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alexloai64

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2022-11-03

One More Day to Friday !!!

Apple's Resilience Is Unjustified - Here Is Why

2022-09-29

Two more days until weekend !!

Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever

2022-02-06

New Year New Apple IPhone model

Apple Aims to Debut a New Low-Cost 5G iPhone and iPad in Early March

2022-02-06

Don't underestimate META

For Meta, a Cheap Stock Isn’t Enough

2022-02-02

Oh No... paypal literally post FY22 will stay stagnant, no more growth 🥲

PayPal shares fell more than 16% in premarket trading

2022-12-06

Share your opinion about this news…

3 Stocks to Avoid This Week

2022-01-29

Good Morning !! HAPPy CNY BREAK AND HOLIBAY BREAK FOR THOSE CELEBRATING !!

Apple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion

2022-02-02

Heng Heng Huat ya !!!

AMD shares rose 10.46% in premarket trading

2022-07-30

Happy Weekend guys !!!

Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up

2022-03-05

Happy Weekend !!!!

Semiconductor Stocks Dropped in Morning Trading

2022-02-06

Oh shoot :(

Palantir: Red Flag Or Opportunity?

2022-01-25

Oh No

Stock Futures Fall in Wake of Turbulence on Wall Street

2022-05-17

Happy Tuesday !!!

Dow Jumps 400 Points, Nasdaq Pops 2% As Some Investors See Bargains Following Steep Sell-off

2022-02-07

Happy MonDay and have a great week ahead everyone !

