Mericula personal page - To The Moon

Mericula

Mericula

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2022-09-10

$Moderna, Inc.(MRNA)$kk

2022-09-09

$Defiance Digital Revolution ETF(NFTZ)$kk

2022-09-08

2022-09-08

$NVIDIA Corp(NVDA)$kk

2022-09-01

$Berkshire Hathaway(BRK.B)$kk

2022-09-01

$Bank of America(BAC)$kk

2022-08-27

2022-08-27

$Smith & Nephew PLC(SNN)$kk

2022-08-25

$SMIC(00981)$kk

2022-08-25

2022-08-20

2022-08-20

2022-08-19

2022-08-19

$SMIC(00981)$kk

2022-08-18

2022-08-18

$Apple(AAPL)$kk

2022-08-15

$Berkshire Hathaway(BRK.B)$kk

2022-08-15

2022-08-07

2022-08-07

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href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>k","text":"$AMD(AMD)$k","images":[{"img":"https://community-static.tradeup.com/news/63562865ef153428ad3f5b7397afb085","width":"1080","height":"2927"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905157821","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905157390,"gmtCreate":1659841353312,"gmtModify":1703766991144,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>kk","listText":"<a href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>kk","text":"$Agilent(A)$kk","images":[{"img":"https://community-static.tradeup.com/news/ecb467969935222d9b00fa15193c29d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905157390","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9057954652,"gmtCreate":1655455382476,"gmtModify":1676535643175,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>...","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004294468","repostId":"1130859873","repostType":4,"repost":{"id":"1130859873","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":1642603285,"share":"https://ttm.financial/m/news/1130859873?lang=&edition=fundamental","pubTime":"2022-01-19 22:41","market":"us","language":"en","title":"Semiconductor Stocks Rallied in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1130859873","media":"Tiger Newspress","summary":"Semiconductor stocks rallied in morning trading.Nvidia, TSMC, ASML, Qualcomm, AMD, Micron and Lam Re","content":"<html><head></head><body><p>Semiconductor stocks rallied in morning trading.Nvidia, TSMC, ASML, Qualcomm, AMD, Micron and Lam Research climbed between 1% and 3%.</p><p><img src=\"https://static.tigerbbs.com/686edbdbf8023317211741cfe92d0e7b\" tg-width=\"415\" tg-height=\"718\" 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>Semiconductor Stocks Rallied in Morning Trading</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\">\nSemiconductor Stocks Rallied in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-19 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks rallied in morning trading.Nvidia, TSMC, ASML, Qualcomm, AMD, Micron and Lam Research climbed between 1% and 3%.</p><p><img src=\"https://static.tigerbbs.com/686edbdbf8023317211741cfe92d0e7b\" tg-width=\"415\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","TSM":"台积电","QCOM":"高通","ASML":"阿斯麦","NVDA":"英伟达","LRCX":"拉姆研究","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130859873","content_text":"Semiconductor stocks rallied in morning trading.Nvidia, TSMC, ASML, Qualcomm, AMD, Micron and Lam Research climbed between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908583300,"gmtCreate":1659402620200,"gmtModify":1705979966791,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>kk","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>kk","text":"$Berkshire Hathaway(BRK.B)$kk","images":[{"img":"https://community-static.tradeup.com/news/4b362861e26bef2c191bd2b6dfc8d5a9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908583300","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9002202825,"gmtCreate":1642021385695,"gmtModify":1676533671402,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002202825","repostId":"1158975441","repostType":4,"repost":{"id":"1158975441","pubTimestamp":1642001580,"share":"https://ttm.financial/m/news/1158975441?lang=&edition=fundamental","pubTime":"2022-01-12 23:33","market":"us","language":"en","title":"U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1158975441","media":"Bloomberg","summary":"U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot infla","content":"<html><head></head><body><p>U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.</p><p>The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts.</p><p>Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991.</p><p>The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month.</p><p>The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials.</p><p>Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates.</p><p>Market expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries remained lower with the dollar, while the S&amp;P 500 opened higher.</p><p>“In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.”</p><p>The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats.</p><p>“What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday.</p><p>Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months.</p><p>What Bloomberg Economics Says...</p><p>“The December CPI showed strong demand and supply bottlenecks still at play, with goods inflation driven higher by auto and apparel prices. A step-down in services prices may prove misleading, with shelter costs set to be a growing source of upward pressure in 2022.”