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CaseyLKC

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11-09

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自2022年以来马斯克身家首次突破3000亿美元

11-09

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11-06

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11-05

Trump will win due the capitalist and support by the businessman who drive the US economy

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10-23

$Tesla Motors(TSLA)$ Strong fundamentals, valueble stock to keep for long term

10-22

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Elon Musk Offers $1 Million Daily Prize for Signing His Petition

Go to Tiger App to see more news

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05:49","market":"us","language":"zh","title":"自2022年以来 马斯克身家首次突破3000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2482028452","media":"媒体滚动","summary":"周五特斯拉收涨8.19%，报321.22美元，市值1.03万亿美元，为2022年以来首次超过1万亿美元。马斯克身家三年来首次超过3000亿美元。　　自特朗普胜选以来，马斯克个人财富的增长额远超其他彭博亿万富翁。特斯拉本周股价累涨29%，使马斯克的财富增加了500亿美元，达到3137亿美元。　　特朗普已公开表示将采取有利于马斯克企业的行动。　　此外，这位当选总统还提出了让马斯克在其政府中担任新设立的效率主管一职的想法。","content":"<html><body><div>\n<p>　　周五<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>收涨8.19%，报321.22美元，市值1.03万亿美元，为2022年以来首次超过1万亿美元。马斯克身家三年来首次超过3000亿美元。</p>\n<p>　　自特朗普胜选以来，马斯克个人财富的增长额远超其他彭博亿万富翁。特斯拉本周股价累涨29%，使马斯克的财富增加了500亿美元，达到3137亿美元。</p>\n<p>　　特朗普已公开表示将采取有利于马斯克企业的行动。他说，由于特斯拉联合创始人的支持，他将重新考虑放缓向电动汽车过渡的计划。特朗普还表示支持马斯克旗下的SpaceX公司，以及该公司推动登陆火星的计划。</p>\n<p>　　此外，这位当选总统还提出了让马斯克在其政府中担任新设立的效率主管一职的想法。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李桐 </p>\n</div></body></html>","source":"sina_us","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>自2022年以来 马斯克身家首次突破3000亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n自2022年以来 马斯克身家首次突破3000亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 05:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/7x24/2024-11-09/doc-incvmezw3242904.shtml><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五特斯拉收涨8.19%，报321.22美元，市值1.03万亿美元，为2022年以来首次超过1万亿美元。马斯克身家三年来首次超过3000亿美元。\n　　自特朗普胜选以来，马斯克个人财富的增长额远超其他彭博亿万富翁。特斯拉本周股价累涨29%，使马斯克的财富增加了500亿美元，达到3137亿美元。\n　　特朗普已公开表示将采取有利于马斯克企业的行动。他说，由于特斯拉联合创始人的支持，他将重新考虑放缓向...</p>\n\n<a href=\"https://finance.sina.com.cn/7x24/2024-11-09/doc-incvmezw3242904.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) 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SGD"},"source_url":"https://finance.sina.com.cn/7x24/2024-11-09/doc-incvmezw3242904.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482028452","content_text":"周五特斯拉收涨8.19%，报321.22美元，市值1.03万亿美元，为2022年以来首次超过1万亿美元。马斯克身家三年来首次超过3000亿美元。\n　　自特朗普胜选以来，马斯克个人财富的增长额远超其他彭博亿万富翁。特斯拉本周股价累涨29%，使马斯克的财富增加了500亿美元，达到3137亿美元。\n　　特朗普已公开表示将采取有利于马斯克企业的行动。他说，由于特斯拉联合创始人的支持，他将重新考虑放缓向电动汽车过渡的计划。特朗普还表示支持马斯克旗下的SpaceX公司，以及该公司推动登陆火星的计划。\n　　此外，这位当选总统还提出了让马斯克在其政府中担任新设立的效率主管一职的想法。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368939076649152,"gmtCreate":1731114558997,"gmtModify":1731114562424,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368939076649152","repostId":"2482365451","repostType":2,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368079670305088,"gmtCreate":1730903767059,"gmtModify":1730903770994,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368079670305088","repostId":"1120047029","repostType":2,"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367818031816736,"gmtCreate":1730817178777,"gmtModify":1730817182908,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367818031816736","repostId":"1157351910","repostType":2,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367816576823560,"gmtCreate":1730816812620,"gmtModify":1730818122489,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Trump 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Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1729395300,"share":"https://ttm.financial/m/news/2476776283?lang=&edition=fundamental","pubTime":"2024-10-20 11:35","market":"hk","language":"en","title":"Elon Musk Offers $1 Million Daily Prize for Signing His Petition","url":"https://stock-news.laohu8.com/highlight/detail?id=2476776283","media":"Dow Jones","summary":"Billionaire Elon Musk said Saturday that he will be awarding $1 million a day until the election to one randomly selected person who has signed America PAC's petition pledging to uphold the right to free speech and the right to bear arms.Musk founded America PAC to register voters in swing states and persuade them to vote for Republican Donald Trump. The splashy move by the Tesla and SpaceX founder stakes out uncharted territory in American politics.Musk made the announcement at a rally in Harrisburg, Pa., and gave the first check to an audience member. \"One of the challenges we're having is, like, how do we get people to know about this petition?\" said Musk. \"This news I think is going to really fly.\". America PAC's account on X said the offer is available to registered Pennsylvania voters who sign the petition. The group had previously unveiled an offer of $100 for Pennsylvania voters who signed the petition, and $47 for voters from other battleground states including Michigan and Wi","content":"<html><head></head><body><p>Billionaire Elon Musk said Saturday that he will be awarding $1 million a day until the election to one randomly selected person who has signed America PAC&#39;s petition pledging to uphold the right to free speech and the right to bear arms.</p><p>Musk founded America PAC to register voters in swing states and persuade them to vote for Republican Donald Trump. The splashy move by the Tesla and SpaceX founder stakes out uncharted territory in American politics.</p><p>Musk made the announcement at a rally in Harrisburg, Pa., and gave the first check to an audience member. &#34;One of the challenges we&#39;re having is, like, how do we get people to know about this petition?&#34; said Musk. &#34;This news I think is going to really fly.&#34;</p><p>America PAC&#39;s account on X said the offer is available to registered Pennsylvania voters who sign the petition. The group had previously unveiled an offer of $100 for Pennsylvania voters who signed the petition, and $47 for voters from other battleground states including Michigan and Wisconsin. The petition reads: &#34;By signing below, I am pledging my support for the First and Second Amendments.&#34;</p><p>Musk poured $75 million into America PAC in the three months through September, according to federal filings.</p><p>Ahead of the new $1 million announcement, election-law specialists had been divided on whether offering rewards for signing the petition -- open only to registered voters -- overstepped the law by providing an incentive to register. A Musk attorney didn&#39;t immediately respond to a request for comment about the matter late Saturday.</p><p>It is a federal crime to pay people with the intention of inducing or rewarding them to cast a vote or to get registered, an offense punishable by prison time. The prohibition covers not only monetary expenditures, but also anything of monetary value like &#34;liquor, lottery chances, and welfare benefits,&#34; a Justice Department election-crimes manual says.</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>Elon Musk Offers $1 Million Daily Prize for Signing His Petition</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\">\nElon Musk Offers $1 Million Daily Prize for Signing His Petition\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-20 11:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Billionaire Elon Musk said Saturday that he will be awarding $1 million a day until the election to one randomly selected person who has signed America PAC&#39;s petition pledging to uphold the right to free speech and the right to bear arms.</p><p>Musk founded America PAC to register voters in swing states and persuade them to vote for Republican Donald Trump. The splashy move by the Tesla and SpaceX founder stakes out uncharted territory in American politics.</p><p>Musk made the announcement at a rally in Harrisburg, Pa., and gave the first check to an audience member. &#34;One of the challenges we&#39;re having is, like, how do we get people to know about this petition?&#34; said Musk. &#34;This news I think is going to really fly.&#34;</p><p>America PAC&#39;s account on X said the offer is available to registered Pennsylvania voters who sign the petition. The group had previously unveiled an offer of $100 for Pennsylvania voters who signed the petition, and $47 for voters from other battleground states including Michigan and Wisconsin. The petition reads: &#34;By signing below, I am pledging my support for the First and Second Amendments.&#34;</p><p>Musk poured $75 million into America PAC in the three months through September, according to federal filings.</p><p>Ahead of the new $1 million announcement, election-law specialists had been divided on whether offering rewards for signing the petition -- open only to registered voters -- overstepped the law by providing an incentive to register. A Musk attorney didn&#39;t immediately respond to a request for comment about the matter late Saturday.</p><p>It is a federal crime to pay people with the intention of inducing or rewarding them to cast a vote or to get registered, an offense punishable by prison time. The prohibition covers not only monetary expenditures, but also anything of monetary value like &#34;liquor, lottery chances, and welfare benefits,&#34; a Justice Department election-crimes manual says.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","DJT":"特朗普媒体科技集团"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476776283","content_text":"Billionaire Elon Musk said Saturday that he will be awarding $1 million a day until the election to one randomly selected person who has signed America PAC's petition pledging to uphold the right to free speech and the right to bear arms.Musk founded America PAC to register voters in swing states and persuade them to vote for Republican Donald Trump. The splashy move by the Tesla and SpaceX founder stakes out uncharted territory in American politics.Musk made the announcement at a rally in Harrisburg, Pa., and gave the first check to an audience member. \"One of the challenges we're having is, like, how do we get people to know about this petition?\" said Musk. \"This news I think is going to really fly.\"America PAC's account on X said the offer is available to registered Pennsylvania voters who sign the petition. The group had previously unveiled an offer of $100 for Pennsylvania voters who signed the petition, and $47 for voters from other battleground states including Michigan and Wisconsin. The petition reads: \"By signing below, I am pledging my support for the First and Second Amendments.\"Musk poured $75 million into America PAC in the three months through September, according to federal filings.Ahead of the new $1 million announcement, election-law specialists had been divided on whether offering rewards for signing the petition -- open only to registered voters -- overstepped the law by providing an incentive to register. A Musk attorney didn't immediately respond to a request for comment about the matter late Saturday.It is a federal crime to pay people with the intention of inducing or rewarding them to cast a vote or to get registered, an offense punishable by prison time. The prohibition covers not only monetary expenditures, but also anything of monetary value like \"liquor, lottery chances, and welfare benefits,\" a Justice Department election-crimes manual says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":219963692179584,"gmtCreate":1694732172927,"gmtModify":1694732177407,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Look for long terms investment mechanism&nbsp;","listText":"Look for long terms investment mechanism&nbsp;","text":"Look for long terms investment mechanism","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/219963692179584","repostId":"2367542205","repostType":2,"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914651247,"gmtCreate":1665278197489,"gmtModify":1676537580414,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/9914651247","repostId":"2273343388","repostType":4,"repost":{"id":"2273343388","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665277326,"share":"https://ttm.financial/m/news/2273343388?lang=&edition=fundamental","pubTime":"2022-10-09 09:02","market":"us","language":"en","title":"Fed's Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn","url":"https://stock-news.laohu8.com/highlight/detail?id=2273343388","media":"Dow Jones","summary":"Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support o","content":"<html><head></head><body><p>Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.</p><p>The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.</p><p>Fed Chairman Jerome Powell has said the central bank isn&#39;t trying to cause a recession, but it can&#39;t fail in its effort to bring down inflation. &#34;I wish there was a painless way to do that. There isn&#39;t,&#34; he said last month.