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2023-04-15

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Did Taiwan Semiconductor Just Tell the Market a Recession Is Imminent?

2023-04-15

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US STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump

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Computer chips power smartphones, the cloud, the Internet of Things (IoT), video games, artificial intelligence (AI), and other hypergrowth industries that have been the key drivers of stock market returns for the last few decades.</p><p>One company in particular dominates semiconductor production: <strong>Taiwan Semiconductor Manufacturing</strong>. Investors around the globe follow the chipmaker (known as TSMC for short) closely because of how important its business is to other businesses and economies. Its influence spans from China to Europe to North America.</p><p>A few days ago, Taiwan Semiconductor Manufacturing gave an update to investors that indicates a slowdown is coming to the semiconductor market. But what does that mean for the global economy and the stock market? Is a recession coming? Let&#39;s investigate. </p><h2>TSMC&#39;s weak revenue in March</h2><p>Every month, TSMC updates investors on its revenue from the prior month. So in early April, we all got an update on how the business performed in March. And the results were quite disappointing.</p><p>Last month, TSMC generated revenue of 145.4 billion in New Taiwan dollars ($4.76 billion), down 11% from February and 15% from the same month a year earlier. Over the first three months of 2023, revenue grew 3.6% year over year, meaning customer demand for its computer chips slowed down quickly in March.</p><p>Even if March was somewhat of an anomaly, single-digit revenue growth is a huge slowdown from the last few years at TSMC, when revenue was growing 20% or higher every quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b22dacbe827389defd3d372efda1aa7\" tg-width=\"720\" tg-height=\"451\"/></p><p>TSM revenue (quarterly YoY growth) data by YCharts. YoY = year over year.</p><h2>Downstream effects could be massive</h2><p>TSMC&#39;s customer list is massive and includes tech titans like <strong>Apple</strong>, <strong>Nvidia</strong>, <strong>AMD</strong>, and <strong>Sony</strong>. So when it sees slowing demand, that means its customers project their businesses to slow down as well. We are already seeing articles about it, with a research firm estimating that Apple&#39;s Mac shipments fell 40% in the first quarter of 2023.</p><p>This could have a major impact on the global economy over the next few years if demand for things like smartphones and cloud computing slows down considerably. It could signal a global recession is coming or has already arrived, especially for the tech-heavy market in the United States.</p><p>It is impossible to predict exactly how it would affect the stock market, but with many major companies in indexes like the <strong>S&amp;P 500</strong> relying on semiconductors to power their operations these days, there could be some major downside in stocks if this trend with TSMC continues.</p><h2>There&#39;s no need to panic</h2><p>Yes, a slowing semiconductor industry could mean some short-term declines in the stock market. But so what? Drawdowns are a regular occurrence with stocks, and you should not be surprised when they occur.</p><p>Since 1980, 22 of the last 42 years have seen stocks decline by more than 10% at one point during the calendar year. So that means it is essentially a 50/50 chance that stocks will fall by double digits every year you are in the market. Yet, the stock market generally goes up the longer you stay invested. Volatility is just the price of growing your nest egg.</p><p>There&#39;s no need to panic and sell your stocks when the headlines tell you a recession or stock market crash is coming. Embrace the uncertainty and invest with a mind-set to build your wealth over the long term instead.</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>Did Taiwan Semiconductor Just Tell the Market a Recession Is Imminent?</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\">\nDid Taiwan Semiconductor Just Tell the Market a Recession Is Imminent?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/14/did-taiwan-semiconductor-just-tell-the-market-a-re/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductors are -- along with oil and other physical commodities -- the lifeblood of the 21st-century economy. Computer chips power smartphones, the cloud, the Internet of Things (IoT), video games...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/14/did-taiwan-semiconductor-just-tell-the-market-a-re/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.fool.com/investing/2023/04/14/did-taiwan-semiconductor-just-tell-the-market-a-re/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327108321","content_text":"Semiconductors are -- along with oil and other physical commodities -- the lifeblood of the 21st-century economy. Computer chips power smartphones, the cloud, the Internet of Things (IoT), video games, artificial intelligence (AI), and other hypergrowth industries that have been the key drivers of stock market returns for the last few decades.One company in particular dominates semiconductor production: Taiwan Semiconductor Manufacturing. Investors around the globe follow the chipmaker (known as TSMC for short) closely because of how important its business is to other businesses and economies. Its influence spans from China to Europe to North America.A few days ago, Taiwan Semiconductor Manufacturing gave an update to investors that indicates a slowdown is coming to the semiconductor market. But what does that mean for the global economy and the stock market? Is a recession coming? Let's investigate. TSMC's weak revenue in MarchEvery month, TSMC updates investors on its revenue from the prior month. So in early April, we all got an update on how the business performed in March. And the results were quite disappointing.Last month, TSMC generated revenue of 145.4 billion in New Taiwan dollars ($4.76 billion), down 11% from February and 15% from the same month a year earlier. Over the first three months of 2023, revenue grew 3.6% year over year, meaning customer demand for its computer chips slowed down quickly in March.Even if March was somewhat of an anomaly, single-digit revenue growth is a huge slowdown from the last few years at TSMC, when revenue was growing 20% or higher every quarter.TSM revenue (quarterly YoY growth) data by YCharts. YoY = year over year.Downstream effects could be massiveTSMC's customer list is massive and includes tech titans like Apple, Nvidia, AMD, and Sony. So when it sees slowing demand, that means its customers project their businesses to slow down as well. We are already seeing articles about it, with a research firm estimating that Apple's Mac shipments fell 40% in the first quarter of 2023.This could have a major impact on the global economy over the next few years if demand for things like smartphones and cloud computing slows down considerably. It could signal a global recession is coming or has already arrived, especially for the tech-heavy market in the United States.It is impossible to predict exactly how it would affect the stock market, but with many major companies in indexes like the S&P 500 relying on semiconductors to power their operations these days, there could be some major downside in stocks if this trend with TSMC continues.There's no need to panicYes, a slowing semiconductor industry could mean some short-term declines in the stock market. But so what? Drawdowns are a regular occurrence with stocks, and you should not be surprised when they occur.Since 1980, 22 of the last 42 years have seen stocks decline by more than 10% at one point during the calendar year. So that means it is essentially a 50/50 chance that stocks will fall by double digits every year you are in the market. Yet, the stock market generally goes up the longer you stay invested. Volatility is just the price of growing your nest egg.There's no need to panic and sell your stocks when the headlines tell you a recession or stock market crash is coming. Embrace the uncertainty and invest with a mind-set to build your wealth over the long term instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945547786,"gmtCreate":1681526651645,"gmtModify":1681526655172,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945547786","repostId":"2327172094","repostType":4,"repost":{"id":"2327172094","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1681502417,"share":"https://www.laohu8.com/m/news/2327172094?lang=&edition=full","pubTime":"2023-04-15 04:00","market":"us","language":"en","title":"US STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2327172094","media":"Reuters","summary":"Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Fed","content":"<html><head></head><body><p>Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.</p><p>All three major U.S. stock indexes ended in the red, but on the heels of Thursday&#39;s robust rally, all three major U.S. stock indexes notched weekly gains.</p><p>&#34;Today we&#39;re taking bit of a breather,&#34; said Sal Bruno, chief investment officer at IndexIQ in New York. &#34;After yesterday&#39;s sharp move up, the market might have gotten a little ahead of itself.&#34;</p><p>Citigroup Inc, JPMorgan Chase &amp; Co and Wells Fargo &amp; Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.</p><p>&#34;As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;We saw mostly strong and healthy balance sheets, and it&#39;s pretty clear (the regional banking) crisis isn&#39;t systemic.&#34;</p><p>The S&amp;P 500 banking sector jumped, and JPMorgan Chase surged to its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since Nov. 9, 2020.</p><p>Citigroup also advanced, while Wells Fargo&#39;s shares were more muted.</p><p>But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month&#39;s policy meeting.</p><p>&#34;Industrial production and capacity utilization came in stronger than expected,&#34; Bruno added. &#34;Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.&#34;</p><p>Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.</p><p>At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME&#39;s FedWatch tool.</p><p>According to preliminary data, the S&amp;P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.</p><p>First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/BOAPL\">Bank of America Corp</a>, Netflix Inc and a long list of regional banks and industrials.</p><p>Analysts have lowered expectations, forecasting aggregate S&amp;P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.</p><p>BlackRock Inc advanced after the world&#39;s largest asset manager beat quarterly profit expectations.</p><p>Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .</p><p>Spirit AeroSystems&#39; shares tumbled.</p><p>Shares of <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> dropped following the luxury electric automaker&#39;s disappointing first-quarter production and delivery numbers.</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>US STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump</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\">\nUS STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-15 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.</p><p>All three major U.S. stock indexes ended in the red, but on the heels of Thursday&#39;s robust rally, all three major U.S. stock indexes notched weekly gains.</p><p>&#34;Today we&#39;re taking bit of a breather,&#34; said Sal Bruno, chief investment officer at IndexIQ in New York. &#34;After yesterday&#39;s sharp move up, the market might have gotten a little ahead of itself.&#34;</p><p>Citigroup Inc, JPMorgan Chase &amp; Co and Wells Fargo &amp; Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.</p><p>&#34;As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;We saw mostly strong and healthy balance sheets, and it&#39;s pretty clear (the regional banking) crisis isn&#39;t systemic.&#34;</p><p>The S&amp;P 500 banking sector jumped, and JPMorgan Chase surged to its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since Nov. 9, 2020.</p><p>Citigroup also advanced, while Wells Fargo&#39;s shares were more muted.</p><p>But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month&#39;s policy meeting.</p><p>&#34;Industrial production and capacity utilization came in stronger than expected,&#34; Bruno added. &#34;Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.&#34;</p><p>Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.</p><p>At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME&#39;s FedWatch tool.</p><p>According to preliminary data, the S&amp;P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.</p><p>First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/BOAPL\">Bank of America Corp</a>, Netflix Inc and a long list of regional banks and industrials.</p><p>Analysts have lowered expectations, forecasting aggregate S&amp;P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.</p><p>BlackRock Inc advanced after the world&#39;s largest asset manager beat quarterly profit expectations.</p><p>Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .</p><p>Spirit AeroSystems&#39; shares tumbled.</p><p>Shares of <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> dropped following the luxury electric automaker&#39;s disappointing first-quarter production and delivery numbers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327172094","content_text":"Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.All three major U.S. stock indexes ended in the red, but on the heels of Thursday's robust rally, all three major U.S. stock indexes notched weekly gains.\"Today we're taking bit of a breather,\" said Sal Bruno, chief investment officer at IndexIQ in New York. \"After yesterday's sharp move up, the market might have gotten a little ahead of itself.\"Citigroup Inc, JPMorgan Chase & Co and Wells Fargo & Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.\"As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,\" said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"We saw mostly strong and healthy balance sheets, and it's pretty clear (the regional banking) crisis isn't systemic.\"The S&P 500 banking sector jumped, and JPMorgan Chase surged to its biggest one-day percentage gain since Nov. 9, 2020.Citigroup also advanced, while Wells Fargo's shares were more muted.But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month's policy meeting.\"Industrial production and capacity utilization came in stronger than expected,\" Bruno added. \"Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.\"Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME's FedWatch tool.According to preliminary data, the S&P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, Morgan Stanley, Bank of America Corp, Netflix Inc and a long list of regional banks and industrials.Analysts have lowered expectations, forecasting aggregate S&P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.BlackRock Inc advanced after the world's largest asset manager beat quarterly profit expectations.Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .Spirit AeroSystems' shares tumbled.Shares of Lucid Group Inc dropped following the luxury electric automaker's disappointing first-quarter production and delivery numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945547547,"gmtCreate":1681526636289,"gmtModify":1681526638054,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945547547","repostId":"2327124844","repostType":2,"repost":{"id":"2327124844","pubTimestamp":1681617277,"share":"https://www.laohu8.com/m/news/2327124844?lang=&edition=full","pubTime":"2023-04-16 11:54","market":"us","language":"en","title":"Got $1,000? 2 Stocks that Smart Investors Should Be Buying Hand Over Fist Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2327124844","media":"Motley Fool","summary":"The fluctuating market is giving investors plenty of opportunities to buy some wonderful stocks.","content":"<html><head></head><body><p>The stock market is still digesting the ongoing economic volatility and impact of inflation, and choppy investment sentiment remains evident across a range of sectors and stocks. Still, if you&#39;re investing your capital with the intention of leaving it in any given stock for at least three to five years, and you have the fortitude to ride out the ups and downs that the market will surely bring, you should be able to build some healthy returns.</p><p>If you&#39;re planning on adding $1,000 or more to stocks this month, here are two companies to consider putting on your buy list. </p><h2>1. Pfizer</h2><p><strong>Pfizer</strong> has had an incredible few years on the heels of its successful COVID-19 portfolio. In 2022, the pharmaceutical giant raked in $100 billion in revenue -- $57 billion of which came from its COVID-19 vaccine Comirnaty, and its COVID-19 antiviral therapy, Paxlovid -- and $31 billion in profits.  </p><p>Now, with demand for COVID-19 vaccines and therapeutics slackening considerably, investors might be wondering whether the company has exhausted its growth runway. While it&#39;s certain that growth will normalize, Pfizer is setting its sights on attainable targets for future business wins. And the company is targeting 7% to 9% revenue growth in 2023 -- when factoring out the contributions of its COVID-19 products.</p><p>Management expects revenue and profits from its COVID-19 portfolio will rise again in 2024 after the supplies of vaccines and antivirals it has already delivered to governments around the world run out. Pfizer has also leveraged the unusual earnings surge of the last few years to fuel a series of investments in its pipeline, making strategic acquisitions and funding the study of more drug candidates developed in-house.  </p><p>On the fourth-quarter 2022 earnings call, CEO Albert Bourla affirmed that Pfizer plans to launch a whopping 18 to 19 new products in the coming months, 15 of which are anticipated to have come from its internal pipeline. He noted:</p><blockquote>We believe we have the ability, if successful, to add at least $25 billion of risk-adjusted revenues to our 2030 top-line expectations through business-development activity. As we have said previously, we believe the deals we have already done for Arena, Biohaven, Global Blood Therapeutics, and ReViral have the potential to get us more than 40% of the way there with approximately $10.5 billion in expected 2030 revenues.  </blockquote><p>Pfizer&#39;s blockbuster success over the past few years has been integral to its ability to expand its pipeline, which now looks poised to usher in a new era of growth for this established business over the next five to 10 years and beyond. Investors may want to take advantage of this opportunity to make a buy-and-hold investment in this top healthcare stock.