本周前瞻 | 推特、迪士尼等公布财报！美国1月CPI重磅来袭

07-07

$Rivian Automotive, Inc.(RIVN)$

Go to Tiger App to see more news

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!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918761769","repostId":"2270894817","repostType":4,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901651966,"gmtCreate":1659194770355,"gmtModify":1676536270631,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Happy Weekend guys !!!","listText":"Happy Weekend guys !!!","text":"Happy Weekend guys !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901651966","repostId":"2255551011","repostType":4,"repost":{"id":"2255551011","kind":"highlight","pubTimestamp":1659143138,"share":"https://ttm.financial/m/news/2255551011?lang=&edition=fundamental","pubTime":"2022-07-30 09:05","market":"us","language":"en","title":"Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2255551011","media":"Barrons","summary":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown","content":"<html><head></head><body><p>Apple&#39;s better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. 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As sentiment turns positive, it may be time to buy ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255551011","content_text":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.Investors were wary heading into Apple's (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.\"We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino's [the location of Apple's main office] ability to navigate a supply chain shortage in an impressive performance, \" wrote Wedbush analyst Daniel Ives on Friday.Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple's products and services in the months ahead, even though macro challenges will persist.Suva outlined five reasons to buy the stock.iPhone 14Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple's $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.Expansion of Services SegmentApple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a \"larger base to monetize over the long run,\" wrote Evercore ISI analyst Amit Daryanani.New Product LaunchesIn addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.Demand Shift Toward Premium ProductsThe market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple's iPhone offerings.Stock Buyback ProgramThe company's $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.\"We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,\" Ives wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029591085,"gmtCreate":1652796066847,"gmtModify":1676535162934,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Happy Tuesday !!!","listText":"Happy Tuesday !!!","text":"Happy Tuesday !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029591085","repostId":"1184418667","repostType":4,"repost":{"id":"1184418667","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":1652794413,"share":"https://ttm.financial/m/news/1184418667?lang=&edition=fundamental","pubTime":"2022-05-17 21:33","market":"us","language":"en","title":"Dow Jumps 400 Points, Nasdaq Pops 2% As Some Investors See Bargains Following Steep Sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=1184418667","media":"Tiger Newspress","summary":"U.S. stock futures were sharply higher on Tuesday morning as the market tried to bounce after a puni","content":"<html><head></head><body><p>U.S. stock futures were sharply higher on Tuesday morning as the market tried to bounce after a punishing bear market for the tech-heavy Nasdaq and a 19% pullback for the S&amp;P 500.</p><p>Futures contracts tied to the Dow Jones Industrial Average jumped 415 points, or 1.3%. S&amp;P 500 futures gained 1.6%, while Nasdaq 100 futures added 2%.</p><p>Tuesday’s bounce marks the market’s latest attempt at a recovery following weeks of steep losses. The S&amp;P 500 is coming off a six-week losing streak — its longest since 2011. The Dow, meanwhile, has fallen for seven straight weeks, marking its longest weekly slide since 2001. Year to date, the S&amp;P 500 and Dow are down 15.9% and 11.3%, respectively.</p><p>“On top of this, investors were encouraged by three consecutive days of relatively normal and boring price action in US stocks, a sharp contrast to the last few weeks,” wrote Adam Crisafulli of Vital Knowledge.</p><p>A slew of stocks surged in Tuesday premarket trading. Citigroup shares jumped 5% in premarket trading after a filing revealed Monday evening that Warren Buffett’s Berkshire Hathaway added a nearly $3 billon stake in the struggling bank in the first quarter.</p><p>Citi shares have underperformed the rest of the financial sector in the past 12 months, down nearly 40% while the Financial Select Sector SPDR Fund is off by 12% over the same period.</p><p>Other bank stocks climbed higher on the Citi news. Shares of Bank of America and JPMorgan Chase rose 1% in premarket trading.</p><p>At the same time, shares of Paramount Global also surged 10%in premarket trading after Berkshire built a stake worth $2.6 billion as of the end of March.</p><p>Travel stocks popped in the premarket after United Airlines raised its revenue outlook for the second quarter on improved consumer demand. United Airlines’ stock price rose 4%, Delta’s jumped 3% and American Airlines’ jumped 3%.</p><p>Home Depot shares rose more than 3% in the premarket after the home improvement retailer posted better-than-expected quarterly results. The company also raised its full-year outlook.</p><p>Semiconductor stocks climbed higher in premarket trading. Shares of Advanced Micro Devices jumped more than 3% following an upgrade from Piper Sandler, which said the stock looked attractive after falling 34.5% this year. Nvidia’s stock price rose 3%, Qualcomm’s jumped 2.4% and Micron Technology’s rose 2%.</p><p>Meanwhile, Walmart shares dropped more than 5% in the premarket after the retail giant reported an earnings miss because of inflation pressure. The company raised its sales outlook, but lowered its profit forecast.</p><p>Investors will also be monitoring comments from Federal Reserve Chairman Jerome Powell who will speak on the central bank’s plans to address inflation at a Wall Street Journal conference at 2 p.m. ET.</p><p>On the economic front, retail sales numbers came in about as expected. Consumer spending on retail rose 0.9% in April, according to the U.S. Census Bureau. They rose 0.4% excluding spending on autos.</p><p>Inflation concerns have been a mounting headwind for stocks, with some investors worried the economy could ultimately tip into a recession.</p><p>“We see clear late-cycle indicators, and while the risk of economic growth contraction or recession has risen steadily through the first four-and-a-half months of this year, we are now beginning to cross over a probability level that makes recession a base case for the end of this year and beginning of next,” Darrell Cronk, president of Wells Fargo Investment Institute wrote in a note Monday.</p><p>The firm added that ultimately it should be a “relatively mild economic growth contraction and a short-lived one.”</p><p>Traders are coming off a choppy session that ended with the S&amp;P 500 and Nasdaq Composite losing 0.4% and 1.2%, respectively. The Dow, meanwhile, eked out a small gain Monday.</p><p>“In a sense, the poor performance this year for tech and growth companies is somewhat of a payback for the impressive returns these market segments had recently enjoyed,” UBS said Monday in a note to clients.</p><p>The tailwinds of the pandemic — a jump in stay-at-home spending and low interest rates — have since turned to headwinds. Now, consumer spending is shifting and rates are rising.</p><p>“While we think that long-term interest rates have peaked for now, growth stocks are still expensive relative to value stocks,” UBS added.</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>Dow Jumps 400 Points, Nasdaq Pops 2% As Some Investors See Bargains Following Steep Sell-off</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\">\nDow Jumps 400 Points, Nasdaq Pops 2% As Some Investors See Bargains Following Steep Sell-off\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\">2022-05-17 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures were sharply higher on Tuesday morning as the market tried to bounce after a punishing bear market for the tech-heavy Nasdaq and a 19% pullback for the S&amp;P 500.</p><p>Futures contracts tied to the Dow Jones Industrial Average jumped 415 points, or 1.3%. S&amp;P 500 futures gained 1.6%, while Nasdaq 100 futures added 2%.</p><p>Tuesday’s bounce marks the market’s latest attempt at a recovery following weeks of steep losses. The S&amp;P 500 is coming off a six-week losing streak — its longest since 2011. The Dow, meanwhile, has fallen for seven straight weeks, marking its longest weekly slide since 2001. Year to date, the S&amp;P 500 and Dow are down 15.9% and 11.3%, respectively.</p><p>“On top of this, investors were encouraged by three consecutive days of relatively normal and boring price action in US stocks, a sharp contrast to the last few weeks,” wrote Adam Crisafulli of Vital Knowledge.</p><p>A slew of stocks surged in Tuesday premarket trading. Citigroup shares jumped 5% in premarket trading after a filing revealed Monday evening that Warren Buffett’s Berkshire Hathaway added a nearly $3 billon stake in the struggling bank in the first quarter.</p><p>Citi shares have underperformed the rest of the financial sector in the past 12 months, down nearly 40% while the Financial Select Sector SPDR Fund is off by 12% over the same period.</p><p>Other bank stocks climbed higher on the Citi news. Shares of Bank of America and JPMorgan Chase rose 1% in premarket trading.</p><p>At the same time, shares of Paramount Global also surged 10%in premarket trading after Berkshire built a stake worth $2.6 billion as of the end of March.</p><p>Travel stocks popped in the premarket after United Airlines raised its revenue outlook for the second quarter on improved consumer demand. United Airlines’ stock price rose 4%, Delta’s jumped 3% and American Airlines’ jumped 3%.</p><p>Home Depot shares rose more than 3% in the premarket after the home improvement retailer posted better-than-expected quarterly results. The company also raised its full-year outlook.</p><p>Semiconductor stocks climbed higher in premarket trading. Shares of Advanced Micro Devices jumped more than 3% following an upgrade from Piper Sandler, which said the stock looked attractive after falling 34.5% this year. Nvidia’s stock price rose 3%, Qualcomm’s jumped 2.4% and Micron Technology’s rose 2%.</p><p>Meanwhile, Walmart shares dropped more than 5% in the premarket after the retail giant reported an earnings miss because of inflation pressure. The company raised its sales outlook, but lowered its profit forecast.</p><p>Investors will also be monitoring comments from Federal Reserve Chairman Jerome Powell who will speak on the central bank’s plans to address inflation at a Wall Street Journal conference at 2 p.m. ET.</p><p>On the economic front, retail sales numbers came in about as expected. Consumer spending on retail rose 0.9% in April, according to the U.S. Census Bureau. They rose 0.4% excluding spending on autos.</p><p>Inflation concerns have been a mounting headwind for stocks, with some investors worried the economy could ultimately tip into a recession.</p><p>“We see clear late-cycle indicators, and while the risk of economic growth contraction or recession has risen steadily through the first four-and-a-half months of this year, we are now beginning to cross over a probability level that makes recession a base case for the end of this year and beginning of next,” Darrell Cronk, president of Wells Fargo Investment Institute wrote in a note Monday.</p><p>The firm added that ultimately it should be a “relatively mild economic growth contraction and a short-lived one.”</p><p>Traders are coming off a choppy session that ended with the S&amp;P 500 and Nasdaq Composite losing 0.4% and 1.2%, respectively. The Dow, meanwhile, eked out a small gain Monday.</p><p>“In a sense, the poor performance this year for tech and growth companies is somewhat of a payback for the impressive returns these market segments had recently enjoyed,” UBS said Monday in a note to clients.</p><p>The tailwinds of the pandemic — a jump in stay-at-home spending and low interest rates — have since turned to headwinds. Now, consumer spending is shifting and rates are rising.</p><p>“While we think that long-term interest rates have peaked for now, growth stocks are still expensive relative to value stocks,” UBS added.</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":"1184418667","content_text":"U.S. stock futures were sharply higher on Tuesday morning as the market tried to bounce after a punishing bear market for the tech-heavy Nasdaq and a 19% pullback for the S&P 500.Futures contracts tied to the Dow Jones Industrial Average jumped 415 points, or 1.3%. S&P 500 futures gained 1.6%, while Nasdaq 100 futures added 2%.Tuesday’s bounce marks the market’s latest attempt at a recovery following weeks of steep losses. The S&P 500 is coming off a six-week losing streak — its longest since 2011. The Dow, meanwhile, has fallen for seven straight weeks, marking its longest weekly slide since 2001. Year to date, the S&P 500 and Dow are down 15.9% and 11.3%, respectively.“On top of this, investors were encouraged by three consecutive days of relatively normal and boring price action in US stocks, a sharp contrast to the last few weeks,” wrote Adam Crisafulli of Vital Knowledge.A slew of stocks surged in Tuesday premarket trading. Citigroup shares jumped 5% in premarket trading after a filing revealed Monday evening that Warren Buffett’s Berkshire Hathaway added a nearly $3 billon stake in the struggling bank in the first quarter.Citi shares have underperformed the rest of the financial sector in the past 12 months, down nearly 40% while the Financial Select Sector SPDR Fund is off by 12% over the same period.Other bank stocks climbed higher on the Citi news. Shares of Bank of America and JPMorgan Chase rose 1% in premarket trading.At the same time, shares of Paramount Global also surged 10%in premarket trading after Berkshire built a stake worth $2.6 billion as of the end of March.Travel stocks popped in the premarket after United Airlines raised its revenue outlook for the second quarter on improved consumer demand. United Airlines’ stock price rose 4%, Delta’s jumped 3% and American Airlines’ jumped 3%.Home Depot shares rose more than 3% in the premarket after the home improvement retailer posted better-than-expected quarterly results. The company also raised its full-year outlook.Semiconductor stocks climbed higher in premarket trading. Shares of Advanced Micro Devices jumped more than 3% following an upgrade from Piper Sandler, which said the stock looked attractive after falling 34.5% this year. Nvidia’s stock price rose 3%, Qualcomm’s jumped 2.4% and Micron Technology’s rose 2%.Meanwhile, Walmart shares dropped more than 5% in the premarket after the retail giant reported an earnings miss because of inflation pressure. The company raised its sales outlook, but lowered its profit forecast.Investors will also be monitoring comments from Federal Reserve Chairman Jerome Powell who will speak on the central bank’s plans to address inflation at a Wall Street Journal conference at 2 p.m. ET.On the economic front, retail sales numbers came in about as expected. Consumer spending on retail rose 0.9% in April, according to the U.S. Census Bureau. They rose 0.4% excluding spending on autos.Inflation concerns have been a mounting headwind for stocks, with some investors worried the economy could ultimately tip into a recession.“We see clear late-cycle indicators, and while the risk of economic growth contraction or recession has risen steadily through the first four-and-a-half months of this year, we are now beginning to cross over a probability level that makes recession a base case for the end of this year and beginning of next,” Darrell Cronk, president of Wells Fargo Investment Institute wrote in a note Monday.The firm added that ultimately it should be a “relatively mild economic growth contraction and a short-lived one.”Traders are coming off a choppy session that ended with the S&P 500 and Nasdaq Composite losing 0.4% and 1.2%, respectively. The Dow, meanwhile, eked out a small gain Monday.“In a sense, the poor performance this year for tech and growth companies is somewhat of a payback for the impressive returns these market segments had recently enjoyed,” UBS said Monday in a note to clients.The tailwinds of the pandemic — a jump in stay-at-home spending and low interest rates — have since turned to headwinds. Now, consumer spending is shifting and rates are rising.“While we think that long-term interest rates have peaked for now, growth stocks are still expensive relative to value stocks,” UBS added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031197825,"gmtCreate":1646456467566,"gmtModify":1676534132252,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Happy Weekend !!!!","listText":"Happy Weekend !!!!","text":"Happy Weekend !!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031197825","repostId":"1119931980","repostType":2,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098529879,"gmtCreate":1644191335509,"gmtModify":1676533897046,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Happy MonDay and have a great week ahead everyone !","listText":"Happy MonDay and have a great week ahead everyone !","text":"Happy MonDay and have a great week ahead everyone !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098529879","repostId":"1129370833","repostType":2,"repost":{"id":"1129370833","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":1644188249,"share":"https://ttm.financial/m/news/1129370833?lang=&edition=fundamental","pubTime":"2022-02-07 06:57","market":"sh","language":"zh","title":"本周前瞻 | 推特、迪士尼等公布财报！美国1月CPI重磅来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1129370833","media":"老虎资讯综合","summary":"数据方面：中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。2月10日周四关键词：OPEC月报，美国1月CPI，美国上周初请失业金数据周四，经济数据方面，美国1月CPI重磅来袭。2021年12月，美国CPI、核心CPI同比分别增长7%、5.5%。当地时间2月1日，美国劳工统计局报告称，2021年美国辞职人数创历史新高。当地时间2月3日，英国央行宣布把基准利率从0.25%上调至0.5%，以应对通胀持续上升的压力。","content":"<html><head></head><body><p>摘要：</p><blockquote>财报方面：本周将公布业绩的重点企业包括<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、Peloton Interactive、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>等。</blockquote><blockquote>数据方面：中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。</blockquote><blockquote>事件方面：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。</blockquote><blockquote>新股方面：汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。</blockquote><p><img src=\"https://static.tigerbbs.com/dcd574136239e1be8aa80fcc36e0b7df\" tg-width=\"1878\" tg-height=\"2048\" width=\"100%\" height=\"auto\"/></p><p><b>重要经济数据一览</b></p><p><b>2月7日周一关键词：中国财新服务业PMI、安森美半导体财报</b><img src=\"https://static.tigerbbs.com/6d53ea0491003bfd12b38d3849cbf58f\" tg-width=\"818\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/>周一，<b>经济数据方面</b>，投资者可留意中国一系列重要的数据，包括财新服务业PMI等。</p><blockquote>从我国行业情况看，各行业走势呈现明显差异。其中，货币金融服务商务活动指数位于60.0%以上高位景气区间，近期降准、降息等一系列支持实体经济发展的货币政策落地实施，相关金融机构业务总量较快增长。</blockquote><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>将于美股盘前公布业绩。</p><p><b>新股方面</b>，有三只美股将于当日上市，分别为：<a href=\"https://laohu8.com/S/BTRU\">tru Shrimp Companies, Inc.</a>、<a href=\"https://laohu8.com/S/MHUA\">Meihua International Medical Technologies</a>及<a href=\"https://laohu8.com/S/VIVK\">VIVAKOR INC</a>。</p><p><b>2月8日周二关键词：美国贸易帐，EIA月报</b><img src=\"https://static.tigerbbs.com/d396ba2fa02ab376c930d1d566a0253c\" tg-width=\"819\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/>周二，<b>经济数据方面</b>，美国、日本等国将公布贸易帐数据。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/AMGN\">安进</a>于美东时间2月7日盘后公布财报，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/WMG\">华纳音乐</a>将于美东时间2月8日美股盘前发布最新业绩。</p><p><b>2月9日周三关键词：美国批发库存、OPEC月报，EIA原油库存</b><img src=\"https://static.tigerbbs.com/ad0af7093a37f9c3fd55cc8a2402f02c\" tg-width=\"820\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/>周三，<b>经济数据方面</b>，中国将公布最新社会融资规模、M2货币供应年率等数据。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/PTON\">Peloton Interactive</a>、<a href=\"https://laohu8.com/S/LYFT\">Lyft Inc</a>及<a href=\"https://laohu8.com/S/YUM\">百胜餐饮</a>将公布财报。</p><p><b>2月10日周四关键词：OPEC月报，美国1月CPI，美国上周初请失业金数据</b><img src=\"https://static.tigerbbs.com/846fabcdc3363ffc9d1e14722665afbd\" tg-width=\"820\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table><p>周四，<b>经济数据方面</b>，美国1月CPI重磅来袭。</p><blockquote>近日美联储升息的预期甚嚣尘上，而美联储加息在即很可能是不得已而为之，因为美国物价飙升，已创近40年来的新高。2021年12月，美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高，就要加息调整。从目前的形势看，美联储为了平抑通胀预期、维护美联储自身信用，也不得不将加息提上日程。</blockquote><blockquote>由于疫情加剧了供应限制，消费者需求依然强劲，预计1月份的通胀数据将延续火爆，华尔街机构预估上月CPI将同比增长7.3%，续创40年新高，数据可能会导致美联储3月加息50个基点的预期进一步升温。</blockquote><p>除了CPI数据，同时公布的上周初请失业金数据也值得留意。当地时间2月1日，美国劳工统计局报告称，2021年美国辞职人数创历史新高。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/UBER\">优步</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>将于北京时间当日（美东时间2月9日盘后）发布财报，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>等公司也于同日公布最新财报。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/09878\">汇通达网络</a>、<a href=\"https://laohu8.com/S/01406\">清晰医疗</a>新股申购结束，<a href=\"https://laohu8.com/S/HTCR\">HEARTCORE ENTERPRISES, INC.</a>于美股上市。</p><p><b>事件方面，</b>2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。</p><p><b>2月11日周五关键词：英国GDP、美国密歇根大学消费信心数据；Twitter财报</b><img src=\"https://static.tigerbbs.com/1f5a50e240d14917d3d3c99bf13575e9\" tg-width=\"817\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/>周五，<b>经济数据方面</b>，投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。</p><blockquote>当地时间2月3日，英国央行宣布把基准利率从0.25%上调至0.5%，以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息，也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。</blockquote><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>、<a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings</a>、<a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>等公司将于北京时间当日（美东时间2月10日盘后）公布财报。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/ALOHA\">Cariloha, Inc.</a>将于美股上市。</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>本周前瞻 | 推特、迪士尼等公布财报！美国1月CPI重磅来袭</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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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本周前瞻 | 推特、迪士尼等公布财报！美国1月CPI重磅来袭\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\">2022-02-07 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摘要：</p><blockquote>财报方面：本周将公布业绩的重点企业包括<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、Peloton Interactive、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>等。</blockquote><blockquote>数据方面：中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。</blockquote><blockquote>事件方面：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。</blockquote><blockquote>新股方面：汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。</blockquote><p><img src=\"https://static.tigerbbs.com/dcd574136239e1be8aa80fcc36e0b7df\" tg-width=\"1878\" tg-height=\"2048\" width=\"100%\" height=\"auto\"/></p><p><b>重要经济数据一览</b></p><p><b>2月7日周一关键词：中国财新服务业PMI、安森美半导体财报</b><img src=\"https://static.tigerbbs.com/6d53ea0491003bfd12b38d3849cbf58f\" tg-width=\"818\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/>周一，<b>经济数据方面</b>，投资者可留意中国一系列重要的数据，包括财新服务业PMI等。</p><blockquote>从我国行业情况看，各行业走势呈现明显差异。其中，货币金融服务商务活动指数位于60.0%以上高位景气区间，近期降准、降息等一系列支持实体经济发展的货币政策落地实施，相关金融机构业务总量较快增长。</blockquote><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>将于美股盘前公布业绩。</p><p><b>新股方面</b>，有三只美股将于当日上市，分别为：<a href=\"https://laohu8.com/S/BTRU\">tru Shrimp Companies, Inc.