</p><p>Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.</p><p>&#34;They&#39;ve done a tremendous amount of tightening,&#34; said Greg Mankiw, a Harvard University economist who advised President George W. Bush. &#34;Recessions are painful for a lot of people. I think Powell&#39;s right that some pain is probably inevitable...but you don&#39;t want to cause more than is necessary.&#34;</p><p>Until June, officials hadn&#39;t lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.</p><p>&#34;I would slowly ease the foot off the brake,&#34; Mr. Mankiw said. &#34;That means probably for a given meeting, if they&#39;re debating 50 or 75, go with 50 instead of 75.&#34;</p><p>Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. &#34;They need to downshift soon. They need to somehow downshift without backing off,&#34; he said.</p><p>Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.</p><p>&#34;Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we&#39;re approaching that point,&#34; said Brian Sack, who ran the New York Fed&#39;s markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.</p><p>Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.</p><p>Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed&#39;s rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.</p><p>Asset prices have also taken a beating,  which tends to reduce spending and investment.  A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.</p><p>&#34;The housing market doesn&#39;t look pretty, and that will eventually spread to the rest of the economy,&#34; said Mr. Mankiw. Lower asset prices will, too, at some point, he said.</p><p>Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.</p><p>The strong U.S. labor market is fueling several officials&#39; concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.</p><p>Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed&#39;s projected policy path as broadly appropriate. &#34;If anything, I think the risks show they&#39;re going to have to raise rates a bit more than they&#39;re suggesting,&#34; he said. &#34;The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred.&#34;</p><p>Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data &#34;because they have absolutely zero confidence in their ability to forecast inflation,&#34; said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is &#34;pretty concerning.&#34;</p><p>One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn&#39;t shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.</p><p>Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be &#34;held hostage by something you know with high confidence is going to reverse in the coming months.&#34;</p><p>New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed&#39;s 2% goal.</p><p>Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed&#39;s 2% target than to lift inflation from below that level.</p><p>Now, officials have signaled they are willing to err on the side of raising rates too much because they don&#39;t want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.</p><p>&#34;There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control,&#34; Mr. Powell said last month.</p><p>Fed officials have spent considerable time studying the 1970s &#34;and will avoid making those mistakes,&#34; said Diane Swonk, chief economist at accounting firm KPMG. &#34;But it opens the door to a whole host of new mistakes.&#34;</p><p>Mr. Sack said he sees meaningful risks from both too much and too little tightening. &#34;It&#39;s not a completely one-sided story,&#34; he said. &#34;There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control.&#34;</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>Fed's Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn</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\">\nFed's Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-09 09:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.</p><p>The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.</p><p>Fed Chairman Jerome Powell has said the central bank isn&#39;t trying to cause a recession, but it can&#39;t fail in its effort to bring down inflation. &#34;I wish there was a painless way to do that. There isn&#39;t,&#34; he said last month.</p><p>Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.</p><p>&#34;They&#39;ve done a tremendous amount of tightening,&#34; said Greg Mankiw, a Harvard University economist who advised President George W. Bush. &#34;Recessions are painful for a lot of people. I think Powell&#39;s right that some pain is probably inevitable...but you don&#39;t want to cause more than is necessary.&#34;</p><p>Until June, officials hadn&#39;t lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.</p><p>&#34;I would slowly ease the foot off the brake,&#34; Mr. Mankiw said. &#34;That means probably for a given meeting, if they&#39;re debating 50 or 75, go with 50 instead of 75.&#34;</p><p>Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. &#34;They need to downshift soon. They need to somehow downshift without backing off,&#34; he said.</p><p>Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.</p><p>&#34;Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we&#39;re approaching that point,&#34; said Brian Sack, who ran the New York Fed&#39;s markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.</p><p>Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.</p><p>Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed&#39;s rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.</p><p>Asset prices have also taken a beating,  which tends to reduce spending and investment.  A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.</p><p>&#34;The housing market doesn&#39;t look pretty, and that will eventually spread to the rest of the economy,&#34; said Mr. Mankiw. Lower asset prices will, too, at some point, he said.</p><p>Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.</p><p>The strong U.S. labor market is fueling several officials&#39; concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.</p><p>Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed&#39;s projected policy path as broadly appropriate. &#34;If anything, I think the risks show they&#39;re going to have to raise rates a bit more than they&#39;re suggesting,&#34; he said. &#34;The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred.&#34;</p><p>Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data &#34;because they have absolutely zero confidence in their ability to forecast inflation,&#34; said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is &#34;pretty concerning.&#34;</p><p>One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn&#39;t shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.</p><p>Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be &#34;held hostage by something you know with high confidence is going to reverse in the coming months.&#34;</p><p>New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed&#39;s 2% goal.</p><p>Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed&#39;s 2% target than to lift inflation from below that level.</p><p>Now, officials have signaled they are willing to err on the side of raising rates too much because they don&#39;t want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.</p><p>&#34;There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control,&#34; Mr. Powell said last month.</p><p>Fed officials have spent considerable time studying the 1970s &#34;and will avoid making those mistakes,&#34; said Diane Swonk, chief economist at accounting firm KPMG. &#34;But it opens the door to a whole host of new mistakes.&#34;</p><p>Mr. Sack said he sees meaningful risks from both too much and too little tightening. &#34;It&#39;s not a completely one-sided story,&#34; he said. &#34;There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273343388","content_text":"Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.Fed Chairman Jerome Powell has said the central bank isn't trying to cause a recession, but it can't fail in its effort to bring down inflation. \"I wish there was a painless way to do that. There isn't,\" he said last month.Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.\"They've done a tremendous amount of tightening,\" said Greg Mankiw, a Harvard University economist who advised President George W. Bush. \"Recessions are painful for a lot of people. I think Powell's right that some pain is probably inevitable...but you don't want to cause more than is necessary.\"Until June, officials hadn't lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.\"I would slowly ease the foot off the brake,\" Mr. Mankiw said. \"That means probably for a given meeting, if they're debating 50 or 75, go with 50 instead of 75.\"Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. \"They need to downshift soon. They need to somehow downshift without backing off,\" he said.Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.\"Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we're approaching that point,\" said Brian Sack, who ran the New York Fed's markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed's rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.Asset prices have also taken a beating,  which tends to reduce spending and investment.  A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.\"The housing market doesn't look pretty, and that will eventually spread to the rest of the economy,\" said Mr. Mankiw. Lower asset prices will, too, at some point, he said.Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.The strong U.S. labor market is fueling several officials' concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed's projected policy path as broadly appropriate. \"If anything, I think the risks show they're going to have to raise rates a bit more than they're suggesting,\" he said. \"The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred.\"Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data \"because they have absolutely zero confidence in their ability to forecast inflation,\" said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is \"pretty concerning.\"One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn't shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be \"held hostage by something you know with high confidence is going to reverse in the coming months.\"New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed's 2% goal.Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed's 2% target than to lift inflation from below that level.Now, officials have signaled they are willing to err on the side of raising rates too much because they don't want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.\"There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control,\" Mr. Powell said last month.Fed officials have spent considerable time studying the 1970s \"and will avoid making those mistakes,\" said Diane Swonk, chief economist at accounting firm KPMG. \"But it opens the door to a whole host of new mistakes.\"Mr. Sack said he sees meaningful risks from both too much and too little tightening. \"It's not a completely one-sided story,\" he said. \"There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217151377211552,"gmtCreate":1694038828976,"gmtModify":1694038833324,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217151377211552","repostId":"1115749024","repostType":2,"repost":{"id":"1115749024","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":1694014097,"share":"https://ttm.financial/m/news/1115749024?lang=&edition=fundamental","pubTime":"2023-09-06 23:28","market":"us","language":"en","title":"U.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5%, S&P 500 Fell Over 0.7% While Nasdaq Crashed Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115749024","media":"Tiger Newspress","summary":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&P 500 fell 0.79% while Nasdaq crashed 1.09%.","content":"<html><head></head><body><p>U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&amp;P 500 fell 0.79% while Nasdaq crashed 1.09%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc593e6953a275fe98e1473381fb5d78\" tg-width=\"629\" tg-height=\"111\"/></p><p></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>U.