</p><p>-- Andrew Husby and Yelena Shulyatyeva, economists</p><p>Shelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation.</p><p>Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher.</p><p>Nonetheless, the impact is expected to be temporary. Economists expect CPI growth to moderate to around 3% over the course of 2022, which will depend on supply chains normalizing and energy prices leveling off. However, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook.</p><p>The persistently high inflation is also likely to maintain a high hurdle for President Joe Biden and Democrats to revive their roughly $2 trillion tax-and-spending package, after a key lawmaker, West Virginia Senator Joe Manchin, objected to the legislation in part because of the surge in prices.</p><p>On a December-December basis, the increase in the CPI was the largest advance since 1981.</p><p>The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015.</p></body></html>","source":"lsy1612507957220","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. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html\">Web Link</a>\n\n</div>\n\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":"https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158975441","content_text":"U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts.Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991.The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month.The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials.Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates.Market expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries remained lower with the dollar, while the S&P 500 opened higher.“In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.”The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats.“What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday.Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months.What Bloomberg Economics Says...“The December CPI showed strong demand and supply bottlenecks still at play, with goods inflation driven higher by auto and apparel prices. A step-down in services prices may prove misleading, with shelter costs set to be a growing source of upward pressure in 2022.”-- Andrew Husby and Yelena Shulyatyeva, economistsShelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation.Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher.Nonetheless, the impact is expected to be temporary. Economists expect CPI growth to moderate to around 3% over the course of 2022, which will depend on supply chains normalizing and energy prices leveling off. However, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook.The persistently high inflation is also likely to maintain a high hurdle for President Joe Biden and Democrats to revive their roughly $2 trillion tax-and-spending package, after a key lawmaker, West Virginia Senator Joe Manchin, objected to the legislation in part because of the surge in prices.On a December-December basis, the increase in the CPI was the largest advance since 1981.The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061396170,"gmtCreate":1651562522185,"gmtModify":1676534927676,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>...","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>...","text":"$AMD(AMD)$...","images":[{"img":"https://community-static.tradeup.com/news/2fba2ecfb2c284afe3b05ab783b64eca","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061396170","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081925988,"gmtCreate":1650183849078,"gmtModify":1676534665348,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>😭","listText":"<a href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>😭","text":"$Agilent(A)$😭","images":[{"img":"https://community-static.tradeup.com/news/b16ccb756de1cc91a41900a9c7eca8e5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081925988","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9002202352,"gmtCreate":1642021313733,"gmtModify":1676533671418,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002202352","repostId":"1178079511","repostType":4,"repost":{"id":"1178079511","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":1641999596,"share":"https://ttm.financial/m/news/1178079511?lang=&edition=fundamental","pubTime":"2022-01-12 22:59","market":"us","language":"en","title":"EV Stocks Jumped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1178079511","media":"Tiger Newspress","summary":"EV Stocks Jumped in Morning Trading. Rivian, Tusimple, Lucid, Nio, Xpeng Motors, Li Auto, Fisker and","content":"<html><head></head><body><p>EV Stocks Jumped in Morning Trading. Rivian, Tusimple, Lucid, Nio, Xpeng Motors, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Fisker and Tesla climbed between 1% and 5%.<img src=\"https://static.tigerbbs.com/52c3379db2b57dec23158b14585beab0\" tg-width=\"1080\" tg-height=\"2181\" 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>EV Stocks Jumped in Morning Trading</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\">\nEV Stocks Jumped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-12 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV Stocks Jumped in Morning Trading. Rivian, Tusimple, Lucid, Nio, Xpeng Motors, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Fisker and Tesla climbed between 1% and 5%.