Investordude1301 personal page - To The Moon

Investordude1301

Investordude1301

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Investordude1301

04-13

$Microsoft(MSFT)$ Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!

Investordude1301

02-10

$DBS(D05.SI)$ I agree with several contributors that this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!

Investordude1301

07-06

$Singtel(Z74.SI)$ one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company

Investordude1301

07-02

$Roundhill Memory ETF(DRAM)$ With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!

Investordude1301

07-10 22:10

$NVIDIA(NVDA)$ easily 260 before year end

Nvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone

Investordude1301

02-10

$DBS(D05.SI)$ Now is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!

Investordude1301

06-24

$NVIDIA(NVDA)$ Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex

Investordude1301

2025-12-17

$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M

Investordude1301

00:08

$SKHYV(SKHYV)$ $SK hynix(SKHY)$ trading at a huge discount! Buy buy buy while you can

SK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'

Investordude1301

04-16

$NVIDIA(NVDA)$ Undervalued for so long and finally getting the love it deserves! Buy and buy and hold for as long as you can

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/SKHYV\">$SKHYV(SKHYV)$</a> <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> trading at a huge discount! Buy buy buy while you can","listText":"<a href=\"https://ttm.financial/S/SKHYV\">$SKHYV(SKHYV)$</a> <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> trading at a huge discount! Buy buy buy while you can","text":"$SKHYV(SKHYV)$ $SK hynix(SKHY)$ trading at a huge discount! Buy buy buy while you can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/584374618957080","repostId":"1179535676","repostType":2,"repost":{"id":"1179535676","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1783674410,"share":"https://ttm.financial/m/news/1179535676?lang=en_US&edition=fundamental","pubTime":"2026-07-10 17:06","market":"hk","language":"en","title":"SK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'","url":"https://stock-news.laohu8.com/highlight/detail?id=1179535676","media":"Stock News","summary":"The South Korean chip giant SK hynix is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.This term...","content":"<p>The South Korean chip giant <b>SK hynix</b> is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.<br><br>This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), <b>SK hynix</b> is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.<br><br>According to LSEG data, despite <b>SK hynix</b>'s leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, <b>Micron Technology Inc (MU.US)</b>. Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"<br><br>Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between <b>SK hynix</b> and <b>Micron</b> stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in <b>SK hynix</b>, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"<br><br>LSEG data shows <b>Micron</b>'s shares have soared nearly 250% this year, while <b>SK hynix</b> has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.<br><br>\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"<br><br>Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.<br><br>\n<b>Key Benefits Beyond the $26.5 Billion Capital Raise</b><br><br>\n<b>SK hynix</b> priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.<br><br>Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, <b>SK hynix</b> set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.<br><br>Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"<br><br>eToro's Wong believes the listing will strengthen <b>SK hynix</b>'s financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.<br><br>\n<b>HBM Leadership and the Enduring Capacity Challenge</b><br><br>\nAs <b>SK hynix</b> launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested <b>SK hynix</b> faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.<br><br>This supply gap has created opportunities for competitors like <b>Samsung Electronics</b> and <b>Micron</b>, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.<br><br>Futurum Group's Bulk predicts <b>SK hynix</b> will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As <b>Samsung</b> gains share and <b>Micron</b> solidifies its position as the third-largest player, <b>SK hynix</b>'s share could gradually decline to just over 40%.<br><br>The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'</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\">\nSK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-07-10 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The South Korean chip giant <b>SK hynix</b> is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.<br><br>This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), <b>SK hynix</b> is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.<br><br>According to LSEG data, despite <b>SK hynix</b>'s leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, <b>Micron Technology Inc (MU.US)</b>. Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"<br><br>Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between <b>SK hynix</b> and <b>Micron</b> stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in <b>SK hynix</b>, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"<br><br>LSEG data shows <b>Micron</b>'s shares have soared nearly 250% this year, while <b>SK hynix</b> has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.<br><br>\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"<br><br>Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.<br><br>\n<b>Key Benefits Beyond the $26.5 Billion Capital Raise</b><br><br>\n<b>SK hynix</b> priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.<br><br>Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, <b>SK hynix</b> set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.<br><br>Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"<br><br>eToro's Wong believes the listing will strengthen <b>SK hynix</b>'s financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.<br><br>\n<b>HBM Leadership and the Enduring Capacity Challenge</b><br><br>\nAs <b>SK hynix</b> launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested <b>SK hynix</b> faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.<br><br>This supply gap has created opportunities for competitors like <b>Samsung Electronics</b> and <b>Micron</b>, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.<br><br>Futurum Group's Bulk predicts <b>SK hynix</b> will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As <b>Samsung</b> gains share and <b>Micron</b> solidifies its position as the third-largest player, <b>SK hynix</b>'s share could gradually decline to just over 40%.<br><br>The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159632":"纳斯达克","FIVY":"YIELDMAX DORSEY WRIGHT HYBRID 5 INCOME ETF","NVIW.SI":"NVDA 3xLongSG261006","TQQY":"GraniteShares YieldBOOST QQQ ETF","QMAR":"FT Vest Nasdaq-100 Buffer ETF - March","03086":"华夏纳指","QQQJ":"Invesco NASDAQ Next Gen 100 ETF","EDZ":"新兴市场ETF-Direxion三倍做空","ARTL":"Artelo Biosciences, Inc.","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","QQQM":"NASDAQ100指数ETF-Invesco","PSQ":"做空纳斯达克100指数ETF-ProShares","QDEC":"FT Vest Nasdaq-100 Buffer ETF - December","DRAL":"2倍做多DRAM ETF-Defiance","TQQQ":"纳指三倍做多ETF","SKHYV":"SK海力士-WI","QID":"两倍做空纳斯达克指数ETF-ProShares","NOCT":"Innovator Growth-100 Power Buffer ETF - October","03034":"南方纳指一百","07261":"华夏两倍做多纳斯达克100","BK4007":"制药","JEPQ":"JPMorgan Nasdaq Equity Premium Income ETF","02834":"安硕纳指一百","QQQ":"纳指100ETF","ONEQ":"Fidelity NASDAQ Composite Index ETF","03455":"景顺QQQ","NAPR":"Innovator Growth-100 Power Buffer ETF - April","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","NJUL":"Innovator Growth-100 Power Buffer ETF - July","07266":"南方两倍做多纳指","FTEC":"Fidelity MSCI Information Techno","RAM":"2倍做多DRAM ETF-T-REX","SKHY":"SK海力士","IWLG":"NYLI Winslow Large Cap Growth ETF","TECS":"Direxion Daily Technology Bear 3X Shares","EEMO":"Invesco S&P Emerging Markets Momentum ETF","QQQE":"Direxion NASDAQ-100 Equal Weighted Index Shares","QDTE":"Roundhill N-100 0DTE Covered Call Strategy ETF","BK1147":"投资银行业与经纪业","07522":"FI二华夏纳一百","QQQX":"Nuveen NASDAQ 100 Dynamic Overwrite","NDX":"纳斯达克100指数","09086":"华夏纳指-U","NJAN":"Innovator Growth-100 Power Buffer ETF - January","QQQY":"Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF",".IXIC":"NASDAQ Composite","QYLG":"Nasdaq 100 Covered Call & Growth ETF","LCLG":"Logan Capital Broad Innovative Growth ETF","07568":"FI二南方纳指","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","IYW":"美国科技ETF-iShares","GROZ":"ZACKS FOCUS GROWTH ETF","09834":"安硕纳指一百—U"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179535676","content_text":"The South Korean chip giant SK hynix is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), SK hynix is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.According to LSEG data, despite SK hynix's leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, Micron Technology Inc (MU.US). Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between SK hynix and Micron stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in SK hynix, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"LSEG data shows Micron's shares have soared nearly 250% this year, while SK hynix has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.\nKey Benefits Beyond the $26.5 Billion Capital Raise\nSK hynix priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, SK hynix set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"eToro's Wong believes the listing will strengthen SK hynix's financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.\nHBM Leadership and the Enduring Capacity Challenge\nAs SK hynix launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested SK hynix faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.This supply gap has created opportunities for competitors like Samsung Electronics and Micron, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.Futurum Group's Bulk predicts SK hynix will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As Samsung gains share and Micron solidifies its position as the third-largest player, SK hynix's share could gradually decline to just over 40%.The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.","news_type":1,"symbols_score_info":{"159632":1,"03455":1,"SQQQ":1,"NAPR":1,"03034":1,"07261":1,"ARTL":1,"FIVY":1,"IYW":1,"NQmain":1,"LCLG":1,"NJAN":1,"QLD":1,"07522":1,"PSQ":1,"QQQJ":1,"09834":1,"07568":1,"DRAL":1,"NVIW.SI":1,"SKHYV":1,"JEPQ":1,"ONEQ":1,"FTEC":1,"07266":1,"QQQX":1,"RAM":1,"MNQmain":1,"TQQY":1,"NOCT":1,"GPIQ":1,"IWLG":1,"QMAR":1,"QID":1,"NDX":1,"QQQE":1,"QQQM":1,"SKHY":1,"GROZ":1,"03086":1,"QQQA":1,".IXIC":1,"QYLG":1,"QQQY":1,"09086":1,"02834":1,"EDZ":1,"NJUL":1,"QDEC":1,"TQQQ":1,"TECS":1,"EEMO":1,"QDTE":1,"QQQ":1}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584367339525600,"gmtCreate":1783697936406,"gmtModify":1783697939042,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHYV\">$hynix-WI(SKHYV)$</a>&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SKHYV\">$hynix-WI(SKHYV)$</a>&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$hynix-WI(SKHYV)$ $SK hynix(SKHY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584367339525600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584345774256536,"gmtCreate":1783692643552,"gmtModify":1783692646569,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> easily 260 before year end","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> easily 260 before year end","text":"$NVIDIA(NVDA)$ easily 260 before year end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/584345774256536","repostId":"1193555412","repostType":4,"repost":{"id":"1193555412","kind":"news","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":1783692302,"share":"https://ttm.financial/m/news/1193555412?lang=en_US&edition=fundamental","pubTime":"2026-07-10 22:05","market":"us","language":"en","title":"Nvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone","url":"https://stock-news.laohu8.com/highlight/detail?id=1193555412","media":"Tiger Newspress","summary":"Nvidia shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.","content":"<html><head></head><body><p style=\"text-align: left;\"><span><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7197a6f647575ddfb49461e5ac00152\" data-align=\"center\" tg-width=\"540\" tg-height=\"669\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone\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\">2026-07-10 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7197a6f647575ddfb49461e5ac00152\" data-align=\"center\" tg-width=\"540\" tg-height=\"669\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193555412","content_text":"NVIDIA shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.","news_type":1,"symbols_score_info":{"NVDO":0.6,"07388":0.6,"DIPS":0.6,"NVYY":0.6,"NVDW":0.6,"ANV":0.6,"NVDB":0.6,"NVDL":0.6,"NVDD":0.6,"NVDQ":0.6,"NVDU":0.6,"07788":0.6,"NVD":0.6,"NVII":0.6,"NVDX":0.6,"NVDA":1,"NVDY":0.6,"NVDS":0.6,"NVDG":0.6}},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584165036262144,"gmtCreate":1783648521264,"gmtModify":1783648524552,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> stronger profitability, undervalued with 5.2% dividends","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> stronger profitability, undervalued with 5.2% dividends","text":"$ThaiBev(Y92.SI)$ stronger profitability, undervalued with 5.2% dividends","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584165036262144","repostId":"2646848745","repostType":2,"repost":{"id":"2646848745","kind":"highlight","pubTimestamp":1782326047,"share":"https://ttm.financial/m/news/2646848745?lang=en_US&edition=fundamental","pubTime":"2026-06-25 02:34","market":"us","language":"en","title":"Is Thai Beverage (SGX:Y92) Cheap On Stronger First Half 2026 Profitability?","url":"https://stock-news.laohu8.com/highlight/detail?id=2646848745","media":"Simply Wall St.","summary":"Why Thai Beverage’s Latest Results Caught Investor Attention\nThai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits and Beer segments, even as overall revenue slipped slightly and margins benefited from ongoing efficiency and sustainability efforts.\nFor investors, this mix of stronger earnings metrics alongside softer top line trends raises questions about how durable the current margin profile might be and how much of the...","content":"<div>\n<p>AdvertisementWhy Thai Beverage’s Latest Results Caught Investor Attention Thai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/is-thai-beverage-sgxy92-cheap-on-stronger-first-half-2026-pr\">Source Link</a>\n\n</div>\n","source":"simplywall_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>Is Thai Beverage (SGX:Y92) Cheap On Stronger First Half 2026 Profitability?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Thai Beverage (SGX:Y92) Cheap On Stronger First Half 2026 Profitability?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-25 02:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/is-thai-beverage-sgxy92-cheap-on-stronger-first-half-2026-pr><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy Thai Beverage’s Latest Results Caught Investor Attention Thai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/is-thai-beverage-sgxy92-cheap-on-stronger-first-half-2026-pr\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/5112000-choice1-main-header/1585186807175","relate_stocks":{"BK6509":"食品和饮料股","SG9999002950.SGD":"United Asian Growth Opportunities SGD","Y92.SI":"泰国酿酒","LU1119993845.HKD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (HKDHDG) INC","BK6523":"ESG概念","LU0348798264.USD":"ALLIANZ THAILAND EQUITY\"A\" (USD) INC","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK6080":"酿酒商与葡萄酒商","LU0048621477.USD":"富达泰国基金A","LU0877626530.USD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (USD) INC MONTHLY (G)","LU0205439572.USD":"富达亚太股息基金"},"source_url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/is-thai-beverage-sgxy92-cheap-on-stronger-first-half-2026-pr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646848745","content_text":"AdvertisementWhy Thai Beverage’s Latest Results Caught Investor Attention Thai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits and Beer segments, even as overall revenue slipped slightly and margins benefited from ongoing efficiency and sustainability efforts. For investors, this mix of stronger earnings metrics alongside softer top line trends raises questions about how durable the current margin profile might be and how much of the recent share price performance already reflects these developments. See our latest analysis for Thai Beverage. At a share price of SGD0.445, Thai Beverage has seen a 4.71% 90 day share price return and a 2.06% total shareholder return over the past year, suggesting momentum has picked up slightly after a softer year to date patch. If Thai Beverage’s recent move has you thinking about where else capital could work, this is a good moment to look at 104 top founder-led companies With Thai Beverage trading at SGD0.445 and data pointing to both an intrinsic value gap and a discount to published price targets, the key question is whether this signals a genuine opportunity or whether the market is already pricing in future growth. Most Popular Narrative: 12% Undervalued With Thai Beverage last closing at SGD0.445 against a widely followed fair value of about SGD0.51, the current pricing gap comes down to how credible the growth and margin story looks over the next few years.  The analysts are assuming Thai Beverage's revenue will grow by 4.1% annually over the next 3 years. Analysts assume that profit margins will increase from 8.1% today to 8.4% in 3 years time.  Read the complete narrative. Want to see what powers that higher fair value for Thai Beverage? The narrative leans on steady top line expansion, firmer margins, and a richer future earnings multiple. Curious which specific profit and valuation assumptions sit underneath those targets? The full narrative lays out the numbers in detail. Result: Fair Value of SGD0.51 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Thai Beverage’s story also carries pressure points, including higher raw material and marketing costs in spirits, as well as uncertainty around Thailand’s potential spirits licensing changes that could reshape competition. Find out about the key risks to this Thai Beverage narrative. Next Steps Given Thai Beverage’s mix of risks some investors are wary of and rewards others are optimistic about, this is a good time to look closely at the underlying data yourself and decide how comfortable you feel with the current setup, starting with the 2 key rewards and 2 important warning signs. Looking for more investment ideas beyond Thai Beverage? If Thai Beverage has sharpened your focus on quality and valuation, do not stop here. Use the tools available to widen your opportunity set across the market.  Target resilient balance sheets by reviewing companies in the solid balance sheet and fundamentals stocks screener (415 results). Hunt for potential mispricings by checking stocks highlighted in the 200 high quality undervalued stocks. Prioritise income and stability by scanning companies featured in the 492 dividend fortresses.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Thai Beverage might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"Y92.SI":1.5}},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583899370382448,"gmtCreate":1783583796116,"gmtModify":1783583799224,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> share buybacks are always good for share value","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> share buybacks are always good for share value","text":"$Singtel(Z74.SI)$ share buybacks are always good for share value","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583899370382448","repostId":"2649952220","repostType":2,"repost":{"id":"2649952220","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires","id":"1060499803","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1783483401,"share":"https://ttm.financial/m/news/2649952220?lang=en_US&edition=fundamental","pubTime":"2026-07-08 12:03","market":"hk","language":"en","title":"Singtel Buys Back, Cancels Shares Worth Over SG$10 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2649952220","media":"MT Newswires","summary":"Singtel  bought back and canceled about 2.3 million shares worth SG$10.1 million in the open market on Tuesday, according to a same-day filing with the Singapore Exchange.To date, the telecommunications services provider has bought back around 199.9 million shares from its existing buyback mandate.","content":"<html><body><p> Singtel (SGX:Z74) bought back and canceled about 2.3 million shares worth SG$10.1 million in the open market on Tuesday, according to a same-day filing with the <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>.