Yoshizawa personal page - To The Moon

Yoshizawa

Yoshizawa

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2023-08-08

$美元/日元(USDJPY.FOREX)$

2023-05-12

$ARMOUR住宅房地产公司(ARR)$ $ARMOUR住宅房地产公司(ARR)$

2022-07-11

nice

二季度财报季“凶多吉少”？美股“大考”来了！

2022-06-13

okey

Sorry, the original content has been removed

2022-06-02

nice

@中国基金报:又有重磅創新產品！20多家集體出手，同一天上報！

2022-05-18

okey

投资大佬巨亏2000亿，这是给VC们最残酷的一课

2022-05-18

okey

昨夜今晨 | 俄罗斯宣布“退群”！科技和中概股引领反弹

2022-05-14

okey

开盘 | 三大指数集体高开，推特跌超10%

2022-05-14

$特斯拉(TSLA)$ok

2022-05-14

$Sea Ltd(SE)$best sia

2022-04-19

Goodluck

@RIC:$Camber Energy(CEI)$See you monday

2022-04-19

Wwwwww

2022-04-18

okkokok

2022-04-17

okokok

2022-04-16

okokok

2022-04-15

[Cry] [Cry] nyu

2022-04-15

fun game

@TigerEvents:🏆【GAME】Hunting Eggs for Extra Saving!

2022-04-15

$Sunshine Biopharma Inc.(SBFM)$[Miser] [Miser]

@MillionaireTiger:NVDA: Buy the Dip or Wait Lower Price?

2022-04-15

okey

@MillionaireTiger:NVDA: Buy the Dip or Wait Lower Price?