</a>、<a href=\"https://laohu8.com/S/MHUA\">Meihua International Medical Technologies</a>及<a href=\"https://laohu8.com/S/VIVK\">VIVAKOR INC</a>。</p><p><b>2月8日周二关键词：美国贸易帐，EIA月报</b><img src=\"https://static.tigerbbs.com/d396ba2fa02ab376c930d1d566a0253c\" tg-width=\"819\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/>周二，<b>经济数据方面</b>，美国、日本等国将公布贸易帐数据。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/AMGN\">安进</a>于美东时间2月7日盘后公布财报，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/WMG\">华纳音乐</a>将于美东时间2月8日美股盘前发布最新业绩。</p><p><b>2月9日周三关键词：美国批发库存、OPEC月报，EIA原油库存</b><img src=\"https://static.tigerbbs.com/ad0af7093a37f9c3fd55cc8a2402f02c\" tg-width=\"820\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/>周三，<b>经济数据方面</b>，中国将公布最新社会融资规模、M2货币供应年率等数据。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/PTON\">Peloton Interactive</a>、<a href=\"https://laohu8.com/S/LYFT\">Lyft Inc</a>及<a href=\"https://laohu8.com/S/YUM\">百胜餐饮</a>将公布财报。</p><p><b>2月10日周四关键词：OPEC月报，美国1月CPI，美国上周初请失业金数据</b><img src=\"https://static.tigerbbs.com/846fabcdc3363ffc9d1e14722665afbd\" tg-width=\"820\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table><p>周四，<b>经济数据方面</b>，美国1月CPI重磅来袭。</p><blockquote>近日美联储升息的预期甚嚣尘上，而美联储加息在即很可能是不得已而为之，因为美国物价飙升，已创近40年来的新高。2021年12月，美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高，就要加息调整。从目前的形势看，美联储为了平抑通胀预期、维护美联储自身信用，也不得不将加息提上日程。</blockquote><blockquote>由于疫情加剧了供应限制，消费者需求依然强劲，预计1月份的通胀数据将延续火爆，华尔街机构预估上月CPI将同比增长7.3%，续创40年新高，数据可能会导致美联储3月加息50个基点的预期进一步升温。</blockquote><p>除了CPI数据，同时公布的上周初请失业金数据也值得留意。当地时间2月1日，美国劳工统计局报告称，2021年美国辞职人数创历史新高。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/UBER\">优步</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>将于北京时间当日（美东时间2月9日盘后）发布财报，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>等公司也于同日公布最新财报。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/09878\">汇通达网络</a>、<a href=\"https://laohu8.com/S/01406\">清晰医疗</a>新股申购结束，<a href=\"https://laohu8.com/S/HTCR\">HEARTCORE ENTERPRISES, INC.</a>于美股上市。</p><p><b>事件方面，</b>2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。</p><p><b>2月11日周五关键词：英国GDP、美国密歇根大学消费信心数据；Twitter财报</b><img src=\"https://static.tigerbbs.com/1f5a50e240d14917d3d3c99bf13575e9\" tg-width=\"817\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/>周五，<b>经济数据方面</b>，投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。</p><blockquote>当地时间2月3日，英国央行宣布把基准利率从0.25%上调至0.5%，以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息，也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。</blockquote><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>、<a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings</a>、<a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>等公司将于北京时间当日（美东时间2月10日盘后）公布财报。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/ALOHA\">Cariloha, Inc.</a>将于美股上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129370833","content_text":"摘要：财报方面：本周将公布业绩的重点企业包括中芯国际、Peloton Interactive、可口可乐、百事可乐、辉瑞、 Twitter 、迪士尼、优步等。数据方面：中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。事件方面：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。新股方面：汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。重要经济数据一览2月7日周一关键词：中国财新服务业PMI、安森美半导体财报周一，经济数据方面，投资者可留意中国一系列重要的数据，包括财新服务业PMI等。从我国行业情况看，各行业走势呈现明显差异。其中，货币金融服务商务活动指数位于60.0%以上高位景气区间，近期降准、降息等一系列支持实体经济发展的货币政策落地实施，相关金融机构业务总量较快增长。财报方面，安森美半导体将于美股盘前公布业绩。新股方面，有三只美股将于当日上市，分别为：tru Shrimp Companies, Inc.、Meihua International Medical Technologies及VIVAKOR INC。2月8日周二关键词：美国贸易帐，EIA月报周二，经济数据方面，美国、日本等国将公布贸易帐数据。财报方面，安进于美东时间2月7日盘后公布财报，辉瑞、华纳音乐将于美东时间2月8日美股盘前发布最新业绩。2月9日周三关键词：美国批发库存、OPEC月报，EIA原油库存周三，经济数据方面，中国将公布最新社会融资规模、M2货币供应年率等数据。财报方面，Peloton Interactive、Lyft Inc及百胜餐饮将公布财报。2月10日周四关键词：OPEC月报，美国1月CPI，美国上周初请失业金数据周四，经济数据方面，美国1月CPI重磅来袭。近日美联储升息的预期甚嚣尘上，而美联储加息在即很可能是不得已而为之，因为美国物价飙升，已创近40年来的新高。2021年12月，美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高，就要加息调整。从目前的形势看，美联储为了平抑通胀预期、维护美联储自身信用，也不得不将加息提上日程。由于疫情加剧了供应限制，消费者需求依然强劲，预计1月份的通胀数据将延续火爆，华尔街机构预估上月CPI将同比增长7.3%，续创40年新高，数据可能会导致美联储3月加息50个基点的预期进一步升温。除了CPI数据，同时公布的上周初请失业金数据也值得留意。当地时间2月1日，美国劳工统计局报告称，2021年美国辞职人数创历史新高。财报方面，优步、图森未来、迪士尼将于北京时间当日（美东时间2月9日盘后）发布财报，可口可乐、百事可乐、中芯国际、加拿大鹅等公司也于同日公布最新财报。新股方面，汇通达网络、清晰医疗新股申购结束，HEARTCORE ENTERPRISES, INC.于美股上市。事件方面，2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。2月11日周五关键词：英国GDP、美国密歇根大学消费信心数据；Twitter财报周五，经济数据方面，投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。当地时间2月3日，英国央行宣布把基准利率从0.25%上调至0.5%，以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息，也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。财报方面，Twitter、Affirm Holdings、德康医疗等公司将于北京时间当日（美东时间2月10日盘后）公布财报。新股方面，Cariloha, Inc.将于美股上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098815934,"gmtCreate":1644078288072,"gmtModify":1676533888427,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"New Year New Apple IPhone model&nbsp;","listText":"New Year New Apple IPhone model&nbsp;","text":"New Year New Apple IPhone model","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098815934","repostId":"2209345239","repostType":2,"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098815027,"gmtCreate":1644078259293,"gmtModify":1676533888450,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Don't underestimate META&nbsp;","listText":"Don't underestimate META&nbsp;","text":"Don't underestimate META","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098815027","repostId":"1108894266","repostType":2,"repost":{"id":"1108894266","kind":"news","pubTimestamp":1644024937,"share":"https://ttm.financial/m/news/1108894266?lang=&edition=fundamental","pubTime":"2022-02-05 09:35","market":"us","language":"en","title":"For Meta, a Cheap Stock Isn’t Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=1108894266","media":"Barrons","summary":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal resul","content":"<html><head></head><body><p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.</p><p>And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.</p><p>Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.</p><p>By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.</p><p>Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.</p><p>The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.</p><p>The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.</p><p>Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.</p><p>On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.</p><p>“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.</p><p>On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.</p><p>The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.</p><p>Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.</p><p><b>Falling Hard</b></p><p>Facebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.</p><p><img src=\"https://static.tigerbbs.com/aefbd1011b68d6770961169b97d76d54\" tg-width=\"1059\" tg-height=\"492\" width=\"100%\" height=\"auto\"/></p><p>To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&amp;P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.</p><p>Meta’s risks are growing and they’re no longer just about Facebook&#39;s legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.</p><p>Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.</p></body></html>","source":"lsy1601382232898","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>For Meta, a Cheap Stock Isn’t Enough</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\">\nFor Meta, a Cheap Stock Isn’t Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108894266","content_text":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.Falling HardFacebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.Meta’s risks are growing and they’re no longer just about Facebook's legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098812719,"gmtCreate":1644078216242,"gmtModify":1676533888429,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Oh shoot :(","listText":"Oh shoot :(","text":"Oh shoot :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098812719","repostId":"1196927717","repostType":2,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091104732,"gmtCreate":1643793464172,"gmtModify":1676533856981,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Heng Heng Huat ya !!!","listText":"Heng Heng Huat ya !!!","text":"Heng Heng Huat ya !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091104732","repostId":"1124126434","repostType":4,"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091104230,"gmtCreate":1643793446551,"gmtModify":1676533856973,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Oh No... paypal literally post FY22 will stay stagnant, no more growth 🥲","listText":"Oh No... paypal literally post FY22 will stay stagnant, no more growth 🥲","text":"Oh No... paypal literally post FY22 will stay stagnant, no more growth 🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091104230","repostId":"1154867674","repostType":4,"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099545849,"gmtCreate":1643392122221,"gmtModify":1676533815783,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Good Morning !! HAPPy CNY BREAK AND HOLIBAY BREAK FOR THOSE CELEBRATING !!","listText":"Good Morning !! HAPPy CNY BREAK AND HOLIBAY BREAK FOR THOSE CELEBRATING !!","text":"Good Morning !! HAPPy CNY BREAK AND HOLIBAY BREAK FOR THOSE CELEBRATING !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099545849","repostId":"1142601551","repostType":2,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090192122,"gmtCreate":1643108886860,"gmtModify":1676533774746,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Oh No&nbsp;","listText":"Oh No&nbsp;","text":"Oh No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090192122","repostId":"1127968898","repostType":2,"repost":{"id":"1127968898","kind":"news","pubTimestamp":1643107317,"share":"https://ttm.financial/m/news/1127968898?lang=&edition=fundamental","pubTime":"2022-01-25 18:41","market":"us","language":"en","title":"Stock Futures Fall in Wake of Turbulence on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1127968898","media":"WSJ","summary":"U.S. stock futures slumped, putting markets on course for another day of bumpy trading, as investors","content":"<html><head></head><body><p>U.S. stock futures slumped, putting markets on course for another day of bumpy trading, as investors awaited the start of the Federal Reserve’s policy meeting and a docket of major earnings.</p><p>S&amp;P 500 futures fell 1.6%, while futures tied to the technology-heavy Nasdaq-100 slumped over 2%. Futures linked to the blue-chip Dow Jones Industrial Average dropped 1%.</p><p>Market volatility has spiked in recent sessions, amid investor anxiety about how rapidly the Federal Reserve will act to combat inflation by raising interest rates and shrinking its balance sheet. Meantime, the first batches of earnings have failed to deliver the bumper beats investors became accustomed to last year, while geopolitical tensions surrounding Ukraine and Russia have weighed on sentiment.</p><p>Markets whipsawed Monday, with the Nasdaq Composite declining as much as 4.9% before rallying to close 0.6% higher. The S&amp;P 500 and Dow Jones Industrial Average staged similar comebacks.</p><p>The turbulent trading “showed that investors are facing a dilemma,” said Tai Hui, Asia chief market strategist at J.P. Morgan Asset Management. Investors, who are expecting up to four interest rate increases this year, are anxious about what that could do to pricier stocks, but the economic outlook remains decent and they are aware that few assets offer equities’ long-term return prospects, he said.</p><p>Federal Reserve officials are set to debate the path of monetary policy, including the speed at which they shrink their nearly $9 trillion bond portfolio, at their two-day meeting that starts Tuesday. Chairman Jerome Powell is expected to use his postmeeting comments Wednesday to lay the groundwork for a cycle of interest-rate rises.</p><p>The yield on the benchmark 10-year U.S. Treasury note rose Tuesday to 1.768%, from 1.735% Monday. Bond yields move inversely to prices.</p><p>Aside from the Fed meeting, investors are awaiting a bevy of major earnings.General Electric,3M,Johnson &amp; Johnson,Raytheon Technologies,American Express,Lockheed MartinandVerizon Communications are scheduled to post results ahead of the opening bell.Microsoft will release figures after markets close.</p><p>Overseas, Japan’s Nikkei 225 closed down 1.7%, with major decliners including the technology and telecom giant SoftBank Group, which fell more than 5%. Australia’s S&amp;P/ASX 200 and South Korea’s Kospi Composite both retreated more than 2%. Hong Kong’s Hang Seng Index shed 1.7%.</p><p>European stock markets rebounded, having closed Monday before U.S. indexes rallied. The pan-continental Stoxx Europe 600 index was up 1% Tuesday.</p><p>U.S. markets are likely to remain volatile at least until the Fed’s first rate increase, which is expected to be in March, said Jason Liu, the Asia head of the chief investment office at Deutsche Bank’sinternational private bank. His team cut their stance on U.S. stocks to neutral from overweight last week, after maintaining an overweight position for more than a year.</p><p>“Everyone will be watching the Fed’s guidance this week,” Mr. Liu 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>Stock Futures Fall in Wake of Turbulence on Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Futures Fall in Wake of Turbulence on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 18:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-01-25-2022-11643081252?mod=hp_lead_pos1><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures slumped, putting markets on course for another day of bumpy trading, as investors awaited the start of the Federal Reserve’s policy meeting and a docket of major earnings.S&P 500 ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-01-25-2022-11643081252?mod=hp_lead_pos1\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-01-25-2022-11643081252?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127968898","content_text":"U.S. stock futures slumped, putting markets on course for another day of bumpy trading, as investors awaited the start of the Federal Reserve’s policy meeting and a docket of major earnings.S&P 500 futures fell 1.6%, while futures tied to the technology-heavy Nasdaq-100 slumped over 2%. Futures linked to the blue-chip Dow Jones Industrial Average dropped 1%.Market volatility has spiked in recent sessions, amid investor anxiety about how rapidly the Federal Reserve will act to combat inflation by raising interest rates and shrinking its balance sheet. Meantime, the first batches of earnings have failed to deliver the bumper beats investors became accustomed to last year, while geopolitical tensions surrounding Ukraine and Russia have weighed on sentiment.Markets whipsawed Monday, with the Nasdaq Composite declining as much as 4.9% before rallying to close 0.6% higher. The S&P 500 and Dow Jones Industrial Average staged similar comebacks.The turbulent trading “showed that investors are facing a dilemma,” said Tai Hui, Asia chief market strategist at J.P. Morgan Asset Management. Investors, who are expecting up to four interest rate increases this year, are anxious about what that could do to pricier stocks, but the economic outlook remains decent and they are aware that few assets offer equities’ long-term return prospects, he said.Federal Reserve officials are set to debate the path of monetary policy, including the speed at which they shrink their nearly $9 trillion bond portfolio, at their two-day meeting that starts Tuesday. Chairman Jerome Powell is expected to use his postmeeting comments Wednesday to lay the groundwork for a cycle of interest-rate rises.The yield on the benchmark 10-year U.S. Treasury note rose Tuesday to 1.768%, from 1.735% Monday. Bond yields move inversely to prices.Aside from the Fed meeting, investors are awaiting a bevy of major earnings.General Electric,3M,Johnson & Johnson,Raytheon Technologies,American Express,Lockheed MartinandVerizon Communications are scheduled to post results ahead of the opening bell.Microsoft will release figures after markets close.Overseas, Japan’s Nikkei 225 closed down 1.7%, with major decliners including the technology and telecom giant SoftBank Group, which fell more than 5%. Australia’s S&P/ASX 200 and South Korea’s Kospi Composite both retreated more than 2%. Hong Kong’s Hang Seng Index shed 1.7%.European stock markets rebounded, having closed Monday before U.S. indexes rallied. The pan-continental Stoxx Europe 600 index was up 1% Tuesday.U.S. markets are likely to remain volatile at least until the Fed’s first rate increase, which is expected to be in March, said Jason Liu, the Asia head of the chief investment office at Deutsche Bank’sinternational private bank. His team cut their stance on U.S. stocks to neutral from overweight last week, after maintaining an overweight position for more than a year.“Everyone will be watching the Fed’s guidance this week,” Mr. Liu said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9984061436,"gmtCreate":1667490897925,"gmtModify":1676537927167,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"One More Day to Friday !!!","listText":"One More Day to Friday !!!","text":"One More Day to Friday !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9984061436","repostId":"1149171162","repostType":4,"repost":{"id":"1149171162","kind":"news","pubTimestamp":1667488574,"share":"https://ttm.financial/m/news/1149171162?lang=&edition=fundamental","pubTime":"2022-11-03 23:16","market":"us","language":"en","title":"Apple's Resilience Is Unjustified - Here Is Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1149171162","media":"seekingalpha","summary":"SummaryApple stock has held up surprisingly well in 2022 compared to a very weak broader market, lar","content":"<html><head></head><body><p>Summary</p><ul><li>Apple stock has held up surprisingly well in 2022 compared to a very weak broader market, largely due to the company&#39;s continued strong earnings reports.</li><li>I&#39;ll highlight the reasons for Apple&#39;s strong cash flow growth and potential areas for future growth, and take a look at working capital management, stock-based compensation, and the multi-faceted ecosystem.</li><li>However, I will also point out the limitations of the growth story, which is the mainstay of the current valuation.</li><li>The current share price implies growth rates that are difficult to achieve even in a thriving economy. I think Apple is dead money at best for the foreseeable future.</li><li>I am not currently invested in the stock, but if I were, I would at least consider selling it, assuming I held it in a tax-deferred or tax-exempt account.</li></ul><h3>Introduction And Investment Thesis</h3><p>Last week, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> surprised on the upside in an otherwise very bad week for tech investors. Alphabet (GOOG,GOOGL), Meta Platforms (META) andAmazon (AMZN) all disappointed Wall Street, while the tech giant best known for its iPhone franchisereportedsolid earnings and quarterly revenue of $90.1 billion, slightly beating analyst estimates and up 8.1% year-over-year. iPhone and Mac sales were up 9.7% and 25.4% in a high-inflation environment, respectively, suggesting that Apple is indeed one of the companies with real pricing power. On a year-over-year annual basis, Apple also shined where others looked lackluster. Total fiscal 2022 net sales were up 7.8%, thanks largely to strong growth in iPhone (+7.0%), Mac (+14.2%) and services (+14.2%). From this perspective, Wall Street&#39;s positive reaction hardly seems surprising.</p><p>I have had Apple on my watch list for quite some time, and I continue to be amazed how the stock has largely defied the bear market of 2022. The main pillars of my investment thesis in Apple are:</p><ul><li>Apple seems to have an unending ability to design and manufacture hardware and software that is not only functional, but also highly intuitive, elegant and very appealing. Even though they are mass products, Apple&#39;s gadgets enjoy the ranks of status symbols.</li></ul><ul><li>Recognizing that selling hardware does not scale well, the company has created a deep ecosystem through its app store and the many experiences and productivity enhancements it offers. In this way, Apple retains consumers and ensures high switching costs in an industry otherwise characterized by high competition.</li></ul><ul><li>Where others have managed to develop either standout smartphone technology (e.g., Samsung&#39;s Galaxy series) or a smartphone operating system (Google&#39;s Android), Apple has been able to take advantage of the synergies of top-quality hardware and software offerings.</li></ul><ul><li>The company&#39;s balance sheet is absolutely solid and will benefit in a rising interest rate environment, as it has $145.5 billion in marketable securities (mostly long-term) - not counting the $23.6 billion in cash and cash equivalents - and only $120.0 billion in debt.</li></ul><p>It is easy to like Apple as an investment. However, when I find nothing but positive things about an investment, it usually gives me pause. As a dyed-in-the-wool value investor, I am very careful not to overpay for my investments, especially when a company is firing on all cylinders - there is a thin line between a value trap and a world-class company that is simply too expensive. In this article, I will discuss Apple&#39;s normalized free cash flow, my expectations for future growth and my thoughts on what could limit the growth story. I will value Apple from a discounted cash flow basis, making sense of what the market has currently priced into the stock. In closing, I present my rationale for refraining from buying Apple at this time.</p><p>Apple Is Rightly Touted As A Major Cash Flow Machine</p><p>When it comes to the question of why Apple stock should command a premium valuation, many investors point to the company&#39;s strong cash flow. I do not disagree, and in fact, Apple&#39;s cash flow is one reason I would like to own shares in the company.</p><p>My regular readers know that I rely only on normalized free cash flow (nFCF), which means I adjust conventional FCF for working capital movements, stock-based compensation expenses, non-cash impairment and restructuring charges (if routinely observed), and acquisitions (if the company relies on growth through acquisitions). Those interested in the approach can take a look at my detailededucational articlepublished last month.</p><p>Acquisitions, impairments and restructuring charges are very rarely seen at Apple. This is due to the company&#39;s conservative and disciplined approach to acquisitions, which deserves praise at a time when other companies are squandering cash left and right in sometimes desperate attempts to diversify into new growth areas. However, as with many tech companies (see myarticleon this topic), stock-based compensations (SBCs) are significant and trending upward. This is due, in part, to the way stock-based compensation is accounted for and it should be kept in mind that adjusting free cash flow for SBCs is a relatively conservative measure. Figure 1 shows Apple&#39;s stock-based compensation since fiscal 2012 as a percentage of operating cash flow (OCF) normalized for working capital movements. Even though significant, this form of employee compensation is relatively modest at Apple, averaging 8% of normalized OCF since fiscal 2016, compared to Alphabet, for example (see myrecent article).</p><p><img src=\"https://static.tigerbbs.com/634624a2a799950e29c025c2e979a431\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 1: Apple’s stock-based compensation expenses (own work, based on the company’s fiscal 2011 to 2022 10-Ks.