</p><p>To date, the telecommunications services provider has bought back around 199.9 million shares from its existing buyback mandate.</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>Singtel Buys Back, Cancels Shares Worth Over SG$10 Million</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\">\nSingtel Buys Back, Cancels Shares Worth Over SG$10 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2026-07-08 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Singtel (SGX:Z74) bought back and canceled about 2.3 million shares worth SG$10.1 million in the open market on Tuesday, according to a same-day filing with the <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>.</p><p>To date, the telecommunications services provider has bought back around 199.9 million shares from its existing buyback mandate.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) 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mandate.","news_type":1,"symbols_score_info":{"Z74.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583802124796880,"gmtCreate":1783559921558,"gmtModify":1783559924570,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy it before it hits a new all time high!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy it before it hits a new all time high!","text":"$NVIDIA(NVDA)$ Buy it before it hits a new all time high!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583802124796880","repostId":"2650130209","repostType":2,"repost":{"id":"2650130209","kind":"highlight","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":1783573200,"share":"https://ttm.financial/m/news/2650130209?lang=en_US&edition=fundamental","pubTime":"2026-07-09 13:00","market":"us","language":"en","title":"Nvidia’s Stock Trades at a Juicy Discount, According to BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2650130209","media":"Dow Jones","summary":"An analyst recommends investors take advantage of the ‘enhanced’ buying opportunity brought upon by sustained underperformance.","content":"<html><head></head><body><p style=\"text-align: start;\">Investors are being too hard on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.</p><p style=\"text-align: start;\">Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.</p><p>He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.</p><p>The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.</p><p style=\"text-align: start;\">Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.</p><p>Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.</p><p style=\"text-align: start;\">Meanwhile, Nvidia is trading at a discount to peers such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, “despite similar AI opportunities and memory-cost pressures,” Arya said.</p><p style=\"text-align: start;\">Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.</p><p style=\"text-align: start;\">Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock closed up 3.7% on Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Stock Trades at a Juicy Discount, According to BofA</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Stock Trades at a Juicy Discount, According to BofA\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\">2026-07-09 13:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Investors are being too hard on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.</p><p style=\"text-align: start;\">Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.</p><p>He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.</p><p>The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.</p><p style=\"text-align: start;\">Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.</p><p>Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.</p><p style=\"text-align: start;\">Meanwhile, Nvidia is trading at a discount to peers such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, “despite similar AI opportunities and memory-cost pressures,” Arya said.</p><p style=\"text-align: start;\">Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.</p><p style=\"text-align: start;\">Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock closed up 3.7% on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVYY":"GraniteShares YieldBOOST NVDA ETF","SHOC":"Strive U.S. Semiconductor ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","CLSE":"Convergence Long/Short Equity ETF","NVD":"2倍做空NVDA ETF-GraniteShares","CIBR":"First Trust NASDAQ Cybersecurity ETF","NVII":"Rex NVDA Growth & Income ETF","IETC":"iShares U.S. Tech Independence Focused ETF","NVDB":"ProShares Ultra NVDA ETF","OND":"ProShares On-Demand ETF","IXN":"iShares Trust S&P Global Informa","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","NVDD":"1倍做空NVDA ETF-Direxion","CGDG":"Capital Group Dividend Growers ETF","MAGY":"Roundhill Magnificent Seven Covered Call ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","VT":"世界全股市ETF-Vanguard","07388":"XI二南英伟","NVDA":"英伟达","NVDL":"2倍做多NVDA ETF-GraniteShares","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","VGT":"信息技术ETF-Vanguard","OGIG":"ALPS O'Shares Global Internet Giants ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","ARTY":"ISHARES FUTURE AI & TECH ETF","FDTX":"Fidelity Disruptive Technology ETF","VERS":"PROSHARES METAVERSE ETF","ESUM":"EVENTIDE US MARKET ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","07788":"南方两倍做多英伟达","CGGO":"Capital Group Global Growth Equity ETF","TTEQ":"T. Rowe Price Technology ETF","NVDU":"2倍做多NVDA ETF-Direxion","PTF":"Invesco Dorsey Wright Technology Momentum ETF","NULC":"Nuveen ESG Large-Cap ETF","METV":"Roundhill Ball Metaverse ETF","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","USD":"ProShares Ultra Semiconductors","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","NVDW":"NVDA周配息ETF-Roundhill","SOXQ":"Invesco PHLX Semiconductor ETF","NVDX":"2倍做多NVDA ETF-T-Rex"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650130209","content_text":"Investors are being too hard on Nvidia and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the PHLX Semiconductor Index jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with Broadcom.But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.Meanwhile, Nvidia is trading at a discount to peers such as Microsoft and Apple, “despite similar AI opportunities and memory-cost pressures,” Arya said.Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.Nvidia’s stock closed up 3.7% on Wednesday.","news_type":1,"symbols_score_info":{"NVDB":0.6,"NVDG":0.6,"07388":0.6,"NVII":0.6,"IXN":0.6,"WTAI":1.5,"MAGY":1.5,"NVDU":0.6,"LFGY":0.6,"NVDO":0.6,"CLSE":0.6,"CGGO":0.6,"METV":0.6,"NVDQ":0.6,"FDTX":0.6,"ANV":0.6,"NVYY":0.6,"YMAG":1.5,"PTF":1.5,"NVDA":2,"DIPS":0.6,"VERS":1.5,"SOXQ":0.6,"USD":0.6,"ARTY":0.6,"NULC":0.6,"CGDG":0.6,"TYLG":0.6,"ESUM":0.6,"BULZ":1.5,"NVD":0.6,"NVDS":0.6,"07788":0.6,"NVDY":0.6,"OND":1.5,"NVDX":0.6,"VGT":0.6,"NVDL":0.6,"SHOC":0.6,"CIBR":0.6,"CHAT":0.6,"NVDW":0.6,"OGIG":0.6,"NVDD":0.6,"TTEQ":0.6,"IETC":0.6,"VT":0.6}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583091401762120,"gmtCreate":1783386407943,"gmtModify":1783386411594,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Heavily undervalued compared to its peers and solid and consistent dividend generator","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Heavily undervalued compared to its peers and solid and consistent dividend generator","text":"$Singtel(Z74.SI)$ Heavily undervalued compared to its peers and solid and consistent dividend generator","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/583091401762120","repostId":"2646017872","repostType":2,"repost":{"id":"2646017872","kind":"highlight","pubTimestamp":1782382375,"share":"https://ttm.financial/m/news/2646017872?lang=en_US&edition=fundamental","pubTime":"2026-06-25 18:12","market":"hk","language":"en","title":"Singapore Telecommunications (SGX:Z74) Raised S$1b From A Stake Sale, Is It Still Cheap?","url":"https://stock-news.laohu8.com/highlight/detail?id=2646017872","media":"Simply Wall St.","summary":"Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and digital infrastructure projects.\nSee our latest analysis for Singapore Telecommunications.\nThe share price of Singapore Telecommunications has pulled back recently, with a 30 day share price return of 2.86% and a 90 day share price return of a 10.91% decline. However, longer term total shareholder...","content":"<div>\n<p>Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-raised-s1b-from-a-stake\">Source Link</a>\n\n</div>\n","source":"simplywall_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>Singapore Telecommunications (SGX:Z74) Raised S$1b From A Stake Sale, Is It Still Cheap?</title>\n<style 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}\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\">\nSingapore Telecommunications (SGX:Z74) Raised S$1b From A Stake Sale, Is It Still Cheap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-25 18:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-raised-s1b-from-a-stake><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-raised-s1b-from-a-stake\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/9022000-choice2-main-header/1585186701264","relate_stocks":{"LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0630378429.USD":"HSBC GIF 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ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0955648018.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) INC MF","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","BK6513":"电信服务股","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD"},"source_url":"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-raised-s1b-from-a-stake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646017872","content_text":"Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and digital infrastructure projects. See our latest analysis for Singapore Telecommunications. The share price of Singapore Telecommunications has pulled back recently, with a 30 day share price return of 2.86% and a 90 day share price return of a 10.91% decline. However, longer term total shareholder returns of 21.07% over one year and more than double over three and five years point to momentum that has been built up over time as investors respond to its capital recycling moves and focus on digital infrastructure. If Singtel's asset recycling and capital returns have caught your attention, it can be helpful to see what else is reshaping critical networks, including 33 power grid technology and infrastructure stocks With Singapore Telecommunications trading at S$4.41 and metrics suggesting a possible gap to some valuation estimates, the key question is whether the recent pullback leaves upside on the table or if the market is already pricing in future growth. AdvertisementPreferred P/E of 12.9x: Is it justified? For investors looking at Singapore Telecommunications after the recent pullback, the current P/E of 12.9x stands out, especially given how it stacks up against peers and an estimated fair level for the stock. The P/E ratio compares the current share price to earnings per share, which makes it a common way to judge how the market is valuing a company's profits. For a large telecom and digital infrastructure player like Singapore Telecommunications, this multiple helps you see what investors are currently willing to pay for each dollar of earnings, given its mix of mature cash generating operations and newer growth initiatives. On Simply Wall St's checks, Singapore Telecommunications is described as good value on this measure. Its 12.9x P/E sits well below the peer average of 43.6x and also below the estimated fair P/E of 22.1x. That gap suggests the market is valuing its earnings at a discount compared to both similar telecom stocks and where the fair ratio model indicates the valuation could move toward if sentiment and expectations align with those benchmarks. The comparison with the wider Asian telecom industry is also clear, as Singapore Telecommunications trades on a lower P/E than the 14.9x industry average. This reinforces the sense that its earnings are being priced more conservatively than many regional competitors. Explore the SWS fair ratio for Singapore Telecommunications Result: Price-to-earnings of 12.9x (UNDERVALUED) However, Singapore Telecommunications still faces risks if revenue or net income growth stalls further, or if capital recycling and digital projects fail to deliver expected efficiencies. Find out about the key risks to this Singapore Telecommunications narrative. Another view on Singapore Telecommunications valuation While the 12.9x P/E suggests Singapore Telecommunications is on the cheap side, the SWS DCF model paints an even stronger picture. With the share price at S$4.41 versus an estimated future cash flow value of S$10.32, the model points to a wide gap that could also mean higher risk if assumptions prove too optimistic. Which signal do you pay more attention to? Look into how the SWS DCF model arrives at its fair value. Z74 Discounted Cash Flow as at Jun 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Singapore Telecommunications for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 191 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps Curious whether the mixed signals around Singapore Telecommunications point to caution or opportunity? Move quickly to review both sides of the story by starting with the 4 key rewards and 3 important warning signs Looking for more investment ideas beyond Singapore Telecommunications? Do not stop with Singapore Telecommunications; broaden your watchlist with other opportunities surfaced by Simply Wall St screeners that filter for quality, resilience and potential income.  Target potential mispricings by scanning 191 high quality undervalued stocks that combine solid fundamentals with valuations that may appeal if you are price conscious. Strengthen your focus on balance sheet resilience by checking the solid balance sheet and fundamentals stocks screener (415 results) before committing fresh capital. Prioritise steady income streams by reviewing the 491 dividend fortresses that could complement a core holding like Singapore Telecommunications.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"Z74.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582924686156448,"gmtCreate":1783345812356,"gmtModify":1783345815248,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs is super bullish on Nvidia! Another sign the sale is going to end soon so get in while you can!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs is super bullish on Nvidia! Another sign the sale is going to end soon so get in while you can!","text":"$NVIDIA(NVDA)$ Goldman Sachs is super bullish on Nvidia! Another sign the sale is going to end soon so get in while you can!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/582924686156448","repostId":"1104461786","repostType":2,"repost":{"id":"1104461786","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1783344409,"share":"https://ttm.financial/m/news/1104461786?lang=en_US&edition=fundamental","pubTime":"2026-07-06 21:26","market":"us","language":"en","title":"Goldman Sachs Maintains Bullish Stance on NVIDIA, Citing Valuation Appeal","url":"https://stock-news.laohu8.com/highlight/detail?id=1104461786","media":"Deep News","summary":"Goldman Sachs has recently reaffirmed its buy rating for NVIDIA (NVDA), stating that despite the stock's significant rally over the past year, the current share price remains attractive from a...","content":"<html><head></head><body><p>Goldman Sachs has recently reaffirmed its buy rating for <b>NVIDIA</b> (<b>NVDA</b>), stating that despite the stock&#39;s significant rally over the past year, the current share price remains attractive from a valuation perspective. Analysts at the firm noted in a research report that <b>NVIDIA</b>&#39;s leading position in the AI chip market and sustained demand growth are not yet fully priced in by the market, presenting a favorable entry point for investors.<br/><br/>\nGoldman Sachs maintained its price target for <b>NVIDIA</b> at a recently adjusted level, believing the company&#39;s data center business and demand for AI-related products will continue to support its revenue growth. The report emphasized that <b>NVIDIA</b>&#39;s Hopper and Blackwell architecture products are becoming core components of global AI infrastructure, with the company not only maintaining dominance in training chips but also rapidly expanding its market share in inference. Goldman Sachs projects that <b>NVIDIA</b>&#39;s data center business revenue will exceed $120 billion in 2026, representing approximately 25% year-over-year growth.<br/><br/>\n<b>Assessment of Current Valuation</b><br/><br/>\nRegarding valuation, Goldman Sachs pointed out that <b>NVIDIA</b>&#39;s current price-to-earnings ratio has retreated to the middle-to-lower end of its range over the past three years. Considering its competitive moat and growth prospects in the AI chip sector, this valuation is deemed appealing. Furthermore, despite recent market concerns about the sustainability of AI investments, Goldman Sachs believes AI infrastructure spending is still in its early stages, with enterprise-level AI applications yet to see widespread adoption, indicating ample room for future growth.<br/><br/>\n<b>Market Reaction and Performance</b><br/><br/>\nBolstered by this rating report, <b>NVIDIA</b>&#39;s stock rose about 1.5% in Monday&#39;s pre-market trading. Year-to-date, <b>NVIDIA</b>&#39;s share price has accumulated gains of roughly 45%, with its current market capitalization stabilizing above approximately $3.2 trillion.<br/><br/>\n<b>Potential Risks to Consider</b><br/><br/>\nGoldman Sachs also reminded investors to be aware of potential risks, including intensifying competition in the AI chip market, supply chain uncertainties, and the potential impact of macroeconomic volatility on corporate IT spending. However, the report argues these factors are insufficient to alter <b>NVIDIA</b>&#39;s fundamentally positive long-term trajectory.<br/><br/>\n<b>Upcoming Financial Milestone</b><br/><br/>\n<b>NVIDIA</b> plans to release its second-quarter earnings report in late August. The market will closely monitor the growth momentum of its data center business, the shipment progress of its Blackwell series products, and management&#39;s latest insights into the demand outlook for the coming quarters. As the AI wave continues to drive the industry, <b>NVIDIA</b>&#39;s status as a primary beneficiary remains a consensus view on Wall Street.</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>Goldman Sachs Maintains Bullish Stance on NVIDIA, Citing Valuation Appeal</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\">\nGoldman Sachs Maintains Bullish Stance on NVIDIA, Citing Valuation Appeal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-06 21:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Goldman Sachs has recently reaffirmed its buy rating for <b>NVIDIA</b> (<b>NVDA</b>), stating that despite the stock&#39;s significant rally over the past year, the current share price remains attractive from a valuation perspective. Analysts at the firm noted in a research report that <b>NVIDIA</b>&#39;s leading position in the AI chip market and sustained demand growth are not yet fully priced in by the market, presenting a favorable entry point for investors.<br/><br/>\nGoldman Sachs maintained its price target for <b>NVIDIA</b> at a recently adjusted level, believing the company&#39;s data center business and demand for AI-related products will continue to support its revenue growth. The report emphasized that <b>NVIDIA</b>&#39;s Hopper and Blackwell architecture products are becoming core components of global AI infrastructure, with the company not only maintaining dominance in training chips but also rapidly expanding its market share in inference. Goldman Sachs projects that <b>NVIDIA</b>&#39;s data center business revenue will exceed $120 billion in 2026, representing approximately 25% year-over-year growth.