2022-04-04

$苹果(AAPL)$okey

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/ARR\">$ARMOUR住宅房地产公司(ARR)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/ARR\">$ARMOUR住宅房地产公司(ARR)$ &nbsp;</a><a href=\"https://ttm.financial/S/ARR\">$ARMOUR住宅房地产公司(ARR)$ &nbsp;</a>","text":"$ARMOUR住宅房地产公司(ARR)$ $ARMOUR住宅房地产公司(ARR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970397084","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071591480,"gmtCreate":1657550464140,"gmtModify":1676536023870,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071591480","repostId":"2250981695","repostType":2,"repost":{"id":"2250981695","pubTimestamp":1657523307,"share":"https://ttm.financial/m/news/2250981695?lang=&edition=fundamental","pubTime":"2022-07-11 15:08","market":"us","language":"zh","title":"二季度财报季“凶多吉少”？美股“大考”来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2250981695","media":"智通财经","summary":"自1月触及纪录高位以来，美股已蒸发逾万亿美元，目前仍陷于熊市。本周二季度美股财报季将拉开序幕，美股走势或将受到影响。一方面，企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已","content":"<html><head></head><body><p>自1月触及纪录高位以来，美股已蒸发逾万亿美元，目前仍陷于熊市。本周二季度美股财报季将拉开序幕，美股走势或将受到影响。</p><p>一方面，企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调业绩指引。而另一方面，也有一些企业仍坚信美股的情况会出现改善，并在过去一个月上调了2022年的盈利预测。</p><p>股票估值已经跌破历史平均水平，这可能会吸引逢低买入的投资者。但是，一些投资者和分析师警告称，即将到来的财报季可能导致全球股价再度大幅下跌，因衰退风险不断加大，企业盈利预估不乐观。</p><p>众多企业下调业绩指引</p><p>美联储大幅加息给企业带来了新的损失，大幅加息可能会打击需求，增加了经济衰退的可能性，给美股业绩指引带来了更大的压力。企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调了业绩指引。</p><p>目前，标普指数中有103家公司已经发布了2022年Q2每股收益(EPS)指引。在这103家公司中，72家公司发布了负面EPS指引，31家公司发布了正面EPS指引。这是自2019年第四季度(73家)以来，标普500指数企业中发布季度EPS负面指引企业数量最多的一次。目前，标普500指数中发布2022年第二季度负面EPS指引的公司比例为70%(103家公司中有72家)，高于60%的5年平均水平和67%的10年平均水平。</p><p>截至目前，标普指数中有245家公司已经发布了2022年全年EPS指引。在这245家公司中，136家公司发布了负面EPS指引，109家公司发布了正面EPS指引。发布负面EPS指引的公司比例为56%(245家公司中的136家)。</p><p><img src=\"https://static.tigerbbs.com/9feb54c7b999af6434b90d243d0ecaac\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>如果一家公司提供的指引(或区间指引的中点)低于该指引发布前一天的平均EPS，则该指引被列为负面指引。如果该公司提供的指引(或指引区间的中点)高于该指引发布前一天的平均EPS，则该指引被归为正面指引。</p><p>总体上而言，在对标普500指数成份股公司盈利预期的修正方面，分析师总体下调了2022年第二季度的盈利预期。迄今为止，分析师和企业已经下调了第二季度的盈利预期。标普500指数预计将录得自2020年第四季度以来最低的盈利增长。</p><p>按每股计算，自3月31日以来，第二季度预期收益下降了0.9%。虽然这一降幅低于5年平均水平(-2.3%)、10年平均水平(-3.3%)和15年平均水平(-4.7%)的季度水平，但也是自2020年第二季度(-37.0%)以来季度每股收益预期的第二大降幅。</p><p>由于发布负面EPS指引的公司数量增多，以及对盈利预期的向下修正，2022年第二季度的预期盈利(同比)增长率现在相对于第二季度开始有所下降。截至今日，根据计算，标普500指数成分公司将公布的二季度盈利预计将同比增长4.3%，而3月31日的预期为5.9%。如果将二季度的实际盈利年化增长率定为4.3%，这将是自2020年第四季度(3.8%)以来的最低水平。</p><p>目前已有一些企业开始下调业绩预期。例如，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/CSCO\">思科</a>等公司近几周都宣布了黯淡的财务指引。其中，<a href=\"https://laohu8.com/S/BA\">波音</a>、零售商<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>在过去四周中二季度EPS预期被下调的幅度居前。</p><p><img src=\"https://static.tigerbbs.com/d3513f8995dafcafdcaee41497c630a8\" tg-width=\"480\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>微软表示，受外汇负面因素影响，下调公司第四财季的营收和盈利前景。微软表示，预计外汇将带来4.6亿美元的影响，将每股收益指引区间下调至2.24-2.32美元之间，此前预期为2.28-2.35美元。另外，该公司还下调营收指引区间至519.4亿-527.4亿美元之间，此前预期为524亿-532亿美元。</p><p>6月7日，塔吉特警告投资者称，公司的利润将在短期内受到冲击，因为该公司将削减不需要的品项，取消订单，并采取积极措施消除额外库存，以应对一波大幅打折或清仓的商品潮。塔吉特预计第二季度的营业利润率将在2%左右。</p><p>其次，零售巨头<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>也下调了利润预期;该公司表示，预计与此前预期的中个位数增长相比，预期2023财年每股收益将下降约 1%。Gap(GPS.US)也在公布一季度业绩时大幅下调2022财年全年指引;与上年相比，预计营收将出现中低单位数下降，而在非公认会计准则下的每股收益预计将在0.30-0.60美元之间，分析师普遍预期区间高端为1.30美元。</p><p>思科将其全年收益预期从此前的每股3.41美元至3.46美元下调至3.29美元至3.37美元。分析师此前预计该公司全年每股收益为3.44美元。按最新的指引计算，全年营收增长将为2%至3%，低于此前5.5%至6.5%的预期。展望22财年的第四季度，思科预计营收将下降1%至5.5%，调整后每股收益为76美分至84美分。</p><p>不过，也有一些投资者和企业仍坚信美股的情况会出现改善，在过去一个月上调了2022年的盈利预测。在标普500指数盈利预期二季度平均已上调的板块依次包括能源、工业、材料、房地产、IT、医疗保健。</p><p><img src=\"https://static.tigerbbs.com/f4f23e67c8c115c726514f47e669b085\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>此前，全球最大的锂生产商美国雅宝第二次上调了其2022财年业绩指引。美国雅宝目前预计2022年全年的销售额为58亿-62亿美元，高于此前预期的52亿-56亿美元。其中，锂业务调整后EBITDA预计同比增长约300%，高于此前预期。</p><p><a href=\"https://laohu8.com/S/M\">梅西百货</a>在公布一季度业绩时重申，预计2022年销售额为244.6亿至247亿美元，同比持平至增长1.0%。考虑到2022年第一季度的股票回购，以及信用卡收入预期的改善，公司将2022年调整后摊薄每股收益指引区间上调至4.53-4.95美元，此前的指引区间为4.13-4.52美元。</p><p>但是，一些投资者和分析师警告称，即将到来的企业财报季，鉴于衰退风险不断加大，一些企业盈利预估看起来过于乐观。</p><p>黯淡业绩前景令美股承压</p><p>根据Evercore的数据，从历史上看，经济衰退期间的企业实际收入往往同比下降约15%。这意味着标普500指数的总每股收益可能会从今年预期的227美元降至2023年的192美元左右。如果保持标普500指数当前的预期盈利倍数不变，到今年年底该指数将降至3000点左右。</p><p>众多投行对此次财报季对美股的走势影响都较为悲观。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示，已经有迹象显示，未来几个月的盈利预期将被大幅下调。根据其对美股财报盈利的看法，标普500指数的合理点位在3400-3500点，比当前水平低约11%。该行表示：“除非盈利预期下调至更合理的水平，或估值反映出这种风险，否则熊市还没有结束。”</p><p>Absolute Strategy Research对总管理着5.2万亿美元资产的投资者的预期进行了调查。该公司的数据显示，一年后全球企业盈利上升的可能性已降至37%，为2015年底以来的最低水平。该调查还发现，未来12个月股票投资回报率超过债券的可能性为53%，创下历史新低。</p><p>巴伦周刊指出，二季度财报季的情况将在很大程度上影响第三和第四季度分析师在做预测时使用的模型，目前的普遍预期是二、三季度利润都会出现11%到13%的增长，但如果二季度财报表现不佳，或管理层下调未来业绩指引，这可能意味着分析师将下调未来两个季度的利润预期，而这将给今年迄今已经下跌了21%的股市带来更多压力。</p><p>以Jamie Fahy为首的<a href=\"https://laohu8.com/S/C\">花旗</a>策略师发表报告表示，尽管全球股市艰难度过了2022年上半年，但痛苦可能尚未结束。该行策略师在报告中写道，投资者已经被失控的通胀和旨在控制通胀的紧缩政策的潜在影响所困扰，而企业盈利预期被下调的前景将是投资者面临的最新阻力。该行补充道，具备弹性的企业盈利是今年为数不多支撑股市的因素之一，因此，考虑到较低的估值推动股市在近几周反弹，任何出现裂痕的迹象都会令投资者感到担忧。</p><p>Simplify Partners顾问Francesco Cudrano表示：“企业盈利很少向下修正，人们仍然过于乐观。这就是为什么我们预计在公布业绩时将出现另一次修正，而且在这种波动下，真的有遭受打击的风险。”Cudrano表示，Simplify Partners一直在削减股票敞口，增加现金，预计股市将下跌15-20%。</p><p>Cantor Fitzgerald股票衍生品和交叉资产主管Eric Johnston称:“现在任何时候都可能出现负面指引。收入和利润率都面临风险。我们认为美联储至少在四个月内不会停止加息，即使经济成长放缓，即使股市大幅走低。”</p><p>结论</p><p>在美国经济唱衰声不断、美联储大幅加息后，对企业业绩的担忧可能会支持这样一种观点，即即使在今年大幅下跌之后，股市估值仍过高。根据巴克莱的说法，在利润预期被调低之前，股市可能很难找到底部。这是因为高利润预期会“感观上压缩”公司估值，使其达到可能误导投资者的水平。</p><p>总而言之，在美国经济陷入衰退的风险渐渐变大之际，去年狂热的业绩很难再现，在当前环境下，美股企业的业绩前景不太乐观，目前美股投资者只能期望即将到来的财报季平缓渡过。对于任何想以当前水平购买股票的人来说，这是另一个危险信号。</p></body></html>","source":"stock_zhitongcaijing","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>二季度财报季“凶多吉少”？美股“大考”来了！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n二季度财报季“凶多吉少”？美股“大考”来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 15:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/752714.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自1月触及纪录高位以来，美股已蒸发逾万亿美元，目前仍陷于熊市。本周二季度美股财报季将拉开序幕，美股走势或将受到影响。一方面，企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调业绩指引。而另一方面，也有一些企业仍坚信美股的情况会出现改善，并在过去一个月上调了2022年的盈利预测。股票估值已经跌破历史平均水平，这可能会吸引逢低买入的投资者。但是，一些投资者和分析师警告称，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/752714.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/752714.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250981695","content_text":"自1月触及纪录高位以来，美股已蒸发逾万亿美元，目前仍陷于熊市。本周二季度美股财报季将拉开序幕，美股走势或将受到影响。一方面，企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调业绩指引。而另一方面，也有一些企业仍坚信美股的情况会出现改善，并在过去一个月上调了2022年的盈利预测。股票估值已经跌破历史平均水平，这可能会吸引逢低买入的投资者。但是，一些投资者和分析师警告称，即将到来的财报季可能导致全球股价再度大幅下跌，因衰退风险不断加大，企业盈利预估不乐观。众多企业下调业绩指引美联储大幅加息给企业带来了新的损失，大幅加息可能会打击需求，增加了经济衰退的可能性，给美股业绩指引带来了更大的压力。企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调了业绩指引。目前，标普指数中有103家公司已经发布了2022年Q2每股收益(EPS)指引。在这103家公司中，72家公司发布了负面EPS指引，31家公司发布了正面EPS指引。这是自2019年第四季度(73家)以来，标普500指数企业中发布季度EPS负面指引企业数量最多的一次。目前，标普500指数中发布2022年第二季度负面EPS指引的公司比例为70%(103家公司中有72家)，高于60%的5年平均水平和67%的10年平均水平。截至目前，标普指数中有245家公司已经发布了2022年全年EPS指引。在这245家公司中，136家公司发布了负面EPS指引，109家公司发布了正面EPS指引。发布负面EPS指引的公司比例为56%(245家公司中的136家)。