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5%, S&P 500 Fell Over 0.7% While Nasdaq Crashed Over 1%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5%, S&P 500 Fell Over 0.7% While Nasdaq Crashed Over 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-09-06 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&amp;P 500 fell 0.79% while Nasdaq crashed 1.09%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc593e6953a275fe98e1473381fb5d78\" tg-width=\"629\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115749024","content_text":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&P 500 fell 0.79% while Nasdaq crashed 1.09%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239753109930056,"gmtCreate":1699570374920,"gmtModify":1699570379582,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"I think we should look at long term investment instead of short term","listText":"I think we should look at long term investment instead of short term","text":"I think we should look at long term investment instead of short term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239753109930056","repostId":"2382219938","repostType":4,"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250512739602568,"gmtCreate":1702179458529,"gmtModify":1702179462760,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250512739602568","repostId":"2389855445","repostType":2,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293492000231520,"gmtCreate":1712672836747,"gmtModify":1712672840438,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Worth for long term investment, strong fundamentals.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Worth for long term investment, strong fundamentals.","text":"$Tesla Motors(TSLA)$ Worth for long term investment, strong fundamentals.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/293492000231520","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969385935,"gmtCreate":1668356505627,"gmtModify":1676538044452,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great, this is the valuable stock and strong cash cow to hold for long term&nbsp;","listText":"Great, this is the valuable stock and strong cash cow to hold for long term&nbsp;","text":"Great, this is the valuable stock and strong cash cow to hold for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969385935","repostId":"2282045323","repostType":4,"repost":{"id":"2282045323","pubTimestamp":1668308411,"share":"https://ttm.financial/m/news/2282045323?lang=&edition=fundamental","pubTime":"2022-11-13 11:00","market":"us","language":"en","title":"Tesla: Laying Out The $4.5 Trillion Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2282045323","media":"seekingalpha","summary":"SummaryElon Musk has made a bold claim, betting that his company could be worth more than Apple and Saudi Aramco combined.We outline the case in which Tesla could achieve this valuation, and how it wo","content":"<html><head></head><body><h2>Summary</h2><ul><li>Elon Musk has made a bold claim, betting that his company could be worth more than Apple and Saudi Aramco combined.</li><li>We outline the case in which Tesla could achieve this valuation, and how it would do so.</li><li>Tesla seems significantly undervalued to us, given its potential with fully self-driving and a large-scale FSD Beta rollout about to occur.</li><li>We point out why EV adoption is expected to occur sooner than expected as the price of Li-Ion batteries comes down due to cost curve declines.</li><li>The market seems to overlook the drastic effect of the Inflation Reduction Act on Tesla and its ability to produce integrated battery packs at &lt;$50/kWh.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180c16afce274906718caded3b4c36c3\" tg-width=\"750\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/><span>Nikola Tesla Alice Fox/iStock via Getty Images</span></p><p>In the Q3 earnings call, Tesla (NASDAQ:TSLA) CEO Elon Musk gave investors a hint of what Tesla&#39;s potential future could look like. He expressed that for the first time he sees a way Tesla could be valued more than Apple (AAPL) and Saudi Aramco (ARMCO) combined, or twice Saudi Aramco.</p><blockquote>I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined. So, now that doesn&#39;t mean it will happen or that will be easy. In fact, I think it will be very difficult. It will require a lot of work, some very creative new products, manage expansion and always the luck. (Elon Musk, Q3 Earnings Call)</blockquote><p>This is not the first time Elon has made such bold claims, similar to 2017 when he predicted that Tesla had the potential to become worth more than Apple, which was then worth $700BN. At that time, Tesla was valued at only $25BN, leading many media outlets to label the claim as &#34;insane,&#34; although Tesla surpassed the $700BN mark in January 2021.</p><p>We think Tesla is significantly undervalued for long-term investors and believe Tesla can live up to its expectations of becoming a $4.5T company in the next 8-10 years. Here&#39;s why.</p><h2>Disruptive EV Adoption</h2><p>To understand where Tesla is headed, we must first look at where the car market in general is headed. Old car manufacturers and large manufacturers of ICE vehicles seem to be up to their ears in debt. As you can see below, some automakers have debt in excess of $100 billion, while Tesla has net debt that is actually negative because they have $21 billion in cash and virtually no debt.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ba3f711623777e45588259627dee161\" tg-width=\"640\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/><span>Author&#39;s Visualisation, Seeking Alpha Data</span></p><p>This means that in an industry changing toward EVs, they will have to compete while buried in debt attributable to their old ICE vehicles that required intensive investment, compared to battery electric vehicles (BEVs), which are made for the future and immediate profit. Especially in an environment where interest rates are rising at record rates and debt is becoming more expensive to repay.</p><p>And only a small percentage of car sales are currently BEVs. In the second quarter of this year, only 5.6% of car sales were BEVs, or 12.6% if hybrid vehicles are included. Although we can look at a country, that could be a telltale sign of what the future might look like. Last year, 91.5% of all cars registered in Norway were BEVs or hybrids. This change was quite rapid, as in 2016, 5 years earlier, only 29.1% were plug-in vehicles.</p><p>But if we look at who has the most market share, it seems pretty clear. Model Y and Model 3 dominate. For the last quarter of October this year, Tesla&#39;s market share is 19.36% of all BEVs, which overall make up the most car sales in the country. And while an assumption of 20% market share when it comes to Tesla may seem absurd to some, in 1961 GM (GM) had a 50.7% market share and Ford (F) had a 29.3% market share. While both currently have a market share of only nearly 15% and declining.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8501bc2a5e1284584c5bd59d80adaac\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla IR</span></p><h2>Lithium Is The New Oil</h2><p>We think it is no coincidence that Elon Musk specifically chose Apple and Saudi Aramco as the 2 companies with market capitalization that he would like to surpass. In a sense, Tesla stands for the proposition that &#34;Lithium is the new oil&#34; and is competing with Saudi Aramco when it comes to energy in the form of batteries/solar cells. The comparison to Apple, in a way, is Tesla&#39;s ambition to derive revenue from its software (FSD Beta) and supercomputers (Dojo) and robotics/automation. Technically, a Tesla is a giant computer on wheels.</p><p>But looking deeper into batteries, there are many factors that we believe investors have yet to recognize. One is the cost reduction of batteries and battery packs. Indeed, the battery pack is still currently the most expensive part of an EV, and they are falling dramatically. In 2010, for example, the price per kWh for a battery pack was $1220, and that dropped to $132 last year. In China, the price for a battery pack is seemingly already at $111 per kWh.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a40d3dcc2180d3e1380b9e781205940a\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/><span>Author&#39;s Visualisation, Bloomberg Data</span></p><p>This plays a crucial role since at $100 per kWh EVs should have the same sticker price as ICE vehicles. Currently, it can already be cheaper to operate an EV (fuel costs, maintenance, etc.), although the sticker price is still above that of an EV. But when that paradigm changes, it should become particularly unattractive from an economic standpoint to buy an ICE vehicle since it is more expensive to buy and operate. Especially if EV prices continue to fall below the sticker prices of ICE vehicles.</p><p>According to Wright&#39;s law, for example, for every cumulative doubling of the number of units produced, the cost should fall by a constant percentage. For Lithium-Ion batteries, this appears to be 28%. BloombergNEF forecasts the price of Lithium-Ion batteries at $62 per kWh by 2030, while we think it will be significantly lower because it has also been heavily underestimated in the past. In the latest earnings call, Elon Musk told investors that once the 4680 battery cell is fully integrated, he believes there is a path to $70 per kWh cell. That would already be less than the $80 per kWh target set by Renault and Ford for 2030.</p><p>Perhaps the craziest part is that he told investors that would be &#34;before any incentive.&#34; As recently, with the Inflation Reduction Act, Tesla will likely meet the tax credit offers $35 per kWh for each battery cell, and $10 per kWh for each battery module, which would bring the price per kWh down to $25. Tesla says it is doing all it can, going &#34;pedal to the metal&#34; to provide 1,000 GWh of batteries per year. According to our calculations, that would be enough to build more than 10 million EVs a year with Tesla&#39;s batteries alone.</p><h2>Tesla&#39;s Operational Leverage</h2><p>Yet another factor, which is usually not considered, is Tesla&#39;s tremendous operating leverage compared to its industry competitors. And we believe that this will only improve through down the cost curve, economies of scale and operational efficiencies. In the chart below, you can see how little additional operating cost is actually incurred, even as production scales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fbbc8e4f4207527115f3f2bace27f74\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>TIKR Terminal</span></p><p>For example, Tesla&#39;s adjusted EBITDA margin in the first quarter of 2022 was 26.8%, which we believe they should be able to bring to 30% over the next 8 to 10 years, attributable to operational efficiencies, economies of scale, 4680 battery cells and more. For example, one of the more overlooked areas where Tesla is pushing the limits in cost reduction is their way of manufacturing with a Giga Press.</p><p>They are basically trying to make complete cars the same way toy cars are made, with a giant Giga press of 9,000 tons of power. When they first floated the idea, the 6 machine manufacturers said outright &#34;no,&#34; probably because it seemed like an extremely challenging job. One manufacturer said &#34;maybe,&#34; and that ended up being IDRA, which currently makes Tesla&#39;s Giga presses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a39ee471c877c9637b416c1c4dbab8\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla IR</span></p><p>And perhaps most importantly, Tesla&#39;s new platform they are developing, which will be smaller than the Model 3 and Model Y, but half the cost of those models. In the latest earnings call, Elon Musk explained how they are working on being able to make two cars for the amount of effort it currently takes to make one Model 3. He also said that production of this platform should exceed production of all other models combined.</p><p>Tesla is very adaptive when it comes to innovation and new operational efficiencies, often removing unnecessary parts or finding and adapting technical inefficiencies to new iterations while still vertically integrating production.</p><h2>Software Revenues</h2><p>And now perhaps Tesla&#39;s most controversial (future) revenue stream: Full Self Driving Beta (FSD), RoboTaxi, and their AI as in Dojo and Optimus. Although some still think autonomous vehicles are impossible, they are actually already here. And it&#39;s probably a matter of &#34;when&#34; Tesla solves fully autonomous driving, rather than an &#34;if.&#34;</p><p>Driverless vehicles and automation have made a lot of progress recently, without too much attention in the mainstream media. Companies like Waymo and Cruise have already recently started operating fleets of RoboTaxis in cities like San Francisco, albeit on pre-mapped routes and their cars are equipped with many additional sensors, and often Lidar/radar. Tesla is trying to solve the autonomous issue with vision.