</p><h2>2. Shopify </h2><p><strong>Shopify</strong> is one of the world&#39;s leading e-commerce platforms, and while its shares have suffered amid the ongoing volatility afflicting growth stocks in general, its long-term competitive advantages bode well for its future. Roughly 21% of all e-commerce sites globally are built on Shopify&#39;s platform, and the company now facilitates 10% of the multitrillion-dollar U.S. e-commerce market.  </p><p>A whopping 561 million unique shoppers purchased products from its merchants in 2022 alone, a period during which the company generated revenue of $5.6 billion. Not only was that revenue figure up 21% from 2021, it represented an increase of 250% from 2019, the year before the pandemic began.  </p><p>The reason Shopify stock has continued to be rocked by volatility in the current market largely goes back to its current unprofitability. However, management has been clear that they intend to return the company to turning a profit. Moreover, this is to a certain extent a part of management&#39;s overall strategy to invest in the growth of the company now to provide it with a durable competitive edge in the future. </p><p>As President Harvey Finkelstein noted in the 2022 earnings call, in the seven years since Shopify became a publicly traded entity, the company has been profitable in all but two of them. Also speaking to this issue in the earnings call, CEO Tobi Lütke commented:</p><blockquote>Profitability is a consequence of growth and efficiency combined over time.... how to be the best company given the opportunity that&#39;s really in front of you. And I believe that over time, profitability will take care of itself if this is the kind of type of company you&#39;re building.  </blockquote><p>One prime example of its focus on investing in growth now that will drive better returns later is the Shopify Fulfillment Network, which it boosted with the acquisition of Deliverr last year. While investments in its fulfillment network and the manpower needed to grow its operations (hence the continued high levels of stock-based compensation) are weighing on the bottom line, Shopify is already seeing the fruits of its labors. </p><p>For example, because of its investment in Deliverr, Shopify was already witnessing a 40% jump in orders per merchant and a 50% increase in units fulfilled as of the end of 2022. Given the company&#39;s strong growth from its pre-pandemic levels, its investments in core areas that can drive its business forward over the long term, and steady top-line growth, the stock still looks like a buy in my book, and I remain a long-term shareholder in this business.</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>Got $1,000? 2 Stocks that Smart Investors Should Be Buying Hand Over Fist Right Now</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\">\nGot $1,000? 2 Stocks that Smart Investors Should Be Buying Hand Over Fist Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-16 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/14/got-1000-2-stocks-smart-investors-should-be-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is still digesting the ongoing economic volatility and impact of inflation, and choppy investment sentiment remains evident across a range of sectors and stocks. Still, if you're ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/14/got-1000-2-stocks-smart-investors-should-be-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2023/04/14/got-1000-2-stocks-smart-investors-should-be-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327124844","content_text":"The stock market is still digesting the ongoing economic volatility and impact of inflation, and choppy investment sentiment remains evident across a range of sectors and stocks. Still, if you're investing your capital with the intention of leaving it in any given stock for at least three to five years, and you have the fortitude to ride out the ups and downs that the market will surely bring, you should be able to build some healthy returns.If you're planning on adding $1,000 or more to stocks this month, here are two companies to consider putting on your buy list. 1. PfizerPfizer has had an incredible few years on the heels of its successful COVID-19 portfolio. In 2022, the pharmaceutical giant raked in $100 billion in revenue -- $57 billion of which came from its COVID-19 vaccine Comirnaty, and its COVID-19 antiviral therapy, Paxlovid -- and $31 billion in profits.  Now, with demand for COVID-19 vaccines and therapeutics slackening considerably, investors might be wondering whether the company has exhausted its growth runway. While it's certain that growth will normalize, Pfizer is setting its sights on attainable targets for future business wins. And the company is targeting 7% to 9% revenue growth in 2023 -- when factoring out the contributions of its COVID-19 products.Management expects revenue and profits from its COVID-19 portfolio will rise again in 2024 after the supplies of vaccines and antivirals it has already delivered to governments around the world run out. Pfizer has also leveraged the unusual earnings surge of the last few years to fuel a series of investments in its pipeline, making strategic acquisitions and funding the study of more drug candidates developed in-house.  On the fourth-quarter 2022 earnings call, CEO Albert Bourla affirmed that Pfizer plans to launch a whopping 18 to 19 new products in the coming months, 15 of which are anticipated to have come from its internal pipeline. He noted:We believe we have the ability, if successful, to add at least $25 billion of risk-adjusted revenues to our 2030 top-line expectations through business-development activity. As we have said previously, we believe the deals we have already done for Arena, Biohaven, Global Blood Therapeutics, and ReViral have the potential to get us more than 40% of the way there with approximately $10.5 billion in expected 2030 revenues.  Pfizer's blockbuster success over the past few years has been integral to its ability to expand its pipeline, which now looks poised to usher in a new era of growth for this established business over the next five to 10 years and beyond. Investors may want to take advantage of this opportunity to make a buy-and-hold investment in this top healthcare stock.2. Shopify Shopify is one of the world's leading e-commerce platforms, and while its shares have suffered amid the ongoing volatility afflicting growth stocks in general, its long-term competitive advantages bode well for its future. Roughly 21% of all e-commerce sites globally are built on Shopify's platform, and the company now facilitates 10% of the multitrillion-dollar U.S. e-commerce market.  A whopping 561 million unique shoppers purchased products from its merchants in 2022 alone, a period during which the company generated revenue of $5.6 billion. Not only was that revenue figure up 21% from 2021, it represented an increase of 250% from 2019, the year before the pandemic began.  The reason Shopify stock has continued to be rocked by volatility in the current market largely goes back to its current unprofitability. However, management has been clear that they intend to return the company to turning a profit. Moreover, this is to a certain extent a part of management's overall strategy to invest in the growth of the company now to provide it with a durable competitive edge in the future. As President Harvey Finkelstein noted in the 2022 earnings call, in the seven years since Shopify became a publicly traded entity, the company has been profitable in all but two of them. Also speaking to this issue in the earnings call, CEO Tobi Lütke commented:Profitability is a consequence of growth and efficiency combined over time.... how to be the best company given the opportunity that's really in front of you. And I believe that over time, profitability will take care of itself if this is the kind of type of company you're building.  One prime example of its focus on investing in growth now that will drive better returns later is the Shopify Fulfillment Network, which it boosted with the acquisition of Deliverr last year. While investments in its fulfillment network and the manpower needed to grow its operations (hence the continued high levels of stock-based compensation) are weighing on the bottom line, Shopify is already seeing the fruits of its labors. For example, because of its investment in Deliverr, Shopify was already witnessing a 40% jump in orders per merchant and a 50% increase in units fulfilled as of the end of 2022. Given the company's strong growth from its pre-pandemic levels, its investments in core areas that can drive its business forward over the long term, and steady top-line growth, the stock still looks like a buy in my book, and I remain a long-term shareholder in this business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945547685,"gmtCreate":1681526610647,"gmtModify":1681526614135,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945547685","repostId":"1163718092","repostType":2,"repost":{"id":"1163718092","pubTimestamp":1681530012,"share":"https://www.laohu8.com/m/news/1163718092?lang=&edition=full","pubTime":"2023-04-15 11:40","market":"us","language":"en","title":"The S&P 500 May Be Heading Back To Its October Low Very Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1163718092","media":"Seeking Alpha","summary":"SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at th","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Liquidity is likely to make a big u-turn over the next couple of weeks.</p></li><li><p>Reserve balances at the Federal Reserve have risen in recent weeks, but that&#39;s due to reverse.</p></li><li><p>The Treasury General Account is down to its last $85 billion and is set to rise significantly as tax season comes to an end.</p></li></ul><p>The recent wave of liquidity in the equity market is near its end. Depending on how much the reserve balances sink over the next two to three weeks could result in the S&amp;P 500 even falling back to its October lows.</p><p style=\"text-align: left;\">Much of this will have to do with the Fed balance sheet, which shrank this week as the banking &#34;crisis&#34; begins to ease and activity at the Fed&#39;s lending facilities diminishes. This has led to reverse balances dropping due to increased usage of the reverse repo facility as investors have pushed money into higher-yielding money market accounts.</p><p style=\"text-align: left;\">This has sent the reserve balance lower recently, but those reserves could be set to drop even further, especially now that the Treasury General Account has just $85 billion on hand. The decline in the Treasury General Account has helped to provide the markets with excess liquidity. But with tax receipts set to pour in and the recent debt issuances, the Treasury General Account should rise, which should work to drain liquidity from the markets.</p><p style=\"text-align: left;\">The Treasury General Account has fallen sharply in recent weeks, as the Treasury has used extraordinary measures due to the current debt ceiling debate. The TGA hasn&#39;t fallen to levels this low since December 2021.</p><p style=\"text-align: left;\">The annual tax filing due date comes next week, and the inflows from tax season will need to be high to give the Treasury the cash required to run the government while Congress works out the details on the debt limit.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c885ec6498fa817414707e7052d6d2b9\" alt=\"tga\" title=\"tga\" tg-width=\"640\" tg-height=\"347\"/><span>tga</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">This increase in the TGA from taxes will affect markets as it will work to reduce overall reserve balances held at the Fed, which work to drain liquidity and push the S&amp;P 500 lower. The chart below shows the S&amp;P 500 and the TGA (inverted) relationship. A falling TGA helps free up reserve balance, thus adding liquidity to the market, and a rising TGA removes reserve balances, thus draining liquidity from the market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269ff1ebce1f014ee809247b07ff32d4\" alt=\"TGA vs. SPX\" title=\"TGA vs. SPX\" tg-width=\"640\" tg-height=\"347\"/><span>TGA vs. SPX</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">In the two weeks from April 13 to April 26 last year, the TGA increased from approximately $540 billion to $975 billion, an increase of $435 billion. This sent reserve balances from $3.8 trillion down to $3.3 trillion. This also resulted in one of the steepest declines in the S&amp;P 500 in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d85f1c02da9301517589841b22224485\" alt=\"APril 2022\" title=\"APril 2022\" tg-width=\"640\" tg-height=\"347\"/><span>APril 2022</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Currently, reserve balances are around $3.3 trillion. An increase in the TGA over the next two weeks of a similar size as in 2022 would result in reserve balances falling to about $2.9 trillion and drain significant liquidity from the markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16689a4c68fecd31e0a1bd6d4c49b2fb\" alt=\"Reserve Balances Falling\" title=\"Reserve Balances Falling\" tg-width=\"640\" tg-height=\"347\"/><span>Reserve Balances Falling</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Additionally, the latest data shows that money market funds continued to rise and reached almost $5.3 trillion as of April 13. The increase in money market accounts appears to be funneling into the Fed&#39;s reverse repo facility, which has reached $2.3 trillion and is almost back to its highest levels in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e4e9c5c527473aaa3cebd8bedb8c09a\" alt=\"Reverse Repo\" title=\"Reverse Repo\" tg-width=\"640\" tg-height=\"347\"/><span>Reverse Repo</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">But more importantly, the usage of the Fed&#39;s banking crisis facility has been declining, along with the repurchase agreements of foreign officials. As this decline or normalize due to the banking &#34;crisis&#34; subsides, it will further work to reduce the Fed&#39;s balance sheet&#39;s size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1076f0006a5ed4a5ba40bcf2414fc1\" alt=\"Fed Balance sheet\" title=\"Fed Balance sheet\" tg-width=\"640\" tg-height=\"347\"/><span>Fed Balance sheet</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">In all, we could see a significant decline in the size of the reserve balances over the next two to four weeks, which based on my models that factor in the current loans made by the Fed and without the loans, suggest an increase in the TGA of equal size to last year could send reserve balance to as low as $2.6 to $2.9 trillion. But unlike the significant decline witnessed at the end of 2022, this decline would be longer lasting and could have a more profound effect on markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623b32cad0121c80b6d6b27a61268fd5\" alt=\"Reserve balances\" title=\"Reserve balances\" tg-width=\"640\" tg-height=\"347\"/><span>Reserve balances</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Again, historically, the S&amp;P 500 has lagged changes in reserves balances by around two weeks, and if reserved balances begin to drop, the S&amp;P 500 could very well be on its way lower, and depending on how far those reserves fall, it could be a pretty significant drop to come. Historically when the reserve balance makes new highs, stocks make new highs. When the reserve balances make new lows, stocks make new lows. A drop to the lows in reserve balance does leave the door open to a new low in the S&amp;P 500, as far-fetched as that may sound, based on the historical trends.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f8941621268cb315d7b142382ba029\" alt=\"Reserves S&amp;P 500\" title=\"Reserves S&amp;P 500\" tg-width=\"640\" tg-height=\"347\"/><span>Reserves S&amp;P 500</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">So it&#39;s certainly worth being aware of the significant risk here if the TGA rises and reserves fall. The TGA is straightforward to track and is updated daily on the Treasuries website.</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>The S&P 500 May Be Heading Back To Its October Low Very Soon</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\">\nThe S&P 500 May Be Heading Back To Its October Low Very Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-15 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at the Federal Reserve have risen in recent weeks, but that's due to reverse.The Treasury General Account...</p>\n\n<a href=\"https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163718092","content_text":"SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at the Federal Reserve have risen in recent weeks, but that's due to reverse.The Treasury General Account is down to its last $85 billion and is set to rise significantly as tax season comes to an end.The recent wave of liquidity in the equity market is near its end. Depending on how much the reserve balances sink over the next two to three weeks could result in the S&P 500 even falling back to its October lows.Much of this will have to do with the Fed balance sheet, which shrank this week as the banking \"crisis\" begins to ease and activity at the Fed's lending facilities diminishes. This has led to reverse balances dropping due to increased usage of the reverse repo facility as investors have pushed money into higher-yielding money market accounts.This has sent the reserve balance lower recently, but those reserves could be set to drop even further, especially now that the Treasury General Account has just $85 billion on hand. The decline in the Treasury General Account has helped to provide the markets with excess liquidity. But with tax receipts set to pour in and the recent debt issuances, the Treasury General Account should rise, which should work to drain liquidity from the markets.The Treasury General Account has fallen sharply in recent weeks, as the Treasury has used extraordinary measures due to the current debt ceiling debate. The TGA hasn't fallen to levels this low since December 2021.The annual tax filing due date comes next week, and the inflows from tax season will need to be high to give the Treasury the cash required to run the government while Congress works out the details on the debt limit.tgaBloombergThis increase in the TGA from taxes will affect markets as it will work to reduce overall reserve balances held at the Fed, which work to drain liquidity and push the S&P 500 lower. The chart below shows the S&P 500 and the TGA (inverted) relationship. A falling TGA helps free up reserve balance, thus adding liquidity to the market, and a rising TGA removes reserve balances, thus draining liquidity from the market.TGA vs. SPXBloombergIn the two weeks from April 13 to April 26 last year, the TGA increased from approximately $540 billion to $975 billion, an increase of $435 billion. This sent reserve balances from $3.8 trillion down to $3.3 trillion. This also resulted in one of the steepest declines in the S&P 500 in 2022.APril 2022BloombergCurrently, reserve balances are around $3.3 trillion. An increase in the TGA over the next two weeks of a similar size as in 2022 would result in reserve balances falling to about $2.9 trillion and drain significant liquidity from the markets.Reserve Balances FallingBloombergAdditionally, the latest data shows that money market funds continued to rise and reached almost $5.3 trillion as of April 13. The increase in money market accounts appears to be funneling into the Fed's reverse repo facility, which has reached $2.3 trillion and is almost back to its highest levels in 2023.Reverse RepoBloombergBut more importantly, the usage of the Fed's banking crisis facility has been declining, along with the repurchase agreements of foreign officials. As this decline or normalize due to the banking \"crisis\" subsides, it will further work to reduce the Fed's balance sheet's size.Fed Balance sheetBloombergIn all, we could see a significant decline in the size of the reserve balances over the next two to four weeks, which based on my models that factor in the current loans made by the Fed and without the loans, suggest an increase in the TGA of equal size to last year could send reserve balance to as low as $2.6 to $2.9 trillion. But unlike the significant decline witnessed at the end of 2022, this decline would be longer lasting and could have a more profound effect on markets.Reserve balancesBloombergAgain, historically, the S&P 500 has lagged changes in reserves balances by around two weeks, and if reserved balances begin to drop, the S&P 500 could very well be on its way lower, and depending on how far those reserves fall, it could be a pretty significant drop to come. Historically when the reserve balance makes new highs, stocks make new highs. When the reserve balances make new lows, stocks make new lows. A drop to the lows in reserve balance does leave the door open to a new low in the S&P 500, as far-fetched as that may sound, based on the historical trends.Reserves S&P 500BloombergSo it's certainly worth being aware of the significant risk here if the TGA rises and reserves fall. The TGA is straightforward to track and is updated daily on the Treasuries website.