如果一家公司提供的指引(或区间指引的中点)低于该指引发布前一天的平均EPS，则该指引被列为负面指引。如果该公司提供的指引(或指引区间的中点)高于该指引发布前一天的平均EPS，则该指引被归为正面指引。总体上而言，在对标普500指数成份股公司盈利预期的修正方面，分析师总体下调了2022年第二季度的盈利预期。迄今为止，分析师和企业已经下调了第二季度的盈利预期。标普500指数预计将录得自2020年第四季度以来最低的盈利增长。按每股计算，自3月31日以来，第二季度预期收益下降了0.9%。虽然这一降幅低于5年平均水平(-2.3%)、10年平均水平(-3.3%)和15年平均水平(-4.7%)的季度水平，但也是自2020年第二季度(-37.0%)以来季度每股收益预期的第二大降幅。由于发布负面EPS指引的公司数量增多，以及对盈利预期的向下修正，2022年第二季度的预期盈利(同比)增长率现在相对于第二季度开始有所下降。截至今日，根据计算，标普500指数成分公司将公布的二季度盈利预计将同比增长4.3%，而3月31日的预期为5.9%。如果将二季度的实际盈利年化增长率定为4.3%，这将是自2020年第四季度(3.8%)以来的最低水平。目前已有一些企业开始下调业绩预期。例如，微软和思科等公司近几周都宣布了黯淡的财务指引。其中，波音、零售商塔吉特在过去四周中二季度EPS预期被下调的幅度居前。微软表示，受外汇负面因素影响，下调公司第四财季的营收和盈利前景。微软表示，预计外汇将带来4.6亿美元的影响，将每股收益指引区间下调至2.24-2.32美元之间，此前预期为2.28-2.35美元。另外，该公司还下调营收指引区间至519.4亿-527.4亿美元之间，此前预期为524亿-532亿美元。6月7日，塔吉特警告投资者称，公司的利润将在短期内受到冲击，因为该公司将削减不需要的品项，取消订单，并采取积极措施消除额外库存，以应对一波大幅打折或清仓的商品潮。塔吉特预计第二季度的营业利润率将在2%左右。其次，零售巨头沃尔玛也下调了利润预期;该公司表示，预计与此前预期的中个位数增长相比，预期2023财年每股收益将下降约 1%。Gap(GPS.US)也在公布一季度业绩时大幅下调2022财年全年指引;与上年相比，预计营收将出现中低单位数下降，而在非公认会计准则下的每股收益预计将在0.30-0.60美元之间，分析师普遍预期区间高端为1.30美元。思科将其全年收益预期从此前的每股3.41美元至3.46美元下调至3.29美元至3.37美元。分析师此前预计该公司全年每股收益为3.44美元。按最新的指引计算，全年营收增长将为2%至3%，低于此前5.5%至6.5%的预期。展望22财年的第四季度，思科预计营收将下降1%至5.5%，调整后每股收益为76美分至84美分。不过，也有一些投资者和企业仍坚信美股的情况会出现改善，在过去一个月上调了2022年的盈利预测。在标普500指数盈利预期二季度平均已上调的板块依次包括能源、工业、材料、房地产、IT、医疗保健。此前，全球最大的锂生产商美国雅宝第二次上调了其2022财年业绩指引。美国雅宝目前预计2022年全年的销售额为58亿-62亿美元，高于此前预期的52亿-56亿美元。其中，锂业务调整后EBITDA预计同比增长约300%，高于此前预期。梅西百货在公布一季度业绩时重申，预计2022年销售额为244.6亿至247亿美元，同比持平至增长1.0%。考虑到2022年第一季度的股票回购，以及信用卡收入预期的改善，公司将2022年调整后摊薄每股收益指引区间上调至4.53-4.95美元，此前的指引区间为4.13-4.52美元。但是，一些投资者和分析师警告称，即将到来的企业财报季，鉴于衰退风险不断加大，一些企业盈利预估看起来过于乐观。黯淡业绩前景令美股承压根据Evercore的数据，从历史上看，经济衰退期间的企业实际收入往往同比下降约15%。这意味着标普500指数的总每股收益可能会从今年预期的227美元降至2023年的192美元左右。如果保持标普500指数当前的预期盈利倍数不变，到今年年底该指数将降至3000点左右。众多投行对此次财报季对美股的走势影响都较为悲观。摩根士丹利表示，已经有迹象显示，未来几个月的盈利预期将被大幅下调。根据其对美股财报盈利的看法，标普500指数的合理点位在3400-3500点，比当前水平低约11%。该行表示：“除非盈利预期下调至更合理的水平，或估值反映出这种风险，否则熊市还没有结束。”Absolute Strategy Research对总管理着5.2万亿美元资产的投资者的预期进行了调查。该公司的数据显示，一年后全球企业盈利上升的可能性已降至37%，为2015年底以来的最低水平。该调查还发现，未来12个月股票投资回报率超过债券的可能性为53%，创下历史新低。巴伦周刊指出，二季度财报季的情况将在很大程度上影响第三和第四季度分析师在做预测时使用的模型，目前的普遍预期是二、三季度利润都会出现11%到13%的增长，但如果二季度财报表现不佳，或管理层下调未来业绩指引，这可能意味着分析师将下调未来两个季度的利润预期，而这将给今年迄今已经下跌了21%的股市带来更多压力。以Jamie Fahy为首的花旗策略师发表报告表示，尽管全球股市艰难度过了2022年上半年，但痛苦可能尚未结束。该行策略师在报告中写道，投资者已经被失控的通胀和旨在控制通胀的紧缩政策的潜在影响所困扰，而企业盈利预期被下调的前景将是投资者面临的最新阻力。该行补充道，具备弹性的企业盈利是今年为数不多支撑股市的因素之一，因此，考虑到较低的估值推动股市在近几周反弹，任何出现裂痕的迹象都会令投资者感到担忧。Simplify Partners顾问Francesco Cudrano表示：“企业盈利很少向下修正，人们仍然过于乐观。这就是为什么我们预计在公布业绩时将出现另一次修正，而且在这种波动下，真的有遭受打击的风险。”Cudrano表示，Simplify Partners一直在削减股票敞口，增加现金，预计股市将下跌15-20%。Cantor Fitzgerald股票衍生品和交叉资产主管Eric Johnston称:“现在任何时候都可能出现负面指引。收入和利润率都面临风险。我们认为美联储至少在四个月内不会停止加息，即使经济成长放缓，即使股市大幅走低。”结论在美国经济唱衰声不断、美联储大幅加息后，对企业业绩的担忧可能会支持这样一种观点，即即使在今年大幅下跌之后，股市估值仍过高。根据巴克莱的说法，在利润预期被调低之前，股市可能很难找到底部。这是因为高利润预期会“感观上压缩”公司估值，使其达到可能误导投资者的水平。总而言之，在美国经济陷入衰退的风险渐渐变大之际，去年狂热的业绩很难再现，在当前环境下，美股企业的业绩前景不太乐观，目前美股投资者只能期望即将到来的财报季平缓渡过。对于任何想以当前水平购买股票的人来说，这是另一个危险信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052982562,"gmtCreate":1655109342956,"gmtModify":1676535563222,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"okey","listText":"okey","text":"okey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052982562","repostId":"2243350401","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050086178,"gmtCreate":1654106498594,"gmtModify":1676535394572,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050086178","repostId":"617137598","repostType":1,"repost":{"id":617137598,"gmtCreate":1654099920000,"gmtModify":1676533174876,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"又有重磅創新產品！20多家集體出手， 同一天上報！","htmlText":"中國基金報記者 若暉 陳墨創新步伐不斷加快，基金行業又有望迎來一類新品種。6月1日正值兒童節，在當日晚間證監會官網披露的新基金上報表格中，集體出現超20家基金公司上報一類定期開放式債券基金，這或是採用混合估值法的債券基金。所謂混合估值法債券基金，是指基金資產中，部分資產採用市值法估值，部分資產採用攤餘成本法估值的一類產品，而此前行業內並沒有這類產品出現。據基金君瞭解，這類產品此前在行業內就已經廣泛探討，有消息稱這類產品主要定位爲面向零售客戶，攤餘成本法的具體投資比例仍在討論之中。多位業內人士認爲，這類產品屬於低風險穩健性品種，一旦獲批，有望給普通投資者在震盪環境下增添新一類低波動、穩健的投資品種。超20家基金公司上報基金行業久未出現單日超20家基金公司上報產品的現象，6月1日，有一類新的產品點燃了基金行業的佈局熱情。證監會網站顯示，6月1日，有超過20家基金公司上報一類定期開放式債券基金，有業內人士透露，這或是首批採取混合估值法的債券基金。不過，從上報的產品名字上難以分辨哪些基金最終採取混合估值法，具體以基金產品公告爲準。從這些混合估值法基金的產品名稱上看，持有期爲1年的產品最多，達到17只，佔比超65%；還有5只產品持有期爲18個月，有包括易方達、廣發、富國、中歐、泰康在內的公司佈局。持有期最低的爲6個月，爲博時穩瑞6個月定期開放債券型證券投資基金；持有期最長爲39個月，爲惠升和潤39個月定期開放債券型證券投資基金（LOF）。首批上報的產品中，既有行業頭部公司，也有不少次新基金公司，此次超20家基金公司集體上報，顯示出行業對這類的產品的重視。據一位產品人士介紹，這類產品採取混合估值法，也就是說基金資產中，部分資產採用攤餘成本法估值，部分資產採用市值法估值，“滿足攤餘成本法估值的就採取攤餘估值。舉個例子，若是1年持有期產品，買入的債券到期日1年以內且一直持有到期，即可採取攤","listText":"中國基金報記者 若暉 陳墨創新步伐不斷加快，基金行業又有望迎來一類新品種。6月1日正值兒童節，在當日晚間證監會官網披露的新基金上報表格中，集體出現超20家基金公司上報一類定期開放式債券基金，這或是採用混合估值法的債券基金。所謂混合估值法債券基金，是指基金資產中，部分資產採用市值法估值，部分資產採用攤餘成本法估值的一類產品，而此前行業內並沒有這類產品出現。據基金君瞭解，這類產品此前在行業內就已經廣泛探討，有消息稱這類產品主要定位爲面向零售客戶，攤餘成本法的具體投資比例仍在討論之中。多位業內人士認爲，這類產品屬於低風險穩健性品種，一旦獲批，有望給普通投資者在震盪環境下增添新一類低波動、穩健的投資品種。超20家基金公司上報基金行業久未出現單日超20家基金公司上報產品的現象，6月1日，有一類新的產品點燃了基金行業的佈局熱情。證監會網站顯示，6月1日，有超過20家基金公司上報一類定期開放式債券基金，有業內人士透露，這或是首批採取混合估值法的債券基金。不過，從上報的產品名字上難以分辨哪些基金最終採取混合估值法，具體以基金產品公告爲準。從這些混合估值法基金的產品名稱上看，持有期爲1年的產品最多，達到17只，佔比超65%；還有5只產品持有期爲18個月，有包括易方達、廣發、富國、中歐、泰康在內的公司佈局。持有期最低的爲6個月，爲博時穩瑞6個月定期開放債券型證券投資基金；持有期最長爲39個月，爲惠升和潤39個月定期開放債券型證券投資基金（LOF）。首批上報的產品中，既有行業頭部公司，也有不少次新基金公司，此次超20家基金公司集體上報，顯示出行業對這類的產品的重視。據一位產品人士介紹，這類產品採取混合估值法，也就是說基金資產中，部分資產採用攤餘成本法估值，部分資產採用市值法估值，“滿足攤餘成本法估值的就採取攤餘估值。舉個例子，若是1年持有期產品，買入的債券到期日1年以內且一直持有到期，即可採取攤","text":"中國基金報記者 若暉 陳墨創新步伐不斷加快，基金行業又有望迎來一類新品種。6月1日正值兒童節，在當日晚間證監會官網披露的新基金上報表格中，集體出現超20家基金公司上報一類定期開放式債券基金，這或是採用混合估值法的債券基金。所謂混合估值法債券基金，是指基金資產中，部分資產採用市值法估值，部分資產採用攤餘成本法估值的一類產品，而此前行業內並沒有這類產品出現。據基金君瞭解，這類產品此前在行業內就已經廣泛探討，有消息稱這類產品主要定位爲面向零售客戶，攤餘成本法的具體投資比例仍在討論之中。多位業內人士認爲，這類產品屬於低風險穩健性品種，一旦獲批，有望給普通投資者在震盪環境下增添新一類低波動、穩健的投資品種。超20家基金公司上報基金行業久未出現單日超20家基金公司上報產品的現象，6月1日，有一類新的產品點燃了基金行業的佈局熱情。證監會網站顯示，6月1日，有超過20家基金公司上報一類定期開放式債券基金，有業內人士透露，這或是首批採取混合估值法的債券基金。不過，從上報的產品名字上難以分辨哪些基金最終採取混合估值法，具體以基金產品公告爲準。從這些混合估值法基金的產品名稱上看，持有期爲1年的產品最多，達到17只，佔比超65%；還有5只產品持有期爲18個月，有包括易方達、廣發、富國、中歐、泰康在內的公司佈局。持有期最低的爲6個月，爲博時穩瑞6個月定期開放債券型證券投資基金；持有期最長爲39個月，爲惠升和潤39個月定期開放債券型證券投資基金（LOF）。首批上報的產品中，既有行業頭部公司，也有不少次新基金公司，此次超20家基金公司集體上報，顯示出行業對這類的產品的重視。據一位產品人士介紹，這類產品採取混合估值法，也就是說基金資產中，部分資產採用攤餘成本法估值，部分資產採用市值法估值，“滿足攤餘成本法估值的就採取攤餘估值。舉個例子，若是1年持有期產品，買入的債券到期日1年以內且一直持有到期，即可採取攤","images":[{"img":"https://static.tigerbbs.com/bae70e086c96406aa27ffda73617b54d","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/617137598","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029742594,"gmtCreate":1652833363418,"gmtModify":1676535170354,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"okey","listText":"okey","text":"okey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029742594","repostId":"1164486275","repostType":4,"repost":{"id":"1164486275","pubTimestamp":1652779475,"share":"https://ttm.financial/m/news/1164486275?lang=&edition=fundamental","pubTime":"2022-05-17 17:24","market":"sh","language":"zh","title":"投资大佬巨亏2000亿，这是给VC们最残酷的一课","url":"https://stock-news.laohu8.com/highlight/detail?id=1164486275","media":"投资界","summary":"“连大佬都亏得那么多，我们慌啥。”","content":"<html><head></head><body><p>作者：杨继云</p><p>“连大佬都亏得那么多，我们慌啥。”</p><p>2022年前4个月，老虎环球基金（Tiger Global Management）已经亏损170亿美元（约1153亿人民币），这是老虎环球基金史上最糟糕的一页。</p><p>无独有偶，软银孙正义也酿成了风投史上最大窟窿——截止今年3月31日，软银净亏损900亿人民币，其中罪魁祸首是软银愿景基金。</p><p>结果相似，追溯他们的过程也有着惊人的相似。过去几年，软银和老虎横扫一级市场，最令人印象深刻的莫过于——肯给高估值，敢给高估值，不计较估值的碾压式打法。</p><p>然而今日，曾经的疯狂已无人买单。