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幸福满天飞

幸福满天飞

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幸福满天飞

2022-11-02

[微笑] [微笑]

幸福满天飞

2022-11-01

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幸福满天飞

2022-10-03

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Nvidia VS AMD，谁能在困境中更胜一筹？

幸福满天飞

2022-10-03

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美股9月“魔咒”再度应验，抛售何时将接近终点？

幸福满天飞

2022-09-26

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幸福满天飞

2022-07-01

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蔚来6月交付量为12961辆，同比增长60.3%

幸福满天飞

2022-06-17

play with tiger

@TigerEvents:Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out "T.I.G.E.R" during your journey for a chance to receive the limited edition 8th Anniversary Gi

幸福满天飞

2022-06-16

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幸福满天飞

2022-06-16

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Tesla Stock: Long-Term Hypothesis Boosted by Stock Split

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2022-06-16

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幸福满天飞

2022-06-16

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幸福满天飞

2022-06-16

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幸福满天飞

2022-06-16

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幸福满天飞

2022-06-16

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幸福满天飞

2022-06-15

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Crypto Stocks Turned up in Morning Trading, With BTCM Rising Nearly 9% and Bit Digital Rising Nearly 5%

幸福满天飞

2022-06-15

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Meme Stocks Bounced Back in Morning Trading, With Nokia Rising Nearly 4% and Palantir Rising Over 2%

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2022-06-15

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2022-06-15

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幸福满天飞

2022-06-15

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2022-06-15

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6 Dividend Stocks to Buy Yielding 5% or More