<br/><br/>\n<b>Assessment of Current Valuation</b><br/><br/>\nRegarding valuation, Goldman Sachs pointed out that <b>NVIDIA</b>&#39;s current price-to-earnings ratio has retreated to the middle-to-lower end of its range over the past three years. Considering its competitive moat and growth prospects in the AI chip sector, this valuation is deemed appealing. Furthermore, despite recent market concerns about the sustainability of AI investments, Goldman Sachs believes AI infrastructure spending is still in its early stages, with enterprise-level AI applications yet to see widespread adoption, indicating ample room for future growth.<br/><br/>\n<b>Market Reaction and Performance</b><br/><br/>\nBolstered by this rating report, <b>NVIDIA</b>&#39;s stock rose about 1.5% in Monday&#39;s pre-market trading. Year-to-date, <b>NVIDIA</b>&#39;s share price has accumulated gains of roughly 45%, with its current market capitalization stabilizing above approximately $3.2 trillion.<br/><br/>\n<b>Potential Risks to Consider</b><br/><br/>\nGoldman Sachs also reminded investors to be aware of potential risks, including intensifying competition in the AI chip market, supply chain uncertainties, and the potential impact of macroeconomic volatility on corporate IT spending. However, the report argues these factors are insufficient to alter <b>NVIDIA</b>&#39;s fundamentally positive long-term trajectory.<br/><br/>\n<b>Upcoming Financial Milestone</b><br/><br/>\n<b>NVIDIA</b> plans to release its second-quarter earnings report in late August. The market will closely monitor the growth momentum of its data center business, the shipment progress of its Blackwell series products, and management&#39;s latest insights into the demand outlook for the coming quarters. As the AI wave continues to drive the industry, <b>NVIDIA</b>&#39;s status as a primary beneficiary remains a consensus view on Wall Street.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4534":"瑞士信贷持仓","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","FDTX":"Fidelity Disruptive Technology ETF","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","AGOX":"Adaptive Alpha Opportunities ETF","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","NVDQ":"2倍做空NVDA ETF-T-Rex","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","NVDB":"ProShares Ultra NVDA ETF","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - 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INC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104461786","content_text":"Goldman Sachs has recently reaffirmed its buy rating for NVIDIA (NVDA), stating that despite the stock's significant rally over the past year, the current share price remains attractive from a valuation perspective. Analysts at the firm noted in a research report that NVIDIA's leading position in the AI chip market and sustained demand growth are not yet fully priced in by the market, presenting a favorable entry point for investors.\nGoldman Sachs maintained its price target for NVIDIA at a recently adjusted level, believing the company's data center business and demand for AI-related products will continue to support its revenue growth. The report emphasized that NVIDIA's Hopper and Blackwell architecture products are becoming core components of global AI infrastructure, with the company not only maintaining dominance in training chips but also rapidly expanding its market share in inference. Goldman Sachs projects that NVIDIA's data center business revenue will exceed $120 billion in 2026, representing approximately 25% year-over-year growth.\nAssessment of Current Valuation\nRegarding valuation, Goldman Sachs pointed out that NVIDIA's current price-to-earnings ratio has retreated to the middle-to-lower end of its range over the past three years. Considering its competitive moat and growth prospects in the AI chip sector, this valuation is deemed appealing. Furthermore, despite recent market concerns about the sustainability of AI investments, Goldman Sachs believes AI infrastructure spending is still in its early stages, with enterprise-level AI applications yet to see widespread adoption, indicating ample room for future growth.\nMarket Reaction and Performance\nBolstered by this rating report, NVIDIA's stock rose about 1.5% in Monday's pre-market trading. Year-to-date, NVIDIA's share price has accumulated gains of roughly 45%, with its current market capitalization stabilizing above approximately $3.2 trillion.\nPotential Risks to Consider\nGoldman Sachs also reminded investors to be aware of potential risks, including intensifying competition in the AI chip market, supply chain uncertainties, and the potential impact of macroeconomic volatility on corporate IT spending. However, the report argues these factors are insufficient to alter NVIDIA's fundamentally positive long-term trajectory.\nUpcoming Financial Milestone\nNVIDIA plans to release its second-quarter earnings report in late August. The market will closely monitor the growth momentum of its data center business, the shipment progress of its Blackwell series products, and management's latest insights into the demand outlook for the coming quarters. As the AI wave continues to drive the industry, NVIDIA's status as a primary beneficiary remains a consensus view on Wall Street.","news_type":1,"symbols_score_info":{"CHAT":1,"NVDW":0.6,"SMH":1,"ARTY":1,"VT":1,"USD":1,"METV":1,"NVDS":0.6,"NVD":0.6,"FTEC":1,"ROM":1,"ESUM":1,"NVDL":0.6,"CNEQ":1,"NVDB":0.6,"WISE":1,"SOXY":1,"TYLG":1,"07788":0.6,"TTEQ":1,"AIFD":1,"SOXX":1,"ILDR":1,"IETC":1,"NVDY":0.6,"EFIV":1,"NVDA":2,"ANV":0.6,"XLK":1,"LFGY":1,"NVDG":0.6,"DIPS":0.6,"JGRO":1,"TEK":1,"NVDQ":0.6,"AGOX":1,"IXN":1,"TRFK":1,"NVYY":0.6,"NVII":0.6,"SNPE":1,"NVDU":0.6,"VGT":1,"AIPI":1,"NVDO":0.6,"USXF":1,"07388":0.6,"NVDD":0.6,"FAI":1,"NULC":1,"NVDX":0.6,"SHOC":1,"SPTE":1,"SOXQ":1,"SMHX":1,"ABFL":1,"FDTX":1,"CLSE":1}},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582923346097200,"gmtCreate":1783345377390,"gmtModify":1783345380783,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> still hanging on to my stocks and looking to add on while I still can! Nvidia is the clear and dominant leader supplying GPUs and full‑stack systems to a multi‑trillion‑dollar AI build‑out, with explosive data‑center revenue growth and a strong hardware‑plus‑software moat (CUDA, ecosystem) that competitors haven’t matched","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> still hanging on to my stocks and looking to add on while I still can! Nvidia is the clear and dominant leader supplying GPUs and full‑stack systems to a multi‑trillion‑dollar AI build‑out, with explosive data‑center revenue growth and a strong hardware‑plus‑software moat (CUDA, ecosystem) that competitors haven’t matched","text":"$NVIDIA(NVDA)$ still hanging on to my stocks and looking to add on while I still can! Nvidia is the clear and dominant leader supplying GPUs and full‑stack systems to a multi‑trillion‑dollar AI build‑out, with explosive data‑center revenue growth and a strong hardware‑plus‑software moat (CUDA, ecosystem) that competitors haven’t matched","images":[{"img":"https://community-static.tradeup.com/news/f4f73c419c2e224d2e3263b341444463","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/582923346097200","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582921344336944,"gmtCreate":1783344888679,"gmtModify":1783344891791,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> this is good for Singtel's growth prospects","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> this is good for Singtel's growth prospects","text":"$Singtel(Z74.SI)$ this is good for Singtel's growth prospects","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/582921344336944","repostId":"2648063585","repostType":2,"repost":{"id":"2648063585","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires","id":"1060499803","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1782985585,"share":"https://ttm.financial/m/news/2648063585?lang=en_US&edition=fundamental","pubTime":"2026-07-02 17:46","market":"sg","language":"en","title":"Lightstorm, Singtel, Microsoft to Launch India-Southeast Asia Submarine Cable","url":"https://stock-news.laohu8.com/highlight/detail?id=2648063585","media":"MT Newswires","summary":"Lightstorm signed consortium agreements with Singtel  Microsoft and Tata Communications  to build a submarine cable system that will link India's east coast to Singapore and Malaysia.The 3,600-kilometer I-2SEA is expected to be service-ready by the fourth quarter of 2029 and is designed for AI workloads, according to a Thursday statement from the city-state's AI connectivity platform operator.Under the agreement, NEC Corp.  was named system supplier while ASEAN Cableship was the marine installation partner.","content":"<html><body><p> Lightstorm signed consortium agreements with Singtel (SGX:Z74) Microsoft and Tata Communications (NSE:TATACOMM, BOM:500483) to build a submarine cable system that will link India's east coast to Singapore and Malaysia.</p><p>The 3,600-kilometer I-2SEA is expected to be service-ready by the fourth quarter of 2029 and is designed for AI workloads, according to a Thursday statement from the city-state's AI connectivity platform operator.</p><p>Under the agreement, <a href=\"https://laohu8.com/S/NECPY\">NEC Corp.</a> (TYO: 6701) was named system supplier while ASEAN Cableship was the marine installation partner.</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>Lightstorm, Singtel, Microsoft to Launch India-Southeast Asia Submarine Cable</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\">\nLightstorm, Singtel, Microsoft to Launch India-Southeast Asia Submarine Cable\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2026-07-02 17:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Lightstorm signed consortium agreements with Singtel (SGX:Z74) Microsoft and Tata Communications (NSE:TATACOMM, BOM:500483) to build a submarine cable system that will link India's east coast to Singapore and Malaysia.</p><p>The 3,600-kilometer I-2SEA is expected to be service-ready by the fourth quarter of 2029 and is designed for AI workloads, according to a Thursday statement from the city-state's AI connectivity platform operator.</p><p>Under the agreement, <a href=\"https://laohu8.com/S/NECPY\">NEC Corp.</a> (TYO: 6701) was named system supplier while ASEAN Cableship was the marine installation partner.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH 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(SGX:Z74) Microsoft and Tata Communications (NSE:TATACOMM, BOM:500483) to build a submarine cable system that will link India's east coast to Singapore and Malaysia.The 3,600-kilometer I-2SEA is expected to be service-ready by the fourth quarter of 2029 and is designed for AI workloads, according to a Thursday statement from the city-state's AI connectivity platform operator.Under the agreement, NEC Corp. (TYO: 6701) was named system supplier while ASEAN Cableship was the marine installation partner.","news_type":1,"symbols_score_info":{"MSFX":0.6,"MSFT":1.87,"MSFD":0.6,"MSFO":0.6,"MSFL":0.6,"MSFW":0.6,"MSFU":0.6,"MSFY":0.6,"Z74.SI":1.92}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582862583628872,"gmtCreate":1783330543190,"gmtModify":1783330546430,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","text":"$Singtel(Z74.SI)$ one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/582862583628872","isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581660811149552,"gmtCreate":1783037224092,"gmtModify":1783037226991,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$DBS(D05.SI)$ $UOB(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/581660811149552","repostId":"1145398846","repostType":2,"repost":{"id":"1145398846","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1782956700,"share":"https://ttm.financial/m/news/1145398846?lang=en_US&edition=fundamental","pubTime":"2026-07-02 09:45","market":"sg","language":"en","title":"The Enduring Appeal of Singaporean Banks as a Stable Income Source","url":"https://stock-news.laohu8.com/highlight/detail?id=1145398846","media":"Trading Random","summary":"Every investor seeks companies that can navigate economic instability effectively.While no business is entirely invulnerable to shocks, Singapore's banking institutions merit consideration for their...","content":"<html><head></head><body><p>Every investor seeks companies that can navigate economic instability effectively.<br/><br/>While no business is entirely invulnerable to shocks, Singapore&#39;s banking institutions merit consideration for their proven durability through various crises.<br/><br/>Their capacity to withstand disruptions while continuing to deliver returns to shareholders is a key reason they are considered a foundational element in defensive investment strategies.<br/><br/><strong>Distinctive Characteristics of Singaporean Banks</strong><br/><br/>The strict regulatory regime enforced by the Monetary Authority of Singapore (MAS) compels local banks to adhere to conservative lending standards and robust governance.<br/><br/>These capital adequacy rules mandate that banks maintain capital reserves proportionate to their risk profiles.<br/><br/>The sector is dominated by three major institutions: <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a>, <a href=\"https://laohu8.com/S/O39.SI\">OCBC Bank</a>, and <a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank</a>.<br/><br/>Their substantial size affords them considerable competitive edges, vast customer bases, and powerful brand loyalty.<br/><br/>The industry&#39;s high regulatory and capital thresholds also establish formidable barriers for any new entrants.<br/><br/>Moreover, Singaporean banks derive revenue from diverse business segments.<br/><br/>Although interest income from traditional lending is a primary profit contributor, they also earn significant fees from wealth management, transaction services, and product commissions.<br/><br/><strong>Mechanisms for Weathering Economic Downturns</strong><br/><br/>Banking services are essential for both individuals and corporations, irrespective of the economic climate.<br/><br/>Core activities like deposits, payroll processing, and trade finance persist even during recessions.<br/><br/>This essential nature provides banks with a reliable, recurring revenue stream.<br/><br/>Singaporean banks are also recognized for their conservative financial management.<br/><br/>Robust capital ratios ensure they possess sufficient resources to cover unforeseen losses, while strong liquidity positions allow them to meet withdrawal requests during stressful periods.<br/><br/>Although loan defaults are an inherent risk, these banks consistently allocate provisions to cover potential bad debts.<br/><br/>These provisions serve as a financial cushion, enabling banks to absorb losses without critically impairing their profitability or capital base.<br/><br/><strong>Transformation into Reliable Income Generators</strong><br/><br/>Singaporean banks have shown a consistent ability to produce significant profits across varying economic cycles.<br/><br/>For the first quarter of 2026, DBS and OCBC reported total income of S$5.95 billion and S$3.83 billion, representing year-on-year increases of 1% and 5% respectively, while UOB recorded S$3.4 billion.<br/><br/>Strong profits directly enhance a bank&#39;s ability to fund growth initiatives, bolster capital reserves, and return cash to shareholders.<br/><br/>Furthermore, their stable earnings and solid capital foundations support the distribution of a meaningful share of profits to investors.<br/><br/>Beyond regular dividends, banks may also issue special dividends during periods of exceptional earnings or when they hold surplus capital.<br/><br/>For the 2025 financial year, DBS paid total dividends of S$3.06 per share, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends.<br/><br/>UOB distributed a total of S$1.56 per share for FY2025, which included a special dividend of S$0.50, while OCBC paid out S$0.99 per share for the same period.<br/><br/><strong>Essential Factors for Investors to Monitor</strong><br/><br/>Interest rates: Wider net interest margins during rate-hike cycles can boost profitability as loan yields rise faster than deposit costs. However, excessively high rates may dampen loan demand and increase default risks.<br/><br/>Loan growth: Increasing lending volumes directly expand interest income and serve as a useful gauge of economic vitality and future earnings potential.<br/><br/>Wealth management expansion: The region&#39;s growing affluent population drives lucrative, stable fee-based income from services like advisory and estate planning, which helps stabilise revenues when interest rates are low.<br/><br/><strong>Examining the &#34;Shock-Proof&#34; Claim</strong><br/><br/>Even the most robust banks in Singapore are not entirely insulated from adverse economic conditions or financial hazards.<br/><br/>A substantial portion of their revenue stems from residential mortgages, commercial property loans, and developer financing.<br/><br/>Consequently, any major downturn in the real estate market, marked by falling prices and reduced transaction volumes, would adversely affect lending activity and loan quality.<br/><br/>Economic recessions, characterised by weaker business activity and lower consumer spending, can also heighten credit risk and squeeze profit margins.<br/><br/>Fintech firms and digital banks present competitive challenges by offering faster, cheaper, and more convenient services.<br/><br/>It is important to remember that even high-quality banks remain subject to broader economic cycles and unforeseen disruptions.<br/><br/><strong>Reasons for Continued Long-Term Investor Interest</strong><br/><br/>Bank stocks attract long-term investors by offering prospects for both income generation and capital growth.<br/><br/>Shareholders can enjoy steady dividend payments while also potentially benefiting from share price appreciation as earnings expand over time.<br/><br/>Banks can maintain their earnings capacity even in inflationary environments, preserving their appeal.<br/><br/>Compared to more complex sectors like semiconductors or biotechnology, banking operations are often more straightforward for many investors to comprehend.<br/><br/>Most individuals have regular interactions with banks, making their business models familiar and somewhat easier to assess.<br/><br/><strong>Widespread Misunderstandings Regarding Bank Stocks</strong><br/><br/>While higher interest rates can improve profitability via net interest margins, they are merely one component among several.<br/><br/>Earnings are also significantly influenced by loan growth, non-interest income, and the overall economic backdrop.<br/><br/>Another common fallacy is that substantial dividend payouts hinder growth.<br/><br/>In practice, banks that pay significant dividends typically have mature, stable business models that generate ample cash flow to comfortably cover expenses and fund expansion—these objectives are not mutually exclusive for a business with durable earnings.<br/><br/>Lastly, although bank stocks are sometimes viewed as unexciting due to operating in mature, heavily regulated industries, these businesses often produce highly attractive long-term returns precisely because they prioritise stability and consistency over speculative trends.<br/><br/><strong>The Core Strength: Resilience</strong><br/><br/>In a market increasingly characterised by volatility, Singaporean banks continue to distinguish themselves as bastions of stability.<br/><br/>Their strength derives from a potent combination of disciplined risk management, pricing power, and diversified revenue sources, positioning them among the market&#39;s most resilient income-generating investments.<br/><br/>Astute investors understand that while Singaporean banks are not impervious to downturns, they present a compelling long-term proposition, blending resilience, profitability, and income stability.</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>The Enduring Appeal of Singaporean Banks as a Stable Income Source</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; 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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\">\nThe Enduring Appeal of Singaporean Banks as a Stable Income Source\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-07-02 09:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Every investor seeks companies that can navigate economic instability effectively.<br/><br/>While no business is entirely invulnerable to shocks, Singapore&#39;s banking institutions merit consideration for their proven durability through various crises.<br/><br/>Their capacity to withstand disruptions while continuing to deliver returns to shareholders is a key reason they are considered a foundational element in defensive investment strategies.