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01-09 01:06

$Tesla Motors(TSLA)$ opportunity to buy low

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The shares have clearly been hit by shifting levels of concern over the pandemic. Yet the stock is still up about 12% in the past year, and the company commands a sizable market cap of $105 billion.</p><p>Investors might have some pause to buy the stock right now since it still sells at 63 times free cash flow. Yet, the company has a leading position in the travel industry, a history of robust growth, and results are rebounding strongly with revenue up 67% year over year in the third quarter.</p><p>Plus, it&#39;s got a large and expanding addressable market and is already showing signs of building a tremendously powerful brand. So even at these high levels, Airbnb could still turn a small investment into a big <a href=\"https://laohu8.com/S/AONE.U\">one</a>. Let&#39;s dive deeper.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660048%2Ftravel-checking-in-room.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Breaking down the numbers</h2><p>If you invested $10,000 in Airbnb stock, it would need to climb 100 times in value to reach $1 million. That&#39;s too much to ask for the next 10 years, but it&#39;s not unreasonable to expect Airbnb to deliver this amount if you could hold its shares over the next 30 years. That would represent an annualized return of about 16.5%. Not many companies can grow at this rate for that long, but if Airbnb can cement itself as the top brand in travel, it could be one of the few great businesses that make early investors into millionaires.</p><p>It&#39;s certainly addressing a large market -- an estimated $3.4 trillion globally each year. Short-term stays, like business trips and weekend getaways, make up about $1.8 trillion of the market with long-term stays and other experiences representing the balance. Long-term stays are a huge growth opportunity, given the increasing interest in remote work. This is why management expects the demand for long-term stays to accelerate coming out of the pandemic.</p><p>Airbnb still has just a fraction of that addressable market, giving it plenty of room for growth. Over the past year, the company&#39;s gross booking value came to $41 billion, or just a little over 1% of the total market. Moreover, the market is going to expand. Over the past decade, excluding the blip from the pandemic, travel spending has increased about 3% to 5% annually.  If it continues to grow around 4% annually over the next 30 years, that would put Airbnb&#39;s addressable market at around $10 trillion.</p><p>Airbnb would need to capture more than a third of that opportunity to grow its gross booking value 100 times, and therefore also see a proportionate increase in revenue and profits, which is what ultimately makes a stock go up.</p><h2>Keys to future growth</h2><p>While it&#39;s nearly impossible to forecast exactly what a business will look like way out in the future, here are a few things that should build confidence in Airbnb&#39;s growth trajectory.</p><p>For one thing, it has a strong brand. Even if you have never used Airbnb, you likely know a friend or family member who has. After all, there were nearly 80 million nights and experiences booked on Airbnb in the third quarter. A strong brand will be key to capturing a sizable chunk of its addressable market.</p><p>Another good sign: management has been shifting its marketing strategy to be more brand-centric and less dependent on search engines. During the first quarter of 2021, over 90% of Airbnb&#39;s traffic came from customers seeking Airbnb directly as opposed to finding it through a marketing channel. That&#39;s a sign of growing brand awareness.</p><p>Competition is always a risk since new entrants might emerge down the road, forcing Airbnb to lower service fees to maintain demand and revenue growth. But Airbnb is already widely recognized, which is a competitive advantage. Its name has nearly become a synonym for a place to stay -- similar to how &#34;Google&#34; replaced &#34;search.&#34;</p><p>I believe Airbnb&#39;s record of growth from its humble beginnings in the co-founders&#39; San Francisco apartment in 2007, the size of the travel opportunity, and its growing brand power point to a long-term winner. I recently bought shares and plan to add further as the business grows, so count me as a believer in this stock&#39;s millionaire-making potential.