Go to Tiger App to see more news

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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985100826","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982444893,"gmtCreate":1667252463613,"gmtModify":1676537883304,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982444893","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912915174,"gmtCreate":1664747280198,"gmtModify":1676537499462,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912915174","repostId":"1185200033","repostType":4,"repost":{"id":"1185200033","kind":"news","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1664699109,"share":"https://ttm.financial/m/news/1185200033?lang=&edition=fundamental","pubTime":"2022-10-02 16:25","market":"us","language":"zh","title":"Nvidia VS AMD，谁能在困境中更胜一筹？","url":"https://stock-news.laohu8.com/highlight/detail?id=1185200033","media":"美股研究社","summary":"Nvidia和AMD能否维持其令人印象深刻的增长？就在5年前，Nvidia的股价约为每股40美元，而AMD的股价约为每股10美元。快进到今天，Nvidia的股价是5倍，AMD是10倍。对于Nvidia","content":"<html><head></head><body><p>Nvidia和AMD能否维持其令人印象深刻的增长？</p><p>就在5年前，Nvidia的股价约为每股40美元，而AMD的股价约为每股10美元。快进到今天，Nvidia的股价是5倍，AMD是10倍。</p><p>对于Nvidia和AMD而言，并购应该变得越来越具有挑战性，因此我预计它们的投资资本回报率在长期内会放缓/减少。</p><p>对于成长型投资者来说，2022年是艰难的一年……至少可以这么说。</p><p>进入新的一年，我想知道2021年的科技股崩盘是否已经过去，或者我们是否正处于更大、更严重的事情的开始。现在判断我们是否已经度过了最糟糕的时期可能还为时过早，但现在似乎是暂停并考虑估值的谨慎时机。尤其是全球一些最重要的芯片股，Nvidia（NASDAQ:NVDA）和AMD（NASDAQ:AMD）的估值。</p><p><img src=\"https://static.tigerbbs.com/0f72f4818de0ae92a5f0af9a4bacaefe\" tg-width=\"635\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>NVDA data by YCharts</p><p>就在5年前，Nvidia的股价约为每股40美元，而AMD的股价约为每股10美元。快进到今天，Nvidia的股价是5倍，AMD是10倍。</p><p>不错的回报。那是在从2021年底创下的高点下跌近50%之后。</p><p>但这种趋势能否持续下去？在今天的价格下，股票是否仍然具有良好的价值？此外，潜在的经济衰退对这些股票有何影响？</p><p><b>在本文中，我将：</b></p><p>为Nvidia和AMD提供业务更新；</p><p>在Nvidia和AMD之间进行财务分析；</p><p>根据两种股票的两种不同框架提供我的估值。</p><p><b>衰退的恐惧</b></p><p>在整个2022年，感觉整个<a href=\"https://laohu8.com/S/JRJC\">金融界</a>都在关注经济衰退的可能性。很容易理解为什么。通货膨胀猖獗，供应链问题依然存在，俄罗斯已经关闭了欧洲的能源供应。</p><p><img src=\"https://static.tigerbbs.com/de1e72e439c0c464dfd8c4e3ba920110\" tg-width=\"513\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p>Odds of Recession (Statista: Bloomberg)</p><p>我们确实处于未知的水域，我们将何去何从，现在还没有定论。</p><p>但不幸的是，对于芯片制造商Nvidia和AMD来说，无论结果如何，不确定性都会带来伤害。随着不确定性的增加，企业投资放缓。半成品只是不像SaaS那样通常具有粘性。例如，10美元的月费比对最新芯片组的1000美元投资要容易接受得多。</p><p>如果困难时期来临，推迟芯片投资会更容易。</p><p><b>想要与需要</b></p><p>或者换一种说法，支付SaaS就像支付你的水费，而芯片就像支付厨房的改造费。我喜欢有一个漂亮的厨房，但我需要水。如果我在未来几个月里可能会失去工作，我就不会去改造我的厨房。</p><p>芯片投资可以延迟，但如果你不付给<a href=\"https://laohu8.com/S/MSFT\">微软</a>，你失去了Outlook和Excel，那么会发生什么？这一切都回到了想要与需要的问题上，就像个人理财101一样。</p><p>当然，这些公司确实有不断增长的SaaS业务，但与他们的传统芯片业务相比，相形见绌。鉴于其规模小，我不认为它与本分析特别相关。</p><p>因此，当公司基于不确定性的增加而选择推迟 &#34;改造他们的厨房 &#34;时，我们可以预期它将损害像Nvidia和AMD这样的芯片公司。</p><p><b>终端市场</b></p><p>传统上，Nvidia和AMD这两个名字因其游戏芯片而闻名，但它们正日益超越游戏。Nvidia在数据中心拥有强大且不断增长的业务，而AMD在收购Xilinx之后，也进入了各种垂直领域。</p><p><b>游戏市场的增长</b></p><p><img src=\"https://static.tigerbbs.com/93ad60a94b5239289f32ed7334406c75\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>Gaming Revenue Growth by Segment (Statista)</p><p>尽管实力强劲，但游戏市场历来具有强劲的增长预测，但从战术角度来看，不要把所有的鸡蛋都放在同一个篮子里是有道理的，Nvidia和AMD似乎也同意这一观点，因为他们进军其他垂直领域。</p><p>我对Nvidia在数据中心的进步特别乐观，他们继续利用他们的人工智能芯片从传统玩家那里获得份额。随着越来越多的数据转移到<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>（AMZN）和微软（MSFT）等云公司，他们可能会购买更多的Nvidia芯片。</p><p><b>Nvidia和AMD的收益</b></p><p>上个月，我们收到了两家公司关于其财务业绩的最新消息，以及他们对未来发展方向的评论。</p><p>我不会重复在Seeking Alpha其他地方已经说过的话，但是两家公司都发布了我认为好坏参半的内容。问题是增长似乎正在急剧放缓，他们的预测反映了这一点。</p><p><b>产品通道</b></p><p>为了在竞争中保持领先地位，Nvidia和AMD继续投入数十亿美元用于创新和研发。虽然两家公司继续将重点从游戏转移到其他垂直领域，如AR和AI，但我相信游戏在未来几年仍将是两家公司利润丰厚的来源。</p><p>为了展示这些芯片的强大功能，我建议您阅读Nvidia的博客文章，其中详细介绍了他们新的40系列芯片的一些高级功能。</p><p><img src=\"https://static.tigerbbs.com/4014333d2d4f5b852d0f0dfa6cdd46cf\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia</p><p>通过Nvidia所谓的“ADA LOVELACE”架构，他们声称游戏玩家将享受超越之前迭代的计算性能：图灵和安培。</p><p>另一个创新领域来自AMD的Ryzen系列芯片。为了进一步提高芯片的性能，Nvidia和AMD 都采用了软件，使这些芯片的计算能力超过了原本可能的能力。</p><p><b>财务分析</b></p><p>这些公司在大流行时代大幅增加了收入，这不足为奇。两家公司的收入都增长了2-3倍，因为游戏玩家投资了他们的计算机，而云提供商继续投资于他们的数据中心。</p><p><img src=\"https://static.tigerbbs.com/53440b62d785ae62d4e00de7f4482935\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Author&#39;s Calculations &amp; Estimates</p><p>忽略股票数量波动，收入增长几乎并驾齐驱。与去年的数字相比，两家公司的增长都较TTM放缓，但自2020年以来，与市场上的许多其他公司相比，它们的增长速度普遍过快。</p><p><img src=\"https://static.tigerbbs.com/c98db5e7e847f6cb5be09940d135b0bd\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Author&#39;s Calculations &amp; Estimates</p><p>Nvidia和AMD的利润率都很高。甚至AMD 49%的较低毛利率也很出色，这说明了这些业务的盈利能力。这些利润率不仅对芯片公司有利，而且与几乎任何公司相比都非常好。</p><p><img src=\"https://static.tigerbbs.com/7e436b7a48d40e35a233dcb5b9866bc5\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Author&#39;s Calculations &amp; Estimates</p><p>按每股计算，两家公司在过去4年的毛利润增长幅度相似（且令人印象深刻），尽管Nvidia显示出一些放缓的迹象。</p><p><b>稀释</b></p><p><img src=\"https://static.tigerbbs.com/1036a4afb15b9931f193180f29258588\" tg-width=\"665\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Authors Calculations &amp; Estimates</p><p><img src=\"https://static.tigerbbs.com/24626e2aa99190c6ebcae98898c28593\" tg-width=\"637\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Authors Calculations &amp; Estimates.</p><p>对这些公司有利的另一个因素是稀释，或者更确切地说，缺乏稀释。诚然，AMD在过去4年中发行了大约15万股，但与一些SaaS玩家相比，这算不了什么。Nvidia在维持其股票数量方面特别谨慎。在过去的4年里，股票数量只增加了35k，还不错。</p><p>稀释并不总是一件坏事，但考虑到所有因素，我宁愿拥有更多的公司而不是更少的公司。这就是为什么我经常以每股为基础查看收入和毛利润。</p><p><b>远期市盈率比较</b></p><p><img src=\"https://static.tigerbbs.com/5f04302b9f96ad66b223612348c51a0a\" tg-width=\"554\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Authors Calculations &amp; Estimates</p><p>当我评估公司时，我喜欢采用几种方法。我最喜欢的两个是贴现现金流分析和比较同行之间的远期市盈率。</p><p><img src=\"https://static.tigerbbs.com/0f868ec06d6529a4b55b0080a4cc59ab\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Author&#39;s Calculations &amp; Estimates</p><p>正如你在上面的图表中所看到的，Nvidia拥有最高的远期市盈率，而像<a href=\"https://laohu8.com/S/BRCM\">博通</a>和<a href=\"https://laohu8.com/S/QCOM\">高通</a>这样的老牌同行则落后得多，更接近于10倍而不是30倍。AMD和<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>相对处于中间位置。</p><p>仅从它们的远期市盈率来看，AMD看起来比Nvidia更有价值，但与一些增长较慢的同行相比，两者的价值可能仍被高估。</p><p><b>折现现金流分析</b></p><p>对于Nvidia和AMD，我在我的基础案例中使用了相同的假设，因为它们的收入和毛利润的历史增长率相似。</p><p><img src=\"https://static.tigerbbs.com/a639f9c6eaa62a12139953e8c77bae08\" tg-width=\"554\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>在我的基本情况下，我预测Nvidia将在5年内达到惊人的$55B收入和超过$20的收益，这意味着在短短5年内规模将增加一倍以上。即使在这种乐观的情况下，股票似乎也只是以公允价值交易。</p><p><b>Nvidia敏感性分析：</b></p><p><img src=\"https://static.tigerbbs.com/b9e32cd98c74d603f898a9a872bd6606\" tg-width=\"554\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p><b>AMD基础案例：</b></p><p><img src=\"https://static.tigerbbs.com/99a9e75825f4dd3c44e07ec139612ee3\" tg-width=\"553\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>就AMD而言，我认为收入增长到420亿美元，收益增长到110亿美元，同样是现在的两倍多。这能实现吗？也许吧，但这绝不是肯定的。对AMD来说，幸运的是，根据这个DCF，它的股价并不像Nvidia那样高。</p><p><b>AMD的敏感度分析：</b></p><p><img src=\"https://static.tigerbbs.com/9b10f9781948b3501439087fd5d00040\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>由于其较低的估值，AMD的表现比Nvidia好一点，但我认为，作为投资者，其前景仍然不是特别吸引人。至少对于AMD来说，其较低的估值给了你比Nvidia更多的回旋余地，所以我会给他们这个机会。</p><p><b>风险</b></p><p>正如我在本文开头提到的，经济衰退或对经济衰退的恐惧，可能会损害他们的业务。鉴于所有的不确定性，再加上美联储加息，我认为这对这两家公司来说都是一个重大的下行风险。</p><p>这些公司面临的另一个挑战是它们的规模。两家公司的市值都超过了1000亿美元，这可能会在它们继续增长时带来一些独特的挑战。公司有4种主要的资本使用方式，红利、回购、并购和内部项目。</p><p>在所有内部项目获得资金后，在许多情况下，下一个最佳用途是并购。但是，正如我们从Nvidia收购ARM的失败中看到的那样，规模会阻碍并购的增长。由于并购对他们来说将变得越来越有挑战性，我预计他们的投资资本回报率将在长期内适度/减弱。</p><p><b>结论</b></p><p>Nvidia和AMD都是伟大的公司。他们创造了一些市场上最先进的计算芯片，并给他们的股东以丰厚的回报。随着它们的成长，它们都向游戏和个人计算之外的垂直领域进行了多元化发展，因此，进一步加强了它们业务的长期生存能力。</p><p>但是，并非所有了不起的事情都能永远持续下去。尤其是游戏终端市场已经出现了特别强烈的放缓，因为消费者已经开始在现实世界的体验上花费更多，而不是在游戏中购买。由于其多元化的收入基础，Nvidia和AMD可以抵消来自数据中心和汽车的一些影响。</p><p>对于Nvidia和AMD来说，我的观点是，供应受到限制但在改善，而需求强劲但可能在减弱。</p><p>而且，在同行中估值最高，这并没有给错误留下多少缓冲的余地。我将Nvidia评为 &#34;表现不佳&#34;，一年期目标价格为88美元。</p><p>我将AMD评为 &#34;中性&#34;，1年的目标价格为65美元。</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 VS AMD，谁能在困境中更胜一筹？</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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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 VS AMD，谁能在困境中更胜一筹？\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/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2022-10-02 16:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia和AMD能否维持其令人印象深刻的增长？</p><p>就在5年前，Nvidia的股价约为每股40美元，而AMD的股价约为每股10美元。快进到今天，Nvidia的股价是5倍，AMD是10倍。</p><p>对于Nvidia和AMD而言，并购应该变得越来越具有挑战性，因此我预计它们的投资资本回报率在长期内会放缓/减少。</p><p>对于成长型投资者来说，2022年是艰难的一年……至少可以这么说。</p><p>进入新的一年，我想知道2021年的科技股崩盘是否已经过去，或者我们是否正处于更大、更严重的事情的开始。现在判断我们是否已经度过了最糟糕的时期可能还为时过早，但现在似乎是暂停并考虑估值的谨慎时机。尤其是全球一些最重要的芯片股，Nvidia（NASDAQ:NVDA）和AMD（NASDAQ:AMD）的估值。</p><p><img src=\"https://static.tigerbbs.com/0f72f4818de0ae92a5f0af9a4bacaefe\" tg-width=\"635\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>NVDA data by YCharts</p><p>就在5年前，Nvidia的股价约为每股40美元，而AMD的股价约为每股10美元。快进到今天，Nvidia的股价是5倍，AMD是10倍。</p><p>不错的回报。那是在从2021年底创下的高点下跌近50%之后。</p><p>但这种趋势能否持续下去？在今天的价格下，股票是否仍然具有良好的价值？此外，潜在的经济衰退对这些股票有何影响？</p><p><b>在本文中，我将：</b></p><p>为Nvidia和AMD提供业务更新；</p><p>在Nvidia和AMD之间进行财务分析；</p><p>根据两种股票的两种不同框架提供我的估值。</p><p><b>衰退的恐惧</b></p><p>在整个2022年，感觉整个<a href=\"https://laohu8.com/S/JRJC\">金融界</a>都在关注经济衰退的可能性。很容易理解为什么。通货膨胀猖獗，供应链问题依然存在，俄罗斯已经关闭了欧洲的能源供应。</p><p><img src=\"https://static.tigerbbs.com/de1e72e439c0c464dfd8c4e3ba920110\" tg-width=\"513\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p>Odds of Recession (Statista: Bloomberg)</p><p>我们确实处于未知的水域，我们将何去何从，现在还没有定论。</p><p>但不幸的是，对于芯片制造商Nvidia和AMD来说，无论结果如何，不确定性都会带来伤害。随着不确定性的增加，企业投资放缓。半成品只是不像SaaS那样通常具有粘性。例如，10美元的月费比对最新芯片组的1000美元投资要容易接受得多。</p><p>如果困难时期来临，推迟芯片投资会更容易。</p><p><b>想要与需要</b></p><p>或者换一种说法，支付SaaS就像支付你的水费，而芯片就像支付厨房的改造费。我喜欢有一个漂亮的厨房，但我需要水。如果我在未来几个月里可能会失去工作，我就不会去改造我的厨房。</p><p>芯片投资可以延迟，但如果你不付给<a href=\"https://laohu8.com/S/MSFT\">微软</a>，你失去了Outlook和Excel，那么会发生什么？这一切都回到了想要与需要的问题上，就像个人理财101一样。</p><p>当然，这些公司确实有不断增长的SaaS业务，但与他们的传统芯片业务相比，相形见绌。鉴于其规模小，我不认为它与本分析特别相关。</p><p>因此，当公司基于不确定性的增加而选择推迟 &#34;改造他们的厨房 &#34;时，我们可以预期它将损害像Nvidia和AMD这样的芯片公司。</p><p><b>终端市场</b></p><p>传统上，Nvidia和AMD这两个名字因其游戏芯片而闻名，但它们正日益超越游戏。Nvidia在数据中心拥有强大且不断增长的业务，而AMD在收购Xilinx之后，也进入了各种垂直领域。</p><p><b>游戏市场的增长</b></p><p><img src=\"https://static.tigerbbs.com/93ad60a94b5239289f32ed7334406c75\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>Gaming Revenue Growth by Segment (Statista)</p><p>尽管实力强劲，但游戏市场历来具有强劲的增长预测，但从战术角度来看，不要把所有的鸡蛋都放在同一个篮子里是有道理的，Nvidia和AMD似乎也同意这一观点，因为他们进军其他垂直领域。</p><p>我对Nvidia在数据中心的进步特别乐观，他们继续利用他们的人工智能芯片从传统玩家那里获得份额。随着越来越多的数据转移到<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>（AMZN）和微软（MSFT）等云公司，他们可能会购买更多的Nvidia芯片。</p><p><b>Nvidia和AMD的收益</b></p><p>上个月，我们收到了两家公司关于其财务业绩的最新消息，以及他们对未来发展方向的评论。</p><p>我不会重复在Seeking Alpha其他地方已经说过的话，但是两家公司都发布了我认为好坏参半的内容。问题是增长似乎正在急剧放缓，他们的预测反映了这一点。</p><p><b>产品通道</b></p><p>为了在竞争中保持领先地位，Nvidia和AMD继续投入数十亿美元用于创新和研发。虽然两家公司继续将重点从游戏转移到其他垂直领域，如AR和AI，但我相信游戏在未来几年仍将是两家公司利润丰厚的来源。</p><p>为了展示这些芯片的强大功能，我建议您阅读Nvidia的博客文章，其中详细介绍了他们新的40系列芯片的一些高级功能。</p><p><img src=\"https://static.tigerbbs.com/4014333d2d4f5b852d0f0dfa6cdd46cf\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia</p><p>通过Nvidia所谓的“ADA LOVELACE”架构，他们声称游戏玩家将享受超越之前迭代的计算性能：图灵和安培。</p><p>另一个创新领域来自AMD的Ryzen系列芯片。为了进一步提高芯片的性能，Nvidia和AMD 都采用了软件，使这些芯片的计算能力超过了原本可能的能力。</p><p><b>财务分析</b></p><p>这些公司在大流行时代大幅增加了收入，这不足为奇。两家公司的收入都增长了2-3倍，因为游戏玩家投资了他们的计算机，而云提供商继续投资于他们的数据中心。</p><p><img src=\"https://static.tigerbbs.com/53440b62d785ae62d4e00de7f4482935\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Author&#39;s Calculations &amp; Estimates</p><p>忽略股票数量波动，收入增长几乎并驾齐驱。与去年的数字相比，两家公司的增长都较TTM放缓，但自2020年以来，与市场上的许多其他公司相比，它们的增长速度普遍过快。</p><p><img src=\"https://static.tigerbbs.com/c98db5e7e847f6cb5be09940d135b0bd\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Author&#39;s Calculations &amp; Estimates</p><p>Nvidia和AMD的利润率都很高。甚至AMD 49%的较低毛利率也很出色，这说明了这些业务的盈利能力。这些利润率不仅对芯片公司有利，而且与几乎任何公司相比都非常好。</p><p><img src=\"https://static.tigerbbs.com/7e436b7a48d40e35a233dcb5b9866bc5\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Author&#39;s Calculations &amp; Estimates</p><p>按每股计算，两家公司在过去4年的毛利润增长幅度相似（且令人印象深刻），尽管Nvidia显示出一些放缓的迹象。</p><p><b>稀释</b></p><p><img src=\"https://static.tigerbbs.com/1036a4afb15b9931f193180f29258588\" tg-width=\"665\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Authors Calculations &amp; Estimates</p><p><img src=\"https://static.tigerbbs.com/24626e2aa99190c6ebcae98898c28593\" tg-width=\"637\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Authors Calculations &amp; Estimates.</p><p>对这些公司有利的另一个因素是稀释，或者更确切地说，缺乏稀释。诚然，AMD在过去4年中发行了大约15万股，但与一些SaaS玩家相比，这算不了什么。Nvidia在维持其股票数量方面特别谨慎。在过去的4年里，股票数量只增加了35k，还不错。</p><p>稀释并不总是一件坏事，但考虑到所有因素，我宁愿拥有更多的公司而不是更少的公司。这就是为什么我经常以每股为基础查看收入和毛利润。</p><p><b>远期市盈率比较</b></p><p><img src=\"https://static.tigerbbs.com/5f04302b9f96ad66b223612348c51a0a\" tg-width=\"554\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Authors Calculations &amp; Estimates</p><p>当我评估公司时，我喜欢采用几种方法。我最喜欢的两个是贴现现金流分析和比较同行之间的远期市盈率。</p><p><img src=\"https://static.tigerbbs.com/0f868ec06d6529a4b55b0080a4cc59ab\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance, Author&#39;s Calculations &amp; Estimates</p><p>正如你在上面的图表中所看到的，Nvidia拥有最高的远期市盈率，而像<a href=\"https://laohu8.com/S/BRCM\">博通</a>和<a href=\"https://laohu8.com/S/QCOM\">高通</a>这样的老牌同行则落后得多，更接近于10倍而不是30倍。AMD和<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>相对处于中间位置。</p><p>仅从它们的远期市盈率来看，AMD看起来比Nvidia更有价值，但与一些增长较慢的同行相比，两者的价值可能仍被高估。</p><p><b>折现现金流分析</b></p><p>对于Nvidia和AMD，我在我的基础案例中使用了相同的假设，因为它们的收入和毛利润的历史增长率相似。</p><p><img src=\"https://static.tigerbbs.com/a639f9c6eaa62a12139953e8c77bae08\" tg-width=\"554\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>在我的基本情况下，我预测Nvidia将在5年内达到惊人的$55B收入和超过$20的收益，这意味着在短短5年内规模将增加一倍以上。即使在这种乐观的情况下，股票似乎也只是以公允价值交易。</p><p><b>Nvidia敏感性分析：</b></p><p><img src=\"https://static.tigerbbs.com/b9e32cd98c74d603f898a9a872bd6606\" tg-width=\"554\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p><b>AMD基础案例：</b></p><p><img src=\"https://static.tigerbbs.com/99a9e75825f4dd3c44e07ec139612ee3\" tg-width=\"553\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>就AMD而言，我认为收入增长到420亿美元，收益增长到110亿美元，同样是现在的两倍多。这能实现吗？也许吧，但这绝不是肯定的。对AMD来说，幸运的是，根据这个DCF，它的股价并不像Nvidia那样高。</p><p><b>AMD的敏感度分析：</b></p><p><img src=\"https://static.tigerbbs.com/9b10f9781948b3501439087fd5d00040\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>由于其较低的估值，AMD的表现比Nvidia好一点，但我认为，作为投资者，其前景仍然不是特别吸引人。至少对于AMD来说，其较低的估值给了你比Nvidia更多的回旋余地，所以我会给他们这个机会。</p><p><b>风险</b></p><p>正如我在本文开头提到的，经济衰退或对经济衰退的恐惧，可能会损害他们的业务。鉴于所有的不确定性，再加上美联储加息，我认为这对这两家公司来说都是一个重大的下行风险。</p><p>这些公司面临的另一个挑战是它们的规模。两家公司的市值都超过了1000亿美元，这可能会在它们继续增长时带来一些独特的挑战。公司有4种主要的资本使用方式，红利、回购、并购和内部项目。</p><p>在所有内部项目获得资金后，在许多情况下，下一个最佳用途是并购。但是，正如我们从Nvidia收购ARM的失败中看到的那样，规模会阻碍并购的增长。由于并购对他们来说将变得越来越有挑战性，我预计他们的投资资本回报率将在长期内适度/减弱。</p><p><b>结论</b></p><p>Nvidia和AMD都是伟大的公司。他们创造了一些市场上最先进的计算芯片，并给他们的股东以丰厚的回报。随着它们的成长，它们都向游戏和个人计算之外的垂直领域进行了多元化发展，因此，进一步加强了它们业务的长期生存能力。</p><p>但是，并非所有了不起的事情都能永远持续下去。尤其是游戏终端市场已经出现了特别强烈的放缓，因为消费者已经开始在现实世界的体验上花费更多，而不是在游戏中购买。由于其多元化的收入基础，Nvidia和AMD可以抵消来自数据中心和汽车的一些影响。</p><p>对于Nvidia和AMD来说，我的观点是，供应受到限制但在改善，而需求强劲但可能在减弱。</p><p>而且，在同行中估值最高，这并没有给错误留下多少缓冲的余地。我将Nvidia评为 &#34;表现不佳&#34;，一年期目标价格为88美元。</p><p>我将AMD评为 &#34;中性&#34;，1年的目标价格为65美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b4d42c8dc3552b5db09a7e19c257e5d","relate_stocks":{"BK4529":"IDC概念","GFS":"GLOBALFOUNDRIES Inc.","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","AMD":"美国超微公司","BK4527":"明星科技股","BK4543":"AI","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","VS":"Versus Systems Inc.","BK4573":"虚拟现实","BK4085":"互动家庭娱乐","BK4581":"高盛持仓","BK4512":"苹果概念","BK4549":"软银资本持仓","NVDA":"英伟达","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185200033","content_text":"Nvidia和AMD能否维持其令人印象深刻的增长？就在5年前，Nvidia的股价约为每股40美元，而AMD的股价约为每股10美元。快进到今天，Nvidia的股价是5倍，AMD是10倍。对于Nvidia和AMD而言，并购应该变得越来越具有挑战性，因此我预计它们的投资资本回报率在长期内会放缓/减少。对于成长型投资者来说，2022年是艰难的一年……至少可以这么说。进入新的一年，我想知道2021年的科技股崩盘是否已经过去，或者我们是否正处于更大、更严重的事情的开始。现在判断我们是否已经度过了最糟糕的时期可能还为时过早，但现在似乎是暂停并考虑估值的谨慎时机。尤其是全球一些最重要的芯片股，Nvidia（NASDAQ:NVDA）和AMD（NASDAQ:AMD）的估值。NVDA data by YCharts就在5年前，Nvidia的股价约为每股40美元，而AMD的股价约为每股10美元。快进到今天，Nvidia的股价是5倍，AMD是10倍。不错的回报。那是在从2021年底创下的高点下跌近50%之后。但这种趋势能否持续下去？在今天的价格下，股票是否仍然具有良好的价值？此外，潜在的经济衰退对这些股票有何影响？在本文中，我将：为Nvidia和AMD提供业务更新；在Nvidia和AMD之间进行财务分析；根据两种股票的两种不同框架提供我的估值。衰退的恐惧在整个2022年，感觉整个金融界都在关注经济衰退的可能性。很容易理解为什么。通货膨胀猖獗，供应链问题依然存在，俄罗斯已经关闭了欧洲的能源供应。Odds of Recession (Statista: Bloomberg)我们确实处于未知的水域，我们将何去何从，现在还没有定论。但不幸的是，对于芯片制造商Nvidia和AMD来说，无论结果如何，不确定性都会带来伤害。随着不确定性的增加，企业投资放缓。半成品只是不像SaaS那样通常具有粘性。例如，10美元的月费比对最新芯片组的1000美元投资要容易接受得多。如果困难时期来临，推迟芯片投资会更容易。想要与需要或者换一种说法，支付SaaS就像支付你的水费，而芯片就像支付厨房的改造费。我喜欢有一个漂亮的厨房，但我需要水。如果我在未来几个月里可能会失去工作，我就不会去改造我的厨房。芯片投资可以延迟，但如果你不付给微软，你失去了Outlook和Excel，那么会发生什么？这一切都回到了想要与需要的问题上，就像个人理财101一样。当然，这些公司确实有不断增长的SaaS业务，但与他们的传统芯片业务相比，相形见绌。鉴于其规模小，我不认为它与本分析特别相关。因此，当公司基于不确定性的增加而选择推迟 \"改造他们的厨房 \"时，我们可以预期它将损害像Nvidia和AMD这样的芯片公司。终端市场传统上，Nvidia和AMD这两个名字因其游戏芯片而闻名，但它们正日益超越游戏。Nvidia在数据中心拥有强大且不断增长的业务，而AMD在收购Xilinx之后，也进入了各种垂直领域。游戏市场的增长Gaming Revenue Growth by Segment (Statista)尽管实力强劲，但游戏市场历来具有强劲的增长预测，但从战术角度来看，不要把所有的鸡蛋都放在同一个篮子里是有道理的，Nvidia和AMD似乎也同意这一观点，因为他们进军其他垂直领域。我对Nvidia在数据中心的进步特别乐观，他们继续利用他们的人工智能芯片从传统玩家那里获得份额。随着越来越多的数据转移到亚马逊（AMZN）和微软（MSFT）等云公司，他们可能会购买更多的Nvidia芯片。Nvidia和AMD的收益上个月，我们收到了两家公司关于其财务业绩的最新消息，以及他们对未来发展方向的评论。我不会重复在Seeking Alpha其他地方已经说过的话，但是两家公司都发布了我认为好坏参半的内容。问题是增长似乎正在急剧放缓，他们的预测反映了这一点。产品通道为了在竞争中保持领先地位，Nvidia和AMD继续投入数十亿美元用于创新和研发。虽然两家公司继续将重点从游戏转移到其他垂直领域，如AR和AI，但我相信游戏在未来几年仍将是两家公司利润丰厚的来源。为了展示这些芯片的强大功能，我建议您阅读Nvidia的博客文章，其中详细介绍了他们新的40系列芯片的一些高级功能。Nvidia通过Nvidia所谓的“ADA LOVELACE”架构，他们声称游戏玩家将享受超越之前迭代的计算性能：图灵和安培。另一个创新领域来自AMD的Ryzen系列芯片。为了进一步提高芯片的性能，Nvidia和AMD 都采用了软件，使这些芯片的计算能力超过了原本可能的能力。财务分析这些公司在大流行时代大幅增加了收入，这不足为奇。两家公司的收入都增长了2-3倍，因为游戏玩家投资了他们的计算机，而云提供商继续投资于他们的数据中心。Source: Yahoo Finance, Author's Calculations & Estimates忽略股票数量波动，收入增长几乎并驾齐驱。与去年的数字相比，两家公司的增长都较TTM放缓，但自2020年以来，与市场上的许多其他公司相比，它们的增长速度普遍过快。Source: Yahoo Finance, Author's Calculations & EstimatesNvidia和AMD的利润率都很高。甚至AMD 49%的较低毛利率也很出色，这说明了这些业务的盈利能力。这些利润率不仅对芯片公司有利，而且与几乎任何公司相比都非常好。Source: Yahoo Finance, Author's Calculations & Estimates按每股计算，两家公司在过去4年的毛利润增长幅度相似（且令人印象深刻），尽管Nvidia显示出一些放缓的迹象。稀释Source: Yahoo Finance, Authors Calculations & EstimatesSource: Yahoo Finance, Authors Calculations & Estimates.对这些公司有利的另一个因素是稀释，或者更确切地说，缺乏稀释。诚然，AMD在过去4年中发行了大约15万股，但与一些SaaS玩家相比，这算不了什么。Nvidia在维持其股票数量方面特别谨慎。在过去的4年里，股票数量只增加了35k，还不错。稀释并不总是一件坏事，但考虑到所有因素，我宁愿拥有更多的公司而不是更少的公司。这就是为什么我经常以每股为基础查看收入和毛利润。远期市盈率比较Source: Yahoo Finance, Authors Calculations & Estimates当我评估公司时，我喜欢采用几种方法。我最喜欢的两个是贴现现金流分析和比较同行之间的远期市盈率。Source: Yahoo Finance, Author's Calculations & Estimates正如你在上面的图表中所看到的，Nvidia拥有最高的远期市盈率，而像博通和高通这样的老牌同行则落后得多，更接近于10倍而不是30倍。AMD和德州仪器相对处于中间位置。仅从它们的远期市盈率来看，AMD看起来比Nvidia更有价值，但与一些增长较慢的同行相比，两者的价值可能仍被高估。折现现金流分析对于Nvidia和AMD，我在我的基础案例中使用了相同的假设，因为它们的收入和毛利润的历史增长率相似。在我的基本情况下，我预测Nvidia将在5年内达到惊人的$55B收入和超过$20的收益，这意味着在短短5年内规模将增加一倍以上。即使在这种乐观的情况下，股票似乎也只是以公允价值交易。Nvidia敏感性分析：AMD基础案例：就AMD而言，我认为收入增长到420亿美元，收益增长到110亿美元，同样是现在的两倍多。这能实现吗？也许吧，但这绝不是肯定的。对AMD来说，幸运的是，根据这个DCF，它的股价并不像Nvidia那样高。AMD的敏感度分析：由于其较低的估值，AMD的表现比Nvidia好一点，但我认为，作为投资者，其前景仍然不是特别吸引人。至少对于AMD来说，其较低的估值给了你比Nvidia更多的回旋余地，所以我会给他们这个机会。风险正如我在本文开头提到的，经济衰退或对经济衰退的恐惧，可能会损害他们的业务。鉴于所有的不确定性，再加上美联储加息，我认为这对这两家公司来说都是一个重大的下行风险。这些公司面临的另一个挑战是它们的规模。两家公司的市值都超过了1000亿美元，这可能会在它们继续增长时带来一些独特的挑战。公司有4种主要的资本使用方式，红利、回购、并购和内部项目。在所有内部项目获得资金后，在许多情况下，下一个最佳用途是并购。但是，正如我们从Nvidia收购ARM的失败中看到的那样，规模会阻碍并购的增长。由于并购对他们来说将变得越来越有挑战性，我预计他们的投资资本回报率将在长期内适度/减弱。结论Nvidia和AMD都是伟大的公司。他们创造了一些市场上最先进的计算芯片，并给他们的股东以丰厚的回报。随着它们的成长，它们都向游戏和个人计算之外的垂直领域进行了多元化发展，因此，进一步加强了它们业务的长期生存能力。但是，并非所有了不起的事情都能永远持续下去。尤其是游戏终端市场已经出现了特别强烈的放缓，因为消费者已经开始在现实世界的体验上花费更多，而不是在游戏中购买。由于其多元化的收入基础，Nvidia和AMD可以抵消来自数据中心和汽车的一些影响。对于Nvidia和AMD来说，我的观点是，供应受到限制但在改善，而需求强劲但可能在减弱。而且，在同行中估值最高，这并没有给错误留下多少缓冲的余地。我将Nvidia评为 \"表现不佳\"，一年期目标价格为88美元。我将AMD评为 \"中性\"，1年的目标价格为65美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912915034,"gmtCreate":1664747246429,"gmtModify":1676537499455,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912915034","repostId":"1115419515","repostType":4,"repost":{"id":"1115419515","kind":"news","pubTimestamp":1664704661,"share":"https://ttm.financial/m/news/1115419515?lang=&edition=fundamental","pubTime":"2022-10-02 17:57","market":"us","language":"zh","title":"美股9月“魔咒”再度应验，抛售何时将接近终点？","url":"https://stock-news.laohu8.com/highlight/detail?id=1115419515","media":"第一财经","summary":"恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应","content":"<div>\n<p>恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应恐波及全球，引发货币和债券市场的波动风险。然而另一方面，衍生品市场交易热度升温，大量资金博弈股指超跌反弹，即将公布的非农就业报告或成为未来一周市场震荡的导火索。美联储强化鹰派立场在上月美联储议息会议上...</p>\n\n<a href=\"https://www.yicai.com/news/101552952.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>美股9月“魔咒”再度应验，抛售何时将接近终点？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股9月“魔咒”再度应验，抛售何时将接近终点？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 17:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101552952.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应恐波及全球，引发货币和债券市场的波动风险。然而另一方面，衍生品市场交易热度升温，大量资金博弈股指超跌反弹，即将公布的非农就业报告或成为未来一周市场震荡的导火索。美联储强化鹰派立场在上月美联储议息会议上...</p>\n\n<a href=\"https://www.yicai.com/news/101552952.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.yicai.com/news/101552952.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115419515","content_text":"恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应恐波及全球，引发货币和债券市场的波动风险。然而另一方面，衍生品市场交易热度升温，大量资金博弈股指超跌反弹，即将公布的非农就业报告或成为未来一周市场震荡的导火索。美联储强化鹰派立场在上月美联储议息会议上，联邦公开市场委员会FOMC决定连续第三次加息75基点。与此同时，经济展望概要SEP中的政策预期变得越发强硬。值得注意的是，美联储内部在通胀问题上的重要共识也反映在了过去一周的公开讲话中。虽然美联储主席鲍威尔上周并未对货币政策发表观点，新任美联储副主席布雷纳德（Lael Brainard）的讲话确立了现阶段强硬的政策基调。她认为，在确定通胀在“非常高”的价格压力下有所放缓之前，货币政策可能会继续保持限制性。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，美联储的态度显示，他们决心推行限制性货币政策，直到通胀尽快回到2.0%的目标。预计利率在明年初触及本轮周期高位后将继续保持稳定，直到增长放缓和通胀降低为2024年的降息留出空间。最新公布的数据也为美联储的行动提供了支持，首先通胀压力依然高涨，作为最关注的通胀指标之一，美国8月个人消费支出物价指数PCE涨幅超过市场预期。其次，劳动力市场表现健康，最新初请失业金人数降至19.3万，创今年4月以来新低，这与美联储希望看到的正好相反，火热的就业环境可能成为推高通胀的潜在风险。10月7日美国将公布9月非农就业报告，一旦就业数据超预期或进一步加剧外界对于政策过度收紧的担忧。施瓦茨告诉记者，消费者仍在支撑经济。尽管价格高企且不断上涨，但个人消费小幅增长，这得益于强劲的就业市场和不断增长的收入。美联储显然不会对最新收入和支出报告中的价格指标感到满意，因此他们有强烈的动机继续加息，直到通胀趋势被打破。政策预期也继续推高美债收益率，与利率关联密切的2年期美债收益率站上4.2%，基准10年期美债收益率则突破3.8%关口。芝商所CME利率观察工具FedWatch显示，11月加息75基点和12月加息50基点的概率均略超过50%。施瓦茨认为，在通胀压力持续居高不下的情况下，预计美联储将在年底前将利率再提高125个基点。他认为，美国下半年经济增长将出现温和反弹，但持续高通胀、更积极的美联储货币政策紧缩、全球经济活动放缓的负面溢出效应以及企业盈利疲软，这些因素将推动美国经济在2023年上半年进入温和衰退。与此同时，金融市场动荡加剧，也给增长前景带来了下行风险。超跌反弹临近但风险犹存受通胀高烧不退的影响，8月以来美联储对加息的激进立场将美股进一步推入熊市，三大股指已经连续第三个季度下跌。个股表现持续低迷。据财经数据供应商FactSet的统计，标普500指数中有96家公司的股价触及52周新低，B.Riley Wealth首席市场策略师霍根（Art Hogan）表示：“如果要止跌，我们需要看到的是通胀显著降低，但现在还没有出现。因此这不会改变一直推动股市下跌的局面，也不会改变投资者情绪的反应。”除了对货币政策的担忧以外，多份业绩预警也引发了广泛关注。近一周来，耐克和嘉年华均在财报中提及了与通胀相关的利润压力。美国最大内存芯片制造商美光科技上季度营收同比下降约20%至66.4亿美元，为2020年疫情以来首次下降，并发布了疲弱的业绩指引。与此同时，大型科技股的经营也受到了经济压力的影响。苹果因需求放缓放弃了今年增产iPhone 14的计划，公司现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。脸书母公司 Meta Platform则宣布Meta冻结招聘，并将进行人员和团队重组，并削减成本和转移优先事项。股指波动环境下，CBOE恐慌指数VIX上周收于31.62，连续第二周处于30关口上方。衍生品交易再度活跃，根据嘉信理财提供的数据，9月以来美股期权日均交易量达到了4330万份，逼近去年11月创下的历史峰值。嘉信理财交易和衍生品董事总经理弗雷德里克（Randy Frederick）认为，过去一周，恐慌指数VIX看涨期权未平仓量环比增加13.3%，看跌期权未平仓量增长25%，变动幅度是正常水平的5倍至10倍，显示出随着波动性高位运行，资金开始博弈超跌反弹。标普500指数10月表现统计（资料来源：道琼斯市场）历史数据显示，10月美股有望迎来企稳回升，特别是在经历了大幅杀跌后的情况下。道琼斯市场数据统计发现，自标普指数创立以来，9月下跌了7%或以上的情况共11次，接下来的10月指数平均上涨0.53%，中位数上涨1.81%。不过潜在的反弹预期并不意味着风险已经远去。美银证券首席投资策略师哈特内特（Michael Hartnett）表示，包括美国股票、存托凭证和房地产投资信托等的纽约证交所综合指数已经跌破了多个关键技术支撑位，这其中包括200周移动平均线、2018年和2020年高点等。目前的亏损局面可能会迫使基金出售更多资产以筹集现金，从而陷入“螺旋抛售”。哈特内特预计标普500指数年内可能将先考验3333点，在那之后美股会迎来短暂反弹，但真正低点要到明年第一季度才会触及，届时美国经济衰退和信贷冲击将导致收益率、美元和美联储的鹰派态度自顶峰出现拐点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911322218,"gmtCreate":1664149656535,"gmtModify":1676537396107,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911322218","repostId":"2270047825","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044094875,"gmtCreate":1656670675197,"gmtModify":1676535874549,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044094875","repostId":"1199323519","repostType":4,"repost":{"id":"1199323519","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656670093,"share":"https://ttm.financial/m/news/1199323519?lang=&edition=fundamental","pubTime":"2022-07-01 18:08","market":"us","language":"zh","title":"蔚来6月交付量为12961辆，同比增长60.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199323519","media":"老虎资讯综合","summary":"7月1日，蔚来公布2022年6月交付量，共交付新车12,961台，同比增长60.3%，创月度交付量新高。2022年第二季度蔚来累计交付新车25,059台，同比增长14.4%，连续9个季度同比正增长，超","content":"<html><head></head><body><p>7月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公布2022年6月交付量，共交付新车12,961台，同比增长60.3%，创月度交付量新高。2022年第二季度<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>累计交付新车25,059台，同比增长14.4%，连续9个季度同比正增长，超2022年二季度交付指引。2022年1-6月，蔚来交付新车50,827台，同比增长21.1%。蔚来车辆累计已交付217,897台。</p><p>6月，蔚来供应链和整车生产已全面恢复，上海等地的交付工作步入正轨；接下来，位于新桥<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车产业园区的蔚来第二生产基地也将于第三季度正式投产。6月中旬，蔚来发布智能电动中大型SUV ES7以及搭载Alder·赤杨智能系统的ES8、ES6、EC6，以上车型均将于8月开启交付。</p><p><img src=\"https://static.tigerbbs.com/cf75bb90c254eeaeab3b29adf71c4cb1\" tg-width=\"1536\" tg-height=\"3325\" referrerpolicy=\"no-referrer\"/></p><p>蔚来盘前直线拉升，均涨超2%。