<br/><br/><strong>Distinctive Characteristics of Singaporean Banks</strong><br/><br/>The strict regulatory regime enforced by the Monetary Authority of Singapore (MAS) compels local banks to adhere to conservative lending standards and robust governance.<br/><br/>These capital adequacy rules mandate that banks maintain capital reserves proportionate to their risk profiles.<br/><br/>The sector is dominated by three major institutions: <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a>, <a href=\"https://laohu8.com/S/O39.SI\">OCBC Bank</a>, and <a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank</a>.<br/><br/>Their substantial size affords them considerable competitive edges, vast customer bases, and powerful brand loyalty.<br/><br/>The industry&#39;s high regulatory and capital thresholds also establish formidable barriers for any new entrants.<br/><br/>Moreover, Singaporean banks derive revenue from diverse business segments.<br/><br/>Although interest income from traditional lending is a primary profit contributor, they also earn significant fees from wealth management, transaction services, and product commissions.<br/><br/><strong>Mechanisms for Weathering Economic Downturns</strong><br/><br/>Banking services are essential for both individuals and corporations, irrespective of the economic climate.<br/><br/>Core activities like deposits, payroll processing, and trade finance persist even during recessions.<br/><br/>This essential nature provides banks with a reliable, recurring revenue stream.<br/><br/>Singaporean banks are also recognized for their conservative financial management.<br/><br/>Robust capital ratios ensure they possess sufficient resources to cover unforeseen losses, while strong liquidity positions allow them to meet withdrawal requests during stressful periods.<br/><br/>Although loan defaults are an inherent risk, these banks consistently allocate provisions to cover potential bad debts.<br/><br/>These provisions serve as a financial cushion, enabling banks to absorb losses without critically impairing their profitability or capital base.<br/><br/><strong>Transformation into Reliable Income Generators</strong><br/><br/>Singaporean banks have shown a consistent ability to produce significant profits across varying economic cycles.<br/><br/>For the first quarter of 2026, DBS and OCBC reported total income of S$5.95 billion and S$3.83 billion, representing year-on-year increases of 1% and 5% respectively, while UOB recorded S$3.4 billion.<br/><br/>Strong profits directly enhance a bank&#39;s ability to fund growth initiatives, bolster capital reserves, and return cash to shareholders.<br/><br/>Furthermore, their stable earnings and solid capital foundations support the distribution of a meaningful share of profits to investors.<br/><br/>Beyond regular dividends, banks may also issue special dividends during periods of exceptional earnings or when they hold surplus capital.<br/><br/>For the 2025 financial year, DBS paid total dividends of S$3.06 per share, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends.<br/><br/>UOB distributed a total of S$1.56 per share for FY2025, which included a special dividend of S$0.50, while OCBC paid out S$0.99 per share for the same period.<br/><br/><strong>Essential Factors for Investors to Monitor</strong><br/><br/>Interest rates: Wider net interest margins during rate-hike cycles can boost profitability as loan yields rise faster than deposit costs. However, excessively high rates may dampen loan demand and increase default risks.<br/><br/>Loan growth: Increasing lending volumes directly expand interest income and serve as a useful gauge of economic vitality and future earnings potential.<br/><br/>Wealth management expansion: The region&#39;s growing affluent population drives lucrative, stable fee-based income from services like advisory and estate planning, which helps stabilise revenues when interest rates are low.<br/><br/><strong>Examining the &#34;Shock-Proof&#34; Claim</strong><br/><br/>Even the most robust banks in Singapore are not entirely insulated from adverse economic conditions or financial hazards.<br/><br/>A substantial portion of their revenue stems from residential mortgages, commercial property loans, and developer financing.<br/><br/>Consequently, any major downturn in the real estate market, marked by falling prices and reduced transaction volumes, would adversely affect lending activity and loan quality.<br/><br/>Economic recessions, characterised by weaker business activity and lower consumer spending, can also heighten credit risk and squeeze profit margins.<br/><br/>Fintech firms and digital banks present competitive challenges by offering faster, cheaper, and more convenient services.<br/><br/>It is important to remember that even high-quality banks remain subject to broader economic cycles and unforeseen disruptions.<br/><br/><strong>Reasons for Continued Long-Term Investor Interest</strong><br/><br/>Bank stocks attract long-term investors by offering prospects for both income generation and capital growth.<br/><br/>Shareholders can enjoy steady dividend payments while also potentially benefiting from share price appreciation as earnings expand over time.<br/><br/>Banks can maintain their earnings capacity even in inflationary environments, preserving their appeal.<br/><br/>Compared to more complex sectors like semiconductors or biotechnology, banking operations are often more straightforward for many investors to comprehend.<br/><br/>Most individuals have regular interactions with banks, making their business models familiar and somewhat easier to assess.<br/><br/><strong>Widespread Misunderstandings Regarding Bank Stocks</strong><br/><br/>While higher interest rates can improve profitability via net interest margins, they are merely one component among several.<br/><br/>Earnings are also significantly influenced by loan growth, non-interest income, and the overall economic backdrop.<br/><br/>Another common fallacy is that substantial dividend payouts hinder growth.<br/><br/>In practice, banks that pay significant dividends typically have mature, stable business models that generate ample cash flow to comfortably cover expenses and fund expansion—these objectives are not mutually exclusive for a business with durable earnings.<br/><br/>Lastly, although bank stocks are sometimes viewed as unexciting due to operating in mature, heavily regulated industries, these businesses often produce highly attractive long-term returns precisely because they prioritise stability and consistency over speculative trends.<br/><br/><strong>The Core Strength: Resilience</strong><br/><br/>In a market increasingly characterised by volatility, Singaporean banks continue to distinguish themselves as bastions of stability.<br/><br/>Their strength derives from a potent combination of disciplined risk management, pricing power, and diversified revenue sources, positioning them among the market&#39;s most resilient income-generating investments.<br/><br/>Astute investors understand that while Singaporean banks are not impervious to downturns, they present a compelling long-term proposition, blending resilience, profitability, and income stability.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行","D05.SI":"星展集团控股","U11.SI":"大华银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145398846","content_text":"Every investor seeks companies that can navigate economic instability effectively.While no business is entirely invulnerable to shocks, Singapore's banking institutions merit consideration for their proven durability through various crises.Their capacity to withstand disruptions while continuing to deliver returns to shareholders is a key reason they are considered a foundational element in defensive investment strategies.Distinctive Characteristics of Singaporean BanksThe strict regulatory regime enforced by the Monetary Authority of Singapore (MAS) compels local banks to adhere to conservative lending standards and robust governance.These capital adequacy rules mandate that banks maintain capital reserves proportionate to their risk profiles.The sector is dominated by three major institutions: DBS Group, OCBC Bank, and United Overseas Bank.Their substantial size affords them considerable competitive edges, vast customer bases, and powerful brand loyalty.The industry's high regulatory and capital thresholds also establish formidable barriers for any new entrants.Moreover, Singaporean banks derive revenue from diverse business segments.Although interest income from traditional lending is a primary profit contributor, they also earn significant fees from wealth management, transaction services, and product commissions.Mechanisms for Weathering Economic DownturnsBanking services are essential for both individuals and corporations, irrespective of the economic climate.Core activities like deposits, payroll processing, and trade finance persist even during recessions.This essential nature provides banks with a reliable, recurring revenue stream.Singaporean banks are also recognized for their conservative financial management.Robust capital ratios ensure they possess sufficient resources to cover unforeseen losses, while strong liquidity positions allow them to meet withdrawal requests during stressful periods.Although loan defaults are an inherent risk, these banks consistently allocate provisions to cover potential bad debts.These provisions serve as a financial cushion, enabling banks to absorb losses without critically impairing their profitability or capital base.Transformation into Reliable Income GeneratorsSingaporean banks have shown a consistent ability to produce significant profits across varying economic cycles.For the first quarter of 2026, DBS and OCBC reported total income of S$5.95 billion and S$3.83 billion, representing year-on-year increases of 1% and 5% respectively, while UOB recorded S$3.4 billion.Strong profits directly enhance a bank's ability to fund growth initiatives, bolster capital reserves, and return cash to shareholders.Furthermore, their stable earnings and solid capital foundations support the distribution of a meaningful share of profits to investors.Beyond regular dividends, banks may also issue special dividends during periods of exceptional earnings or when they hold surplus capital.For the 2025 financial year, DBS paid total dividends of S$3.06 per share, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends.UOB distributed a total of S$1.56 per share for FY2025, which included a special dividend of S$0.50, while OCBC paid out S$0.99 per share for the same period.Essential Factors for Investors to MonitorInterest rates: Wider net interest margins during rate-hike cycles can boost profitability as loan yields rise faster than deposit costs. However, excessively high rates may dampen loan demand and increase default risks.Loan growth: Increasing lending volumes directly expand interest income and serve as a useful gauge of economic vitality and future earnings potential.Wealth management expansion: The region's growing affluent population drives lucrative, stable fee-based income from services like advisory and estate planning, which helps stabilise revenues when interest rates are low.Examining the \"Shock-Proof\" ClaimEven the most robust banks in Singapore are not entirely insulated from adverse economic conditions or financial hazards.A substantial portion of their revenue stems from residential mortgages, commercial property loans, and developer financing.Consequently, any major downturn in the real estate market, marked by falling prices and reduced transaction volumes, would adversely affect lending activity and loan quality.Economic recessions, characterised by weaker business activity and lower consumer spending, can also heighten credit risk and squeeze profit margins.Fintech firms and digital banks present competitive challenges by offering faster, cheaper, and more convenient services.It is important to remember that even high-quality banks remain subject to broader economic cycles and unforeseen disruptions.Reasons for Continued Long-Term Investor InterestBank stocks attract long-term investors by offering prospects for both income generation and capital growth.Shareholders can enjoy steady dividend payments while also potentially benefiting from share price appreciation as earnings expand over time.Banks can maintain their earnings capacity even in inflationary environments, preserving their appeal.Compared to more complex sectors like semiconductors or biotechnology, banking operations are often more straightforward for many investors to comprehend.Most individuals have regular interactions with banks, making their business models familiar and somewhat easier to assess.Widespread Misunderstandings Regarding Bank StocksWhile higher interest rates can improve profitability via net interest margins, they are merely one component among several.Earnings are also significantly influenced by loan growth, non-interest income, and the overall economic backdrop.Another common fallacy is that substantial dividend payouts hinder growth.In practice, banks that pay significant dividends typically have mature, stable business models that generate ample cash flow to comfortably cover expenses and fund expansion—these objectives are not mutually exclusive for a business with durable earnings.Lastly, although bank stocks are sometimes viewed as unexciting due to operating in mature, heavily regulated industries, these businesses often produce highly attractive long-term returns precisely because they prioritise stability and consistency over speculative trends.The Core Strength: ResilienceIn a market increasingly characterised by volatility, Singaporean banks continue to distinguish themselves as bastions of stability.Their strength derives from a potent combination of disciplined risk management, pricing power, and diversified revenue sources, positioning them among the market's most resilient income-generating investments.Astute investors understand that while Singaporean banks are not impervious to downturns, they present a compelling long-term proposition, blending resilience, profitability, and income stability.","news_type":1,"symbols_score_info":{"D05.SI":2,"U11.SI":2,"O39.SI":2}},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581659877598384,"gmtCreate":1783036995054,"gmtModify":1783036998271,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Another catalyst for Amazon's growth!&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"Another catalyst for Amazon's growth!&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"Another catalyst for Amazon's growth! $Amazon.com(AMZN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/581659877598384","repostId":"2648870916","repostType":2,"repost":{"id":"2648870916","kind":"highlight","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1783019022,"share":"https://ttm.financial/m/news/2648870916?lang=en_US&edition=fundamental","pubTime":"2026-07-03 03:03","market":"nz","language":"en","title":"Amazon to Start Initial Leo Internet Service This Year as Network Nears 400 Satellites","url":"https://stock-news.laohu8.com/highlight/detail?id=2648870916","media":"Reuters","summary":"Amazon to start initial Leo internet service this year as network nears 400 satellitesAmazon Leo network reaches 394 satellites in orbitInitial service to start later this year, executive saysLeo inte","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> to start initial Leo internet service this year as network nears 400 satellites</title></head><body><div><p>Amazon Leo network reaches 394 satellites in orbit</p><p>Initial service to start later this year, executive says</p><p>Leo internet service is a budding rival to SpaceX's Starlink</p></div><p>By Joey Roulette</p><p>\n<span>WASHINGTON, July 2 (Reuters)</span><span> - </span>Amazon <span>AMZN.O</span> expects to roll out initial internet service with its Leo broadband satellite network later this year after the company's latest launch put the orbiting constellation's satellite count over 390, a company executive said on Thursday.</p><p>Amazon's latest batch of 29 satellites lifted off from Florida early on Thursday aboard an Atlas V rocket from United Launch Alliance, marking the company's 14th launch of dozens more planned to deploy more than 3,200 satellites that will provide global internet coverage from space.</p><p>\"Still lots of work ahead – including raising all these new satellites to their assigned altitude,\" Amazon's Leo chief Chris Weber said in a post on X. \"But we’ve completed enough launches for initial service this yr, and future missions just add coverage and capacity.\"</p><p>Weber did not say in which region Amazon plans to begin service, but initial service is expected to begin near Earth's north and south poles and gradually spread inward toward the equator as more satellites are added.</p><p>The constellation has 394 satellites in orbit so far of 398 launched since April 2025, according to spaceflight analyst and Harvard astronomer Jonathan McDowell.</p><p>The growing Leo constellation is a budding rival to SpaceX's established Starlink, which has a growing tally of roughly 10,000 satellites. Like Starlink, Amazon plans to offer internet service to consumers with Leo terminals - sized from roughly the size of a laptop to larger and more powerful versions - as well as governments and companies such as <span>airlines</span>.    </p><p>Amazon has been targeting a service start of mid-2026, relying on tens of billions of dollars worth of rocket bookings to loft its satellites into space. ULA's Atlas V has become a workhorse for the network as the other rockets Amazon plans to use, Blue Origin's New Glenn and ULA's Vulcan, are grounded.</p><p>A New Glenn rocket exploded on its launchpad last month, destroying the launch tower and other hardware. The company's CEO Dave Limp expects to resume New Glenn launches by the end of the year as engineers zero in on the rocket's engine section to figure out what caused the explosion.</p><p>ULA's new Vulcan rocket, which is booked to launch at least 40 Leo missions for Amazon, is also grounded over a solid rocket motor separation issue it encountered in February. Vulcan uses the same Blue Origin-built BE-4 engines as New Glenn and may see its return-to-flight further delayed if Blue Origin finds the BE-4 engines at fault for the New Glenn explosion.</p><p>ULA spokeswoman Jessica Rye said Blue Origin engineers \"are being transparent with us as they work through the investigation. If there are crossover items with the BE-4 engines, we will collaborate with the team to find root cause and address it.\"</p><p>Amazon has roughly 100 rocket launches booked worth at least $82 billion in total to build out the constellation. Its other launch providers include French rocket maker Arianespace's Ariane 6 and SpaceX's Falcon 9, the partially reusable rocket that has been vital to SpaceX's deployment of its own Starlink satellites.</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>Amazon to Start Initial Leo Internet Service This Year as Network Nears 400 Satellites</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\">\nAmazon to Start Initial Leo Internet Service This Year as Network Nears 400 Satellites\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-03 03:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> to start initial Leo internet service this year as network nears 400 satellites</title></head><body><div><p>Amazon Leo network reaches 394 satellites in orbit</p><p>Initial service to start later this year, executive says</p><p>Leo internet service is a budding rival to SpaceX's Starlink</p></div><p>By Joey Roulette</p><p>\n<span>WASHINGTON, July 2 (Reuters)</span><span> - </span>Amazon <span>AMZN.O</span> expects to roll out initial internet service with its Leo broadband satellite network later this year after the company's latest launch put the orbiting constellation's satellite count over 390, a company executive said on Thursday.</p><p>Amazon's latest batch of 29 satellites lifted off from Florida early on Thursday aboard an Atlas V rocket from United Launch Alliance, marking the company's 14th launch of dozens more planned to deploy more than 3,200 satellites that will provide global internet coverage from space.</p><p>\"Still lots of work ahead – including raising all these new satellites to their assigned altitude,\" Amazon's Leo chief Chris Weber said in a post on X. \"But we’ve completed enough launches for initial service this yr, and future missions just add coverage and capacity.\"</p><p>Weber did not say in which region Amazon plans to begin service, but initial service is expected to begin near Earth's north and south poles and gradually spread inward toward the equator as more satellites are added.