</p><p>As you can see from the graph below, the number of cumulative miles driven with FSD Beta is going up exponentially. Even before it has been widely released. This should continue to develop exponentially, especially since we are very close to a large-scale beta release, which is expected to come any day now. Tesla has a huge data advantage, as almost its entire fleet of cars is equipped with cameras that can perform FSD. And this should continue to grow as Tesla delivers millions more cars to this existing fleet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc1655bea3ba10974b7854b6b4b7ea65\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla IR</span></p><p>Compared to Waymo and Cruise, Tesla simply already has a fleet of millions ready to be deployed once FSD is capable of being many times safer than the average driver, and can be loaned out by its owners when their car is not operational. Fun fact: cars spend 95% of their operational time parked in cities. Elon Musk said in a recent interview that autonomous cars should become roughly 5 times more useful, but cost the same amount of money to build.</p><p>Tesla currently already rakes in 25-30% gross margin. If Tesla solves overall autonomy and a car becomes 5x more useful, that completely changes Tesla&#39;s valuation. During the last earnings call, Elon Musk told investors that the team is making a lot of progress with the RoboTaxi platform. We think this platform will come in 2024 at the earliest, but it could be later. We do see it as an inevitability, given how close Tesla is getting to solving generalized autonomy.</p><p>For critics, we highly recommend looking at Tesla&#39;s latest FSD Beta (10.69.3) and comparing it to where FSD Beta was 2 years ago. In our view, humans are capable of driving using vision, and a neural net should eventually be able to do so as well once it has been trained enough and given enough data.</p><h2>Putting The Pieces Together</h2><p>If our assumptions are correct, Tesla should be able to reach its market capital of $4.5 billion in 8-10 years. It would do this by capturing most of the EV market, as in Norway (about 20%), which should amount to 20 million vehicles per year out of a total of 100 million vehicles produced annually by 2030-2032.</p><p>As mentioned earlier, we believe that the cost reduction of lithium-ion batteries will significantly drive the transition to EVs even without the inflation-limiting law. We predict that EVs will reach the same price very soon, within 1-2 years, and that demand for EVs will exceed demand for ICE vehicles. We believe Tesla has a superior advantage because it has been producing EVs for 15 years and is still years ahead in terms of volume compared to U.S. automakers.</p><p>Furthermore, we think the main threat to Tesla is Chinese automakers such as BYD (OTCPK:BYDDF), Li Auto (LI), NIO (NIO), XPeng (XPEV) and others, who have a clean balance sheet, have scaled up their production and can actually make EVs that can compete with Tesla&#39;s in terms of cost. As an even cheaper Tesla platform will be rolled out, we believe Tesla&#39;s demand will be much greater than its current supply, for which it still has a significant wait even at an annual production of 2 million cars by the end of 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f960f16ac32c8903a87da58e3e0f544a\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla IR</span></p><blockquote>I can&#39;t emphasize enough, we have excellent demand for Q4, and we expect to sell every car that we make for as far into future as we can see. So, the factories are running at full speed, and we&#39;re delivering every car we make and keeping operating margins strong. We are still a very small percentage of the total vehicles on the road. Of the 2 billion cars and trucks on the road, we only have about 3.5 million. So, we&#39;ve got a long way to go to even reach 1% of the global fleet. (Elon Musk)</blockquote><p>At 20 million vehicles and a 30% operating margin, Tesla should be expected to bring in US$1T of revenue and US$300B of operating income. At a 15x multiple, similar and relatively conservative to other tech companies, Tesla should reach a US$4.5T valuation by 2030-2032, or larger than Apple and Saudi Aramco currently combined.</p><p>Outside of competition from Chinese EVs, the only major risk we currently see is Tesla&#39;s production disruptions at its Giga Shanghai factory due to local regulators, or a lack of ability to produce enough batteries or problems along the way in scaling up their 4680 battery production.</p><p>A smaller risk we might see at Twitter, as Elon already had to sell US$4BN in Tesla shares this week to fund Twitter&#39;s negative cash flow. We believe this was a one-time event and Twitter should have sufficient funding to continue its operations for the foreseeable future.</p><h2>The Bottom Line</h2><p>With Q4 looking &#34;extremely good&#34; according to Elon Musk, and Tesla at record low valuations based on an EV to EBITDA multiple, we believe Tesla to be significantly undervalued given its growth and operational leverage. There are a lot of factors that could boost the share price of the stock in the coming months/year as well, such as Tesla&#39;s Semi, Cybertruck, Energy Storage ramp-up, and most important of all: a full-scale FSD Beta release.</p><p>We believe Tesla to be able to reach a US$4.5T market cap with its automotive operations, albeit it being in the far future and requiring exceptional execution. A wide-scale release of Tesla&#39;s FSD Beta we believe could also lead to immense improvements of its autonomous platform, bringing us one step closer to autonomy and creating even more operational leverage.</p><p>A series of successes and progress in its FSD beta could significantly boost the share price, as Tesla comes closer to reaching its infamous RoboTaxi platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c5f7f17db8893682cc7da3bb48dc168\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><i>This article is written by Wright&#39;s Research for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Laying Out The $4.5 Trillion Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Laying Out The $4.5 Trillion Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556729-tesla-tsla-laying-out-4-5-trillion-dollar-target><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryElon Musk has made a bold claim, betting that his company could be worth more than Apple and Saudi Aramco combined.We outline the case in which Tesla could achieve this valuation, and how it ...</p>\n\n<a href=\"https://seekingalpha.com/article/4556729-tesla-tsla-laying-out-4-5-trillion-dollar-target\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4556729-tesla-tsla-laying-out-4-5-trillion-dollar-target","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2282045323","content_text":"SummaryElon Musk has made a bold claim, betting that his company could be worth more than Apple and Saudi Aramco combined.We outline the case in which Tesla could achieve this valuation, and how it would do so.Tesla seems significantly undervalued to us, given its potential with fully self-driving and a large-scale FSD Beta rollout about to occur.We point out why EV adoption is expected to occur sooner than expected as the price of Li-Ion batteries comes down due to cost curve declines.The market seems to overlook the drastic effect of the Inflation Reduction Act on Tesla and its ability to produce integrated battery packs at <$50/kWh.Nikola Tesla Alice Fox/iStock via Getty ImagesIn the Q3 earnings call, Tesla (NASDAQ:TSLA) CEO Elon Musk gave investors a hint of what Tesla's potential future could look like. He expressed that for the first time he sees a way Tesla could be valued more than Apple (AAPL) and Saudi Aramco (ARMCO) combined, or twice Saudi Aramco.I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined. So, now that doesn't mean it will happen or that will be easy. In fact, I think it will be very difficult. It will require a lot of work, some very creative new products, manage expansion and always the luck. (Elon Musk, Q3 Earnings Call)This is not the first time Elon has made such bold claims, similar to 2017 when he predicted that Tesla had the potential to become worth more than Apple, which was then worth $700BN. At that time, Tesla was valued at only $25BN, leading many media outlets to label the claim as \"insane,\" although Tesla surpassed the $700BN mark in January 2021.We think Tesla is significantly undervalued for long-term investors and believe Tesla can live up to its expectations of becoming a $4.5T company in the next 8-10 years. Here's why.Disruptive EV AdoptionTo understand where Tesla is headed, we must first look at where the car market in general is headed. Old car manufacturers and large manufacturers of ICE vehicles seem to be up to their ears in debt. As you can see below, some automakers have debt in excess of $100 billion, while Tesla has net debt that is actually negative because they have $21 billion in cash and virtually no debt.Author's Visualisation, Seeking Alpha DataThis means that in an industry changing toward EVs, they will have to compete while buried in debt attributable to their old ICE vehicles that required intensive investment, compared to battery electric vehicles (BEVs), which are made for the future and immediate profit. Especially in an environment where interest rates are rising at record rates and debt is becoming more expensive to repay.And only a small percentage of car sales are currently BEVs. In the second quarter of this year, only 5.6% of car sales were BEVs, or 12.6% if hybrid vehicles are included. Although we can look at a country, that could be a telltale sign of what the future might look like. Last year, 91.5% of all cars registered in Norway were BEVs or hybrids. This change was quite rapid, as in 2016, 5 years earlier, only 29.1% were plug-in vehicles.But if we look at who has the most market share, it seems pretty clear. Model Y and Model 3 dominate. For the last quarter of October this year, Tesla's market share is 19.36% of all BEVs, which overall make up the most car sales in the country. And while an assumption of 20% market share when it comes to Tesla may seem absurd to some, in 1961 GM (GM) had a 50.7% market share and Ford (F) had a 29.3% market share. While both currently have a market share of only nearly 15% and declining.Tesla IRLithium Is The New OilWe think it is no coincidence that Elon Musk specifically chose Apple and Saudi Aramco as the 2 companies with market capitalization that he would like to surpass. In a sense, Tesla stands for the proposition that \"Lithium is the new oil\" and is competing with Saudi Aramco when it comes to energy in the form of batteries/solar cells. The comparison to Apple, in a way, is Tesla's ambition to derive revenue from its software (FSD Beta) and supercomputers (Dojo) and robotics/automation. Technically, a Tesla is a giant computer on wheels.But looking deeper into batteries, there are many factors that we believe investors have yet to recognize. One is the cost reduction of batteries and battery packs. Indeed, the battery pack is still currently the most expensive part of an EV, and they are falling dramatically. In 2010, for example, the price per kWh for a battery pack was $1220, and that dropped to $132 last year. In China, the price for a battery pack is seemingly already at $111 per kWh.Author's Visualisation, Bloomberg DataThis plays a crucial role since at $100 per kWh EVs should have the same sticker price as ICE vehicles. Currently, it can already be cheaper to operate an EV (fuel costs, maintenance, etc.), although the sticker price is still above that of an EV. But when that paradigm changes, it should become particularly unattractive from an economic standpoint to buy an ICE vehicle since it is more expensive to buy and operate. Especially if EV prices continue to fall below the sticker prices of ICE vehicles.According to Wright's law, for example, for every cumulative doubling of the number of units produced, the cost should fall by a constant percentage. For Lithium-Ion batteries, this appears to be 28%. BloombergNEF forecasts the price of Lithium-Ion batteries at $62 per kWh by 2030, while we think it will be significantly lower because it has also been heavily underestimated in the past. In the latest earnings call, Elon Musk told investors that once the 4680 battery cell is fully integrated, he believes there is a path to $70 per kWh cell. That would already be less than the $80 per kWh target set by Renault and Ford for 2030.Perhaps the craziest part is that he told investors that would be \"before any incentive.