<img src=\"https://static.tigerbbs.com/52c3379db2b57dec23158b14585beab0\" tg-width=\"1080\" tg-height=\"2181\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4526":"热门中概股","BK4555":"新能源车","TSLA":"特斯拉","LI":"理想汽车","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4099":"汽车制造商","BK4551":"寇图资本持仓","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178079511","content_text":"EV Stocks Jumped in Morning Trading. Rivian, Tusimple, Lucid, Nio, Xpeng Motors, Li Auto, Fisker and Tesla climbed between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074526494,"gmtCreate":1658375931118,"gmtModify":1676536150149,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074526494","repostId":"1198482191","repostType":4,"repost":{"id":"1198482191","pubTimestamp":1658375462,"share":"https://ttm.financial/m/news/1198482191?lang=&edition=fundamental","pubTime":"2022-07-21 11:51","market":"us","language":"en","title":"Tesla Q2 Fair But Not Spectacular","url":"https://stock-news.laohu8.com/highlight/detail?id=1198482191","media":"Seeking Alpha","summary":"SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little dis","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Q2 revenues in line while earnings beat on Bitcoin sales.</li><li>Automotive margins were a little disappointing.</li><li>Production ramp to continue nicely in back half of the year.</li></ul><p>After the bell on Wednesday, we received second quarter results from electric vehicle maker Tesla (NASDAQ:TSLA), which can be seen in this shareholder letter. We knew that overall results would be down sequentially from Q1 levels thanks to the Shanghai factory being shut down for a number of weeks. Investors were curious to see how this would impact profitability, especially when combined with two new factories ramping, and what this meant for the second half of 2022.</p><p>As I detailed in my earnings preview article, I wasn&#39;t going to be overly concerned with the headline numbers unless they were really out there one way or another. For the quarter, Tesla came in a little under $17 billion in revenue, right around what the street was expecting. I was a little light all around, except for leasing revenue that dropped sequentially. My guess is that I overestimated the stronger dollar impact here, plus it seems Tesla ramped solar and services a bit more than most expectations. Credit sales also came in higher than I was looking for, but still dropped significantly sequentially thanks to Q1&#39;s one-time benefit. In the graphic below, you can see the overall numbers against my three earnings cases. Dollar values are in millions except per share amounts.</p><p><img src=\"https://static.tigerbbs.com/8fa1c563724b0f9eaf8f641f9c1a5b9e\" tg-width=\"640\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Q2 Results (Author Estimates, Company Report)</p><p>While I was low on revenues, I also was low on the cost of goods sold. I thought Tesla would surprise a bit with margins as it recently has, but that was not the case here. GAAP automotive gross margins fell by 5 percentage points sequentially to 27.9%, falling 90 basis points shy of my estimate, while non-GAAP fell by 3.8 percentage points to 26.2%. Tesla&#39;s gross profit dollar figure came in above my base case but was still below my bull case. The company made nice improvements in energy and services margins as those segments saw revenues jump sequentially.</p><p>On the operating side, Tesla&#39;s expenses came in lower than my projections. Research and development costs dropped about $200 million sequentially, which seems a little odd given all the products the company is supposedly working on at the moment. The major difference here was that restructuring and other costs were $400 million less than I figured. The reason here is that Tesla converted most of its Bitcoin to fiat currency during Q2, so there wasn&#39;t a massive impairment charge that many were looking for. The Bitcoin sale was a surprise given Elon Musk&#39;s past comments about holding the cryptocurrency.</p><p>Tesla&#39;s non-GAAP EPS came in above all three of my cases, mainly driven by the Bitcoin sale and other income items, which can vary wildly from quarter to quarter. Again, I&#39;m not going to make too much of the $2.18 figure beating the $1.80 average street estimate for Q2, given the Bitcoin sale and a variety of other one-time items for the quarter. I&#39;m guessing analysts will call this a &#34;better than feared&#34; quarter, but it wasn&#39;t exactly a blockbuster that bulls can really rally around.</p><p>On the cash flow front, Tesla reported free cash flow of $621 million, a bit less than the just under $1 billion the street was looking for. Tesla&#39;s cash balance rose to more than $18 billion, helped a bit by the Bitcoin sale. The one item that worried me a bit is that despite the huge drop in production, accrued liabilities and accounts payable rose again. This meant that Tesla&#39;s days payable outstanding rose to 80 from 72 in Q1 and 71 at the end of June 2021, so the 80 figure represents the highest value since Tesla started disclosing this metric.