</p><p>这个教训同样值得国内所有VC反思——当初投得有多大方，可能后面算账就有多难看。</p><p><b>史上最惨：老虎和软银，亏了2000亿</b></p><p>2022年，大概率成为老虎环球基金史上战绩最差的一年。</p><p>这一次，老虎环球基金在一二级市场累计亏掉约170亿美元（约1153亿人民币），令人触目惊人。这一个数字意味着，老虎环球基金已经将2020年流动性牛市中赚到的48%的收益，全部亏了出去。</p><p>亏得已经不想解释了。老虎环球最近致投资者的一封简信中承认：“我们不相信借口，所以也不会找任何借口。”</p><p>细细探究，老虎这次折戟的最主要原因，在于科技股惨淡的表现。2022年以来，美股持续动荡难测，今年4月纳斯达克指数跌幅超过13%，该指数今年以来已跌逾25%，重仓了科技股的老虎环球基金自然因此蒙受巨大亏损。</p><p>成立于2001年，老虎环球基金如今生意横跨一二级市场——不仅是举世闻名的对冲基金，也是一级市场赫赫有名的大鳄。</p><p>从2003年开始，老虎环球基金就进入了中国。谈到在中国的成绩，不得不提到前老虎环球基金合伙人、中国总经理陈小红——一个几乎不接受采访，拥有传奇色彩的创投女性。要说老虎环球基金一级市场战绩，最为人熟知的莫过于当年对于京东的经典一役。</p><p>资料显示，2010年，老虎环球基金就大手笔投给京东2.5亿美元，2014年京东上市，老虎的最终回报也是高达70多亿美元。此后，老虎环球基金一直活跃在创投圈，出手凌厉且激进。</p><p>眼下和老虎环球基金遭遇惊人相似的，还有软银。</p><p>上周四，孙正义在日本东京公布了软银集团最新财报，数字同样触目惊人：截至3月31日，软银集团2021财年净亏损为1.7万亿日元（约合人民币900亿元）。其中，愿景基金2021财年净亏损高达2.64万亿日元（约合人民币1400亿元）。</p><p>即便放在全球范围来看，这都是风投史上最大一笔亏损，绝无仅有。</p><p>为此，孙正义宣布正式放缓投资：软银将采取保守的投资步伐。他还给出一个具体数字：与去年相比，今年投资额将减半或四分之一。</p><p>至此，全球一级市场上昔日最凶猛的两个玩家——老虎环球基金和软银，一举累计赔掉了约2000亿元人民币。翻开过去二十年创投历史，这样的一幕第一次出现。</p><p><b>疯狂一幕：肯给高估值，敢给高估值现在无人买单</b></p><p>平心而论，老虎环球基金和软银天坑亏损背后有一定宏观环境的原因——全球疫情、美元加息、俄乌战争.....但不能全是大环境背锅。</p><p>熟悉创投圈的人都知道，老虎环球基金和软银两位兄弟身后有惊人相似的一处——出手凶狠，投出一堆高估值明星独角兽。</p><p>回首过去一年，老虎环球基金横扫VC圈的一幕依然令人印象深刻。当时有多疯狂？老虎环球基金四处出击，常常在24小时之内完成尽职调查，大手一挥迅速投资；几乎每两天便能宣布一项新的投资，而对手还没有回过神来。老虎环球基金节奏之快令人咂舌，但正是凭借超高的规模化程度和超快的投资速度取得优势。</p><p>为此，同行曾总结了老虎环球基金的VC策略：1、对好的高科技企业先下手为强；2、通过尽职调查和发放投资意向书，（非常）快速行动；3、支付（极）高于历史标准或竞争对手的价格；4、投资后用（非常）轻量的方式参与公司事务。</p><p>这样的“老虎速度”极具压迫感。在2021年上半年，老虎环球已经是全球最活跃的投资机构，甚至超过了Andreessen Horowitz等VC基金。2021年年中有个数据，在全球诞生的166家独角兽企业中，老虎基金最为活跃，投中了124家——这使得老虎在全球风头市场遥遥领先。</p><p>北京一位与老虎环球基金竞争过项目的VC合伙人告诉投资界，“老虎基金的打法，如果真的在中国市场落地，很多VC都没机会了。好项目都被他们吸引过去了，给钱快还足，足够的资金、资源、人才覆盖市场，花不完的钱……赢得市场靠的就是力量。”他打了一个比喻，在那种堪称核武器的力量面前，任何雕虫小技都没有意义了。</p><p>归根结底，这种打法最大特点就是肯给高估值，敢给高估值。老虎环球基金拥有自己的一套估值逻辑，敢于用大量的资金对于还在犹豫估值模型的VC/PE进行碾压。一位投资人讲述了一个细节——</p><p>当时一家独角兽正和几个头部基金在谈融资，结果老虎环球基金一上来就给出比大家高 25%的估值。该公司CEO有点不敢相信，反馈说内部先考虑一下，老虎团队马上反问，需要多少价格才行？CEO说要不加1亿美元，老虎立即同意了。</p><p>不止于此。2020年时，老虎自曝在过去21个月购买了字节跳动的股权，不断增加对字节的投资比例，彼时字节估值是1800亿美元。但令人没有想到的是，投资界获悉，2021年，老虎环球基金又以4600亿美金的估值给字节投了11亿。4600亿美金，已经明显高出了字节在一二级市场的估值。</p><p>软银和老虎的风格都是一样的关键词：强势、高估值、碾压式。</p><p>最明显的例子，是孙正义大手笔强势投资滴滴。当年谈判时，孙正义留下一句为创投圈津津乐道的话，“要么接受我的投资，要么我去投资你的竞争对手”。</p><p>此次软银愿景最大亏损来自对WeWork的投资，更是孙正义风格的真实写照。从2017年开始，外界普遍质疑共享办公伪命题，孙正义不顾一切重仓WeWork并成为其最大外部持股方。当年，Wework创始人诺伊曼对外介绍，“当孙正义第一次选择投资我时，他只用了28分钟。”</p><p>此后很长一段时间里，这甚至成为一个风投神话：一笔不顾估值数字，只需相信直觉的投资。</p><p>后来的故事大家都知道了，顶着470亿估值上市的WeWork于2019年IPO失败，直到了2021年10月WeWork才通过SPAC艰难在纽交所上市，市值大打折扣。连续以高估值投资了104亿美元的软银亏损严重，如今WeWork整体市值只有几十亿美元，还不及软银对其的总体投资额。</p><p>这样的案例不胜枚举。高估值进入，上市后表现却令人大跌眼镜；受二级市场的不安影响，老虎环球基金和软银集团押注的大批一级市场公司的估值也陆续下调，这些成为导致他们亏损的重要原因。</p><p>比如老虎曾以160亿美元的估值，向支付处理公司Toast投资了2.54亿美元，但今天Toast的价值只有78亿美元；老虎曾以58亿美元估值投资的印度外卖平台Zomato，现在的市值也跌倒了53亿……曾经的高估值，无人买单。</p><p><b>出来混的，迟早要还的：中国VC最残酷一课</b></p><p>老虎与软银亏了2000亿，足以给国内VC敲响一个长长的警钟。</p><p>过去几年间，中国一级市场的估值虚高疯狂一幕有目共睹。</p><p>曾经的消费盛宴，一级市场酝酿出的巨大估值泡沫让投资人看不清来路，但潮水很快退去，不少公司现出了原形；还有半导体，过亿元天使轮融资应接不暇，估值暴涨成为了家常便饭。</p><p>“干了这么多年，突然发现估值的账不会算了。现在大家都在抢风口的项目，竟然出现了很多天使阶段就敢估值几个亿、十个亿的‘明星企业’。”一家本土创投机构合伙人感叹。</p><p>但昨日狂欢正在变为今日的眼泪。</p><p>今年以来，一级市场正面临严峻的募资与退出之困，无论是A股还是港股，破发现象层出不穷，让背后一众VC/PE难掩失落——一二级估值倒挂上演，投资人甚至都亏到了B轮了。</p><p>“按照现在二级市场的市值，一级市场的估值还得再降一降，否则现在投得有多大方，后面算账就有多难看。”当VC/PE出现估值焦虑，投资开始放缓。</p><p>昔日忙碌的投资人集体按下了暂停键。清科研究中心公布了一组数据——今年一季度市场明显放缓节奏，投资案例数和金额分别同比下降27.5%和47.1%，换言之，今年投出的钱比去年同期少了近一半，堪称腰斩。对LP负责，GP不再轻易出手。</p><p>“等估值降下来”，这是投资界数月以来听到最多的一句话。我们可以隐约看到这样一个画面：其实绝大多数VC/PE仍有余粮，但现在更珍惜子弹，捂紧口袋默默等着项目估值来到一个合理的位置。</p><p>下调估值，已经成为企业最迫在眉睫的事情，否则可能弹尽粮绝。</p><p>我们看到，新消费独角兽的估值正在集体回落，去年投不进的项目，开始纷纷松口了。半导体也开始了，“我愿意接受平轮”的创始人开始多了起来。还有创新药、SAAS领域，估值都开始下调回归理性。</p><p>“估值是大家都不愿意面对但又必须面对的话题。”北京一位投资人建议创业者，在现有环境下，还是要比较现实，不要被公司过去的估值绑架。</p><p>这一次，老虎和软银用血淋淋的教训给国内VC上了生动而真实的一课——出来混的，迟早要还的。</p></body></html>","source":"tzj","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>投资大佬巨亏2000亿，这是给VC们最残酷的一课</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n投资大佬巨亏2000亿，这是给VC们最残酷的一课\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 17:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/54wqtJCQYHHGqT2VZb8LEQ><strong>投资界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：杨继云“连大佬都亏得那么多，我们慌啥。”2022年前4个月，老虎环球基金（Tiger Global Management）已经亏损170亿美元（约1153亿人民币），这是老虎环球基金史上最糟糕的一页。无独有偶，软银孙正义也酿成了风投史上最大窟窿——截止今年3月31日，软银净亏损900亿人民币，其中罪魁祸首是软银愿景基金。结果相似，追溯他们的过程也有着惊人的相似。过去几年，软银和老虎横扫一级...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/54wqtJCQYHHGqT2VZb8LEQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"00612":"鼎益丰控股"},"source_url":"https://mp.weixin.qq.com/s/54wqtJCQYHHGqT2VZb8LEQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164486275","content_text":"作者：杨继云“连大佬都亏得那么多，我们慌啥。”2022年前4个月，老虎环球基金（Tiger Global Management）已经亏损170亿美元（约1153亿人民币），这是老虎环球基金史上最糟糕的一页。无独有偶，软银孙正义也酿成了风投史上最大窟窿——截止今年3月31日，软银净亏损900亿人民币，其中罪魁祸首是软银愿景基金。结果相似，追溯他们的过程也有着惊人的相似。过去几年，软银和老虎横扫一级市场，最令人印象深刻的莫过于——肯给高估值，敢给高估值，不计较估值的碾压式打法。然而今日，曾经的疯狂已无人买单。这个教训同样值得国内所有VC反思——当初投得有多大方，可能后面算账就有多难看。史上最惨：老虎和软银，亏了2000亿2022年，大概率成为老虎环球基金史上战绩最差的一年。这一次，老虎环球基金在一二级市场累计亏掉约170亿美元（约1153亿人民币），令人触目惊人。这一个数字意味着，老虎环球基金已经将2020年流动性牛市中赚到的48%的收益，全部亏了出去。亏得已经不想解释了。老虎环球最近致投资者的一封简信中承认：“我们不相信借口，所以也不会找任何借口。”细细探究，老虎这次折戟的最主要原因，在于科技股惨淡的表现。2022年以来，美股持续动荡难测，今年4月纳斯达克指数跌幅超过13%，该指数今年以来已跌逾25%，重仓了科技股的老虎环球基金自然因此蒙受巨大亏损。成立于2001年，老虎环球基金如今生意横跨一二级市场——不仅是举世闻名的对冲基金，也是一级市场赫赫有名的大鳄。从2003年开始，老虎环球基金就进入了中国。谈到在中国的成绩，不得不提到前老虎环球基金合伙人、中国总经理陈小红——一个几乎不接受采访，拥有传奇色彩的创投女性。要说老虎环球基金一级市场战绩，最为人熟知的莫过于当年对于京东的经典一役。资料显示，2010年，老虎环球基金就大手笔投给京东2.5亿美元，2014年京东上市，老虎的最终回报也是高达70多亿美元。此后，老虎环球基金一直活跃在创投圈，出手凌厉且激进。眼下和老虎环球基金遭遇惊人相似的，还有软银。上周四，孙正义在日本东京公布了软银集团最新财报，数字同样触目惊人：截至3月31日，软银集团2021财年净亏损为1.7万亿日元（约合人民币900亿元）。其中，愿景基金2021财年净亏损高达2.64万亿日元（约合人民币1400亿元）。即便放在全球范围来看，这都是风投史上最大一笔亏损，绝无仅有。为此，孙正义宣布正式放缓投资：软银将采取保守的投资步伐。他还给出一个具体数字：与去年相比，今年投资额将减半或四分之一。至此，全球一级市场上昔日最凶猛的两个玩家——老虎环球基金和软银，一举累计赔掉了约2000亿元人民币。翻开过去二十年创投历史，这样的一幕第一次出现。疯狂一幕：肯给高估值，敢给高估值现在无人买单平心而论，老虎环球基金和软银天坑亏损背后有一定宏观环境的原因——全球疫情、美元加息、俄乌战争.....但不能全是大环境背锅。熟悉创投圈的人都知道，老虎环球基金和软银两位兄弟身后有惊人相似的一处——出手凶狠，投出一堆高估值明星独角兽。回首过去一年，老虎环球基金横扫VC圈的一幕依然令人印象深刻。当时有多疯狂？老虎环球基金四处出击，常常在24小时之内完成尽职调查，大手一挥迅速投资；几乎每两天便能宣布一项新的投资，而对手还没有回过神来。老虎环球基金节奏之快令人咂舌，但正是凭借超高的规模化程度和超快的投资速度取得优势。为此，同行曾总结了老虎环球基金的VC策略：1、对好的高科技企业先下手为强；2、通过尽职调查和发放投资意向书，（非常）快速行动；3、支付（极）高于历史标准或竞争对手的价格；4、投资后用（非常）轻量的方式参与公司事务。这样的“老虎速度”极具压迫感。在2021年上半年，老虎环球已经是全球最活跃的投资机构，甚至超过了Andreessen Horowitz等VC基金。2021年年中有个数据，在全球诞生的166家独角兽企业中，老虎基金最为活跃，投中了124家——这使得老虎在全球风头市场遥遥领先。北京一位与老虎环球基金竞争过项目的VC合伙人告诉投资界，“老虎基金的打法，如果真的在中国市场落地，很多VC都没机会了。好项目都被他们吸引过去了，给钱快还足，足够的资金、资源、人才覆盖市场，花不完的钱……赢得市场靠的就是力量。”他打了一个比喻，在那种堪称核武器的力量面前，任何雕虫小技都没有意义了。归根结底，这种打法最大特点就是肯给高估值，敢给高估值。老虎环球基金拥有自己的一套估值逻辑，敢于用大量的资金对于还在犹豫估值模型的VC/PE进行碾压。一位投资人讲述了一个细节——当时一家独角兽正和几个头部基金在谈融资，结果老虎环球基金一上来就给出比大家高 25%的估值。该公司CEO有点不敢相信，反馈说内部先考虑一下，老虎团队马上反问，需要多少价格才行？CEO说要不加1亿美元，老虎立即同意了。不止于此。2020年时，老虎自曝在过去21个月购买了字节跳动的股权，不断增加对字节的投资比例，彼时字节估值是1800亿美元。但令人没有想到的是，投资界获悉，2021年，老虎环球基金又以4600亿美金的估值给字节投了11亿。4600亿美金，已经明显高出了字节在一二级市场的估值。软银和老虎的风格都是一样的关键词：强势、高估值、碾压式。最明显的例子，是孙正义大手笔强势投资滴滴。当年谈判时，孙正义留下一句为创投圈津津乐道的话，“要么接受我的投资，要么我去投资你的竞争对手”。此次软银愿景最大亏损来自对WeWork的投资，更是孙正义风格的真实写照。从2017年开始，外界普遍质疑共享办公伪命题，孙正义不顾一切重仓WeWork并成为其最大外部持股方。当年，Wework创始人诺伊曼对外介绍，“当孙正义第一次选择投资我时，他只用了28分钟。”此后很长一段时间里，这甚至成为一个风投神话：一笔不顾估值数字，只需相信直觉的投资。后来的故事大家都知道了，顶着470亿估值上市的WeWork于2019年IPO失败，直到了2021年10月WeWork才通过SPAC艰难在纽交所上市，市值大打折扣。连续以高估值投资了104亿美元的软银亏损严重，如今WeWork整体市值只有几十亿美元，还不及软银对其的总体投资额。这样的案例不胜枚举。