</p><p><img src=\"https://static.tigerbbs.com/46ab8327a6e6bb9b12086004a6266590\" tg-width=\"889\" tg-height=\"824\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来6月交付量为12961辆，同比增长60.3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来6月交付量为12961辆，同比增长60.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-07-01 18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公布2022年6月交付量，共交付新车12,961台，同比增长60.3%，创月度交付量新高。2022年第二季度<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>累计交付新车25,059台，同比增长14.4%，连续9个季度同比正增长，超2022年二季度交付指引。2022年1-6月，蔚来交付新车50,827台，同比增长21.1%。蔚来车辆累计已交付217,897台。</p><p>6月，蔚来供应链和整车生产已全面恢复，上海等地的交付工作步入正轨；接下来，位于新桥<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车产业园区的蔚来第二生产基地也将于第三季度正式投产。6月中旬，蔚来发布智能电动中大型SUV ES7以及搭载Alder·赤杨智能系统的ES8、ES6、EC6，以上车型均将于8月开启交付。</p><p><img src=\"https://static.tigerbbs.com/cf75bb90c254eeaeab3b29adf71c4cb1\" tg-width=\"1536\" tg-height=\"3325\" referrerpolicy=\"no-referrer\"/></p><p>蔚来盘前直线拉升，均涨超2%。</p><p><img src=\"https://static.tigerbbs.com/46ab8327a6e6bb9b12086004a6266590\" tg-width=\"889\" tg-height=\"824\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"BK6125":"汽车制造商","BK4099":"汽车制造商","09866":"蔚来-SW","BK4534":"瑞士信贷持仓","BK4509":"腾讯概念","BK1119":"汽车制造商","BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","5RE.SI":"智能","BK1588":"回港中概股","BK6092":"保健护理机构","NIO.SI":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO":"蔚来","BK6511":"医疗保健服务概念","BK4555":"新能源车","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4574":"无人驾驶"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199323519","content_text":"7月1日，蔚来公布2022年6月交付量，共交付新车12,961台，同比增长60.3%，创月度交付量新高。2022年第二季度蔚来累计交付新车25,059台，同比增长14.4%，连续9个季度同比正增长，超2022年二季度交付指引。2022年1-6月，蔚来交付新车50,827台，同比增长21.1%。蔚来车辆累计已交付217,897台。6月，蔚来供应链和整车生产已全面恢复，上海等地的交付工作步入正轨；接下来，位于新桥智能电动汽车产业园区的蔚来第二生产基地也将于第三季度正式投产。6月中旬，蔚来发布智能电动中大型SUV ES7以及搭载Alder·赤杨智能系统的ES8、ES6、EC6，以上车型均将于8月开启交付。蔚来盘前直线拉升，均涨超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057983936,"gmtCreate":1655449529625,"gmtModify":1676535642289,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"play with tiger","listText":"play with tiger","text":"play with 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This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi\n \n","listText":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","text":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022524674","isVote":1,"tweetType":2,"object":{"id":"97af7069aa6440eab7c85601f72b41b1","tweetId":"9022524674","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/5836ee3f387702302012189230/1IRQdazMc4YA.mp4","poster":"https://community-static.tradeup.com/news/f2462b20b2a9a2483ae56cbb54dcb2a7"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055775004,"gmtCreate":1655328234108,"gmtModify":1676535612034,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055775004","repostId":"1154443995","repostType":4,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055772231,"gmtCreate":1655328219823,"gmtModify":1676535612019,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055772231","repostId":"1149439450","repostType":4,"repost":{"id":"1149439450","kind":"news","pubTimestamp":1655366402,"share":"https://ttm.financial/m/news/1149439450?lang=&edition=fundamental","pubTime":"2022-06-16 16:00","market":"us","language":"en","title":"Tesla Stock: Long-Term Hypothesis Boosted by Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=1149439450","media":"TipRanks","summary":"Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the comp","content":"<div>\n<p>Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Stock: Long-Term Hypothesis Boosted by Stock Split</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 Stock: Long-Term Hypothesis Boosted by Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149439450","content_text":"Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split significantly adds to its attractiveness.Tesla (TSLA) is the world’s biggest automaker by market cap, but where does it stand today? Tesla’s shares shed around 9% on Friday after Musk shared his concerns regarding the economic meltdown with employees. TSLA stock took another hit on Monday and dropped by 4.8%. These shocks, though, will have little impact on Tesla’s long-term growth story.Growth stocks such as TSLA continue to struggle due to the continual increase in inflation rates. High inflation has resulted in the highest interest rates in years, leading to a healthy increase in the cost of car loans.The Oracle Of Omaha, Warren Buffet, has repeatedly mentioned that “interest rates act as a gravity to asset prices,” which happens to be the cause of the TSLA’s suffering.Nevertheless, Tesla has been one of the largest automotive companies. It consistently reported market-beating results and has been the pick of the EV stocks. Over the past five years, its revenues have grown over 53.44% with a healthy increase in earnings. Results of late have also been stellar, with year-over-year improvement in sales at over 73%. Moreover, its free cash flow margin has also improved by triple-digits.However, is inflation the only reason TSLA has declined? Or is there more to the downside of the stock than just the high inflation and higher interest rates? Let’s take a look.On TipRanks, TSLA scores a 2 out of 10 on the Smart Score spectrum. This indicates a high potential for the stock to underperform the broader market.Employee Layoffs – Bad News for TeslaNews website, Electrek, acquired a leaked email that Musk shared with company employees. The email showed that Tesla had a “tough quarter” and that the company planned to downsize the workforce by 10%.The email also mentioned that the company planned to “pause hiring worldwide,” which entails that Tesla will significantly reduce the thousands of open positions it was advertising when the email was dispatched.In contrast, it is interesting to note that Tesla isn’t new to layoffs. The company reduced the workforce by 7% in 2019 and managed to sustain incredible growth. Given how Tesla dealt with layoffs earlier, there’s a probability that the company might benefit from the downsizing.Along with this, China’s decision to extend the lockdown has created supply chain issues for Tesla, and Musk is evidently ringing the panic button on the U.S. economy. However, the company is of the belief that China will ease lockdowns that will rectify the demand-supply imbalance.A Brighter FutureRecently, Tesla submitted an annual proxy statement and released its proposal for a 3 for 1 stock split. The stock split is intended to allow for employees to more easily scoop up company shares. In addition, Tesla believes that this decision will reset the common stock price and make it more accessible to individual tradersMany companies use stock splits when stock prices are exorbitant, such as the case with Tesla. TSLA stock had been trading at a nosebleed valuation which had made it almost uninvestable. The recent market downturn has reduced the frothiness of the EV market, and the stock split will further reduce the stock price to more attractive levels.Furthermore, Musk plans on utilizing Tesla shares to acquire Twitter and reduce his stake in the company to augment financing. The stock split will have little to no impact on Tesla’s fundamentals, but it will allow investors to buy the stock by stabilizing the share price.Wall Street’s TakeTurning to Wall Street, TSLA stock maintains a Moderate Buy rating. Out of 30 total analyst ratings; 16 Buys, eight Holds, and six Sell ratings were assigned over the past three months.The average TSLA price target is $917.10, implying 38.39% upside potential. Analyst price targets range from a low of $67 per share to a high of $1,580 per share.Bottom Line – Is Tesla a Buy?Tesla is expected to grow sales and experience rapid growth in the next 12 months. In the first quarter of 2022, Tesla enjoyed an earnings per share of $3.22, with sales rising by 81%. Moreover, with the substantial reduction in its stock price, it offers an attractive risk/reward.Aside from the supply chain issues and Musk’s rocky Twitter acquisition saga, the volatility in the U.S. economy has affected TSLA. Moreover, its lofty price multiples haven’t helped either. Nevertheless, the EV titan’s long-term bull case remains intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055772984,"gmtCreate":1655328195648,"gmtModify":1676535612004,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055772984","repostId":"1176174206","repostType":4,"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055776410,"gmtCreate":1655328181130,"gmtModify":1676535611996,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055776410","repostId":"1119171581","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055776878,"gmtCreate":1655328171894,"gmtModify":1676535611981,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055776878","repostId":"1128042078","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055776900,"gmtCreate":1655328161300,"gmtModify":1676535611990,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055776900","repostId":"1156507730","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055778449,"gmtCreate":1655328150481,"gmtModify":1676535611980,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055778449","repostId":"2243494679","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055385821,"gmtCreate":1655247370263,"gmtModify":1676535592087,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055385821","repostId":"1150494300","repostType":4,"repost":{"id":"1150494300","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":1655215530,"share":"https://ttm.financial/m/news/1150494300?lang=&edition=fundamental","pubTime":"2022-06-14 22:05","market":"us","language":"en","title":"Crypto Stocks Turned up in Morning Trading, With BTCM Rising Nearly 9% and Bit Digital Rising Nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150494300","media":"Tiger Newspress","summary":"Crypto stocks turned up in morning trading, with BTCM rising nearly 9% and Bit Digital rising nearly","content":"<html><head></head><body><p>Crypto stocks turned up in morning trading, with BTCM rising nearly 9% and Bit Digital rising nearly 5%.<img src=\"https://static.tigerbbs.com/ae8f161318e904f1400f9760f63c7b4e\" tg-width=\"320\" tg-height=\"237\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Stocks Turned up in Morning Trading, With BTCM Rising Nearly 9% and Bit Digital Rising Nearly 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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\">\nCrypto Stocks Turned up in Morning Trading, With BTCM Rising Nearly 9% and Bit Digital Rising Nearly 5%\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\">2022-06-14 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks turned up in morning trading, with BTCM rising nearly 9% and Bit Digital rising nearly 5%.<img src=\"https://static.tigerbbs.com/ae8f161318e904f1400f9760f63c7b4e\" tg-width=\"320\" tg-height=\"237\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTCM":"BIT Mining","BTBT":"Bit Digital, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150494300","content_text":"Crypto stocks turned up in morning trading, with BTCM rising nearly 9% and Bit Digital rising nearly 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055385108,"gmtCreate":1655247359804,"gmtModify":1676535592079,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055385108","repostId":"1157986492","repostType":4,"repost":{"id":"1157986492","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":1655215208,"share":"https://ttm.financial/m/news/1157986492?lang=&edition=fundamental","pubTime":"2022-06-14 22:00","market":"us","language":"en","title":"Meme Stocks Bounced Back in Morning Trading, With Nokia Rising Nearly 4% and Palantir Rising Over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1157986492","media":"Tiger Newspress","summary":"Meme stocks bounced back in morning trading, with Nokia rising nearly 4% and Palantir rising over 2%","content":"<html><head></head><body><p>Meme stocks bounced back in morning trading, with Nokia rising nearly 4% and Palantir rising over 2%. <img src=\"https://static.tigerbbs.com/68a688928a25456043ffcad348e7e06a\" tg-width=\"317\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme Stocks Bounced Back in Morning Trading, With Nokia Rising Nearly 4% and Palantir Rising Over 2%</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 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class=\"title\">\nMeme Stocks Bounced Back in Morning Trading, With Nokia Rising Nearly 4% and Palantir Rising Over 2%\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\">2022-06-14 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme stocks bounced back in morning trading, with Nokia rising nearly 4% and Palantir rising over 2%. <img src=\"https://static.tigerbbs.com/68a688928a25456043ffcad348e7e06a\" tg-width=\"317\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157986492","content_text":"Meme stocks bounced back in morning trading, with Nokia rising nearly 4% and Palantir rising over 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055385323,"gmtCreate":1655247349162,"gmtModify":1676535592085,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055385323","repostId":"1159529132","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055382402,"gmtCreate":1655247321706,"gmtModify":1676535592070,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055382402","repostId":"2243089386","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055382163,"gmtCreate":1655247301852,"gmtModify":1676535592055,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055382163","repostId":"2243608219","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055382991,"gmtCreate":1655247286613,"gmtModify":1676535592057,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055382991","repostId":"1198568488","repostType":4,"repost":{"id":"1198568488","kind":"news","pubTimestamp":1655218980,"share":"https://ttm.financial/m/news/1198568488?lang=&edition=fundamental","pubTime":"2022-06-14 23:03","market":"us","language":"en","title":"6 Dividend Stocks to Buy Yielding 5% or More","url":"https://stock-news.laohu8.com/highlight/detail?id=1198568488","media":"InvestorPlace","summary":"These six stocks have yields of 5% or more and have enough earnings or cash flow to cover their divi","content":"<html><head></head><body><ul><li>These six stocks have yields of 5% or more and have enough earnings or cash flow to cover their dividend payments. This makes the stocks&#39; price action more secure, as those without sufficient cash flow tend to decline.</li><li><b>Gladstone Capital</b>(<b><u>GLAD</u></b>): This business development corporation (BDC) is comfortably able to pay out its dividend.</li><li><b>Prospect Capital</b>(<b><u>PSEC</u></b>): Another BDC, Prospect Capital&#39;s adjusted portfolio yield is in a healthy position.</li><li><b>New Mountain Finance</b>(<b><u>NMFC</u></b>): This is a private equity/buyouts and lending BDC with an attractive yield.</li><li><b>Verizon Communications</b>(<b><u>VZ</u></b>): This 5G wireless company now yields just over 5%, and its stock is cheap on a price-to-earnings basis.</li><li><b>AT&amp;T</b>(<b><u>T</u></b>): A high yield in its sector and a concluded spin-off are two reasons to buy T stock.</li><li><b>BCE</b>(<b><u>BCE</u></b>): This Canadian telecom has announced a solid dividend for the rest of the year.</li></ul><p>These six dividend stocks are very attractive because they have yields of over 5%. But they are also good investments, as the companies earn more on a monthly yield basis than the dividends they pay out to shareholders.</p><p>This latter point is very important. Often business development companies, which are a mix of a lender to small companies and a private equity firm, pay dividends that they cannot afford. In fact, they end up calling these “distributions” rather than dividends, since the amount that they can’t afford is actually a return of capital (ROC).</p><p>In the end, high-yield ROC stocks tend to fall in price. This is because you can’t fool the market. It knows that a company’s cash flow or weighted-average yield does not cover the dividend payments. The stocks on our list don’t have this problem, and this makes their stock price performance more secure.</p><p>Let’s dive in and look at these dividend stocks.</p><p><b>Gladstone Capital (GLAD)</b></p><p><b>Dividend Yield: 7.3%</b></p><p><b>Gladstone Capital</b>(NASDAQ:<b><u>GLAD</u></b>) is a business development corporation (BDC), which is sort of like a bank that makes loans to companies. It makes loans, collects the interest and pays it out to shareholders after deducting admin costs. The key here is whether the amount it earns in interest is greater than what it pays out.</p><p>Right now, its dividend at 81 cents per share yields 7.3% at today’s price of $10.40. But more importantly, its weighted-average yield earned by the company was 10.3% in the last six months. This can be seen on page 49 of the 10-Qand also in its second quarter fiscal earnings press release on May 3.</p><p>This is higher than the company’s current 7.3% yield to investors. But to make this comparison more exact, we need to adjust for the fact that GLAD stock is 9.6% over the company’s net asset value (NAV). As of March 31, the book value or net assets, after deducting all liabilities, is$9.49 per share.</p><p>Since investors are paying more than the NAV, we have to reduce the company’s 10.3% weighted average. The equivalent yield earned by the company is 9.4%. This is calculated by dividing 10.3% by 1.096. This more than covers the 7.3% yield.</p><p>One more thing. This company pays out monthly dividends. That makes this one of the more attractive dividend stocks on this list.</p><p><b>Prospect Capital (PSEC)</b></p><p><b>Dividend Yield: 9.5%</b></p><p><b>Prospect Capital Corporation</b>(NASDAQ:<b><u>PSPC</u></b>) is also another BDC. The stock yields 9.5% annually and pays out its dividends on a monthly basis. The annualized yield of its investments for the last nine months at the end of Q3 was 8.4%. In addition, its price at $7.21 price is just 67% of its $10.81 NAV at the end of 2021.</p><p>After adjusting for its 67% price-to-NAV ratio, the adjusted portfolio yield is 12.5%. This is much higher than its 8.1% distribution yield to investors.</p><p>As a result, investors in Prospect Capital should be confident that the company can keep paying its high 9.5% dividend yield. Of course, as the price rises, the yield will fall, and the spread of the company’s portfolio yield over the yield to investors will narrow.</p><p><b>New Mountain Finance (NMFC)</b></p><p><b>Dividend Yield: 9.5%</b></p><p>New Mountain Finance Corp is a BDC that focuses on private equity buyouts and related loans and general lending to middle-market firms. The stock is very attractive as it yields 9.5%, and this appears to be covered by its portfolio investment yield.</p><p>Moreover, at $12.17, NMFC stock trades for just 90% of its NAV at $13.56 per share as of March 31. That alone makes this a good investment worth buying.</p><p>In addition, New Mountain Finance generates enough income to cover its payments. One way to see is that the company reports that its yield-to-maturity at cost is approximately 9.8%. That is higher than the 9.5% dividend yield to investors.</p><p>Moreover, after adjusting this figure for the 93.4% price-to-NAV, the adjusted portfolio yield is 11%. In other words, by buying below the book value, the investment yield is below the portfolio yield on a comparable adjusted basis of about 150 basis points.</p><p>This makes NMFC stock one of the better dividend stocks on this list.</p><p><b>Verizon (VZ)</b></p><p><b>Yield: 5%</b></p><p><b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>) is a 5G wireless company that now yields 5% with its annual $2.56 annual dividend payment.</p><p>Verizon is likely to declare another dividend increase at its next dividend announcement sometime at the end of August. This is because it has now paid the same 64-cent quarterly dividend for the past three quarters(with another payout coming up in July) and for the past 18 years, Verizon has raised its dividend.</p><p>VZ stock is also cheap at 9.4 times earnings, according to <i>Seeking Alpha</i>. And since earnings are forecast to grow 3.1% in 2023 to $5.57, its price-to-earnings (P/E) multiple falls to 9.12 times.</p><p>This also shows that the $5.57 earnings per share (EPS) estimate for 2023 is more than sufficient to cover the annual $2.56 dividend payment and increase that might occur.</p><p>This makes VZ one of the best dividend stocks out there right now. That is especially the case, since it is an operating company and not a business development company. An operating company has a much more robust revenue and expense reality than a BDC.</p><p><b>AT&amp;T (T)</b></p><p><b>Dividend Yield: 5.4%</b></p><p><b>AT&amp;T</b>(NYSE:<b><u>T</u></b>) has completed the spinoff of its WarnerMedia division and merged it with Discovery to form <b>Warner Bros Discovery</b>(NASDAQ:<b><u>WBD</u></b>). This makes it a pure wireless telecom stock with earnings set to hit $2.56 per share this year and $2.52 in 2023, its first full year on a standalone basis.</p><p>AT&amp;T’s $1.11 dividend per share provides a yield of 5.4% at today’s price. This also makes T stock one of the highest-yielding telecom dividend stocks.</p><p>The company’s earnings are partially depressed by the spinoff costs and its reorganization and cost-cutting as a focused wireless company. That should improve over the next several years. Therefore, investors can expect that this will be one of the better dividend stocks.</p><p><b>Dividend Stocks: BCE (BCE)</b></p><p><b>Dividend Yield: 5.5%</b></p><p><b>BCE</b>(NYSE:<b><u>BCE</u></b>) is a Canadian telecom, media and internet broadband company. Analysts forecast that earnings will hit $2.66 this year, up 11% from $2.39 last year. Moreover, they forecast a 5.6% higher EPS in 2023 to $2.81.</p><p>BCE’s dividend is paid in CAD. In 2021, it paid 3.50 CAD, currently the equivalent of $2.71.</p><p>There is no guesswork here. The company has already posted that it plans on paying92 cents CADquarterly for the next three quarters. Given that the U.S. dollar exchange rate is currently 78 cents per CAD, that approximates 71 cents and change before any fees.</p><p>Nevertheless, this just barely meets the cutoff criteria, as its payout ratio is about 100% (maybe slightly over that). That makes it one of the viable dividend stocks on this list.</p></body></html>","source":"lsy1606302653667","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>6 Dividend Stocks to Buy Yielding 5% or More</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\">\n6 Dividend Stocks to Buy Yielding 5% or More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/6-dividend-stocks-to-buy-yielding-5-or-more/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These six stocks have yields of 5% or more and have enough earnings or cash flow to cover their dividend payments. This makes the stocks' price action more secure, as those without sufficient cash ...