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Airbnb Be a Millionaire-Maker Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Airbnb Be a Millionaire-Maker Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been quite a ride for Airbnb (NASDAQ:ABNB) since it went public in 2020 with the shares soaring past $200 twice before crashing back down each time. The shares have clearly been hit by shifting ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4566":"资本集团","BK4142":"酒店、度假村与豪华游轮","ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201249211","content_text":"It's been quite a ride for Airbnb (NASDAQ:ABNB) since it went public in 2020 with the shares soaring past $200 twice before crashing back down each time. The shares have clearly been hit by shifting levels of concern over the pandemic. Yet the stock is still up about 12% in the past year, and the company commands a sizable market cap of $105 billion.Investors might have some pause to buy the stock right now since it still sells at 63 times free cash flow. Yet, the company has a leading position in the travel industry, a history of robust growth, and results are rebounding strongly with revenue up 67% year over year in the third quarter.Plus, it's got a large and expanding addressable market and is already showing signs of building a tremendously powerful brand. So even at these high levels, Airbnb could still turn a small investment into a big one. Let's dive deeper.Image source: Getty Images.Breaking down the numbersIf you invested $10,000 in Airbnb stock, it would need to climb 100 times in value to reach $1 million. That's too much to ask for the next 10 years, but it's not unreasonable to expect Airbnb to deliver this amount if you could hold its shares over the next 30 years. That would represent an annualized return of about 16.5%. Not many companies can grow at this rate for that long, but if Airbnb can cement itself as the top brand in travel, it could be one of the few great businesses that make early investors into millionaires.It's certainly addressing a large market -- an estimated $3.4 trillion globally each year. Short-term stays, like business trips and weekend getaways, make up about $1.8 trillion of the market with long-term stays and other experiences representing the balance. Long-term stays are a huge growth opportunity, given the increasing interest in remote work. This is why management expects the demand for long-term stays to accelerate coming out of the pandemic.Airbnb still has just a fraction of that addressable market, giving it plenty of room for growth. Over the past year, the company's gross booking value came to $41 billion, or just a little over 1% of the total market. Moreover, the market is going to expand. Over the past decade, excluding the blip from the pandemic, travel spending has increased about 3% to 5% annually.  If it continues to grow around 4% annually over the next 30 years, that would put Airbnb's addressable market at around $10 trillion.Airbnb would need to capture more than a third of that opportunity to grow its gross booking value 100 times, and therefore also see a proportionate increase in revenue and profits, which is what ultimately makes a stock go up.Keys to future growthWhile it's nearly impossible to forecast exactly what a business will look like way out in the future, here are a few things that should build confidence in Airbnb's growth trajectory.For one thing, it has a strong brand. Even if you have never used Airbnb, you likely know a friend or family member who has. After all, there were nearly 80 million nights and experiences booked on Airbnb in the third quarter. A strong brand will be key to capturing a sizable chunk of its addressable market.Another good sign: management has been shifting its marketing strategy to be more brand-centric and less dependent on search engines. During the first quarter of 2021, over 90% of Airbnb's traffic came from customers seeking Airbnb directly as opposed to finding it through a marketing channel. That's a sign of growing brand awareness.Competition is always a risk since new entrants might emerge down the road, forcing Airbnb to lower service fees to maintain demand and revenue growth. But Airbnb is already widely recognized, which is a competitive advantage. Its name has nearly become a synonym for a place to stay -- similar to how \"Google\" replaced \"search.\"I believe Airbnb's record of growth from its humble beginnings in the co-founders' San Francisco apartment in 2007, the size of the travel opportunity, and its growing brand power point to a long-term winner. I recently bought shares and plan to add further as the business grows, so count me as a believer in this stock's millionaire-making potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006037549,"gmtCreate":1641549684835,"gmtModify":1676533628132,"author":{"id":"4094994348363850","authorId":"4094994348363850","name":"Malarveli","avatar":"https://static.tigerbbs.com/57f6b6263d3dee861654473930250b5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094994348363850","authorIdStr":"4094994348363850"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006037549","repostId":"1176596998","repostType":4,"repost":{"id":"1176596998","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":1641548408,"share":"https://ttm.financial/m/news/1176596998?lang=&edition=fundamental","pubTime":"2022-01-07 17:40","market":"us","language":"en","title":"Tesla Rose Over 1% in Premarket Trading as It Raised Model X Plaid's Price in US","url":"https://stock-news.laohu8.com/highlight/detail?id=1176596998","media":"Tiger Newspress","summary":"Tesla rose over 1% in premarket trading as it raised Model X Plaid's price in US.According to Tesla'","content":"<html><head></head><body><p>Tesla rose over 1% in premarket trading as it raised Model X Plaid&#39;s price in US.