高估值进入，上市后表现却令人大跌眼镜；受二级市场的不安影响，老虎环球基金和软银集团押注的大批一级市场公司的估值也陆续下调，这些成为导致他们亏损的重要原因。比如老虎曾以160亿美元的估值，向支付处理公司Toast投资了2.54亿美元，但今天Toast的价值只有78亿美元；老虎曾以58亿美元估值投资的印度外卖平台Zomato，现在的市值也跌倒了53亿……曾经的高估值，无人买单。出来混的，迟早要还的：中国VC最残酷一课老虎与软银亏了2000亿，足以给国内VC敲响一个长长的警钟。过去几年间，中国一级市场的估值虚高疯狂一幕有目共睹。曾经的消费盛宴，一级市场酝酿出的巨大估值泡沫让投资人看不清来路，但潮水很快退去，不少公司现出了原形；还有半导体，过亿元天使轮融资应接不暇，估值暴涨成为了家常便饭。“干了这么多年，突然发现估值的账不会算了。现在大家都在抢风口的项目，竟然出现了很多天使阶段就敢估值几个亿、十个亿的‘明星企业’。”一家本土创投机构合伙人感叹。但昨日狂欢正在变为今日的眼泪。今年以来，一级市场正面临严峻的募资与退出之困，无论是A股还是港股，破发现象层出不穷，让背后一众VC/PE难掩失落——一二级估值倒挂上演，投资人甚至都亏到了B轮了。“按照现在二级市场的市值，一级市场的估值还得再降一降，否则现在投得有多大方，后面算账就有多难看。”当VC/PE出现估值焦虑，投资开始放缓。昔日忙碌的投资人集体按下了暂停键。清科研究中心公布了一组数据——今年一季度市场明显放缓节奏，投资案例数和金额分别同比下降27.5%和47.1%，换言之，今年投出的钱比去年同期少了近一半，堪称腰斩。对LP负责，GP不再轻易出手。“等估值降下来”，这是投资界数月以来听到最多的一句话。我们可以隐约看到这样一个画面：其实绝大多数VC/PE仍有余粮，但现在更珍惜子弹，捂紧口袋默默等着项目估值来到一个合理的位置。下调估值，已经成为企业最迫在眉睫的事情，否则可能弹尽粮绝。我们看到，新消费独角兽的估值正在集体回落，去年投不进的项目，开始纷纷松口了。半导体也开始了，“我愿意接受平轮”的创始人开始多了起来。还有创新药、SAAS领域，估值都开始下调回归理性。“估值是大家都不愿意面对但又必须面对的话题。”北京一位投资人建议创业者，在现有环境下，还是要比较现实，不要被公司过去的估值绑架。这一次，老虎和软银用血淋淋的教训给国内VC上了生动而真实的一课——出来混的，迟早要还的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029742015,"gmtCreate":1652833340637,"gmtModify":1676535170322,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"okey","listText":"okey","text":"okey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029742015","repostId":"1176846058","repostType":4,"repost":{"id":"1176846058","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652831952,"share":"https://ttm.financial/m/news/1176846058?lang=&edition=fundamental","pubTime":"2022-05-18 07:59","market":"sh","language":"zh","title":"昨夜今晨 | 俄罗斯宣布“退群”！科技和中概股引领反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1176846058","media":"老虎资讯综合","summary":"摘要：①隔夜美股全线大涨，纳指涨2.76%，道指涨1.34%，标普涨2.02%；②美国放松对委内瑞拉制裁，原油期货周二收跌1.6%，纽约黄金期货升0.3%；③鲍威尔重申支持在接下来两次会议上各加息50","content":"<html><head></head><body><blockquote>摘要：①隔夜美股全线大涨，纳指涨2.76%，道指涨1.34%，标普涨2.02%；②美国放松对委内瑞拉制裁，原油期货周二收跌1.6%，纽约黄金期货升0.3%；③鲍威尔重申支持在接下来两次会议上各加息50个基点，称将毫不犹豫地继续加息，直到通胀回落。④俄罗斯外交部17日发表声明宣布：俄罗斯决定退出波罗的海国家理事会。</blockquote><p>海外市场</p><p>1、不惧美联储施压美股收高！科技股领涨纳指涨近3%</p><p>美联储主席鲍威尔及布拉德等联储官员大多支持在接下来两次会议上各加息50个基点。美国4月零售数据超预期。盘中美联储主席鲍威尔表达了强势加息抗击通胀的决心，市场也短暂回吐涨幅予以回应，但之后股指便一路攀升。截至收盘，纳指涨2.76%，道指涨1.34%，标普涨2.02%</p><p>大型科技股集体上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨2.54%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨4.11%，奈飞涨2.17%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.77%，脸书涨1.29%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨2.03%。</p><p>2、中概股连续两日好于大盘：周二收盘普遍大涨<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超14%</p><p>在<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全面翻多之后，热门中概股表现连续第二日好于美股大盘：纳斯达克金龙中国指数涨5.2%。</p><p>纳斯达克100四只成份股中，<a href=\"https://laohu8.com/S/JD\">京东</a>涨超4，盘初曾涨超9%，一季度净营收超预期，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨4.8%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超6%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨1.5%。其他个股中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超6%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨3.7%，B站涨2.4%。 “造车三傻”普涨，蔚来涨超14%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近8%。</p><p>3、欧洲主要股指集体收涨德国DAX指数涨1.59%</p><p>欧洲主要股指集体收涨，德国DAX指数涨1.59%，法国CAC40指数涨1.3%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.72%。</p><p>4、美国放松对委内瑞拉制裁 原油期货周二收跌</p><p>原油期货价格周二收跌。美国部分放松对委内瑞拉的某些制裁，使原油期货价格期货从3月底以来的最高水平回落。</p><p>最终，纽约商品交易所6月交割的WTI期货价格下跌1.80美元，跌幅为1.6%，收于每桶112.40美元。</p><p>作为全球原油价格基准的欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>7月布伦特原油期货价格下跌2.31美元，跌幅为2%，收于每桶111.93美元。</p><p>5、纽约黄金期货周二收高0.3% 美元走软提振金价反弹</p><p>随着美元从近两年高位回落，纽约黄金期货周二收高，延续了从三个月低点反弹的趋势。</p><p>最终，纽约商品交易所6月交割的黄金期货价格上涨5.90美元，涨幅为0.3%，收于每盎司1818.90美元。</p><p>6、美国国债大跌 因鲍威尔表示为了抗通胀会毫不犹豫加息至中性之上</p><p>美国国债收益率过去一周从年内最高水平回落，因美国股市大幅下跌，凸显出利率升高对市场的冲击。鲍威尔在5月4日美联储上次政策会议后表示，目前没有考虑加息75个基点。</p><p>收益率曲线趋平意味着投资者预计美联储政策将通过放缓经济增长来成功遏制消费价格。市场隐含的未来5-10年通胀预期在5月4日美联储会议后下降。</p><p>国际宏观</p><p>1、鲍威尔重申支持在接下来两次会议上各加息50个基点</p><p>美联储主席鲍威尔周二在接受媒体采访时表示，联邦公开市场委员会（FOMC）广泛支持在接下来的两次会议上各加息50个基点。他还强调了其降低通胀的决心，称美联储将毫不犹豫地继续加息，直到通胀回落。</p><p>他还承认，通胀数据实际上早在去年10月就开始改变，美联储可能原本应当提前加息。</p><p>2、美联储最鹰派官员对75基点避而不谈 称加息50基点是一个不错的计划</p><p>圣路易斯联邦储备银行行长James Bullard表示，他支持美联储在未来几次会议上加息50个基点的计划，认为这将有助于降低处于近四十年高位的通胀率。</p><p>作为美联储最鹰派的官员，Bullard一贯主张采取更有力的措施来遏制价格飙升，但当主持人问他美联储是否应该考虑“短期内采取更剧烈行动”时，他没有提到加息75个基点的可能性。</p><p>3、美商务部长：拜登政府将在未来几天内推出“印太经济框架”</p><p>美国商务部长吉娜·雷蒙多当地时间周二（5月17日）表示，美国总统拜登将于5月20日至24日先后访问韩国、日本，与韩国新任总统尹锡悦、日本首相岸田文雄分别举行双边会谈，在访问日本期间，将启动由美国主导推进的“印太经济框架” （IPEF）。</p><p>4、美国计划提议欧盟对俄罗斯石油征收关税</p><p>美国财政部官员表示，将与七国集团领导人讨论对俄罗斯石油的定价上限和关税，以替代禁运。美国财长耶伦表示，美国支持欧洲制定俄罗斯石油禁运一揽子计划。对俄罗斯石油征收关税的同时，可以分阶段实施石油禁运。</p><p>5、美国4月零售数据符合预期</p><p>美国4月零售销售月率录得0.9%，创今年1月以来新高，符合预期；前值从0.5%上修至0.7%。</p><p>6、最大“债主”日本在3月以空前速度狂抛美债</p><p>美国财政部周一公布的报告显示，日本3月份美国国债的持有量减少了740亿美元，至1.232万亿美元，为2020年1月以来的最低水平。</p><p>7、美国将放松对委内瑞拉石油的制裁，允许出口到欧洲</p><p>据知情人士透露，美国将允许仍在委内瑞拉运营的欧洲公司立即将更多石油转运到欧洲大陆，同时允许<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>就恢复在委内瑞拉的运营进行谈判。此前委内瑞拉政府“核实并确认”有关报道。</p><p>8、瑞典外交大臣正式签署该国加入北约的申请</p><p>当地时间5月17日，据瑞典电视台报道，瑞典外交大臣林德正式签署了该国加入北约的申请。林德还表示，瑞典将与芬兰一起递交“入约”申请，预计瑞典成为北约成员最多需要一年时间。</p><p>9、印度政府宣布放宽小麦出口禁令</p><p>印度政府决定，于5月13日或之前已交海关查验并在海关系统备案的小麦货物准予出口。政府还允许将一批小麦运往埃及，这批小麦已经在港口装载。</p><p>俄乌局势</p><p>1、俄罗斯外交部17日发表声明宣布：俄罗斯决定退出波罗的海国家理事会</p><p>俄外交部在声明中说，波罗的海国家理事会中的北约和欧盟成员国放弃了平等对话等原则，将该组织变成其实施反俄政策的工具。为了应对敌对行动，俄方决定退出该组织。</p><p>俄外交部同时强调，这一决定并不会影响俄罗斯在波罗的海地区的存在，将俄罗斯赶出该地区的企图注定要失败。</p><p>波罗的海国家理事会成立于1992年，是一个地区性政府间合作组织，除俄罗斯外，成员还包括丹麦、爱沙尼亚、拉脱维亚、立陶宛、挪威、波兰、芬兰、德国、冰岛、瑞典和欧盟委员会。</p><p>2、俄官员：困守亚速钢铁厂的亚速营已无条件投降</p><p>俄罗斯常驻联合国第一副代表波利扬斯基17日表示，困守亚速钢铁厂的亚速营已无条件投降。此前，乌克兰总统泽连斯基已证实乌军开始从亚速钢铁厂撤离。</p><p>3、俄谈判代表团成员：美国导致俄乌谈判停滞</p><p>俄罗斯国家杜马国际事务委员会主席，俄乌谈判代表团成员斯卢茨基当地时间17日表示，应乌克兰方面要求开始的谈判，在很大程度上因为美方的干预最终停滞不前，导致现在谈判没有以任何形式进行。</p><p>4、据悉美国将阻止俄罗斯偿还美元债务，债券违约率料升高</p><p>据知情人士透露，美国财政部外国资产控制办公室预计在一般许可5月2日到期后不会予以展期。这项豁免规定是在美国对俄罗斯实施制裁后不久发布的，给莫斯科留出了偿付投资者的时间。</p><p>5、俄罗斯经济部预计俄罗斯2022年GDP增长将萎缩7.8%</p><p>据国际文传电讯社，俄罗斯经济部表示，俄罗斯2022年GDP增长预计将萎缩7.8%。</p><p>6、卢比六个交易日内三次刷新历史新低</p><p>受累于油价上涨，周二印度卢比兑美元一度跌破77.6313，刷新历史新低，为六个交易日内第三次跌至新的纪录低点。随后印度卢比脱离历史低点，交易商表示，印度央行可能已经出手干预。</p><p>公司新闻</p><p>1、推特承诺今年以约定价卖给马斯克，已向SEC递交有关声明</p><p>推特方面称，承诺以约定价格与马斯克完成交易。市场消息，推特提交埃隆·马斯克收购的初步委托书。</p><p>此前，马斯克表示，除非推特证明虚假账户少于5%，否则交易无法推进。还有消息人士称，马斯克或出售SpaceX股份以为其440亿美元的推特收购计划筹集更多资金。</p><p>2、应对通胀留住人才，微软计划将加薪预算翻倍</p><p>微软CEO萨提亚·纳德拉周一告诉员工，由于劳动力市场渐趋紧张，通胀居高不下，微软决定给员工加薪，微软将全球绩效预算增加近一倍，会把更多钱分配给处于职业初期和中期的员工。</p><p>3、京东第一季度营收超预期，调整后每ADS收益超预期</p><p>营收2397亿元，去年同期2031.76亿元，同比增长18%；净利润亏损为30亿元。调整后每ADS收益2.53元，预估1.47元。美股盘前一度涨近8%。</p><p>截至2022年3月31日，京东集团过去12个月的活跃购买用户数达到5.805亿，在用户规模稳步扩大的同时，用户的质量显著提升。</p><p>4、富士康将投资数十亿美元在马来西亚建芯片工厂 月产4万片晶圆</p><p>富士康计划在马来西亚建立一座芯片制造工厂，以满足电动汽车用半导体的旺盛需求。计划中的马来西亚工厂预计每月生产4万片晶片，包括28纳米和40纳米工艺，这也是微控制器、传感器、驱动器集成电路和连接相关芯片（包括Wifi和蓝牙）最广泛使用的芯片生产技术。</p><p>5、俞敏洪：<a href=\"https://laohu8.com/S/EDU\">新东方</a>所有地面业务基本停止</p><p>5月17日，新东方董事长俞敏洪在其个人账号上称，“疫情的管控，对于新东方的业务有比较大的影响。新东方所有地面业务基本停止，能够移到线上的移到线上，不能移到线上的就只能退费或者延迟。新一轮压力又骤然来临。本来经过半年调整已经基本稳定的局面，需要再次进行调整。收入的减少，意味着只能继续缩减开支和进一步减少人力资源费用。”</p><p>6、估值或超300亿美元！沙特阿美拟分拆交易部门上市</p><p>因油价上涨，沙特阿美据悉推动旗下交易子公司上市。沙特阿美将摩根大通、<a href=\"https://laohu8.com/S/GS\">高盛</a>和摩根士丹利作为其潜在的承销商。两位知情人士称，其潜在价值可能超过300亿美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨 | 俄罗斯宣布“退群”！