</p>\n\n<a href=\"https://investorplace.com/2022/06/6-dividend-stocks-to-buy-yielding-5-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSEC":"普罗斯佩克特资本","T":"美国电话电报","BCE":"加拿大贝尔","VZ":"威瑞森","GLAD":"格拉德斯通资本","NMFC":"New Mountain Finance Corp"},"source_url":"https://investorplace.com/2022/06/6-dividend-stocks-to-buy-yielding-5-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198568488","content_text":"These six stocks have yields of 5% or more and have enough earnings or cash flow to cover their dividend payments. This makes the stocks' price action more secure, as those without sufficient cash flow tend to decline.Gladstone Capital(GLAD): This business development corporation (BDC) is comfortably able to pay out its dividend.Prospect Capital(PSEC): Another BDC, Prospect Capital's adjusted portfolio yield is in a healthy position.New Mountain Finance(NMFC): This is a private equity/buyouts and lending BDC with an attractive yield.Verizon Communications(VZ): This 5G wireless company now yields just over 5%, and its stock is cheap on a price-to-earnings basis.AT&T(T): A high yield in its sector and a concluded spin-off are two reasons to buy T stock.BCE(BCE): This Canadian telecom has announced a solid dividend for the rest of the year.These six dividend stocks are very attractive because they have yields of over 5%. But they are also good investments, as the companies earn more on a monthly yield basis than the dividends they pay out to shareholders.This latter point is very important. Often business development companies, which are a mix of a lender to small companies and a private equity firm, pay dividends that they cannot afford. In fact, they end up calling these “distributions” rather than dividends, since the amount that they can’t afford is actually a return of capital (ROC).In the end, high-yield ROC stocks tend to fall in price. This is because you can’t fool the market. It knows that a company’s cash flow or weighted-average yield does not cover the dividend payments. The stocks on our list don’t have this problem, and this makes their stock price performance more secure.Let’s dive in and look at these dividend stocks.Gladstone Capital (GLAD)Dividend Yield: 7.3%Gladstone Capital(NASDAQ:GLAD) is a business development corporation (BDC), which is sort of like a bank that makes loans to companies. It makes loans, collects the interest and pays it out to shareholders after deducting admin costs. The key here is whether the amount it earns in interest is greater than what it pays out.Right now, its dividend at 81 cents per share yields 7.3% at today’s price of $10.40. But more importantly, its weighted-average yield earned by the company was 10.3% in the last six months. This can be seen on page 49 of the 10-Qand also in its second quarter fiscal earnings press release on May 3.This is higher than the company’s current 7.3% yield to investors. But to make this comparison more exact, we need to adjust for the fact that GLAD stock is 9.6% over the company’s net asset value (NAV). As of March 31, the book value or net assets, after deducting all liabilities, is$9.49 per share.Since investors are paying more than the NAV, we have to reduce the company’s 10.3% weighted average. The equivalent yield earned by the company is 9.4%. This is calculated by dividing 10.3% by 1.096. This more than covers the 7.3% yield.One more thing. This company pays out monthly dividends. That makes this one of the more attractive dividend stocks on this list.Prospect Capital (PSEC)Dividend Yield: 9.5%Prospect Capital Corporation(NASDAQ:PSPC) is also another BDC. The stock yields 9.5% annually and pays out its dividends on a monthly basis. The annualized yield of its investments for the last nine months at the end of Q3 was 8.4%. In addition, its price at $7.21 price is just 67% of its $10.81 NAV at the end of 2021.After adjusting for its 67% price-to-NAV ratio, the adjusted portfolio yield is 12.5%. This is much higher than its 8.1% distribution yield to investors.As a result, investors in Prospect Capital should be confident that the company can keep paying its high 9.5% dividend yield. Of course, as the price rises, the yield will fall, and the spread of the company’s portfolio yield over the yield to investors will narrow.New Mountain Finance (NMFC)Dividend Yield: 9.5%New Mountain Finance Corp is a BDC that focuses on private equity buyouts and related loans and general lending to middle-market firms. The stock is very attractive as it yields 9.5%, and this appears to be covered by its portfolio investment yield.Moreover, at $12.17, NMFC stock trades for just 90% of its NAV at $13.56 per share as of March 31. That alone makes this a good investment worth buying.In addition, New Mountain Finance generates enough income to cover its payments. One way to see is that the company reports that its yield-to-maturity at cost is approximately 9.8%. That is higher than the 9.5% dividend yield to investors.Moreover, after adjusting this figure for the 93.4% price-to-NAV, the adjusted portfolio yield is 11%. In other words, by buying below the book value, the investment yield is below the portfolio yield on a comparable adjusted basis of about 150 basis points.This makes NMFC stock one of the better dividend stocks on this list.Verizon (VZ)Yield: 5%Verizon Communications(NYSE:VZ) is a 5G wireless company that now yields 5% with its annual $2.56 annual dividend payment.Verizon is likely to declare another dividend increase at its next dividend announcement sometime at the end of August. This is because it has now paid the same 64-cent quarterly dividend for the past three quarters(with another payout coming up in July) and for the past 18 years, Verizon has raised its dividend.VZ stock is also cheap at 9.4 times earnings, according to Seeking Alpha. And since earnings are forecast to grow 3.1% in 2023 to $5.57, its price-to-earnings (P/E) multiple falls to 9.12 times.This also shows that the $5.57 earnings per share (EPS) estimate for 2023 is more than sufficient to cover the annual $2.56 dividend payment and increase that might occur.This makes VZ one of the best dividend stocks out there right now. That is especially the case, since it is an operating company and not a business development company. An operating company has a much more robust revenue and expense reality than a BDC.AT&T (T)Dividend Yield: 5.4%AT&T(NYSE:T) has completed the spinoff of its WarnerMedia division and merged it with Discovery to form Warner Bros Discovery(NASDAQ:WBD). This makes it a pure wireless telecom stock with earnings set to hit $2.56 per share this year and $2.52 in 2023, its first full year on a standalone basis.AT&T’s $1.11 dividend per share provides a yield of 5.4% at today’s price. This also makes T stock one of the highest-yielding telecom dividend stocks.The company’s earnings are partially depressed by the spinoff costs and its reorganization and cost-cutting as a focused wireless company. That should improve over the next several years. Therefore, investors can expect that this will be one of the better dividend stocks.Dividend Stocks: BCE (BCE)Dividend Yield: 5.5%BCE(NYSE:BCE) is a Canadian telecom, media and internet broadband company. Analysts forecast that earnings will hit $2.66 this year, up 11% from $2.39 last year. Moreover, they forecast a 5.6% higher EPS in 2023 to $2.81.BCE’s dividend is paid in CAD. In 2021, it paid 3.50 CAD, currently the equivalent of $2.71.There is no guesswork here. The company has already posted that it plans on paying92 cents CADquarterly for the next three quarters. Given that the U.S. dollar exchange rate is currently 78 cents per CAD, that approximates 71 cents and change before any fees.Nevertheless, this just barely meets the cutoff criteria, as its payout ratio is about 100% (maybe slightly over that). That makes it one of the viable dividend stocks on this list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9055775004,"gmtCreate":1655328234108,"gmtModify":1676535612034,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055775004","repostId":"1154443995","repostType":4,"repost":{"id":"1154443995","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":1655306328,"share":"https://ttm.financial/m/news/1154443995?lang=&edition=fundamental","pubTime":"2022-06-15 23:18","market":"us","language":"en","title":"U.S. Stocks Remained High in Morning Trading, Nasdaq Index Jumped Over 1% While Dow Jones, S&P 500 Rose Less than 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154443995","media":"Tiger Newspress","summary":"U.S. Stocks Remained High in Morning Trading. Nasdaq Index jumped 1.43%; Dow Jones rose 0.4% while S","content":"<html><head></head><body><p>U.S. Stocks Remained High in Morning Trading. Nasdaq Index jumped 1.43%; Dow Jones rose 0.4% while S&amp;P 500 rose 0.77%.<img src=\"https://static.tigerbbs.com/23cffa6136684b9163e953d538d76172\" tg-width=\"524\" tg-height=\"118\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Remained High in Morning Trading, Nasdaq Index Jumped Over 1% While Dow Jones, S&P 500 Rose Less than 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\nU.S. Stocks Remained High in Morning Trading, Nasdaq Index Jumped Over 1% While Dow Jones, S&P 500 Rose Less than 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-15 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stocks Remained High in Morning Trading. Nasdaq Index jumped 1.43%; Dow Jones rose 0.4% while S&amp;P 500 rose 0.77%.<img src=\"https://static.tigerbbs.com/23cffa6136684b9163e953d538d76172\" tg-width=\"524\" tg-height=\"118\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154443995","content_text":"U.S. Stocks Remained High in Morning Trading. Nasdaq Index jumped 1.43%; Dow Jones rose 0.4% while S&P 500 rose 0.77%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055776900,"gmtCreate":1655328161300,"gmtModify":1676535611990,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055776900","repostId":"1156507730","repostType":4,"repost":{"id":"1156507730","kind":"news","pubTimestamp":1655322036,"share":"https://ttm.financial/m/news/1156507730?lang=&edition=fundamental","pubTime":"2022-06-16 03:40","market":"us","language":"en","title":"Nasdaq, S&P 500, Dow Jones Race Higher As Fed's Powell Touts Front-Loading Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1156507730","media":"Seeking Alpha","summary":"Stocks are bouncing back Wednesday, rallying as Fed Chairman Jay Powell said another hike of75 basis","content":"<html><head></head><body><p>Stocks are bouncing back Wednesday, rallying as Fed Chairman Jay Powell said another hike of75 basis pointsis possible in July.</p><p>The Nasdaq (COMP.IND)+3.12%, S&amp;P 500 (SP500)+2.15%and Dow (DJI),+1.51%, are solidly higher after struggling to hold gains going into Powell&#39;spress conference.</p><p>Rates are moving back around lows. The 10-year Treasury yield is down 10 basis points to 3.38% and the 2-year is down 11 basis points to 3.33%. Both had been down more than 10 basis points before the decision.</p><p>Powell said that hikes of 75 basis points would not be &#34;common,&#34; but that the FOMC was looking at a choice between 75 and 50 in July, which would bring rates to a &#34;more normal range&#34; and give the Fed more flexibility.</p><p>Fed watchers also took notice when he said the Fed was &#34;determined&#34; to keep inflation expectations around 2%.</p><p>The ramp up in the Fed&#39;s dot plot of economic expectations may have worried equity investors. The year-end median expecation for the fed funds rate shot up to 3.4% and 3.8% in 2023.</p><p>That would require hikes of 50 basis points through the rest of the year.</p><p>Projections also have inflation coming down to 5.2% by the end of 2022.</p><p>&#34;We have never had a period where inflation has come down by more than 2% without having a recession,&#34; Guggenheim&#39;s Scott Minderd said on Bloomberg TV. &#34;So if those numbers are real and that&#39;s what&#39;s going to happen, we are destined for a recession.&#34;</p><p>Earlier, stock rose after major European indexes popped as the ECB called an emergency policy meeting where the central bank instructed staff to create a new tool to address yield fragmentation.</p><p>&#34;Not exactly a bazooka,&#34; economics lecturer Daniel McLaughlin tweeted. &#34;The ECB called an emergency meeting this AM, so explicitly acknowledging that fragmentation is already there in the EA, and said it would reinvest the PEPP flexibly (as it said it could last week) and has set up committees to come up with something else.&#34;</p><p>Before the bell the market digested weak May retail sales numbers. Sales fell 0.3%, compared with forecasts for a rise of 0.1%, while April&#39;s figure was revised down.</p><p>The retail control group, which goes into GDP calculations, was flat.</p><p>The &#34;factors that have sustained spending thus far are getting near the end of their rope, and we are increasingly concerned that goods spending will slow sharply and that will be particularly evident in retail sales which is mostly a measure of goods spending,&#34; Wells Fargo said.</p><p>Among active stocks, Netflix is the biggest S&amp;P gainer after betting a vote of confidence on ad revenue from Cowen.</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>Nasdaq, S&P 500, Dow Jones Race Higher As Fed's Powell Touts Front-Loading Hikes</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\">\nNasdaq, S&P 500, Dow Jones Race Higher As Fed's Powell Touts Front-Loading Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 03:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3848706-dow-jones-sp-500-nasdaq-stock-market-fed-ecb><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks are bouncing back Wednesday, rallying as Fed Chairman Jay Powell said another hike of75 basis pointsis possible in July.The Nasdaq (COMP.IND)+3.12%, S&P 500 (SP500)+2.15%and Dow (DJI),+1.51%, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3848706-dow-jones-sp-500-nasdaq-stock-market-fed-ecb\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/news/3848706-dow-jones-sp-500-nasdaq-stock-market-fed-ecb","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156507730","content_text":"Stocks are bouncing back Wednesday, rallying as Fed Chairman Jay Powell said another hike of75 basis pointsis possible in July.The Nasdaq (COMP.IND)+3.12%, S&P 500 (SP500)+2.15%and Dow (DJI),+1.51%, are solidly higher after struggling to hold gains going into Powell'spress conference.Rates are moving back around lows. The 10-year Treasury yield is down 10 basis points to 3.38% and the 2-year is down 11 basis points to 3.33%. Both had been down more than 10 basis points before the decision.Powell said that hikes of 75 basis points would not be \"common,\" but that the FOMC was looking at a choice between 75 and 50 in July, which would bring rates to a \"more normal range\" and give the Fed more flexibility.Fed watchers also took notice when he said the Fed was \"determined\" to keep inflation expectations around 2%.The ramp up in the Fed's dot plot of economic expectations may have worried equity investors. The year-end median expecation for the fed funds rate shot up to 3.4% and 3.8% in 2023.That would require hikes of 50 basis points through the rest of the year.Projections also have inflation coming down to 5.2% by the end of 2022.\"We have never had a period where inflation has come down by more than 2% without having a recession,\" Guggenheim's Scott Minderd said on Bloomberg TV. \"So if those numbers are real and that's what's going to happen, we are destined for a recession.\"Earlier, stock rose after major European indexes popped as the ECB called an emergency policy meeting where the central bank instructed staff to create a new tool to address yield fragmentation.\"Not exactly a bazooka,\" economics lecturer Daniel McLaughlin tweeted. \"The ECB called an emergency meeting this AM, so explicitly acknowledging that fragmentation is already there in the EA, and said it would reinvest the PEPP flexibly (as it said it could last week) and has set up committees to come up with something else.\"Before the bell the market digested weak May retail sales numbers. Sales fell 0.3%, compared with forecasts for a rise of 0.1%, while April's figure was revised down.The retail control group, which goes into GDP calculations, was flat.The \"factors that have sustained spending thus far are getting near the end of their rope, and we are increasingly concerned that goods spending will slow sharply and that will be particularly evident in retail sales which is mostly a measure of goods spending,\" Wells Fargo said.Among active stocks, Netflix is the biggest S&P gainer after betting a vote of confidence on ad revenue from Cowen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055778449,"gmtCreate":1655328150481,"gmtModify":1676535611980,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055778449","repostId":"2243494679","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055772984,"gmtCreate":1655328195648,"gmtModify":1676535612004,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055772984","repostId":"1176174206","repostType":4,"repost":{"id":"1176174206","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":1655316335,"share":"https://ttm.financial/m/news/1176174206?lang=&edition=fundamental","pubTime":"2022-06-16 02:05","market":"us","language":"en","title":"Fed Hikes Its Benchmark Interest Rate By Three-Quarters of a Point, the Biggest Increase Since 1994","url":"https://stock-news.laohu8.com/highlight/detail?id=1176174206","media":"Tiger Newspress","summary":"The Federal Reserve on Wednesday launched its biggest broadside yet against inflation, raising bench","content":"<html><head></head><body><p>The Federal Reserve on Wednesday launched its biggest broadside yet against inflation, raising benchmark interest rates three-quarters of a percentage point in a move that equates to the most aggressive hike since 1994.</p><p>Ending weeks of speculation, the rate-setting Federal Open Market Committee took the level of its benchmark funds rate to a range of 1.5%-1.75%, the highest since just before the Covid pandemic began in March 2020.</p><p>Additionally, members indicated a much stronger path of rate increases ahead to arrest inflation moving at its fastest pace going back to December 1981, according to one commonly cited measure.</p><p>According to the “dot plot” of individual members’ expectations, the Fed’s benchmark rate will end the year at 3.4%, an upward revision of 1.5 percentage points from the March estimate. The committee then sees the rate rising to 3.8% in 2023, a full percentage point ramp higher.</p><p>Officials also significantly cut their outlook for 2022 economic growth, now anticipating just a 1.7% gain in GDP, down from 2.8% from March.</p><p>The inflation projection as gauged by personal consumption expenditures also rose to 5.2% this year from 4.3%, though core inflation, which excludes rapidly rising food and energy costs, is indicated at 4.3%, up just 0.2 percentage points from the previous projection. Core PCE inflation ran at 4.9% in May, so the projections Wednesday anticipate an easing of price pressures in coming months.</p><p>The committee’s statement painted a largely optimistic picture of the economy even with higher inflation.</p><p>“Overall economic activity appears to have picked up after edging down in the first quarter,” the statement said. “Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply and demand imbalances related to the pandemic, higher energy prices, and broader price pressures.“</p><p>Indeed, the estimates as expressed through the committee’s summary of economic projections see inflation moving sharply lower in 2023, down to 2.6% headline and 2.7% core, projections little changed from March.</p><p>Longer-term, the committee outlook for policy largely matches market projections which see a series of increases ahead that would take the funds rate to about 3.8%, its highest level since late 2007.</p><p>The statement was approved by all FOMC members except for Kansas City Fed President Esther George, who preferred a smaller half-point increase.</p><p>Banks use the rate as a benchmark for what the charge each other for short-term borrowing. However, it feeds directly through to a multitude of consumer debt products, such as adjustable-rate mortgages, credit cards and auto loans.</p><p>The funds rate also can drive rates on savings accounts and CDs higher, though the feed-through on that generally takes longer.</p><p>The Fed’s move comes with inflation running at its fastest pace in more than 40 years. Central bank officials use the funds rate to try to slow down the economy – in this case to tamp down demand so that supply can catch up.</p><p>However, the post-meeting statement removed a long-used phrase indicating that the FOMC “expects inflation to return to its 2 percent objective and the labor market to remain strong.” The statement only noted that the Fed “is strongly committed” to the goal.</p><p>The policy tightening is happening with economic growth already tailing off while prices still rise, a condition known as stagflation.</p><p>First-quarter growth declined at a 1.5% annualized pace, and an updated estimate Wednesday from the Atlanta Fed, through its GDPNow tracker, put the second quarter as flat. Two consecutive quarters of negative growth is a widely used rule of thumb to delineate a recession.</p><p>Fed officials engaged in a public bout of hand-wringing heading into Wednesday’s decision.</p><p>For weeks, policymakers had been insisting that half-point – or 50-basis-point – increases could help arrest inflation. In recent days, though, CNBC and other media outlets reported that conditions were ripe for the Fed to go beyond that. The changed approach came even though Fed Chairman Jerome Powell in May had insisted that hiking by 75 basis points was not being considered.</p><p>However, a recent series of alarming signals triggered the more aggressive action.</p><p>Inflation as measured by the consumer price index rose 8.6% on a yearly basis in May. The University of Michigan consumer sentiment survey hit an all-time low that included sharply higher inflation expectations. Also, retail sales numbers released Wednesday confirmed that the all-important consumer is weakening, with sales dropping 0.3% for a month in which inflation rose 1%.</p><p>The jobs market has been a point of strength for the economy, though May’s 390,000 gain was the lowest since April 2021. Average hourly earnings have been rising in nominal terms, but when adjusted for inflation have fallen 3% over the past year.</p><p>The committee projections released Wednesday see the unemployment rate, currently at 3.6%, moving up to 4.1% by 2024.</p><p>All of those factors have combined to complicate Powell’s hopes for a “soft or softish” landing that he expressed in May. Rate-tightening cycles in the past often have resulted in recessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Hikes Its Benchmark Interest Rate By Three-Quarters of a Point, the Biggest Increase Since 1994</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Hikes Its Benchmark Interest Rate By Three-Quarters of a Point, the Biggest Increase Since 1994\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\">2022-06-16 02:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Federal Reserve on Wednesday launched its biggest broadside yet against inflation, raising benchmark interest rates three-quarters of a percentage point in a move that equates to the most aggressive hike since 1994.</p><p>Ending weeks of speculation, the rate-setting Federal Open Market Committee took the level of its benchmark funds rate to a range of 1.5%-1.75%, the highest since just before the Covid pandemic began in March 2020.</p><p>Additionally, members indicated a much stronger path of rate increases ahead to arrest inflation moving at its fastest pace going back to December 1981, according to one commonly cited measure.</p><p>According to the “dot plot” of individual members’ expectations, the Fed’s benchmark rate will end the year at 3.4%, an upward revision of 1.5 percentage points from the March estimate. The committee then sees the rate rising to 3.8% in 2023, a full percentage point ramp higher.</p><p>Officials also significantly cut their outlook for 2022 economic growth, now anticipating just a 1.7% gain in GDP, down from 2.8% from March.</p><p>The inflation projection as gauged by personal consumption expenditures also rose to 5.2% this year from 4.3%, though core inflation, which excludes rapidly rising food and energy costs, is indicated at 4.3%, up just 0.2 percentage points from the previous projection. Core PCE inflation ran at 4.9% in May, so the projections Wednesday anticipate an easing of price pressures in coming months.</p><p>The committee’s statement painted a largely optimistic picture of the economy even with higher inflation.</p><p>“Overall economic activity appears to have picked up after edging down in the first quarter,” the statement said. “Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply and demand imbalances related to the pandemic, higher energy prices, and broader price pressures.“</p><p>Indeed, the estimates as expressed through the committee’s summary of economic projections see inflation moving sharply lower in 2023, down to 2.6% headline and 2.7% core, projections little changed from March.</p><p>Longer-term, the committee outlook for policy largely matches market projections which see a series of increases ahead that would take the funds rate to about 3.8%, its highest level since late 2007.</p><p>The statement was approved by all FOMC members except for Kansas City Fed President Esther George, who preferred a smaller half-point increase.</p><p>Banks use the rate as a benchmark for what the charge each other for short-term borrowing. However, it feeds directly through to a multitude of consumer debt products, such as adjustable-rate mortgages, credit cards and auto loans.