</p><p>The constellation has 394 satellites in orbit so far of 398 launched since April 2025, according to spaceflight analyst and Harvard astronomer Jonathan McDowell.</p><p>The growing Leo constellation is a budding rival to SpaceX's established Starlink, which has a growing tally of roughly 10,000 satellites. Like Starlink, Amazon plans to offer internet service to consumers with Leo terminals - sized from roughly the size of a laptop to larger and more powerful versions - as well as governments and companies such as <span>airlines</span>.    </p><p>Amazon has been targeting a service start of mid-2026, relying on tens of billions of dollars worth of rocket bookings to loft its satellites into space. ULA's Atlas V has become a workhorse for the network as the other rockets Amazon plans to use, Blue Origin's New Glenn and ULA's Vulcan, are grounded.</p><p>A New Glenn rocket exploded on its launchpad last month, destroying the launch tower and other hardware. The company's CEO Dave Limp expects to resume New Glenn launches by the end of the year as engineers zero in on the rocket's engine section to figure out what caused the explosion.</p><p>ULA's new Vulcan rocket, which is booked to launch at least 40 Leo missions for Amazon, is also grounded over a solid rocket motor separation issue it encountered in February. Vulcan uses the same Blue Origin-built BE-4 engines as New Glenn and may see its return-to-flight further delayed if Blue Origin finds the BE-4 engines at fault for the New Glenn explosion.</p><p>ULA spokeswoman Jessica Rye said Blue Origin engineers \"are being transparent with us as they work through the investigation. If there are crossover items with the BE-4 engines, we will collaborate with the team to find root cause and address it.\"</p><p>Amazon has roughly 100 rocket launches booked worth at least $82 billion in total to build out the constellation. Its other launch providers include French rocket maker Arianespace's Ariane 6 and SpaceX's Falcon 9, the partially reusable rocket that has been vital to SpaceX's deployment of its own Starlink satellites.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0672654240.SGD":"FTIF - 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Amazon AMZN.O expects to roll out initial internet service with its Leo broadband satellite network later this year after the company's latest launch put the orbiting constellation's satellite count over 390, a company executive said on Thursday.Amazon's latest batch of 29 satellites lifted off from Florida early on Thursday aboard an Atlas V rocket from United Launch Alliance, marking the company's 14th launch of dozens more planned to deploy more than 3,200 satellites that will provide global internet coverage from space.\"Still lots of work ahead – including raising all these new satellites to their assigned altitude,\" Amazon's Leo chief Chris Weber said in a post on X. \"But we’ve completed enough launches for initial service this yr, and future missions just add coverage and capacity.\"Weber did not say in which region Amazon plans to begin service, but initial service is expected to begin near Earth's north and south poles and gradually spread inward toward the equator as more satellites are added.The constellation has 394 satellites in orbit so far of 398 launched since April 2025, according to spaceflight analyst and Harvard astronomer Jonathan McDowell.The growing Leo constellation is a budding rival to SpaceX's established Starlink, which has a growing tally of roughly 10,000 satellites. Like Starlink, Amazon plans to offer internet service to consumers with Leo terminals - sized from roughly the size of a laptop to larger and more powerful versions - as well as governments and companies such as airlines.    Amazon has been targeting a service start of mid-2026, relying on tens of billions of dollars worth of rocket bookings to loft its satellites into space. ULA's Atlas V has become a workhorse for the network as the other rockets Amazon plans to use, Blue Origin's New Glenn and ULA's Vulcan, are grounded.A New Glenn rocket exploded on its launchpad last month, destroying the launch tower and other hardware. The company's CEO Dave Limp expects to resume New Glenn launches by the end of the year as engineers zero in on the rocket's engine section to figure out what caused the explosion.ULA's new Vulcan rocket, which is booked to launch at least 40 Leo missions for Amazon, is also grounded over a solid rocket motor separation issue it encountered in February. Vulcan uses the same Blue Origin-built BE-4 engines as New Glenn and may see its return-to-flight further delayed if Blue Origin finds the BE-4 engines at fault for the New Glenn explosion.ULA spokeswoman Jessica Rye said Blue Origin engineers \"are being transparent with us as they work through the investigation. If there are crossover items with the BE-4 engines, we will collaborate with the team to find root cause and address it.\"Amazon has roughly 100 rocket launches booked worth at least $82 billion in total to build out the constellation. Its other launch providers include French rocket maker Arianespace's Ariane 6 and SpaceX's Falcon 9, the partially reusable rocket that has been vital to SpaceX's deployment of its own Starlink satellites.","news_type":1,"symbols_score_info":{"AMZP":0.6,"AZYY":0.6,"AMZY":0.6,"USAW.SI":0.6,"AMZU":0.6,"AMZZ":0.6,"AMZW":0.6,"AMZD":0.6,"AMZN":1.97}},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581659909620512,"gmtCreate":1783036918319,"gmtModify":1783036920960,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581659909620512","repostId":"1131270892","repostType":4,"repost":{"id":"1131270892","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1783036126,"share":"https://ttm.financial/m/news/1131270892?lang=en_US&edition=fundamental","pubTime":"2026-07-03 07:48","market":"us","language":"en","title":"Trump Says AI Bigger Than Late‑1990s Internet","url":"https://stock-news.laohu8.com/highlight/detail?id=1131270892","media":"MT Newswires Live","summary":"According to CNBC, President Trump said on Thursday that AI investment is larger than the late‑1990s internet build and that overall capex figures support that view. Goldman Sachs estimated in 2025...","content":"<html><head></head><body><p style=\"text-align: left;\">According to CNBC, President Trump said on Thursday that AI investment is larger than the late‑1990s internet build and that overall capex figures support that view. </p><p style=\"text-align: left;\">Goldman Sachs estimated in 2025 that AI capital spending would need to reach $700bn by 2026 to match the late‑1990s telecom peak; in May the bank forecast AI capex of $765bn this year and annual spending rising to $1.6trln by 2031. </p><p style=\"text-align: left;\">Trump also said he expects 40–60% of chip manufacturing to be located in the United States by the time he leaves office.</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>Trump Says AI Bigger Than Late‑1990s Internet</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\">\nTrump Says AI Bigger Than Late‑1990s Internet\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-03 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">According to CNBC, President Trump said on Thursday that AI investment is larger than the late‑1990s internet build and that overall capex figures support that view. </p><p style=\"text-align: left;\">Goldman Sachs estimated in 2025 that AI capital spending would need to reach $700bn by 2026 to match the late‑1990s telecom peak; in May the bank forecast AI capex of $765bn this year and annual spending rising to $1.6trln by 2031. </p><p style=\"text-align: left;\">Trump also said he expects 40–60% of chip manufacturing to be located in the United States by the time he leaves office.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDD":"1倍做空NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","MSFO":"MSFT期权收益策略ETF-YieldMax","NVDG":"2倍做多NVDA ETF- Leverage Shares","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","MSFU":"2倍做多MSFT ETF-Direxion","NVDA":"英伟达","METD":"1倍做空META ETF-Direxion","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","MSFW":"Roundhill MSFT WeeklyPay ETF","FBY":"META期权收益策略ETF-YieldMax","NVDQ":"2倍做空NVDA ETF-T-Rex","GOOX":"2倍做多GOOG ETF-T-REX","MSFX":"2倍做多MSFT ETF-T-Rex","META":"Meta Platforms, Inc.","FBYY":"GraniteShares YieldBOOST META ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","07388":"XI二南英伟","METU":"2倍做多META ETF-Direxion","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","GOOG":"谷歌","FBL":"2倍做多META ETF-GraniteShares","07788":"南方两倍做多英伟达","METW":"Roundhill META WeeklyPay™ ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVYY":"GraniteShares YieldBOOST NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","MSFD":"1倍做空MSFT ETF-Direxion","MSFT":"微软","NVDB":"ProShares Ultra NVDA ETF","MSFL":"2倍做多MSFT ETF-GraniteShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131270892","content_text":"According to CNBC, President Trump said on Thursday that AI investment is larger than the late‑1990s internet build and that overall capex figures support that view. Goldman Sachs estimated in 2025 that AI capital spending would need to reach $700bn by 2026 to match the late‑1990s telecom peak; in May the bank forecast AI capex of $765bn this year and annual spending rising to $1.6trln by 2031. Trump also said he expects 40–60% of chip manufacturing to be located in the United States by the time he leaves office.","news_type":1,"symbols_score_info":{"MSFW":0.6,"07788":0.6,"GOOX":0.6,"META":2,"NVDB":0.6,"NVDD":0.6,"DIPS":0.6,"NVDX":0.6,"MSFX":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDU":0.6,"METU":0.6,"NVDG":0.6,"ANV":0.6,"GOOG":2,"GOOP":0.6,"NVDS":0.6,"FBY":0.6,"NVDL":0.6,"FBL":0.6,"MSFU":0.6,"MSFY":0.6,"MSFL":0.6,"MSFO":0.6,"NVII":0.6,"NVDA":2,"NVD":0.6,"METD":0.6,"MSFT":2,"NVYY":0.6,"07388":0.6,"METW":0.6,"MSFD":0.6,"NVDW":0.6,"FBYY":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581657994982536,"gmtCreate":1783036454337,"gmtModify":1783036457922,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> Share buybacks are always rocket boosts for share prices!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> Share buybacks are always rocket boosts for share prices!","text":"$NVIDIA(NVDA)$ $Apple(AAPL)$ Share buybacks are always rocket boosts for share prices!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/581657994982536","repostId":"2648682186","repostType":2,"repost":{"id":"2648682186","kind":"highlight","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":1783014360,"share":"https://ttm.financial/m/news/2648682186?lang=en_US&edition=fundamental","pubTime":"2026-07-03 01:46","market":"nz","language":"en","title":"Tech Buybacks Could Fuel the Next Leg of the Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2648682186","media":"Dow Jones","summary":"Tech companies have seen their stocks soar, but that's not all they can do for shareholders. It's time they share the wealth.Nearly all companies related to artificial intelligence had a great second ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Tech companies have seen their stocks soar, but that's not all they can do for shareholders. It's time they share the wealth. \n</p>\n<p>\n  Nearly all companies related to artificial intelligence had a great second quarter, but semiconductor firms and hardware makers stand out. They \"continue to reflect the 'greatest cash transfer in history' as operating cash flows from hyperscalers are transferred right into their bank accounts,\" as Melius Research Head of Technology Research Ben Reitzes puts it. \n</p>\n<p>\n  However, not all big tech is created equal. Many companies are big spenders given the cost of AI development; in some cases they don't have free cash flow anymore, and that makes it even trickier for investors to find a fair value for the shares. \n</p>\n<p>\n  By contrast, companies like Apple and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> should be able to shine, he argues, since they have plenty of cash on hand. However, their stocks haven't lived up to their full potential, Reitzes believes, because they haven't actually shared that money with investors. \n</p>\n<p>\n  \"Apple, please explain in plain English your buyback plans since the formal ending of the 'net cash neutral policy' is confusing,\" he writes. \"Nvidia, about 50%+ cash return is nice but aim bigger and absorb your forced sellers in the second half of calendar 2026 as you crush numbers.\" \n</p>\n<p>\n  Certainly, many tech companies can afford it, given that operating cash flow in the sector is near highs, as Trivariate Founder Adam Parker notes. While the sector's cash flow is cyclical, its growth is the highest it's been in a quarter century. \n</p>\n<p>\n  Others have been putting that money to use, specifically through share repurchases. \"The median net buyback as a percentage of operating cash flow dollars is at an all-time high in Technology at 44%,\" Parker writes. \"At the same time, dollar weighted dividends will be at more than a 20-year low at 12%.\" \n</p>\n<p>\n  Rewarding shareholders can also be like helping themselves. A quick look at the biggest tech winners in terms of stock price performance in the second quarter shows Sandisk and Micron soared over 200%, with <a href=\"https://laohu8.com/S/DELL\">Dell</a> up some 150%. Those winners and others \"are going to start buying back a ton of stock too with their newfound wealth,\" Reitzes writes, arguing that such repurchases could further bolster their rallies. \n</p>\n<p>\n  Sounds like a win-win. \n</p>\n<p>\n  Write to Teresa Rivas at teresa.rivas@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 02, 2026 13:46 ET (17:46 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Buybacks Could Fuel the Next Leg of the Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Buybacks Could Fuel the Next Leg of the Rally\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\">2026-07-03 01:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Tech companies have seen their stocks soar, but that's not all they can do for shareholders. It's time they share the wealth. \n</p>\n<p>\n  Nearly all companies related to artificial intelligence had a great second quarter, but semiconductor firms and hardware makers stand out. They \"continue to reflect the 'greatest cash transfer in history' as operating cash flows from hyperscalers are transferred right into their bank accounts,\" as Melius Research Head of Technology Research Ben Reitzes puts it. \n</p>\n<p>\n  However, not all big tech is created equal. Many companies are big spenders given the cost of AI development; in some cases they don't have free cash flow anymore, and that makes it even trickier for investors to find a fair value for the shares. \n</p>\n<p>\n  By contrast, companies like Apple and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> should be able to shine, he argues, since they have plenty of cash on hand. However, their stocks haven't lived up to their full potential, Reitzes believes, because they haven't actually shared that money with investors. \n</p>\n<p>\n  \"Apple, please explain in plain English your buyback plans since the formal ending of the 'net cash neutral policy' is confusing,\" he writes. \"Nvidia, about 50%+ cash return is nice but aim bigger and absorb your forced sellers in the second half of calendar 2026 as you crush numbers.\" \n</p>\n<p>\n  Certainly, many tech companies can afford it, given that operating cash flow in the sector is near highs, as Trivariate Founder Adam Parker notes. While the sector's cash flow is cyclical, its growth is the highest it's been in a quarter century. \n</p>\n<p>\n  Others have been putting that money to use, specifically through share repurchases. \"The median net buyback as a percentage of operating cash flow dollars is at an all-time high in Technology at 44%,\" Parker writes. \"At the same time, dollar weighted dividends will be at more than a 20-year low at 12%.\" \n</p>\n<p>\n  Rewarding shareholders can also be like helping themselves. A quick look at the biggest tech winners in terms of stock price performance in the second quarter shows Sandisk and Micron soared over 200%, with <a href=\"https://laohu8.com/S/DELL\">Dell</a> up some 150%. Those winners and others \"are going to start buying back a ton of stock too with their newfound wealth,\" Reitzes writes, arguing that such repurchases could further bolster their rallies. \n</p>\n<p>\n  Sounds like a win-win. \n</p>\n<p>\n  Write to Teresa Rivas at teresa.rivas@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 02, 2026 13:46 ET (17:46 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - 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SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","ANV":"GraniteShares Autocallable NVDA ETF","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648682186","content_text":"Tech companies have seen their stocks soar, but that's not all they can do for shareholders. It's time they share the wealth. \n\n\n  Nearly all companies related to artificial intelligence had a great second quarter, but semiconductor firms and hardware makers stand out. They \"continue to reflect the 'greatest cash transfer in history' as operating cash flows from hyperscalers are transferred right into their bank accounts,\" as Melius Research Head of Technology Research Ben Reitzes puts it. \n\n\n  However, not all big tech is created equal. Many companies are big spenders given the cost of AI development; in some cases they don't have free cash flow anymore, and that makes it even trickier for investors to find a fair value for the shares. \n\n\n  By contrast, companies like Apple and Nvidia should be able to shine, he argues, since they have plenty of cash on hand. However, their stocks haven't lived up to their full potential, Reitzes believes, because they haven't actually shared that money with investors. \n\n\n  \"Apple, please explain in plain English your buyback plans since the formal ending of the 'net cash neutral policy' is confusing,\" he writes. \"Nvidia, about 50%+ cash return is nice but aim bigger and absorb your forced sellers in the second half of calendar 2026 as you crush numbers.\" \n\n\n  Certainly, many tech companies can afford it, given that operating cash flow in the sector is near highs, as Trivariate Founder Adam Parker notes. While the sector's cash flow is cyclical, its growth is the highest it's been in a quarter century. \n\n\n  Others have been putting that money to use, specifically through share repurchases. \"The median net buyback as a percentage of operating cash flow dollars is at an all-time high in Technology at 44%,\" Parker writes. \"At the same time, dollar weighted dividends will be at more than a 20-year low at 12%.\" \n\n\n  Rewarding shareholders can also be like helping themselves. A quick look at the biggest tech winners in terms of stock price performance in the second quarter shows Sandisk and Micron soared over 200%, with Dell up some 150%. Those winners and others \"are going to start buying back a ton of stock too with their newfound wealth,\" Reitzes writes, arguing that such repurchases could further bolster their rallies. \n\n\n  Sounds like a win-win. \n\n\n  Write to Teresa Rivas at teresa.rivas@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 02, 2026 13:46 ET (17:46 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVDD":0.6,"AAPX":0.6,"AAPD":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"ANV":0.6,"NVDW":0.6,"07788":0.6,"NVDB":0.6,"NVD":0.6,"NVDO":0.6,"NVYY":0.6,"NVDY":0.6,"AAPB":0.6,"AAPU":0.6,"NVDS":0.6,"NVDL":0.6,"NVDG":0.6,"DIPS":0.6,"NVD3.UK":0.6,"AAPL":1.92,"NVII":0.6,"07388":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"AAPY":0.6,"NVIW.SI":0.6,"MACW.SI":0.6,"NVDA":1.9,"NVDX":0.6,"NVDU":0.6,"AAPW":0.6,"APLY":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581649166714168,"gmtCreate":1783034299695,"gmtModify":1783034303270,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> if they can work out copilot, this stock shoots to the moon 🌛","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> if they can work out copilot, this stock shoots to the moon 🌛","text":"$Microsoft(MSFT)$ if they can work out copilot, this stock shoots to the moon 🌛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/581649166714168","repostId":"1174604995","repostType":2,"repost":{"id":"1174604995","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1783027361,"share":"https://ttm.financial/m/news/1174604995?lang=en_US&edition=fundamental","pubTime":"2026-07-03 05:22","market":"sh","language":"en","title":"Microsoft Aims to Streamline Copilot with Unified App Launch in August, Targeting Enhanced User Experience and Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1174604995","media":"Deep News","summary":"Microsoft is planning a significant overhaul of its Copilot AI products, aiming to unify its consumer and enterprise offerings into a single application and remove underutilized features. The...","content":"<p><b>Microsoft</b> is planning a significant overhaul of its Copilot AI products, aiming to unify its consumer and enterprise offerings into a single application and remove underutilized features. The company's goal is to solidify its position in the competitive AI landscape.