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945547022,"gmtCreate":1681526572967,"gmtModify":1681526574984,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945547022","repostId":"2327172094","repostType":4,"repost":{"id":"2327172094","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1681502417,"share":"https://www.laohu8.com/m/news/2327172094?lang=&edition=full","pubTime":"2023-04-15 04:00","market":"us","language":"en","title":"US STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2327172094","media":"Reuters","summary":"Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Fed","content":"<html><head></head><body><p>Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.</p><p>All three major U.S. stock indexes ended in the red, but on the heels of Thursday&#39;s robust rally, all three major U.S. stock indexes notched weekly gains.</p><p>&#34;Today we&#39;re taking bit of a breather,&#34; said Sal Bruno, chief investment officer at IndexIQ in New York. &#34;After yesterday&#39;s sharp move up, the market might have gotten a little ahead of itself.&#34;</p><p>Citigroup Inc, JPMorgan Chase &amp; Co and Wells Fargo &amp; Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.</p><p>&#34;As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;We saw mostly strong and healthy balance sheets, and it&#39;s pretty clear (the regional banking) crisis isn&#39;t systemic.&#34;</p><p>The S&amp;P 500 banking sector jumped, and JPMorgan Chase surged to its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since Nov. 9, 2020.</p><p>Citigroup also advanced, while Wells Fargo&#39;s shares were more muted.</p><p>But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month&#39;s policy meeting.</p><p>&#34;Industrial production and capacity utilization came in stronger than expected,&#34; Bruno added. &#34;Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.&#34;</p><p>Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.</p><p>At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME&#39;s FedWatch tool.</p><p>According to preliminary data, the S&amp;P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.</p><p>First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/BOAPL\">Bank of America Corp</a>, Netflix Inc and a long list of regional banks and industrials.</p><p>Analysts have lowered expectations, forecasting aggregate S&amp;P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.</p><p>BlackRock Inc advanced after the world&#39;s largest asset manager beat quarterly profit expectations.</p><p>Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .</p><p>Spirit AeroSystems&#39; shares tumbled.</p><p>Shares of <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> dropped following the luxury electric automaker&#39;s disappointing first-quarter production and delivery numbers.</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>US STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-15 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.</p><p>All three major U.S. stock indexes ended in the red, but on the heels of Thursday&#39;s robust rally, all three major U.S. stock indexes notched weekly gains.</p><p>&#34;Today we&#39;re taking bit of a breather,&#34; said Sal Bruno, chief investment officer at IndexIQ in New York. &#34;After yesterday&#39;s sharp move up, the market might have gotten a little ahead of itself.&#34;</p><p>Citigroup Inc, JPMorgan Chase &amp; Co and Wells Fargo &amp; Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.</p><p>&#34;As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;We saw mostly strong and healthy balance sheets, and it&#39;s pretty clear (the regional banking) crisis isn&#39;t systemic.&#34;</p><p>The S&amp;P 500 banking sector jumped, and JPMorgan Chase surged to its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since Nov. 9, 2020.</p><p>Citigroup also advanced, while Wells Fargo&#39;s shares were more muted.</p><p>But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month&#39;s policy meeting.</p><p>&#34;Industrial production and capacity utilization came in stronger than expected,&#34; Bruno added. &#34;Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.&#34;</p><p>Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.</p><p>At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME&#39;s FedWatch tool.</p><p>According to preliminary data, the S&amp;P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.</p><p>First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/BOAPL\">Bank of America Corp</a>, Netflix Inc and a long list of regional banks and industrials.</p><p>Analysts have lowered expectations, forecasting aggregate S&amp;P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.</p><p>BlackRock Inc advanced after the world&#39;s largest asset manager beat quarterly profit expectations.</p><p>Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .</p><p>Spirit AeroSystems&#39; shares tumbled.</p><p>Shares of <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> dropped following the luxury electric automaker&#39;s disappointing first-quarter production and delivery numbers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327172094","content_text":"Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.All three major U.S. stock indexes ended in the red, but on the heels of Thursday's robust rally, all three major U.S. stock indexes notched weekly gains.\"Today we're taking bit of a breather,\" said Sal Bruno, chief investment officer at IndexIQ in New York. \"After yesterday's sharp move up, the market might have gotten a little ahead of itself.\"Citigroup Inc, JPMorgan Chase & Co and Wells Fargo & Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.\"As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,\" said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"We saw mostly strong and healthy balance sheets, and it's pretty clear (the regional banking) crisis isn't systemic.\"The S&P 500 banking sector jumped, and JPMorgan Chase surged to its biggest one-day percentage gain since Nov. 9, 2020.Citigroup also advanced, while Wells Fargo's shares were more muted.But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month's policy meeting.\"Industrial production and capacity utilization came in stronger than expected,\" Bruno added. \"Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.\"Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME's FedWatch tool.According to preliminary data, the S&P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, Morgan Stanley, Bank of America Corp, Netflix Inc and a long list of regional banks and industrials.Analysts have lowered expectations, forecasting aggregate S&P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.BlackRock Inc advanced after the world's largest asset manager beat quarterly profit expectations.Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .Spirit AeroSystems' shares tumbled.Shares of Lucid Group Inc dropped following the luxury electric automaker's disappointing first-quarter production and delivery numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945664780,"gmtCreate":1681458151241,"gmtModify":1681458154675,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945664780","repostId":"2327318116","repostType":4,"repost":{"id":"2327318116","pubTimestamp":1681452693,"share":"https://www.laohu8.com/m/news/2327318116?lang=&edition=full","pubTime":"2023-04-14 14:11","market":"us","language":"en","title":"Tesla Cuts Prices of Model 3, Model Y Vehicles in Singapore","url":"https://stock-news.laohu8.com/highlight/detail?id=2327318116","media":"StreetInsider","summary":"SINGAPORE (Reuters) - Tesla Inc has cut prices of its Model 3 and Model Y vehicles in Singapore betw","content":"<html><head></head><body><p>SINGAPORE (Reuters) - Tesla Inc has cut prices of its Model 3 and Model Y vehicles in Singapore between 4.3% and 5%, its website showed on Friday.</p><p>Tesla cut prices on Real-Wheel Drive version of both Model 3 and Model Y by S$4,000 ($3,020), and Dual Motor All-Wheel Drive version of the two models by S$5,000, the website showed.</p><p>The U.S. electric vehicle maker has been cutting prices of its vehicles in some markets this year including the United States and China to shore up demand, stoking concerns about worsening profitability among investors and analysts.</p><p>Last week, Tesla announced its fifth vehicle price reduction this year in the U.S. market, as Washington prepares to introduce tougher standards that will limit EV tax credits.</p><p>Tesla in January had offered limited-term discounts to buyers in Singapore who agreed to purchase existing inventory of the Model 3 or Model Y, but it did not make a general price cut at the time like it did in South Korea, Japan and Australia.</p><p>($1 = 1.3244 Singapore dollars)</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Cuts Prices of Model 3, Model Y Vehicles in Singapore</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Cuts Prices of Model 3, Model Y Vehicles in Singapore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21504274><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE (Reuters) - Tesla Inc has cut prices of its Model 3 and Model Y vehicles in Singapore between 4.3% and 5%, its website showed on Friday.Tesla cut prices on Real-Wheel Drive version of both ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21504274\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21504274","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327318116","content_text":"SINGAPORE (Reuters) - Tesla Inc has cut prices of its Model 3 and Model Y vehicles in Singapore between 4.3% and 5%, its website showed on Friday.Tesla cut prices on Real-Wheel Drive version of both Model 3 and Model Y by S$4,000 ($3,020), and Dual Motor All-Wheel Drive version of the two models by S$5,000, the website showed.The U.S. electric vehicle maker has been cutting prices of its vehicles in some markets this year including the United States and China to shore up demand, stoking concerns about worsening profitability among investors and analysts.Last week, Tesla announced its fifth vehicle price reduction this year in the U.S. market, as Washington prepares to introduce tougher standards that will limit EV tax credits.Tesla in January had offered limited-term discounts to buyers in Singapore who agreed to purchase existing inventory of the Model 3 or Model Y, but it did not make a general price cut at the time like it did in South Korea, Japan and Australia.($1 = 1.3244 Singapore dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945664447,"gmtCreate":1681458123789,"gmtModify":1681458127126,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945664447","repostId":"2327415809","repostType":2,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945664269,"gmtCreate":1681458107151,"gmtModify":1681458110665,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945664269","repostId":"2327389091","repostType":2,"repost":{"id":"2327389091","pubTimestamp":1681451570,"share":"https://www.laohu8.com/m/news/2327389091?lang=&edition=full","pubTime":"2023-04-14 13:52","market":"us","language":"en","title":"2 AI Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2327389091","media":"Motley Fool","summary":"The rise of artificial intelligence will bring sweeping changes, and it represents a huge opportunity for investors.","content":"<html><head></head><body><p>Artificial intelligence (AI) is being touted as potentially the most transformative technology movement of the 21st century. While some big leaps forward made headlines recently, the good news for investors is that the AI revolution is just getting started, and it has the potential to deliver incredible returns for those who take a buy-and-hold approach with the right companies. </p><p>If you&#39;re looking for long-term investments that can help you profit from the AI revolution, read on for a look at two AI-related companies you can confidently buy and hold forever. </p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>While artificial intelligence projects from OpenAI, <strong>Microsoft</strong>, and other big players generated lots of attention lately, many investors seem to overlook <strong>Amazon</strong>&#39;s (AMZN -2.09%) strengths and opportunities in the space. The e-commerce and cloud computing giant has access to tremendous amounts of data it can use to feed AI algorithms, and it stands to see huge benefits from the implementation and ongoing evolution of AI technologies.</p><p>Even better, investors can take advantage of the market&#39;s overly pessimistic stance on the tech giant&#39;s outlook. Trading down roughly 46% from its high and boasting one of the strongest overall businesses in the world, Amazon stands out as a great buy for investors looking to benefit from the progression of AI.  </p><p>In addition to improving the customer experience of its online retail platform and providing new tools for AWS users, I think advances in AI will ultimately play a key role in the robotics revolution that will radically shift the profitability picture for Amazon&#39;s e-commerce business. There&#39;s a good chance that a combination of factory automation and evolution for autonomous vehicles will lift margins for its massive e-commerce business. The company recently announced a successful trial for its Zoox self-driving taxi division, and this AI-powered autonomous driving tech has the potential to be a stand-alone sales driver and a complement to the online-retail segment. </p><p>As far as being an &#34;AI stock&#34; goes, Amazon isn&#39;t getting the attention it deserves yet. With the company&#39;s main business segments set to benefit from AI initiatives and already enjoying strong competitive moats, shares look like a great buy-and-hold investment right now. </p><h2>2. <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></h2><p>If I had to pick a handful of industries that are likely to see strong growth over the next decade no matter what twists and turns the economic and geopolitical backdrop serves up, cybersecurity would be near the top of the list. CrowdStrike&#39;s software for endpoint protection helps ensure that mobile devices, computers, servers, and other hardware can&#39;t be used in cybercrime attacks. CrowdStrike was ahead of the curve in centering AI as a foundation for cybersecurity services, and the company is on track to benefit from powerful demand tailwinds. </p><p>Progression for AI technologies is creating an arms race in the cybersecurity space. As AI continues to advance, it will become easier than ever for bad actors to launch large-scale, highly sophisticated attacks. In turn, this necessitates cybersecurity companies to keep pace with rising threat vectors and increasingly intelligent attacks. Thankfully, these capabilities have been built into CrowdStrike&#39;s Falcon platform, and the company&#39;s software is designed to learn and adapt with each new kind of threat that it comes into contact with. </p><p>The adaptive AI that&#39;s at the heart of the company&#39;s Falcon software creates a powerful network effect. When a new kind of attack on a single customer is detected by Falcon, all other customers benefit from the data and knowledge generated from the incident. Better performance means that more customers will have incentives to join the platform. More customers joining the platform means that more threats will be detected, once again improving the overall platform&#39;s capabilities and improving the overall value proposition. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98d3b1541a23cdb9a8e443cb1a9d2531\" tg-width=\"720\" tg-height=\"433\"/></p><p>CRWD PE Ratio (Forward) data by YCharts</p><p>While the company has a growth-dependent valuation and trades at approximately 56 times this year&#39;s expected earnings, CrowdStrike&#39;s business performance and long-term growth opportunities can more than justify current pricing levels for the stock. Revenue grew 54% last year to reach $2.24 billion, and non-GAAP (adjusted) net income soared 130% to reach $1.30 per share. </p><p>While macroeconomic pressures are still depressing value for growth stocks, the AI cybersecurity arms race is just starting to heat up. CrowdStrike is already providing mission-critical protection capabilities for many customers, and the software specialist looks poised to thrive as advanced cybersecurity services become increasingly essential. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 AI Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 AI Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/13/2-ai-stocks-you-can-buy-and-hold-for-next-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence (AI) is being touted as potentially the most transformative technology movement of the 21st century. While some big leaps forward made headlines recently, the good news for ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/13/2-ai-stocks-you-can-buy-and-hold-for-next-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2023/04/13/2-ai-stocks-you-can-buy-and-hold-for-next-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327389091","content_text":"Artificial intelligence (AI) is being touted as potentially the most transformative technology movement of the 21st century. While some big leaps forward made headlines recently, the good news for investors is that the AI revolution is just getting started, and it has the potential to deliver incredible returns for those who take a buy-and-hold approach with the right companies. If you're looking for long-term investments that can help you profit from the AI revolution, read on for a look at two AI-related companies you can confidently buy and hold forever. 