科技和中概股引领反弹</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 俄罗斯宣布“退群”！科技和中概股引领反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-05-18 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①隔夜美股全线大涨，纳指涨2.76%，道指涨1.34%，标普涨2.02%；②美国放松对委内瑞拉制裁，原油期货周二收跌1.6%，纽约黄金期货升0.3%；③鲍威尔重申支持在接下来两次会议上各加息50个基点，称将毫不犹豫地继续加息，直到通胀回落。④俄罗斯外交部17日发表声明宣布：俄罗斯决定退出波罗的海国家理事会。</blockquote><p>海外市场</p><p>1、不惧美联储施压美股收高！科技股领涨纳指涨近3%</p><p>美联储主席鲍威尔及布拉德等联储官员大多支持在接下来两次会议上各加息50个基点。美国4月零售数据超预期。盘中美联储主席鲍威尔表达了强势加息抗击通胀的决心，市场也短暂回吐涨幅予以回应，但之后股指便一路攀升。截至收盘，纳指涨2.76%，道指涨1.34%，标普涨2.02%</p><p>大型科技股集体上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨2.54%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨4.11%，奈飞涨2.17%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.77%，脸书涨1.29%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨2.03%。</p><p>2、中概股连续两日好于大盘：周二收盘普遍大涨<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超14%</p><p>在<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全面翻多之后，热门中概股表现连续第二日好于美股大盘：纳斯达克金龙中国指数涨5.2%。</p><p>纳斯达克100四只成份股中，<a href=\"https://laohu8.com/S/JD\">京东</a>涨超4，盘初曾涨超9%，一季度净营收超预期，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨4.8%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超6%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨1.5%。其他个股中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超6%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨3.7%，B站涨2.4%。 “造车三傻”普涨，蔚来涨超14%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近8%。</p><p>3、欧洲主要股指集体收涨德国DAX指数涨1.59%</p><p>欧洲主要股指集体收涨，德国DAX指数涨1.59%，法国CAC40指数涨1.3%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.72%。</p><p>4、美国放松对委内瑞拉制裁 原油期货周二收跌</p><p>原油期货价格周二收跌。美国部分放松对委内瑞拉的某些制裁，使原油期货价格期货从3月底以来的最高水平回落。</p><p>最终，纽约商品交易所6月交割的WTI期货价格下跌1.80美元，跌幅为1.6%，收于每桶112.40美元。</p><p>作为全球原油价格基准的欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>7月布伦特原油期货价格下跌2.31美元，跌幅为2%，收于每桶111.93美元。</p><p>5、纽约黄金期货周二收高0.3% 美元走软提振金价反弹</p><p>随着美元从近两年高位回落，纽约黄金期货周二收高，延续了从三个月低点反弹的趋势。</p><p>最终，纽约商品交易所6月交割的黄金期货价格上涨5.90美元，涨幅为0.3%，收于每盎司1818.90美元。</p><p>6、美国国债大跌 因鲍威尔表示为了抗通胀会毫不犹豫加息至中性之上</p><p>美国国债收益率过去一周从年内最高水平回落，因美国股市大幅下跌，凸显出利率升高对市场的冲击。鲍威尔在5月4日美联储上次政策会议后表示，目前没有考虑加息75个基点。</p><p>收益率曲线趋平意味着投资者预计美联储政策将通过放缓经济增长来成功遏制消费价格。市场隐含的未来5-10年通胀预期在5月4日美联储会议后下降。</p><p>国际宏观</p><p>1、鲍威尔重申支持在接下来两次会议上各加息50个基点</p><p>美联储主席鲍威尔周二在接受媒体采访时表示，联邦公开市场委员会（FOMC）广泛支持在接下来的两次会议上各加息50个基点。他还强调了其降低通胀的决心，称美联储将毫不犹豫地继续加息，直到通胀回落。</p><p>他还承认，通胀数据实际上早在去年10月就开始改变，美联储可能原本应当提前加息。</p><p>2、美联储最鹰派官员对75基点避而不谈 称加息50基点是一个不错的计划</p><p>圣路易斯联邦储备银行行长James Bullard表示，他支持美联储在未来几次会议上加息50个基点的计划，认为这将有助于降低处于近四十年高位的通胀率。</p><p>作为美联储最鹰派的官员，Bullard一贯主张采取更有力的措施来遏制价格飙升，但当主持人问他美联储是否应该考虑“短期内采取更剧烈行动”时，他没有提到加息75个基点的可能性。</p><p>3、美商务部长：拜登政府将在未来几天内推出“印太经济框架”</p><p>美国商务部长吉娜·雷蒙多当地时间周二（5月17日）表示，美国总统拜登将于5月20日至24日先后访问韩国、日本，与韩国新任总统尹锡悦、日本首相岸田文雄分别举行双边会谈，在访问日本期间，将启动由美国主导推进的“印太经济框架” （IPEF）。</p><p>4、美国计划提议欧盟对俄罗斯石油征收关税</p><p>美国财政部官员表示，将与七国集团领导人讨论对俄罗斯石油的定价上限和关税，以替代禁运。美国财长耶伦表示，美国支持欧洲制定俄罗斯石油禁运一揽子计划。对俄罗斯石油征收关税的同时，可以分阶段实施石油禁运。</p><p>5、美国4月零售数据符合预期</p><p>美国4月零售销售月率录得0.9%，创今年1月以来新高，符合预期；前值从0.5%上修至0.7%。</p><p>6、最大“债主”日本在3月以空前速度狂抛美债</p><p>美国财政部周一公布的报告显示，日本3月份美国国债的持有量减少了740亿美元，至1.232万亿美元，为2020年1月以来的最低水平。</p><p>7、美国将放松对委内瑞拉石油的制裁，允许出口到欧洲</p><p>据知情人士透露，美国将允许仍在委内瑞拉运营的欧洲公司立即将更多石油转运到欧洲大陆，同时允许<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>就恢复在委内瑞拉的运营进行谈判。此前委内瑞拉政府“核实并确认”有关报道。</p><p>8、瑞典外交大臣正式签署该国加入北约的申请</p><p>当地时间5月17日，据瑞典电视台报道，瑞典外交大臣林德正式签署了该国加入北约的申请。林德还表示，瑞典将与芬兰一起递交“入约”申请，预计瑞典成为北约成员最多需要一年时间。</p><p>9、印度政府宣布放宽小麦出口禁令</p><p>印度政府决定，于5月13日或之前已交海关查验并在海关系统备案的小麦货物准予出口。政府还允许将一批小麦运往埃及，这批小麦已经在港口装载。</p><p>俄乌局势</p><p>1、俄罗斯外交部17日发表声明宣布：俄罗斯决定退出波罗的海国家理事会</p><p>俄外交部在声明中说，波罗的海国家理事会中的北约和欧盟成员国放弃了平等对话等原则，将该组织变成其实施反俄政策的工具。为了应对敌对行动，俄方决定退出该组织。</p><p>俄外交部同时强调，这一决定并不会影响俄罗斯在波罗的海地区的存在，将俄罗斯赶出该地区的企图注定要失败。</p><p>波罗的海国家理事会成立于1992年，是一个地区性政府间合作组织，除俄罗斯外，成员还包括丹麦、爱沙尼亚、拉脱维亚、立陶宛、挪威、波兰、芬兰、德国、冰岛、瑞典和欧盟委员会。</p><p>2、俄官员：困守亚速钢铁厂的亚速营已无条件投降</p><p>俄罗斯常驻联合国第一副代表波利扬斯基17日表示，困守亚速钢铁厂的亚速营已无条件投降。此前，乌克兰总统泽连斯基已证实乌军开始从亚速钢铁厂撤离。</p><p>3、俄谈判代表团成员：美国导致俄乌谈判停滞</p><p>俄罗斯国家杜马国际事务委员会主席，俄乌谈判代表团成员斯卢茨基当地时间17日表示，应乌克兰方面要求开始的谈判，在很大程度上因为美方的干预最终停滞不前，导致现在谈判没有以任何形式进行。</p><p>4、据悉美国将阻止俄罗斯偿还美元债务，债券违约率料升高</p><p>据知情人士透露，美国财政部外国资产控制办公室预计在一般许可5月2日到期后不会予以展期。这项豁免规定是在美国对俄罗斯实施制裁后不久发布的，给莫斯科留出了偿付投资者的时间。</p><p>5、俄罗斯经济部预计俄罗斯2022年GDP增长将萎缩7.8%</p><p>据国际文传电讯社，俄罗斯经济部表示，俄罗斯2022年GDP增长预计将萎缩7.8%。</p><p>6、卢比六个交易日内三次刷新历史新低</p><p>受累于油价上涨，周二印度卢比兑美元一度跌破77.6313，刷新历史新低，为六个交易日内第三次跌至新的纪录低点。随后印度卢比脱离历史低点，交易商表示，印度央行可能已经出手干预。</p><p>公司新闻</p><p>1、推特承诺今年以约定价卖给马斯克，已向SEC递交有关声明</p><p>推特方面称，承诺以约定价格与马斯克完成交易。市场消息，推特提交埃隆·马斯克收购的初步委托书。</p><p>此前，马斯克表示，除非推特证明虚假账户少于5%，否则交易无法推进。还有消息人士称，马斯克或出售SpaceX股份以为其440亿美元的推特收购计划筹集更多资金。</p><p>2、应对通胀留住人才，微软计划将加薪预算翻倍</p><p>微软CEO萨提亚·纳德拉周一告诉员工，由于劳动力市场渐趋紧张，通胀居高不下，微软决定给员工加薪，微软将全球绩效预算增加近一倍，会把更多钱分配给处于职业初期和中期的员工。</p><p>3、京东第一季度营收超预期，调整后每ADS收益超预期</p><p>营收2397亿元，去年同期2031.76亿元，同比增长18%；净利润亏损为30亿元。调整后每ADS收益2.53元，预估1.47元。美股盘前一度涨近8%。</p><p>截至2022年3月31日，京东集团过去12个月的活跃购买用户数达到5.805亿，在用户规模稳步扩大的同时，用户的质量显著提升。</p><p>4、富士康将投资数十亿美元在马来西亚建芯片工厂 月产4万片晶圆</p><p>富士康计划在马来西亚建立一座芯片制造工厂，以满足电动汽车用半导体的旺盛需求。计划中的马来西亚工厂预计每月生产4万片晶片，包括28纳米和40纳米工艺，这也是微控制器、传感器、驱动器集成电路和连接相关芯片（包括Wifi和蓝牙）最广泛使用的芯片生产技术。</p><p>5、俞敏洪：<a href=\"https://laohu8.com/S/EDU\">新东方</a>所有地面业务基本停止</p><p>5月17日，新东方董事长俞敏洪在其个人账号上称，“疫情的管控，对于新东方的业务有比较大的影响。新东方所有地面业务基本停止，能够移到线上的移到线上，不能移到线上的就只能退费或者延迟。新一轮压力又骤然来临。本来经过半年调整已经基本稳定的局面，需要再次进行调整。收入的减少，意味着只能继续缩减开支和进一步减少人力资源费用。”</p><p>6、估值或超300亿美元！沙特阿美拟分拆交易部门上市</p><p>因油价上涨，沙特阿美据悉推动旗下交易子公司上市。沙特阿美将摩根大通、<a href=\"https://laohu8.com/S/GS\">高盛</a>和摩根士丹利作为其潜在的承销商。两位知情人士称，其潜在价值可能超过300亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176846058","content_text":"摘要：①隔夜美股全线大涨，纳指涨2.76%，道指涨1.34%，标普涨2.02%；②美国放松对委内瑞拉制裁，原油期货周二收跌1.6%，纽约黄金期货升0.3%；③鲍威尔重申支持在接下来两次会议上各加息50个基点，称将毫不犹豫地继续加息，直到通胀回落。④俄罗斯外交部17日发表声明宣布：俄罗斯决定退出波罗的海国家理事会。海外市场1、不惧美联储施压美股收高！科技股领涨纳指涨近3%美联储主席鲍威尔及布拉德等联储官员大多支持在接下来两次会议上各加息50个基点。美国4月零售数据超预期。盘中美联储主席鲍威尔表达了强势加息抗击通胀的决心，市场也短暂回吐涨幅予以回应，但之后股指便一路攀升。截至收盘，纳指涨2.76%，道指涨1.34%，标普涨2.02%大型科技股集体上涨，苹果涨2.54%，亚马逊涨4.11%，奈飞涨2.17%，谷歌涨1.77%，脸书涨1.29%，微软涨2.03%。2、中概股连续两日好于大盘：周二收盘普遍大涨蔚来汽车涨超14%在摩根大通全面翻多之后，热门中概股表现连续第二日好于美股大盘：纳斯达克金龙中国指数涨5.2%。纳斯达克100四只成份股中，京东涨超4，盘初曾涨超9%，一季度净营收超预期，百度涨4.8%，拼多多涨超6%，网易涨1.5%。其他个股中，阿里巴巴涨超6%，腾讯ADR涨3.7%，B站涨2.4%。 “造车三傻”普涨，蔚来涨超14%，小鹏汽车涨超5%，理想汽车涨近8%。3、欧洲主要股指集体收涨德国DAX指数涨1.59%欧洲主要股指集体收涨，德国DAX指数涨1.59%，法国CAC40指数涨1.3%，英国富时100指数涨0.72%。4、美国放松对委内瑞拉制裁 原油期货周二收跌原油期货价格周二收跌。美国部分放松对委内瑞拉的某些制裁，使原油期货价格期货从3月底以来的最高水平回落。最终，纽约商品交易所6月交割的WTI期货价格下跌1.80美元，跌幅为1.6%，收于每桶112.40美元。作为全球原油价格基准的欧洲洲际交易所7月布伦特原油期货价格下跌2.31美元，跌幅为2%，收于每桶111.93美元。5、纽约黄金期货周二收高0.3% 美元走软提振金价反弹随着美元从近两年高位回落，纽约黄金期货周二收高，延续了从三个月低点反弹的趋势。最终，纽约商品交易所6月交割的黄金期货价格上涨5.90美元，涨幅为0.3%，收于每盎司1818.90美元。6、美国国债大跌 因鲍威尔表示为了抗通胀会毫不犹豫加息至中性之上美国国债收益率过去一周从年内最高水平回落，因美国股市大幅下跌，凸显出利率升高对市场的冲击。鲍威尔在5月4日美联储上次政策会议后表示，目前没有考虑加息75个基点。收益率曲线趋平意味着投资者预计美联储政策将通过放缓经济增长来成功遏制消费价格。市场隐含的未来5-10年通胀预期在5月4日美联储会议后下降。国际宏观1、鲍威尔重申支持在接下来两次会议上各加息50个基点美联储主席鲍威尔周二在接受媒体采访时表示，联邦公开市场委员会（FOMC）广泛支持在接下来的两次会议上各加息50个基点。他还强调了其降低通胀的决心，称美联储将毫不犹豫地继续加息，直到通胀回落。他还承认，通胀数据实际上早在去年10月就开始改变，美联储可能原本应当提前加息。2、美联储最鹰派官员对75基点避而不谈 称加息50基点是一个不错的计划圣路易斯联邦储备银行行长James Bullard表示，他支持美联储在未来几次会议上加息50个基点的计划，认为这将有助于降低处于近四十年高位的通胀率。作为美联储最鹰派的官员，Bullard一贯主张采取更有力的措施来遏制价格飙升，但当主持人问他美联储是否应该考虑“短期内采取更剧烈行动”时，他没有提到加息75个基点的可能性。3、美商务部长：拜登政府将在未来几天内推出“印太经济框架”美国商务部长吉娜·雷蒙多当地时间周二（5月17日）表示，美国总统拜登将于5月20日至24日先后访问韩国、日本，与韩国新任总统尹锡悦、日本首相岸田文雄分别举行双边会谈，在访问日本期间，将启动由美国主导推进的“印太经济框架” （IPEF）。4、美国计划提议欧盟对俄罗斯石油征收关税美国财政部官员表示，将与七国集团领导人讨论对俄罗斯石油的定价上限和关税，以替代禁运。