sought to speed up development. Even though the three-to-five-year chip development cycle limited what the company could do, she bought time by speeding up the \"tick-tock\" cycle developed by Intel. This meant it would improve manufacturing processes and develop new architecture simultaneously.\nOver time, tech customers and investors alike began to believe in the comeback story. In 2017, AMD released its first Ryzen desktop and EYPC server processors, and its stock began to rise above penny-stock status.\nTechnical edge\nIntel's struggles in moving beyond the 14 nm chip-making process also helped AMD. By 2018, signs of uncertainty began to appear regarding its 10 nm chip release, issues that linger to this day. It still has not released its Alder Lake 10 nm desktop CPU yet, though some analysts expect it to come out in Q4. In contrast, AMD has marketed 7 nm chips since 2019, and Intel does not expect to release its first 7 nm chip in 2023. Consequently, AMD finally surpassed Intel in the desktop market, claiming a 51% market share, according to PassMark Software.\nAccording to Jon Peddie Research, AMD has not experienced an overall technical advantage against Nvidia, and its GPU market share stands at 19%. However, it has achieved some competitive victories over the GPU giant. Both Sony's PlayStation and Microsoft's Xbox gaming consoles run on AMD chips. AMD GPUs also power Tesla Motors' vehicles.\nGrowth and valuation\nThe financials seem to reflect these technical successes, helping to make AMD a top growth stock to buy right now. For the first six months of 2021, revenue of $7.3 billion surged 96% compared with the first two quarters of 2020. Revenue growth, along with a slower increase in operating expenses, played a role in net income almost quadrupling to just under $1.3 billion. Also, while AMD may not maintain this pace as society reopens, the company still expects 60% overall revenue growth in 2021 compared with the prior year.\nDespite these massive increases, AMD's P/E ratio has steadily dropped. Its multiple of 38 is its lowest valuation since Su took over as CEO. It also remains significantly cheaper than Nvidia, whose P/E ratio now approaches 95.\nThis likely means the stock has failed to price in the company's growth. AMD has only increased by more than 25% over the last 12 months, far behind Nvidia's growth of more than 80% during that time.\n\nAMD data by YCharts\nReasons to sell: It does not own its fabs\nHowever, this is not as negative as its dependence on Taiwan Semiconductor Manufacturing. AMD does not own fabs, meaning it depends on TSMC for its production. While TSMC currently holds a technical lead, it is in the geopolitically vulnerable country of Taiwan. Should tensions escalate between Taiwan and China, it could dramatically curtail AMD's output.\nAdditionally, GlobalFoundries, the company formed after AMD spun off its chip foundries, is now a potential acquisition target of its archrival Intel, according to those familiar with this issue. This possible deal and Intel's existing foundries could potentially offer an added advantage to Intel over time, meaning AMD investors should monitor any related developments.\nThe bottom line\nLisa Su's leadership has made AMD one of the most influential companies in the chip industry. Moreover, its valuation, especially relative to Nvidia, makes it a great buy despite the lack of control over manufacturing. While investors should consider AMD, they should also keep an eye on Intel and Taiwan-China relations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830284383,"gmtCreate":1629076000742,"gmtModify":1676529921239,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Detailed analysis.. thanks for sharing.. why would NV &amp; arm deal fail to close ?","listText":"Detailed analysis.. thanks for sharing.. why would NV &amp; arm deal fail to close ?","text":"Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830284383","repostId":"1138705612","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895336163,"gmtCreate":1628723609152,"gmtModify":1676529829763,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895336163","repostId":"2158285288","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}