</p><p>Apple’s normalized free cash flow, as I use it for my assessment of the company’s future cash flow potential, is shown in Figure 2. Clearly, the pandemic acted as a huge tailwind for the company, as is underlined by nFCF growth rates of +23%, +43% and 13% in fiscal 2020, fiscal 2021 and fiscal 2022. Apple’s cash-generating power is underlined further when comparing these growth figures to the company’s sales growth numbers for the same periods: +6%, +33% and +8%.</p><p>Companies that report unbelievably strong earnings are potentially suspect of managing their results, and therefore it seems reasonable to assess the quality of Apple’s cash flow. Excess Cash Margin (ECM) is a measure of the relative growth rates of operating income and OCF and enables the detection of potential earnings problems or accounting shenanigans. In the case of Apple, the ECM moved in a reasonably narrow window of -2.4% and +2.0% in the last ten fiscal years and without a notable up- or downward trend. An upward trend in ECM would signal that earnings are growing slower (or declining faster) than OCF, while a downward trend indicates that earnings are either growing faster or declining slower than OCF.</p><p><img src=\"https://static.tigerbbs.com/018899362ea317f0a826fd5072e9f3c0\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p>Figure 2: Apple’s normalized free cash flow – conventionally obtained FCF is on average 10% higher, largely due to stock-based compensations (own work, based on the company’s fiscal 2010 to 2022 10-Ks.</p><h3>Reasons For Apple&#39;s Outstanding Free Cash Flow Growth - And Why It May Not Be Sustainable</h3><p>Apple&#39;s free cash flow growth since the pandemic has been spectacular. So, the really important question is: Where did the growth come from, and can it continue? Because ultimately, the share price is only an unromantic reflection of a company&#39;s future cash flows, discounted to today at an appropriate rate.</p><h3>Strong Brand Stickiness, Pricing Power - But Discretionary Products After All</h3><p>As already mentioned, the pandemic acted as a tremendous tailwind for Apple. During these difficult times, consumers learned to love Apple&#39;s software ecosystem even more, as well as the large number of accessories that only reach their full potential in combination with an Apple iPhone, iPod or Mac computer. Thanks to the increasingly strong lock-in effect and the seemingly unending desire to own these very elegant and highly intuitive pieces of hardware, Apple is able to exert pricing power on consumers even in times of high inflation. However, it is important to remember that an iPhone or Mac computer is ultimately largely a discretionary product, and the purchase of the next iteration can be postponed in the event of an economic downturn. As will be shown later, a recession is likely not currently priced into Apple stock.</p><h3>Geographical Concentration Risks</h3><p>Investors should note that Apple generated nearly a quarter of its fiscal 2022 sales in Europe, and it seems reasonable to expect that the eurozone, unlike the United States, will have a much harder time overcoming high inflation rates, in part due to the substantial debt of southern European countries, which would likely become insolvent if interest rates were raised at a pace similar to that in the United States. Of course, however, keeping inflation in control by raising interest rates is an incomplete line of thinking.</p><p>Nevertheless, the difficult situation of the European Central Bank and its increasing emphasis on approaches reminiscent of a planned economy (e.g.,Green Dealand the resultingTaxonomy Regulation) are preparing the bloc for continued high inflation rates and thus lower disposable incomes.</p><p>A deep recession in Europe is also likely to impact Apple&#39;s supply chain, as the company relies on several hundred suppliers in Germany (767 in 2018 according toHandelsblatt).</p><p>Of course, Apple&#39;s global position also makes it vulnerable to foreign exchange rate headwinds, as the company ultimately reports its earnings in U.S. dollars. However, I believe this is a well-known aspect that applies to all truly global companies. There is only so much a company can do to hedge against exchange rate fluctuations, and I consider this a simple cost of doing business when operating on a global scale.</p><h3>Sustainability Of App Store Margins</h3><p>Software developers have noticed the seemingly unstoppable growth of Apple&#39;s installed base, which probably recently passed the2 billion mark. Apple&#39;s growth keeps developers motivated to continue to create new apps for iOS, which has the added advantage of very limited device configurations compared to the numerous devices running Android. I expect Apple to benefit from this for the foreseeable future, as long as the company does not make any glaring hardware design mistakes and stays true to its intuitive software architecture. However, it should not be forgotten that Apple faces challenges related to its somewhat aggressive monopolistic behavior in connection with its app store. It therefore seems prudent to keep an eye on Apple&#39;s subscription-based sales. I view it as largely positive that Apple&#39;s (high-margin) service revenue has increased from 11% of total revenue in fiscal 2016 to nearly 20% in fiscal 2022. However, improved app developer compensation and increased regulatory scrutiny could deal a blow to this important segment, thereby impacting free cash flow.</p><p>Working Capital Management</p><p>Another aspect to consider is working capital management. Cash is king, and companies with pricing power benefit enormously by being able to enforce their payment terms on both their suppliers and their customers. In addition, global giants like Apple benefit significantly from highly efficient inventory management. Less cash tied up in working capital accounts (receivables, inventories) leads to higher free cash flow. By minimizing the time to collect payments from customers and maximizing the time to pay suppliers, a company can benefit significantly from cheap (or free) credit. This is in particular important in a rising interest rate environment. A - highly desirable - negative cash conversion cycle (CCC) results when a company can collect and retain payments from customers for a certain time, that actually belong to suppliers (e.g., app developers).</p><p>Apple is a shining example in this regard and has kept its inventory days and days sales outstanding (DSO) very tight while expanding its days payables outstanding (DPO) quite significantly between fiscal 2013 and fiscal 2019 (Figure 3). However, presumably due to ongoing supply chain issues and the relocation of certain suppliers, DPO declined in recent years, resulting in a weakening but still excellent cash conversion cycle (CCC) of -62 days in fiscal 2022.</p><p>Improved conditions for app developers, as hypothesized above, could also put pressure on Apple&#39;s working capital management, thereby impacting free cash flow. Conversely, supply chain issues will eventually be resolved, improving the working capital management of Apple&#39;s hardware segment.</p><p><img src=\"https://static.tigerbbs.com/cd5c74594b446fea946163da22c51878\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 3: Apple’s days sales and payables outstanding, inventory days and cash conversion cycle (own work, based on the company’s fiscal 2012 to 2022 10-Ks.</p><h3>Possible Signs Of Underinvestment And The Course Toward Mean Reversion</h3><p>It is also worth noting Apple&#39;s capital expenditures, which typically range from $9 billion to $13 billion per year. Relatively speaking, capital expenditures have been on a downward trend since fiscal 2016, as shown in Figure 4. While some might argue that Apple is underinvesting, I would not overstate this aspect at this point in time (see below). While capital expenditures as a percentage of OCF continue to decline, it should be remembered that this is largely due to strong OCF growth and only to a small extent a result of lower actual investment in the business.</p><p><img src=\"https://static.tigerbbs.com/02df2459453a284cd343b9f1bb690fe5\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 4: Apple’s capital expenditures as a percentage of normalized operating cash flow (own work, based on the company’s fiscal 2011 to 2022 10-Ks.</p><p>Apple&#39;s key long-term free cash flow growth driver is innovation. Apple has innovated in both hardware and software, for example by introducing its ownprocessorsin its iPhones and Mac computers, a smart watch (Apple Watch), and its own payment service (Apple Pay). However, Apple has not introduced any groundbreaking new devices like theiPhoneor the iPod in a long time. I do believe that at some point, the users so accustomed to innovations will be saturated as it becomes increasingly difficult to pack truly groundbreaking new features into the devices currently available.</p><p>At some point, Apple will have to come up with a new technological gadget - whether it is some sort of wearable, self-driving car, or technologically integrated piece of furniture. I am sure Apple will come up with something at some point, but it is also true that the race to find the next hot innovation is extremely competitive and capital-intensive, especially as it relates to autonomous driving. From this perspective, it does not seem unrealistic to assume that Apple will have to invest more and more cash flow into the business at a percentage equal to or above the historical average, as shown in Figure 4.</p><h3>What Is Currently Priced Into AAPL Stock?</h3><p>Several aspects underlying Apple&#39;s excellent free cash flow growth have been discussed, as well as potentially limiting factors. With the release of the fiscal2022 10-Ka few days ago, we now have a clear view of Apple&#39;s recent cash flows, which provide a basis for valuing the stock.</p><p>First, let me share my FAST Graphs-inspired chart in Figure 5, which shows Apple&#39;s nFCF per share versus split-adjusted price per share. Clearly, Apple&#39;s stock price and free cash flow decoupled sometime in 2020, when investors began pricing huge growth rates into the stock. While it is entirely possible that Apple will continue to be able to grow its free cash flow at a high rate going forward, I simply believe that the likelihood of FCF remaining stagnant for at least a couple of years is relatively high for the reasons outlined above. Apple stock could be dead money for the foreseeable future, or worse, it could move closer to its long-term FCF trend, suggesting ample downside and a current fair value in the $100 region.</p><p><img src=\"https://static.tigerbbs.com/f7d675df943d6075843ba251551a1796\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 5: Apple’s normalized free cash flow per share compared to its split-adjusted share price; note that nFCFs have been aligned with fiscal year ends in late September (own work, based on the company’s fiscal 2010 to fiscal 2022 10-Ks and the daily closing stock price of AAPL)</p><p>Next, I evaluated Apple stock from a discounted cash flow (DCF) perspective - after all, a company is only worth the sum of its future cash flows, discounted to today at an appropriate rate. For Apple, I believe a cost of equity of 9.5% is appropriate, taking into account current long-term government bond rates and a 5% equity risk premium. For the DCF analysis below, I have used Apple&#39;s average nFCF for fiscal years 2021 to 2022 as the baseline cash flow, which may even be a somewhat optimistic assumption given the threat of a recession.</p><p>Long-term visibility of revenue (and thus cash flow) is very difficult, which is also underscored by analyst estimates. More than 20 analystscoverApple on a two-year basis, expecting year-over-year revenue growth rates of 3.3% and 5.2% for fiscal years 2023 and 2024, respectively. After that, the number of analysts drops to 9. From fiscal 2026 to fiscal 2027, only 2 analysts cover Apple, and for the later years, there is only one analyst - a particularly optimistic one - who expects year-over-year sales growth rates of 18%, 9%, 9%, 10%, and 10% between fiscal 2028 and 2032. I am not in a position to provide plausible long-term estimates, but I consider anything higher than 5% p.a. over the next five years to be unduly optimistic for the reasons outlined above. Therefore, in the illustration of the DCF model in Figure 6, I have used a growth rate of 5% for the next five years, 4% for the subsequent five years, and a terminal growth rate of 3%.</p><p><img src=\"https://static.tigerbbs.com/717fa79d412f6b54795b36161c6ec657\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 6: Cash flows underlying Apple&#39;s discounted cash flow analysis; terminal value not shown (own work)</p><p>Summing the discounted cash flows and dividing the result by the current number of weighted average diluted shares outstanding yields a fair value of about $100, which is well in line with the backward-looking valuation in Figure 6.</p><p>Put differently, to justify the current price of $150 per share, Apple would need to grow its free cash flow at a rate of 10% per year over the next five years (is this a realistic assumption in the context of a likely economic downturn?), followed by a growth rate of a similarly high 8% p.a. until year 10, and a terminal growth rate of 5%.</p><p>Personally, I find it difficult to see such growth rates as realistic for the reasons mentioned above. In order to achieve such rates, Apple will likely be forced to diversify into other business areas, which is associated with considerable uncertainties, as its current business model will simply lack the addressable market at some point due to size.</p><p>However, some may object that both valuation approaches are based on free cash flow and therefore represent an isolated approach. This is true, and conventional multiples-based approaches can also provide a good view on a company&#39;s valuation. Figure 7 compares ten-year averages of earnings- and revenue-based multiples with current values. It is evident that Apple is significantly overvalued on every metric, including its dividend yield (currently 0.6% versus a five-year average of 1.4%). Finally, it should also be remembered that these valuations are the product of what is likely the strongest bull market in recent history, giving cautious investors pause for thought. Morningstar currentlyratesApple at two stars and believes the stock is 15% overvalued. It is worth noting that the investor services firm views Apple as a company with only a narrow economic moat.</p><p><img src=\"https://static.tigerbbs.com/e3a0cff58027ed2abd92ab04313f85e4\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 7: Historical valuation of Apple stock, note that the price-earnings-growth ratio (PEG) has scaled by a factor of 10 for the sake of visibility (own work)</p><h3>Concluding Remarks</h3><p>There is no question about it - Apple is a world-class company with a deeply rooted ecosystem, an ever-growing, religious-like following, and very strong management. The company is one of the few with real pricing power. However, with all the justified optimism, Apple markets largely discretionary products.</p><p>Investors expect Apple to continue to be able to grow free cash flow by double digit, or at least high single digit rates, for the foreseeable future. However, the growth story has its limits. Apple will likely reach its limits at some point because the addressable market is saturated, so it will need to pursue other growth opportunities. Exploring new opportunities comes with execution risks and requires significant capital expenditures, which have been steadily declining since fiscal 2016 in relative terms. Moreover, Apple is already an extremely well-managed company that will struggle to increase free cash flow through improvements in working capital management - an often-overlooked growth driver of several less well-managed companies.</p><p>As I have shown, Apple is significantly overvalued assuming more down-to-earth growth expectations. The market has been merciless on other tech stocks such as Amazon, Meta Platforms and Alphabet. So it is only reasonable to assume that Apple stock will also take a serious beating should the company fall short of expectations in any of the coming quarters. For example, what if the all-important holiday shopping season turns out slower than expected, capital expenditures rise significantly, or Europe faces a deep recession?</p><p>If I owned the stock, I would at least toy with the idea of selling it, as it is obviously overvalued. This can easily be seen in the decoupling of the share price from free cash flow since 2020 and the decoupling from the overall market in 2022. Of course, this assumes that taxes do not need to be factored into the equation.</p><p>Of course, none of these changes the fact that Apple is an extremely well-run company with a deeply entrenched ecosystem and an almost religious following. Therefore, I continue to keep the stock on my bear market watch list and patiently wait for the market to come back to its senses.</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>Apple's Resilience Is Unjustified - Here Is Why</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\">\nApple's Resilience Is Unjustified - Here Is Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4552001-apples-resilience-is-unjustified-here-is-why><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple stock has held up surprisingly well in 2022 compared to a very weak broader market, largely due to the company's continued strong earnings reports.I'll highlight the reasons for Apple's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4552001-apples-resilience-is-unjustified-here-is-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4552001-apples-resilience-is-unjustified-here-is-why","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149171162","content_text":"SummaryApple stock has held up surprisingly well in 2022 compared to a very weak broader market, largely due to the company's continued strong earnings reports.I'll highlight the reasons for Apple's strong cash flow growth and potential areas for future growth, and take a look at working capital management, stock-based compensation, and the multi-faceted ecosystem.However, I will also point out the limitations of the growth story, which is the mainstay of the current valuation.The current share price implies growth rates that are difficult to achieve even in a thriving economy. I think Apple is dead money at best for the foreseeable future.I am not currently invested in the stock, but if I were, I would at least consider selling it, assuming I held it in a tax-deferred or tax-exempt account.Introduction And Investment ThesisLast week, Apple surprised on the upside in an otherwise very bad week for tech investors. Alphabet (GOOG,GOOGL), Meta Platforms (META) andAmazon (AMZN) all disappointed Wall Street, while the tech giant best known for its iPhone franchisereportedsolid earnings and quarterly revenue of $90.1 billion, slightly beating analyst estimates and up 8.1% year-over-year. iPhone and Mac sales were up 9.7% and 25.4% in a high-inflation environment, respectively, suggesting that Apple is indeed one of the companies with real pricing power. On a year-over-year annual basis, Apple also shined where others looked lackluster. Total fiscal 2022 net sales were up 7.8%, thanks largely to strong growth in iPhone (+7.0%), Mac (+14.2%) and services (+14.2%). From this perspective, Wall Street's positive reaction hardly seems surprising.I have had Apple on my watch list for quite some time, and I continue to be amazed how the stock has largely defied the bear market of 2022. The main pillars of my investment thesis in Apple are:Apple seems to have an unending ability to design and manufacture hardware and software that is not only functional, but also highly intuitive, elegant and very appealing. Even though they are mass products, Apple's gadgets enjoy the ranks of status symbols.Recognizing that selling hardware does not scale well, the company has created a deep ecosystem through its app store and the many experiences and productivity enhancements it offers. In this way, Apple retains consumers and ensures high switching costs in an industry otherwise characterized by high competition.Where others have managed to develop either standout smartphone technology (e.g., Samsung's Galaxy series) or a smartphone operating system (Google's Android), Apple has been able to take advantage of the synergies of top-quality hardware and software offerings.The company's balance sheet is absolutely solid and will benefit in a rising interest rate environment, as it has $145.5 billion in marketable securities (mostly long-term) - not counting the $23.6 billion in cash and cash equivalents - and only $120.0 billion in debt.It is easy to like Apple as an investment. However, when I find nothing but positive things about an investment, it usually gives me pause. As a dyed-in-the-wool value investor, I am very careful not to overpay for my investments, especially when a company is firing on all cylinders - there is a thin line between a value trap and a world-class company that is simply too expensive. In this article, I will discuss Apple's normalized free cash flow, my expectations for future growth and my thoughts on what could limit the growth story. I will value Apple from a discounted cash flow basis, making sense of what the market has currently priced into the stock. In closing, I present my rationale for refraining from buying Apple at this time.Apple Is Rightly Touted As A Major Cash Flow MachineWhen it comes to the question of why Apple stock should command a premium valuation, many investors point to the company's strong cash flow. I do not disagree, and in fact, Apple's cash flow is one reason I would like to own shares in the company.My regular readers know that I rely only on normalized free cash flow (nFCF), which means I adjust conventional FCF for working capital movements, stock-based compensation expenses, non-cash impairment and restructuring charges (if routinely observed), and acquisitions (if the company relies on growth through acquisitions). Those interested in the approach can take a look at my detailededucational articlepublished last month.Acquisitions, impairments and restructuring charges are very rarely seen at Apple. This is due to the company's conservative and disciplined approach to acquisitions, which deserves praise at a time when other companies are squandering cash left and right in sometimes desperate attempts to diversify into new growth areas. However, as with many tech companies (see myarticleon this topic), stock-based compensations (SBCs) are significant and trending upward. This is due, in part, to the way stock-based compensation is accounted for and it should be kept in mind that adjusting free cash flow for SBCs is a relatively conservative measure. Figure 1 shows Apple's stock-based compensation since fiscal 2012 as a percentage of operating cash flow (OCF) normalized for working capital movements. Even though significant, this form of employee compensation is relatively modest at Apple, averaging 8% of normalized OCF since fiscal 2016, compared to Alphabet, for example (see myrecent article).Figure 1: Apple’s stock-based compensation expenses (own work, based on the company’s fiscal 2011 to 2022 10-Ks.Apple’s normalized free cash flow, as I use it for my assessment of the company’s future cash flow potential, is shown in Figure 2. Clearly, the pandemic acted as a huge tailwind for the company, as is underlined by nFCF growth rates of +23%, +43% and 13% in fiscal 2020, fiscal 2021 and fiscal 2022. Apple’s cash-generating power is underlined further when comparing these growth figures to the company’s sales growth numbers for the same periods: +6%, +33% and +8%.Companies that report unbelievably strong earnings