</p><p>The funds rate also can drive rates on savings accounts and CDs higher, though the feed-through on that generally takes longer.</p><p>The Fed’s move comes with inflation running at its fastest pace in more than 40 years. Central bank officials use the funds rate to try to slow down the economy – in this case to tamp down demand so that supply can catch up.</p><p>However, the post-meeting statement removed a long-used phrase indicating that the FOMC “expects inflation to return to its 2 percent objective and the labor market to remain strong.” The statement only noted that the Fed “is strongly committed” to the goal.</p><p>The policy tightening is happening with economic growth already tailing off while prices still rise, a condition known as stagflation.</p><p>First-quarter growth declined at a 1.5% annualized pace, and an updated estimate Wednesday from the Atlanta Fed, through its GDPNow tracker, put the second quarter as flat. Two consecutive quarters of negative growth is a widely used rule of thumb to delineate a recession.</p><p>Fed officials engaged in a public bout of hand-wringing heading into Wednesday’s decision.</p><p>For weeks, policymakers had been insisting that half-point – or 50-basis-point – increases could help arrest inflation. In recent days, though, CNBC and other media outlets reported that conditions were ripe for the Fed to go beyond that. The changed approach came even though Fed Chairman Jerome Powell in May had insisted that hiking by 75 basis points was not being considered.</p><p>However, a recent series of alarming signals triggered the more aggressive action.</p><p>Inflation as measured by the consumer price index rose 8.6% on a yearly basis in May. The University of Michigan consumer sentiment survey hit an all-time low that included sharply higher inflation expectations. Also, retail sales numbers released Wednesday confirmed that the all-important consumer is weakening, with sales dropping 0.3% for a month in which inflation rose 1%.</p><p>The jobs market has been a point of strength for the economy, though May’s 390,000 gain was the lowest since April 2021. Average hourly earnings have been rising in nominal terms, but when adjusted for inflation have fallen 3% over the past year.</p><p>The committee projections released Wednesday see the unemployment rate, currently at 3.6%, moving up to 4.1% by 2024.</p><p>All of those factors have combined to complicate Powell’s hopes for a “soft or softish” landing that he expressed in May. Rate-tightening cycles in the past often have resulted in recessions.</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":"1176174206","content_text":"The Federal Reserve on Wednesday launched its biggest broadside yet against inflation, raising benchmark interest rates three-quarters of a percentage point in a move that equates to the most aggressive hike since 1994.Ending weeks of speculation, the rate-setting Federal Open Market Committee took the level of its benchmark funds rate to a range of 1.5%-1.75%, the highest since just before the Covid pandemic began in March 2020.Additionally, members indicated a much stronger path of rate increases ahead to arrest inflation moving at its fastest pace going back to December 1981, according to one commonly cited measure.According to the “dot plot” of individual members’ expectations, the Fed’s benchmark rate will end the year at 3.4%, an upward revision of 1.5 percentage points from the March estimate. The committee then sees the rate rising to 3.8% in 2023, a full percentage point ramp higher.Officials also significantly cut their outlook for 2022 economic growth, now anticipating just a 1.7% gain in GDP, down from 2.8% from March.The inflation projection as gauged by personal consumption expenditures also rose to 5.2% this year from 4.3%, though core inflation, which excludes rapidly rising food and energy costs, is indicated at 4.3%, up just 0.2 percentage points from the previous projection. Core PCE inflation ran at 4.9% in May, so the projections Wednesday anticipate an easing of price pressures in coming months.The committee’s statement painted a largely optimistic picture of the economy even with higher inflation.“Overall economic activity appears to have picked up after edging down in the first quarter,” the statement said. “Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply and demand imbalances related to the pandemic, higher energy prices, and broader price pressures.“Indeed, the estimates as expressed through the committee’s summary of economic projections see inflation moving sharply lower in 2023, down to 2.6% headline and 2.7% core, projections little changed from March.Longer-term, the committee outlook for policy largely matches market projections which see a series of increases ahead that would take the funds rate to about 3.8%, its highest level since late 2007.The statement was approved by all FOMC members except for Kansas City Fed President Esther George, who preferred a smaller half-point increase.Banks use the rate as a benchmark for what the charge each other for short-term borrowing. However, it feeds directly through to a multitude of consumer debt products, such as adjustable-rate mortgages, credit cards and auto loans.The funds rate also can drive rates on savings accounts and CDs higher, though the feed-through on that generally takes longer.The Fed’s move comes with inflation running at its fastest pace in more than 40 years. Central bank officials use the funds rate to try to slow down the economy – in this case to tamp down demand so that supply can catch up.However, the post-meeting statement removed a long-used phrase indicating that the FOMC “expects inflation to return to its 2 percent objective and the labor market to remain strong.” The statement only noted that the Fed “is strongly committed” to the goal.The policy tightening is happening with economic growth already tailing off while prices still rise, a condition known as stagflation.First-quarter growth declined at a 1.5% annualized pace, and an updated estimate Wednesday from the Atlanta Fed, through its GDPNow tracker, put the second quarter as flat. Two consecutive quarters of negative growth is a widely used rule of thumb to delineate a recession.Fed officials engaged in a public bout of hand-wringing heading into Wednesday’s decision.For weeks, policymakers had been insisting that half-point – or 50-basis-point – increases could help arrest inflation. In recent days, though, CNBC and other media outlets reported that conditions were ripe for the Fed to go beyond that. The changed approach came even though Fed Chairman Jerome Powell in May had insisted that hiking by 75 basis points was not being considered.However, a recent series of alarming signals triggered the more aggressive action.Inflation as measured by the consumer price index rose 8.6% on a yearly basis in May. The University of Michigan consumer sentiment survey hit an all-time low that included sharply higher inflation expectations. Also, retail sales numbers released Wednesday confirmed that the all-important consumer is weakening, with sales dropping 0.3% for a month in which inflation rose 1%.The jobs market has been a point of strength for the economy, though May’s 390,000 gain was the lowest since April 2021. Average hourly earnings have been rising in nominal terms, but when adjusted for inflation have fallen 3% over the past year.The committee projections released Wednesday see the unemployment rate, currently at 3.6%, moving up to 4.1% by 2024.All of those factors have combined to complicate Powell’s hopes for a “soft or softish” landing that he expressed in May. Rate-tightening cycles in the past often have resulted in recessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055776878,"gmtCreate":1655328171894,"gmtModify":1676535611981,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055776878","repostId":"1128042078","repostType":4,"repost":{"id":"1128042078","kind":"news","pubTimestamp":1655318537,"share":"https://ttm.financial/m/news/1128042078?lang=&edition=fundamental","pubTime":"2022-06-16 02:42","market":"us","language":"en","title":"Bringing Down Inflation Essential to Maintain a Strong Labor Market: Powell Press Conference","url":"https://stock-news.laohu8.com/highlight/detail?id=1128042078","media":"Seeking Alpha","summary":"\"It is essential that we bring inflation down\" in order to maintain a sustainable strong labor marke","content":"<html><head></head><body><ul><li>&#34;It is essential that we bring inflation down&#34; in order to maintain a sustainable strong labor market and an economy that works for everyone, Federal Reserve Chair Jerome Powell said Wednesday in his press conference after thecentral bank increased itskey policy rate by 75 basis points, its biggest hike since 1994.</li><li>There are some signs of economic softening, particularly in the housing market, he said.</li><li>The 75-bp rate hike shows investors that the Fed is serious in its mission to reduce inflation. Risks to inflation are &#34;weighted to the upside,&#34; he said.</li><li>Some indicators are indicating that inflation has risen, the Fed chair said.</li><li>The committee anticipates that ongoing rate increases will be appropriate, Powell said, but he doesn&#39;t &#34;expect moves of this size to be common.&#34; Moves of 50 bps or 75 bps appear most likely at the next meeting, he added, while emphasizing that the FOMC needs to stay &#34;nimble.&#34;</li><li>With inflation being as high as it is, &#34;we feel it&#39;s helpful to provide even more clarity than usual,&#34; he said. Markets have responded and &#34;appear to understand the path we&#39;re taking.&#34;</li><li>&#34;We thought strong action was needed, and we delivered it,&#34; he said. The reason the FOMC made a bigger move than 50 bps is the committee had expected inflation to show signs of flattening and that didn&#39;t happen.</li><li>&#34;Demand is still very hot.&#34; Especially in the labor market, the demand is significantly higher than supply, he said. &#34;We feel there&#39;s a role for us in modifying demand.&#34;</li><li>The Fed will have to see &#34;compelling evidence that inflation is coming down&#34; before it slows down on its actions.</li><li>Fed swaps market shows a 75bp hike is not fully priced in for July, Bloomberg reported. The CME FedWatchtoolputs a 61.6% probability on a 50bp hike in July.</li><li>&#34;We are not trying to induce a recession,&#34; Powell said. Rather, the Fed is trying to bring inflation down to 2% while keeping the labor market strong. He also pointed out that there are many factors in inflation that the Fed doesn&#39;t have control over.</li><li>&#34;Overall, inflation is very strong,&#34; he said. While there&#39;s been some shifts in spending, &#34;there&#39;s no sign of a slowdown.&#34; In addition, he commented, &#34;Ultimately it does appear the U.S. economy is in a strong position&#34; and will be able to deal with higher interest rates.</li><li>On the Fed&#39;s pace of raising rates: &#34;There&#39;s always a risk of going too far or not going far enough. It&#39;s going to be a very tough judgment to make... But the worst mistake we can make is to fail. We have to restore price stability.&#34;</li><li>&#34;I think we can get a softish landing,&#34; he noted. That phrasing appears to be less confident than the comments he made in May that he saw a &#34;number of plausible paths to a soft, or softish, landing.&#34;This time, he noted, that commodity price fluctuations could &#34;take the possibility of a softish landing out of our hands.&#34;</li><li>On quantitative tightening, &#34;we&#39;ve communicated really clearly with the markets, and they seem to be okay with that... It seems to be understood and accepted at this point.&#34;</li><li>&#34;We are watching to see how much rates will affect residential investment and housing prices,&#34; he said. There&#39;s a tremendous amount of unfinished homes, but there&#39;s a very low supply of finished homes.</li><li>Top Fed officials also expect that rate to top 3% in 2022, according to the dot plot in its latest Summary of Economic Projections</li></ul></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>Bringing Down Inflation Essential to Maintain a Strong Labor Market: Powell Press Conference</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\">\nBringing Down Inflation Essential to Maintain a Strong Labor Market: Powell Press Conference\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 02:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3848960-bringing-down-inflation-essential-to-maintain-a-strong-labor-market-powell-press-conference><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"It is essential that we bring inflation down\" in order to maintain a sustainable strong labor market and an economy that works for everyone, Federal Reserve Chair Jerome Powell said Wednesday in his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3848960-bringing-down-inflation-essential-to-maintain-a-strong-labor-market-powell-press-conference\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3848960-bringing-down-inflation-essential-to-maintain-a-strong-labor-market-powell-press-conference","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128042078","content_text":"\"It is essential that we bring inflation down\" in order to maintain a sustainable strong labor market and an economy that works for everyone, Federal Reserve Chair Jerome Powell said Wednesday in his press conference after thecentral bank increased itskey policy rate by 75 basis points, its biggest hike since 1994.There are some signs of economic softening, particularly in the housing market, he said.The 75-bp rate hike shows investors that the Fed is serious in its mission to reduce inflation. Risks to inflation are \"weighted to the upside,\" he said.Some indicators are indicating that inflation has risen, the Fed chair said.The committee anticipates that ongoing rate increases will be appropriate, Powell said, but he doesn't \"expect moves of this size to be common.\" Moves of 50 bps or 75 bps appear most likely at the next meeting, he added, while emphasizing that the FOMC needs to stay \"nimble.\"With inflation being as high as it is, \"we feel it's helpful to provide even more clarity than usual,\" he said. Markets have responded and \"appear to understand the path we're taking.\"\"We thought strong action was needed, and we delivered it,\" he said. The reason the FOMC made a bigger move than 50 bps is the committee had expected inflation to show signs of flattening and that didn't happen.\"Demand is still very hot.\" Especially in the labor market, the demand is significantly higher than supply, he said. \"We feel there's a role for us in modifying demand.\"The Fed will have to see \"compelling evidence that inflation is coming down\" before it slows down on its actions.Fed swaps market shows a 75bp hike is not fully priced in for July, Bloomberg reported. The CME FedWatchtoolputs a 61.6% probability on a 50bp hike in July.\"We are not trying to induce a recession,\" Powell said. Rather, the Fed is trying to bring inflation down to 2% while keeping the labor market strong. He also pointed out that there are many factors in inflation that the Fed doesn't have control over.\"Overall, inflation is very strong,\" he said. While there's been some shifts in spending, \"there's no sign of a slowdown.\" In addition, he commented, \"Ultimately it does appear the U.S. economy is in a strong position\" and will be able to deal with higher interest rates.On the Fed's pace of raising rates: \"There's always a risk of going too far or not going far enough. It's going to be a very tough judgment to make... But the worst mistake we can make is to fail. We have to restore price stability.\"\"I think we can get a softish landing,\" he noted. That phrasing appears to be less confident than the comments he made in May that he saw a \"number of plausible paths to a soft, or softish, landing.\"This time, he noted, that commodity price fluctuations could \"take the possibility of a softish landing out of our hands.\"On quantitative tightening, \"we've communicated really clearly with the markets, and they seem to be okay with that... It seems to be understood and accepted at this point.\"\"We are watching to see how much rates will affect residential investment and housing prices,\" he said. There's a tremendous amount of unfinished homes, but there's a very low supply of finished homes.Top Fed officials also expect that rate to top 3% in 2022, according to the dot plot in its latest Summary of Economic Projections","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007108879,"gmtCreate":1642799104730,"gmtModify":1676533746805,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007108879","repostId":"2205012843","repostType":4,"repost":{"id":"2205012843","kind":"highlight","pubTimestamp":1642740889,"share":"https://ttm.financial/m/news/2205012843?lang=&edition=fundamental","pubTime":"2022-01-21 12:54","market":"us","language":"zh","title":"柳叶刀重磅：全球新冠“大流行”即将结束！","url":"https://stock-news.laohu8.com/highlight/detail?id=2205012843","media":"华尔街见闻","summary":"新冠病毒有可能会以不断变种的形式存活下去。","content":"<html><head></head><body><p>1月19日，权威医学杂志《柳叶刀》（The Lancet）发表了一篇重磅评论文章，称新冠病毒或将继续存在，但全球新冠“大流行”即将结束。</p><p>从1月17日的疫情数据来看，全球有超1亿人感染奥密克戎，是去年4月德尔塔感染高峰的10倍多。这一前所未有的感染水平表明，奥密克戎变种病毒有着超强的传播力。</p><p>然而希腊最新公布的疫情数据让人们看到了希望。从2021年12月21日至2022年1月17日，希腊新冠病例增加了近10倍，但新冠住院患者的医院插管率与12月持平。</p><p>因此有专家认为，<b>奥密克戎变种病毒带来的严重后果可能会是有限的。</b></p><h2>“大流行”结束的关键时间点是2022年3月份</h2><p>这篇重磅评论文章的作者是健康指标与评估研究所（IHME）的主任Chris Murray，他就职于西雅图华盛顿大学。在过去两年中，Murray团队持续为白宫提供新冠疫情建模，对病死率的预测一直十分准确。</p><p>在这篇引起广泛热烈讨论的文章中，Murray大胆预测，<b>全球新冠“大流行”很可能会在不久后结束，关键时间点是2022年3月。</b></p><p>Murray指出，根据目前的疫情流行情况，到2022年2月中旬，大多数国家将迎来奥密克戎确诊病例的峰值。<b>到2022年3月下旬，全球将有超过50%的人感染奥密克戎。</b></p><p><b>Murray认为，感染奥密克戎可以对其他变种病毒产生保护力，因此可以帮助全人类建立免疫屏障，预防今后可能会出现的变种病毒。</b></p><p>此外，随着新冠疫苗的接种率持续增加、加强针的推广以及高水平的感染获得性免疫，Murray认为全球的免疫水平应该处于历史最高水平。</p><p><b>因此，从2022年3月开始的几周或几个月的时间里，预计病毒传播水平会降低。</b></p><p>还有一些研究数据支撑上述观点。基于IHME模型的估算数据，从2021年11月底到2022年1月17日，尽管全球每日新冠感染增加了30多倍，但是在此期间报告的新冠病例仅增加了6倍。</p><p>与以往的新冠变种病毒相比，感染奥密克戎的无症状或轻度病例的比例有所增加，全球感染检出率从20%下降到5%。</p><p>无症状感染的比例迅猛增加的同时，在美国大多数州，新冠住院病例与确诊病例的比例与之前的峰值相比下降了约50%。</p><p>在南非，90%以上的感染是无症状的，而新冠住院患者中需要插管或濒临死亡的比例下降了80-90%。</p><h2>未来的新冠将会变成什么样？</h2><p>Murray认为，<b>未来新冠病毒传播对健康的影响将较小。新冠肺炎将成为与流感类似的、卫生系统和社会必须管理的另一种复发性疾病。</b></p><p>值得一提的是，彻底“躺平”的英国可能是该理论的最新实践者。华尔街见闻此前文章中提到了，英国宣布下周开始<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>摘口罩并完全开放。</p><p>1月19日，英国首相约翰逊表示，科学家认为全英奥密克戎变种病毒疫情已达顶峰。因此，为对抗最新一波新冠疫情而实施的多项防疫限制，将可于下周起解除。</p><p>此外，Murray还指出，随着新的新冠变种病毒不断出现，可能会对全球免疫力造成一定程度的削弱，从而为新冠病毒的持续变种和传播创造机会。</p><p>考虑到季节性因素，各国应该预计冬季月份的潜在传播会增加。</p><p>Murray表示，即使全人类都接种了疫苗也无法阻止新冠病毒不停变种，但能够在预防重疾方面得到有效的防护。</p></body></html>","source":"wallstreetcn_api","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>柳叶刀重磅：全球新冠“大流行”即将结束！</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n柳叶刀重磅：全球新冠“大流行”即将结束！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 12:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3650312><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月19日，权威医学杂志《柳叶刀》（The Lancet）发表了一篇重磅评论文章，称新冠病毒或将继续存在，但全球新冠“大流行”即将结束。从1月17日的疫情数据来看，全球有超1亿人感染奥密克戎，是去年4月德尔塔感染高峰的10倍多。这一前所未有的感染水平表明，奥密克戎变种病毒有着超强的传播力。然而希腊最新公布的疫情数据让人们看到了希望。从2021年12月21日至2022年1月17日，希腊新冠病例增加了...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3650312\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e9c02eefd75f2f2ea1cc57e23434c04","relate_stocks":{"BK1515":"抗疫概念","BK4568":"美国抗疫概念"},"source_url":"https://wallstreetcn.com/articles/3650312","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205012843","content_text":"1月19日，权威医学杂志《柳叶刀》（The Lancet）发表了一篇重磅评论文章，称新冠病毒或将继续存在，但全球新冠“大流行”即将结束。从1月17日的疫情数据来看，全球有超1亿人感染奥密克戎，是去年4月德尔塔感染高峰的10倍多。这一前所未有的感染水平表明，奥密克戎变种病毒有着超强的传播力。然而希腊最新公布的疫情数据让人们看到了希望。从2021年12月21日至2022年1月17日，希腊新冠病例增加了近10倍，但新冠住院患者的医院插管率与12月持平。因此有专家认为，奥密克戎变种病毒带来的严重后果可能会是有限的。“大流行”结束的关键时间点是2022年3月份这篇重磅评论文章的作者是健康指标与评估研究所（IHME）的主任Chris Murray，他就职于西雅图华盛顿大学。在过去两年中，Murray团队持续为白宫提供新冠疫情建模，对病死率的预测一直十分准确。在这篇引起广泛热烈讨论的文章中，Murray大胆预测，全球新冠“大流行”很可能会在不久后结束，关键时间点是2022年3月。Murray指出，根据目前的疫情流行情况，到2022年2月中旬，大多数国家将迎来奥密克戎确诊病例的峰值。到2022年3月下旬，全球将有超过50%的人感染奥密克戎。Murray认为，感染奥密克戎可以对其他变种病毒产生保护力，因此可以帮助全人类建立免疫屏障，预防今后可能会出现的变种病毒。此外，随着新冠疫苗的接种率持续增加、加强针的推广以及高水平的感染获得性免疫，Murray认为全球的免疫水平应该处于历史最高水平。因此，从2022年3月开始的几周或几个月的时间里，预计病毒传播水平会降低。还有一些研究数据支撑上述观点。基于IHME模型的估算数据，从2021年11月底到2022年1月17日，尽管全球每日新冠感染增加了30多倍，但是在此期间报告的新冠病例仅增加了6倍。与以往的新冠变种病毒相比，感染奥密克戎的无症状或轻度病例的比例有所增加，全球感染检出率从20%下降到5%。无症状感染的比例迅猛增加的同时，在美国大多数州，新冠住院病例与确诊病例的比例与之前的峰值相比下降了约50%。在南非，90%以上的感染是无症状的，而新冠住院患者中需要插管或濒临死亡的比例下降了80-90%。未来的新冠将会变成什么样？Murray认为，未来新冠病毒传播对健康的影响将较小。新冠肺炎将成为与流感类似的、卫生系统和社会必须管理的另一种复发性疾病。值得一提的是，彻底“躺平”的英国可能是该理论的最新实践者。华尔街见闻此前文章中提到了，英国宣布下周开始全民摘口罩并完全开放。1月19日，英国首相约翰逊表示，科学家认为全英奥密克戎变种病毒疫情已达顶峰。因此，为对抗最新一波新冠疫情而实施的多项防疫限制，将可于下周起解除。此外，Murray还指出，随着新的新冠变种病毒不断出现，可能会对全球免疫力造成一定程度的削弱，从而为新冠病毒的持续变种和传播创造机会。考虑到季节性因素，各国应该预计冬季月份的潜在传播会增加。Murray表示，即使全人类都接种了疫苗也无法阻止新冠病毒不停变种，但能够在预防重疾方面得到有效的防护。","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055772231,"gmtCreate":1655328219823,"gmtModify":1676535612019,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055772231","repostId":"1149439450","repostType":4,"repost":{"id":"1149439450","kind":"news","pubTimestamp":1655366402,"share":"https://ttm.financial/m/news/1149439450?lang=&edition=fundamental","pubTime":"2022-06-16 16:00","market":"us","language":"en","title":"Tesla Stock: Long-Term Hypothesis Boosted by Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=1149439450","media":"TipRanks","summary":"Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the comp","content":"<div>\n<p>Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Stock: Long-Term Hypothesis Boosted by Stock Split</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 Stock: Long-Term Hypothesis Boosted by Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149439450","content_text":"Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split significantly adds to its attractiveness.Tesla (TSLA) is the world’s biggest automaker by market cap, but where does it stand today? Tesla’s shares shed around 9% on Friday after Musk shared his concerns regarding the economic meltdown with employees. TSLA stock took another hit on Monday and dropped by 4.8%. These shocks, though, will have little impact on Tesla’s long-term growth story.Growth stocks such as TSLA continue to struggle due to the continual increase in inflation rates. High inflation has resulted in the highest interest rates in years, leading to a healthy increase in the cost of car loans.The Oracle Of Omaha, Warren Buffet, has repeatedly mentioned that “interest rates act as a gravity to asset prices,” which happens to be the cause of the TSLA’s suffering.Nevertheless, Tesla has been one of the largest automotive companies. It consistently reported market-beating results and has been the pick of the EV stocks. Over the past five years, its revenues have grown over 53.44% with a healthy increase in earnings. Results of late have also been stellar, with year-over-year improvement in sales at over 73%. Moreover, its free cash flow margin has also improved by triple-digits.However, is inflation the only reason TSLA has declined? Or is there more to the downside of the stock than just the high inflation and higher interest rates? Let’s take a look.On TipRanks, TSLA scores a 2 out of 10 on the Smart Score spectrum. This indicates a high potential for the stock to underperform the broader market.Employee Layoffs – Bad News for TeslaNews website, Electrek, acquired a leaked email that Musk shared with company employees. The email showed that Tesla had a “tough quarter” and that the company planned to downsize the workforce by 10%.The email also mentioned that the company planned to “pause hiring worldwide,” which entails that Tesla will significantly reduce the thousands of open positions it was advertising when the email was dispatched.In contrast, it is interesting to note that Tesla isn’t new to layoffs. The company reduced the workforce by 7% in 2019 and managed to sustain incredible growth. Given how Tesla dealt with layoffs earlier, there’s a probability that the company might benefit from the downsizing.Along with this, China’s decision to extend the lockdown has created supply chain issues for Tesla, and Musk is evidently ringing the panic button on the U.S. economy. However, the company is of the belief that China will ease lockdowns that will rectify the demand-supply imbalance.A Brighter FutureRecently, Tesla submitted an annual proxy statement and released its proposal for a 3 for 1 stock split. The stock split is intended to allow for employees to more easily scoop up company shares. In addition, Tesla believes that this decision will reset the common stock price and make it more accessible to individual tradersMany companies use stock splits when stock prices are exorbitant, such as the case with Tesla. TSLA stock had been trading at a nosebleed valuation which had made it almost uninvestable. The recent market downturn has reduced the frothiness of the EV market, and the stock split will further reduce the stock price to more attractive levels.Furthermore, Musk plans on utilizing Tesla shares to acquire Twitter and reduce his stake in the company to augment financing. The stock split will have little to no impact on Tesla’s fundamentals, but it will allow investors to buy the stock by stabilizing the share price.Wall Street’s TakeTurning to Wall Street, TSLA stock maintains a Moderate Buy rating. Out of 30 total analyst ratings; 16 Buys, eight Holds, and six Sell ratings were assigned over the past three months.The average TSLA price target is $917.10, implying 38.39% upside potential. Analyst price targets range from a low of $67 per share to a high of $1,580 per share.Bottom Line – Is Tesla a Buy?Tesla is expected to grow sales and experience rapid growth in the next 12 months. In the first quarter of 2022, Tesla enjoyed an earnings per share of $3.22, with sales rising by 81%. Moreover, with the substantial reduction in its stock price, it offers an attractive risk/reward.Aside from the supply chain issues and Musk’s rocky Twitter acquisition saga, the volatility in the U.S. economy has affected TSLA. Moreover, its lofty price multiples haven’t helped either. Nevertheless, the EV titan’s long-term bull case remains intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055382163,"gmtCreate":1655247301852,"gmtModify":1676535592055,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055382163","repostId":"2243608219","repostType":4,"repost":{"id":"2243608219","kind":"highlight","pubTimestamp":1655218920,"share":"https://ttm.financial/m/news/2243608219?lang=&edition=fundamental","pubTime":"2022-06-14 23:02","market":"us","language":"en","title":"3 Technology Stocks That Can Prosper During a Tech Downturn","url":"https://stock-news.laohu8.com/highlight/detail?id=2243608219","media":"Motley Fool","summary":"Amid massive declines, these stocks offer relative stability and reasonable valuations.","content":"<html><head></head><body><p>The tech sector might look like a losing investment given the recent performance of many of its stocks. The <b>Nasdaq</b> is deep into bear territory, and the growth-oriented <b>ARK Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> </b>has lost about three-fourths of its value.