<br><br>According to an internal memo, Microsoft executive vice president Jacob Anderu informed employees that the company will integrate its separate Copilot apps. The new unified application will also feature AI programming tools and new intelligent agent capabilities, which will require additional payment from users.<br><br>The memo detailed a new intelligent agent named AutoPilot, designed to run continuously and handle repetitive tasks automatically on behalf of users. <b>Microsoft</b> had previously previewed an AutoPilot agent called Scout, which can organize schedules, monitor inboxes, and summarize emails. Anderu's team is now developing other similar intelligent agent products.<br><br>In a related move, <b>Microsoft</b> announced the formation of a new $25 billion AI consulting division named the Microsoft Frontier Division. This unit will deploy 6,000 industry and engineering experts to partner with clients on the co-design, innovation, deployment, and optimization of AI systems. This initiative mirrors similar efforts by <b>Amazon</b>, <b>OpenAI</b>, and <b>Anthropic</b> to lower barriers for traditional businesses adopting advanced AI tools.<br><br>The \"Copilot\" brand encompasses various <b>Microsoft</b> AI dialogue products. The consumer version is a general-purpose chatbot similar to ChatGPT, while the enterprise version automates tasks within Office 365 and other <b>Microsoft</b> software, such as generating presentations or replying to emails. The technology underlying Copilot incorporates models from <b>OpenAI</b> and <b>Anthropic</b>, alongside <b>Microsoft</b>'s own large language models.<br><br>Anderu stated that his team has already removed numerous inefficient features, including several low-usage Copilot add-ons within enterprise products.<br><br>Another objective of this product revamp is to encourage existing Copilot subscribers to pay for new premium modules within the upcoming \"super app.\" These will include AI programming tools, the AutoPilot agent, and the Copilot Cowork service, for which <b>Microsoft</b> revealed some pricing last month. While these features compete with offerings like <b>Anthropic</b>'s Claude Cowork, <b>Microsoft</b> maintains an open approach, allowing companies like <b>Anthropic</b> to develop plugins for Office software.<br><br>Informed sources indicate that while the memo did not specify a launch date, <b>Microsoft</b> plans to release the fully redesigned Copilot in August.<br><br>The memo framed artificial intelligence as a transformative technology on par with the printing press or the telephone, reflecting Anderu's ambition to set a new direction for his 11,000-person team.<br><br>He wrote, \"If we treat AI as a deity, we build something to be worshipped. If we treat it as a tool, we build something to serve people. This choice, whether intentional or not, defines the technology's core, its interaction, and its social impact.\"<br><br>Revamping Copilot's reputation is critical for <b>Microsoft</b>. AI tools from <b>Anthropic</b> and <b>OpenAI</b> targeting white-collar workers pose a significant threat to <b>Microsoft</b>'s core Office software suite. Last fall, CEO Satya Nadella and his leadership team expressed concerns that the Copilot integrated into Office 365 was not delivering on its promise of office automation, with low employee usage even in companies that had paid for it.<br><br><b>Microsoft</b>'s stock has fallen nearly 20% year-to-date, underperforming other major tech giants. Several large institutional investors have reduced their holdings, citing Copilot's inferior user experience compared to rival AI chatbots and market fears that new AI tools could undermine <b>Microsoft</b>'s dominance in office software. <b>Microsoft</b> executives have recently acknowledged that its GitHub Copilot programming tool is losing market share to competitors.<br><br><b>Inherent Strengths</b><br><br>However, <b>Microsoft</b> possesses a formidable advantage: its vast, long-standing enterprise customer base. Financial analysts estimate <b>Microsoft</b>'s fair valuation could be as high as $3.8 trillion, about 30% above its current market cap. While adoption of the enterprise Copilot, priced from $30 per user per month, was uneven after its 2023 launch, its growth has accelerated recently. <b>Microsoft</b> reported 15 million Copilot subscribers in January, a figure that grew 33% to 20 million by April. The company credits Copilot with driving recent Office revenue growth. For comparison, ChatGPT reportedly has over 50 million paid subscribers, including individual and enterprise users.<br><br>Previously, numerous Copilot features were scattered across different <b>Microsoft</b> products, confusing users and drawing internal criticism. Anderu aims to create a unified entry point for all AI capabilities. For instance, users could leverage Copilot's AI programming to create dashboards from data within <b>Microsoft</b> software or deploy a persistent agent to automatically reschedule conflicting meetings and send new invitations.<br><br>In his memo, Anderu distanced his approach from his predecessors, including executive vice president Rajesh Jha, who announced his retirement this year, and Mustafa Suleyman, the former head of consumer AI at <b>Microsoft</b>, who now leads a team of about 850 focused on core model research.<br><br>Anderu emphasized that Copilot should focus on real office scenarios and business outcomes rather than purely pursuing technical intelligence. He wrote, \"This is our new foundation for growth and our confidence in iterating the product, enabling us to truly establish a place and gain recognition in users' work and lives.\"<br><br>\"Customers are now constantly asking about return on investment,\" Anderu noted, \"partly because the enterprise services market has changed, and all enterprise software now faces a higher bar for entry.\"<br><br>He added that as the company that pioneered the graphical user interface and the PC era, global users expect <b>Microsoft</b> not only to create usable AI products but also to deliver mature, practical implementation plans.<br><br><b>Discontinuing Podcasts and Experimental Labs</b><br><br>Anderu joined <b>Microsoft</b> in the spring of last year amid Nadella's broader reshuffle of Copilot leadership and was quickly promoted. Early this year, Nadella tasked him with leading the product upgrade to improve Copilot's market perception.<br><br>In his first year, Anderu expanded his role from overseeing a team of several hundred in Suleyman's consumer AI division to leading the combined consumer and enterprise Copilot organization of 11,000 people. He also took over the Bing, MSN, and Edge browser businesses previously under Suleyman.<br><br>Sources indicate that Nadella's key performance indicators for Anderu include overall Copilot business growth, user retention, and customer satisfaction. Employees relayed that Anderu expressed satisfaction with the business momentum for the fiscal quarter ending in June, though the latest total paid user numbers have not been officially disclosed.<br><br>While Thursday's memo did not list specific features to be cut, two people familiar with the projects said the team is phasing out the poorly received Copilot podcast feature, which generated AI podcasts from web pages or uploaded documents.<br><br>The team will also shut down the Copilot Labs section, which hosted experimental features like AI 3D rendering that failed to attract a significant user base.<br><br>Anderu had previously directed the removal of features users disliked. Data showed that various Copilot floating buttons in Windows software were often accidentally clicked and immediately closed, prompting him to order the removal of these redundant buttons.<br><br><b>A Higher Bar for the Industry</b><br><br>In an interview last month, Anderu admitted that enterprise clients now scrutinize every AI investment, and <b>Microsoft</b> must continue to expand its paid Copilot user base. A core strategy is simplifying the unified Copilot's interface so that non-technical employees can use AI programming features and are willing to pay for them, rather than solely purchasing GitHub Copilot separately.<br><br>\"Customers are now constantly asking about return on investment,\" Anderu reiterated, \"partly because the enterprise services market has changed, and all enterprise software now faces a higher bar for entry.\"<br><br>Early in his tenure, Anderu had an in-depth discussion with Nadella about building a Copilot product that <b>Microsoft</b> would still be proud of in ten years. Anderu argued that while <b>Microsoft</b>'s revenue primarily comes from enterprise clients, the consumer market is equally vital. Positive word-of-mouth from individual users directly influences decisions to adopt the product within their companies, a point Nadella agreed with.<br><br>\"For businesses serving consumers, if the product experience is poor and users leave, the foundation of the business can collapse instantly,\" Anderu said. \"Nadella's words deeply resonated with me: for <b>Microsoft</b> to grow steadily over the next decade, we must create products with a top-tier consumer experience.\"<br><br>Currently, Copilot's user base on the consumer side still lags far behind competitors. According to mobile app analytics firm Sensor Tower, Copilot has 38.5 million monthly active users, compared to approximately 1 billion for ChatGPT.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Aims to Streamline Copilot with Unified App Launch in August, Targeting Enhanced User Experience and Competition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Aims to Streamline Copilot with Unified App Launch in August, Targeting Enhanced User Experience and Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-03 05:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Microsoft</b> is planning a significant overhaul of its Copilot AI products, aiming to unify its consumer and enterprise offerings into a single application and remove underutilized features. The company's goal is to solidify its position in the competitive AI landscape.<br><br>According to an internal memo, Microsoft executive vice president Jacob Anderu informed employees that the company will integrate its separate Copilot apps. The new unified application will also feature AI programming tools and new intelligent agent capabilities, which will require additional payment from users.<br><br>The memo detailed a new intelligent agent named AutoPilot, designed to run continuously and handle repetitive tasks automatically on behalf of users. <b>Microsoft</b> had previously previewed an AutoPilot agent called Scout, which can organize schedules, monitor inboxes, and summarize emails. Anderu's team is now developing other similar intelligent agent products.<br><br>In a related move, <b>Microsoft</b> announced the formation of a new $25 billion AI consulting division named the Microsoft Frontier Division. This unit will deploy 6,000 industry and engineering experts to partner with clients on the co-design, innovation, deployment, and optimization of AI systems. This initiative mirrors similar efforts by <b>Amazon</b>, <b>OpenAI</b>, and <b>Anthropic</b> to lower barriers for traditional businesses adopting advanced AI tools.<br><br>The \"Copilot\" brand encompasses various <b>Microsoft</b> AI dialogue products. The consumer version is a general-purpose chatbot similar to ChatGPT, while the enterprise version automates tasks within Office 365 and other <b>Microsoft</b> software, such as generating presentations or replying to emails. The technology underlying Copilot incorporates models from <b>OpenAI</b> and <b>Anthropic</b>, alongside <b>Microsoft</b>'s own large language models.<br><br>Anderu stated that his team has already removed numerous inefficient features, including several low-usage Copilot add-ons within enterprise products.<br><br>Another objective of this product revamp is to encourage existing Copilot subscribers to pay for new premium modules within the upcoming \"super app.\" These will include AI programming tools, the AutoPilot agent, and the Copilot Cowork service, for which <b>Microsoft</b> revealed some pricing last month. While these features compete with offerings like <b>Anthropic</b>'s Claude Cowork, <b>Microsoft</b> maintains an open approach, allowing companies like <b>Anthropic</b> to develop plugins for Office software.<br><br>Informed sources indicate that while the memo did not specify a launch date, <b>Microsoft</b> plans to release the fully redesigned Copilot in August.<br><br>The memo framed artificial intelligence as a transformative technology on par with the printing press or the telephone, reflecting Anderu's ambition to set a new direction for his 11,000-person team.<br><br>He wrote, \"If we treat AI as a deity, we build something to be worshipped. If we treat it as a tool, we build something to serve people. This choice, whether intentional or not, defines the technology's core, its interaction, and its social impact.\"<br><br>Revamping Copilot's reputation is critical for <b>Microsoft</b>. AI tools from <b>Anthropic</b> and <b>OpenAI</b> targeting white-collar workers pose a significant threat to <b>Microsoft</b>'s core Office software suite. Last fall, CEO Satya Nadella and his leadership team expressed concerns that the Copilot integrated into Office 365 was not delivering on its promise of office automation, with low employee usage even in companies that had paid for it.<br><br><b>Microsoft</b>'s stock has fallen nearly 20% year-to-date, underperforming other major tech giants. Several large institutional investors have reduced their holdings, citing Copilot's inferior user experience compared to rival AI chatbots and market fears that new AI tools could undermine <b>Microsoft</b>'s dominance in office software. <b>Microsoft</b> executives have recently acknowledged that its GitHub Copilot programming tool is losing market share to competitors.<br><br><b>Inherent Strengths</b><br><br>However, <b>Microsoft</b> possesses a formidable advantage: its vast, long-standing enterprise customer base. Financial analysts estimate <b>Microsoft</b>'s fair valuation could be as high as $3.8 trillion, about 30% above its current market cap. While adoption of the enterprise Copilot, priced from $30 per user per month, was uneven after its 2023 launch, its growth has accelerated recently. <b>Microsoft</b> reported 15 million Copilot subscribers in January, a figure that grew 33% to 20 million by April. The company credits Copilot with driving recent Office revenue growth. For comparison, ChatGPT reportedly has over 50 million paid subscribers, including individual and enterprise users.<br><br>Previously, numerous Copilot features were scattered across different <b>Microsoft</b> products, confusing users and drawing internal criticism. Anderu aims to create a unified entry point for all AI capabilities. For instance, users could leverage Copilot's AI programming to create dashboards from data within <b>Microsoft</b> software or deploy a persistent agent to automatically reschedule conflicting meetings and send new invitations.<br><br>In his memo, Anderu distanced his approach from his predecessors, including executive vice president Rajesh Jha, who announced his retirement this year, and Mustafa Suleyman, the former head of consumer AI at <b>Microsoft</b>, who now leads a team of about 850 focused on core model research.<br><br>Anderu emphasized that Copilot should focus on real office scenarios and business outcomes rather than purely pursuing technical intelligence. He wrote, \"This is our new foundation for growth and our confidence in iterating the product, enabling us to truly establish a place and gain recognition in users' work and lives.\"<br><br>\"Customers are now constantly asking about return on investment,\" Anderu noted, \"partly because the enterprise services market has changed, and all enterprise software now faces a higher bar for entry.\"<br><br>He added that as the company that pioneered the graphical user interface and the PC era, global users expect <b>Microsoft</b> not only to create usable AI products but also to deliver mature, practical implementation plans.<br><br><b>Discontinuing Podcasts and Experimental Labs</b><br><br>Anderu joined <b>Microsoft</b> in the spring of last year amid Nadella's broader reshuffle of Copilot leadership and was quickly promoted. Early this year, Nadella tasked him with leading the product upgrade to improve Copilot's market perception.<br><br>In his first year, Anderu expanded his role from overseeing a team of several hundred in Suleyman's consumer AI division to leading the combined consumer and enterprise Copilot organization of 11,000 people. He also took over the Bing, MSN, and Edge browser businesses previously under Suleyman.<br><br>Sources indicate that Nadella's key performance indicators for Anderu include overall Copilot business growth, user retention, and customer satisfaction. Employees relayed that Anderu expressed satisfaction with the business momentum for the fiscal quarter ending in June, though the latest total paid user numbers have not been officially disclosed.<br><br>While Thursday's memo did not list specific features to be cut, two people familiar with the projects said the team is phasing out the poorly received Copilot podcast feature, which generated AI podcasts from web pages or uploaded documents.<br><br>The team will also shut down the Copilot Labs section, which hosted experimental features like AI 3D rendering that failed to attract a significant user base.<br><br>Anderu had previously directed the removal of features users disliked. Data showed that various Copilot floating buttons in Windows software were often accidentally clicked and immediately closed, prompting him to order the removal of these redundant buttons.<br><br><b>A Higher Bar for the Industry</b><br><br>In an interview last month, Anderu admitted that enterprise clients now scrutinize every AI investment, and <b>Microsoft</b> must continue to expand its paid Copilot user base. A core strategy is simplifying the unified Copilot's interface so that non-technical employees can use AI programming features and are willing to pay for them, rather than solely purchasing GitHub Copilot separately.<br><br>\"Customers are now constantly asking about return on investment,\" Anderu reiterated, \"partly because the enterprise services market has changed, and all enterprise software now faces a higher bar for entry.\"<br><br>Early in his tenure, Anderu had an in-depth discussion with Nadella about building a Copilot product that <b>Microsoft</b> would still be proud of in ten years. Anderu argued that while <b>Microsoft</b>'s revenue primarily comes from enterprise clients, the consumer market is equally vital. Positive word-of-mouth from individual users directly influences decisions to adopt the product within their companies, a point Nadella agreed with.<br><br>\"For businesses serving consumers, if the product experience is poor and users leave, the foundation of the business can collapse instantly,\" Anderu said. \"Nadella's words deeply resonated with me: for <b>Microsoft</b> to grow steadily over the next decade, we must create products with a top-tier consumer experience.\"<br><br>Currently, Copilot's user base on the consumer side still lags far behind competitors. According to mobile app analytics firm Sensor Tower, Copilot has 38.5 million monthly active users, compared to approximately 1 billion for ChatGPT.