are potentially suspect of managing their results, and therefore it seems reasonable to assess the quality of Apple’s cash flow. Excess Cash Margin (ECM) is a measure of the relative growth rates of operating income and OCF and enables the detection of potential earnings problems or accounting shenanigans. In the case of Apple, the ECM moved in a reasonably narrow window of -2.4% and +2.0% in the last ten fiscal years and without a notable up- or downward trend. An upward trend in ECM would signal that earnings are growing slower (or declining faster) than OCF, while a downward trend indicates that earnings are either growing faster or declining slower than OCF.Figure 2: Apple’s normalized free cash flow – conventionally obtained FCF is on average 10% higher, largely due to stock-based compensations (own work, based on the company’s fiscal 2010 to 2022 10-Ks.Reasons For Apple's Outstanding Free Cash Flow Growth - And Why It May Not Be SustainableApple's free cash flow growth since the pandemic has been spectacular. So, the really important question is: Where did the growth come from, and can it continue? Because ultimately, the share price is only an unromantic reflection of a company's future cash flows, discounted to today at an appropriate rate.Strong Brand Stickiness, Pricing Power - But Discretionary Products After AllAs already mentioned, the pandemic acted as a tremendous tailwind for Apple. During these difficult times, consumers learned to love Apple's software ecosystem even more, as well as the large number of accessories that only reach their full potential in combination with an Apple iPhone, iPod or Mac computer. Thanks to the increasingly strong lock-in effect and the seemingly unending desire to own these very elegant and highly intuitive pieces of hardware, Apple is able to exert pricing power on consumers even in times of high inflation. However, it is important to remember that an iPhone or Mac computer is ultimately largely a discretionary product, and the purchase of the next iteration can be postponed in the event of an economic downturn. As will be shown later, a recession is likely not currently priced into Apple stock.Geographical Concentration RisksInvestors should note that Apple generated nearly a quarter of its fiscal 2022 sales in Europe, and it seems reasonable to expect that the eurozone, unlike the United States, will have a much harder time overcoming high inflation rates, in part due to the substantial debt of southern European countries, which would likely become insolvent if interest rates were raised at a pace similar to that in the United States. Of course, however, keeping inflation in control by raising interest rates is an incomplete line of thinking.Nevertheless, the difficult situation of the European Central Bank and its increasing emphasis on approaches reminiscent of a planned economy (e.g.,Green Dealand the resultingTaxonomy Regulation) are preparing the bloc for continued high inflation rates and thus lower disposable incomes.A deep recession in Europe is also likely to impact Apple's supply chain, as the company relies on several hundred suppliers in Germany (767 in 2018 according toHandelsblatt).Of course, Apple's global position also makes it vulnerable to foreign exchange rate headwinds, as the company ultimately reports its earnings in U.S. dollars. However, I believe this is a well-known aspect that applies to all truly global companies. There is only so much a company can do to hedge against exchange rate fluctuations, and I consider this a simple cost of doing business when operating on a global scale.Sustainability Of App Store MarginsSoftware developers have noticed the seemingly unstoppable growth of Apple's installed base, which probably recently passed the2 billion mark. Apple's growth keeps developers motivated to continue to create new apps for iOS, which has the added advantage of very limited device configurations compared to the numerous devices running Android. I expect Apple to benefit from this for the foreseeable future, as long as the company does not make any glaring hardware design mistakes and stays true to its intuitive software architecture. However, it should not be forgotten that Apple faces challenges related to its somewhat aggressive monopolistic behavior in connection with its app store. It therefore seems prudent to keep an eye on Apple's subscription-based sales. I view it as largely positive that Apple's (high-margin) service revenue has increased from 11% of total revenue in fiscal 2016 to nearly 20% in fiscal 2022. However, improved app developer compensation and increased regulatory scrutiny could deal a blow to this important segment, thereby impacting free cash flow.Working Capital ManagementAnother aspect to consider is working capital management. Cash is king, and companies with pricing power benefit enormously by being able to enforce their payment terms on both their suppliers and their customers. In addition, global giants like Apple benefit significantly from highly efficient inventory management. Less cash tied up in working capital accounts (receivables, inventories) leads to higher free cash flow. By minimizing the time to collect payments from customers and maximizing the time to pay suppliers, a company can benefit significantly from cheap (or free) credit. This is in particular important in a rising interest rate environment. A - highly desirable - negative cash conversion cycle (CCC) results when a company can collect and retain payments from customers for a certain time, that actually belong to suppliers (e.g., app developers).Apple is a shining example in this regard and has kept its inventory days and days sales outstanding (DSO) very tight while expanding its days payables outstanding (DPO) quite significantly between fiscal 2013 and fiscal 2019 (Figure 3). However, presumably due to ongoing supply chain issues and the relocation of certain suppliers, DPO declined in recent years, resulting in a weakening but still excellent cash conversion cycle (CCC) of -62 days in fiscal 2022.Improved conditions for app developers, as hypothesized above, could also put pressure on Apple's working capital management, thereby impacting free cash flow. Conversely, supply chain issues will eventually be resolved, improving the working capital management of Apple's hardware segment.Figure 3: Apple’s days sales and payables outstanding, inventory days and cash conversion cycle (own work, based on the company’s fiscal 2012 to 2022 10-Ks.Possible Signs Of Underinvestment And The Course Toward Mean ReversionIt is also worth noting Apple's capital expenditures, which typically range from $9 billion to $13 billion per year. Relatively speaking, capital expenditures have been on a downward trend since fiscal 2016, as shown in Figure 4. While some might argue that Apple is underinvesting, I would not overstate this aspect at this point in time (see below). While capital expenditures as a percentage of OCF continue to decline, it should be remembered that this is largely due to strong OCF growth and only to a small extent a result of lower actual investment in the business.Figure 4: Apple’s capital expenditures as a percentage of normalized operating cash flow (own work, based on the company’s fiscal 2011 to 2022 10-Ks.Apple's key long-term free cash flow growth driver is innovation. Apple has innovated in both hardware and software, for example by introducing its ownprocessorsin its iPhones and Mac computers, a smart watch (Apple Watch), and its own payment service (Apple Pay). However, Apple has not introduced any groundbreaking new devices like theiPhoneor the iPod in a long time. I do believe that at some point, the users so accustomed to innovations will be saturated as it becomes increasingly difficult to pack truly groundbreaking new features into the devices currently available.At some point, Apple will have to come up with a new technological gadget - whether it is some sort of wearable, self-driving car, or technologically integrated piece of furniture. I am sure Apple will come up with something at some point, but it is also true that the race to find the next hot innovation is extremely competitive and capital-intensive, especially as it relates to autonomous driving. From this perspective, it does not seem unrealistic to assume that Apple will have to invest more and more cash flow into the business at a percentage equal to or above the historical average, as shown in Figure 4.What Is Currently Priced Into AAPL Stock?Several aspects underlying Apple's excellent free cash flow growth have been discussed, as well as potentially limiting factors. With the release of the fiscal2022 10-Ka few days ago, we now have a clear view of Apple's recent cash flows, which provide a basis for valuing the stock.First, let me share my FAST Graphs-inspired chart in Figure 5, which shows Apple's nFCF per share versus split-adjusted price per share. Clearly, Apple's stock price and free cash flow decoupled sometime in 2020, when investors began pricing huge growth rates into the stock. While it is entirely possible that Apple will continue to be able to grow its free cash flow at a high rate going forward, I simply believe that the likelihood of FCF remaining stagnant for at least a couple of years is relatively high for the reasons outlined above. Apple stock could be dead money for the foreseeable future, or worse, it could move closer to its long-term FCF trend, suggesting ample downside and a current fair value in the $100 region.Figure 5: Apple’s normalized free cash flow per share compared to its split-adjusted share price; note that nFCFs have been aligned with fiscal year ends in late September (own work, based on the company’s fiscal 2010 to fiscal 2022 10-Ks and the daily closing stock price of AAPL)Next, I evaluated Apple stock from a discounted cash flow (DCF) perspective - after all, a company is only worth the sum of its future cash flows, discounted to today at an appropriate rate. For Apple, I believe a cost of equity of 9.5% is appropriate, taking into account current long-term government bond rates and a 5% equity risk premium. For the DCF analysis below, I have used Apple's average nFCF for fiscal years 2021 to 2022 as the baseline cash flow, which may even be a somewhat optimistic assumption given the threat of a recession.Long-term visibility of revenue (and thus cash flow) is very difficult, which is also underscored by analyst estimates. More than 20 analystscoverApple on a two-year basis, expecting year-over-year revenue growth rates of 3.3% and 5.2% for fiscal years 2023 and 2024, respectively. After that, the number of analysts drops to 9. From fiscal 2026 to fiscal 2027, only 2 analysts cover Apple, and for the later years, there is only one analyst - a particularly optimistic one - who expects year-over-year sales growth rates of 18%, 9%, 9%, 10%, and 10% between fiscal 2028 and 2032. I am not in a position to provide plausible long-term estimates, but I consider anything higher than 5% p.a. over the next five years to be unduly optimistic for the reasons outlined above. Therefore, in the illustration of the DCF model in Figure 6, I have used a growth rate of 5% for the next five years, 4% for the subsequent five years, and a terminal growth rate of 3%.Figure 6: Cash flows underlying Apple's discounted cash flow analysis; terminal value not shown (own work)Summing the discounted cash flows and dividing the result by the current number of weighted average diluted shares outstanding yields a fair value of about $100, which is well in line with the backward-looking valuation in Figure 6.Put differently, to justify the current price of $150 per share, Apple would need to grow its free cash flow at a rate of 10% per year over the next five years (is this a realistic assumption in the context of a likely economic downturn?), followed by a growth rate of a similarly high 8% p.a. until year 10, and a terminal growth rate of 5%.Personally, I find it difficult to see such growth rates as realistic for the reasons mentioned above. In order to achieve such rates, Apple will likely be forced to diversify into other business areas, which is associated with considerable uncertainties, as its current business model will simply lack the addressable market at some point due to size.However, some may object that both valuation approaches are based on free cash flow and therefore represent an isolated approach. This is true, and conventional multiples-based approaches can also provide a good view on a company's valuation. Figure 7 compares ten-year averages of earnings- and revenue-based multiples with current values. It is evident that Apple is significantly overvalued on every metric, including its dividend yield (currently 0.6% versus a five-year average of 1.4%). Finally, it should also be remembered that these valuations are the product of what is likely the strongest bull market in recent history, giving cautious investors pause for thought. Morningstar currentlyratesApple at two stars and believes the stock is 15% overvalued. It is worth noting that the investor services firm views Apple as a company with only a narrow economic moat.Figure 7: Historical valuation of Apple stock, note that the price-earnings-growth ratio (PEG) has scaled by a factor of 10 for the sake of visibility (own work)Concluding RemarksThere is no question about it - Apple is a world-class company with a deeply rooted ecosystem, an ever-growing, religious-like following, and very strong management. The company is one of the few with real pricing power. However, with all the justified optimism, Apple markets largely discretionary products.Investors expect Apple to continue to be able to grow free cash flow by double digit, or at least high single digit rates, for the foreseeable future. However, the growth story has its limits. Apple will likely reach its limits at some point because the addressable market is saturated, so it will need to pursue other growth opportunities. Exploring new opportunities comes with execution risks and requires significant capital expenditures, which have been steadily declining since fiscal 2016 in relative terms. Moreover, Apple is already an extremely well-managed company that will struggle to increase free cash flow through improvements in working capital management - an often-overlooked growth driver of several less well-managed companies.As I have shown, Apple is significantly overvalued assuming more down-to-earth growth expectations. The market has been merciless on other tech stocks such as Amazon, Meta Platforms and Alphabet. So it is only reasonable to assume that Apple stock will also take a serious beating should the company fall short of expectations in any of the coming quarters. For example, what if the all-important holiday shopping season turns out slower than expected, capital expenditures rise significantly, or Europe faces a deep recession?If I owned the stock, I would at least toy with the idea of selling it, as it is obviously overvalued. This can easily be seen in the decoupling of the share price from free cash flow since 2020 and the decoupling from the overall market in 2022. Of course, this assumes that taxes do not need to be factored into the equation.Of course, none of these changes the fact that Apple is an extremely well-run company with a deeply entrenched ecosystem and an almost religious following. Therefore, I continue to keep the stock on my bear market watch list and patiently wait for the market to come back to its senses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918761769,"gmtCreate":1664458912051,"gmtModify":1676537459153,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Two more days until weekend !!","listText":"Two more days until weekend !!","text":"Two more days until weekend !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918761769","repostId":"2270894817","repostType":4,"repost":{"id":"2270894817","kind":"highlight","pubTimestamp":1664549960,"share":"https://ttm.financial/m/news/2270894817?lang=&edition=fundamental","pubTime":"2022-09-30 22:59","market":"us","language":"en","title":"Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2270894817","media":"Motley Fool","summary":"It's not too late to invest in these well-established market beaters.","content":"<html><head></head><body><p>Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it costlier to borrow money, contributing to lower potential future earnings for corporations and affecting the performance of equities, especially those considered less safe.</p><p>Thankfully, that&#39;s not a death sentence for all growth stocks. Those that have been leaders in their respective fields for a while, possess a strong moat, and still have solid opportunities to exploit will be just fine. Here are two companies that fit this description: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/V\">Visa</a>. These stocks are worth holding forever.</p><p><img src=\"https://static.tigerbbs.com/16e3b98acbbc8009f33eac8f7b520ea7\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>MSFT data by YCharts</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Microsoft squarely features on the list of companies whose services people use every day. It remains the leader in the market for computer operating systems (OS) by a wide margin, with a roughly 76% share of the desktop OS space as of June. Of course, Microsoft&#39;s business is much larger than that. The company is also present in gaming, and it offers various cloud-based services.</p><p>While it doesn&#39;t enjoy the kind of dominance in these two other segments that it does in computer OS, it is one of the leaders within these markets. Still, Microsoft&#39;s robust business hasn&#39;t allowed it to escape the recent sell-off.</p><p>On the one hand, revenue growth slowed compared to last year. In its latest quarter, the fourth of its fiscal year 2022, ending on June 30, the company&#39;s revenue increased by 12% year over year to $51.9 billion. But Microsoft&#39;s current top-line growth rates aren&#39;t that abnormal by the standards it has set over the past decade.</p><p><img src=\"https://static.tigerbbs.com/a81de9c3ec29b00e8c7393d1527c1faf\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>MSFT Revenue (Quarterly YoY Growth) data by YCharts</p><p>The company&#39;s quarterly earnings per share (EPS) increased by 3% year over year to $2.23. Further, the tech giant remains a cash-generating machine -- with a current free cash flow of $65.2 billion. Overall, Microsoft&#39;s financial results haven&#39;t been that bad, despite what its stock market performance this year would suggest.</p><p>The company is poised to bounce back thanks to its strong competitive edge and, of course, its booming cloud business. Microsoft is one of the most recognizable and valuable brands on the planet. Customers gravitate toward companies they know and trust, and Microsoft fits the bill.</p><p>That grants the company a solid advantage as it will allow it to continue attracting customers thanks to its brand name. That&#39;s before we mention Microsoft&#39;s high switching costs. Businesses depend on the company&#39;s various productivity tools and cloud-based services that enable them to run their day-to-day operations as smoothly as possible, making Microsoft&#39;s services an essential part of their success.</p><p>The company&#39;s cloud unit, Microsoft Azure, is the second largest around. In its latest quarter, Azure&#39;s revenue grew by a much more impressive 40% year over year. The cloud industry is on a long and rapid growth path. With the cash it generates, Microsoft can continue investing in this business unit in which it will almost certainly remain a leader.</p><p>That, combined with its other units and moat, makes Microsoft a solid tech stock to buy and forget.</p><h2>2. <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>Visa makes money everytime anyone uses a card that bears its logo, which is many times a day. The company helps facilitate credit card transactions, a business model that has worked wonders. Visa is so successful that the number of meaningful direct competitors it has can be counted on one hand.</p><p>Since Visa&#39;s business largely depends on people spending money, the company is sensitive to macroeconomic (and other) headwinds that may cause a decrease in consumer activity. Perhaps that&#39;s why Visa stock is down this year, although the company has outperformed the broader market.</p><p>Of note, Visa is performing well despite the economy it faces. During the third quarter of its fiscal year 2022, ending June 30, the company&#39;s revenue jumped by 19% year over year to $7.3 billion. EPS jumped by 36% year over year to $1.60. Visa currently has $16.1 billion in free cash flow.</p><p>While it sometimes seems as though cash and checks have disappeared and credit and debit cards have entirely taken over, that isn&#39;t quite the case yet. According to management, Visa is targeting an $18 trillion opportunity to replace cash and check transactions, which, assuming global cash consumption expands at a compound annual growth rate of 1% annually, wouldn&#39;t happen for decades.</p><p>As far as its competitive advantage is concerned, Visa benefits from the network effect -- the value of its service grows as more people use it. The more businesses are plugged into its network, the more it is attractive to consumers, and vice-versa. Visa could be subject to legal problems, as some lawmakers have proposed legislation that could disrupt the duopoly it shares with <b>Mastercard</b>.</p><p>That is something investors should keep in mind, but even with this caveat, Visa looks like a solid long-term winner.</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>Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever</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\">\nWant to Get Richer? 