美国财长耶伦表示，美国支持欧洲制定俄罗斯石油禁运一揽子计划。对俄罗斯石油征收关税的同时，可以分阶段实施石油禁运。5、美国4月零售数据符合预期美国4月零售销售月率录得0.9%，创今年1月以来新高，符合预期；前值从0.5%上修至0.7%。6、最大“债主”日本在3月以空前速度狂抛美债美国财政部周一公布的报告显示，日本3月份美国国债的持有量减少了740亿美元，至1.232万亿美元，为2020年1月以来的最低水平。7、美国将放松对委内瑞拉石油的制裁，允许出口到欧洲据知情人士透露，美国将允许仍在委内瑞拉运营的欧洲公司立即将更多石油转运到欧洲大陆，同时允许雪佛龙就恢复在委内瑞拉的运营进行谈判。此前委内瑞拉政府“核实并确认”有关报道。8、瑞典外交大臣正式签署该国加入北约的申请当地时间5月17日，据瑞典电视台报道，瑞典外交大臣林德正式签署了该国加入北约的申请。林德还表示，瑞典将与芬兰一起递交“入约”申请，预计瑞典成为北约成员最多需要一年时间。9、印度政府宣布放宽小麦出口禁令印度政府决定，于5月13日或之前已交海关查验并在海关系统备案的小麦货物准予出口。政府还允许将一批小麦运往埃及，这批小麦已经在港口装载。俄乌局势1、俄罗斯外交部17日发表声明宣布：俄罗斯决定退出波罗的海国家理事会俄外交部在声明中说，波罗的海国家理事会中的北约和欧盟成员国放弃了平等对话等原则，将该组织变成其实施反俄政策的工具。为了应对敌对行动，俄方决定退出该组织。俄外交部同时强调，这一决定并不会影响俄罗斯在波罗的海地区的存在，将俄罗斯赶出该地区的企图注定要失败。波罗的海国家理事会成立于1992年，是一个地区性政府间合作组织，除俄罗斯外，成员还包括丹麦、爱沙尼亚、拉脱维亚、立陶宛、挪威、波兰、芬兰、德国、冰岛、瑞典和欧盟委员会。2、俄官员：困守亚速钢铁厂的亚速营已无条件投降俄罗斯常驻联合国第一副代表波利扬斯基17日表示，困守亚速钢铁厂的亚速营已无条件投降。此前，乌克兰总统泽连斯基已证实乌军开始从亚速钢铁厂撤离。3、俄谈判代表团成员：美国导致俄乌谈判停滞俄罗斯国家杜马国际事务委员会主席，俄乌谈判代表团成员斯卢茨基当地时间17日表示，应乌克兰方面要求开始的谈判，在很大程度上因为美方的干预最终停滞不前，导致现在谈判没有以任何形式进行。4、据悉美国将阻止俄罗斯偿还美元债务，债券违约率料升高据知情人士透露，美国财政部外国资产控制办公室预计在一般许可5月2日到期后不会予以展期。这项豁免规定是在美国对俄罗斯实施制裁后不久发布的，给莫斯科留出了偿付投资者的时间。5、俄罗斯经济部预计俄罗斯2022年GDP增长将萎缩7.8%据国际文传电讯社，俄罗斯经济部表示，俄罗斯2022年GDP增长预计将萎缩7.8%。6、卢比六个交易日内三次刷新历史新低受累于油价上涨，周二印度卢比兑美元一度跌破77.6313，刷新历史新低，为六个交易日内第三次跌至新的纪录低点。随后印度卢比脱离历史低点，交易商表示，印度央行可能已经出手干预。公司新闻1、推特承诺今年以约定价卖给马斯克，已向SEC递交有关声明推特方面称，承诺以约定价格与马斯克完成交易。市场消息，推特提交埃隆·马斯克收购的初步委托书。此前，马斯克表示，除非推特证明虚假账户少于5%，否则交易无法推进。还有消息人士称，马斯克或出售SpaceX股份以为其440亿美元的推特收购计划筹集更多资金。2、应对通胀留住人才，微软计划将加薪预算翻倍微软CEO萨提亚·纳德拉周一告诉员工，由于劳动力市场渐趋紧张，通胀居高不下，微软决定给员工加薪，微软将全球绩效预算增加近一倍，会把更多钱分配给处于职业初期和中期的员工。3、京东第一季度营收超预期，调整后每ADS收益超预期营收2397亿元，去年同期2031.76亿元，同比增长18%；净利润亏损为30亿元。调整后每ADS收益2.53元，预估1.47元。美股盘前一度涨近8%。截至2022年3月31日，京东集团过去12个月的活跃购买用户数达到5.805亿，在用户规模稳步扩大的同时，用户的质量显著提升。4、富士康将投资数十亿美元在马来西亚建芯片工厂 月产4万片晶圆富士康计划在马来西亚建立一座芯片制造工厂，以满足电动汽车用半导体的旺盛需求。计划中的马来西亚工厂预计每月生产4万片晶片，包括28纳米和40纳米工艺，这也是微控制器、传感器、驱动器集成电路和连接相关芯片（包括Wifi和蓝牙）最广泛使用的芯片生产技术。5、俞敏洪：新东方所有地面业务基本停止5月17日，新东方董事长俞敏洪在其个人账号上称，“疫情的管控，对于新东方的业务有比较大的影响。新东方所有地面业务基本停止，能够移到线上的移到线上，不能移到线上的就只能退费或者延迟。新一轮压力又骤然来临。本来经过半年调整已经基本稳定的局面，需要再次进行调整。收入的减少，意味着只能继续缩减开支和进一步减少人力资源费用。”6、估值或超300亿美元！沙特阿美拟分拆交易部门上市因油价上涨，沙特阿美据悉推动旗下交易子公司上市。沙特阿美将摩根大通、高盛和摩根士丹利作为其潜在的承销商。两位知情人士称，其潜在价值可能超过300亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067676365,"gmtCreate":1652460943557,"gmtModify":1676535105509,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"okey","listText":"okey","text":"okey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067676365","repostId":"1116849553","repostType":4,"repost":{"id":"1116849553","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652448661,"share":"https://ttm.financial/m/news/1116849553?lang=&edition=fundamental","pubTime":"2022-05-13 21:31","market":"us","language":"zh","title":"开盘 | 三大指数集体高开，推特跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116849553","media":"老虎资讯综合","summary":"5月13日，美股三大指数集体高开，道指涨0.84%，标普500指数涨1.13%，纳指涨1.62%。推特跌超10%，特斯拉涨超6%，马斯克称推特交易暂缓，随后表示仍致力于收购推特。区块链概念股走高，Co","content":"<html><head></head><body><p>5月13日，美股三大指数集体高开，道指涨0.84%，标普500指数涨1.13%，纳指涨1.62%。</p><p><img src=\"https://static.tigerbbs.com/d2ed7659f17445e43c3d4cd8ed498f8d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>推特跌超10%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超6%，马斯克称推特交易暂缓，随后表示仍致力于收购推特。</p><p>区块链概念股走高，Coinbase涨近18%。</p><p>Affirm Holdings大涨超35%，Q3营收同比增长54%至3.55亿美元超预期，GMV同比增长73%。</p><p>热门中概股多数上涨，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超9%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p><p>法拉第未来涨近6%，加州汉福德工厂第五个生产制造里程碑达成。</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>开盘 | 三大指数集体高开，推特跌超10% </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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘 | 三大指数集体高开，推特跌超10% \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-05-13 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月13日，美股三大指数集体高开，道指涨0.84%，标普500指数涨1.13%，纳指涨1.62%。</p><p><img src=\"https://static.tigerbbs.com/d2ed7659f17445e43c3d4cd8ed498f8d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>推特跌超10%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超6%，马斯克称推特交易暂缓，随后表示仍致力于收购推特。</p><p>区块链概念股走高，Coinbase涨近18%。</p><p>Affirm Holdings大涨超35%，Q3营收同比增长54%至3.55亿美元超预期，GMV同比增长73%。</p><p>热门中概股多数上涨，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超9%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p><p>法拉第未来涨近6%，加州汉福德工厂第五个生产制造里程碑达成。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116849553","content_text":"5月13日，美股三大指数集体高开，道指涨0.84%，标普500指数涨1.13%，纳指涨1.62%。推特跌超10%，特斯拉涨超6%，马斯克称推特交易暂缓，随后表示仍致力于收购推特。区块链概念股走高，Coinbase涨近18%。Affirm Holdings大涨超35%，Q3营收同比增长54%至3.55亿美元超预期，GMV同比增长73%。热门中概股多数上涨，理想汽车涨超9%，爱奇艺涨超7%，蔚来、小鹏汽车涨超6%。法拉第未来涨近6%，加州汉福德工厂第五个生产制造里程碑达成。","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067678616,"gmtCreate":1652460827335,"gmtModify":1676535105485,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ok","listText":"<a 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Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. 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Nvidia stock has been getting obliterated over the past few weeks, as it's now 25% off the March high. Will it continue lower? All&nbsp;semiconductor&nbsp;investors,&nbsp;do&nbsp;you&nbsp;have&nbsp;any&nbsp;ideas&nbsp;on&nbsp;it?&nbsp; No&nbsp;matter&nbsp;the&nbsp;fundamental&nbsp;analysis,&nbsp;technical&nbsp;analysis&nbsp;or&nbsp;any&nbsp;reasons&nbsp;you&nbsp;are&nbsp;bullish&nbsp;on&nbsp;or&nbsp;bearish&nbsp;on,&nbsp;tell&nbsp;us&nbsp;your&nbsp;thoughts!","listText":"It’s been an ugly run in semiconductor stocks though, not just Nvidia.&nbsp;The <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> fell 2.2%, the&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/SMH\">$VanEck Vectors Semiconductor ETF(SMH)$</a>&nbsp;fell 2.25% and AMD and Nvidia fell 3.6% and 5.2%, respectively. Nvidia stock has been getting obliterated over the past few weeks, as it's now 25% off the March high. Will it continue lower? All&nbsp;semiconductor&nbsp;investors,&nbsp;do&nbsp;you&nbsp;have&nbsp;any&nbsp;ideas&nbsp;on&nbsp;it?&nbsp; No&nbsp;matter&nbsp;the&nbsp;fundamental&nbsp;analysis,&nbsp;technical&nbsp;analysis&nbsp;or&nbsp;any&nbsp;reasons&nbsp;you&nbsp;are&nbsp;bullish&nbsp;on&nbsp;or&nbsp;bearish&nbsp;on,&nbsp;tell&nbsp;us&nbsp;your&nbsp;thoughts!","text":"It’s been an ugly run in semiconductor stocks though, not just Nvidia. The $NASDAQ(.IXIC)$ fell 2.2%, the $VanEck Vectors Semiconductor ETF(SMH)$ fell 2.25% and AMD and Nvidia fell 3.6% and 5.2%, respectively. Nvidia stock has been getting obliterated over the past few weeks, as it's now 25% off the March high. Will it continue lower? All semiconductor investors, do you have any ideas on it? No matter the fundamental analysis, technical analysis or any reasons you are bullish on or bearish on, tell us your thoughts!","images":[{"img":"https://community-static.tradeup.com/news/45a90618dcfbb9e26f21438162acbfe9","width":"1831","height":"825"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080049627","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089612772,"gmtCreate":1649987340496,"gmtModify":1676534622687,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"okey","listText":"okey","text":"okey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089612772","repostId":"9080049627","repostType":1,"repost":{"id":9080049627,"gmtCreate":1649822839465,"gmtModify":1676534584588,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"NVDA: Buy the Dip or Wait Lower Price?","htmlText":"It’s been an ugly run in semiconductor stocks though, not just Nvidia.