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","SG9999001424.SGD":"United E-Commerce Fund SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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The company's goal is to solidify its position in the competitive AI landscape.According to an internal memo, Microsoft executive vice president Jacob Anderu informed employees that the company will integrate its separate Copilot apps. The new unified application will also feature AI programming tools and new intelligent agent capabilities, which will require additional payment from users.The memo detailed a new intelligent agent named AutoPilot, designed to run continuously and handle repetitive tasks automatically on behalf of users. Microsoft had previously previewed an AutoPilot agent called Scout, which can organize schedules, monitor inboxes, and summarize emails. Anderu's team is now developing other similar intelligent agent products.In a related move, Microsoft announced the formation of a new $25 billion AI consulting division named the Microsoft Frontier Division. This unit will deploy 6,000 industry and engineering experts to partner with clients on the co-design, innovation, deployment, and optimization of AI systems. This initiative mirrors similar efforts by Amazon, OpenAI, and Anthropic to lower barriers for traditional businesses adopting advanced AI tools.The \"Copilot\" brand encompasses various Microsoft AI dialogue products. The consumer version is a general-purpose chatbot similar to ChatGPT, while the enterprise version automates tasks within Office 365 and other Microsoft software, such as generating presentations or replying to emails. The technology underlying Copilot incorporates models from OpenAI and Anthropic, alongside Microsoft's own large language models.Anderu stated that his team has already removed numerous inefficient features, including several low-usage Copilot add-ons within enterprise products.Another objective of this product revamp is to encourage existing Copilot subscribers to pay for new premium modules within the upcoming \"super app.\" These will include AI programming tools, the AutoPilot agent, and the Copilot Cowork service, for which Microsoft revealed some pricing last month. While these features compete with offerings like Anthropic's Claude Cowork, Microsoft maintains an open approach, allowing companies like Anthropic to develop plugins for Office software.Informed sources indicate that while the memo did not specify a launch date, Microsoft plans to release the fully redesigned Copilot in August.The memo framed artificial intelligence as a transformative technology on par with the printing press or the telephone, reflecting Anderu's ambition to set a new direction for his 11,000-person team.He wrote, \"If we treat AI as a deity, we build something to be worshipped. If we treat it as a tool, we build something to serve people. This choice, whether intentional or not, defines the technology's core, its interaction, and its social impact.\"Revamping Copilot's reputation is critical for Microsoft. AI tools from Anthropic and OpenAI targeting white-collar workers pose a significant threat to Microsoft's core Office software suite. Last fall, CEO Satya Nadella and his leadership team expressed concerns that the Copilot integrated into Office 365 was not delivering on its promise of office automation, with low employee usage even in companies that had paid for it.Microsoft's stock has fallen nearly 20% year-to-date, underperforming other major tech giants. Several large institutional investors have reduced their holdings, citing Copilot's inferior user experience compared to rival AI chatbots and market fears that new AI tools could undermine Microsoft's dominance in office software. Microsoft executives have recently acknowledged that its GitHub Copilot programming tool is losing market share to competitors.Inherent StrengthsHowever, Microsoft possesses a formidable advantage: its vast, long-standing enterprise customer base. Financial analysts estimate Microsoft's fair valuation could be as high as $3.8 trillion, about 30% above its current market cap. While adoption of the enterprise Copilot, priced from $30 per user per month, was uneven after its 2023 launch, its growth has accelerated recently. Microsoft reported 15 million Copilot subscribers in January, a figure that grew 33% to 20 million by April. The company credits Copilot with driving recent Office revenue growth. For comparison, ChatGPT reportedly has over 50 million paid subscribers, including individual and enterprise users.Previously, numerous Copilot features were scattered across different Microsoft products, confusing users and drawing internal criticism. Anderu aims to create a unified entry point for all AI capabilities. For instance, users could leverage Copilot's AI programming to create dashboards from data within Microsoft software or deploy a persistent agent to automatically reschedule conflicting meetings and send new invitations.In his memo, Anderu distanced his approach from his predecessors, including executive vice president Rajesh Jha, who announced his retirement this year, and Mustafa Suleyman, the former head of consumer AI at Microsoft, who now leads a team of about 850 focused on core model research.Anderu emphasized that Copilot should focus on real office scenarios and business outcomes rather than purely pursuing technical intelligence. He wrote, \"This is our new foundation for growth and our confidence in iterating the product, enabling us to truly establish a place and gain recognition in users' work and lives.\"\"Customers are now constantly asking about return on investment,\" Anderu noted, \"partly because the enterprise services market has changed, and all enterprise software now faces a higher bar for entry.\"He added that as the company that pioneered the graphical user interface and the PC era, global users expect Microsoft not only to create usable AI products but also to deliver mature, practical implementation plans.Discontinuing Podcasts and Experimental LabsAnderu joined Microsoft in the spring of last year amid Nadella's broader reshuffle of Copilot leadership and was quickly promoted. Early this year, Nadella tasked him with leading the product upgrade to improve Copilot's market perception.In his first year, Anderu expanded his role from overseeing a team of several hundred in Suleyman's consumer AI division to leading the combined consumer and enterprise Copilot organization of 11,000 people. He also took over the Bing, MSN, and Edge browser businesses previously under Suleyman.Sources indicate that Nadella's key performance indicators for Anderu include overall Copilot business growth, user retention, and customer satisfaction. Employees relayed that Anderu expressed satisfaction with the business momentum for the fiscal quarter ending in June, though the latest total paid user numbers have not been officially disclosed.While Thursday's memo did not list specific features to be cut, two people familiar with the projects said the team is phasing out the poorly received Copilot podcast feature, which generated AI podcasts from web pages or uploaded documents.The team will also shut down the Copilot Labs section, which hosted experimental features like AI 3D rendering that failed to attract a significant user base.Anderu had previously directed the removal of features users disliked. Data showed that various Copilot floating buttons in Windows software were often accidentally clicked and immediately closed, prompting him to order the removal of these redundant buttons.A Higher Bar for the IndustryIn an interview last month, Anderu admitted that enterprise clients now scrutinize every AI investment, and Microsoft must continue to expand its paid Copilot user base. A core strategy is simplifying the unified Copilot's interface so that non-technical employees can use AI programming features and are willing to pay for them, rather than solely purchasing GitHub Copilot separately.\"Customers are now constantly asking about return on investment,\" Anderu reiterated, \"partly because the enterprise services market has changed, and all enterprise software now faces a higher bar for entry.\"Early in his tenure, Anderu had an in-depth discussion with Nadella about building a Copilot product that Microsoft would still be proud of in ten years. Anderu argued that while Microsoft's revenue primarily comes from enterprise clients, the consumer market is equally vital. Positive word-of-mouth from individual users directly influences decisions to adopt the product within their companies, a point Nadella agreed with.\"For businesses serving consumers, if the product experience is poor and users leave, the foundation of the business can collapse instantly,\" Anderu said. \"Nadella's words deeply resonated with me: for Microsoft to grow steadily over the next decade, we must create products with a top-tier consumer experience.\"Currently, Copilot's user base on the consumer side still lags far behind competitors. According to mobile app analytics firm Sensor Tower, Copilot has 38.5 million monthly active users, compared to approximately 1 billion for ChatGPT.","news_type":1,"symbols_score_info":{"MSFW":1,"MSFL":1,"MSFT":1,"MSFU":1,"MSFX":1,"MSFO":1,"MSFD":1,"MSFY":1}},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581510778000064,"gmtCreate":1783000595470,"gmtModify":1783000598785,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> another catalyst for MSFT to rebound!","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> another catalyst for MSFT to rebound!","text":"$Microsoft(MSFT)$ another catalyst for MSFT to rebound!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/581510778000064","repostId":"2648688064","repostType":2,"repost":{"id":"2648688064","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1782999499,"share":"https://ttm.financial/m/news/2648688064?lang=en_US&edition=fundamental","pubTime":"2026-07-02 21:38","market":"nz","language":"en","title":"Microsoft Launching AI Engineering Business","url":"https://stock-news.laohu8.com/highlight/detail?id=2648688064","media":"MT Newswires Live","summary":"Microsoft  said Thursday it is launching Microsoft Frontier Co., a new operating business to provide frontier transformation services using artificial intelligence.The company said it is investing $2.5 billion in Microsoft Frontier Co. and embedding 6,000 employees at clients to co-design and deploy AI systems.Price: 384.88, Change: +0.60, Percent Change: +0.16","content":"<html><body><p> Microsoft (MSFT) said Thursday it is launching Microsoft Frontier Co., a new operating business to provide frontier transformation services using artificial intelligence.</p><p>The company said it is investing $2.5 billion in Microsoft Frontier Co. and embedding 6,000 employees at clients to co-design and deploy AI systems.</p><p>Price: 384.88, Change: +0.60, Percent Change: +0.16</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Launching AI Engineering Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Launching AI Engineering Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-02 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Microsoft (MSFT) said Thursday it is launching Microsoft Frontier Co., a new operating business to provide frontier transformation services using artificial intelligence.</p><p>The company said it is investing $2.5 billion in Microsoft Frontier Co. and embedding 6,000 employees at clients to co-design and deploy AI systems.</p><p>Price: 384.88, Change: +0.60, Percent Change: +0.16</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) 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+0.16","news_type":1,"symbols_score_info":{"MSFD":0.6,"MSFY":0.6,"MSFL":0.6,"MSFO":0.6,"MSFU":0.6,"MSFT":1.98,"MSFW":0.6,"MSFX":0.6}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581505712124896,"gmtCreate":1782999274175,"gmtModify":1782999277384,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Very bullish on Gold - best mid to long term returns for sure. Best way to get in is through&nbsp;<a href=\"https://ttm.financial/S/GLDM\">$Spdr Gold Minishares Trust(GLDM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"Very bullish on Gold - best mid to long term returns for sure. Best way to get in is through&nbsp;<a href=\"https://ttm.financial/S/GLDM\">$Spdr Gold Minishares Trust(GLDM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"Very bullish on Gold - best mid to long term returns for sure. Best way to get in is through $Spdr Gold Minishares Trust(GLDM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/581505712124896","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581505239912856,"gmtCreate":1782999153721,"gmtModify":1782999156483,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Taiwan Semiconductor Manufacturing(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581505239912856","repostId":"2648502068","repostType":2,"repost":{"id":"2648502068","kind":"highlight","pubTimestamp":1782993600,"share":"https://ttm.financial/m/news/2648502068?lang=en_US&edition=fundamental","pubTime":"2026-07-02 20:00","market":"nz","language":"en","title":"TSMC Stock Price Forecast — Top Analysts Raise Targets Ahead of Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2648502068","media":"TIPRANKS","summary":"Taiwan Semiconductor Manufacturing Co. (TSMC) ($TSM) will report its second-quarter 2026 results on July 16. Year-to-date, TSMC stock has gained ov...","content":"<div>\n<p>Taiwan Semiconductor Manufacturing Co. (TSMC) ($TSM) will report its second-quarter 2026 results on July 16. Year-to-date, TSMC stock has gained ov...</p>\n\n<a href=\"https://www.tipranks.com/news/tsmc-stock-price-forecast-top-analysts-raise-targets-ahead-of-q2-earnings?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_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>TSMC Stock Price Forecast — Top Analysts Raise Targets Ahead of Q2 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Stock Price Forecast — Top Analysts Raise Targets Ahead of Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/tsmc-stock-price-forecast-top-analysts-raise-targets-ahead-of-q2-earnings?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing Co. (TSMC) ($TSM) will report its second-quarter 2026 results on July 16. Year-to-date, TSMC stock has gained ov...</p>\n\n<a href=\"https://www.tipranks.com/news/tsmc-stock-price-forecast-top-analysts-raise-targets-ahead-of-q2-earnings?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4602":"量子计算概念","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","BK4505":"高瓴资本持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4605":"半导体精选","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - 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Global Dynamic Dividend A Acc USD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC"},"source_url":"https://www.tipranks.com/news/tsmc-stock-price-forecast-top-analysts-raise-targets-ahead-of-q2-earnings?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648502068","content_text":"Taiwan Semiconductor Manufacturing Co. (TSMC) ($TSM) will report its second-quarter 2026 results on July 16. Year-to-date, TSMC stock has gained ov...","news_type":1,"symbols_score_info":{"TSMX":0.6,"TSMU":0.6,"TSMY":0.6,"STSM":0.6,"TSM":1.97,"03145":0.6,"TSMZ":0.6,"TSMG":0.6}},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581487426912256,"gmtCreate":1782994883147,"gmtModify":1782994886296,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ES3.SI\">$SS SPDR STI ETF(ES3.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I have confidence that SG stocks will continue their bullish run!","listText":"<a href=\"https://ttm.financial/S/ES3.SI\">$SS SPDR STI ETF(ES3.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I have confidence that SG stocks will continue their bullish run!","text":"$SS SPDR STI ETF(ES3.SI)$ I have confidence that SG stocks will continue their bullish run!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581487426912256","repostId":"2648057335","repostType":4,"repost":{"id":"2648057335","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires","id":"1060499803","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1782985267,"share":"https://ttm.financial/m/news/2648057335?lang=en_US&edition=fundamental","pubTime":"2026-07-02 17:41","market":"sg","language":"en","title":"Singapore Shares Surge Over 1% as US-Iran Show Resolve to Continue Peace Talks","url":"https://stock-news.laohu8.com/highlight/detail?id=2648057335","media":"MT Newswires","summary":"Singapore shares surged more than 1% at the close on Thursday with investors responding positively to the chances of the US and Iran continuing their peace dialogue.The Straits Times Index , a key benchmark for the Singapore Exchange, ranged between 5,164.95 and 5,217.15 throughout the day. It ended the session at 5,217.15, up 55.65 points or 1.1% compared to Wednesday's close.In an official post on X, Pakistan's Ministry of Foreign Affairs revealed the two parties agreed to continue discussions following the funeral procession of the former Iranian Supreme Leader.On the corporate front, shares of Stoneweg Europe Stapled Trust  were up nearly 3% at the close as its total portfolio valuation during the first half of the year rose 1.1% to 2.15 billion euros.CapitaLand Integrated Commercial Trust  closed over 1% higher as it completed the acquisition of Paragon.Meanwhile, shares of GuocoLand  closed under 1% higher as it secured a SG$634.7 million green club facility from Oversea-Chinese ","content":"<html><head></head><body><p> Singapore shares surged more than 1% at the close on Thursday with investors responding positively to the chances of the US and Iran continuing their peace dialogue.</p><p>The Straits Times Index (STI), a key benchmark for the <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>, ranged between 5,164.95 and 5,217.15 throughout the day. It ended the session at 5,217.15, up 55.65 points or 1.1% compared to Wednesday&#39;s close.</p><p>In an official post on X, Pakistan&#39;s Ministry of Foreign Affairs revealed the two parties agreed to continue discussions following the funeral procession of the former Iranian Supreme Leader.</p><p>On the corporate front, shares of Stoneweg Europe Stapled Trust (SGX:SET) were up nearly 3% at the close as its total portfolio valuation during the first half of the year rose 1.1% to 2.15 billion euros.</p><p><a href=\"https://laohu8.com/S/C38U.SI\">CapitaLand Integrated Commercial Trust</a> (SGX:C38U) closed over 1% higher as it completed the acquisition of Paragon.</p><p>Meanwhile, shares of GuocoLand (SGX:F17) closed under 1% higher as it secured a SG$634.7 million green club facility from Oversea-Chinese Banking Corporation (SGX:O39) and <a href=\"https://laohu8.com/S/IDCBF\">Industrial and Commercial</a> Bank of China&#39;s ( HKG:1398, SHA:601398) Singapore branch.</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>Singapore Shares Surge Over 1% as US-Iran Show Resolve to Continue Peace Talks</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\">\nSingapore Shares Surge Over 1% as US-Iran Show Resolve to Continue Peace Talks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2026-07-02 17:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> Singapore shares surged more than 1% at the close on Thursday with investors responding positively to the chances of the US and Iran continuing their peace dialogue.</p><p>The Straits Times Index (STI), a key benchmark for the <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>, ranged between 5,164.95 and 5,217.15 throughout the day. It ended the session at 5,217.15, up 55.65 points or 1.1% compared to Wednesday&#39;s close.</p><p>In an official post on X, Pakistan&#39;s Ministry of Foreign Affairs revealed the two parties agreed to continue discussions following the funeral procession of the former Iranian Supreme Leader.</p><p>On the corporate front, shares of Stoneweg Europe Stapled Trust (SGX:SET) were up nearly 3% at the close as its total portfolio valuation during the first half of the year rose 1.1% to 2.15 billion euros.</p><p><a href=\"https://laohu8.com/S/C38U.SI\">CapitaLand Integrated Commercial Trust</a> (SGX:C38U) closed over 1% higher as it completed the acquisition of Paragon.</p><p>Meanwhile, shares of GuocoLand (SGX:F17) closed under 1% higher as it secured a SG$634.7 million green club facility from Oversea-Chinese Banking Corporation (SGX:O39) and <a href=\"https://laohu8.com/S/IDCBF\">Industrial and Commercial</a> Bank of China&#39;s ( HKG:1398, SHA:601398) Singapore branch.