1. AmazonWhile artificial intelligence projects from OpenAI, Microsoft, and other big players generated lots of attention lately, many investors seem to overlook Amazon's (AMZN -2.09%) strengths and opportunities in the space. The e-commerce and cloud computing giant has access to tremendous amounts of data it can use to feed AI algorithms, and it stands to see huge benefits from the implementation and ongoing evolution of AI technologies.Even better, investors can take advantage of the market's overly pessimistic stance on the tech giant's outlook. Trading down roughly 46% from its high and boasting one of the strongest overall businesses in the world, Amazon stands out as a great buy for investors looking to benefit from the progression of AI.  In addition to improving the customer experience of its online retail platform and providing new tools for AWS users, I think advances in AI will ultimately play a key role in the robotics revolution that will radically shift the profitability picture for Amazon's e-commerce business. There's a good chance that a combination of factory automation and evolution for autonomous vehicles will lift margins for its massive e-commerce business. The company recently announced a successful trial for its Zoox self-driving taxi division, and this AI-powered autonomous driving tech has the potential to be a stand-alone sales driver and a complement to the online-retail segment. As far as being an \"AI stock\" goes, Amazon isn't getting the attention it deserves yet. With the company's main business segments set to benefit from AI initiatives and already enjoying strong competitive moats, shares look like a great buy-and-hold investment right now. 2. CrowdStrikeIf I had to pick a handful of industries that are likely to see strong growth over the next decade no matter what twists and turns the economic and geopolitical backdrop serves up, cybersecurity would be near the top of the list. CrowdStrike's software for endpoint protection helps ensure that mobile devices, computers, servers, and other hardware can't be used in cybercrime attacks. CrowdStrike was ahead of the curve in centering AI as a foundation for cybersecurity services, and the company is on track to benefit from powerful demand tailwinds. Progression for AI technologies is creating an arms race in the cybersecurity space. As AI continues to advance, it will become easier than ever for bad actors to launch large-scale, highly sophisticated attacks. In turn, this necessitates cybersecurity companies to keep pace with rising threat vectors and increasingly intelligent attacks. Thankfully, these capabilities have been built into CrowdStrike's Falcon platform, and the company's software is designed to learn and adapt with each new kind of threat that it comes into contact with. The adaptive AI that's at the heart of the company's Falcon software creates a powerful network effect. When a new kind of attack on a single customer is detected by Falcon, all other customers benefit from the data and knowledge generated from the incident. Better performance means that more customers will have incentives to join the platform. More customers joining the platform means that more threats will be detected, once again improving the overall platform's capabilities and improving the overall value proposition. CRWD PE Ratio (Forward) data by YChartsWhile the company has a growth-dependent valuation and trades at approximately 56 times this year's expected earnings, CrowdStrike's business performance and long-term growth opportunities can more than justify current pricing levels for the stock. Revenue grew 54% last year to reach $2.24 billion, and non-GAAP (adjusted) net income soared 130% to reach $1.30 per share. While macroeconomic pressures are still depressing value for growth stocks, the AI cybersecurity arms race is just starting to heat up. CrowdStrike is already providing mission-critical protection capabilities for many customers, and the software specialist looks poised to thrive as advanced cybersecurity services become increasingly essential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945979736,"gmtCreate":1681360667625,"gmtModify":1681360669450,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945979736","repostId":"9945954297","repostType":1,"repost":{"id":9945954297,"gmtCreate":1681356919320,"gmtModify":1681356931736,"author":{"id":"4117178794023552","authorId":"4117178794023552","name":"GA907","avatar":"https://community-static.tradeup.com/news/b1073584ceec71a415beefdc9dbd04f0","crmLevel":0,"crmLevelSwitch":0},"themes":[],"title":"Mega-cap stocks：4/20 were down over 75%, while 11/20 were down over 50%","htmlText":"People acting like most of these mega-cap stocks on this list didn't get absolutely baptized in 2022. At one point, 4/20 were down over 75%, while 11/20 were down over 50%. <a href=\"https://ttm.financial/S/KO\">$Coca-Cola(KO)$</a> <a href=\"https://ttm.financial/S/TMUS\">$T-Mobile US(TMUS)$</a> <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/COST\">$Costco(COST)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> <a href=\"https://ttm.financial/S/NKE\">$Ni</a>","listText":"People acting like most of these mega-cap stocks on this list didn't get absolutely baptized in 2022. At one point, 4/20 were down over 75%, while 11/20 were down over 50%. <a href=\"https://ttm.financial/S/KO\">$Coca-Cola(KO)$</a> <a href=\"https://ttm.financial/S/TMUS\">$T-Mobile US(TMUS)$</a> <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/COST\">$Costco(COST)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> <a href=\"https://ttm.financial/S/NKE\">$Ni</a>","text":"People acting like most of these mega-cap stocks on this list didn't get absolutely baptized in 2022. At one point, 4/20 were down over 75%, while 11/20 were down over 50%. $Coca-Cola(KO)$ $T-Mobile US(TMUS)$ $Wal-Mart(WMT)$ $Visa(V)$ $Apple(AAPL)$ $Costco(COST)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Qualcomm(QCOM)$ $Ni","images":[{"img":"https://community-static.tradeup.com/news/3af05d8ee78bb2ea89461c4dda889a94","width":"680","height":"427"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945954297","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945050726,"gmtCreate":1681336673765,"gmtModify":1681336677107,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945050726","repostId":"1134370149","repostType":2,"repost":{"id":"1134370149","pubTimestamp":1681309483,"share":"https://www.laohu8.com/m/news/1134370149?lang=&edition=full","pubTime":"2023-04-12 22:24","market":"us","language":"en","title":"Top Calls on Wall Street: Shopify, Goldman Sachs, Lockheed Martin and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1134370149","media":"TheFly","summary":"Top 5 Upgrades:JMP Securities upgraded Shopify (SHOP) to Outperform from Market Perform with a $65 p","content":"<html><head></head><body><p><strong>Top 5 Upgrades:</strong></p><ul><li><p>JMP Securities upgraded <strong>Shopify </strong>(SHOP) to Outperform from Market Perform with a $65 price target. Shopify&#39;s gross merchandise volume estimates have upside, while there is &#34;room for greater expense discipline,&#34; the analyst tells investors in a research note.</p></li><li><p>Morgan Stanley upgraded <strong>MongoDB</strong> (MDB) to Overweight from Equal Weight with a price target of $270, up from $230. The firm&#39;s &#34;AlphaWise Cloud Optimization Survey&#34; indicates that 73% of respondents are actively engaged in cloud optimization initiatives.</p></li><li><p>KeyBanc upgraded <strong>Becton Dickinson</strong> (BDX) to Overweight from Sector Weight with a $304 price target. After five years of being &#34;fully range-bound,&#34; Becton Dickinson shares are &#34;finally capable of sustaining a breakout&#34; given more consistent execution toward its long-term financial targets and a &#34;reasonable&#34; valuation.</p></li><li><p>UBS upgraded <strong>Goldman Sachs</strong> (GS) to Buy from Neutral. The shares are attractively priced as the company&#39;s outlook is &#34;de-risked,&#34; the analyst tells investors in a research note.</p></li><li><p>Piper Sandler upgraded six names in the chemicals sector citing &#34;significant and durable&#34; shifts in global feedstock costs favoring U.S producers. Piper upgraded <strong>Eastman Chemical</strong> (EMN), <strong>Dow Inc.</strong> (DOW), <strong>Westlake </strong>(WLK) and <strong>LyondellBasell </strong>(LYB) to Overweight from Neutral. The firm also upgraded <strong>Celanese </strong>(CE) and <strong>Methanex </strong>(MEOH) to Neutral from Underweight.</p></li></ul><p><strong>Top 5 Downgrades:</strong></p><ul><li><p>Baird downgraded<strong> Lockheed Martin</strong> (LMT) to Neutral from Outperform with an unchanged price target of $513. While previewing 17 companies in aerospace and defense with upcoming reports through mid-May, the firm said it expects some &#34;mixed&#34; Q1 reports, reflecting noise in defense outlooks on supply chain, margin pressure, and R&amp;D amortization, balanced by aerospace&#39;s sequential gains on &#34;buoyant aftermarket activity.&#34;</p></li><li><p>Morgan Stanley downgraded <strong>Jefferies Financial Group</strong> (JEF) to Underweight from Equal Weight with a price target of $27, down from $28, after assuming coverage of the name. As Jefferies exits merchant banking, its mix shift toward investment banking and markets, driving up its comp ratio to a 52%-54% range, the analyst tells investors in a research note.</p></li><li><p>Argus downgraded <strong>Abercrombie</strong> <strong>&amp; Fitch</strong> (ANF) to Hold from Buy. The company has struggled to expand margins amid inflation and currency headwinds, while a cautious consumer spending environment has weighed on its sales growth, the analyst said.</p></li><li><p>Evercore ISI downgraded <strong>Empire State Realty</strong> (ESRT) to In Line from Outperform with a price target of $7, down from $8. Though the firm remains &#34;cautiously optimistic&#34; that Empire State can continue to garner demand, the pace of lease up is &#34;clearly set back&#34; by tenant Signature Bank&#39;s (SBNY) collapse,</p></li><li><p>Northland downgraded <strong>Adtran</strong> (ADTN) to Market Perform from Outperform with a price target of $13, down from $25, after the company&#39;s &#34;significant downside&#34; pre-announcement.</p></li></ul><p><strong>Top 5 Initiations:</strong></p><ul><li><p>Roth MKM initiated coverage of <strong>Las Vegas Sands</strong> (LVS) with a Buy rating and $74 price target, citing a &#34;bullish outlook on Macau.&#34; Investors are &#34;merely focused&#34; on a full EBITDA recovery by 2024, but the firm believes Macau is &#34;in the early innings of a multi-year growth cycle,&#34; the analyst tells investors.</p></li><li><p>Morgan Stanley assumed coverage of <strong>Archer Daniels</strong> (ADM) with an Equal Weight rating with a price target of $85, down from $94. The firm&#39;s mid-cycle framework leads it to have a wider baseline EPS range versus company issued targets, balancing the risk of normalized supply and the upside from structural demand improvements, says the analyst.</p></li><li><p>Piper Sandler initiated coverage of <strong>DoubleVerify </strong>(DV) with an Overweight rating and $35 price target. DoubleVerify is a leading player in the verification of safety, security, and transparency of an advertising transaction, as the company looks to deliver independent media quality and performance solutions to drive better outcomes for advertisers, the analyst tells investors in a research note.</p></li><li><p>Stephens initiated coverage of <strong>Teladoc</strong> (TDOC) with an Equal Weight rating and $25 price target. The analyst says that the stock has fallen about 90% from early 2021 highs as COVID-catalysts and sector-wide valuation multiple expansion dissipated, growth from the mid-FY20 Livongo acquisition disappointed, and margins compressed rather than expanded in FY22.</p></li><li><p>KeyBanc initiated coverage of <strong>ZipRecruiter</strong> (ZIP) with a Sector Weight rating and no price target. While encouraged by the company&#39;s expense controls and seeing ZipRecruiter as a long-term share gainer, the analyst believes current macro conditions elevate risk to estimates in the near term.</p></li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Shopify, Goldman Sachs, Lockheed Martin and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Shopify, Goldman Sachs, Lockheed Martin and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3693409&headline=SHOP;BDX;MDB;JEF;GS;LMT;ANF;LVS;ADM;ESRT;DV;EMN;DOW;WLK;LYB;CE;MEOH;ADTN;TDOC;ZIP-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:JMP Securities upgraded Shopify (SHOP) to Outperform from Market Perform with a $65 price target. Shopify's gross merchandise volume estimates have upside, while there is \"room for ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3693409&headline=SHOP;BDX;MDB;JEF;GS;LMT;ANF;LVS;ADM;ESRT;DV;EMN;DOW;WLK;LYB;CE;MEOH;ADTN;TDOC;ZIP-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","LMT":"洛克希德马丁","GS":"高盛","HSI":"恒生指数"},"source_url":"https://thefly.com/landingPageNews.php?id=3693409&headline=SHOP;BDX;MDB;JEF;GS;LMT;ANF;LVS;ADM;ESRT;DV;EMN;DOW;WLK;LYB;CE;MEOH;ADTN;TDOC;ZIP-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134370149","content_text":"Top 5 Upgrades:JMP Securities upgraded Shopify (SHOP) to Outperform from Market Perform with a $65 price target. Shopify's gross merchandise volume estimates have upside, while there is \"room for greater expense discipline,\" the analyst tells investors in a research note.Morgan Stanley upgraded MongoDB (MDB) to Overweight from Equal Weight with a price target of $270, up from $230. The firm's \"AlphaWise Cloud Optimization Survey\" indicates that 73% of respondents are actively engaged in cloud optimization initiatives.KeyBanc upgraded Becton Dickinson (BDX) to Overweight from Sector Weight with a $304 price target. After five years of being \"fully range-bound,\" Becton Dickinson shares are \"finally capable of sustaining a breakout\" given more consistent execution toward its long-term financial targets and a \"reasonable\" valuation.UBS upgraded Goldman Sachs (GS) to Buy from Neutral. The shares are attractively priced as the company's outlook is \"de-risked,\" the analyst tells investors in a research note.Piper Sandler upgraded six names in the chemicals sector citing \"significant and durable\" shifts in global feedstock costs favoring U.S producers. Piper upgraded Eastman Chemical (EMN), Dow Inc. (DOW), Westlake (WLK) and LyondellBasell (LYB) to Overweight from Neutral. The firm also upgraded Celanese (CE) and Methanex (MEOH) to Neutral from Underweight.Top 5 Downgrades:Baird downgraded Lockheed Martin (LMT) to Neutral from Outperform with an unchanged price target of $513. While previewing 17 companies in aerospace and defense with upcoming reports through mid-May, the firm said it expects some \"mixed\" Q1 reports, reflecting noise in defense outlooks on supply chain, margin pressure, and R&D amortization, balanced by aerospace's sequential gains on \"buoyant aftermarket activity.\"Morgan Stanley downgraded Jefferies Financial Group (JEF) to Underweight from Equal Weight with a price target of $27, down from $28, after assuming coverage of the name. As Jefferies exits merchant banking, its mix shift toward investment banking and markets, driving up its comp ratio to a 52%-54% range, the analyst tells investors in a research note.Argus downgraded Abercrombie & Fitch (ANF) to Hold from Buy. The company has struggled to expand margins amid inflation and currency headwinds, while a cautious consumer spending environment has weighed on its sales growth, the analyst said.Evercore ISI downgraded Empire State Realty (ESRT) to In Line from Outperform with a price target of $7, down from $8. Though the firm remains \"cautiously optimistic\" that Empire State can continue to garner demand, the pace of lease up is \"clearly set back\" by tenant Signature Bank's (SBNY) collapse,Northland downgraded Adtran (ADTN) to Market Perform from Outperform with a price target of $13, down from $25, after the company's \"significant downside\" pre-announcement.Top 5 Initiations:Roth MKM initiated coverage of Las Vegas Sands (LVS) with a Buy rating and $74 price target, citing a \"bullish outlook on Macau.\" Investors are \"merely focused\" on a full EBITDA recovery by 2024, but the firm believes Macau is \"in the early innings of a multi-year growth cycle,\" the analyst tells investors.Morgan Stanley assumed coverage of Archer Daniels (ADM) with an Equal Weight rating with a price target of $85, down from $94. The firm's mid-cycle framework leads it to have a wider baseline EPS range versus company issued targets, balancing the risk of normalized supply and the upside from structural demand improvements, says the analyst.Piper Sandler initiated coverage of DoubleVerify (DV) with an Overweight rating and $35 price target. DoubleVerify is a leading player in the verification of safety, security, and transparency of an advertising transaction, as the company looks to deliver independent media quality and performance solutions to drive better outcomes for advertisers, the analyst tells investors in a research note.Stephens initiated coverage of Teladoc (TDOC) with an Equal Weight rating and $25 price target. The analyst says that the stock has fallen about 90% from early 2021 highs as COVID-catalysts and sector-wide valuation multiple expansion dissipated, growth from the mid-FY20 Livongo acquisition disappointed, and margins compressed rather than expanded in FY22.KeyBanc initiated coverage of ZipRecruiter (ZIP) with a Sector Weight rating and no price target. While encouraged by the company's expense controls and seeing ZipRecruiter as a long-term share gainer, the analyst believes current macro conditions elevate risk to estimates in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945050550,"gmtCreate":1681336656870,"gmtModify":1681336660221,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945050550","repostId":"1134370149","repostType":2,"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945050871,"gmtCreate":1681336610293,"gmtModify":1681336613945,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945050871","repostId":"2326492479","repostType":2,"repost":{"id":"2326492479","pubTimestamp":1681312358,"share":"https://www.laohu8.com/m/news/2326492479?lang=&edition=full","pubTime":"2023-04-12 23:12","market":"us","language":"en","title":"Elon Musk Complains about Selling Tesla Stock to Buy Twitter","url":"https://stock-news.laohu8.com/highlight/detail?id=2326492479","media":"Markets Insider","summary":"Elon Musk said he only sold Tesla stock because it was \"desperately needed\" for the Twitter deal. Th","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b42a31eb7dcd40e25b0d2f2353becacb\" tg-width=\"700\" tg-height=\"525\"/></p><ul><li><p>Elon Musk said he only sold Tesla stock because it was &#34;desperately needed&#34; for the Twitter deal. </p></li><li><p>The billionaire owner told the BBC that he sold Tesla stock even though he didn&#39;t want to.