\" As recently, with the Inflation Reduction Act, Tesla will likely meet the tax credit offers $35 per kWh for each battery cell, and $10 per kWh for each battery module, which would bring the price per kWh down to $25. Tesla says it is doing all it can, going \"pedal to the metal\" to provide 1,000 GWh of batteries per year. According to our calculations, that would be enough to build more than 10 million EVs a year with Tesla's batteries alone.Tesla's Operational LeverageYet another factor, which is usually not considered, is Tesla's tremendous operating leverage compared to its industry competitors. And we believe that this will only improve through down the cost curve, economies of scale and operational efficiencies. In the chart below, you can see how little additional operating cost is actually incurred, even as production scales.TIKR TerminalFor example, Tesla's adjusted EBITDA margin in the first quarter of 2022 was 26.8%, which we believe they should be able to bring to 30% over the next 8 to 10 years, attributable to operational efficiencies, economies of scale, 4680 battery cells and more. For example, one of the more overlooked areas where Tesla is pushing the limits in cost reduction is their way of manufacturing with a Giga Press.They are basically trying to make complete cars the same way toy cars are made, with a giant Giga press of 9,000 tons of power. When they first floated the idea, the 6 machine manufacturers said outright \"no,\" probably because it seemed like an extremely challenging job. One manufacturer said \"maybe,\" and that ended up being IDRA, which currently makes Tesla's Giga presses.Tesla IRAnd perhaps most importantly, Tesla's new platform they are developing, which will be smaller than the Model 3 and Model Y, but half the cost of those models. In the latest earnings call, Elon Musk explained how they are working on being able to make two cars for the amount of effort it currently takes to make one Model 3. He also said that production of this platform should exceed production of all other models combined.Tesla is very adaptive when it comes to innovation and new operational efficiencies, often removing unnecessary parts or finding and adapting technical inefficiencies to new iterations while still vertically integrating production.Software RevenuesAnd now perhaps Tesla's most controversial (future) revenue stream: Full Self Driving Beta (FSD), RoboTaxi, and their AI as in Dojo and Optimus. Although some still think autonomous vehicles are impossible, they are actually already here. And it's probably a matter of \"when\" Tesla solves fully autonomous driving, rather than an \"if.\"Driverless vehicles and automation have made a lot of progress recently, without too much attention in the mainstream media. Companies like Waymo and Cruise have already recently started operating fleets of RoboTaxis in cities like San Francisco, albeit on pre-mapped routes and their cars are equipped with many additional sensors, and often Lidar/radar. Tesla is trying to solve the autonomous issue with vision.As you can see from the graph below, the number of cumulative miles driven with FSD Beta is going up exponentially. Even before it has been widely released. This should continue to develop exponentially, especially since we are very close to a large-scale beta release, which is expected to come any day now. Tesla has a huge data advantage, as almost its entire fleet of cars is equipped with cameras that can perform FSD. And this should continue to grow as Tesla delivers millions more cars to this existing fleet.Tesla IRCompared to Waymo and Cruise, Tesla simply already has a fleet of millions ready to be deployed once FSD is capable of being many times safer than the average driver, and can be loaned out by its owners when their car is not operational. Fun fact: cars spend 95% of their operational time parked in cities. Elon Musk said in a recent interview that autonomous cars should become roughly 5 times more useful, but cost the same amount of money to build.Tesla currently already rakes in 25-30% gross margin. If Tesla solves overall autonomy and a car becomes 5x more useful, that completely changes Tesla's valuation. During the last earnings call, Elon Musk told investors that the team is making a lot of progress with the RoboTaxi platform. We think this platform will come in 2024 at the earliest, but it could be later. We do see it as an inevitability, given how close Tesla is getting to solving generalized autonomy.For critics, we highly recommend looking at Tesla's latest FSD Beta (10.69.3) and comparing it to where FSD Beta was 2 years ago. In our view, humans are capable of driving using vision, and a neural net should eventually be able to do so as well once it has been trained enough and given enough data.Putting The Pieces TogetherIf our assumptions are correct, Tesla should be able to reach its market capital of $4.5 billion in 8-10 years. It would do this by capturing most of the EV market, as in Norway (about 20%), which should amount to 20 million vehicles per year out of a total of 100 million vehicles produced annually by 2030-2032.As mentioned earlier, we believe that the cost reduction of lithium-ion batteries will significantly drive the transition to EVs even without the inflation-limiting law. We predict that EVs will reach the same price very soon, within 1-2 years, and that demand for EVs will exceed demand for ICE vehicles. We believe Tesla has a superior advantage because it has been producing EVs for 15 years and is still years ahead in terms of volume compared to U.S. automakers.Furthermore, we think the main threat to Tesla is Chinese automakers such as BYD (OTCPK:BYDDF), Li Auto (LI), NIO (NIO), XPeng (XPEV) and others, who have a clean balance sheet, have scaled up their production and can actually make EVs that can compete with Tesla's in terms of cost. As an even cheaper Tesla platform will be rolled out, we believe Tesla's demand will be much greater than its current supply, for which it still has a significant wait even at an annual production of 2 million cars by the end of 2022.Tesla IRI can't emphasize enough, we have excellent demand for Q4, and we expect to sell every car that we make for as far into future as we can see. So, the factories are running at full speed, and we're delivering every car we make and keeping operating margins strong. We are still a very small percentage of the total vehicles on the road. Of the 2 billion cars and trucks on the road, we only have about 3.5 million. So, we've got a long way to go to even reach 1% of the global fleet. (Elon Musk)At 20 million vehicles and a 30% operating margin, Tesla should be expected to bring in US$1T of revenue and US$300B of operating income. At a 15x multiple, similar and relatively conservative to other tech companies, Tesla should reach a US$4.5T valuation by 2030-2032, or larger than Apple and Saudi Aramco currently combined.Outside of competition from Chinese EVs, the only major risk we currently see is Tesla's production disruptions at its Giga Shanghai factory due to local regulators, or a lack of ability to produce enough batteries or problems along the way in scaling up their 4680 battery production.A smaller risk we might see at Twitter, as Elon already had to sell US$4BN in Tesla shares this week to fund Twitter's negative cash flow. We believe this was a one-time event and Twitter should have sufficient funding to continue its operations for the foreseeable future.The Bottom LineWith Q4 looking \"extremely good\" according to Elon Musk, and Tesla at record low valuations based on an EV to EBITDA multiple, we believe Tesla to be significantly undervalued given its growth and operational leverage. There are a lot of factors that could boost the share price of the stock in the coming months/year as well, such as Tesla's Semi, Cybertruck, Energy Storage ramp-up, and most important of all: a full-scale FSD Beta release.We believe Tesla to be able to reach a US$4.5T market cap with its automotive operations, albeit it being in the far future and requiring exceptional execution. A wide-scale release of Tesla's FSD Beta we believe could also lead to immense improvements of its autonomous platform, bringing us one step closer to autonomy and creating even more operational leverage.A series of successes and progress in its FSD beta could significantly boost the share price, as Tesla comes closer to reaching its infamous RoboTaxi platform.Data by YChartsThis article is written by Wright's Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989035010,"gmtCreate":1665846479230,"gmtModify":1676537671727,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Now is the time to grab some valuable stockfor long term investment and&nbsp;capital gain","listText":"Now is the time to grab some valuable stockfor long term investment and&nbsp;capital gain","text":"Now is the time to grab some valuable stockfor long term investment and capital gain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9989035010","repostId":"2275632549","repostType":4,"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000454","authorId":"9000000000000454","name":"NinaEmmie","avatar":"https://static.tigerbbs.com/5fc0bb702215fdd5f1335f8d65e3e9bc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000454","authorIdStr":"9000000000000454"},"content":"Indeed! Even though the stock price is still changing, the current price is also very low. I like Apple and Tesla. They won't let me down.","text":"Indeed! Even though the stock price is still changing, the current price is also very low. I like Apple and Tesla. They won't let me down.","html":"Indeed! Even though the stock price is still changing, the current price is also very low. I like Apple and Tesla. They won't let me down."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917236900,"gmtCreate":1665529268800,"gmtModify":1676537620022,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great and now is the time accumulate the valuable stock and keep it for long term","listText":"Great and now is the time accumulate the valuable stock and keep it for long term","text":"Great and now is the time accumulate the valuable stock and keep it for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9917236900","repostId":"1126298657","repostType":4,"repost":{"id":"1126298657","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=fundamental","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla&#39;s business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla&#39;s new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla&#39;s Humanoid Robot is still under development, they were able to show their prototype &#34;Bumble C,&#34; which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla&#39;s bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or &#34;significantly less expensive than an EV.&#34;</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda&#39;s Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to &#34;focus on more practical applications.&#34; None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla&#39;s robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in &#34;building the machine that builds the machine,&#34; like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright&#39;s Law. For example, according to Wright&#39;s law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots&#39; components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla&#39;s own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla&#39;s FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That&#39;s a 4x increase in output. Let&#39;s say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla&#39;s AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla&#39;s fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla&#39;s auto side itself can generate better returns than broad benchmarks such as the S&amp;P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright&#39;s Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla&#39;s market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk&#39;s expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla&#39;s average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that &#34;OpEx. is embarrassingly high.&#34; Tesla&#39;s adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla&#39;s auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&amp;P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&amp;P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics &amp; Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a &#34;demand-side problem,&#34; Tesla mentioned that it was actually due to the fact that it is &#34;increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.&#34; We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street&#39;s expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&amp;P global and are no longer &#34;junk bonds.