2 Top Stocks to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 22:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270894817","content_text":"Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it costlier to borrow money, contributing to lower potential future earnings for corporations and affecting the performance of equities, especially those considered less safe.Thankfully, that's not a death sentence for all growth stocks. Those that have been leaders in their respective fields for a while, possess a strong moat, and still have solid opportunities to exploit will be just fine. Here are two companies that fit this description: Microsoft and Visa. These stocks are worth holding forever.MSFT data by YCharts1. MicrosoftMicrosoft squarely features on the list of companies whose services people use every day. It remains the leader in the market for computer operating systems (OS) by a wide margin, with a roughly 76% share of the desktop OS space as of June. Of course, Microsoft's business is much larger than that. The company is also present in gaming, and it offers various cloud-based services.While it doesn't enjoy the kind of dominance in these two other segments that it does in computer OS, it is one of the leaders within these markets. Still, Microsoft's robust business hasn't allowed it to escape the recent sell-off.On the one hand, revenue growth slowed compared to last year. In its latest quarter, the fourth of its fiscal year 2022, ending on June 30, the company's revenue increased by 12% year over year to $51.9 billion. But Microsoft's current top-line growth rates aren't that abnormal by the standards it has set over the past decade.MSFT Revenue (Quarterly YoY Growth) data by YChartsThe company's quarterly earnings per share (EPS) increased by 3% year over year to $2.23. Further, the tech giant remains a cash-generating machine -- with a current free cash flow of $65.2 billion. Overall, Microsoft's financial results haven't been that bad, despite what its stock market performance this year would suggest.The company is poised to bounce back thanks to its strong competitive edge and, of course, its booming cloud business. Microsoft is one of the most recognizable and valuable brands on the planet. Customers gravitate toward companies they know and trust, and Microsoft fits the bill.That grants the company a solid advantage as it will allow it to continue attracting customers thanks to its brand name. That's before we mention Microsoft's high switching costs. Businesses depend on the company's various productivity tools and cloud-based services that enable them to run their day-to-day operations as smoothly as possible, making Microsoft's services an essential part of their success.The company's cloud unit, Microsoft Azure, is the second largest around. In its latest quarter, Azure's revenue grew by a much more impressive 40% year over year. The cloud industry is on a long and rapid growth path. With the cash it generates, Microsoft can continue investing in this business unit in which it will almost certainly remain a leader.That, combined with its other units and moat, makes Microsoft a solid tech stock to buy and forget.2. VisaVisa makes money everytime anyone uses a card that bears its logo, which is many times a day. The company helps facilitate credit card transactions, a business model that has worked wonders. Visa is so successful that the number of meaningful direct competitors it has can be counted on one hand.Since Visa's business largely depends on people spending money, the company is sensitive to macroeconomic (and other) headwinds that may cause a decrease in consumer activity. Perhaps that's why Visa stock is down this year, although the company has outperformed the broader market.Of note, Visa is performing well despite the economy it faces. During the third quarter of its fiscal year 2022, ending June 30, the company's revenue jumped by 19% year over year to $7.3 billion. EPS jumped by 36% year over year to $1.60. Visa currently has $16.1 billion in free cash flow.While it sometimes seems as though cash and checks have disappeared and credit and debit cards have entirely taken over, that isn't quite the case yet. According to management, Visa is targeting an $18 trillion opportunity to replace cash and check transactions, which, assuming global cash consumption expands at a compound annual growth rate of 1% annually, wouldn't happen for decades.As far as its competitive advantage is concerned, Visa benefits from the network effect -- the value of its service grows as more people use it. The more businesses are plugged into its network, the more it is attractive to consumers, and vice-versa. Visa could be subject to legal problems, as some lawmakers have proposed legislation that could disrupt the duopoly it shares with Mastercard.That is something investors should keep in mind, but even with this caveat, Visa looks like a solid long-term winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098815934,"gmtCreate":1644078288072,"gmtModify":1676533888427,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"New Year New Apple IPhone model&nbsp;","listText":"New Year New Apple IPhone model&nbsp;","text":"New Year New Apple IPhone model","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098815934","repostId":"2209345239","repostType":2,"repost":{"id":"2209345239","kind":"news","pubTimestamp":1644016922,"share":"https://ttm.financial/m/news/2209345239?lang=&edition=fundamental","pubTime":"2022-02-05 07:22","market":"us","language":"en","title":"Apple Aims to Debut a New Low-Cost 5G iPhone and iPad in Early March","url":"https://stock-news.laohu8.com/highlight/detail?id=2209345239","media":"Bloomberg","summary":"Apple Inc. is targeting a date on or near March 8 to unveil a new low-cost iPhone and an updated iPad, according to people with knowledge of the matter, kicking off a potentially record-setting year f","content":"<html><head></head><body><p>Apple Inc. is targeting a date on or near March 8 to unveil a new low-cost iPhone and an updated iPad, according to people with knowledge of the matter, kicking off a potentially record-setting year for product launches.</p><p>The announcement will mark Apple’s first major event since a new MacBook Pro debuted in October. Like the company’s other recent launches, it’s expected to be an online presentation rather than in-person, said the people, who asked not to be identified because the deliberations are private.</p><p>Apple is coming off a holiday quarter that far exceeded Wall Street predictions, helping quell fears that supply-chain problems would hurt sales. Now the company is setting its sights higher for 2022. The March announcements -- along with the usual flood of product news expected later in 2022 -- suggest Apple will introduce its biggest crop of new devices ever in a single year.</p><p>Given that the planned timing is still more than a month away, the company’s plans may change in the face of production delays or other changes, the people said. An Apple spokeswoman declined to comment on the company’s plans.</p><p>The new phone will be the first update to the iPhone SE model in two years, adding 5G network capabilities, an improved camera and a faster processor. But the design itself is expected to be similar to the current version, which debuted in April 2020.</p><p>The new iPad, meanwhile, will be an update to the Air model that features a faster processor and 5G. The company is also planning a new Mac with Apple-designed chips, which could also come as early as March.</p><p>In addition to announcing new devices, the company is planning to release iOS 15.4 in the first half of March, the people said. The software update will add Face ID support for people wearing masks to iPhones and iPads, making it easier for users to unlock their devices. It also has new emojis and Universal Control, which lets customers use a single keyboard and trackpad across multiple iPads and Macs.</p><p>Following the March event, the company will likely hold its annual Worldwide Developers Conference in June to announce software updates for the iPhone, iPad, Mac and Apple Watch. It’s then expected to hold multiple keynote events in the fall to launch the iPhone 14 and new Macs.</p><p>The 2022 lineup is likely to include new iMac and Mac Pro desktops, a redesigned MacBook Air, an updated low-end MacBook Pro, three Apple Watches, four iPhone 14 models and new AirPods. The company is also planning new services, such as a feature that lets the iPhone accept payments with the tap of a credit card.</p><p>Apple is working on a high-end mixed reality headset as well, but that’s now more likely to be released in 2023. The company had aimed to announce the device as early as the end of 2022, but development challenges have delayed the timing, Bloomberg reported last month.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Aims to Debut a New Low-Cost 5G iPhone and iPad in Early March</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\">\nApple Aims to Debut a New Low-Cost 5G iPhone and iPad in Early March\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 07:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-aims-debut-low-cost-193822024.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. is targeting a date on or near March 8 to unveil a new low-cost iPhone and an updated iPad, according to people with knowledge of the matter, kicking off a potentially record-setting year ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-aims-debut-low-cost-193822024.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4507":"流媒体概念","NGD":"New Gold","BK4501":"段永平概念","BK4017":"黄金","BK4559":"巴菲特持仓","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4566":"资本集团"},"source_url":"https://finance.yahoo.com/news/apple-aims-debut-low-cost-193822024.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209345239","content_text":"Apple Inc. is targeting a date on or near March 8 to unveil a new low-cost iPhone and an updated iPad, according to people with knowledge of the matter, kicking off a potentially record-setting year for product launches.The announcement will mark Apple’s first major event since a new MacBook Pro debuted in October. Like the company’s other recent launches, it’s expected to be an online presentation rather than in-person, said the people, who asked not to be identified because the deliberations are private.Apple is coming off a holiday quarter that far exceeded Wall Street predictions, helping quell fears that supply-chain problems would hurt sales. Now the company is setting its sights higher for 2022. The March announcements -- along with the usual flood of product news expected later in 2022 -- suggest Apple will introduce its biggest crop of new devices ever in a single year.Given that the planned timing is still more than a month away, the company’s plans may change in the face of production delays or other changes, the people said. An Apple spokeswoman declined to comment on the company’s plans.The new phone will be the first update to the iPhone SE model in two years, adding 5G network capabilities, an improved camera and a faster processor. But the design itself is expected to be similar to the current version, which debuted in April 2020.The new iPad, meanwhile, will be an update to the Air model that features a faster processor and 5G. The company is also planning a new Mac with Apple-designed chips, which could also come as early as March.In addition to announcing new devices, the company is planning to release iOS 15.4 in the first half of March, the people said. The software update will add Face ID support for people wearing masks to iPhones and iPads, making it easier for users to unlock their devices. It also has new emojis and Universal Control, which lets customers use a single keyboard and trackpad across multiple iPads and Macs.Following the March event, the company will likely hold its annual Worldwide Developers Conference in June to announce software updates for the iPhone, iPad, Mac and Apple Watch. It’s then expected to hold multiple keynote events in the fall to launch the iPhone 14 and new Macs.The 2022 lineup is likely to include new iMac and Mac Pro desktops, a redesigned MacBook Air, an updated low-end MacBook Pro, three Apple Watches, four iPhone 14 models and new AirPods. The company is also planning new services, such as a feature that lets the iPhone accept payments with the tap of a credit card.Apple is working on a high-end mixed reality headset as well, but that’s now more likely to be released in 2023. The company had aimed to announce the device as early as the end of 2022, but development challenges have delayed the timing, Bloomberg reported last month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098815027,"gmtCreate":1644078259293,"gmtModify":1676533888450,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Don't underestimate META&nbsp;","listText":"Don't underestimate META&nbsp;","text":"Don't underestimate META","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098815027","repostId":"1108894266","repostType":2,"repost":{"id":"1108894266","kind":"news","pubTimestamp":1644024937,"share":"https://ttm.financial/m/news/1108894266?lang=&edition=fundamental","pubTime":"2022-02-05 09:35","market":"us","language":"en","title":"For Meta, a Cheap Stock Isn’t Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=1108894266","media":"Barrons","summary":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal resul","content":"<html><head></head><body><p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.</p><p>And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.</p><p>Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.</p><p>By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.</p><p>Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.</p><p>The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.</p><p>The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.</p><p>Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.</p><p>On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.</p><p>“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.</p><p>On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.</p><p>The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.</p><p>Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.</p><p><b>Falling Hard</b></p><p>Facebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.</p><p><img src=\"https://static.tigerbbs.com/aefbd1011b68d6770961169b97d76d54\" tg-width=\"1059\" tg-height=\"492\" width=\"100%\" height=\"auto\"/></p><p>To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&amp;P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.</p><p>Meta’s risks are growing and they’re no longer just about Facebook&#39;s legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.</p><p>Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.</p></body></html>","source":"lsy1601382232898","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>For Meta, a Cheap Stock Isn’t Enough</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\">\nFor Meta, a Cheap Stock Isn’t Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/buy-sell-facebook-meta-stock-51644023283?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108894266","content_text":"Suddenly, investors are giving Facebook a big thumbs down. Within 24 hours of reporting dismal results on Wednesday night, Facebook parent Meta Platforms lost more than a quarter of its market capitalization, some $250 billion. It was the largest single-day loss of corporate value in U.S. history.And the value destruction might not be over. For Facebook, this is different than the privacy scandals and political controversies that have surrounded the company. This time, the problems are with the business itself.Meta (ticker: FB) offered a first-quarter outlook that reveals slowing usage of its social media apps and troubling trends in advertising sales. Fixing the problems will take multiple quarters, and potentially years. Meanwhile, the repairs will have to be made as the company pivots to the metaverse, a significant gamble on an unproven technology.By the end of a long week of tech earnings (see this week’s Tech Trader), it became clear that Meta’s problems are unique, and not part of a broader industry downturn. Google parent Alphabet (GOOGL) posted strong results driven by demand for advertising space on Google Search and YouTube. And on Thursday afternoon—one day after Meta’s nightmarish report—smaller rivals Snap (SNAP) and Pinterest (PINS) surprised investors with better-than-expected numbers, including Snap’s first-ever profit.Amazon.com (AMZN) rounded out the big week of earnings with its own impressive results—including 32% growth in its advertising business. Those reports helped tech stocks snap back on Friday: The Nasdaq Composite rallied 2%, but Meta shares were flat.The lack of buying on the dip reflects the serious issues Meta raised with its earnings. For the first quarter, the company sees revenue of $27 billion to $29 billion, up between 3% and 11% from a year ago. That would be a sharp deceleration from 48% growth a year ago. Meta said results would be affected by “headwinds” to both the number of ad impressions generated by its platforms and by pressures on ad pricing.The forecast came as a shock to Facebook investors who have grown used to reliable growth, even amid controversy. Meta by its own admission is now dealing with multiple issues: slowing usage of the company’s core social media apps, tough earnings comparisons, decelerating spending by advertisers that are facing labor and product shortages, and intensified competition from TikTok, the short-form video app owned by China-based ByteDance.Meta’s mention of weaker ad impressions was the real shocker. The company said its core Facebook business had one million fewer daily average users in the December quarter versus the previous three months. That has never happened before. The slowdown could reflect people spending more time out of the house after two years of severe pandemic restrictions. Alternatively, or perhaps additionally, it could be that people are simply growing a little tired of social media, and using the platforms a little less.On its post-earnings call with investors, Meta repeatedly pointed to competition from TikTok. Meta is going after TikTok with a competitive service called Reels, which have been pushed across Facebook feeds. But it is going to take time for Facebook to catch up to TikTok’s popularity, if it ever does. Meanwhile, the issue is cutting into Meta’s revenues.“On the impressions side, we expect continued headwinds from both increased competition for people’s time and a shift of engagement within our apps toward video surfaces like Reels, which monetize at lower rates than Feed and Stories,” the company said. In other words, competition from TikTok is forcing Facebook to push users into less profitable parts of its platform.On ad pricing, meanwhile, Meta continues to deal with Apple’s (AAPL) adoption of tough new rules that limit advertisers’ ability to track consumer behavior on iOS devices. Those changes weren’t yet in place a year ago, so the comparison will be felt again in the first quarter. “We anticipate modestly increasing ad targeting and measurement headwinds from platform and regulatory changes,” Meta said.The company has previously expressed confidence that it could develop workarounds for Apple’s changes, which affect ad targeting along with knowing when ads trigger purchases or other consumer behaviors. But Meta now sounds less confident about a near-term fix, saying the Apple changes will trim its revenue by $10 billion this year.Perhaps most worrisome for Facebook is that Snap and Pinterest, rivals that in theory should be suffering a similar slowdown from Apple’s changes, didn’t report the same issues in the quarter.Falling HardFacebook parent Meta Platforms lost more than a quarter of its market value on Thursday. It’s the largest single-day loss of corporate value ever.To be sure, the Meta story still has investor appeal, most notably a cheap stock. After the selloff, Meta trades at a discount to the S&P 500—19.3 times versus 20.3 times, respectively. Meta has also been aggressively buying back stock—$33 billion over the past two quarters. While those purchases look ill-timed, the buybacks suggest that the Meta board considers the stock cheap. That doesn’t mean it can’t get cheaper.Meta’s risks are growing and they’re no longer just about Facebook's legacy business. The company is spending aggressively on its metaverse build out—capital spending this year is expected to be between $29 billion and $34 billion, up from $19.2 billion last year. No one really knows if the plan will work: How many people want to attend concerts, parties, and meetings in an imaginary world while wearing a virtual reality headset? The metaverse has become CEO Mark Zuckerberg’s biggest bet—and it gives the company a quickly changing risk profile, one that looks uncomfortable even with a cheap stock.Meta’s user base is mammoth—3.6 billion monthly active users, or close to half the Earth’s population. But growth is finally slowing, the advertising business is in trouble, regulators are circling, and the metaverse is in its infancy. For Meta, it’s a mega set of risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091104230,"gmtCreate":1643793446551,"gmtModify":1676533856973,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Oh No... paypal literally post FY22 will stay stagnant, no more growth 🥲","listText":"Oh No... paypal literally post FY22 will stay stagnant, no more growth 🥲","text":"Oh No... paypal literally post FY22 will stay stagnant, no more growth 🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091104230","repostId":"1154867674","repostType":4,"repost":{"id":"1154867674","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":1643793072,"share":"https://ttm.financial/m/news/1154867674?lang=&edition=fundamental","pubTime":"2022-02-02 17:11","market":"us","language":"en","title":"PayPal shares fell more than 16% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154867674","media":"Tiger Newspress","summary":"PayPal shares fell more than 16% in premarket trading.PayPal Holdings Inc. largely matched expectati","content":"<html><head></head><body><p>PayPal shares fell more than 16% in premarket trading.<img src=\"https://static.tigerbbs.com/195d0439c584c93052148ec2b5980783\" tg-width=\"712\" tg-height=\"618\" width=\"100%\" height=\"auto\"/>PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.</p><p>For the first half of the year, the company sees continued headwinds from eBay Inc. <a href=\"https://laohu8.com/S/EBAY\">$(EBAY)$</a>, which has been migrating volume away from PayPal as part of its own payments evolution.</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>PayPal shares fell more than 16% in premarket 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\">\nPayPal shares fell more than 16% in premarket 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\">2022-02-02 17:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>PayPal shares fell more than 16% in premarket trading.<img src=\"https://static.tigerbbs.com/195d0439c584c93052148ec2b5980783\" tg-width=\"712\" tg-height=\"618\" width=\"100%\" height=\"auto\"/>PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.</p><p>For the first half of the year, the company sees continued headwinds from eBay Inc. <a href=\"https://laohu8.com/S/EBAY\">$(EBAY)$</a>, which has been migrating volume away from PayPal as part of its own payments evolution.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154867674","content_text":"PayPal shares fell more than 16% in premarket trading.PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.For the first half of the year, the company sees continued headwinds from eBay Inc. $(EBAY)$, which has been migrating volume away from PayPal as part of its own payments evolution.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967212889,"gmtCreate":1670334945142,"gmtModify":1676538346074,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967212889","repostId":"2289816897","repostType":4,"repost":{"id":"2289816897","kind":"highlight","pubTimestamp":1670340722,"share":"https://ttm.financial/m/news/2289816897?lang=&edition=fundamental","pubTime":"2022-12-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2289816897","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Last week was another welcome step up for investors long the market. The &#34;three stocks to avoid&#34; in my column that I thought were going to lose to the market last week -- <b>Big Lots</b>, <b>Baozun</b>, and <b>Coinbase</b> -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.</p><p>The <b>S&amp;P 500</b> experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Coinbase</b>, <b>Baozun</b>, and <b>AeroVironment</b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Coinbase</b></h2><p>Cryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don&#39;t think the worst is over for the platform.</p><p>We&#39;ve seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won&#39;t collapse anytime soon. It&#39;s a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn&#39;t going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.</p><h2><b>2. Baozun</b></h2><p>The biggest gainer from last week&#39;s column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.</p><p>The third-quarter results weren&#39;t great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun&#39;s margins improved, but the bottom line still wasn&#39;t bullish. The company that helps global brands get noticed by China&#39;s internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It&#39;s the third time in a row that Baozun falls short of the market&#39;s profit targets. It has also now missed on the bottom line in four of the past five quarters.