</p><p>Nonetheless, other tech stocks have held up well, and technology investors seeking stability can still look to <b>Alphabet</b>, <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>, and <b>Qualcomm</b> to drive long-term returns.</p><h2>1. Alphabet</h2><p>Alphabet has not escaped the effects of the slowdown. The Google parent encompasses dozens of tech-related businesses, and its cash cow remains advertising. Amid economic contraction and rising inflation, the company has seen a slowing in digital ad growth, the segment that still makes up an overwhelming majority of the company&#39;s revenue.</p><p>Despite this challenge, Alphabet continues to generate robust revenue growth. In the first quarter of 2022, the top line came in at $68 billion, 23% higher than the year-ago quarter. It also led to a net income decline of 8% during the period to $16.4 billion, due primarily to losses in equity securities. And revenue had grown by 41% in 2021, an indication of the aforementioned slowing.</p><p>Nonetheless, it seems to have found its next major revenue stream in Google Cloud. That cloud-computing services segment produced $5.8 billion in revenue, up 44% year over year. According to Synergy Research Group, it lags only Amazon and Microsoft in terms of cloud market share.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F684836%2Famzn-cloud-market-share-4.jpeg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Synergy Research Group.</p><p>Alphabet&#39;s stock has lost about 30% since achieving its 52-week high last fall, but its $140 billion in liquidity makes it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most stable companies in America. Also, for all of its profit growth, its price-to-earnings (P/E) ratio has fallen to 20, a valuation low that&#39;s lower than it has seen in nearly 10 years. This earnings multiple makes Alphabet a value stock, and it could become an even better buy as its headwinds abate over time.</p><h2>2. IBM</h2><p>Legacy IT businesses have long bogged down IBM. Over the last 10 years, as Big Blue freed itself from the outdated and less-profitable business operations, its stock has fallen by more than 25%.</p><p>But a long-awaited turnaround has likely begun. Arvind Krishna, the former head of the cloud and cognitive software segment, became CEO in 2020. Krishna played a key role in the 2019 acquisition of Red Hat and followed that up with over 25 additional acquisitions since becoming CEO. He also spun off <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>, its former managed infrastructure business, to focus more heavily on the cloud. These moves have helped IBM achieve the fifth-largest cloud market share.</p><p>That transformation has helped improve its financials as it generated $14.2 billion in revenue in the first quarter, an 8% year-over-year increase. This included a 14% surge in hybrid cloud revenue, an offering that helps private and public clouds interact seamlessly.</p><p>In April, it also increased its annual dividend to $6.60 per share, the 27th straight increase. At a cash yield of 4.9%, this could make IBM the dividend stock of choice for cloud investors.</p><p>Moreover, when including that payout, IBM logged a negative 1% total return over the last year compared with a negative 7% for the <b>S&amp;P 500</b>. Also, at a P/E of 22, it remains a relative bargain compared to Microsoft at 25 times earnings and Amazon at a 50 P/E. That lower valuation and its dividend could help IBM become a more prominent cloud stock.</p><h2>3. Qualcomm</h2><p>Qualcomm also prospers from a secular tech trend, 5G in this case. Data Bridge Market Research forecasts a 49% compound annual growth rate for the 5G chipset market through 2029. Since it leads the industry in developing 5G chips, this trend naturally benefits the company.</p><p>Qualcomm is not limiting its future to handsets. It also continues to innovate in the radio-frequency front end, automotive, and Internet of Things markets. Hence, if some functionality shifts away from smartphones, Qualcomm has prepared itself to evolve with the market.</p><p>In the first six months of fiscal 2022 (which ended March 27), it generated almost $21.9 billion in revenue, 35% more than in the same period of fiscal 2021. Since the company limited its expense growth, the net income of $6.3 billion during the first half of fiscal 2022 surged 50% higher compared with the same time frame in fiscal 2021.</p><p>Qualcomm has largely escaped the tech sell-off, gaining a 1% total return over the last 12 months. Still, the company&#39;s most significant danger could be geopolitical, as it derived around two-thirds of its revenue from China in fiscal 2021. That could help explain why its P/E ratio is 13, far below the valuations of communication-chip designers such as <b>NXP Semiconductors </b>or <b>Nvidia</b>.</p><p>Nonetheless, the 5G upgrade cycle will continue despite economic headwinds. Moreover, with its diversification into new areas, Qualcomm stock looks like a buy now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Technology Stocks That Can Prosper During a Tech Downturn</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Technology Stocks That Can Prosper During a Tech Downturn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/14/3-technology-stocks-that-can-prosper-during-a-tech/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech sector might look like a losing investment given the recent performance of many of its stocks. The Nasdaq is deep into bear territory, and the growth-oriented ARK Innovation Pacer Swan SOS ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/14/3-technology-stocks-that-can-prosper-during-a-tech/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","IBM":"IBM","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/06/14/3-technology-stocks-that-can-prosper-during-a-tech/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243608219","content_text":"The tech sector might look like a losing investment given the recent performance of many of its stocks. The Nasdaq is deep into bear territory, and the growth-oriented ARK Innovation Pacer Swan SOS Fund of Funds ETF|ETF has lost about three-fourths of its value.Nonetheless, other tech stocks have held up well, and technology investors seeking stability can still look to Alphabet, IBM, and Qualcomm to drive long-term returns.1. AlphabetAlphabet has not escaped the effects of the slowdown. The Google parent encompasses dozens of tech-related businesses, and its cash cow remains advertising. Amid economic contraction and rising inflation, the company has seen a slowing in digital ad growth, the segment that still makes up an overwhelming majority of the company's revenue.Despite this challenge, Alphabet continues to generate robust revenue growth. In the first quarter of 2022, the top line came in at $68 billion, 23% higher than the year-ago quarter. It also led to a net income decline of 8% during the period to $16.4 billion, due primarily to losses in equity securities. And revenue had grown by 41% in 2021, an indication of the aforementioned slowing.Nonetheless, it seems to have found its next major revenue stream in Google Cloud. That cloud-computing services segment produced $5.8 billion in revenue, up 44% year over year. According to Synergy Research Group, it lags only Amazon and Microsoft in terms of cloud market share.Image source: Synergy Research Group.Alphabet's stock has lost about 30% since achieving its 52-week high last fall, but its $140 billion in liquidity makes it one of the most stable companies in America. Also, for all of its profit growth, its price-to-earnings (P/E) ratio has fallen to 20, a valuation low that's lower than it has seen in nearly 10 years. This earnings multiple makes Alphabet a value stock, and it could become an even better buy as its headwinds abate over time.2. IBMLegacy IT businesses have long bogged down IBM. Over the last 10 years, as Big Blue freed itself from the outdated and less-profitable business operations, its stock has fallen by more than 25%.But a long-awaited turnaround has likely begun. Arvind Krishna, the former head of the cloud and cognitive software segment, became CEO in 2020. Krishna played a key role in the 2019 acquisition of Red Hat and followed that up with over 25 additional acquisitions since becoming CEO. He also spun off Kyndryl, its former managed infrastructure business, to focus more heavily on the cloud. These moves have helped IBM achieve the fifth-largest cloud market share.That transformation has helped improve its financials as it generated $14.2 billion in revenue in the first quarter, an 8% year-over-year increase. This included a 14% surge in hybrid cloud revenue, an offering that helps private and public clouds interact seamlessly.In April, it also increased its annual dividend to $6.60 per share, the 27th straight increase. At a cash yield of 4.9%, this could make IBM the dividend stock of choice for cloud investors.Moreover, when including that payout, IBM logged a negative 1% total return over the last year compared with a negative 7% for the S&P 500. Also, at a P/E of 22, it remains a relative bargain compared to Microsoft at 25 times earnings and Amazon at a 50 P/E. That lower valuation and its dividend could help IBM become a more prominent cloud stock.3. QualcommQualcomm also prospers from a secular tech trend, 5G in this case. Data Bridge Market Research forecasts a 49% compound annual growth rate for the 5G chipset market through 2029. Since it leads the industry in developing 5G chips, this trend naturally benefits the company.Qualcomm is not limiting its future to handsets. It also continues to innovate in the radio-frequency front end, automotive, and Internet of Things markets. Hence, if some functionality shifts away from smartphones, Qualcomm has prepared itself to evolve with the market.In the first six months of fiscal 2022 (which ended March 27), it generated almost $21.9 billion in revenue, 35% more than in the same period of fiscal 2021. Since the company limited its expense growth, the net income of $6.3 billion during the first half of fiscal 2022 surged 50% higher compared with the same time frame in fiscal 2021.Qualcomm has largely escaped the tech sell-off, gaining a 1% total return over the last 12 months. Still, the company's most significant danger could be geopolitical, as it derived around two-thirds of its revenue from China in fiscal 2021. That could help explain why its P/E ratio is 13, far below the valuations of communication-chip designers such as NXP Semiconductors or Nvidia.Nonetheless, the 5G upgrade cycle will continue despite economic headwinds. Moreover, with its diversification into new areas, Qualcomm stock looks like a buy now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007108332,"gmtCreate":1642799093560,"gmtModify":1676533746798,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007108332","repostId":"2205012843","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001870300,"gmtCreate":1641223623815,"gmtModify":1676533585022,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001870300","repostId":"1176325686","repostType":4,"repost":{"id":"1176325686","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641223469,"share":"https://ttm.financial/m/news/1176325686?lang=&edition=fundamental","pubTime":"2022-01-03 23:24","market":"us","language":"zh","title":"美股百货商店板块表现强势，梅西百货涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176325686","media":"老虎资讯综合","summary":"1月3日，美股百货商店板块表现强势，梅西百货、狄乐百货涨超8%，诺德斯特龙涨超6%，科尔士百货涨超3%","content":"<html><head></head><body><p>1月3日，美股百货商店板块表现强势，<a href=\"https://laohu8.com/S/M\">梅西百货</a>、<a href=\"https://laohu8.com/S/DDS\">狄乐百货</a>涨超8%，<a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>涨超6%，<a href=\"https://laohu8.com/S/KSS\">科尔士百货</a>涨超3%</p><p><img src=\"https://static.tigerbbs.com/486d70a57d972bdbfed3da18be6a6eda\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>美股百货商店板块表现强势，梅西百货涨超8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股百货商店板块表现强势，梅西百货涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-03 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月3日，美股百货商店板块表现强势，<a href=\"https://laohu8.com/S/M\">梅西百货</a>、<a href=\"https://laohu8.com/S/DDS\">狄乐百货</a>涨超8%，<a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>涨超6%，<a href=\"https://laohu8.com/S/KSS\">科尔士百货</a>涨超3%</p><p><img src=\"https://static.tigerbbs.com/486d70a57d972bdbfed3da18be6a6eda\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dff4f51380338d4e15eb6131b46e8f8","relate_stocks":{"KSS":"柯尔百货","DDS":"狄乐百货","M":"梅西百货","JWN":"诺德斯特龙"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176325686","content_text":"1月3日，美股百货商店板块表现强势，梅西百货、狄乐百货涨超8%，诺德斯特龙涨超6%，科尔士百货涨超3%","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985100826,"gmtCreate":1667338343966,"gmtModify":1676537898667,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985100826","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982444893,"gmtCreate":1667252463613,"gmtModify":1676537883304,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982444893","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055776410,"gmtCreate":1655328181130,"gmtModify":1676535611996,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055776410","repostId":"1119171581","repostType":4,"repost":{"id":"1119171581","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":1655316642,"share":"https://ttm.financial/m/news/1119171581?lang=&edition=fundamental","pubTime":"2022-06-16 02:10","market":"us","language":"en","title":"U.S. Stocks Give up Some of Their Gains After Fed Hike, Dow Jones Is Almost Flat","url":"https://stock-news.laohu8.com/highlight/detail?id=1119171581","media":"Tiger Newspress","summary":"U.S. Stocks Give up Some of Their Gains After Fed Hike. Dow Jones rise 0.18%, S&P500 rise 0.47% whil","content":"<html><head></head><body><p>U.S. Stocks Give up Some of Their Gains After Fed Hike. Dow Jones rise 0.18%, S&amp;P500 rise 0.47% while Nasdaq rise 1.1%.<img src=\"https://static.tigerbbs.com/1b070e8bf79ce0e183c904025166c470\" tg-width=\"518\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/>Earlier, stock rose after major European indexes popped as the ECB called an emergency policy meeting where the central bank instructed staff to create a new tool toaddress yield fragmentation.</p><p>&#34;Not exactly a bazooka,&#34; economics lecturer Daniel McLaughlin tweeted. &#34;The ECB called an emergency meeting this AM, so explicitly acknowledging that fragmentation is already there in the EA, and said it would reinvest the PEPP flexibly (as it said it could last week) and has set up committees to come up with something else.&#34;</p><p>Global yields fell and put pressure on Treasury yields. U.S. rates are now off their lows.</p><p>The 10-year Treasury yield is down 7 basis points to 3.41% and the 2-year is also down 9 basis points to 3.35%.</p><p>Before the bell the market digested weak May retail sales numbers. Sales fell 0.3%, compared with forecasts for a rise of 0.1%, while April&#39;s figure was revised down.</p><p>The retail control group, which goes into GDP calculations, was flat.</p><p>The &#34;factors that have sustained spending thus far are getting near the end of their rope, and we are increasingly concerned that goods spending will slow sharply and that will be particularly evident in retail sales which is mostly a measure of goods spending,&#34; Wells Fargo said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Give up Some of Their Gains After Fed Hike, Dow Jones Is Almost Flat</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\">\nU.S. Stocks Give up Some of Their Gains After Fed Hike, Dow Jones Is Almost Flat\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\">2022-06-16 02:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stocks Give up Some of Their Gains After Fed Hike. Dow Jones rise 0.18%, S&amp;P500 rise 0.47% while Nasdaq rise 1.1%.<img src=\"https://static.tigerbbs.com/1b070e8bf79ce0e183c904025166c470\" tg-width=\"518\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/>Earlier, stock rose after major European indexes popped as the ECB called an emergency policy meeting where the central bank instructed staff to create a new tool toaddress yield fragmentation.</p><p>&#34;Not exactly a bazooka,&#34; economics lecturer Daniel McLaughlin tweeted. &#34;The ECB called an emergency meeting this AM, so explicitly acknowledging that fragmentation is already there in the EA, and said it would reinvest the PEPP flexibly (as it said it could last week) and has set up committees to come up with something else.&#34;</p><p>Global yields fell and put pressure on Treasury yields. U.S. rates are now off their lows.</p><p>The 10-year Treasury yield is down 7 basis points to 3.41% and the 2-year is also down 9 basis points to 3.35%.</p><p>Before the bell the market digested weak May retail sales numbers. Sales fell 0.3%, compared with forecasts for a rise of 0.1%, while April&#39;s figure was revised down.</p><p>The retail control group, which goes into GDP calculations, was flat.</p><p>The &#34;factors that have sustained spending thus far are getting near the end of their rope, and we are increasingly concerned that goods spending will slow sharply and that will be particularly evident in retail sales which is mostly a measure of goods spending,&#34; Wells Fargo said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119171581","content_text":"U.S. Stocks Give up Some of Their Gains After Fed Hike. Dow Jones rise 0.18%, S&P500 rise 0.47% while Nasdaq rise 1.1%.Earlier, stock rose after major European indexes popped as the ECB called an emergency policy meeting where the central bank instructed staff to create a new tool toaddress yield fragmentation.\"Not exactly a bazooka,\" economics lecturer Daniel McLaughlin tweeted. \"The ECB called an emergency meeting this AM, so explicitly acknowledging that fragmentation is already there in the EA, and said it would reinvest the PEPP flexibly (as it said it could last week) and has set up committees to come up with something else.\"Global yields fell and put pressure on Treasury yields. U.S. rates are now off their lows.The 10-year Treasury yield is down 7 basis points to 3.41% and the 2-year is also down 9 basis points to 3.35%.Before the bell the market digested weak May retail sales numbers. Sales fell 0.3%, compared with forecasts for a rise of 0.1%, while April's figure was revised down.The retail control group, which goes into GDP calculations, was flat.The \"factors that have sustained spending thus far are getting near the end of their rope, and we are increasingly concerned that goods spending will slow sharply and that will be particularly evident in retail sales which is mostly a measure of goods spending,\" Wells Fargo said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055385323,"gmtCreate":1655247349162,"gmtModify":1676535592085,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055385323","repostId":"1159529132","repostType":4,"repost":{"id":"1159529132","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":1655214976,"share":"https://ttm.financial/m/news/1159529132?lang=&edition=fundamental","pubTime":"2022-06-14 21:56","market":"us","language":"en","title":"FedEx Surged Over 12% in Morning Trading After Increasing Its Quarterly Dividend By More Than 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159529132","media":"Tiger Newspress","summary":"FedEx surged over 12% in morning trading after increasing its quarterly dividend by more than 50%.Fe","content":"<html><head></head><body><p>FedEx surged over 12% in morning trading after increasing its quarterly dividend by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/3024b9ced0ad327185f47352a40039de\" tg-width=\"765\" tg-height=\"570\" width=\"100%\" height=\"auto\"/>FedEx said it would raise its quarterly dividend by 53% to $1.15, up from $0.70. The dividend will be paid on July 11 to investors who owned the stock as of the end of trading on June 27.</p><p>The company also added three directors in an agreement with DE Shaw and aid it would focus on shareholder returns and would tie executive compensation, in part, to those returns,</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>FedEx Surged Over 12% in Morning Trading After Increasing Its Quarterly Dividend By More Than 50%</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\">\nFedEx Surged Over 12% in Morning Trading After Increasing Its Quarterly Dividend By More Than 50%\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\">2022-06-14 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>FedEx surged over 12% in morning trading after increasing its quarterly dividend by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/3024b9ced0ad327185f47352a40039de\" tg-width=\"765\" tg-height=\"570\" width=\"100%\" height=\"auto\"/>FedEx said it would raise its quarterly dividend by 53% to $1.15, up from $0.70. The dividend will be paid on July 11 to investors who owned the stock as of the end of trading on June 27.