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6072":"多样化房地产投资信托v","STI.SI":"富时新加坡海峡指数","GAB.SI":"Amova STI ETF S$A","C38U.SI":"凯德商用新加坡信托","G3B.SI":"Nikko AM STI ETF","F17.SI":"国浩房地产有限公司.","BK6512":"房地产股","BK6137":"零售房地产信托","ES3.SI":"STI ETF","BK6011":"零售业房地产投资信托","SET.SI":"Stoneweg EUTrust EUR","BK6117":"房地产开发"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648057335","content_text":"Singapore shares surged more than 1% at the close on Thursday with investors responding positively to the chances of the US and Iran continuing their peace dialogue.The Straits Times Index (STI), a key benchmark for the Singapore Exchange, ranged between 5,164.95 and 5,217.15 throughout the day. It ended the session at 5,217.15, up 55.65 points or 1.1% compared to Wednesday's close.In an official post on X, Pakistan's Ministry of Foreign Affairs revealed the two parties agreed to continue discussions following the funeral procession of the former Iranian Supreme Leader.On the corporate front, shares of Stoneweg Europe Stapled Trust (SGX:SET) were up nearly 3% at the close as its total portfolio valuation during the first half of the year rose 1.1% to 2.15 billion euros.CapitaLand Integrated Commercial Trust (SGX:C38U) closed over 1% higher as it completed the acquisition of Paragon.Meanwhile, shares of GuocoLand (SGX:F17) closed under 1% higher as it secured a SG$634.7 million green club facility from Oversea-Chinese Banking Corporation (SGX:O39) and Industrial and Commercial Bank of China's ( HKG:1398, SHA:601398) Singapore branch.","news_type":1,"symbols_score_info":{"F17.SI":0.9,"STI.SI":0.9,"ES3.SI":0.6,"GAB.SI":0.6,"C38U.SI":0.9,"SET.SI":0.9,"G3B.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":553458828534000,"gmtCreate":1776088771629,"gmtModify":1776088774824,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","text":"$Microsoft(MSFT)$ Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":76,"commentSize":7,"repostSize":409,"link":"https://ttm.financial/post/553458828534000","isVote":1,"tweetType":1,"viewCount":12093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531292069955080,"gmtCreate":1770731696492,"gmtModify":1770731700192,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I agree with several contributors that&nbsp;this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I agree with several contributors that&nbsp;this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","text":"$DBS(D05.SI)$ I agree with several contributors that this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":51,"commentSize":5,"repostSize":350,"link":"https://ttm.financial/post/531292069955080","isVote":1,"tweetType":1,"viewCount":11344,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"content":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying","text":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying","html":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying"},{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"content":"My post still remains valid a month later!","text":"My post still remains valid a month later!","html":"My post still remains valid a month later!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582862583628872,"gmtCreate":1783330543190,"gmtModify":1783330546430,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","text":"$Singtel(Z74.SI)$ one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/582862583628872","isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581199679996272,"gmtCreate":1782924656186,"gmtModify":1782924659290,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","listText":"<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","text":"$Roundhill Memory ETF(DRAM)$ With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":18,"link":"https://ttm.financial/post/581199679996272","isVote":1,"tweetType":1,"viewCount":1936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584345774256536,"gmtCreate":1783692643552,"gmtModify":1783692646569,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> easily 260 before year end","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> easily 260 before year end","text":"$NVIDIA(NVDA)$ easily 260 before year end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/584345774256536","repostId":"1193555412","repostType":4,"repost":{"id":"1193555412","kind":"news","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":1783692302,"share":"https://ttm.financial/m/news/1193555412?lang=en_US&edition=fundamental","pubTime":"2026-07-10 22:05","market":"us","language":"en","title":"Nvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone","url":"https://stock-news.laohu8.com/highlight/detail?id=1193555412","media":"Tiger Newspress","summary":"Nvidia shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.","content":"<html><head></head><body><p style=\"text-align: left;\"><span><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7197a6f647575ddfb49461e5ac00152\" data-align=\"center\" tg-width=\"540\" tg-height=\"669\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Climbs Over 2.4% As Market Cap Reclaims $5 Trillion Milestone\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\">2026-07-10 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7197a6f647575ddfb49461e5ac00152\" data-align=\"center\" tg-width=\"540\" tg-height=\"669\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193555412","content_text":"NVIDIA shares rose more than 2.4%, pushing its market capitalization back above the $5 trillion mark.","news_type":1,"symbols_score_info":{"NVDO":0.6,"07388":0.6,"DIPS":0.6,"NVYY":0.6,"NVDW":0.6,"ANV":0.6,"NVDB":0.6,"NVDL":0.6,"NVDD":0.6,"NVDQ":0.6,"NVDU":0.6,"07788":0.6,"NVD":0.6,"NVII":0.6,"NVDX":0.6,"NVDA":1,"NVDY":0.6,"NVDS":0.6,"NVDG":0.6}},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531164424606712,"gmtCreate":1770700378218,"gmtModify":1770700382140,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Now&nbsp;is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Now&nbsp;is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","text":"$DBS(D05.SI)$ Now is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":2,"repostSize":39,"link":"https://ttm.financial/post/531164424606712","isVote":1,"tweetType":1,"viewCount":4607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578400947478528,"gmtCreate":1782235966885,"gmtModify":1782235970376,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","text":"$NVIDIA(NVDA)$ Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/578400947478528","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511798423867704,"gmtCreate":1765978340041,"gmtModify":1765980573726,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","text":"$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":34,"link":"https://ttm.financial/post/511798423867704","isVote":1,"tweetType":1,"viewCount":2301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584374618957080,"gmtCreate":1783699693010,"gmtModify":1783699696240,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHYV\">$SKHYV(SKHYV)$</a> <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> trading at a huge discount! Buy buy buy while you can","listText":"<a href=\"https://ttm.financial/S/SKHYV\">$SKHYV(SKHYV)$</a> <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> trading at a huge discount! Buy buy buy while you can","text":"$SKHYV(SKHYV)$ $SK hynix(SKHY)$ trading at a huge discount! Buy buy buy while you can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/584374618957080","repostId":"1179535676","repostType":2,"repost":{"id":"1179535676","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1783674410,"share":"https://ttm.financial/m/news/1179535676?lang=en_US&edition=fundamental","pubTime":"2026-07-10 17:06","market":"hk","language":"en","title":"SK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'","url":"https://stock-news.laohu8.com/highlight/detail?id=1179535676","media":"Stock News","summary":"The South Korean chip giant SK hynix is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.This term...","content":"<p>The South Korean chip giant <b>SK hynix</b> is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.<br><br>This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), <b>SK hynix</b> is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.<br><br>According to LSEG data, despite <b>SK hynix</b>'s leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, <b>Micron Technology Inc (MU.US)</b>. Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"<br><br>Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between <b>SK hynix</b> and <b>Micron</b> stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in <b>SK hynix</b>, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"<br><br>LSEG data shows <b>Micron</b>'s shares have soared nearly 250% this year, while <b>SK hynix</b> has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.<br><br>\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"<br><br>Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.<br><br>\n<b>Key Benefits Beyond the $26.5 Billion Capital Raise</b><br><br>\n<b>SK hynix</b> priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.<br><br>Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, <b>SK hynix</b> set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.<br><br>Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"<br><br>eToro's Wong believes the listing will strengthen <b>SK hynix</b>'s financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.<br><br>\n<b>HBM Leadership and the Enduring Capacity Challenge</b><br><br>\nAs <b>SK hynix</b> launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested <b>SK hynix</b> faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.<br><br>This supply gap has created opportunities for competitors like <b>Samsung Electronics</b> and <b>Micron</b>, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.<br><br>Futurum Group's Bulk predicts <b>SK hynix</b> will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As <b>Samsung</b> gains share and <b>Micron</b> solidifies its position as the third-largest player, <b>SK hynix</b>'s share could gradually decline to just over 40%.<br><br>The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'</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\">\nSK hynix's $26.5 Billion Nasdaq Debut: A Test for Overcoming the 'Korea Discount'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-07-10 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The South Korean chip giant <b>SK hynix</b> is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.<br><br>This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), <b>SK hynix</b> is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.<br><br>According to LSEG data, despite <b>SK hynix</b>'s leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, <b>Micron Technology Inc (MU.US)</b>. Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"<br><br>Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between <b>SK hynix</b> and <b>Micron</b> stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in <b>SK hynix</b>, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"<br><br>LSEG data shows <b>Micron</b>'s shares have soared nearly 250% this year, while <b>SK hynix</b> has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.<br><br>\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"<br><br>Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.<br><br>\n<b>Key Benefits Beyond the $26.5 Billion Capital Raise</b><br><br>\n<b>SK hynix</b> priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.<br><br>Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, <b>SK hynix</b> set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.<br><br>Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"<br><br>eToro's Wong believes the listing will strengthen <b>SK hynix</b>'s financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.<br><br>\n<b>HBM Leadership and the Enduring Capacity Challenge</b><br><br>\nAs <b>SK hynix</b> launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested <b>SK hynix</b> faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.<br><br>This supply gap has created opportunities for competitors like <b>Samsung Electronics</b> and <b>Micron</b>, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.<br><br>Futurum Group's Bulk predicts <b>SK hynix</b> will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As <b>Samsung</b> gains share and <b>Micron</b> solidifies its position as the third-largest player, <b>SK hynix</b>'s share could gradually decline to just over 40%.<br><br>The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159632":"纳斯达克","FIVY":"YIELDMAX DORSEY WRIGHT HYBRID 5 INCOME ETF","NVIW.SI":"NVDA 3xLongSG261006","TQQY":"GraniteShares YieldBOOST QQQ ETF","QMAR":"FT Vest Nasdaq-100 Buffer ETF - March","03086":"华夏纳指","QQQJ":"Invesco NASDAQ Next Gen 100 ETF","EDZ":"新兴市场ETF-Direxion三倍做空","ARTL":"Artelo Biosciences, Inc.","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","QQQM":"NASDAQ100指数ETF-Invesco","PSQ":"做空纳斯达克100指数ETF-ProShares","QDEC":"FT Vest Nasdaq-100 Buffer ETF - December","DRAL":"2倍做多DRAM ETF-Defiance","TQQQ":"纳指三倍做多ETF","SKHYV":"SK海力士-WI","QID":"两倍做空纳斯达克指数ETF-ProShares","NOCT":"Innovator Growth-100 Power Buffer ETF - October","03034":"南方纳指一百","07261":"华夏两倍做多纳斯达克100","BK4007":"制药","JEPQ":"JPMorgan Nasdaq Equity Premium Income ETF","02834":"安硕纳指一百","QQQ":"纳指100ETF","ONEQ":"Fidelity NASDAQ Composite Index ETF","03455":"景顺QQQ","NAPR":"Innovator Growth-100 Power Buffer ETF - April","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","NJUL":"Innovator Growth-100 Power Buffer ETF - July","07266":"南方两倍做多纳指","FTEC":"Fidelity MSCI Information Techno","RAM":"2倍做多DRAM ETF-T-REX","SKHY":"SK海力士","IWLG":"NYLI Winslow Large Cap Growth ETF","TECS":"Direxion Daily Technology Bear 3X Shares","EEMO":"Invesco S&P Emerging Markets Momentum ETF","QQQE":"Direxion NASDAQ-100 Equal Weighted Index Shares","QDTE":"Roundhill N-100 0DTE Covered Call Strategy ETF","BK1147":"投资银行业与经纪业","07522":"FI二华夏纳一百","QQQX":"Nuveen NASDAQ 100 Dynamic Overwrite","NDX":"纳斯达克100指数","09086":"华夏纳指-U","NJAN":"Innovator Growth-100 Power Buffer ETF - January","QQQY":"Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF",".IXIC":"NASDAQ Composite","QYLG":"Nasdaq 100 Covered Call & Growth ETF","LCLG":"Logan Capital Broad Innovative Growth ETF","07568":"FI二南方纳指","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","IYW":"美国科技ETF-iShares","GROZ":"ZACKS FOCUS GROWTH ETF","09834":"安硕纳指一百—U"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179535676","content_text":"The South Korean chip giant SK hynix is set to begin trading on the Nasdaq on Friday, in a listing that will test whether the stock can overcome the persistent \"Korea Discount\" phenomenon.This term refers to the general undervaluation of South Korean companies compared to their global peers, often attributed to perceived corporate governance shortcomings and a lack of transparency within the country's chaebol (conglomerate) structures. By issuing American Depositary Receipts (ADRs), SK hynix is gaining direct access to the world's largest capital market, a move industry experts believe could help narrow this valuation gap.According to LSEG data, despite SK hynix's leading position in the fast-growing High Bandwidth Memory (HBM) market, its 12-month forward price-to-earnings ratio stands at just 4.8. This compares to an industry average of 29.84 and a P/E of 6.6 for its U.S. rival, Micron Technology Inc (MU.US). Rolf Bulk, head of semiconductors and infrastructure at Futurum Group, noted: \"The ADR listing could help close the valuation gap, but we don't think the Korea Discount will disappear completely.\"Zavier Wong, a market analyst at multi-asset trading platform eToro, explained that the valuation disparity between SK hynix and Micron stems from issues related to investment access and familiarity. For years, U.S. institutional capital has had limited avenues to invest in SK hynix, leading to a persistently lower valuation even as the company holds a stronger position in AI memory. He stated, \"A rising share price for Hynix does not equal a narrowing discount. Even if its stock rises, the valuation gap with Micron remains unchanged.\"LSEG data shows Micron's shares have soared nearly 250% this year, while SK hynix has gained 240%. Peter Kim, a global investment strategist at KB Financial Group, highlighted that Korean stocks have historically faced barriers for foreign buyers, and this listing could significantly improve access for overseas investors.\"Broader trading access will make it easier for global investors to buy and sell Hynix shares, which currently trade at a discount relative to the KOSPI index, Micron, and Samsung,\" Kim said. \"Listing on the Nasdaq requires meeting certain standards, which can alleviate some concerns for U.S. investors and help reduce the discount.\"Nasdaq listing rules impose strict financial and liquidity requirements, including minimum market capitalization, public float, shareholder numbers, and share price. Listed companies must also adhere to a comprehensive set of corporate governance standards covering audit committees, board independence, and shareholder voting rights.\nKey Benefits Beyond the $26.5 Billion Capital Raise\nSK hynix priced its ADR offering at $149 per share, raising approximately $26.5 billion, which is poised to set a new record for a U.S. listing by a foreign company. Reports indicate the offering of 177.9 million ADRs was oversubscribed by more than seven times, with institutions including Baillie Gifford expressing interest in purchasing up to $7 billion worth.Notably, the listing comes during a period of significant volatility in the global chip sector. Despite recent share price swings, SK hynix set its ADR price at a roughly 3.1% premium to its closing share price in South Korea on Thursday. Each ADR represents one-tenth of an ordinary share.Analysts believe the long-term value of opening up access to U.S. investors may far exceed the capital raised in this offering itself. Ji Cheong, associate director at S&P Global Ratings, noted the company's annual capital expenditure is projected to reach 50 to 70 trillion won over the next two years, with the IPO proceeds covering only a portion. He added, \"The company is expected to generate over 200 trillion won in operating cash flow annually in the coming years.\"eToro's Wong believes the listing will strengthen SK hynix's financing capacity for expansion and pave the way for more capital market activities in the U.S., including share buybacks, enhanced investor engagement, and broader market development.\nHBM Leadership and the Enduring Capacity Challenge\nAs SK hynix launches its ADRs, the market is also assessing the company's ability to maintain its lead in the high-growth HBM market, which is crucial for AI accelerators. Philip Wool, chief portfolio manager at Rayliant, suggested SK hynix faces a \"problem of success,\" as robust demand for HBM far outpaces its ability to supply the market.This supply gap has created opportunities for competitors like Samsung Electronics and Micron, which are accelerating the development of rival products and signing supply agreements with major cloud providers to help diversify their AI chip supply chains.Futurum Group's Bulk predicts SK hynix will remain the world's largest HBM supplier, but its market share could drop from about 57% last year to roughly 50% this year. As Samsung gains share and Micron solidifies its position as the third-largest player, SK hynix's share could gradually decline to just over 40%.The industry's core challenge, however, is not market share but production capacity. Bulk stated, \"The market debate isn't about who has the share, but who can provide enough capacity to meet demand.\" He added that even with announced fab expansion plans, capacity is still insufficient to meet projected demand through the end of 2030.","news_type":1,"symbols_score_info":{"159632":1,"03455":1,"SQQQ":1,"NAPR":1,"03034":1,"07261":1,"ARTL":1,"FIVY":1,"IYW":1,"NQmain":1,"LCLG":1,"NJAN":1,"QLD":1,"07522":1,"PSQ":1,"QQQJ":1,"09834":1,"07568":1,"DRAL":1,"NVIW.SI":1,"SKHYV":1,"JEPQ":1,"ONEQ":1,"FTEC":1,"07266":1,"QQQX":1,"RAM":1,"MNQmain":1,"TQQY":1,"NOCT":1,"GPIQ":1,"IWLG":1,"QMAR":1,"QID":1,"NDX":1,"QQQE":1,"QQQM":1,"SKHY":1,"GROZ":1,"03086":1,"QQQA":1,".IXIC":1,"QYLG":1,"QQQY":1,"09086":1,"02834":1,"EDZ":1,"NJUL":1,"QDEC":1,"TQQQ":1,"TECS":1,"EEMO":1,"QDTE":1,"QQQ":1}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":554334419658208,"gmtCreate":1776346588660,"gmtModify":1776346591925,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Undervalued for so long and finally getting the love it deserves! Buy and buy and hold for as long as you can","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Undervalued for so long and finally getting the love it deserves! Buy and buy and hold for as long as you can","text":"$NVIDIA(NVDA)$ Undervalued for so long and finally getting the love it deserves! Buy and buy and hold for as long as you can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":2,"repostSize":11,"link":"https://ttm.financial/post/554334419658208","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}