&#34; Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&amp;P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company&#39;s valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla&#39;s expertise in &#34;building the machines that make the machines&#34; puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk&#39;s view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla&#39;s biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</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>Tesla Is A Bargain With Optimus And Recent Events</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968210172,"gmtCreate":1669243768396,"gmtModify":1676538171141,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968210172","repostId":"1168042484","repostType":4,"repost":{"id":"1168042484","pubTimestamp":1669207575,"share":"https://ttm.financial/m/news/1168042484?lang=&edition=fundamental","pubTime":"2022-11-23 20:46","market":"us","language":"en","title":"Tesla’s Stock Slump Has Gone Too Far, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1168042484","media":"Bloomberg","summary":"Shares slumped 52% this year with $300b wipeout in two monthsMorgan Stanley sees value opportunity while Citi upgradesElon Musk.Photographer: Carina Johansen/AFPAfter losing nearly $300 billion in mar","content":"<html><head></head><body><ul><li>Shares slumped 52% this year with $300b wipeout in two months</li><li>Morgan Stanley sees value opportunity while Citi upgrades</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76d786e2fc285c0e8faa9755ba109fa5\" tg-width=\"1000\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/><span>Elon Musk.Photographer: Carina Johansen/AFP</span></p><p>After losing nearly $300 billion in market value in two months, a growing chorus of Tesla Inc. analysts say the share-price decline has gone far enough.</p><p>Morgan Stanley analyst Adam Jonas said on Wednesday that Tesla is approaching his “bear case” price target of $150, presenting an opportunity for investors to buy at a bargain price. Citi analysts upgraded the shares to neutral from sell, saying that a more than 50% slump this year “has balanced out the near-term risk/reward.”</p><p>Despite challenges including decelerating demand andprice cutsin China, Tesla is the only electric vehicle maker covered by Morgan Stanley that generates a profit on the sale of its cars, Jonas wrote in a note. The analyst -- who also highlighted Tesla’s potential to benefit from consumer tax credits in the US -- reiterated his $330 price target.</p><p>Shares rose as much as 1.9% in premarket trading to $173.11. The stock has slumped this year amid rising raw materials costs,issueswith production and sales in China and pressure on customer budgets. Latterly, Chief Executive Officer Elon Musk’s focus on turning around Twitter Inc. has also hit sentiment, with $300 billion wiped off Tesla’s market cap in the past two months, according to Bloomberg calculations.</p><p><img src=\"https://static.tigerbbs.com/28418b2c1e10b82bdeec4788d9133a29\" tg-width=\"1235\" tg-height=\"695\" referrerpolicy=\"no-referrer\"/></p><p>The distraction caused by Twitter needs to end to stop the stock slide, according to Jonas. “There must be some form of sentiment ‘circuit breaker’ around the Twitter situation to calm investor concerns around Tesla,” he wrote.</p><p>Despite all of the challenges Tesla has faced this year, Wall Street has mainly stayed bullish. The majority of Tesla analysts tracked by Bloomberg rate the stock a buy or equivalent, while the shares would need to rally a whopping 80% to hit the median analyst target price. This year’s slump has left the stock trading at 31 times forward earnings, down from more than 200 times in early 2021.</p><p>Citi analyst Itay Michaeli, who upgraded the stock on Wednesday, has one of the lowest price targets on the Street, at $176. The analyst said he was turning more positive because Tesla’s slump means that some of the overly-bullish expectations in the stock, including on unit sales, have now been priced out.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Stock Slump Has Gone Too Far, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Stock Slump Has Gone Too Far, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-23/tesla-is-value-opportunity-as-it-nears-morgan-stanley-bear-case?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares slumped 52% this year with $300b wipeout in two monthsMorgan Stanley sees value opportunity while Citi upgradesElon Musk.Photographer: Carina Johansen/AFPAfter losing nearly $300 billion in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-23/tesla-is-value-opportunity-as-it-nears-morgan-stanley-bear-case?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-23/tesla-is-value-opportunity-as-it-nears-morgan-stanley-bear-case?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168042484","content_text":"Shares slumped 52% this year with $300b wipeout in two monthsMorgan Stanley sees value opportunity while Citi upgradesElon Musk.Photographer: Carina Johansen/AFPAfter losing nearly $300 billion in market value in two months, a growing chorus of Tesla Inc. analysts say the share-price decline has gone far enough.Morgan Stanley analyst Adam Jonas said on Wednesday that Tesla is approaching his “bear case” price target of $150, presenting an opportunity for investors to buy at a bargain price. Citi analysts upgraded the shares to neutral from sell, saying that a more than 50% slump this year “has balanced out the near-term risk/reward.”Despite challenges including decelerating demand andprice cutsin China, Tesla is the only electric vehicle maker covered by Morgan Stanley that generates a profit on the sale of its cars, Jonas wrote in a note. The analyst -- who also highlighted Tesla’s potential to benefit from consumer tax credits in the US -- reiterated his $330 price target.Shares rose as much as 1.9% in premarket trading to $173.11. The stock has slumped this year amid rising raw materials costs,issueswith production and sales in China and pressure on customer budgets. Latterly, Chief Executive Officer Elon Musk’s focus on turning around Twitter Inc. has also hit sentiment, with $300 billion wiped off Tesla’s market cap in the past two months, according to Bloomberg calculations.The distraction caused by Twitter needs to end to stop the stock slide, according to Jonas. “There must be some form of sentiment ‘circuit breaker’ around the Twitter situation to calm investor concerns around Tesla,” he wrote.Despite all of the challenges Tesla has faced this year, Wall Street has mainly stayed bullish. The majority of Tesla analysts tracked by Bloomberg rate the stock a buy or equivalent, while the shares would need to rally a whopping 80% to hit the median analyst target price. This year’s slump has left the stock trading at 31 times forward earnings, down from more than 200 times in early 2021.Citi analyst Itay Michaeli, who upgraded the stock on Wednesday, has one of the lowest price targets on the Street, at $176. The analyst said he was turning more positive because Tesla’s slump means that some of the overly-bullish expectations in the stock, including on unit sales, have now been priced out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968307500,"gmtCreate":1669121181801,"gmtModify":1676538154840,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Grab the&nbsp;opportunity to accumulate the valuable stock for long term investment&nbsp;","listText":"Grab the&nbsp;opportunity to accumulate the valuable stock for long term investment&nbsp;","text":"Grab the opportunity to accumulate the valuable stock for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9968307500","repostId":"2285069770","repostType":4,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960264062,"gmtCreate":1668178200256,"gmtModify":1676538024990,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960264062","repostId":"1155100032","repostType":2,"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982733362,"gmtCreate":1667256935256,"gmtModify":1676537884403,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9982733362","repostId":"1169258680","repostType":4,"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987597376,"gmtCreate":1667948400096,"gmtModify":1676537987293,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987597376","repostId":"1147745884","repostType":4,"repost":{"id":"1147745884","pubTimestamp":1667921777,"share":"https://ttm.financial/m/news/1147745884?lang=&edition=fundamental","pubTime":"2022-11-08 23:36","market":"us","language":"en","title":"Midterm Elections: What to Watch in Markets As America Votes","url":"https://stock-news.laohu8.com/highlight/detail?id=1147745884","media":"Seeking Alpha","summary":"It's midterm Election Day in the United States, and while the conventional wisdom has some strong id","content":"<html><head></head><body><p>It&#39;s midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate) suggest anything might happen.</p><p>Midterm elections typically go against the party of the president - and if that holds, and Republicans take over even just the House (let alone the currently split Senate), it effectively would mean a sidelining of the vast majority of President Biden&#39;s agenda for the remaining two years in his term.</p><p>That&#39;s not always bad for securities markets (NYSEARCA:SPY), where &#34;gridlock&#34; has often been received by investors as &#34;status quo&#34; - or, more specifically, the lack of any broad or shocking changes on tap that tend to spook investors and spur market declines.</p><p>&#34;History suggests the midterms are a big influence on markets as they always seem to rally once midterms (or presidential elections) are out of the way,&#34; Deutsche Bank&#39;s Jim Reid said. &#34;Our economists&#39; base case is that Republicans will take the House but Democrats will maintain their slim majority in the Senate,&#34; he added.</p><p>For what it&#39;s worth, the world&#39;s richest man Elon Musk is now Twitter&#39;s CEO and sole director, and urged his more than 100 million followers on the service to go GOP: &#34;I recommend voting for a Republican Congress, given that the Presidency is Democratic.&#34;</p><p>While the issues at stake in the election&#39;s various races are numerous - including gun control, abortion and immigration - investors will be focused on a few that have risen to the fore as election season has rumbled on, notably the broader economic slowdown and this year&#39;s historic inflation.</p><p>And while party polarization seems to be at historic highs, when it comes to business and investing, there are areas where the two parties are closer together than others. For example, where the parties agree on infrastructure spending, real estate, construction and utilities could benefit.</p><p>ESG investing (Environmental, Social and Governance) is indirectly on the ballot, as Republicans increasingly tap the issue as a political talking point. If the GOP makes a strong showing, you can expect the pressure on ESG investing to increase. Some of the popular ESG-themed exchange-traded funds: Invesco MSCI Sustainable Future ETF (ERTH), ALPS Clean Energy ETF (ACES), Fidelity Clean Energy ETF (FRNW), KraneShares MSCI China Environment Index (KGRN), Invesco MSCI Green Building ETF (GBLD), iShares S&amp;P Global Clean Energy Index ETF (ICLN), Invesco Solar Portfolio ETF (TAN), Global X Wind Energy ETF (WNDY), CleanTech ETF (CTEC), Global X Solar ETF (RAYS), ProShares S&amp;P Kensho Cleantech ETF (CTEX), First Trust Global Wind Energy ETF (FAN), iShares ESG Aware MSCI USA ETF (ESGU), Vanguard ESG U.S. Stock ETF (ESGV), and the SPDR S&amp;P 500 ESG ETF (EFIV).</p><p>And conversely, the &#34;anti-ESG&#34; fund God Bless America ETF (YALL) launched last month, with a focus on screening out companies it considers activist.</p><p>Still, clean energy subsidies aren&#39;t as contentious as other issues, so it may be unlikely that President Biden&#39;s signature achievement on climate legislation will be unwound. Oil may be another matter: The idea floated by Biden for a windfall tax on Big Oil will be essentially dead if Republicans gain power. (By the by, the U.S. oil rig count has more than doubled during the Biden administration.)</p><p>Technology is another area where the parties have diverged more in recent years, though perhaps more on style: Both parties have argued for more regulation on tech, for different reasons. The Biden administration has been concerned with concentrated power and antitrust action against the tech giants, including Meta Platforms (META), Alphabet (GOOG) (GOOGL) and Amazon.com (AMZN), while Republicans have targeted social media on speech-related issues, and say they won&#39;t back some currently stalled antitrust bills - which could be a boon for those giants currently in the crosshairs.</p><p>Cannabis is on the ballot: Recreational marijuana use is a question in five states(Arkansas, Maryland, Missouri, North Dakota and South Dakota), and outside of Maryland, whether the measures will get adopted is an open question. Watch multistate operators including Cresco Labs (OTCQX: CRLBF); Columbia Care (OTCQX: CCHWF); Trulieve Cannabis (OTCQX: TCNNF); Green Thumb Industries (OTCQX: GTBIF); Curaleaf Holdings (OTCPK: CURLF); MedMen Enterprises (OTCQB: MMNFF); Acreage Holdings (OTCQX: ACRHF); Ayr Wellness (OTCQX: AYRWF); Verano Holdings (OTCQX: VRNOF); and Jushi Holdings (OTCQX: JUSHF), as well as ETFs: AdvisorShares Pure Cannabis ETF (YOLO), Amplify Seymour Cannabis ETF (CNBS), ETFMG Alternative Harvest ETF (MJ), AdvisorShares Pure US Cannabis ETF (MSOS), and Global X Cannabis ETF (POTX).