</p><p>The company also added three directors in an agreement with DE Shaw and aid it would focus on shareholder returns and would tie executive compensation, in part, to those returns,</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159529132","content_text":"FedEx surged over 12% in morning trading after increasing its quarterly dividend by more than 50%.FedEx said it would raise its quarterly dividend by 53% to $1.15, up from $0.70. The dividend will be paid on July 11 to investors who owned the stock as of the end of trading on June 27.The company also added three directors in an agreement with DE Shaw and aid it would focus on shareholder returns and would tie executive compensation, in part, to those returns,","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055382402,"gmtCreate":1655247321706,"gmtModify":1676535592070,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055382402","repostId":"2243089386","repostType":4,"repost":{"id":"2243089386","kind":"highlight","pubTimestamp":1655216445,"share":"https://ttm.financial/m/news/2243089386?lang=&edition=fundamental","pubTime":"2022-06-14 22:20","market":"us","language":"en","title":"2 Green Flags for AMD's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2243089386","media":"Motley Fool","summary":"These major catalysts could help the chipmaker sustain its hot growth streak over the long run.","content":"<html><head></head><body><p><b>Advanced Micro Devices</b> may not be the dominant player in the graphics processing unit (GPU) market, where rival <b>Nvidia</b> rules the roost, but there is no doubt that the massive opportunity in this space is going to be a key catalyst for the former&#39;s growth in the long run.</p><p>According to Jon Peddie Research, Nvidia controlled 78% of the market for discrete GPUs used in gaming personal computers (PCs) and laptops in the first quarter of the year. Similarly, Nvidia also dominates the market for data center graphics cards with an estimated market share of over 80%, according to market research firm Omdia.</p><p>AMD, however, has shown signs that it could win big from the PC and data center GPU markets, which are two green flags that investors may want to take a closer look at.</p><h2>AMD&#39;s gaming GPU sales are heading higher</h2><p>AMD CEO Lisa Su pointed out on the company&#39;s May earnings conference call that sales of the company&#39;s desktop GPUs had nearly doubled on a year-over-year basis. Su added that the first notebooks featuring its new Radeon 6000 mobile graphics cards were launched last quarter, and their sales should start ramping up as the year progresses.</p><p>AMD generated $2.8 billion in revenue from its computing and graphics segment last quarter, an increase of 33% year over year. The company pointed out that an increase in the average selling price of GPUs on account of an increase in sales of high-end PC graphics cards played an important role in this segment&#39;s growth last quarter. AMD witnessed record sales of desktop GPUs last quarter, and it wouldn&#39;t be surprising to see the company sustain its momentum as its product roadmap indicates.</p><p>AMD revealed its gaming GPU roadmap at its recently held financial analyst day, pointing out that the company&#39;s RDNA 3 graphics cards, based on a 5-nanometer (nm) manufacturing process, will soon hit the market. It is estimated that AMD&#39;s 5nm cards could be launched this year, followed by the RDNA 4 architecture in 2024 that&#39;s expected to be based on a 3nm manufacturing process. Cards based on a smaller manufacturing node are more efficient since they pack in more transistors into a smaller area -- which allows them to carry out more calculations while generating less heat -- and are also cheaper to manufacture.</p><p>This indicates that AMD will be hot on the heels of Nvidia, whose RTX 40 series cards -- based on a 5nm manufacturing process -- are set to be released later this year as well. More importantly, AMD claims that its new gaming cards could deliver at least 50% performance gains over the current offerings.</p><p>On the other hand, AMD&#39;s notebook GPU sales should also pick up the pace, as its latest Radeon RX 6000 series processors have scored three times as many design wins as compared to their predecessors. This should ideally lead to a sharp increase in the number of laptops and notebooks featuring AMD graphics cards as more OEMs (original equipment manufacturers) have selected its chips to power their offerings.</p><p>All of this indicates that AMD is setting itself up to corner a bigger share of the gaming GPU market, where Nvidia is currently the leading player. Given that sales of discrete GPUs could hit $54 billion in 2025, climbing from $23 billion in 2020, AMD&#39;s growth in this market would be a solid green flag for the company&#39;s future.</p><h2>The data center GPU business should get better</h2><p>We have already seen that Nvidia dominates the data center GPU market, but AMD has been gaining some traction in this business as well. AMD enjoyed solid growth in the data center GPU business last year thanks to the increasing adoption of its accelerators by high-performance computing providers.</p><p>AMD closed 2021 with multiple wins for its data center accelerators that were selected by supercomputer operators. The chipmaker says that the trend of winning business for its data center graphics cards at cloud customers has continued in 2022. AMD is looking to push the envelope further in the data center graphics cards space, as indicated by the company&#39;s product roadmap.</p><p>It plans to launch its next-generation data center GPUs based on a 5nm manufacturing process next year, which would be an upgrade over the current-generation 6nm chips. AMD estimates that the shift to the new CDNA 3 data center GPU architecture could deliver 5x performance/watt gains over the current chips in tackling artificial intelligence (AI) workloads. Put simply, AMD&#39;s upcoming data center chips are expected to carry significantly more computational power for every watt of electricity that they consume.</p><p>AMD estimates that the data center GPU market could help unlock a $64 billion addressable market for the company in the long run. So the company is scratching the surface of a massive opportunity, as its combined data center GPU and CPU (central processing unit) revenue reportedly stood at $3.78 billion last year.</p><p>The secular growth of the data center GPU market along with AMD&#39;s product development moves should help it corner a nice chunk of the opportunity on offer, which should give a nice lift to the company&#39;s revenue and earnings and help this semiconductor stock deliver a healthy upside in the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Green Flags for AMD's Future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Green Flags for AMD's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/14/2-green-flags-for-amds-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices may not be the dominant player in the graphics processing unit (GPU) market, where rival Nvidia rules the roost, but there is no doubt that the massive opportunity in this space...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/14/2-green-flags-for-amds-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/06/14/2-green-flags-for-amds-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243089386","content_text":"Advanced Micro Devices may not be the dominant player in the graphics processing unit (GPU) market, where rival Nvidia rules the roost, but there is no doubt that the massive opportunity in this space is going to be a key catalyst for the former's growth in the long run.According to Jon Peddie Research, Nvidia controlled 78% of the market for discrete GPUs used in gaming personal computers (PCs) and laptops in the first quarter of the year. Similarly, Nvidia also dominates the market for data center graphics cards with an estimated market share of over 80%, according to market research firm Omdia.AMD, however, has shown signs that it could win big from the PC and data center GPU markets, which are two green flags that investors may want to take a closer look at.AMD's gaming GPU sales are heading higherAMD CEO Lisa Su pointed out on the company's May earnings conference call that sales of the company's desktop GPUs had nearly doubled on a year-over-year basis. Su added that the first notebooks featuring its new Radeon 6000 mobile graphics cards were launched last quarter, and their sales should start ramping up as the year progresses.AMD generated $2.8 billion in revenue from its computing and graphics segment last quarter, an increase of 33% year over year. The company pointed out that an increase in the average selling price of GPUs on account of an increase in sales of high-end PC graphics cards played an important role in this segment's growth last quarter. AMD witnessed record sales of desktop GPUs last quarter, and it wouldn't be surprising to see the company sustain its momentum as its product roadmap indicates.AMD revealed its gaming GPU roadmap at its recently held financial analyst day, pointing out that the company's RDNA 3 graphics cards, based on a 5-nanometer (nm) manufacturing process, will soon hit the market. It is estimated that AMD's 5nm cards could be launched this year, followed by the RDNA 4 architecture in 2024 that's expected to be based on a 3nm manufacturing process. Cards based on a smaller manufacturing node are more efficient since they pack in more transistors into a smaller area -- which allows them to carry out more calculations while generating less heat -- and are also cheaper to manufacture.This indicates that AMD will be hot on the heels of Nvidia, whose RTX 40 series cards -- based on a 5nm manufacturing process -- are set to be released later this year as well. More importantly, AMD claims that its new gaming cards could deliver at least 50% performance gains over the current offerings.On the other hand, AMD's notebook GPU sales should also pick up the pace, as its latest Radeon RX 6000 series processors have scored three times as many design wins as compared to their predecessors. This should ideally lead to a sharp increase in the number of laptops and notebooks featuring AMD graphics cards as more OEMs (original equipment manufacturers) have selected its chips to power their offerings.All of this indicates that AMD is setting itself up to corner a bigger share of the gaming GPU market, where Nvidia is currently the leading player. Given that sales of discrete GPUs could hit $54 billion in 2025, climbing from $23 billion in 2020, AMD's growth in this market would be a solid green flag for the company's future.The data center GPU business should get betterWe have already seen that Nvidia dominates the data center GPU market, but AMD has been gaining some traction in this business as well. AMD enjoyed solid growth in the data center GPU business last year thanks to the increasing adoption of its accelerators by high-performance computing providers.AMD closed 2021 with multiple wins for its data center accelerators that were selected by supercomputer operators. The chipmaker says that the trend of winning business for its data center graphics cards at cloud customers has continued in 2022. AMD is looking to push the envelope further in the data center graphics cards space, as indicated by the company's product roadmap.It plans to launch its next-generation data center GPUs based on a 5nm manufacturing process next year, which would be an upgrade over the current-generation 6nm chips. AMD estimates that the shift to the new CDNA 3 data center GPU architecture could deliver 5x performance/watt gains over the current chips in tackling artificial intelligence (AI) workloads. Put simply, AMD's upcoming data center chips are expected to carry significantly more computational power for every watt of electricity that they consume.AMD estimates that the data center GPU market could help unlock a $64 billion addressable market for the company in the long run. So the company is scratching the surface of a massive opportunity, as its combined data center GPU and CPU (central processing unit) revenue reportedly stood at $3.78 billion last year.The secular growth of the data center GPU market along with AMD's product development moves should help it corner a nice chunk of the opportunity on offer, which should give a nice lift to the company's revenue and earnings and help this semiconductor stock deliver a healthy upside in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055382991,"gmtCreate":1655247286613,"gmtModify":1676535592057,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055382991","repostId":"1198568488","repostType":4,"repost":{"id":"1198568488","kind":"news","pubTimestamp":1655218980,"share":"https://ttm.financial/m/news/1198568488?lang=&edition=fundamental","pubTime":"2022-06-14 23:03","market":"us","language":"en","title":"6 Dividend Stocks to Buy Yielding 5% or More","url":"https://stock-news.laohu8.com/highlight/detail?id=1198568488","media":"InvestorPlace","summary":"These six stocks have yields of 5% or more and have enough earnings or cash flow to cover their divi","content":"<html><head></head><body><ul><li>These six stocks have yields of 5% or more and have enough earnings or cash flow to cover their dividend payments. This makes the stocks&#39; price action more secure, as those without sufficient cash flow tend to decline.</li><li><b>Gladstone Capital</b>(<b><u>GLAD</u></b>): This business development corporation (BDC) is comfortably able to pay out its dividend.</li><li><b>Prospect Capital</b>(<b><u>PSEC</u></b>): Another BDC, Prospect Capital&#39;s adjusted portfolio yield is in a healthy position.</li><li><b>New Mountain Finance</b>(<b><u>NMFC</u></b>): This is a private equity/buyouts and lending BDC with an attractive yield.</li><li><b>Verizon Communications</b>(<b><u>VZ</u></b>): This 5G wireless company now yields just over 5%, and its stock is cheap on a price-to-earnings basis.</li><li><b>AT&amp;T</b>(<b><u>T</u></b>): A high yield in its sector and a concluded spin-off are two reasons to buy T stock.</li><li><b>BCE</b>(<b><u>BCE</u></b>): This Canadian telecom has announced a solid dividend for the rest of the year.</li></ul><p>These six dividend stocks are very attractive because they have yields of over 5%. But they are also good investments, as the companies earn more on a monthly yield basis than the dividends they pay out to shareholders.</p><p>This latter point is very important. Often business development companies, which are a mix of a lender to small companies and a private equity firm, pay dividends that they cannot afford. In fact, they end up calling these “distributions” rather than dividends, since the amount that they can’t afford is actually a return of capital (ROC).</p><p>In the end, high-yield ROC stocks tend to fall in price. This is because you can’t fool the market. It knows that a company’s cash flow or weighted-average yield does not cover the dividend payments. The stocks on our list don’t have this problem, and this makes their stock price performance more secure.</p><p>Let’s dive in and look at these dividend stocks.</p><p><b>Gladstone Capital (GLAD)</b></p><p><b>Dividend Yield: 7.3%</b></p><p><b>Gladstone Capital</b>(NASDAQ:<b><u>GLAD</u></b>) is a business development corporation (BDC), which is sort of like a bank that makes loans to companies. It makes loans, collects the interest and pays it out to shareholders after deducting admin costs. The key here is whether the amount it earns in interest is greater than what it pays out.</p><p>Right now, its dividend at 81 cents per share yields 7.3% at today’s price of $10.40. But more importantly, its weighted-average yield earned by the company was 10.3% in the last six months. This can be seen on page 49 of the 10-Qand also in its second quarter fiscal earnings press release on May 3.</p><p>This is higher than the company’s current 7.3% yield to investors. But to make this comparison more exact, we need to adjust for the fact that GLAD stock is 9.6% over the company’s net asset value (NAV). As of March 31, the book value or net assets, after deducting all liabilities, is$9.49 per share.</p><p>Since investors are paying more than the NAV, we have to reduce the company’s 10.3% weighted average. The equivalent yield earned by the company is 9.4%. This is calculated by dividing 10.3% by 1.096. This more than covers the 7.3% yield.</p><p>One more thing. This company pays out monthly dividends. That makes this one of the more attractive dividend stocks on this list.</p><p><b>Prospect Capital (PSEC)</b></p><p><b>Dividend Yield: 9.5%</b></p><p><b>Prospect Capital Corporation</b>(NASDAQ:<b><u>PSPC</u></b>) is also another BDC. The stock yields 9.5% annually and pays out its dividends on a monthly basis. The annualized yield of its investments for the last nine months at the end of Q3 was 8.4%. In addition, its price at $7.21 price is just 67% of its $10.81 NAV at the end of 2021.</p><p>After adjusting for its 67% price-to-NAV ratio, the adjusted portfolio yield is 12.5%. This is much higher than its 8.1% distribution yield to investors.</p><p>As a result, investors in Prospect Capital should be confident that the company can keep paying its high 9.5% dividend yield. Of course, as the price rises, the yield will fall, and the spread of the company’s portfolio yield over the yield to investors will narrow.</p><p><b>New Mountain Finance (NMFC)</b></p><p><b>Dividend Yield: 9.5%</b></p><p>New Mountain Finance Corp is a BDC that focuses on private equity buyouts and related loans and general lending to middle-market firms. The stock is very attractive as it yields 9.5%, and this appears to be covered by its portfolio investment yield.</p><p>Moreover, at $12.17, NMFC stock trades for just 90% of its NAV at $13.56 per share as of March 31. That alone makes this a good investment worth buying.</p><p>In addition, New Mountain Finance generates enough income to cover its payments. One way to see is that the company reports that its yield-to-maturity at cost is approximately 9.8%. That is higher than the 9.5% dividend yield to investors.</p><p>Moreover, after adjusting this figure for the 93.4% price-to-NAV, the adjusted portfolio yield is 11%. In other words, by buying below the book value, the investment yield is below the portfolio yield on a comparable adjusted basis of about 150 basis points.</p><p>This makes NMFC stock one of the better dividend stocks on this list.</p><p><b>Verizon (VZ)</b></p><p><b>Yield: 5%</b></p><p><b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>) is a 5G wireless company that now yields 5% with its annual $2.56 annual dividend payment.</p><p>Verizon is likely to declare another dividend increase at its next dividend announcement sometime at the end of August. This is because it has now paid the same 64-cent quarterly dividend for the past three quarters(with another payout coming up in July) and for the past 18 years, Verizon has raised its dividend.</p><p>VZ stock is also cheap at 9.4 times earnings, according to <i>Seeking Alpha</i>. And since earnings are forecast to grow 3.1% in 2023 to $5.57, its price-to-earnings (P/E) multiple falls to 9.12 times.</p><p>This also shows that the $5.57 earnings per share (EPS) estimate for 2023 is more than sufficient to cover the annual $2.56 dividend payment and increase that might occur.</p><p>This makes VZ one of the best dividend stocks out there right now. That is especially the case, since it is an operating company and not a business development company. An operating company has a much more robust revenue and expense reality than a BDC.</p><p><b>AT&amp;T (T)</b></p><p><b>Dividend Yield: 5.4%</b></p><p><b>AT&amp;T</b>(NYSE:<b><u>T</u></b>) has completed the spinoff of its WarnerMedia division and merged it with Discovery to form <b>Warner Bros Discovery</b>(NASDAQ:<b><u>WBD</u></b>). This makes it a pure wireless telecom stock with earnings set to hit $2.56 per share this year and $2.52 in 2023, its first full year on a standalone basis.</p><p>AT&amp;T’s $1.11 dividend per share provides a yield of 5.4% at today’s price. This also makes T stock one of the highest-yielding telecom dividend stocks.</p><p>The company’s earnings are partially depressed by the spinoff costs and its reorganization and cost-cutting as a focused wireless company. That should improve over the next several years. Therefore, investors can expect that this will be one of the better dividend stocks.</p><p><b>Dividend Stocks: BCE (BCE)</b></p><p><b>Dividend Yield: 5.5%</b></p><p><b>BCE</b>(NYSE:<b><u>BCE</u></b>) is a Canadian telecom, media and internet broadband company. Analysts forecast that earnings will hit $2.66 this year, up 11% from $2.39 last year. Moreover, they forecast a 5.6% higher EPS in 2023 to $2.81.</p><p>BCE’s dividend is paid in CAD. In 2021, it paid 3.50 CAD, currently the equivalent of $2.71.</p><p>There is no guesswork here. The company has already posted that it plans on paying92 cents CADquarterly for the next three quarters. Given that the U.S. dollar exchange rate is currently 78 cents per CAD, that approximates 71 cents and change before any fees.</p><p>Nevertheless, this just barely meets the cutoff criteria, as its payout ratio is about 100% (maybe slightly over that). That makes it one of the viable dividend stocks on this list.</p></body></html>","source":"lsy1606302653667","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>6 Dividend Stocks to Buy Yielding 5% or More</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\">\n6 Dividend Stocks to Buy Yielding 5% or More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/6-dividend-stocks-to-buy-yielding-5-or-more/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These six stocks have yields of 5% or more and have enough earnings or cash flow to cover their dividend payments. This makes the stocks' price action more secure, as those without sufficient cash ...