</p><p>Cash flow numbers are certainly helped when you continue to stretch out payments to your suppliers. Critics also might say that the Bitcoin sale was due to Tesla being in a little bit of a cash crunch. Even though cash rose to a quarter-ending record, the company reported less interest income in Q2 than it did in Q1, and that&#39;s despite interest rates rising. For a company with over $18 billion in cash, a quarterly interest income figure of just $26 million seems rather low.</p><p>Perhaps the biggest update we got in the shareholder letter was with regard to production capacity. For the first time in a while, Tesla management updated the Shanghai number, which now exceeds 750,000 vehicles a year as the graphic below shows. The company is close to 2 million units per year of installed capacity, and current expectations call for deliveries of about 1.4 million units this year. Tesla continued its forecast for long-term growth of 50% per year but didn&#39;t give an explicit figure for this year in the letter.</p><p><img src=\"https://static.tigerbbs.com/ad4c881ae60c13cff4b7d44453ad349a\" tg-width=\"529\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>Q2 Installed Annual Capacity (Q2 Earnings Report)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q2 Fair But Not Spectacular</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 Q2 Fair But Not Spectacular\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little disappointing.Production ramp to continue nicely in back half of the year.After the bell on Wednesday, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198482191","content_text":"SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little disappointing.Production ramp to continue nicely in back half of the year.After the bell on Wednesday, we received second quarter results from electric vehicle maker Tesla (NASDAQ:TSLA), which can be seen in this shareholder letter. We knew that overall results would be down sequentially from Q1 levels thanks to the Shanghai factory being shut down for a number of weeks. Investors were curious to see how this would impact profitability, especially when combined with two new factories ramping, and what this meant for the second half of 2022.As I detailed in my earnings preview article, I wasn't going to be overly concerned with the headline numbers unless they were really out there one way or another. For the quarter, Tesla came in a little under $17 billion in revenue, right around what the street was expecting. I was a little light all around, except for leasing revenue that dropped sequentially. My guess is that I overestimated the stronger dollar impact here, plus it seems Tesla ramped solar and services a bit more than most expectations. Credit sales also came in higher than I was looking for, but still dropped significantly sequentially thanks to Q1's one-time benefit. In the graphic below, you can see the overall numbers against my three earnings cases. Dollar values are in millions except per share amounts.Tesla Q2 Results (Author Estimates, Company Report)While I was low on revenues, I also was low on the cost of goods sold. I thought Tesla would surprise a bit with margins as it recently has, but that was not the case here. GAAP automotive gross margins fell by 5 percentage points sequentially to 27.9%, falling 90 basis points shy of my estimate, while non-GAAP fell by 3.8 percentage points to 26.2%. Tesla's gross profit dollar figure came in above my base case but was still below my bull case. The company made nice improvements in energy and services margins as those segments saw revenues jump sequentially.On the operating side, Tesla's expenses came in lower than my projections. Research and development costs dropped about $200 million sequentially, which seems a little odd given all the products the company is supposedly working on at the moment. The major difference here was that restructuring and other costs were $400 million less than I figured. The reason here is that Tesla converted most of its Bitcoin to fiat currency during Q2, so there wasn't a massive impairment charge that many were looking for. The Bitcoin sale was a surprise given Elon Musk's past comments about holding the cryptocurrency.Tesla's non-GAAP EPS came in above all three of my cases, mainly driven by the Bitcoin sale and other income items, which can vary wildly from quarter to quarter. Again, I'm not going to make too much of the $2.18 figure beating the $1.80 average street estimate for Q2, given the Bitcoin sale and a variety of other one-time items for the quarter. I'm guessing analysts will call this a \"better than feared\" quarter, but it wasn't exactly a blockbuster that bulls can really rally around.On the cash flow front, Tesla reported free cash flow of $621 million, a bit less than the just under $1 billion the street was looking for. Tesla's cash balance rose to more than $18 billion, helped a bit by the Bitcoin sale. The one item that worried me a bit is that despite the huge drop in production, accrued liabilities and accounts payable rose again. This meant that Tesla's days payable outstanding rose to 80 from 72 in Q1 and 71 at the end of June 2021, so the 80 figure represents the highest value since Tesla started disclosing this metric.Cash flow numbers are certainly helped when you continue to stretch out payments to your suppliers. Critics also might say that