</p><p>Baozun deserves credit for helping rein in its costs, but last week&#39;s pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it&#39;s hard to see Baozun shining in the near term.</p><h2><b>3. AeroVironment</b></h2><p>This may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.</p><p>Analysts generally aren&#39;t as hopeful. They see revenue declining 7% from the prior year&#39;s showing. They also are looking for AeroVironment&#39;s profits to fall sharply in Tuesday afternoon&#39;s report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week&#39;s financial update. AeroVironment may be a thinking investor&#39;s bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn&#39;t deliver a blowout financial performance.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Coinbase, Baozun, and AeroVironment this week.</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 Stocks to Avoid This Week</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 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BZUN":"宝尊电商","AVAV":"AeroVironment公司","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289816897","content_text":"Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and Coinbase -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.The S&P 500 experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.Now let's look at the week ahead. I see Coinbase, Baozun, and AeroVironment as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. CoinbaseCryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don't think the worst is over for the platform.We've seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won't collapse anytime soon. It's a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn't going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.2. BaozunThe biggest gainer from last week's column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.The third-quarter results weren't great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun's margins improved, but the bottom line still wasn't bullish. The company that helps global brands get noticed by China's internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It's the third time in a row that Baozun falls short of the market's profit targets. It has also now missed on the bottom line in four of the past five quarters.Baozun deserves credit for helping rein in its costs, but last week's pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it's hard to see Baozun shining in the near term.3. AeroVironmentThis may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.Analysts generally aren't as hopeful. They see revenue declining 7% from the prior year's showing. They also are looking for AeroVironment's profits to fall sharply in Tuesday afternoon's report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week's financial update. AeroVironment may be a thinking investor's bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn't deliver a blowout financial performance.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Coinbase, Baozun, and AeroVironment this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099545849,"gmtCreate":1643392122221,"gmtModify":1676533815783,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Good Morning !! HAPPy CNY BREAK AND HOLIBAY BREAK FOR THOSE CELEBRATING !!","listText":"Good Morning !! HAPPy CNY BREAK AND HOLIBAY BREAK FOR THOSE CELEBRATING !!","text":"Good Morning !! HAPPy CNY BREAK AND HOLIBAY BREAK FOR THOSE CELEBRATING !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099545849","repostId":"1142601551","repostType":2,"repost":{"id":"1142601551","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":1643380379,"share":"https://ttm.financial/m/news/1142601551?lang=&edition=fundamental","pubTime":"2022-01-28 22:32","market":"us","language":"en","title":"Apple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1142601551","media":"Tiger Newspress","summary":"Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.Apple (AAP","content":"<html><head></head><body><p>Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.<img src=\"https://static.tigerbbs.com/5e7bbda6dca683711edd346c2e4aa9ef\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.</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>Apple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion</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\">\nApple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion\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\">2022-01-28 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.<img src=\"https://static.tigerbbs.com/5e7bbda6dca683711edd346c2e4aa9ef\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142601551","content_text":"Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091104732,"gmtCreate":1643793464172,"gmtModify":1676533856981,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Heng Heng Huat ya !!!","listText":"Heng Heng Huat ya !!!","text":"Heng Heng Huat ya !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091104732","repostId":"1124126434","repostType":4,"repost":{"id":"1124126434","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":1643792519,"share":"https://ttm.financial/m/news/1124126434?lang=&edition=fundamental","pubTime":"2022-02-02 17:01","market":"us","language":"en","title":"AMD shares rose 10.46% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1124126434","media":"Tiger Newspress","summary":"AMD shares rose 10.46% in premarket trading.The company’s Q4 results, with EPS of $0.92 coming in be","content":"<html><head></head><body><p>AMD shares rose 10.46% in premarket trading.<img src=\"https://static.tigerbbs.com/ad83bdee1c21073690bc49fae04df528\" tg-width=\"717\" tg-height=\"621\" width=\"100%\" height=\"auto\"/>The company’s Q4 results, with EPS of $0.92 coming in better than the Street estimate of $0.76.</p><p>Revenue was $4.8, above the consensus estimate of $4.52 billion, driven by growth in Computing and Graphics and Enterprise, Embedded and Semi-Custom segments.</p><p>For the full 2021-year, the company posted record revenue of $16.4 billion, representing a 68% increase year-over-year.</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>AMD shares rose 10.46% in premarket 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\">\nAMD shares rose 10.46% in premarket 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\">2022-02-02 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD shares rose 10.46% in premarket trading.<img src=\"https://static.tigerbbs.com/ad83bdee1c21073690bc49fae04df528\" tg-width=\"717\" tg-height=\"621\" width=\"100%\" height=\"auto\"/>The company’s Q4 results, with EPS of $0.92 coming in better than the Street estimate of $0.76.</p><p>Revenue was $4.8, above the consensus estimate of $4.52 billion, driven by growth in Computing and Graphics and Enterprise, Embedded and Semi-Custom segments.</p><p>For the full 2021-year, the company posted record revenue of $16.4 billion, representing a 68% increase year-over-year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124126434","content_text":"AMD shares rose 10.46% in premarket trading.The company’s Q4 results, with EPS of $0.92 coming in better than the Street estimate of $0.76.Revenue was $4.8, above the consensus estimate of $4.52 billion, driven by growth in Computing and Graphics and Enterprise, Embedded and Semi-Custom segments.For the full 2021-year, the company posted record revenue of $16.4 billion, representing a 68% increase year-over-year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901651966,"gmtCreate":1659194770355,"gmtModify":1676536270631,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Happy Weekend guys !!!","listText":"Happy Weekend guys !!!","text":"Happy Weekend guys !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901651966","repostId":"2255551011","repostType":4,"repost":{"id":"2255551011","kind":"highlight","pubTimestamp":1659143138,"share":"https://ttm.financial/m/news/2255551011?lang=&edition=fundamental","pubTime":"2022-07-30 09:05","market":"us","language":"en","title":"Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2255551011","media":"Barrons","summary":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown","content":"<html><head></head><body><p>Apple&#39;s better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.</p><p>Investors were wary heading into Apple&#39;s (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.</p><p>But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.</p><p>&#34;We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino&#39;s [the location of Apple&#39;s main office] ability to navigate a supply chain shortage in an impressive performance, &#34; wrote Wedbush analyst Daniel Ives on Friday.</p><p>Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple&#39;s products and services in the months ahead, even though macro challenges will persist.</p><p>Suva outlined five reasons to buy the stock.</p><p><b>iPhone 14</b></p><p>Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple&#39;s $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.</p><p><b>Expansion of Services Segment</b></p><p>Apple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.</p><p>The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a &#34;larger base to monetize over the long run,&#34; wrote Evercore ISI analyst Amit Daryanani.</p><p><b>New Product Launches</b></p><p>In addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.</p><p><b>Demand Shift Toward Premium Products</b></p><p>The market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple&#39;s iPhone offerings.</p><p><b>Stock Buyback Program</b></p><p>The company&#39;s $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.</p><p>&#34;We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,&#34; Ives wrote.</p></body></html>","source":"lsy1601382232898","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>Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up</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\">\nBuy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255551011","content_text":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.Investors were wary heading into Apple's (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.\"We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino's [the location of Apple's main office] ability to navigate a supply chain shortage in an impressive performance, \" wrote Wedbush analyst Daniel Ives on Friday.Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple's products and services in the months ahead, even though macro challenges will persist.Suva outlined five reasons to buy the stock.iPhone 14Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple's $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.Expansion of Services SegmentApple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a \"larger base to monetize over the long run,\" wrote Evercore ISI analyst Amit Daryanani.New Product LaunchesIn addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.Demand Shift Toward Premium ProductsThe market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple's iPhone offerings.Stock Buyback ProgramThe company's $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.\"We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,\" Ives wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031197825,"gmtCreate":1646456467566,"gmtModify":1676534132252,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Happy Weekend !!!!","listText":"Happy Weekend !!!!","text":"Happy Weekend !!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031197825","repostId":"1119931980","repostType":2,"repost":{"id":"1119931980","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":1646405298,"share":"https://ttm.financial/m/news/1119931980?lang=&edition=fundamental","pubTime":"2022-03-04 22:48","market":"us","language":"en","title":"Semiconductor Stocks Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1119931980","media":"Tiger Newspress","summary":"Semiconductor stocks dropped in morning trading. Nvidia, TSMC, ASML, AMD, Micron, Lam Research and S","content":"<html><head></head><body><p>Semiconductor stocks dropped in morning trading. Nvidia, TSMC, ASML, AMD, Micron, Lam Research and STMicroelectronics fell between 1% and 7%.While Marvell and Broadcom rose on earnings.</p><p><img src=\"https://static.tigerbbs.com/d8b0494512dd3cc2cbb412228b82c20e\" tg-width=\"420\" tg-height=\"716\" 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>Semiconductor Stocks Dropped 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 Dropped 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\">2022-03-04 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks dropped in morning trading. Nvidia, TSMC, ASML, AMD, Micron, Lam Research and STMicroelectronics fell between 1% and 7%.While Marvell and Broadcom rose on earnings.</p><p><img src=\"https://static.tigerbbs.com/d8b0494512dd3cc2cbb412228b82c20e\" tg-width=\"420\" tg-height=\"716\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","NVDA":"英伟达","STM":"意法半导体","TSM":"台积电","MU":"美光科技","MRVL":"迈威尔科技","AVGO":"博通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119931980","content_text":"Semiconductor stocks dropped in morning trading. Nvidia, TSMC, ASML, AMD, Micron, Lam Research and STMicroelectronics fell between 1% and 7%.While Marvell and Broadcom rose on earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098812719,"gmtCreate":1644078216242,"gmtModify":1676533888429,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Oh shoot :(","listText":"Oh shoot :(","text":"Oh shoot :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098812719","repostId":"1196927717","repostType":2,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</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>Palantir: Red Flag Or Opportunity?</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\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090192122,"gmtCreate":1643108886860,"gmtModify":1676533774746,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Oh No&nbsp;","listText":"Oh No&nbsp;","text":"Oh No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090192122","repostId":"1127968898","repostType":2,"repost":{"id":"1127968898","kind":"news","pubTimestamp":1643107317,"share":"https://ttm.financial/m/news/1127968898?lang=&edition=fundamental","pubTime":"2022-01-25 18:41","market":"us","language":"en","title":"Stock Futures Fall in Wake of Turbulence on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1127968898","media":"WSJ","summary":"U.S. stock futures slumped, putting markets on course for another day of bumpy trading, as investors","content":"<html><head></head><body><p>U.S. stock futures slumped, putting markets on course for another day of bumpy trading, as investors awaited the start of the Federal Reserve’s policy meeting and a docket of major earnings.</p><p>S&amp;P 500 futures fell 1.6%, while futures tied to the technology-heavy Nasdaq-100 slumped over 2%. Futures linked to the blue-chip Dow Jones Industrial Average dropped 1%.</p><p>Market volatility has spiked in recent sessions, amid investor anxiety about how rapidly the Federal Reserve will act to combat inflation by raising interest rates and shrinking its balance sheet. Meantime, the first batches of earnings have failed to deliver the bumper beats investors became accustomed to last year, while geopolitical tensions surrounding Ukraine and Russia have weighed on sentiment.</p><p>Markets whipsawed Monday, with the Nasdaq Composite declining as much as 4.9% before rallying to close 0.6% higher. The S&amp;P 500 and Dow Jones Industrial Average staged similar comebacks.</p><p>The turbulent trading “showed that investors are facing a dilemma,” said Tai Hui, Asia chief market strategist at J.P. Morgan Asset Management. Investors, who are expecting up to four interest rate increases this year, are anxious about what that could do to pricier stocks, but the economic outlook remains decent and they are aware that few assets offer equities’ long-term return prospects, he said.</p><p>Federal Reserve officials are set to debate the path of monetary policy, including the speed at which they shrink their nearly $9 trillion bond portfolio, at their two-day meeting that starts Tuesday. Chairman Jerome Powell is expected to use his postmeeting comments Wednesday to lay the groundwork for a cycle of interest-rate rises.</p><p>The yield on the benchmark 10-year U.S. Treasury note rose Tuesday to 1.768%, from 1.735% Monday. Bond yields move inversely to prices.</p><p>Aside from the Fed meeting, investors are awaiting a bevy of major earnings.General Electric,3M,Johnson &amp; Johnson,Raytheon Technologies,American Express,Lockheed MartinandVerizon Communications are scheduled to post results ahead of the opening bell.Microsoft will release figures after markets close.</p><p>Overseas, Japan’s Nikkei 225 closed down 1.7%, with major decliners including the technology and telecom giant SoftBank Group, which fell more than 5%. Australia’s S&amp;P/ASX 200 and South Korea’s Kospi Composite both retreated more than 2%. Hong Kong’s Hang Seng Index shed 1.7%.</p><p>European stock markets rebounded, having closed Monday before U.S. indexes rallied. The pan-continental Stoxx Europe 600 index was up 1% Tuesday.</p><p>U.S. markets are likely to remain volatile at least until the Fed’s first rate increase, which is expected to be in March, said Jason Liu, the Asia head of the chief investment office at Deutsche Bank’sinternational private bank. His team cut their stance on U.S. stocks to neutral from overweight last week, after maintaining an overweight position for more than a year.</p><p>“Everyone will be watching the Fed’s guidance this week,” Mr. Liu 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>Stock Futures Fall in Wake of Turbulence on Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Futures Fall in Wake of Turbulence on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 18:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-01-25-2022-11643081252?mod=hp_lead_pos1><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures slumped, putting markets on course for another day of bumpy trading, as investors awaited the start of the Federal Reserve’s policy meeting and a docket of major earnings.S&P 500 ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-01-25-2022-11643081252?mod=hp_lead_pos1\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-01-25-2022-11643081252?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127968898","content_text":"U.S. stock futures slumped, putting markets on course for another day of bumpy trading, as investors awaited the start of the Federal Reserve’s policy meeting and a docket of major earnings.S&P 500 futures fell 1.6%, while futures tied to the technology-heavy Nasdaq-100 slumped over 2%. Futures linked to the blue-chip Dow Jones Industrial Average dropped 1%.Market volatility has spiked in recent sessions, amid investor anxiety about how rapidly the Federal Reserve will act to combat inflation by raising interest rates and shrinking its balance sheet. Meantime, the first batches of earnings have failed to deliver the bumper beats investors became accustomed to last year, while geopolitical tensions surrounding Ukraine and Russia have weighed on sentiment.Markets whipsawed Monday, with the Nasdaq Composite declining as much as 4.9% before rallying to close 0.6% higher. The S&P 500 and Dow Jones Industrial Average staged similar comebacks.The turbulent trading “showed that investors are facing a dilemma,” said Tai Hui, Asia chief market strategist at J.P. Morgan Asset Management. Investors, who are expecting up to four interest rate increases this year, are anxious about what that could do to pricier stocks, but the economic outlook remains decent and they are aware that few assets offer equities’ long-term return prospects, he said.Federal Reserve officials are set to debate the path of monetary policy, including the speed at which they shrink their nearly $9 trillion bond portfolio, at their two-day meeting that starts Tuesday. Chairman Jerome Powell is expected to use his postmeeting comments Wednesday to lay the groundwork for a cycle of interest-rate rises.The yield on the benchmark 10-year U.S. Treasury note rose Tuesday to 1.768%, from 1.735% Monday. Bond yields move inversely to prices.Aside from the Fed meeting, investors are awaiting a bevy of major earnings.General Electric,3M,Johnson & Johnson,Raytheon Technologies,American Express,Lockheed MartinandVerizon Communications are scheduled to post results ahead of the opening bell.Microsoft will release figures after markets close.Overseas, Japan’s Nikkei 225 closed down 1.7%, with major decliners including the technology and telecom giant SoftBank Group, which fell more than 5%. Australia’s S&P/ASX 200 and South Korea’s Kospi Composite both retreated more than 2%. Hong Kong’s Hang Seng Index shed 1.7%.European stock markets rebounded, having closed Monday before U.S. indexes rallied. The pan-continental Stoxx Europe 600 index was up 1% Tuesday.U.S. markets are likely to remain volatile at least until the Fed’s first rate increase, which is expected to be in March, said Jason Liu, the Asia head of the chief investment office at Deutsche Bank’sinternational private bank. His team cut their stance on U.S. stocks to neutral from overweight last week, after maintaining an overweight position for more than a year.“Everyone will be watching the Fed’s guidance this week,” Mr. Liu said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029591085,"gmtCreate":1652796066847,"gmtModify":1676535162934,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Happy Tuesday !!!","listText":"Happy Tuesday !!!","text":"Happy Tuesday !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029591085","repostId":"1184418667","repostType":4,"repost":{"id":"1184418667","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":1652794413,"share":"https://ttm.financial/m/news/1184418667?lang=&edition=fundamental","pubTime":"2022-05-17 21:33","market":"us","language":"en","title":"Dow Jumps 400 Points, Nasdaq Pops 2% As Some Investors See Bargains Following Steep Sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=1184418667","media":"Tiger Newspress","summary":"U.S. stock futures were sharply higher on Tuesday morning as the market tried to bounce after a puni","content":"<html><head></head><body><p>U.S. stock futures were sharply higher on Tuesday morning as the market tried to bounce after a punishing bear market for the tech-heavy Nasdaq and a 19% pullback for the S&amp;P 500.</p><p>Futures contracts tied to the Dow Jones Industrial Average jumped 415 points, or 1.3%. S&amp;P 500 futures gained 1.6%, while Nasdaq 100 futures added 2%.</p><p>Tuesday’s bounce marks the market’s latest attempt at a recovery following weeks of steep losses. The S&amp;P 500 is coming off a six-week losing streak — its longest since 2011. The Dow, meanwhile, has fallen for seven straight weeks, marking its longest weekly slide since 2001. Year to date, the S&amp;P 500 and Dow are down 15.9% and 11.3%, respectively.</p><p>“On top of this, investors were encouraged by three consecutive days of relatively normal and boring price action in US stocks, a sharp contrast to the last few weeks,” wrote Adam Crisafulli of Vital Knowledge.</p><p>A slew of stocks surged in Tuesday premarket trading. Citigroup shares jumped 5% in premarket trading after a filing revealed Monday evening that Warren Buffett’s Berkshire Hathaway added a nearly $3 billon stake in the struggling bank in the first quarter.