</p></li><li><p>When directly asked how much he is worth, Musk replied: &#34;I don&#39;t know.&#34; </p></li></ul><p>Elon Musk said he sold Tesla stock only because it was &#34;desperately needed&#34; to complete his Twitter deal - and claimed that he doesn&#39;t know his net worth, in an impromptu interview with the BBC late Tuesday night.</p><p>&#34;I sold a lot of Tesla stock to close this deal. I did not want to sell the Tesla stock,&#34; Musk told BBC correspondent James Clayton at Twitter&#39;s headquarters. </p><p>&#34;People couldn&#39;t parse the difference between &#39;I&#39;m selling Tesla stock because I&#39;ve lost faith in Tesla,&#39; which I haven&#39;t, or that it&#39;s desperately needed for Twitter,&#34; he said. </p><p>Musk sold about $23 billion worth of Tesla stock last year, largely to finance his $44 billion Twitter purchase. </p><p>He said that there are only &#34;brief windows&#34; where he can sell his Tesla stock, adding that such sales are often wrongly perceived as him lacking confidence in his electric-vehicle company. </p><p>&#34;The Tesla stock sales caused the Tesla stock to plummet, which is not good,&#34; he said. </p><p>Tesla shares sank 65% in 2022, but have rallied 52% to $187 this year. They still trade well below their peak price of over $400 in November 2021.</p><p>The stock represents a significant chunk of Musk&#39;s estimated $181 billion fortune as of Wednesday.</p><p>When he was directly asked how much he is worth, the Tesla, Twitter, and SpaceX CEO replied: &#34;I don&#39;t know.&#34; </p></body></html>","source":"marketsinsider","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>Elon Musk Complains about Selling Tesla Stock to Buy Twitter</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\">\nElon Musk Complains about Selling Tesla Stock to Buy Twitter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/elon-musk-sell-tesla-stock-buy-twitter-deal-net-worth-2023-4><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk said he only sold Tesla stock because it was \"desperately needed\" for the Twitter deal. The billionaire owner told the BBC that he sold Tesla stock even though he didn't want to.When ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/elon-musk-sell-tesla-stock-buy-twitter-deal-net-worth-2023-4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4099":"汽车制造商","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TWTR":"Twitter","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","BK4508":"社交媒体","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4516":"特朗普概念","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4527":"明星科技股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0823411888.USD":"法巴消费创新基金 Cap","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4077":"互动媒体与服务","BK4579":"人工智能","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://markets.businessinsider.com/news/stocks/elon-musk-sell-tesla-stock-buy-twitter-deal-net-worth-2023-4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326492479","content_text":"Elon Musk said he only sold Tesla stock because it was \"desperately needed\" for the Twitter deal. The billionaire owner told the BBC that he sold Tesla stock even though he didn't want to.When directly asked how much he is worth, Musk replied: \"I don't know.\" Elon Musk said he sold Tesla stock only because it was \"desperately needed\" to complete his Twitter deal - and claimed that he doesn't know his net worth, in an impromptu interview with the BBC late Tuesday night.\"I sold a lot of Tesla stock to close this deal. I did not want to sell the Tesla stock,\" Musk told BBC correspondent James Clayton at Twitter's headquarters. \"People couldn't parse the difference between 'I'm selling Tesla stock because I've lost faith in Tesla,' which I haven't, or that it's desperately needed for Twitter,\" he said. Musk sold about $23 billion worth of Tesla stock last year, largely to finance his $44 billion Twitter purchase. He said that there are only \"brief windows\" where he can sell his Tesla stock, adding that such sales are often wrongly perceived as him lacking confidence in his electric-vehicle company. \"The Tesla stock sales caused the Tesla stock to plummet, which is not good,\" he said. Tesla shares sank 65% in 2022, but have rallied 52% to $187 this year. They still trade well below their peak price of over $400 in November 2021.The stock represents a significant chunk of Musk's estimated $181 billion fortune as of Wednesday.When he was directly asked how much he is worth, the Tesla, Twitter, and SpaceX CEO replied: \"I don't know.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945050154,"gmtCreate":1681336597978,"gmtModify":1681336601744,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945050154","repostId":"1199650119","repostType":2,"repost":{"id":"1199650119","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":1681306685,"share":"https://www.laohu8.com/m/news/1199650119?lang=&edition=full","pubTime":"2023-04-12 21:38","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199650119","media":"Tiger Newspress","summary":"Hot Chinese ADRs dropped in premarket trading. Alibaba fell 2.2%; JD.com fell 3.2%; NIO fell 1.5%; B","content":"<html><head></head><body><p>Hot Chinese ADRs dropped in premarket trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> fell 2.2%; <a href=\"https://laohu8.com/S/JD\">JD.com</a> fell 3.2%; NIO fell 1.5%; Bilibili fell 1.4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6dfacac296fa5e3fb2352cecb04ccd60\" title=\"\" tg-width=\"260\" tg-height=\"751\"/></p><p></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>Hot Chinese ADRs 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\">\nHot Chinese ADRs 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\">2023-04-12 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs dropped in premarket trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> fell 2.2%; <a href=\"https://laohu8.com/S/JD\">JD.com</a> fell 3.2%; NIO fell 1.5%; Bilibili fell 1.4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6dfacac296fa5e3fb2352cecb04ccd60\" title=\"\" tg-width=\"260\" tg-height=\"751\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"J":"雅各布工程","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199650119","content_text":"Hot Chinese ADRs dropped in premarket trading. Alibaba fell 2.2%; JD.com fell 3.2%; NIO fell 1.5%; Bilibili fell 1.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945050350,"gmtCreate":1681336586870,"gmtModify":1681336590171,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945050350","repostId":"1193998740","repostType":2,"repost":{"id":"1193998740","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":1681302612,"share":"https://www.laohu8.com/m/news/1193998740?lang=&edition=full","pubTime":"2023-04-12 20:30","market":"us","language":"en","title":"U.S. Consumer Prices Rose 5% in March,  Less Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1193998740","media":"Tiger Newspress","summary":"Inflation cooled in March as the Federal Reserve’s interest rate increases showed more impact, the L","content":"<html><head></head><body><p>Inflation cooled in March as the Federal Reserve’s interest rate increases showed more impact, the Labor Department reported Wednesday.</p><p style=\"text-align: start;\">The consumer price index, a widely followed measure of the costs for goods and services in the U.S. economy, rose 0.1% for the month against a Dow Jones estimate for 0.2%, and 5% from a year ago vs. the estimate of 5.2%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e821ed969e6394f1b04e6a489eb4a2f8\" title=\"\" tg-width=\"826\" tg-height=\"105\"/></p><p style=\"text-align: start;\">Excluding food and energy, core CPI increased 0.4% and 5.6% on an annual basis, both as expected.</p><p>The data showed that while inflation is still well above where the Fed feels comfortable, it is at least showing continuing signs of decelerating. Policymakers target inflation around 2% as a healthy and sustainable growth level.</p><p style=\"text-align: start;\">A 3.5% drop in energy costs and an unchanged food index helped keep headline inflation in check.</p><p style=\"text-align: start;\">A 0.6% increase in shelter costs was the smallest gain since November, but still resulted in prices rising 8.2% on an annual basis. Shelter makes up about one-third of the weighting in the CPI and is being watched closely by Fed officials.</p><p style=\"text-align: start;\">Used vehicle prices, a major contributor to the initial inflation surge in 2021, declined another 0.9% in March and are now down 11.2% year over year.</p><p style=\"text-align: start;\">Over the past year or so, the Fed has raised its benchmark interest rate nine times for a total of 4.75 percentage points, the fastest pace of tightening since the early 1980s. Officials initially dismissed inflation as transitory, expecting it to fall as pandemic-related factors dissipated, but were forced to play catch-up as price increases proved more durable.</p><p style=\"text-align: start;\">One key area the central bank has targeted is the labor market. A shortage of workers had helped push up wages and prices, a situation that has eased somewhat in recent months.</p><p style=\"text-align: start;\">In March, nonfarm payrolls increased by 236,000, the smallest gain since December 2020, and average hourly earnings rose at a 4.2% annual pace, the lowest level since June 2021.</p><p style=\"text-align: start;\">The Fed is hoping it can calibrate policy so that the slowdown it is trying to engineer in the labor market doesn’t tip the economy into recession. Gross domestic product growth is tracking at a 2.2% annualized pace in the first quarter, according to Atlanta Fed data, though many economists expect a contraction to come later in the 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>U.S. Consumer Prices Rose 5% in March,  Less Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Consumer Prices Rose 5% in March,  Less Than Expected\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\">2023-04-12 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation cooled in March as the Federal Reserve’s interest rate increases showed more impact, the Labor Department reported Wednesday.</p><p style=\"text-align: start;\">The consumer price index, a widely followed measure of the costs for goods and services in the U.S. economy, rose 0.1% for the month against a Dow Jones estimate for 0.2%, and 5% from a year ago vs. the estimate of 5.2%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e821ed969e6394f1b04e6a489eb4a2f8\" title=\"\" tg-width=\"826\" tg-height=\"105\"/></p><p style=\"text-align: start;\">Excluding food and energy, core CPI increased 0.4% and 5.6% on an annual basis, both as expected.</p><p>The data showed that while inflation is still well above where the Fed feels comfortable, it is at least showing continuing signs of decelerating. Policymakers target inflation around 2% as a healthy and sustainable growth level.</p><p style=\"text-align: start;\">A 3.5% drop in energy costs and an unchanged food index helped keep headline inflation in check.</p><p style=\"text-align: start;\">A 0.6% increase in shelter costs was the smallest gain since November, but still resulted in prices rising 8.2% on an annual basis. Shelter makes up about one-third of the weighting in the CPI and is being watched closely by Fed officials.</p><p style=\"text-align: start;\">Used vehicle prices, a major contributor to the initial inflation surge in 2021, declined another 0.9% in March and are now down 11.2% year over year.</p><p style=\"text-align: start;\">Over the past year or so, the Fed has raised its benchmark interest rate nine times for a total of 4.75 percentage points, the fastest pace of tightening since the early 1980s. Officials initially dismissed inflation as transitory, expecting it to fall as pandemic-related factors dissipated, but were forced to play catch-up as price increases proved more durable.</p><p style=\"text-align: start;\">One key area the central bank has targeted is the labor market. A shortage of workers had helped push up wages and prices, a situation that has eased somewhat in recent months.</p><p style=\"text-align: start;\">In March, nonfarm payrolls increased by 236,000, the smallest gain since December 2020, and average hourly earnings rose at a 4.2% annual pace, the lowest level since June 2021.</p><p style=\"text-align: start;\">The Fed is hoping it can calibrate policy so that the slowdown it is trying to engineer in the labor market doesn’t tip the economy into recession. Gross domestic product growth is tracking at a 2.2% annualized pace in the first quarter, according to Atlanta Fed data, though many economists expect a contraction to come later in the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193998740","content_text":"Inflation cooled in March as the Federal Reserve’s interest rate increases showed more impact, the Labor Department reported Wednesday.The consumer price index, a widely followed measure of the costs for goods and services in the U.S. economy, rose 0.1% for the month against a Dow Jones estimate for 0.2%, and 5% from a year ago vs. the estimate of 5.2%.Excluding food and energy, core CPI increased 0.4% and 5.6% on an annual basis, both as expected.The data showed that while inflation is still well above where the Fed feels comfortable, it is at least showing continuing signs of decelerating. Policymakers target inflation around 2% as a healthy and sustainable growth level.A 3.5% drop in energy costs and an unchanged food index helped keep headline inflation in check.A 0.6% increase in shelter costs was the smallest gain since November, but still resulted in prices rising 8.2% on an annual basis. Shelter makes up about one-third of the weighting in the CPI and is being watched closely by Fed officials.Used vehicle prices, a major contributor to the initial inflation surge in 2021, declined another 0.9% in March and are now down 11.2% year over year.Over the past year or so, the Fed has raised its benchmark interest rate nine times for a total of 4.75 percentage points, the fastest pace of tightening since the early 1980s. Officials initially dismissed inflation as transitory, expecting it to fall as pandemic-related factors dissipated, but were forced to play catch-up as price increases proved more durable.One key area the central bank has targeted is the labor market. A shortage of workers had helped push up wages and prices, a situation that has eased somewhat in recent months.In March, nonfarm payrolls increased by 236,000, the smallest gain since December 2020, and average hourly earnings rose at a 4.2% annual pace, the lowest level since June 2021.The Fed is hoping it can calibrate policy so that the slowdown it is trying to engineer in the labor market doesn’t tip the economy into recession. Gross domestic product growth is tracking at a 2.2% annualized pace in the first quarter, according to Atlanta Fed data, though many economists expect a contraction to come later in the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942598267,"gmtCreate":1681251273359,"gmtModify":1681251276646,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942598267","repostId":"1129119494","repostType":2,"repost":{"id":"1129119494","pubTimestamp":1681224782,"share":"https://www.laohu8.com/m/news/1129119494?lang=&edition=full","pubTime":"2023-04-11 22:53","market":"us","language":"en","title":"Apple Stock: It's Way Worse Than I Thought","url":"https://stock-news.laohu8.com/highlight/detail?id=1129119494","media":"Seeking Alpha","summary":"SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I se","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Last time, I called Apple Inc.&#39;s earnings miss based on Samsung&#39;s operating data. Today, I see even more reason to expect Apple&#39;s failure for Q1 2023.</p></li><li><p>Samsung&#39;s Mobile Experience segment operating profit is guided to fall by ~34.5% YoY. Apple&#39;s revenue is projected to fall by just 5.91% YoY in Q1 2023.</p></li><li><p>At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical multiples for years to come.</p></li><li><p>CEO Tim Cook has sold part of his shares for the first time since mid-2021.</p></li><li><p>Based on this analysis, I anticipate that Apple&#39;s stock could decline by 19.5% this year. I&#39;m downgrading Apple Inc. stock to Sell.</p></li></ul><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb2b859c81022666d4118f05f93e6eb\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"563\"/></p><p></p><h2>Introduction</h2><p>I previously published my analysis of how <strong>Apple Inc.</strong> (NASDAQ:AAPL) and its results depend on the results of the company&#39;s largest competitor, Samsung (OTCPK:SSNLF). At that time, on February 1, 2022, I analyzed the Korean company&#39;s report and concluded that Apple will most likely not be able to beat analysts&#39; forecasts and that Apple CEO Tim Cook will likely disappoint investors with his guidance. As time has shown, that&#39;s precisely what happened. And that EPS miss has become the first one in recent years.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/baaff3a44a533af9d9a0b0ae168d7348\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"285\"/></p>It&#39;s been a little over 2 months since then, and all the while I have remained neutral on AAPL. The stock continued to rise - since that publication its total return amounted to 13.4% against the S&amp;P 500 Index (SP500) return of -0.34% as many began to seek a safe haven in mega-cap tech stocks.<p></p><p>At the moment, however, I see no reason to be optimistic - <strong>I can&#39;t even remain neutral anymore.</strong> In this article, I analyze Samsung&#39;s recent report and other key factors that led me to downgrade my previous Neutral rating to Sell. Let&#39;s dive in for more detail.</p><h2>Samsung Sends Apple Investors A Warning Message - Again</h2><p>The world&#39;s largest memory chips maker reported on Friday that its operating profit is going to fall more than 95% YoY to 0.5-0.7 trillion won (~$455 million) in Q1 2023, according to Seeking Alpha News. The last time Samsung’s semiconductor business saw such a loss was in Q1 2009, when the world was recovering from the 2008 financial crisis.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b6112dd2e3ef7d5564a780500ddc35\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"115\"/></p>Samsung has announced it will cut production of memory chip production due to continued weak demand. As South Korea&#39;s largest family-run conglomerate, Samsung contributes to more than 20% of the nation&#39;s GDP, and its economic struggles are worrisome. This is the second consecutive quarter of significant profit decline for Samsung. In Q4 2022, profits fell by nearly 70% due to the conflict in Ukraine and inflation.