</p>\n\n<a href=\"https://investorplace.com/2022/06/6-dividend-stocks-to-buy-yielding-5-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSEC":"普罗斯佩克特资本","T":"美国电话电报","BCE":"加拿大贝尔","VZ":"威瑞森","GLAD":"格拉德斯通资本","NMFC":"New Mountain Finance Corp"},"source_url":"https://investorplace.com/2022/06/6-dividend-stocks-to-buy-yielding-5-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198568488","content_text":"These six stocks have yields of 5% or more and have enough earnings or cash flow to cover their dividend payments. This makes the stocks' price action more secure, as those without sufficient cash flow tend to decline.Gladstone Capital(GLAD): This business development corporation (BDC) is comfortably able to pay out its dividend.Prospect Capital(PSEC): Another BDC, Prospect Capital's adjusted portfolio yield is in a healthy position.New Mountain Finance(NMFC): This is a private equity/buyouts and lending BDC with an attractive yield.Verizon Communications(VZ): This 5G wireless company now yields just over 5%, and its stock is cheap on a price-to-earnings basis.AT&T(T): A high yield in its sector and a concluded spin-off are two reasons to buy T stock.BCE(BCE): This Canadian telecom has announced a solid dividend for the rest of the year.These six dividend stocks are very attractive because they have yields of over 5%. But they are also good investments, as the companies earn more on a monthly yield basis than the dividends they pay out to shareholders.This latter point is very important. Often business development companies, which are a mix of a lender to small companies and a private equity firm, pay dividends that they cannot afford. In fact, they end up calling these “distributions” rather than dividends, since the amount that they can’t afford is actually a return of capital (ROC).In the end, high-yield ROC stocks tend to fall in price. This is because you can’t fool the market. It knows that a company’s cash flow or weighted-average yield does not cover the dividend payments. The stocks on our list don’t have this problem, and this makes their stock price performance more secure.Let’s dive in and look at these dividend stocks.Gladstone Capital (GLAD)Dividend Yield: 7.3%Gladstone Capital(NASDAQ:GLAD) is a business development corporation (BDC), which is sort of like a bank that makes loans to companies. It makes loans, collects the interest and pays it out to shareholders after deducting admin costs. The key here is whether the amount it earns in interest is greater than what it pays out.Right now, its dividend at 81 cents per share yields 7.3% at today’s price of $10.40. But more importantly, its weighted-average yield earned by the company was 10.3% in the last six months. This can be seen on page 49 of the 10-Qand also in its second quarter fiscal earnings press release on May 3.This is higher than the company’s current 7.3% yield to investors. But to make this comparison more exact, we need to adjust for the fact that GLAD stock is 9.6% over the company’s net asset value (NAV). As of March 31, the book value or net assets, after deducting all liabilities, is$9.49 per share.Since investors are paying more than the NAV, we have to reduce the company’s 10.3% weighted average. The equivalent yield earned by the company is 9.4%. This is calculated by dividing 10.3% by 1.096. This more than covers the 7.3% yield.One more thing. This company pays out monthly dividends. That makes this one of the more attractive dividend stocks on this list.Prospect Capital (PSEC)Dividend Yield: 9.5%Prospect Capital Corporation(NASDAQ:PSPC) is also another BDC. The stock yields 9.5% annually and pays out its dividends on a monthly basis. The annualized yield of its investments for the last nine months at the end of Q3 was 8.4%. In addition, its price at $7.21 price is just 67% of its $10.81 NAV at the end of 2021.After adjusting for its 67% price-to-NAV ratio, the adjusted portfolio yield is 12.5%. This is much higher than its 8.1% distribution yield to investors.As a result, investors in Prospect Capital should be confident that the company can keep paying its high 9.5% dividend yield. Of course, as the price rises, the yield will fall, and the spread of the company’s portfolio yield over the yield to investors will narrow.New Mountain Finance (NMFC)Dividend Yield: 9.5%New Mountain Finance Corp is a BDC that focuses on private equity buyouts and related loans and general lending to middle-market firms. The stock is very attractive as it yields 9.5%, and this appears to be covered by its portfolio investment yield.Moreover, at $12.17, NMFC stock trades for just 90% of its NAV at $13.56 per share as of March 31. That alone makes this a good investment worth buying.In addition, New Mountain Finance generates enough income to cover its payments. One way to see is that the company reports that its yield-to-maturity at cost is approximately 9.8%. That is higher than the 9.5% dividend yield to investors.Moreover, after adjusting this figure for the 93.4% price-to-NAV, the adjusted portfolio yield is 11%. In other words, by buying below the book value, the investment yield is below the portfolio yield on a comparable adjusted basis of about 150 basis points.This makes NMFC stock one of the better dividend stocks on this list.Verizon (VZ)Yield: 5%Verizon Communications(NYSE:VZ) is a 5G wireless company that now yields 5% with its annual $2.56 annual dividend payment.Verizon is likely to declare another dividend increase at its next dividend announcement sometime at the end of August. This is because it has now paid the same 64-cent quarterly dividend for the past three quarters(with another payout coming up in July) and for the past 18 years, Verizon has raised its dividend.VZ stock is also cheap at 9.4 times earnings, according to Seeking Alpha. And since earnings are forecast to grow 3.1% in 2023 to $5.57, its price-to-earnings (P/E) multiple falls to 9.12 times.This also shows that the $5.57 earnings per share (EPS) estimate for 2023 is more than sufficient to cover the annual $2.56 dividend payment and increase that might occur.This makes VZ one of the best dividend stocks out there right now. That is especially the case, since it is an operating company and not a business development company. An operating company has a much more robust revenue and expense reality than a BDC.AT&T (T)Dividend Yield: 5.4%AT&T(NYSE:T) has completed the spinoff of its WarnerMedia division and merged it with Discovery to form Warner Bros Discovery(NASDAQ:WBD). This makes it a pure wireless telecom stock with earnings set to hit $2.56 per share this year and $2.52 in 2023, its first full year on a standalone basis.AT&T’s $1.11 dividend per share provides a yield of 5.4% at today’s price. This also makes T stock one of the highest-yielding telecom dividend stocks.The company’s earnings are partially depressed by the spinoff costs and its reorganization and cost-cutting as a focused wireless company. That should improve over the next several years. Therefore, investors can expect that this will be one of the better dividend stocks.Dividend Stocks: BCE (BCE)Dividend Yield: 5.5%BCE(NYSE:BCE) is a Canadian telecom, media and internet broadband company. Analysts forecast that earnings will hit $2.66 this year, up 11% from $2.39 last year. Moreover, they forecast a 5.6% higher EPS in 2023 to $2.81.BCE’s dividend is paid in CAD. In 2021, it paid 3.50 CAD, currently the equivalent of $2.71.There is no guesswork here. The company has already posted that it plans on paying92 cents CADquarterly for the next three quarters. Given that the U.S. dollar exchange rate is currently 78 cents per CAD, that approximates 71 cents and change before any fees.Nevertheless, this just barely meets the cutoff criteria, as its payout ratio is about 100% (maybe slightly over that). That makes it one of the viable dividend stocks on this list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055386434,"gmtCreate":1655247270628,"gmtModify":1676535592049,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055386434","repostId":"2243494679","repostType":4,"repost":{"id":"2243494679","kind":"highlight","pubTimestamp":1655306454,"share":"https://ttm.financial/m/news/2243494679?lang=&edition=fundamental","pubTime":"2022-06-15 23:20","market":"sg","language":"en","title":"NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2243494679","media":"Seekingalpha","summary":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from ","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>It is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2&#39;22 onwards, given the massive impact of China&#39;s ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2&#39;22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2&#39;22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.</p><p>Risk-averse investors would be well advised of NIO&#39;s potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.</p><p>Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.</p><p>Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.</p><h2><b>NIO Reported Slowing Revenue Growth And Sustained Un-Profitability</b></h2><p><b>NIO Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ca5626d65bcd14ea9e68ba8f4282a46d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported revenues of $1.56B in FQ1&#39;22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2&#39;22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1&#39;22 compared to 19.5% in FQ1&#39;21. With rising battery and chip costs, we expect NIO&#39;s gross margins to continue declining in FQ2&#39;22 before potentially recovering once the price hikes kick in by FQ3&#39;22.</p><p>In FQ1&#39;22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:</p><blockquote>Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)</blockquote><p><b>NIO Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/704aba7cd5e743697335b2ee75e16612\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1&#39;22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1&#39;22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.</p><p><b>NIO R&amp;D and Selling General &amp; Admin Expenses</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b76193ccef6cf51d6ce1cb26b52b84e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p><b>NIO Long-Term Debt, Cash/ Equivalent, and Share Dilution</b></p><p></p><p><img src=\"https://static.tigerbbs.com/beb728a98a6a79d4c7cf83ca56b7a370\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Due to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1&#39;22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1&#39;22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.</p><h2>NIO Will Most Likely Fail To Deliver In FQ2&#39;22</h2><p><b>NIO Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/1e431100e75de1993cf165583a915cbb\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Over the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.</p><p>Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO&#39;s FY2022 revenue, given Shanghai&#39;s continuous lockdowns. The company itself had guided FQ2&#39;22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO&#39;s delivery guidance of at least 23K vehicles for FQ2&#39;22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.</p><p>In contrast, we may expect improvement by H2&#39;22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China&#39;s Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.</p><p>In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.</p><ul><li>NIO: Down 55% With Supercharged Growth - Time To Buy Now</li></ul><h2><b>So, Is NIO Stock A Buy, Sell, or Hold?</b></h2><h2><b> </b></h2><p><b>NIO 3Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b2d07698f9480734680a03d86b698970\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.</p><p><b>NIO 3Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ad1ad9132060d18429ffb22f39607a5a\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Given the macro issues and China&#39;s unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO&#39;s delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.</p><p>Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2&#39;23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.</p><p>Therefore, we <i>rate NIO stock as a Hold for now.</i></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>NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243494679","content_text":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2'22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2'22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.Risk-averse investors would be well advised of NIO's potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As one of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.NIO Reported Slowing Revenue Growth And Sustained Un-ProfitabilityNIO Revenue and Gross IncomeS&P Capital IQNIO reported revenues of $1.56B in FQ1'22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2'22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1'22 compared to 19.5% in FQ1'21. With rising battery and chip costs, we expect NIO's gross margins to continue declining in FQ2'22 before potentially recovering once the price hikes kick in by FQ3'22.In FQ1'22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)NIO Net Income and Net Income MarginS&P Capital IQNIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1'22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1'22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.NIO R&D and Selling General & Admin ExpensesS&P Capital IQNIO Long-Term Debt, Cash/ Equivalent, and Share DilutionS&P Capital IQDue to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1'22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1'22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.NIO Will Most Likely Fail To Deliver In FQ2'22NIO Projected Revenue and Net IncomeS&P Capital IQOver the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO's FY2022 revenue, given Shanghai's continuous lockdowns. The company itself had guided FQ2'22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO's delivery guidance of at least 23K vehicles for FQ2'22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.In contrast, we may expect improvement by H2'22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China's Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.NIO: Down 55% With Supercharged Growth - Time To Buy NowSo, Is NIO Stock A Buy, Sell, or Hold? NIO 3Y EV/Revenue and P/E ValuationsS&P Capital IQNIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.NIO 3Y Stock PriceSeeking AlphaGiven the macro issues and China's unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO's delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2'23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.Therefore, we rate NIO stock as a Hold for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055386207,"gmtCreate":1655247254509,"gmtModify":1676535592048,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055386207","repostId":"1154837637","repostType":4,"repost":{"id":"1154837637","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":1655220136,"share":"https://ttm.financial/m/news/1154837637?lang=&edition=fundamental","pubTime":"2022-06-14 23:22","market":"us","language":"en","title":"U.S. Stocks Erased Earlier Gains and Turned Down in Morning Trading, Dow Jones Slid Over 0.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154837637","media":"Tiger Newspress","summary":"U.S. stocks erased earlier gains and turned down in morning trading. Dow Jones slid 0.52%; S&P 500 s","content":"<html><head></head><body><p>U.S. stocks erased earlier gains and turned down in morning trading. Dow Jones slid 0.52%; S&amp;P 500 slid 0.34% while Nasdaq slid 0.14%.<img src=\"https://static.tigerbbs.com/faf0f22a9036d8adabf82cbbbfdec92d\" tg-width=\"513\" tg-height=\"112\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Erased Earlier Gains and Turned Down in Morning Trading, Dow Jones Slid Over 0.5%</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 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class=\"title\">\nU.S. Stocks Erased Earlier Gains and Turned Down in Morning Trading, Dow Jones Slid Over 0.5%\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\">2022-06-14 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks erased earlier gains and turned down in morning trading. Dow Jones slid 0.52%; S&amp;P 500 slid 0.34% while Nasdaq slid 0.14%.<img src=\"https://static.tigerbbs.com/faf0f22a9036d8adabf82cbbbfdec92d\" tg-width=\"513\" tg-height=\"112\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154837637","content_text":"U.S. stocks erased earlier gains and turned down in morning trading. Dow Jones slid 0.52%; S&P 500 slid 0.34% while Nasdaq slid 0.14%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006002011,"gmtCreate":1641543320576,"gmtModify":1676533627429,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006002011","repostId":"1125597424","repostType":4,"repost":{"id":"1125597424","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1641541701,"share":"https://ttm.financial/m/news/1125597424?lang=&edition=fundamental","pubTime":"2022-01-07 15:48","market":"sh","language":"zh","title":"2022年怎么投？多位私募大佬给出最新观点","url":"https://stock-news.laohu8.com/highlight/detail?id=1125597424","media":"券商中国","summary":"新年已至，万象更新！对投资人来说，去年的股市极端分化，机会很多，同时难度也不小；展望2022年，市场会如何演绎，机会又将在哪里？近期，多位私募大佬相继对外发声、发表最新观点，行业大咖们对新年股市总体看","content":"<html><head></head><body><p>新年已至，万象更新！对投资人来说，去年的股市极端分化，机会很多，同时难度也不小；展望2022年，市场会如何演绎，机会又将在哪里？</p><p>近期，多位私募大佬相继对外发声、发表最新观点，行业大咖们对新年股市总体看法积极，高端制造、军工是最被看好的赛道。其中，余海丰在新年展望中提出乐观看待港股、中概股，更是令人眼前一亮。</p><p><b>余海丰：要降低收益率预期，乐观看待港股、中概股</b></p><p>1月2日凌晨，慎知资产创始人余海丰在公司官微发布了2022年展望。</p><p>谈到新年股市，余海丰表示，过去几年，股市总体估值都不是问题，如果有问题也都是结构性问题，某个或者某几个板块估值过高。</p><p>“简单算笔账，2018年四季度，沪深300指数平均运行在3200点，2019、2020、2021年三年累计净利润增长了大概40%，估值不变，简单平移的话，也应该有4500点。比最新收盘低10%，但考虑到2018年四季度情绪极为悲观，目前的点位，估值是不贵的，甚至应该说是有吸引力的；而对于港股和中概股，估值（早）已经是历史最低水平了。”</p><p>余海丰称，综合来看，2022年面临的有利因素是，政策转向保增长、全球将逐步走出疫情、估值至少不是拖累；不利因素是，在不大幅放水的前提下如何稳住房地产市场尚需观察、美国进入加息周期，另外，2021年股市总体情绪高昂，A股表现和基本面存在裂口，有回归的压力。</p><p>在看来，2022年有以下几点总体结论：</p><p>一、要降低收益率预期，甚至要做好迎接挑战的准备。但是，即便有下行，空间也比较有限，风险是结构性的。如果遇到下跌，要保持乐观，要积极拥抱，因为中国终于要过掉房地产这一关了，过了这一关，就是一片坦途。</p><p>二、投资方向，全年要均衡配置。基本面很强的，估值很贵；基本面逆风的，奈何便宜、甚至是非常便宜，而且政策也明确了要保增长，这一点使得风口以外的行业边际上是向好的。</p><p>值得一提的是，对于港股和中概股，余海丰态度乐观。“一句话：你我终究都是要死的，明天不照样活蹦乱跳的活着吗。估值跌到这个份上，就别拿放大镜看问题了。”</p><p>最后他还摘抄雪莱《咏死》中的一段，送给每一个深陷中概股的投资人：</p><p>“人啊！请鼓起心灵的勇气</p><p>耐过这世途的阴影和风暴，</p><p>等奇异的晨光一旦升起，</p><p>就会消融你头上的云涛；</p><p>地狱和天堂就化为乌有，</p><p>留给你的只是永恒的宇宙。”</p><p><b>刘青山：2022年不悲观，寻找优质高成长性公司</b></p><p>明星私募清和泉资本日前举办年度策略会，清和泉资本董事长刘青山在会上表示， 展望2022年，结论是：第一，不悲观。第二，出路在于寻找优质的有成长性的高ROE的公司，会有超额收益。</p><p>刘青山指出，2022年，我们面临着一个影响市场流动性跟中美错位的流动性环境的市场。中观层面，中国经济面临着压力，要托底，稳增长，跟长期调结构之间带来的纠结、局促的压力情况之下，不同的经济政策、不同的经济环境、不同的经济发展阶段、不同的产业政策，决定着面临着不同的市场风格。微观层面，经济企稳，经济有信心，在这个情况之下要考虑的是好股票都涨了很多，估值不便宜，而便宜的股票都看不到它的未来。</p><p>谈到市场机会，刘青山认为，碳中和能源革命带来两个替代：第一，电力能源对化石能源的替代。第二，电力能源里清洁能源对火电、对传统能源的替代。其中机会主要表现在，第一，替代的过程中运营商的机会。第二，因为清洁能源、新能源的增加对电网、对供给侧、配电侧、输电侧也有很好的机会。</p><p>此外，从硬科技来讲，我们由全球的代工到中国的自主可控。表现在几个方面：</p><p>一、军工。现在的军工跟过去的军工不一样，过去的军工是炒概念，现在是在不断释放业绩的过程中。</p><p>二、大飞机的民用化。在未来五年、十年，中国在大飞机领域、民用飞机领域也要像别的产业一样有自己的一席之地，由此带来的机会也是比较长期的。</p><p>三、从全球代工到自主可控，重点提一下汽车的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化。经过这几年的发展，中国电动车产业的产业链完整而且在全球占有比较好的位置。电动车和智能化是连在一起的，当电动车到了一定的程度，智能车的特征就会非常明显，这一块机会很大。</p><p>四、受损于疫情的行业或者板块，长期来看有竞争力的一些板块，会重新得到关注。</p><p><b>徐小庆：明年股市比今年乐观</b></p><p>敦和资管首席经济学家徐小庆在日前的公司策略会上也分享了自己对明年大类资产配置的看法。</p><p>徐小庆认为，明年的股票市场会是一个普遍性的机会，行业的分化特征下降、轮动增强。明年股票总体要比今年乐观。这并非是因为基本面，中国的股票盈利已经进入到一个下行周期，明年股票的上涨更多体现为流动性推动的特征。建议明年股票配置要更加均衡，不要过于集中。</p><p>“现在中国处在第二个转型期，中国的经济驱动从消费驱动转向产业升级的驱动，就是我们讲的制造业大的主题。所以表现在行业配置上就是制造业相关的配置权重开始逐步超过消费类权重，我们非常希望中国能够在高端制造业产业提升这条路上能够越走越远。”他说。</p><p>徐小庆还表示，如果接下来政府是全面稳增长的基调，债券会有阶段性压力，稳增长总体而言更有利于商品和股票，大家会预期未来经济会向好，从这个角度来讲对债券是不利的，但我们现在处在经济增长中枢下台阶、地产周期见顶的阶段，利率大概率长期进入到一个低利率时代。</p><p>至于商品，徐小庆认为，商品的交易逻辑明年会更多转向需求端。在稳增长政策下，明年上半年商品需求可能相对还可以。到明年下半年，商品需求端较大的风险来自海外，以美国为代表的消费需求可能会出现较大下滑。</p><p><b>源乐晟资产：看好中国制造业升级和核心供应链的自主可控</b></p><p>对于2022年的股市，源乐晟资产重点指出了几大投资机会。</p><p>降低碳排放是目前大国之间在国际关系日趋复杂时少有能达成一致的话题，无论从地球的未来还是从“政治正确”的角度都毋庸怀疑各国进行绿色转型的决心和行动力。</p><p>同时，百年未有之大变局的大国博弈背景下，我们必须在关键领域的关键供应链上实现安全保障，包括资源、材料、设备、技术与工艺等；在互联网向产业互联网渗透，叠加算法和算力不断突破的背景下，商业领域的诸方面早已开始了数字化转型，新冠疫情成为这一进程的加速器，在社交隔离的挑战面前，供给方和需求方都需要数字化的手段来满足自己的诉求。</p><p>随着中国劳动力人口的基本见顶和中国老龄化迅速上升，中国低端制造业出口优势正在减弱，经济增长从人口红利向人口质量红利/工程师红利转变，汽车电动化智能化产业链、创新药研发制造产业链、半导体以及新材料领域的技术突破都受益于此；总人口见顶及出生率下降的大背景下，地产在经济体的占比不可避免地下降，地产时代确定性的结束。</p><p>源乐晟资产看好中国制造业升级和核心供应链的自主可控，其中，可以从两个角度去期待中国制造业整体转型升级的机会：</p><p>一方面，工业生产制造智能化程度的提升，将原有的诸如纺织服装、电子代工厂为代表的劳动力密集型产业升级为资本密集型，而高端装备是其转型升级的必要条件。全中国有大量的劳动力密集型企业需要自动化、智能化设备来提升生产效率、降低生产成本、改善工人操作环境，因此以工业<a href=\"https://laohu8.com/S/300024\">机器人</a>为代表的高端自动化装备板块，将在未来几年继续享受黄金发展期。除此之外，机器视觉、深度学习等也将更深层次地融入到工业生产中，整体工业生产的升级将会有效带动自动化装备相关企业的业绩爆发。</p><p>另一方面，主动承接发达国家占据明显优势的高端制造及设备产能，不仅要在国际分工中承担更加重要的角色，更是国家产业战略安全的保障，以航天航空、半导体设备及制造等产业为代表。</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>2022年怎么投？多位私募大佬给出最新观点</title>\n<style 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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\">\n2022年怎么投？多位私募大佬给出最新观点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2022-01-07 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>新年已至，万象更新！对投资人来说，去年的股市极端分化，机会很多，同时难度也不小；展望2022年，市场会如何演绎，机会又将在哪里？</p><p>近期，多位私募大佬相继对外发声、发表最新观点，行业大咖们对新年股市总体看法积极，高端制造、军工是最被看好的赛道。其中，余海丰在新年展望中提出乐观看待港股、中概股，更是令人眼前一亮。</p><p><b>余海丰：要降低收益率预期，乐观看待港股、中概股</b></p><p>1月2日凌晨，慎知资产创始人余海丰在公司官微发布了2022年展望。</p><p>谈到新年股市，余海丰表示，过去几年，股市总体估值都不是问题，如果有问题也都是结构性问题，某个或者某几个板块估值过高。</p><p>“简单算笔账，2018年四季度，沪深300指数平均运行在3200点，2019、2020、2021年三年累计净利润增长了大概40%，估值不变，简单平移的话，也应该有4500点。比最新收盘低10%，但考虑到2018年四季度情绪极为悲观，目前的点位，估值是不贵的，甚至应该说是有吸引力的；而对于港股和中概股，估值（早）已经是历史最低水平了。”</p><p>余海丰称，综合来看，2022年面临的有利因素是，政策转向保增长、全球将逐步走出疫情、估值至少不是拖累；不利因素是，在不大幅放水的前提下如何稳住房地产市场尚需观察、美国进入加息周期，另外，2021年股市总体情绪高昂，A股表现和基本面存在裂口，有回归的压力。</p><p>在看来，2022年有以下几点总体结论：</p><p>一、要降低收益率预期，甚至要做好迎接挑战的准备。但是，即便有下行，空间也比较有限，风险是结构性的。如果遇到下跌，要保持乐观，要积极拥抱，因为中国终于要过掉房地产这一关了，过了这一关，就是一片坦途。</p><p>二、投资方向，全年要均衡配置。基本面很强的，估值很贵；基本面逆风的，奈何便宜、甚至是非常便宜，而且政策也明确了要保增长，这一点使得风口以外的行业边际上是向好的。</p><p>值得一提的是，对于港股和中概股，余海丰态度乐观。“一句话：你我终究都是要死的，明天不照样活蹦乱跳的活着吗。估值跌到这个份上，就别拿放大镜看问题了。”</p><p>最后他还摘抄雪莱《咏死》中的一段，送给每一个深陷中概股的投资人：</p><p>“人啊！请鼓起心灵的勇气</p><p>耐过这世途的阴影和风暴，</p><p>等奇异的晨光一旦升起，</p><p>就会消融你头上的云涛；</p><p>地狱和天堂就化为乌有，</p><p>留给你的只是永恒的宇宙。”</p><p><b>刘青山：2022年不悲观，寻找优质高成长性公司</b></p><p>明星私募清和泉资本日前举办年度策略会，清和泉资本董事长刘青山在会上表示， 展望2022年，结论是：第一，不悲观。第二，出路在于寻找优质的有成长性的高ROE的公司，会有超额收益。</p><p>刘青山指出，2022年，我们面临着一个影响市场流动性跟中美错位的流动性环境的市场。中观层面，中国经济面临着压力，要托底，稳增长，跟长期调结构之间带来的纠结、局促的压力情况之下，不同的经济政策、不同的经济环境、不同的经济发展阶段、不同的产业政策，决定着面临着不同的市场风格。微观层面，经济企稳，经济有信心，在这个情况之下要考虑的是好股票都涨了很多，估值不便宜，而便宜的股票都看不到它的未来。</p><p>谈到市场机会，刘青山认为，碳中和能源革命带来两个替代：第一，电力能源对化石能源的替代。第二，电力能源里清洁能源对火电、对传统能源的替代。其中机会主要表现在，第一，替代的过程中运营商的机会。第二，因为清洁能源、新能源的增加对电网、对供给侧、配电侧、输电侧也有很好的机会。</p><p>此外，从硬科技来讲，我们由全球的代工到中国的自主可控。表现在几个方面：</p><p>一、军工。现在的军工跟过去的军工不一样，过去的军工是炒概念，现在是在不断释放业绩的过程中。</p><p>二、大飞机的民用化。在未来五年、十年，中国在大飞机领域、民用飞机领域也要像别的产业一样有自己的一席之地，由此带来的机会也是比较长期的。</p><p>三、从全球代工到自主可控，重点提一下汽车的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化。经过这几年的发展，中国电动车产业的产业链完整而且在全球占有比较好的位置。电动车和智能化是连在一起的，当电动车到了一定的程度，智能车的特征就会非常明显，这一块机会很大。</p><p>四、受损于疫情的行业或者板块，长期来看有竞争力的一些板块，会重新得到关注。</p><p><b>徐小庆：明年股市比今年乐观</b></p><p>敦和资管首席经济学家徐小庆在日前的公司策略会上也分享了自己对明年大类资产配置的看法。</p><p>徐小庆认为，明年的股票市场会是一个普遍性的机会，行业的分化特征下降、轮动增强。明年股票总体要比今年乐观。这并非是因为基本面，中国的股票盈利已经进入到一个下行周期，明年股票的上涨更多体现为流动性推动的特征。建议明年股票配置要更加均衡，不要过于集中。</p><p>“现在中国处在第二个转型期，中国的经济驱动从消费驱动转向产业升级的驱动，就是我们讲的制造业大的主题。所以表现在行业配置上就是制造业相关的配置权重开始逐步超过消费类权重，我们非常希望中国能够在高端制造业产业提升这条路上能够越走越远。”他说。</p><p>徐小庆还表示，如果接下来政府是全面稳增长的基调，债券会有阶段性压力，稳增长总体而言更有利于商品和股票，大家会预期未来经济会向好，从这个角度来讲对债券是不利的，但我们现在处在经济增长中枢下台阶、地产周期见顶的阶段，利率大概率长期进入到一个低利率时代。</p><p>至于商品，徐小庆认为，商品的交易逻辑明年会更多转向需求端。在稳增长政策下，明年上半年商品需求可能相对还可以。到明年下半年，商品需求端较大的风险来自海外，以美国为代表的消费需求可能会出现较大下滑。</p><p><b>源乐晟资产：看好中国制造业升级和核心供应链的自主可控</b></p><p>对于2022年的股市，源乐晟资产重点指出了几大投资机会。</p><p>降低碳排放是目前大国之间在国际关系日趋复杂时少有能达成一致的话题，无论从地球的未来还是从“政治正确”的角度都毋庸怀疑各国进行绿色转型的决心和行动力。</p><p>同时，百年未有之大变局的大国博弈背景下，我们必须在关键领域的关键供应链上实现安全保障，包括资源、材料、设备、技术与工艺等；在互联网向产业互联网渗透，叠加算法和算力不断突破的背景下，商业领域的诸方面早已开始了数字化转型，新冠疫情成为这一进程的加速器，在社交隔离的挑战面前，供给方和需求方都需要数字化的手段来满足自己的诉求。</p><p>随着中国劳动力人口的基本见顶和中国老龄化迅速上升，中国低端制造业出口优势正在减弱，经济增长从人口红利向人口质量红利/工程师红利转变，汽车电动化智能化产业链、创新药研发制造产业链、半导体以及新材料领域的技术突破都受益于此；总人口见顶及出生率下降的大背景下，地产在经济体的占比不可避免地下降，地产时代确定性的结束。</p><p>源乐晟资产看好中国制造业升级和核心供应链的自主可控，其中，可以从两个角度去期待中国制造业整体转型升级的机会：</p><p>一方面，工业生产制造智能化程度的提升，将原有的诸如纺织服装、电子代工厂为代表的劳动力密集型产业升级为资本密集型，而高端装备是其转型升级的必要条件。全中国有大量的劳动力密集型企业需要自动化、智能化设备来提升生产效率、降低生产成本、改善工人操作环境，因此以工业<a href=\"https://laohu8.com/S/300024\">机器人</a>为代表的高端自动化装备板块，将在未来几年继续享受黄金发展期。除此之外，机器视觉、深度学习等也将更深层次地融入到工业生产中，整体工业生产的升级将会有效带动自动化装备相关企业的业绩爆发。</p><p>另一方面，主动承接发达国家占据明显优势的高端制造及设备产能，不仅要在国际分工中承担更加重要的角色，更是国家产业战略安全的保障，以航天航空、半导体设备及制造等产业为代表。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125597424","content_text":"新年已至，万象更新！对投资人来说，去年的股市极端分化，机会很多，同时难度也不小；展望2022年，市场会如何演绎，机会又将在哪里？近期，多位私募大佬相继对外发声、发表最新观点，行业大咖们对新年股市总体看法积极，高端制造、军工是最被看好的赛道。其中，余海丰在新年展望中提出乐观看待港股、中概股，更是令人眼前一亮。余海丰：要降低收益率预期，乐观看待港股、中概股1月2日凌晨，慎知资产创始人余海丰在公司官微发布了2022年展望。谈到新年股市，余海丰表示，过去几年，股市总体估值都不是问题，如果有问题也都是结构性问题，某个或者某几个板块估值过高。“简单算笔账，2018年四季度，沪深300指数平均运行在3200点，2019、2020、2021年三年累计净利润增长了大概40%，估值不变，简单平移的话，也应该有4500点。比最新收盘低10%，但考虑到2018年四季度情绪极为悲观，目前的点位，估值是不贵的，甚至应该说是有吸引力的；而对于港股和中概股，估值（早）已经是历史最低水平了。”余海丰称，综合来看，2022年面临的有利因素是，政策转向保增长、全球将逐步走出疫情、估值至少不是拖累；不利因素是，在不大幅放水的前提下如何稳住房地产市场尚需观察、美国进入加息周期，另外，2021年股市总体情绪高昂，A股表现和基本面存在裂口，有回归的压力。在看来，2022年有以下几点总体结论：一、要降低收益率预期，甚至要做好迎接挑战的准备。但是，即便有下行，空间也比较有限，风险是结构性的。如果遇到下跌，要保持乐观，要积极拥抱，因为中国终于要过掉房地产这一关了，过了这一关，就是一片坦途。二、投资方向，全年要均衡配置。基本面很强的，估值很贵；基本面逆风的，奈何便宜、甚至是非常便宜，而且政策也明确了要保增长，这一点使得风口以外的行业边际上是向好的。值得一提的是，对于港股和中概股，余海丰态度乐观。“一句话：你我终究都是要死的，明天不照样活蹦乱跳的活着吗。估值跌到这个份上，就别拿放大镜看问题了。”最后他还摘抄雪莱《咏死》中的一段，送给每一个深陷中概股的投资人：“人啊！请鼓起心灵的勇气耐过这世途的阴影和风暴，等奇异的晨光一旦升起，就会消融你头上的云涛；地狱和天堂就化为乌有，留给你的只是永恒的宇宙。”刘青山：2022年不悲观，寻找优质高成长性公司明星私募清和泉资本日前举办年度策略会，清和泉资本董事长刘青山在会上表示， 展望2022年，结论是：第一，不悲观。第二，出路在于寻找优质的有成长性的高ROE的公司，会有超额收益。刘青山指出，2022年，我们面临着一个影响市场流动性跟中美错位的流动性环境的市场。中观层面，中国经济面临着压力，要托底，稳增长，跟长期调结构之间带来的纠结、局促的压力情况之下，不同的经济政策、不同的经济环境、不同的经济发展阶段、不同的产业政策，决定着面临着不同的市场风格。微观层面，经济企稳，经济有信心，在这个情况之下要考虑的是好股票都涨了很多，估值不便宜，而便宜的股票都看不到它的未来。谈到市场机会，刘青山认为，碳中和能源革命带来两个替代：第一，电力能源对化石能源的替代。第二，电力能源里清洁能源对火电、对传统能源的替代。其中机会主要表现在，第一，替代的过程中运营商的机会。第二，因为清洁能源、新能源的增加对电网、对供给侧、配电侧、输电侧也有很好的机会。此外，从硬科技来讲，我们由全球的代工到中国的自主可控。表现在几个方面：一、军工。现在的军工跟过去的军工不一样，过去的军工是炒概念，现在是在不断释放业绩的过程中。二、大飞机的民用化。在未来五年、十年，中国在大飞机领域、民用飞机领域也要像别的产业一样有自己的一席之地，由此带来的机会也是比较长期的。三、从全球代工到自主可控，重点提一下汽车的智能化。经过这几年的发展，中国电动车产业的产业链完整而且在全球占有比较好的位置。电动车和智能化是连在一起的，当电动车到了一定的程度，智能车的特征就会非常明显，这一块机会很大。四、受损于疫情的行业或者板块，长期来看有竞争力的一些板块，会重新得到关注。徐小庆：明年股市比今年乐观敦和资管首席经济学家徐小庆在日前的公司策略会上也分享了自己对明年大类资产配置的看法。徐小庆认为，明年的股票市场会是一个普遍性的机会，行业的分化特征下降、轮动增强。明年股票总体要比今年乐观。这并非是因为基本面，中国的股票盈利已经进入到一个下行周期，明年股票的上涨更多体现为流动性推动的特征。建议明年股票配置要更加均衡，不要过于集中。“现在中国处在第二个转型期，中国的经济驱动从消费驱动转向产业升级的驱动，就是我们讲的制造业大的主题。所以表现在行业配置上就是制造业相关的配置权重开始逐步超过消费类权重，我们非常希望中国能够在高端制造业产业提升这条路上能够越走越远。”他说。徐小庆还表示，如果接下来政府是全面稳增长的基调，债券会有阶段性压力，稳增长总体而言更有利于商品和股票，大家会预期未来经济会向好，从这个角度来讲对债券是不利的，但我们现在处在经济增长中枢下台阶、地产周期见顶的阶段，利率大概率长期进入到一个低利率时代。至于商品，徐小庆认为，商品的交易逻辑明年会更多转向需求端。在稳增长政策下，明年上半年商品需求可能相对还可以。到明年下半年，商品需求端较大的风险来自海外，以美国为代表的消费需求可能会出现较大下滑。源乐晟资产：看好中国制造业升级和核心供应链的自主可控对于2022年的股市，源乐晟资产重点指出了几大投资机会。降低碳排放是目前大国之间在国际关系日趋复杂时少有能达成一致的话题，无论从地球的未来还是从“政治正确”的角度都毋庸怀疑各国进行绿色转型的决心和行动力。同时，百年未有之大变局的大国博弈背景下，我们必须在关键领域的关键供应链上实现安全保障，包括资源、材料、设备、技术与工艺等；在互联网向产业互联网渗透，叠加算法和算力不断突破的背景下，商业领域的诸方面早已开始了数字化转型，新冠疫情成为这一进程的加速器，在社交隔离的挑战面前，供给方和需求方都需要数字化的手段来满足自己的诉求。随着中国劳动力人口的基本见顶和中国老龄化迅速上升，中国低端制造业出口优势正在减弱，经济增长从人口红利向人口质量红利/工程师红利转变，汽车电动化智能化产业链、创新药研发制造产业链、半导体以及新材料领域的技术突破都受益于此；总人口见顶及出生率下降的大背景下，地产在经济体的占比不可避免地下降，地产时代确定性的结束。源乐晟资产看好中国制造业升级和核心供应链的自主可控，其中，可以从两个角度去期待中国制造业整体转型升级的机会：一方面，工业生产制造智能化程度的提升，将原有的诸如纺织服装、电子代工厂为代表的劳动力密集型产业升级为资本密集型，而高端装备是其转型升级的必要条件。全中国有大量的劳动力密集型企业需要自动化、智能化设备来提升生产效率、降低生产成本、改善工人操作环境，因此以工业机器人为代表的高端自动化装备板块，将在未来几年继续享受黄金发展期。除此之外，机器视觉、深度学习等也将更深层次地融入到工业生产中，整体工业生产的升级将会有效带动自动化装备相关企业的业绩爆发。另一方面，主动承接发达国家占据明显优势的高端制造及设备产能，不仅要在国际分工中承担更加重要的角色，更是国家产业战略安全的保障，以航天航空、半导体设备及制造等产业为代表。","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912915174,"gmtCreate":1664747280198,"gmtModify":1676537499462,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099482010818000","idStr":"4099482010818000"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912915174","repostId":"1185200033","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}