</p><p>Citi shares have underperformed the rest of the financial sector in the past 12 months, down nearly 40% while the Financial Select Sector SPDR Fund is off by 12% over the same period.</p><p>Other bank stocks climbed higher on the Citi news. Shares of Bank of America and JPMorgan Chase rose 1% in premarket trading.</p><p>At the same time, shares of Paramount Global also surged 10%in premarket trading after Berkshire built a stake worth $2.6 billion as of the end of March.</p><p>Travel stocks popped in the premarket after United Airlines raised its revenue outlook for the second quarter on improved consumer demand. United Airlines’ stock price rose 4%, Delta’s jumped 3% and American Airlines’ jumped 3%.</p><p>Home Depot shares rose more than 3% in the premarket after the home improvement retailer posted better-than-expected quarterly results. The company also raised its full-year outlook.</p><p>Semiconductor stocks climbed higher in premarket trading. Shares of Advanced Micro Devices jumped more than 3% following an upgrade from Piper Sandler, which said the stock looked attractive after falling 34.5% this year. Nvidia’s stock price rose 3%, Qualcomm’s jumped 2.4% and Micron Technology’s rose 2%.</p><p>Meanwhile, Walmart shares dropped more than 5% in the premarket after the retail giant reported an earnings miss because of inflation pressure. The company raised its sales outlook, but lowered its profit forecast.</p><p>Investors will also be monitoring comments from Federal Reserve Chairman Jerome Powell who will speak on the central bank’s plans to address inflation at a Wall Street Journal conference at 2 p.m. ET.</p><p>On the economic front, retail sales numbers came in about as expected. Consumer spending on retail rose 0.9% in April, according to the U.S. Census Bureau. They rose 0.4% excluding spending on autos.</p><p>Inflation concerns have been a mounting headwind for stocks, with some investors worried the economy could ultimately tip into a recession.</p><p>“We see clear late-cycle indicators, and while the risk of economic growth contraction or recession has risen steadily through the first four-and-a-half months of this year, we are now beginning to cross over a probability level that makes recession a base case for the end of this year and beginning of next,” Darrell Cronk, president of Wells Fargo Investment Institute wrote in a note Monday.</p><p>The firm added that ultimately it should be a “relatively mild economic growth contraction and a short-lived one.”</p><p>Traders are coming off a choppy session that ended with the S&amp;P 500 and Nasdaq Composite losing 0.4% and 1.2%, respectively. The Dow, meanwhile, eked out a small gain Monday.</p><p>“In a sense, the poor performance this year for tech and growth companies is somewhat of a payback for the impressive returns these market segments had recently enjoyed,” UBS said Monday in a note to clients.</p><p>The tailwinds of the pandemic — a jump in stay-at-home spending and low interest rates — have since turned to headwinds. Now, consumer spending is shifting and rates are rising.</p><p>“While we think that long-term interest rates have peaked for now, growth stocks are still expensive relative to value stocks,” UBS added.</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>Dow Jumps 400 Points, Nasdaq Pops 2% As Some Investors See Bargains Following Steep Sell-off</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\">\nDow Jumps 400 Points, Nasdaq Pops 2% As Some Investors See Bargains Following Steep Sell-off\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\">2022-05-17 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures were sharply higher on Tuesday morning as the market tried to bounce after a punishing bear market for the tech-heavy Nasdaq and a 19% pullback for the S&amp;P 500.</p><p>Futures contracts tied to the Dow Jones Industrial Average jumped 415 points, or 1.3%. S&amp;P 500 futures gained 1.6%, while Nasdaq 100 futures added 2%.</p><p>Tuesday’s bounce marks the market’s latest attempt at a recovery following weeks of steep losses. The S&amp;P 500 is coming off a six-week losing streak — its longest since 2011. The Dow, meanwhile, has fallen for seven straight weeks, marking its longest weekly slide since 2001. Year to date, the S&amp;P 500 and Dow are down 15.9% and 11.3%, respectively.</p><p>“On top of this, investors were encouraged by three consecutive days of relatively normal and boring price action in US stocks, a sharp contrast to the last few weeks,” wrote Adam Crisafulli of Vital Knowledge.</p><p>A slew of stocks surged in Tuesday premarket trading. Citigroup shares jumped 5% in premarket trading after a filing revealed Monday evening that Warren Buffett’s Berkshire Hathaway added a nearly $3 billon stake in the struggling bank in the first quarter.</p><p>Citi shares have underperformed the rest of the financial sector in the past 12 months, down nearly 40% while the Financial Select Sector SPDR Fund is off by 12% over the same period.</p><p>Other bank stocks climbed higher on the Citi news. Shares of Bank of America and JPMorgan Chase rose 1% in premarket trading.</p><p>At the same time, shares of Paramount Global also surged 10%in premarket trading after Berkshire built a stake worth $2.6 billion as of the end of March.</p><p>Travel stocks popped in the premarket after United Airlines raised its revenue outlook for the second quarter on improved consumer demand. United Airlines’ stock price rose 4%, Delta’s jumped 3% and American Airlines’ jumped 3%.</p><p>Home Depot shares rose more than 3% in the premarket after the home improvement retailer posted better-than-expected quarterly results. The company also raised its full-year outlook.</p><p>Semiconductor stocks climbed higher in premarket trading. Shares of Advanced Micro Devices jumped more than 3% following an upgrade from Piper Sandler, which said the stock looked attractive after falling 34.5% this year. Nvidia’s stock price rose 3%, Qualcomm’s jumped 2.4% and Micron Technology’s rose 2%.</p><p>Meanwhile, Walmart shares dropped more than 5% in the premarket after the retail giant reported an earnings miss because of inflation pressure. The company raised its sales outlook, but lowered its profit forecast.</p><p>Investors will also be monitoring comments from Federal Reserve Chairman Jerome Powell who will speak on the central bank’s plans to address inflation at a Wall Street Journal conference at 2 p.m. ET.</p><p>On the economic front, retail sales numbers came in about as expected. Consumer spending on retail rose 0.9% in April, according to the U.S. Census Bureau. They rose 0.4% excluding spending on autos.</p><p>Inflation concerns have been a mounting headwind for stocks, with some investors worried the economy could ultimately tip into a recession.</p><p>“We see clear late-cycle indicators, and while the risk of economic growth contraction or recession has risen steadily through the first four-and-a-half months of this year, we are now beginning to cross over a probability level that makes recession a base case for the end of this year and beginning of next,” Darrell Cronk, president of Wells Fargo Investment Institute wrote in a note Monday.</p><p>The firm added that ultimately it should be a “relatively mild economic growth contraction and a short-lived one.”</p><p>Traders are coming off a choppy session that ended with the S&amp;P 500 and Nasdaq Composite losing 0.4% and 1.2%, respectively. The Dow, meanwhile, eked out a small gain Monday.</p><p>“In a sense, the poor performance this year for tech and growth companies is somewhat of a payback for the impressive returns these market segments had recently enjoyed,” UBS said Monday in a note to clients.</p><p>The tailwinds of the pandemic — a jump in stay-at-home spending and low interest rates — have since turned to headwinds. Now, consumer spending is shifting and rates are rising.</p><p>“While we think that long-term interest rates have peaked for now, growth stocks are still expensive relative to value stocks,” UBS added.</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":"1184418667","content_text":"U.S. stock futures were sharply higher on Tuesday morning as the market tried to bounce after a punishing bear market for the tech-heavy Nasdaq and a 19% pullback for the S&P 500.Futures contracts tied to the Dow Jones Industrial Average jumped 415 points, or 1.3%. S&P 500 futures gained 1.6%, while Nasdaq 100 futures added 2%.Tuesday’s bounce marks the market’s latest attempt at a recovery following weeks of steep losses. The S&P 500 is coming off a six-week losing streak — its longest since 2011. The Dow, meanwhile, has fallen for seven straight weeks, marking its longest weekly slide since 2001. Year to date, the S&P 500 and Dow are down 15.9% and 11.3%, respectively.“On top of this, investors were encouraged by three consecutive days of relatively normal and boring price action in US stocks, a sharp contrast to the last few weeks,” wrote Adam Crisafulli of Vital Knowledge.A slew of stocks surged in Tuesday premarket trading. Citigroup shares jumped 5% in premarket trading after a filing revealed Monday evening that Warren Buffett’s Berkshire Hathaway added a nearly $3 billon stake in the struggling bank in the first quarter.Citi shares have underperformed the rest of the financial sector in the past 12 months, down nearly 40% while the Financial Select Sector SPDR Fund is off by 12% over the same period.Other bank stocks climbed higher on the Citi news. Shares of Bank of America and JPMorgan Chase rose 1% in premarket trading.At the same time, shares of Paramount Global also surged 10%in premarket trading after Berkshire built a stake worth $2.6 billion as of the end of March.Travel stocks popped in the premarket after United Airlines raised its revenue outlook for the second quarter on improved consumer demand. United Airlines’ stock price rose 4%, Delta’s jumped 3% and American Airlines’ jumped 3%.Home Depot shares rose more than 3% in the premarket after the home improvement retailer posted better-than-expected quarterly results. The company also raised its full-year outlook.Semiconductor stocks climbed higher in premarket trading. Shares of Advanced Micro Devices jumped more than 3% following an upgrade from Piper Sandler, which said the stock looked attractive after falling 34.5% this year. Nvidia’s stock price rose 3%, Qualcomm’s jumped 2.4% and Micron Technology’s rose 2%.Meanwhile, Walmart shares dropped more than 5% in the premarket after the retail giant reported an earnings miss because of inflation pressure. The company raised its sales outlook, but lowered its profit forecast.Investors will also be monitoring comments from Federal Reserve Chairman Jerome Powell who will speak on the central bank’s plans to address inflation at a Wall Street Journal conference at 2 p.m. ET.On the economic front, retail sales numbers came in about as expected. Consumer spending on retail rose 0.9% in April, according to the U.S. Census Bureau. They rose 0.4% excluding spending on autos.Inflation concerns have been a mounting headwind for stocks, with some investors worried the economy could ultimately tip into a recession.“We see clear late-cycle indicators, and while the risk of economic growth contraction or recession has risen steadily through the first four-and-a-half months of this year, we are now beginning to cross over a probability level that makes recession a base case for the end of this year and beginning of next,” Darrell Cronk, president of Wells Fargo Investment Institute wrote in a note Monday.The firm added that ultimately it should be a “relatively mild economic growth contraction and a short-lived one.”Traders are coming off a choppy session that ended with the S&P 500 and Nasdaq Composite losing 0.4% and 1.2%, respectively. The Dow, meanwhile, eked out a small gain Monday.“In a sense, the poor performance this year for tech and growth companies is somewhat of a payback for the impressive returns these market segments had recently enjoyed,” UBS said Monday in a note to clients.The tailwinds of the pandemic — a jump in stay-at-home spending and low interest rates — have since turned to headwinds. Now, consumer spending is shifting and rates are rising.“While we think that long-term interest rates have peaked for now, growth stocks are still expensive relative to value stocks,” UBS added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098529879,"gmtCreate":1644191335509,"gmtModify":1676533897046,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"Happy MonDay and have a great week ahead everyone !","listText":"Happy MonDay and have a great week ahead everyone !","text":"Happy MonDay and have a great week ahead everyone !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098529879","repostId":"1129370833","repostType":2,"repost":{"id":"1129370833","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":1644188249,"share":"https://ttm.financial/m/news/1129370833?lang=&edition=fundamental","pubTime":"2022-02-07 06:57","market":"sh","language":"zh","title":"本周前瞻 | 推特、迪士尼等公布财报！美国1月CPI重磅来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1129370833","media":"老虎资讯综合","summary":"数据方面：中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。2月10日周四关键词：OPEC月报，美国1月CPI，美国上周初请失业金数据周四，经济数据方面，美国1月CPI重磅来袭。2021年12月，美国CPI、核心CPI同比分别增长7%、5.5%。当地时间2月1日，美国劳工统计局报告称，2021年美国辞职人数创历史新高。当地时间2月3日，英国央行宣布把基准利率从0.25%上调至0.5%，以应对通胀持续上升的压力。","content":"<html><head></head><body><p>摘要：</p><blockquote>财报方面：本周将公布业绩的重点企业包括<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、Peloton Interactive、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>等。</blockquote><blockquote>数据方面：中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。</blockquote><blockquote>事件方面：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。</blockquote><blockquote>新股方面：汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。</blockquote><p><img src=\"https://static.tigerbbs.com/dcd574136239e1be8aa80fcc36e0b7df\" tg-width=\"1878\" tg-height=\"2048\" width=\"100%\" height=\"auto\"/></p><p><b>重要经济数据一览</b></p><p><b>2月7日周一关键词：中国财新服务业PMI、安森美半导体财报</b><img src=\"https://static.tigerbbs.com/6d53ea0491003bfd12b38d3849cbf58f\" tg-width=\"818\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/>周一，<b>经济数据方面</b>，投资者可留意中国一系列重要的数据，包括财新服务业PMI等。</p><blockquote>从我国行业情况看，各行业走势呈现明显差异。其中，货币金融服务商务活动指数位于60.0%以上高位景气区间，近期降准、降息等一系列支持实体经济发展的货币政策落地实施，相关金融机构业务总量较快增长。</blockquote><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>将于美股盘前公布业绩。</p><p><b>新股方面</b>，有三只美股将于当日上市，分别为：<a href=\"https://laohu8.com/S/BTRU\">tru Shrimp Companies, Inc.</a>、<a href=\"https://laohu8.com/S/MHUA\">Meihua International Medical Technologies</a>及<a href=\"https://laohu8.com/S/VIVK\">VIVAKOR INC</a>。</p><p><b>2月8日周二关键词：美国贸易帐，EIA月报</b><img src=\"https://static.tigerbbs.com/d396ba2fa02ab376c930d1d566a0253c\" tg-width=\"819\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/>周二，<b>经济数据方面</b>，美国、日本等国将公布贸易帐数据。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/AMGN\">安进</a>于美东时间2月7日盘后公布财报，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/WMG\">华纳音乐</a>将于美东时间2月8日美股盘前发布最新业绩。</p><p><b>2月9日周三关键词：美国批发库存、OPEC月报，EIA原油库存</b><img src=\"https://static.tigerbbs.com/ad0af7093a37f9c3fd55cc8a2402f02c\" tg-width=\"820\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/>周三，<b>经济数据方面</b>，中国将公布最新社会融资规模、M2货币供应年率等数据。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/PTON\">Peloton Interactive</a>、<a href=\"https://laohu8.com/S/LYFT\">Lyft Inc</a>及<a href=\"https://laohu8.com/S/YUM\">百胜餐饮</a>将公布财报。</p><p><b>2月10日周四关键词：OPEC月报，美国1月CPI，美国上周初请失业金数据</b><img src=\"https://static.tigerbbs.com/846fabcdc3363ffc9d1e14722665afbd\" tg-width=\"820\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table><p>周四，<b>经济数据方面</b>，美国1月CPI重磅来袭。</p><blockquote>近日美联储升息的预期甚嚣尘上，而美联储加息在即很可能是不得已而为之，因为美国物价飙升，已创近40年来的新高。2021年12月，美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高，就要加息调整。从目前的形势看，美联储为了平抑通胀预期、维护美联储自身信用，也不得不将加息提上日程。</blockquote><blockquote>由于疫情加剧了供应限制，消费者需求依然强劲，预计1月份的通胀数据将延续火爆，华尔街机构预估上月CPI将同比增长7.3%，续创40年新高，数据可能会导致美联储3月加息50个基点的预期进一步升温。</blockquote><p>除了CPI数据，同时公布的上周初请失业金数据也值得留意。当地时间2月1日，美国劳工统计局报告称，2021年美国辞职人数创历史新高。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/UBER\">优步</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>将于北京时间当日（美东时间2月9日盘后）发布财报，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>等公司也于同日公布最新财报。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/09878\">汇通达网络</a>、<a href=\"https://laohu8.com/S/01406\">清晰医疗</a>新股申购结束，<a href=\"https://laohu8.com/S/HTCR\">HEARTCORE ENTERPRISES, INC.</a>于美股上市。</p><p><b>事件方面，</b>2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。</p><p><b>2月11日周五关键词：英国GDP、美国密歇根大学消费信心数据；Twitter财报</b><img src=\"https://static.tigerbbs.com/1f5a50e240d14917d3d3c99bf13575e9\" tg-width=\"817\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/>周五，<b>经济数据方面</b>，投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。</p><blockquote>当地时间2月3日，英国央行宣布把基准利率从0.25%上调至0.5%，以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息，也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。</blockquote><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>、<a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings</a>、<a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>等公司将于北京时间当日（美东时间2月10日盘后）公布财报。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/ALOHA\">Cariloha, Inc.</a>将于美股上市。</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>本周前瞻 | 推特、迪士尼等公布财报！美国1月CPI重磅来袭</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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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\">2022-02-07 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摘要：</p><blockquote>财报方面：本周将公布业绩的重点企业包括<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、Peloton Interactive、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>等。</blockquote><blockquote>数据方面：中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。</blockquote><blockquote>事件方面：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。</blockquote><blockquote>新股方面：汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。</blockquote><p><img src=\"https://static.tigerbbs.com/dcd574136239e1be8aa80fcc36e0b7df\" tg-width=\"1878\" tg-height=\"2048\" width=\"100%\" height=\"auto\"/></p><p><b>重要经济数据一览</b></p><p><b>2月7日周一关键词：中国财新服务业PMI、安森美半导体财报</b><img src=\"https://static.tigerbbs.com/6d53ea0491003bfd12b38d3849cbf58f\" tg-width=\"818\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/>周一，<b>经济数据方面</b>，投资者可留意中国一系列重要的数据，包括财新服务业PMI等。</p><blockquote>从我国行业情况看，各行业走势呈现明显差异。其中，货币金融服务商务活动指数位于60.0%以上高位景气区间，近期降准、降息等一系列支持实体经济发展的货币政策落地实施，相关金融机构业务总量较快增长。</blockquote><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>将于美股盘前公布业绩。</p><p><b>新股方面</b>，有三只美股将于当日上市，分别为：<a href=\"https://laohu8.com/S/BTRU\">tru Shrimp Companies, Inc.</a>、<a href=\"https://laohu8.com/S/MHUA\">Meihua International Medical Technologies</a>及<a href=\"https://laohu8.com/S/VIVK\">VIVAKOR INC</a>。</p><p><b>2月8日周二关键词：美国贸易帐，EIA月报</b><img src=\"https://static.tigerbbs.com/d396ba2fa02ab376c930d1d566a0253c\" tg-width=\"819\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/>周二，<b>经济数据方面</b>，美国、日本等国将公布贸易帐数据。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/AMGN\">安进</a>于美东时间2月7日盘后公布财报，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/WMG\">华纳音乐</a>将于美东时间2月8日美股盘前发布最新业绩。</p><p><b>2月9日周三关键词：美国批发库存、OPEC月报，EIA原油库存</b><img src=\"https://static.tigerbbs.com/ad0af7093a37f9c3fd55cc8a2402f02c\" tg-width=\"820\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/>周三，<b>经济数据方面</b>，中国将公布最新社会融资规模、M2货币供应年率等数据。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/PTON\">Peloton Interactive</a>、<a href=\"https://laohu8.com/S/LYFT\">Lyft Inc</a>及<a href=\"https://laohu8.com/S/YUM\">百胜餐饮</a>将公布财报。</p><p><b>2月10日周四关键词：OPEC月报，美国1月CPI，美国上周初请失业金数据</b><img src=\"https://static.tigerbbs.com/846fabcdc3363ffc9d1e14722665afbd\" tg-width=\"820\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table><p>周四，<b>经济数据方面</b>，美国1月CPI重磅来袭。</p><blockquote>近日美联储升息的预期甚嚣尘上，而美联储加息在即很可能是不得已而为之，因为美国物价飙升，已创近40年来的新高。2021年12月，美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高，就要加息调整。从目前的形势看，美联储为了平抑通胀预期、维护美联储自身信用，也不得不将加息提上日程。</blockquote><blockquote>由于疫情加剧了供应限制，消费者需求依然强劲，预计1月份的通胀数据将延续火爆，华尔街机构预估上月CPI将同比增长7.3%，续创40年新高，数据可能会导致美联储3月加息50个基点的预期进一步升温。</blockquote><p>除了CPI数据，同时公布的上周初请失业金数据也值得留意。当地时间2月1日，美国劳工统计局报告称，2021年美国辞职人数创历史新高。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/UBER\">优步</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>将于北京时间当日（美东时间2月9日盘后）发布财报，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>等公司也于同日公布最新财报。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/09878\">汇通达网络</a>、<a href=\"https://laohu8.com/S/01406\">清晰医疗</a>新股申购结束，<a href=\"https://laohu8.com/S/HTCR\">HEARTCORE ENTERPRISES, INC.</a>于美股上市。</p><p><b>事件方面，</b>2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。</p><p><b>2月11日周五关键词：英国GDP、美国密歇根大学消费信心数据；Twitter财报</b><img src=\"https://static.tigerbbs.com/1f5a50e240d14917d3d3c99bf13575e9\" tg-width=\"817\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/>周五，<b>经济数据方面</b>，投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。</p><blockquote>当地时间2月3日，英国央行宣布把基准利率从0.25%上调至0.5%，以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息，也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。</blockquote><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>、<a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings</a>、<a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>等公司将于北京时间当日（美东时间2月10日盘后）公布财报。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/ALOHA\">Cariloha, Inc.</a>将于美股上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129370833","content_text":"摘要：财报方面：本周将公布业绩的重点企业包括中芯国际、Peloton Interactive、可口可乐、百事可乐、辉瑞、 Twitter 、迪士尼、优步等。数据方面：中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。事件方面：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。新股方面：汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。重要经济数据一览2月7日周一关键词：中国财新服务业PMI、安森美半导体财报周一，经济数据方面，投资者可留意中国一系列重要的数据，包括财新服务业PMI等。从我国行业情况看，各行业走势呈现明显差异。其中，货币金融服务商务活动指数位于60.0%以上高位景气区间，近期降准、降息等一系列支持实体经济发展的货币政策落地实施，相关金融机构业务总量较快增长。财报方面，安森美半导体将于美股盘前公布业绩。新股方面，有三只美股将于当日上市，分别为：tru Shrimp Companies, Inc.、Meihua International Medical Technologies及VIVAKOR INC。2月8日周二关键词：美国贸易帐，EIA月报周二，经济数据方面，美国、日本等国将公布贸易帐数据。财报方面，安进于美东时间2月7日盘后公布财报，辉瑞、华纳音乐将于美东时间2月8日美股盘前发布最新业绩。2月9日周三关键词：美国批发库存、OPEC月报，EIA原油库存周三，经济数据方面，中国将公布最新社会融资规模、M2货币供应年率等数据。财报方面，Peloton Interactive、Lyft Inc及百胜餐饮将公布财报。2月10日周四关键词：OPEC月报，美国1月CPI，美国上周初请失业金数据周四，经济数据方面，美国1月CPI重磅来袭。近日美联储升息的预期甚嚣尘上，而美联储加息在即很可能是不得已而为之，因为美国物价飙升，已创近40年来的新高。2021年12月，美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高，就要加息调整。从目前的形势看，美联储为了平抑通胀预期、维护美联储自身信用，也不得不将加息提上日程。由于疫情加剧了供应限制，消费者需求依然强劲，预计1月份的通胀数据将延续火爆，华尔街机构预估上月CPI将同比增长7.3%，续创40年新高，数据可能会导致美联储3月加息50个基点的预期进一步升温。除了CPI数据，同时公布的上周初请失业金数据也值得留意。当地时间2月1日，美国劳工统计局报告称，2021年美国辞职人数创历史新高。财报方面，优步、图森未来、迪士尼将于北京时间当日（美东时间2月9日盘后）发布财报，可口可乐、百事可乐、中芯国际、加拿大鹅等公司也于同日公布最新财报。新股方面，汇通达网络、清晰医疗新股申购结束，HEARTCORE ENTERPRISES, INC.于美股上市。事件方面，2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外，加拿大央行行长麦克勒姆发表讲话。2月11日周五关键词：英国GDP、美国密歇根大学消费信心数据；Twitter财报周五，经济数据方面，投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。当地时间2月3日，英国央行宣布把基准利率从0.25%上调至0.5%，以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息，也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。财报方面，Twitter、Affirm Holdings、德康医疗等公司将于北京时间当日（美东时间2月10日盘后）公布财报。新股方面，Cariloha, Inc.将于美股上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324941846683768,"gmtCreate":1720360727782,"gmtModify":1720360753828,"author":{"id":"4101172746259520","authorId":"4101172746259520","name":"alexloai64","avatar":"https://static.tigerbbs.com/e9664bd782e702d55313b2ac08f37d8d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101172746259520","authorIdStr":"4101172746259520"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>&nbsp;","text":"$Rivian Automotive, 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