<p></p><p>On a positive note, Samsung&#39;s smartphone division may have helped mitigate some of the losses, the full extent of which will be elaborated on during the company&#39;s upcoming quarterly earnings call later this month. Samsung&#39;s Mobile Experience segment - the company’s smartphone division - reportedly earned profits of around KRW 3.3 trillion (~$2.5 billion), according to sammobile.com. However, everything is learned by comparison - if we compare this guidance with Q1 FY2022, it turns out that <strong>this positive operating profit is still ~34.55% lower than last year</strong> and ~43% lower than in Q1 2021:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ba25566e840227550e3ed15def35b8b\" alt=\"Samsung&#39;s Q1 2022 results, author&#39;s notes\" title=\"Samsung&#39;s Q1 2022 results, author&#39;s notes\" tg-width=\"640\" tg-height=\"369\"/><span>Samsung&#39;s Q1 2022 results, author&#39;s notes</span></p>Let me remind you that Samsung is Apple&#39;s closest competitor when it comes to smartphone sales, even though this segment accounts for only 34.55% of Samsung&#39;s total revenue [based on Q1 2022 data]. For Apple, the iPhone segment still accounts for about 52% despite all the company&#39;s attempts to diversify into Services in recent years.<p></p><p>In my opinion, there are 2 bad news pieces for Apple in the whole story with Samsung&#39;s Q1 2023 guidance. First, the Korean company&#39;s and its competitors&#39; attempts to cut chip production may point to the realization of a scenario I have long written about in my articles on Apple and other tech stocks - if their products are not a pressing need for consumers, <strong>the elasticity of demand to changes in the real incomes of the population will be quite high</strong>; as a result, smartphone sales will come under severe pressure - there is nothing to change them for if they still work. Especially if there is not much change in functionality. Yes, certain segments of the population are willing to cut corners on other costs just to get a new device - but we are talking about the majority here, not the minority. And the trend in chip production around the world suggests that manufacturers are preparing in advance for the consequences of this very high elasticity:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9089eb1e751853f396101a84c93e967\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"363\"/><span>Bloomberg</span></p><p></p><p>Second, Samsung&#39;s Mobile Experience segment itself shows a sharp decline in operating profit - a bad sign for Apple&#39;s main source of revenue.</p><h2>Apple Stock Valuation: The Earnings Dip Is Not Priced In</h2><p>While Samsung&#39;s Mobile Experience operating profit is expected to decline by up to 34.5% in Q1 2023, Apple stock is pricing in a slight deviation from its long-term EPS growth [-5.91% YoY], which looks like normal seasonality.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c158ad24716ac552811680c2d04b414\" alt=\"Seeking Alpha, author&#39;s notes\" title=\"Seeking Alpha, author&#39;s notes\" tg-width=\"640\" tg-height=\"327\"/><span>Seeking Alpha, author&#39;s notes</span></p><p></p><p>At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical valuation multiples. Below I give an example from a recent report by Bank of America analysts who first estimate the P/E multiple for FY2024 at 26 times and then explain that this is in line with the historical range of 9-34x with the median at 14x - in my opinion, the reader should have a sense of contradiction just from the very description of these assumptions.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b702266026e6c334728af3402f94cbf7\" alt=\"Seeking Alpha, author&#39;s notes\" title=\"Seeking Alpha, author&#39;s notes\" tg-width=\"640\" tg-height=\"251\"/><span>Seeking Alpha, author&#39;s notes</span></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45ed0f1f7f98c902c3421656a80c49c5\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"501\"/><span>Chart</span></p><p></p><p>Data by YCharts</p><p></p><blockquote>Our PO of $168 is based on ~26x our E2024 EPS of $6.30. Our target multiple compares to the long-term historical range of 9-34x (median 14x). We believe a multiple at the higher end of the historical range is justified given a large cash balance and opportunity to diversify into new end markets, increasing mix and diversity of services.Source: BofA&#39;s report as of April 5, 2023 [proprietary source]</blockquote><p><em>How can a year-end target multiple of ~26x be compared to the median of 14x?</em></p><p>I understand that there should be a premium for Apple being the largest tech company in the world with a huge moat and therefore part of the assets of most passive funds. But if we are going to put a premium based also on the large cash balance as BofA says, would not it be fair to also take into account the rate at which those cash piles have been depleted in recent years?</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f103d67be615f199657b3bbab74725fc\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p></p><p>Data by YCharts</p><p></p><p>I agree that Apple deserves a premium for being able to continue diversifying into Services - however, <strong>the current state of affairs in that segment is not the best, either</strong>, according to the same BofA report:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a259b6dface7eeceb6bc22a934d5080\" alt=\"BofA&#39;s report as of April 5, 2023 [proprietary source]\" title=\"BofA&#39;s report as of April 5, 2023 [proprietary source]\" tg-width=\"640\" tg-height=\"411\"/><span>BofA&#39;s report as of April 5, 2023 [proprietary source]</span></p><p></p><p style=\"text-align: left;\"><strong>BofA&#39;s report as of April 5, 2023 [proprietary source]</strong></p><p></p><p>The current situation reminds me of Q1 2022. Back then, a year ago, AAPL&#39;s implied P/E multiple rose to 28.22x while the stock price was around $174/share. The TTM EPS reached $6.15, which was a record high. After that, the multiple dropped to 22.5 by mid-2022, TTM EPS dropped just 10 cents [to $6.05], and the share price dropped to ~$136 [-22%]. I think today the risk of such a scenario repeating itself has risen sharply again - Q1 2023 results are unlikely to please investors, as is Tim Cook&#39;s presumably cautious guidance again.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c4d0f80a5edb8c45bf4229cc68f34a0\" alt=\"Macrotrends.net [author&#39;s notes]\" title=\"Macrotrends.net [author&#39;s notes]\" tg-width=\"640\" tg-height=\"495\"/><span>Macrotrends.net [author&#39;s notes]</span></p><p></p><p>By the way, a few words about Tim Cook - as an indirect confirmation of the high probability of my conclusions are his recent sales. On April 3, the CEO sold over $9 million worth of company stock at prices ranging from $165.41 to $165.845 per share. The last time Mr. Cook sold was in mid-2021. This coincided with another indirect confirmation of my conclusions about the impending multiple contraction due to weaker-than-expected operating results - the weekly chart of AAPL stock shows strong resistance from which a correction of at least ~16% looks quite likely:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2e8039897e007c092a477d345d651fa\" alt=\"TrendSpider Software, author&#39;s notes\" title=\"TrendSpider Software, author&#39;s notes\" tg-width=\"640\" tg-height=\"309\"/><span>TrendSpider Software, author&#39;s notes</span></p><p></p><h2>Your Takeaway</h2><p>Of course, I&#39;m sure that Apple Inc. is very well positioned for the long term. The company&#39;s loyal customer base is known to readily adopt new products and stay within the Apple ecosystem, which contributes to consistent revenue. Apple&#39;s innovative product pipeline, which includes iconic products such as the iPhone, iPad, and Apple Watch, often fuels investor optimism about the company&#39;s potential for breakthrough technologies. Diversifying revenue not only through hardware but also through services such as Apple Music, iCloud, Apple TV + and Apple Arcade helps minimize risk and generate multiple revenue streams. In addition, Apple&#39;s solid balance sheet and still-substantial cash reserves allow it to invest in R&amp;D, M&amp;A, and share buybacks, which has a positive impact on the stock price.</p><p>My revised Sell rating is based solely on tactical positioning, highlighting that the market has not yet adjusted to this information, or is choosing not to, despite common sense. Samsung&#39;s guidance, which proved to be worse than initially anticipated, serves as a reminder that Apple is not impervious to slowing demand and that the company may not always meet high expectations. The path to long-term success inevitably includes setbacks and crises, and it appears we are currently witnessing one of them.</p><p>I project Apple Inc.&#39;s P/E ratio to be around 23x by the end of FY2023, with a full-year EPS of $5.76 - a negative miss of 3.64% compared to the consensus [like in Q4 2022]. Based on this analysis, I anticipate that Apple Inc. stock could decline by 19.5% this year.</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 Stock: It's Way Worse Than I Thought</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 Stock: It's Way Worse Than I Thought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I see even more reason to expect Apple's failure for Q1 2023.Samsung's Mobile Experience segment ...</p>\n\n<a href=\"https://seekingalpha.com/article/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade\">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/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129119494","content_text":"SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I see even more reason to expect Apple's failure for Q1 2023.Samsung's Mobile Experience segment operating profit is guided to fall by ~34.5% YoY. Apple's revenue is projected to fall by just 5.91% YoY in Q1 2023.At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical multiples for years to come.CEO Tim Cook has sold part of his shares for the first time since mid-2021.Based on this analysis, I anticipate that Apple's stock could decline by 19.5% this year. I'm downgrading Apple Inc. stock to Sell.IntroductionI previously published my analysis of how Apple Inc. (NASDAQ:AAPL) and its results depend on the results of the company's largest competitor, Samsung (OTCPK:SSNLF). At that time, on February 1, 2022, I analyzed the Korean company's report and concluded that Apple will most likely not be able to beat analysts' forecasts and that Apple CEO Tim Cook will likely disappoint investors with his guidance. As time has shown, that's precisely what happened. And that EPS miss has become the first one in recent years.It's been a little over 2 months since then, and all the while I have remained neutral on AAPL. The stock continued to rise - since that publication its total return amounted to 13.4% against the S&P 500 Index (SP500) return of -0.34% as many began to seek a safe haven in mega-cap tech stocks.At the moment, however, I see no reason to be optimistic - I can't even remain neutral anymore. In this article, I analyze Samsung's recent report and other key factors that led me to downgrade my previous Neutral rating to Sell. Let's dive in for more detail.Samsung Sends Apple Investors A Warning Message - AgainThe world's largest memory chips maker reported on Friday that its operating profit is going to fall more than 95% YoY to 0.5-0.7 trillion won (~$455 million) in Q1 2023, according to Seeking Alpha News. The last time Samsung’s semiconductor business saw such a loss was in Q1 2009, when the world was recovering from the 2008 financial crisis.Samsung has announced it will cut production of memory chip production due to continued weak demand. As South Korea's largest family-run conglomerate, Samsung contributes to more than 20% of the nation's GDP, and its economic struggles are worrisome. This is the second consecutive quarter of significant profit decline for Samsung. In Q4 2022, profits fell by nearly 70% due to the conflict in Ukraine and inflation.On a positive note, Samsung's smartphone division may have helped mitigate some of the losses, the full extent of which will be elaborated on during the company's upcoming quarterly earnings call later this month. Samsung's Mobile Experience segment - the company’s smartphone division - reportedly earned profits of around KRW 3.3 trillion (~$2.5 billion), according to sammobile.com. However, everything is learned by comparison - if we compare this guidance with Q1 FY2022, it turns out that this positive operating profit is still ~34.55% lower than last year and ~43% lower than in Q1 2021:Samsung's Q1 2022 results, author's notesLet me remind you that Samsung is Apple's closest competitor when it comes to smartphone sales, even though this segment accounts for only 34.55% of Samsung's total revenue [based on Q1 2022 data]. For Apple, the iPhone segment still accounts for about 52% despite all the company's attempts to diversify into Services in recent years.In my opinion, there are 2 bad news pieces for Apple in the whole story with Samsung's Q1 2023 guidance. First, the Korean company's and its competitors' attempts to cut chip production may point to the realization of a scenario I have long written about in my articles on Apple and other tech stocks - if their products are not a pressing need for consumers, the elasticity of demand to changes in the real incomes of the population will be quite high; as a result, smartphone sales will come under severe pressure - there is nothing to change them for if they still work. Especially if there is not much change in functionality. Yes, certain segments of the population are willing to cut corners on other costs just to get a new device - but we are talking about the majority here, not the minority. And the trend in chip production around the world suggests that manufacturers are preparing in advance for the consequences of this very high elasticity:BloombergSecond, Samsung's Mobile Experience segment itself shows a sharp decline in operating profit - a bad sign for Apple's main source of revenue.Apple Stock Valuation: The Earnings Dip Is Not Priced InWhile Samsung's Mobile Experience operating profit is expected to decline by up to 34.5% in Q1 2023, Apple stock is pricing in a slight deviation from its long-term EPS growth [-5.91% YoY], which looks like normal seasonality.Seeking Alpha, author's notesAt the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical valuation multiples. Below I give an example from a recent report by Bank of America analysts who first estimate the P/E multiple for FY2024 at 26 times and then explain that this is in line with the historical range of 9-34x with the median at 14x - in my opinion, the reader should have a sense of contradiction just from the very description of these assumptions.Seeking Alpha, author's notesChartData by YChartsOur PO of $168 is based on ~26x our E2024 EPS of $6.30. Our target multiple compares to the long-term historical range of 9-34x (median 14x). We believe a multiple at the higher end of the historical range is justified given a large cash balance and opportunity to diversify into new end markets, increasing mix and diversity of services.Source: BofA's report as of April 5, 2023 [proprietary source]How can a year-end target multiple of ~26x be compared to the median of 14x?I understand that there should be a premium for Apple being the largest tech company in the world with a huge moat and therefore part of the assets of most passive funds. But if we are going to put a premium based also on the large cash balance as BofA says, would not it be fair to also take into account the rate at which those cash piles have been depleted in recent years?ChartData by YChartsI agree that Apple deserves a premium for being able to continue diversifying into Services - however, the current state of affairs in that segment is not the best, either, according to the same BofA report:BofA's report as of April 5, 2023 [proprietary source]BofA's report as of April 5, 2023 [proprietary source]The current situation reminds me of Q1 2022. Back then, a year ago, AAPL's implied P/E multiple rose to 28.22x while the stock price was around $174/share. The TTM EPS reached $6.15, which was a record high. After that, the multiple dropped to 22.5 by mid-2022, TTM EPS dropped just 10 cents [to $6.05], and the share price dropped to ~$136 [-22%]. I think today the risk of such a scenario repeating itself has risen sharply again - Q1 2023 results are unlikely to please investors, as is Tim Cook's presumably cautious guidance again.Macrotrends.net [author's notes]By the way, a few words about Tim Cook - as an indirect confirmation of the high probability of my conclusions are his recent sales. On April 3, the CEO sold over $9 million worth of company stock at prices ranging from $165.41 to $165.845 per share. The last time Mr. Cook sold was in mid-2021. This coincided with another indirect confirmation of my conclusions about the impending multiple contraction due to weaker-than-expected operating results - the weekly chart of AAPL stock shows strong resistance from which a correction of at least ~16% looks quite likely:TrendSpider Software, author's notesYour TakeawayOf course, I'm sure that Apple Inc. is very well positioned for the long term. The company's loyal customer base is known to readily adopt new products and stay within the Apple ecosystem, which contributes to consistent revenue. Apple's innovative product pipeline, which includes iconic products such as the iPhone, iPad, and Apple Watch, often fuels investor optimism about the company's potential for breakthrough technologies. Diversifying revenue not only through hardware but also through services such as Apple Music, iCloud, Apple TV + and Apple Arcade helps minimize risk and generate multiple revenue streams. In addition, Apple's solid balance sheet and still-substantial cash reserves allow it to invest in R&D, M&A, and share buybacks, which has a positive impact on the stock price.My revised Sell rating is based solely on tactical positioning, highlighting that the market has not yet adjusted to this information, or is choosing not to, despite common sense. Samsung's guidance, which proved to be worse than initially anticipated, serves as a reminder that Apple is not impervious to slowing demand and that the company may not always meet high expectations. The path to long-term success inevitably includes setbacks and crises, and it appears we are currently witnessing one of them.I project Apple Inc.'s P/E ratio to be around 23x by the end of FY2023, with a full-year EPS of $5.76 - a negative miss of 3.64% compared to the consensus [like in Q4 2022]. Based on this analysis, I anticipate that Apple Inc. stock could decline by 19.5% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942598627,"gmtCreate":1681251257670,"gmtModify":1681251262562,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942598627","repostId":"1116529806","repostType":2,"repost":{"id":"1116529806","pubTimestamp":1681216371,"share":"https://www.laohu8.com/m/news/1116529806?lang=&edition=full","pubTime":"2023-04-11 20:32","market":"us","language":"en","title":"It's Almost Time To Load Up On Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1116529806","media":"Seeking Alpha","summary":"SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla, Inc.