the Bitcoin sale was due to Tesla being in a little bit of a cash crunch. Even though cash rose to a quarter-ending record, the company reported less interest income in Q2 than it did in Q1, and that's despite interest rates rising. For a company with over $18 billion in cash, a quarterly interest income figure of just $26 million seems rather low.Perhaps the biggest update we got in the shareholder letter was with regard to production capacity. For the first time in a while, Tesla management updated the Shanghai number, which now exceeds 750,000 vehicles a year as the graphic below shows. The company is close to 2 million units per year of installed capacity, and current expectations call for deliveries of about 1.4 million units this year. Tesla continued its forecast for long-term growth of 50% per year but didn't give an explicit figure for this year in the letter.Q2 Installed Annual Capacity (Q2 Earnings Report)","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061398465,"gmtCreate":1651562496976,"gmtModify":1676534927676,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>...","listText":"<a 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in?","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>ttime to buy in?","text":"$Pinduoduo Inc.(PDD)$ttime to buy in?","images":[{"img":"https://community-static.tradeup.com/news/b9472a91b92875cd97d4cfd0ee1ec9d4","width":"1080","height":"1992"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018825540","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906880948,"gmtCreate":1659514671586,"gmtModify":1705981170185,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>kk","listText":"<a 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href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>[Glance]&nbsp;","text":"$Agilent(A)$[Glance]","images":[{"img":"https://community-static.tradeup.com/news/996ed07cb2f199745c8613acd091afe2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085594627","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9098525557,"gmtCreate":1644192053222,"gmtModify":1676533897206,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a>keep on going up!","listText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a>keep on going up!","text":"$Occidental(OXY)$keep on going up!","images":[{"img":"https://static.itradeup.com/news/3383d2f5aeb3c3b54234e77a15a8985e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098525557","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9041924923,"gmtCreate":1655997767862,"gmtModify":1676535747565,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00939\">$CCB(00939)$</a>...","listText":"<a href=\"https://ttm.financial/S/00939\">$CCB(00939)$</a>...","text":"$CCB(00939)$...","images":[{"img":"https://community-static.tradeup.com/news/fc114b7343e6fe0d31daf102508aa32e","width":"1080","height":"1966"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041924923","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9022309092,"gmtCreate":1653466805216,"gmtModify":1676535287590,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$</a>...","listText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$</a>...","text":"$ICBC(01398)$...","images":[{"img":"https://community-static.tradeup.com/news/a60602138f0c1d285caee50bf1dc888d","width":"1080","height":"3211"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022309092","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081922776,"gmtCreate":1650183809892,"gmtModify":1676534665283,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>🤔","listText":"<a href=\"https://ttm.financial/S/A\">$Agilent(A)$</a>🤔","text":"$Agilent(A)$🤔","images":[{"img":"https://community-static.tradeup.com/news/b16ccb756de1cc91a41900a9c7eca8e5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081922776","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9013259099,"gmtCreate":1648737368752,"gmtModify":1676534388815,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>why does it keep dropping?","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>why does it keep dropping?","text":"$AMD(AMD)$why does it keep dropping?","images":[{"img":"https://community-static.tradeup.com/news/1535dff1a522e0eb60ccde465171f39f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013259099","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901740613,"gmtCreate":1659277641432,"gmtModify":1676536280298,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>kk","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>kk","text":"$Apple(AAPL)$kk","images":[{"img":"https://community-static.tradeup.com/news/15ccecd734390eef1808e813ff398948","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901740613","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901757505,"gmtCreate":1659277584307,"gmtModify":1676536280277,"author":{"id":"4099980859949520","authorId":"4099980859949520","name":"Mericula","avatar":"https://static.tigerbbs.com/563f4a7d9c81961bf4b6b36bfce6ce74","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099980859949520","authorIdStr":"4099980859949520"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901757505","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</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\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}