<img src=\"https://static.tigerbbs.com/6b226dfec60ee920eabba0399dc57eed\" tg-width=\"778\" tg-height=\"557\" width=\"100%\" height=\"auto\"/>According to Tesla&#39;s US official website, the Model X Plaid&#39;s starting price has risen from US$119,990 to US$126,490, due to the cancellation of other seat configuration options for the model, which are all set to a 6-seater configuration with a price of US$6,500. It is expected that new orders will be delivered from October 2022.</p><p>Moreover, 15 Tesla Semi electric semi-trailers will be delivered to Pepsi in January.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Rose Over 1% in Premarket Trading as It Raised Model X Plaid's Price in US</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Rose Over 1% in Premarket Trading as It Raised Model X Plaid's Price in US\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-07 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla rose over 1% in premarket trading as it raised Model X Plaid&#39;s price in US.<img src=\"https://static.tigerbbs.com/6b226dfec60ee920eabba0399dc57eed\" tg-width=\"778\" tg-height=\"557\" width=\"100%\" height=\"auto\"/>According to Tesla&#39;s US official website, the Model X Plaid&#39;s starting price has risen from US$119,990 to US$126,490, due to the cancellation of other seat configuration options for the model, which are all set to a 6-seater configuration with a price of US$6,500. It is expected that new orders will be delivered from October 2022.</p><p>Moreover, 15 Tesla Semi electric semi-trailers will be delivered to Pepsi in January.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176596998","content_text":"Tesla rose over 1% in premarket trading as it raised Model X Plaid's price in US.According to Tesla's US official website, the Model X Plaid's starting price has risen from US$119,990 to US$126,490, due to the cancellation of other seat configuration options for the model, which are all set to a 6-seater configuration with a price of US$6,500. It is expected that new orders will be delivered from October 2022.Moreover, 15 Tesla Semi electric semi-trailers will be delivered to Pepsi in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000232385,"gmtCreate":1640192680844,"gmtModify":1676533506271,"author":{"id":"4094994348363850","authorId":"4094994348363850","name":"Malarveli","avatar":"https://static.tigerbbs.com/57f6b6263d3dee861654473930250b5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094994348363850","authorIdStr":"4094994348363850"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000232385","repostId":"1122126959","repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9000232385,"gmtCreate":1640192680844,"gmtModify":1676533506271,"author":{"id":"4094994348363850","authorId":"4094994348363850","name":"Malarveli","avatar":"https://static.tigerbbs.com/57f6b6263d3dee861654473930250b5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094994348363850","idStr":"4094994348363850"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000232385","repostId":"1122126959","repostType":4,"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006622349,"gmtCreate":1641722273338,"gmtModify":1676533642770,"author":{"id":"4094994348363850","authorId":"4094994348363850","name":"Malarveli","avatar":"https://static.tigerbbs.com/57f6b6263d3dee861654473930250b5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094994348363850","idStr":"4094994348363850"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006622349","repostId":"2201249211","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006037549,"gmtCreate":1641549684835,"gmtModify":1676533628132,"author":{"id":"4094994348363850","authorId":"4094994348363850","name":"Malarveli","avatar":"https://static.tigerbbs.com/57f6b6263d3dee861654473930250b5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094994348363850","idStr":"4094994348363850"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006037549","repostId":"1176596998","repostType":4,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390389565927888,"gmtCreate":1736355992604,"gmtModify":1736355996689,"author":{"id":"4094994348363850","authorId":"4094994348363850","name":"Malarveli","avatar":"https://static.tigerbbs.com/57f6b6263d3dee861654473930250b5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094994348363850","idStr":"4094994348363850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> opportunity to buy low","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> opportunity to buy low","text":"$Tesla Motors(TSLA)$ opportunity to buy low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390389565927888","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}