&#39;s massive rally has consolidated for months now.</p></li><li><p>I see some reasons for caution at the moment, but remain longer-term bullish.</p></li><li><p>Risk/reward here is terrific if you use stops prudently.</p></li></ul><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"563\"/></p>Growth stocks have been absolutely outstanding so far this year, after being truly awful for most of 2022. My viewpoint on the U.S. market for 2023 is quite bullish, and that’s predicated on growth and tech continuing to outperform. We’ll see consolidation periods and selloffs, of course, but I maintain that we’ll see much higher prices in the U.S. equity markets at the end of this year than where we started.<p></p><p>Perhaps the most followed growth stock is <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), and the last time I covered the stock was about seven months ago. Much has occurred since then, to say the least. TSLA stock went to a well-publicized low of $101, but quite swiftly <em>doubled</em> off of that low. It’s one of the best performing stocks in the U.S. market so far this year, which is incredible given its size.</p><p>The stock has been consolidating since the high, and we’ll touch on that below. However, so long as we hold the zone of support below, I’m maintaining my buy rating on Tesla. I’m not uber-bullish right now, but I still believe the medium and long-term trajectory is higher.</p><h2>Charting the course</h2><p>We’ll begin as we always do, with the chart. Tesla is in a consolidatory phase right now, having lost key moving average support in recent days.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bd969b308166473c523851a9fe245ed\" alt=\"Chart\" title=\"Chart\" tg-width=\"640\" tg-height=\"714\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\"><strong>StockCharts</strong></p><p></p><p>We have three local tops, which I’ve connected with the blue line above. There are lower highs being made, and there’s very strong support in the area of ~$165, which <em>has </em>to hold for the bulls; if that level is lost, look out below for a potential test of $100. I don’t think that’s going to happen, but I would not recommend Tesla should it lose that support level.</p><p>I mentioned the moving average support that was lost, and you can see where the rising 50-day simple moving average in blue above was used as support in early March. That line was lost a few days ago, and the stock fell further after losing it. This is not a bullish development and it’s giving me pause in terms of wanting to run out and buy the stock.</p><p>The accumulation/distribution line still looks outstanding, and very bullish. It measures whether big institutional money is buying dips or selling rips, and we are firmly in the former category for Tesla. That’s a bullish sign that the stock is being accumulated, which tends to indicate longer-term bullishness.</p><p>The 14-day RSI looks good as it continues to hold the 40 level, which is bull market behavior. The PPO is also testing the centerline, and we’ll need to see a bounce fairly soon to keep that bullishness alive.</p><p>To sum this up, given the loss of the moving average support, and lower highs being made, I would not be surprised to see a test of the $165 area. Should that occur, Tesla would be a great buy as the risk/reward would be outstanding. For now, it’s in no-man’s land.</p><p>The bottom panel has the stock’s correlation to the 10-year Treasury yield, which is key given the rate environment we’re in today. We can see Tesla’s long-term correlation to the 10-year Treasury is highly negative, which means 10-year Treasury yields and Tesla stock move in different directions. This makes perfect sense as higher rates mean lower valuations for growth stocks, and vice versa. Given that, it makes sense to look at yields, and we’ll do that now.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df23caaa9d1b39024f979a6cda4535bb\" alt=\"Chart\" title=\"Chart\" tg-width=\"640\" tg-height=\"517\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\"><strong>StockCharts</strong></p><p></p><p>The 10-year is testing absolutely critical support in the area of 3.3%, and given the look of momentum, I would be absolutely shocked if we don’t get a breakdown of yield, which is the same thing as a breakout of price, given price and yield move inversely. Point being, if I’m right about the direction of rates, Tesla and other growth stocks should do very well indeed.</p><h2>Fundamentals a mixed bag</h2><p>We all know the automakers are struggling with supply chain issues, and have been for some time. Of course, there are plenty of industries still grappling with the challenges that COVID presented across the globe. That means there are still wait times across the industry for various types of vehicles, dealer lots remain under-inventoried compared to pre-COVID norms, and rising loan interest rates that are crimping consumers’ ability to pay.</p><p>It is, perhaps, no wonder that estimates have come down for Tesla from a revenue perspective in recent months.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6db56943296955b720ccc22605349e2\" alt=\"vehicle deliveries\" title=\"vehicle deliveries\" tg-width=\"488\" tg-height=\"663\"/><span>vehicle deliveries</span></p><p></p><p style=\"text-align: left;\"><strong>Investor presentation</strong></p><p></p><p>Tesla has seen dips and pauses in vehicle delivery numbers in the past, but it appears to my eye that another one is a low probability. The company is seeing massive growth in China, as well as continuing to play around with U.S. pricing of its models. Much digital ink has been spilled about pricing actions from Tesla, but it seems pretty clear to me that these actions are being done out of a position of strength, not weakness.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3aa5e5e33f385e932756392920212de\" alt=\"market share\" title=\"market share\" tg-width=\"640\" tg-height=\"303\"/><span>market share</span></p><p></p><p style=\"text-align: left;\"><strong>Investor presentation</strong></p><p></p><p>So long as these lines move up and to the right, I’m not bothered with pricing actions. Every firm in every industry wants market share gains, and Tesla has them.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd8229ac2f452d6c4265fab68ea84bb9\" alt=\"revenue revisions\" title=\"revenue revisions\" tg-width=\"640\" tg-height=\"220\"/><span>revenue revisions</span></p><p></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>That being said, revenue estimates are headed lower in the past several months, which is less than ideal. So long as revenue estimates are falling, the stock may struggle to make a significant move higher. However, if/when they do turn higher again, look out above in terms of the stock price.</p><p>I normally would place more weight on revenue estimates, except that Tesla’s margin profile has continued to get better and better over time. What that means is that it is in a position to generate higher profitability on each dollar of revenue, and gives it the freedom to do things like cut prices. As I said, strength, not weakness.</p><p>Below, we have gross and operating margins on a trailing-twelve-months basis for the past few years for some context.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16a5716422a4230b2d626cd03ab40b35\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"185\"/></p>Both have moved sharply higher over time, but what’s interesting is that operating margins have continued to grow while gross margins have actually declined in recent quarters. In the first quarter of 2022, gross margins were 27.1% of revenue, while operating margins were 15.5%. That’s a difference of 11.6%. The most recent quarter (with fresh earnings due out in a couple of weeks) was 25.6% and 16.8%, respectively. That’s a difference of 8.8%, which means the gap between operating margin and gross margin is contracting fairly rapidly. That’s an excellent development as it means that each dollar of revenue is becoming more profitable, <em>despite declining gross margins</em>. Imagine what would happen should the company focus on building gross margins again.<p></p><p>Regardless of whether the company continues to focus on market share, or decides to go after more margin, the future is bright and be in no doubt; pricing actions are being done from a position of strength.</p><h2>Cash is king</h2><p>One problem Tesla used to have – and one that I was very concerned about a few years ago – is cash burn. We all know Tesla expanded extremely rapidly over the past few years, which takes cash. However, not only does the company not burn cash any longer, but its balance sheet is absolutely outstanding.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c719393fec512ae018e4c836fbc4def\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"184\"/></p>Net debt is now down to a net cash position of more than $16 billion, which has numerous benefits. Tesla no longer needs to borrow money or issue stock to fund development. It can make acquisitions, it can invest that cash for additional income, or it can expand at whatever pace it deems necessary. That includes things like rapid expansion of gigafactories, development and refinement of new and existing models, etc. Cash used to be the single biggest issue for Tesla, but now is a massive source of strength.<p></p><p>How has Tesla built a fortress balance sheet? Free cash flow (&#34;FCF&#34;).</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d1a3f6a321d63b4d9ce1cf8d2a4cce6\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"360\"/></p>TTM FCF is up to $7+ billion, and FCF margin is consistently in the area of 9% to 11% of revenue. These are terrific numbers, and judging by the build in cash on the balance sheet – which is happening simultaneously with factory expansion globally – it’s more than sufficient. Should these numbers decline over time, concern will reign again. But I see no cause for concern here.<p></p><p>Finally, let’s take a look at EPS estimates, which, like revenue, don’t exactly look that great.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/996a5c22b8f9ff33f0550deb49ce1a5b\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"221\"/></p>EPS estimates have come way down since late last year, but have plateaued. Is that it in terms of downward revisions? Time will tell, but anyone that’s familiar with my work knows I very much prefer rising EPS and revenue estimates. We don’t have that here, and that’s why I’m more cautious than I normally would be.<p></p><h2>A look at valuations</h2><p>Let’s start the valuation conversation with price to sales, which we have below for the past three years on a forward basis.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/769ab0ae3f0e5ce9168c55cbb27da5e1\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"215\"/></p>Today’s forward P/S ratio is 5.7X, which is very near the bottom of the range. We could argue the days of 19X forward sales were frothy, and they almost certainly were. But the point stands that – from my perspective – Tesla is stronger than ever in many ways, while sporting what can only be considered a low forward P/S ratio.<p></p><p>Similarly, the forward P/E ratio just continues to fall, as the stock is seeing 46X forward earnings today, compared to an average of 110X in the past three years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfed176bb7172af777a5dd39de6d86b9\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"214\"/></p>I’m not going to try to convince anyone that 48X forward earnings is cheap, because we all have our own feelings on relative value. I’m also not going to value Tesla like a traditional automaker, because it isn’t one, and that’s a pointless exercise. I will, however, value the stock against its own historical tendencies, and just like revenue, I cannot see how Tesla, Inc. stock shouldn’t be considered reasonably valued at worst here.<p></p><p>Do I think we’ll see 110X forward earnings again? No. Is there upside potential to 60X or 70X? If I’m right about lower interest rates and a tech/growth bull market, then absolutely there is. For me, that’s the consideration. If we get a bull market in tech and growth this year, more so than what we’ve already seen, stocks like Tesla have enormous upside potential. If I’m wrong, you have the $165 area where you can stop out and take your loss. From a risk/reward perspective, we’re looking at Tesla, Inc. perhaps $20 on the downside, but ~$60 to the upside given $4 in EPS estimates times a 60 forward P/E.</p><p>I can already hear the laughing of value investors scoffing at the idea, but I follow the money, and it looks to me like Tesla, Inc. is attracting it in a big way. I’m maintaining my buy rating on Tesla stock, but am refraining from a strong buy given some of the concerns listed above. The closer we get to $165, the better the buy.</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>It's Almost Time To Load Up On Tesla</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\">\nIt's Almost Time To Load Up On Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at the moment, but remain longer-term bullish.Risk/reward here is terrific if you use stops prudently....</p>\n\n<a href=\"https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1116529806","content_text":"SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at the moment, but remain longer-term bullish.Risk/reward here is terrific if you use stops prudently.Growth stocks have been absolutely outstanding so far this year, after being truly awful for most of 2022. My viewpoint on the U.S. market for 2023 is quite bullish, and that’s predicated on growth and tech continuing to outperform. We’ll see consolidation periods and selloffs, of course, but I maintain that we’ll see much higher prices in the U.S. equity markets at the end of this year than where we started.Perhaps the most followed growth stock is Tesla, Inc. (NASDAQ:TSLA), and the last time I covered the stock was about seven months ago. Much has occurred since then, to say the least. TSLA stock went to a well-publicized low of $101, but quite swiftly doubled off of that low. It’s one of the best performing stocks in the U.S. market so far this year, which is incredible given its size.The stock has been consolidating since the high, and we’ll touch on that below. However, so long as we hold the zone of support below, I’m maintaining my buy rating on Tesla. I’m not uber-bullish right now, but I still believe the medium and long-term trajectory is higher.Charting the courseWe’ll begin as we always do, with the chart. Tesla is in a consolidatory phase right now, having lost key moving average support in recent days.ChartStockChartsWe have three local tops, which I’ve connected with the blue line above. There are lower highs being made, and there’s very strong support in the area of ~$165, which has to hold for the bulls; if that level is lost, look out below for a potential test of $100. I don’t think that’s going to happen, but I would not recommend Tesla should it lose that support level.I mentioned the moving average support that was lost, and you can see where the rising 50-day simple moving average in blue above was used as support in early March. That line was lost a few days ago, and the stock fell further after losing it. This is not a bullish development and it’s giving me pause in terms of wanting to run out and buy the stock.The accumulation/distribution line still looks outstanding, and very bullish. It measures whether big institutional money is buying dips or selling rips, and we are firmly in the former category for Tesla. That’s a bullish sign that the stock is being accumulated, which tends to indicate longer-term bullishness.The 14-day RSI looks good as it continues to hold the 40 level, which is bull market behavior. The PPO is also testing the centerline, and we’ll need to see a bounce fairly soon to keep that bullishness alive.To sum this up, given the loss of the moving average support, and lower highs being made, I would not be surprised to see a test of the $165 area. Should that occur, Tesla would be a great buy as the risk/reward would be outstanding. For now, it’s in no-man’s land.The bottom panel has the stock’s correlation to the 10-year Treasury yield, which is key given the rate environment we’re in today. We can see Tesla’s long-term correlation to the 10-year Treasury is highly negative, which means 10-year Treasury yields and Tesla stock move in different directions. This makes perfect sense as higher rates mean lower valuations for growth stocks, and vice versa. Given that, it makes sense to look at yields, and we’ll do that now.ChartStockChartsThe 10-year is testing absolutely critical support in the area of 3.3%, and given the look of momentum, I would be absolutely shocked if we don’t get a breakdown of yield, which is the same thing as a breakout of price, given price and yield move inversely. Point being, if I’m right about the direction of rates, Tesla and other growth stocks should do very well indeed.Fundamentals a mixed bagWe all know the automakers are struggling with supply chain issues, and have been for some time. Of course, there are plenty of industries still grappling with the challenges that COVID presented across the globe. That means there are still wait times across the industry for various types of vehicles, dealer lots remain under-inventoried compared to pre-COVID norms, and rising loan interest rates that are crimping consumers’ ability to pay.It is, perhaps, no wonder that estimates have come down for Tesla from a revenue perspective in recent months.vehicle deliveriesInvestor presentationTesla has seen dips and pauses in vehicle delivery numbers in the past, but it appears to my eye that another one is a low probability. The company is seeing massive growth in China, as well as continuing to play around with U.S. pricing of its models. Much digital ink has been spilled about pricing actions from Tesla, but it seems pretty clear to me that these actions are being done out of a position of strength, not weakness.market shareInvestor presentationSo long as these lines move up and to the right, I’m not bothered with pricing actions. Every firm in every industry wants market share gains, and Tesla has them.revenue revisionsSeeking AlphaThat being said, revenue estimates are headed lower in the past several months, which is less than ideal. So long as revenue estimates are falling, the stock may struggle to make a significant move higher. However, if/when they do turn higher again, look out above in terms of the stock price.I normally would place more weight on revenue estimates, except that Tesla’s margin profile has continued to get better and better over time. What that means is that it is in a position to generate higher profitability on each dollar of revenue, and gives it the freedom to do things like cut prices. As I said, strength, not