</p><p>And of course, closely following on election night&#39;s news will be Thursday&#39;s CPI report, where new data on inflation might amplify the impact of any Tuesday ballot-related effect on markets.</p><p>One thing important for election observers to remember: It&#39;s extremely unlikely we&#39;ll know the results of every race during election night, as many states with more mail-in ballots will likely need more time or even much more time to count them (particularly in the number of states that disallow counting mail-in votes until Election Day arrives, including Pennsylvania and Wisconsin). And that means even knowing who controls part of Congress might still be in question on Wednesday or beyond.</p><p>Also, control of the extremely close Senate may depend on such factors as automatic recounts, or another Georgia run-off that could delay knowing the answer into December.</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>Midterm Elections: What to Watch in Markets As America Votes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMidterm Elections: What to Watch in Markets As America Votes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate)...</p>\n\n<a href=\"https://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147745884","content_text":"It's midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate) suggest anything might happen.Midterm elections typically go against the party of the president - and if that holds, and Republicans take over even just the House (let alone the currently split Senate), it effectively would mean a sidelining of the vast majority of President Biden's agenda for the remaining two years in his term.That's not always bad for securities markets (NYSEARCA:SPY), where \"gridlock\" has often been received by investors as \"status quo\" - or, more specifically, the lack of any broad or shocking changes on tap that tend to spook investors and spur market declines.\"History suggests the midterms are a big influence on markets as they always seem to rally once midterms (or presidential elections) are out of the way,\" Deutsche Bank's Jim Reid said. \"Our economists' base case is that Republicans will take the House but Democrats will maintain their slim majority in the Senate,\" he added.For what it's worth, the world's richest man Elon Musk is now Twitter's CEO and sole director, and urged his more than 100 million followers on the service to go GOP: \"I recommend voting for a Republican Congress, given that the Presidency is Democratic.\"While the issues at stake in the election's various races are numerous - including gun control, abortion and immigration - investors will be focused on a few that have risen to the fore as election season has rumbled on, notably the broader economic slowdown and this year's historic inflation.And while party polarization seems to be at historic highs, when it comes to business and investing, there are areas where the two parties are closer together than others. For example, where the parties agree on infrastructure spending, real estate, construction and utilities could benefit.ESG investing (Environmental, Social and Governance) is indirectly on the ballot, as Republicans increasingly tap the issue as a political talking point. If the GOP makes a strong showing, you can expect the pressure on ESG investing to increase. Some of the popular ESG-themed exchange-traded funds: Invesco MSCI Sustainable Future ETF (ERTH), ALPS Clean Energy ETF (ACES), Fidelity Clean Energy ETF (FRNW), KraneShares MSCI China Environment Index (KGRN), Invesco MSCI Green Building ETF (GBLD), iShares S&P Global Clean Energy Index ETF (ICLN), Invesco Solar Portfolio ETF (TAN), Global X Wind Energy ETF (WNDY), CleanTech ETF (CTEC), Global X Solar ETF (RAYS), ProShares S&P Kensho Cleantech ETF (CTEX), First Trust Global Wind Energy ETF (FAN), iShares ESG Aware MSCI USA ETF (ESGU), Vanguard ESG U.S. Stock ETF (ESGV), and the SPDR S&P 500 ESG ETF (EFIV).And conversely, the \"anti-ESG\" fund God Bless America ETF (YALL) launched last month, with a focus on screening out companies it considers activist.Still, clean energy subsidies aren't as contentious as other issues, so it may be unlikely that President Biden's signature achievement on climate legislation will be unwound. Oil may be another matter: The idea floated by Biden for a windfall tax on Big Oil will be essentially dead if Republicans gain power. (By the by, the U.S. oil rig count has more than doubled during the Biden administration.)Technology is another area where the parties have diverged more in recent years, though perhaps more on style: Both parties have argued for more regulation on tech, for different reasons. The Biden administration has been concerned with concentrated power and antitrust action against the tech giants, including Meta Platforms (META), Alphabet (GOOG) (GOOGL) and Amazon.com (AMZN), while Republicans have targeted social media on speech-related issues, and say they won't back some currently stalled antitrust bills - which could be a boon for those giants currently in the crosshairs.Cannabis is on the ballot: Recreational marijuana use is a question in five states(Arkansas, Maryland, Missouri, North Dakota and South Dakota), and outside of Maryland, whether the measures will get adopted is an open question. Watch multistate operators including Cresco Labs (OTCQX: CRLBF); Columbia Care (OTCQX: CCHWF); Trulieve Cannabis (OTCQX: TCNNF); Green Thumb Industries (OTCQX: GTBIF); Curaleaf Holdings (OTCPK: CURLF); MedMen Enterprises (OTCQB: MMNFF); Acreage Holdings (OTCQX: ACRHF); Ayr Wellness (OTCQX: AYRWF); Verano Holdings (OTCQX: VRNOF); and Jushi Holdings (OTCQX: JUSHF), as well as ETFs: AdvisorShares Pure Cannabis ETF (YOLO), Amplify Seymour Cannabis ETF (CNBS), ETFMG Alternative Harvest ETF (MJ), AdvisorShares Pure US Cannabis ETF (MSOS), and Global X Cannabis ETF (POTX).And of course, closely following on election night's news will be Thursday's CPI report, where new data on inflation might amplify the impact of any Tuesday ballot-related effect on markets.One thing important for election observers to remember: It's extremely unlikely we'll know the results of every race during election night, as many states with more mail-in ballots will likely need more time or even much more time to count them (particularly in the number of states that disallow counting mail-in votes until Election Day arrives, including Pennsylvania and Wisconsin). And that means even knowing who controls part of Congress might still be in question on Wednesday or beyond.Also, control of the extremely close Senate may depend on such factors as automatic recounts, or another Georgia run-off that could delay knowing the answer into December.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980891286,"gmtCreate":1665701772946,"gmtModify":1676537650024,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980891286","repostId":"2275728816","repostType":4,"repost":{"id":"2275728816","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":1665700683,"share":"https://ttm.financial/m/news/2275728816?lang=&edition=fundamental","pubTime":"2022-10-14 06:38","market":"us","language":"en","title":"US STOCKS-Wall Street Ends up 2% After Sharp Reversal; Technicals Help","url":"https://stock-news.laohu8.com/highlight/detail?id=2275728816","media":"Reuters","summary":"* Stocks reverse course after morning drop* Headline CPI rise for September more than expected* Inde","content":"<html><head></head><body><p>* Stocks reverse course after morning drop</p><p>* Headline CPI rise for September more than expected</p><p>* Indexes: Dow up 2.8%, S&amp;P 500 up 2.6%, Nasdaq up 2.2%</p><p>NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.</p><p>The reversal marked a jump of nearly 194 points in the S&amp;P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.</p><p>Financials and energy led gains among S&amp;P 500 sectors.</p><p>The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.</p><p>&#34;People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts,&#34; said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.</p><p>Some strategists also pointed to some technical support levels around the 3,500 mark for the S&amp;P 500.</p><p>The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&amp;P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.</p><p>&#34;It&#39;s technical factors,&#34; Lip said, adding that the recent steep selloff in stocks may mean &#34;bad news may have already been discounted.</p><p>&#34;Going into earnings season, all we really need is things to be not as bad as suspected,&#34; he said.</p><p>Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose following better-than-estimated fourth-quarter results.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.</p><p>Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/57e6e2f817e41145b8c6aff3ef3e656b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends up 2% After Sharp Reversal; Technicals Help</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\">\nUS STOCKS-Wall Street Ends up 2% After Sharp Reversal; Technicals Help\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\">2022-10-14 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Stocks reverse course after morning drop</p><p>* Headline CPI rise for September more than expected</p><p>* Indexes: Dow up 2.8%, S&amp;P 500 up 2.6%, Nasdaq up 2.2%</p><p>NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.</p><p>The reversal marked a jump of nearly 194 points in the S&amp;P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.</p><p>Financials and energy led gains among S&amp;P 500 sectors.</p><p>The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.</p><p>&#34;People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts,&#34; said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.</p><p>Some strategists also pointed to some technical support levels around the 3,500 mark for the S&amp;P 500.</p><p>The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&amp;P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.</p><p>&#34;It&#39;s technical factors,&#34; Lip said, adding that the recent steep selloff in stocks may mean &#34;bad news may have already been discounted.</p><p>&#34;Going into earnings season, all we really need is things to be not as bad as suspected,&#34; he said.</p><p>Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose following better-than-estimated fourth-quarter results.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.</p><p>Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/57e6e2f817e41145b8c6aff3ef3e656b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275728816","content_text":"* Stocks reverse course after morning drop* Headline CPI rise for September more than expected* Indexes: Dow up 2.8%, S&P 500 up 2.6%, Nasdaq up 2.2%NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.The reversal marked a jump of nearly 194 points in the S&P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.Financials and energy led gains among S&P 500 sectors.The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.\"People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts,\" said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.Some strategists also pointed to some technical support levels around the 3,500 mark for the S&P 500.The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.\"It's technical factors,\" Lip said, adding that the recent steep selloff in stocks may mean \"bad news may have already been discounted.\"Going into earnings season, all we really need is things to be not as bad as suspected,\" he said.Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.Walgreens Boots Alliance Inc rose following better-than-estimated fourth-quarter results.Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.The S&P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989536756,"gmtCreate":1666047703675,"gmtModify":1676537695563,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989536756","repostId":"1198296248","repostType":4,"repost":{"id":"1198296248","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":1666016066,"share":"https://ttm.financial/m/news/1198296248?lang=&edition=fundamental","pubTime":"2022-10-17 22:14","market":"us","language":"en","title":"EV Stocks Jumped in Morning Trading, With Canoo Surging 18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198296248","media":"Tiger Newspress","summary":"EV stocks jumped in morning trading, with Canoo surging 18%.","content":"<html><head></head><body><p>EV stocks jumped in morning trading, with Canoo surging 18%.<img src=\"https://static.tigerbbs.com/2c3ea923119ebf990382c5cab504309e\" tg-width=\"291\" tg-height=\"447\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Jumped in Morning Trading, With Canoo Surging 18%</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\">\nEV Stocks Jumped in Morning Trading, With Canoo Surging 18%\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\">2022-10-17 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks jumped in morning trading, with Canoo surging 18%.