weakness.Below, we have gross and operating margins on a trailing-twelve-months basis for the past few years for some context.Both have moved sharply higher over time, but what’s interesting is that operating margins have continued to grow while gross margins have actually declined in recent quarters. In the first quarter of 2022, gross margins were 27.1% of revenue, while operating margins were 15.5%. That’s a difference of 11.6%. The most recent quarter (with fresh earnings due out in a couple of weeks) was 25.6% and 16.8%, respectively. That’s a difference of 8.8%, which means the gap between operating margin and gross margin is contracting fairly rapidly. That’s an excellent development as it means that each dollar of revenue is becoming more profitable, despite declining gross margins. Imagine what would happen should the company focus on building gross margins again.Regardless of whether the company continues to focus on market share, or decides to go after more margin, the future is bright and be in no doubt; pricing actions are being done from a position of strength.Cash is kingOne problem Tesla used to have – and one that I was very concerned about a few years ago – is cash burn. We all know Tesla expanded extremely rapidly over the past few years, which takes cash. However, not only does the company not burn cash any longer, but its balance sheet is absolutely outstanding.Net debt is now down to a net cash position of more than $16 billion, which has numerous benefits. Tesla no longer needs to borrow money or issue stock to fund development. It can make acquisitions, it can invest that cash for additional income, or it can expand at whatever pace it deems necessary. That includes things like rapid expansion of gigafactories, development and refinement of new and existing models, etc. Cash used to be the single biggest issue for Tesla, but now is a massive source of strength.How has Tesla built a fortress balance sheet? Free cash flow (\"FCF\").TTM FCF is up to $7+ billion, and FCF margin is consistently in the area of 9% to 11% of revenue. These are terrific numbers, and judging by the build in cash on the balance sheet – which is happening simultaneously with factory expansion globally – it’s more than sufficient. Should these numbers decline over time, concern will reign again. But I see no cause for concern here.Finally, let’s take a look at EPS estimates, which, like revenue, don’t exactly look that great.EPS estimates have come way down since late last year, but have plateaued. Is that it in terms of downward revisions? Time will tell, but anyone that’s familiar with my work knows I very much prefer rising EPS and revenue estimates. We don’t have that here, and that’s why I’m more cautious than I normally would be.A look at valuationsLet’s start the valuation conversation with price to sales, which we have below for the past three years on a forward basis.Today’s forward P/S ratio is 5.7X, which is very near the bottom of the range. We could argue the days of 19X forward sales were frothy, and they almost certainly were. But the point stands that – from my perspective – Tesla is stronger than ever in many ways, while sporting what can only be considered a low forward P/S ratio.Similarly, the forward P/E ratio just continues to fall, as the stock is seeing 46X forward earnings today, compared to an average of 110X in the past three years.I’m not going to try to convince anyone that 48X forward earnings is cheap, because we all have our own feelings on relative value. I’m also not going to value Tesla like a traditional automaker, because it isn’t one, and that’s a pointless exercise. I will, however, value the stock against its own historical tendencies, and just like revenue, I cannot see how Tesla, Inc. stock shouldn’t be considered reasonably valued at worst here.Do I think we’ll see 110X forward earnings again? No. Is there upside potential to 60X or 70X? If I’m right about lower interest rates and a tech/growth bull market, then absolutely there is. For me, that’s the consideration. If we get a bull market in tech and growth this year, more so than what we’ve already seen, stocks like Tesla have enormous upside potential. If I’m wrong, you have the $165 area where you can stop out and take your loss. From a risk/reward perspective, we’re looking at Tesla, Inc. perhaps $20 on the downside, but ~$60 to the upside given $4 in EPS estimates times a 60 forward P/E.I can already hear the laughing of value investors scoffing at the idea, but I follow the money, and it looks to me like Tesla, Inc. is attracting it in a big way. I’m maintaining my buy rating on Tesla stock, but am refraining from a strong buy given some of the concerns listed above. The closer we get to $165, the better the buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942189281,"gmtCreate":1681161674944,"gmtModify":1681161678349,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942189281","repostId":"1144986920","repostType":4,"repost":{"id":"1144986920","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":1681133488,"share":"https://www.laohu8.com/m/news/1144986920?lang=&edition=full","pubTime":"2023-04-10 21:31","market":"us","language":"en","title":"Stocks Fall to Start the Week as Investors’ Recession Fears Grow","url":"https://stock-news.laohu8.com/highlight/detail?id=1144986920","media":"Tiger Newspress","summary":"Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key in","content":"<html><head></head><body><p>Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&amp;P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.</p><p style=\"text-align: start;\">Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.</p><p style=\"text-align: start;\">Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.</p><p style=\"text-align: start;\">Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.</p><p style=\"text-align: start;\">The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.</p><p style=\"text-align: start;\">“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.</p><p style=\"text-align: start;\">Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.</p><p style=\"text-align: start;\">“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.</p><p style=\"text-align: start;\">They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.</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>Stocks Fall to Start the Week as Investors’ Recession Fears Grow</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\">\nStocks Fall to Start the Week as Investors’ Recession Fears Grow\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\">2023-04-10 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&amp;P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.</p><p style=\"text-align: start;\">Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.</p><p style=\"text-align: start;\">Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.</p><p style=\"text-align: start;\">Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.</p><p style=\"text-align: start;\">The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.</p><p style=\"text-align: start;\">“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.</p><p style=\"text-align: start;\">Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.</p><p style=\"text-align: start;\">“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.</p><p style=\"text-align: start;\">They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144986920","content_text":"Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942189833,"gmtCreate":1681161643123,"gmtModify":1681161646720,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942189833","repostId":"1187260837","repostType":4,"repost":{"id":"1187260837","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":1681133738,"share":"https://www.laohu8.com/m/news/1187260837?lang=&edition=full","pubTime":"2023-04-10 21:35","market":"us","language":"en","title":"Tesla's Stock Slumped 4% after Slowing in China Auto Sales in March","url":"https://stock-news.laohu8.com/highlight/detail?id=1187260837","media":"Tiger Newspress","summary":"Tesla's stock slumped 4% after slowing in China auto sales in March.Tesla's stock sank 10.8% over th","content":"<html><head></head><body><p>Tesla&#39;s stock slumped 4% after slowing in China auto sales in March.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb7799c1b6ea9207f9ac2f0d948ea76e\" tg-width=\"826\" tg-height=\"839\"/></p>Tesla&#39;s stock sank 10.8% over the past four sessions, and a fifth straight loss would represent the longest losing streak since the seven-day loss streak that ended Dec. 27, 2022.<p></p><p>The China Passenger Car Association said overnight that passenger cars sold in China in March rose 0.3% to 1.59 million, compared with 10.4% growth in February, according to a Dow Jones Newswires report.</p><p>Sales for the first quarter dropped 13.4% from a year ago, as January sales plunged 38%, the report said. Tesla recorded $18.15 billion in revenue from China in 2022, or 22.3% of total sales.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Stock Slumped 4% after Slowing in China Auto Sales in 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\">\nTesla's Stock Slumped 4% after Slowing in China Auto Sales in March\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\">2023-04-10 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla&#39;s stock slumped 4% after slowing in China auto sales in March.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb7799c1b6ea9207f9ac2f0d948ea76e\" tg-width=\"826\" tg-height=\"839\"/></p>Tesla&#39;s stock sank 10.8% over the past four sessions, and a fifth straight loss would represent the longest losing streak since the seven-day loss streak that ended Dec. 27, 2022.<p></p><p>The China Passenger Car Association said overnight that passenger cars sold in China in March rose 0.3% to 1.59 million, compared with 10.4% growth in February, according to a Dow Jones Newswires report.</p><p>Sales for the first quarter dropped 13.4% from a year ago, as January sales plunged 38%, the report said. Tesla recorded $18.15 billion in revenue from China in 2022, or 22.3% of total sales.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187260837","content_text":"Tesla's stock slumped 4% after slowing in China auto sales in March.Tesla's stock sank 10.8% over the past four sessions, and a fifth straight loss would represent the longest losing streak since the seven-day loss streak that ended Dec. 27, 2022.The China Passenger Car Association said overnight that passenger cars sold in China in March rose 0.3% to 1.59 million, compared with 10.4% growth in February, according to a Dow Jones Newswires report.Sales for the first quarter dropped 13.4% from a year ago, as January sales plunged 38%, the report said. Tesla recorded $18.15 billion in revenue from China in 2022, or 22.3% of total sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942189127,"gmtCreate":1681161624369,"gmtModify":1681161627878,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942189127","repostId":"1191855219","repostType":2,"repost":{"id":"1191855219","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":1681133902,"share":"https://www.laohu8.com/m/news/1191855219?lang=&edition=full","pubTime":"2023-04-10 21:38","market":"us","language":"en","title":"Micron Shares Jumped 7.6% as Samsung Cuts Chip Output","url":"https://stock-news.laohu8.com/highlight/detail?id=1191855219","media":"Tiger Newspress","summary":"Micron shares jumped 7.6% as Samsung cuts chip output.The announcement by the world’s biggest memory","content":"<html><head></head><body><p>Micron shares jumped 7.6% as Samsung cuts chip output.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d5fee9ccb56bee3c873e4190ed12755\" tg-width=\"844\" tg-height=\"843\"/></p>The announcement by the world’s biggest memory chip maker follows Micron’s (ticker: MU) own cuts to production and capital expenditure. The second-largest memory chip maker SK Hynix (000660.South Korea) has also slashed capital expenditure for 2023.<p></p><p>Citi analysts said Samsung’s (005930.South Korea) cut is a “huge positive” for the DRAM (dynamic random access memory) industry, noting that the South Korean company accounts for roughly half the entire market.</p><p>All the pieces are now in place for a recovery later in the year, they said in a note Monday, reiterating a Buy rating on Micron, with a target price of $75.</p><p>“When combined with Micron and Hynix’s production and capex cuts, [it] should help ensure a DRAM recovery beginning in the second half of 2023,” analysts, led by Christoper Danely said in a note Monday.</p><p></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>Micron Shares Jumped 7.6% as Samsung Cuts Chip Output</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\">\nMicron Shares Jumped 7.6% as Samsung Cuts Chip Output\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\">2023-04-10 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Micron shares jumped 7.6% as Samsung cuts chip output.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d5fee9ccb56bee3c873e4190ed12755\" tg-width=\"844\" tg-height=\"843\"/></p>The announcement by the world’s biggest memory chip maker follows Micron’s (ticker: MU) own cuts to production and capital expenditure. The second-largest memory chip maker SK Hynix (000660.South Korea) has also slashed capital expenditure for 2023.<p></p><p>Citi analysts said Samsung’s (005930.South Korea) cut is a “huge positive” for the DRAM (dynamic random access memory) industry, noting that the South Korean company accounts for roughly half the entire market.</p><p>All the pieces are now in place for a recovery later in the year, they said in a note Monday, reiterating a Buy rating on Micron, with a target price of $75.</p><p>“When combined with Micron and Hynix’s production and capex cuts, [it] should help ensure a DRAM recovery beginning in the second half of 2023,” analysts, led by Christoper Danely said in a note Monday.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","SSNLF":"三星电子"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191855219","content_text":"Micron shares jumped 7.6% as Samsung cuts chip output.The announcement by the world’s biggest memory chip maker follows Micron’s (ticker: MU) own cuts to production and capital expenditure. The second-largest memory chip maker SK Hynix (000660.South Korea) has also slashed capital expenditure for 2023.Citi analysts said Samsung’s (005930.South Korea) cut is a “huge positive” for the DRAM (dynamic random access memory) industry, noting that the South Korean company accounts for roughly half the entire market.All the pieces are now in place for a recovery later in the year, they said in a note Monday, reiterating a Buy rating on Micron, with a target price of $75.“When combined with Micron and Hynix’s production and capex cuts, [it] should help ensure a DRAM recovery beginning in the second half of 2023,” analysts, led by Christoper Danely said in a note Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942189356,"gmtCreate":1681161597176,"gmtModify":1681161600972,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942189356","repostId":"1196708444","repostType":2,"repost":{"id":"1196708444","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":1681134259,"share":"https://www.laohu8.com/m/news/1196708444?lang=&edition=full","pubTime":"2023-04-10 21:44","market":"us","language":"en","title":"TSMC Shares Slumped 3.5% after Posting First Revenue Drop in Nearly Four Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1196708444","media":"Tiger Newspress","summary":"TSMC shares slumped 3.5% after posting first revenue drop in nearly four years.Taiwan Semiconductor ","content":"<html><head></head><body><p>TSMC shares slumped 3.5% after posting first revenue drop in nearly four years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20d7303fde79c77e7367201e47ca96b7\" tg-width=\"846\" tg-height=\"842\"/></p>Taiwan Semiconductor Manufacturing Co. said Monday that its revenue fell 15% in March from a year earlier, marking the first drop in nearly four years.<p></p><p>TSMC (2330.TW) said that revenue fell to 145.41 billion new Taiwan dollars (US$4.78 billion) from NT$171.97 billion in March 2022. That is its first monthly revenue fall since May 2019.</p><p>First-quarter revenue rose 3.6% from a year earlier to NT$508.63 billion (US$16.73 billion).</p><p>In January, TSMC Chief Financial Officer Wendell Huang had said that business in the first quarter would likely be affected by softness in end-market demand and customers&#39; inventory adjustment as macroeconomic conditions remained weak.</p><p>TSMC had projected first-quarter revenue of between US$16.7 billion and US$17.5 billion, down from US$19.93 billion in the fourth quarter.</p><p></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>TSMC Shares Slumped 3.5% after Posting First Revenue Drop in Nearly Four Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Shares Slumped 3.5% after Posting First Revenue Drop in Nearly Four Years\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\">2023-04-10 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC shares slumped 3.5% after posting first revenue drop in nearly four years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20d7303fde79c77e7367201e47ca96b7\" tg-width=\"846\" tg-height=\"842\"/></p>Taiwan Semiconductor Manufacturing Co. said Monday that its revenue fell 15% in March from a year earlier, marking the first drop in nearly four years.<p></p><p>TSMC (2330.TW) said that revenue fell to 145.41 billion new Taiwan dollars (US$4.78 billion) from NT$171.97 billion in March 2022. That is its first monthly revenue fall since May 2019.</p><p>First-quarter revenue rose 3.6% from a year earlier to NT$508.63 billion (US$16.73 billion).</p><p>In January, TSMC Chief Financial Officer Wendell Huang had said that business in the first quarter would likely be affected by softness in end-market demand and customers&#39; inventory adjustment as macroeconomic conditions remained weak.</p><p>TSMC had projected first-quarter revenue of between US$16.7 billion and US$17.5 billion, down from US$19.93 billion in the fourth quarter.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196708444","content_text":"TSMC shares slumped 3.5% after posting first revenue drop in nearly four years.Taiwan Semiconductor Manufacturing Co. said Monday that its revenue fell 15% in March from a year earlier, marking the first drop in nearly four years.TSMC (2330.TW) said that revenue fell to 145.41 billion new Taiwan dollars (US$4.78 billion) from NT$171.97 billion in March 2022. That is its first monthly revenue fall since May 2019.First-quarter revenue rose 3.6% from a year earlier to NT$508.63 billion (US$16.73 billion).In January, TSMC Chief Financial Officer Wendell Huang had said that business in the first quarter would likely be affected by softness in end-market demand and customers' inventory adjustment as macroeconomic conditions remained weak.TSMC had projected first-quarter revenue of between US$16.7 billion and US$17.5 billion, down from US$19.93 billion in the fourth quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}