<img src=\"https://static.tigerbbs.com/2c3ea923119ebf990382c5cab504309e\" tg-width=\"291\" tg-height=\"447\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc","TSLA":"特斯拉","GOEV":"Canoo Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198296248","content_text":"EV stocks jumped in morning trading, with Canoo surging 18%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989597504,"gmtCreate":1666047108708,"gmtModify":1676537695386,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989597504","repostId":"1102401846","repostType":4,"repost":{"id":"1102401846","pubTimestamp":1666017564,"share":"https://ttm.financial/m/news/1102401846?lang=&edition=fundamental","pubTime":"2022-10-17 22:39","market":"us","language":"en","title":"British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)","url":"https://stock-news.laohu8.com/highlight/detail?id=1102401846","media":"the wall street journal","summary":"On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79caad8baab7b61e1331331accc96\" tg-width=\"860\" tg-height=\"573\" width=\"100%\" height=\"auto\"/><span>On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.</span></p><p>In its game of chicken with the U.K. government, the Bank of England has emerged victorious. Investors are relieved, but in truth nobody has much to celebrate.</p><p>On Monday, U.K. Treasury chief Jeremy Huntrolled back £32 billion, equivalent to about $36 billion, out of the £45 billion in tax cuts promised by his predecessorKwasi Kwarteng. British sovereign bonds rallied, particularly those with shorter maturities.</p><p>BOE Gov. Andrew Bailey’s gamble paid off. Last week, he reiterated that bond buying wouldn’t be extended, putting the pension-fund industry at risk. Gilts set the price for U.K. government borrowing but also are key for financial stability, so neither the BOE nor the Treasury could afford to let the volatility sparked by Mr. Kwarteng’s plans persist. But the government blinked first, after financial instability sparked a rebellion within the Conservative Party.</p><p>The incident highlights why investors shouldre-evaluate bonds. Yields can only go so high relative to interest-rate expectations before officials are forced to intervene one way or another. The message for politicians is also clear: Even if central bankers ultimately step in during a crisis, antagonizing them can easily backfire, because they are harder to remove than elected officials.</p><p>Contrary to recent chatter in the City of London and on Wall Street, though, it is doubtful investors ever genuinely feared so-called fiscal domination: U.K. politicians overriding the BOE and creating endless inflation. If that were the case, sterling’s initial drop against the eurowouldn’t have reversed so quickly.</p><p>But this also means that Mr. Hunt’s U-turn doesn’t provide the economy, or the pound, with much upside from here.</p><p>While it is good that Mr. Kwarteng’sill-conceived tax cutshave been canceled, U.K. policy is now more aimless than ever, trapped between another potential leadership battle and the prospect of a straight-jacketed government until as late as January 2025—the deadline for a parliamentary election. Mr. Hunt seems to be focused on reducing bond yields over the next two weeks so that, when the U.K.’s independent fiscal watchdog publishes its medium-term projections for public debt, they are a bit less scary. At current levels, a flat debt-to-output ratio in three years’ time would demand £40 billion more in annual savings, according toSamuel Tombsat Pantheon Macroeconomics.</p><p>“All departments will need to redouble their efforts to find savings and some areas of spending will need to be cut,” Mr. Hunt said Monday.</p><p>Such talk echoes the fiscal orthodoxy that sapped U.K. growth in the 2010s. Even the inflation-reducing energy-bill cap is set to be redrawn next year to reduce expenses. Public-sector austerity has become yet another risk for the country’s economy, on top of rising energy and mortgage costs and a shrinking labor force.</p><p>After Monday’s gilt-market rally, yields remain elevated. The problem is that they are determined more by the central bank than by the stock of government debt, and the BOE finds it easier to ignore concerns other than high inflation. It has refused to act more decisively to help pension funds unwind their leverage quickly—leverage motivated by accounting standards enforced by regulators—and even remains committed to selling its own bond portfolio. Since Mr. Baileysaid in a speech Saturdaythat these bond sales aren’t part of setting monetary policy, the only rationale for not suspending them can be establishing its own supremacy over the Treasury.</p><p>An important learning from the post-2008 period was that some coordination between governments and central banks can lead to better outcomes. As the U.K. has so dramatically shown, this also risks getting eroded by rising interest rates.</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)</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\">\nBritish U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 22:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.In its game of chicken with the U.K. government, the Bank of ...</p>\n\n<a href=\"https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main\">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.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102401846","content_text":"On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.In its game of chicken with the U.K. government, the Bank of England has emerged victorious. Investors are relieved, but in truth nobody has much to celebrate.On Monday, U.K. Treasury chief Jeremy Huntrolled back £32 billion, equivalent to about $36 billion, out of the £45 billion in tax cuts promised by his predecessorKwasi Kwarteng. British sovereign bonds rallied, particularly those with shorter maturities.BOE Gov. Andrew Bailey’s gamble paid off. Last week, he reiterated that bond buying wouldn’t be extended, putting the pension-fund industry at risk. Gilts set the price for U.K. government borrowing but also are key for financial stability, so neither the BOE nor the Treasury could afford to let the volatility sparked by Mr. Kwarteng’s plans persist. But the government blinked first, after financial instability sparked a rebellion within the Conservative Party.The incident highlights why investors shouldre-evaluate bonds. Yields can only go so high relative to interest-rate expectations before officials are forced to intervene one way or another. The message for politicians is also clear: Even if central bankers ultimately step in during a crisis, antagonizing them can easily backfire, because they are harder to remove than elected officials.Contrary to recent chatter in the City of London and on Wall Street, though, it is doubtful investors ever genuinely feared so-called fiscal domination: U.K. politicians overriding the BOE and creating endless inflation. If that were the case, sterling’s initial drop against the eurowouldn’t have reversed so quickly.But this also means that Mr. Hunt’s U-turn doesn’t provide the economy, or the pound, with much upside from here.While it is good that Mr. Kwarteng’sill-conceived tax cutshave been canceled, U.K. policy is now more aimless than ever, trapped between another potential leadership battle and the prospect of a straight-jacketed government until as late as January 2025—the deadline for a parliamentary election. Mr. Hunt seems to be focused on reducing bond yields over the next two weeks so that, when the U.K.’s independent fiscal watchdog publishes its medium-term projections for public debt, they are a bit less scary. At current levels, a flat debt-to-output ratio in three years’ time would demand £40 billion more in annual savings, according toSamuel Tombsat Pantheon Macroeconomics.“All departments will need to redouble their efforts to find savings and some areas of spending will need to be cut,” Mr. Hunt said Monday.Such talk echoes the fiscal orthodoxy that sapped U.K. growth in the 2010s. Even the inflation-reducing energy-bill cap is set to be redrawn next year to reduce expenses. Public-sector austerity has become yet another risk for the country’s economy, on top of rising energy and mortgage costs and a shrinking labor force.After Monday’s gilt-market rally, yields remain elevated. The problem is that they are determined more by the central bank than by the stock of government debt, and the BOE finds it easier to ignore concerns other than high inflation. It has refused to act more decisively to help pension funds unwind their leverage quickly—leverage motivated by accounting standards enforced by regulators—and even remains committed to selling its own bond portfolio. Since Mr. Baileysaid in a speech Saturdaythat these bond sales aren’t part of setting monetary policy, the only rationale for not suspending them can be establishing its own supremacy over the Treasury.An important learning from the post-2008 period was that some coordination between governments and central banks can lead to better outcomes. As the U.K. has so dramatically shown, this also risks getting eroded by rising interest rates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980095891,"gmtCreate":1665615084513,"gmtModify":1676537634627,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980095891","repostId":"2274583523","repostType":4,"repost":{"id":"2274583523","pubTimestamp":1665588301,"share":"https://ttm.financial/m/news/2274583523?lang=&edition=fundamental","pubTime":"2022-10-12 23:25","market":"us","language":"en","title":"2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2274583523","media":"Motley Fool","summary":"Wall Street analysts are bullish on these growth stocks in spite of the bear market.","content":"<html><head></head><body><p>It has been a tough year for investors. The <b>S&amp;P 500</b> last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, <b>Alphabet</b> and <b>Okta</b> both have a consensus rating of buy among analysts right now.</p><p>Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.</p><p>Here&#39;s why these growth stocks are worth buying today.</p><h2>Alphabet: A powerbroker in the advertising industry</h2><p>Alphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with <b>Netflix</b> as the top streaming service as measured by viewing time, according to <b>Nielsen</b>.</p><p>Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like <b>Amazon</b> and <b>Alibaba</b>, Google will still hold 27.5% market share by 2023, according to eMarketer.</p><p>Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.</p><p>Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.</p><p>Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.</p><h2>Okta: The most comprehensive identity platform</h2><p>Okta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.</p><p>Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like <b>Microsoft</b> 365 and <b>Salesforce</b>. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.</p><p>Unfortunately, the Auth0 integration has weighed on Okta&#39;s financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management&#39;s commentary regarding adoption of its customer identity cloud in the coming quarters.</p><p>On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.</p><p>Collectively, Okta&#39;s acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.</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>2 Stocks to Buy in October That Could Soar 87% to 114%, 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\">\n2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","OKTA":"Okta Inc.","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274583523","content_text":"It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, Alphabet and Okta both have a consensus rating of buy among analysts right now.Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.Here's why these growth stocks are worth buying today.Alphabet: A powerbroker in the advertising industryAlphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with Netflix as the top streaming service as measured by viewing time, according to Nielsen.Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like Amazon and Alibaba, Google will still hold 27.5% market share by 2023, according to eMarketer.Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.Okta: The most comprehensive identity platformOkta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like Microsoft 365 and Salesforce. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.Unfortunately, the Auth0 integration has weighed on Okta's financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management's commentary regarding adoption of its customer identity cloud in the coming quarters.On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.Collectively, Okta's acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}