&nbsp;The <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> fell 2.2%, the&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/SMH\">$VanEck Vectors Semiconductor ETF(SMH)$</a>&nbsp;fell 2.25% and AMD and Nvidia fell 3.6% and 5.2%, respectively. Nvidia stock has been getting obliterated over the past few weeks, as it's now 25% off the March high. Will it continue lower? All&nbsp;semiconductor&nbsp;investors,&nbsp;do&nbsp;you&nbsp;have&nbsp;any&nbsp;ideas&nbsp;on&nbsp;it?&nbsp; No&nbsp;matter&nbsp;the&nbsp;fundamental&nbsp;analysis,&nbsp;technical&nbsp;analysis&nbsp;or&nbsp;any&nbsp;reasons&nbsp;you&nbsp;are&nbsp;bullish&nbsp;on&nbsp;or&nbsp;bearish&nbsp;on,&nbsp;tell&nbsp;us&nbsp;your&nbsp;thoughts!","listText":"It’s been an ugly run in semiconductor stocks though, not just Nvidia.&nbsp;The <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> fell 2.2%, the&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/SMH\">$VanEck Vectors Semiconductor ETF(SMH)$</a>&nbsp;fell 2.25% and AMD and Nvidia fell 3.6% and 5.2%, respectively. Nvidia stock has been getting obliterated over the past few weeks, as it's now 25% off the March high. Will it continue lower? All&nbsp;semiconductor&nbsp;investors,&nbsp;do&nbsp;you&nbsp;have&nbsp;any&nbsp;ideas&nbsp;on&nbsp;it?&nbsp; No&nbsp;matter&nbsp;the&nbsp;fundamental&nbsp;analysis,&nbsp;technical&nbsp;analysis&nbsp;or&nbsp;any&nbsp;reasons&nbsp;you&nbsp;are&nbsp;bullish&nbsp;on&nbsp;or&nbsp;bearish&nbsp;on,&nbsp;tell&nbsp;us&nbsp;your&nbsp;thoughts!","text":"It’s been an ugly run in semiconductor stocks though, not just Nvidia. The $NASDAQ(.IXIC)$ fell 2.2%, the $VanEck Vectors Semiconductor ETF(SMH)$ fell 2.25% and AMD and Nvidia fell 3.6% and 5.2%, respectively. Nvidia stock has been getting obliterated over the past few weeks, as it's now 25% off the March high. Will it continue lower? All semiconductor investors, do you have any ideas on it? No matter the fundamental analysis, technical analysis or any reasons you are bullish on or bearish on, tell us your thoughts!","images":[{"img":"https://community-static.tradeup.com/news/45a90618dcfbb9e26f21438162acbfe9","width":"1831","height":"825"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080049627","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018429113,"gmtCreate":1649080750991,"gmtModify":1676534446781,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103875539948740","authorIdStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>okey","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>okey","text":"$苹果(AAPL)$okey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018429113","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9001913404,"gmtCreate":1641138733017,"gmtModify":1676533575420,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>ww","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>ww","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ww","images":[{"img":"https://static.itradeup.com/news/93f956d1cd97613bd30819c5433d2773","width":"1080","height":"2376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001913404","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9098305270,"gmtCreate":1644021272595,"gmtModify":1676533881997,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098305270","repostId":"2209498003","repostType":4,"repost":{"id":"2209498003","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":1644016362,"share":"https://ttm.financial/m/news/2209498003?lang=&edition=fundamental","pubTime":"2022-02-05 07:12","market":"us","language":"en","title":"Nasdaq Regains Ground after Choppy Week Driven by Big Tech Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2209498003","media":"Reuters","summary":"* Amazon records biggest ever one-day gain in value by U.S. comp* Snap, Pinterest jump on strong res","content":"<html><head></head><body><p>* Amazon records biggest ever one-day gain in value by U.S. comp</p><p>* Snap, Pinterest jump on strong results</p><p>* Nasdaq ends week up 2.4%, S&amp;P 1.6% higher, Dow gains 1.1%</p><p>* Indexes on Friday: Dow down 0.06%, S&amp;P up 0.52%, Nasdaq up 1.58%</p><p>Feb 4 (Reuters) - Another bumpy ride on Wall Street ended on Friday as Amazon&#39;s positive earnings capped a run of mixed big-tech numbers, with the Nasdaq recovering much of its losses from the previous session and all three benchmarks ending the week in positive territory.</p><p>Results from megacap growth stocks have dictated market moves this week, as investors seek out tangible data to support sky-high valuations.</p><p>Amazon.com Inc jumped 13.5% after reporting robust earnings in the holiday quarter. The gain expanded its market capitalization by around $190 billion, the largest ever single-day increase in value of a U.S. company.</p><p>This came a day after Facebook-owner <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc&#39;s disappointing results shook markets and wiped more than $200 billion off its valuation, the deepest loss of stock market value in history by a U.S. company.</p><p>&#34;These are eye-watering, stomach churning moves normally associated with penny stocks, and yet they are happening in companies with billion-dollar market caps,&#34; said Michael Hewson, chief market analyst at CMC Markets UK.</p><p>Despite the earnings-driven whiplash in technology stocks, all three major stock indexes ended their first week of February higher, with the indexes posting their second week of gains in a row.</p><p>While Meta lost another 0.3% on Friday, other social media companies which had been dragged down with the Facebook owner rebounded strongly as they posted estimate-beating earnings of their own.</p><p>Among them was <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> , surging 58.8% after reporting better-than-expected fourth-quarter user growth and outlook.</p><p>Pinterest Inc also jumped 11.2% after its quarterly revenue beat estimates as retailers splurged on advertising during the holiday quarter.</p><p>The Dow Jones Industrial Average fell 21.42 points, or 0.06%, to 35,089.74, the S&amp;P 500 gained 23.09 points, or 0.52%, to 4,500.53 and the Nasdaq Composite added 219.19 points, or 1.58%, to 14,098.01.</p><p>Among the major S&amp;P 500 sectors which advanced, energy stocks hit their highest since 2018 as crude prices touched a seven-year peak.</p><p>Hess Corp    was the largest gainer in the sector, jumping 4% to its highest close since September 2014. Occidental Petroleum Corp gained 2%, with its shares ending at levels last seen in February 2020.</p><p>Consumer discretionary was the leading sector though, up 3.7% as it was bolstered by Amazon&#39;s performance. The tech behemoth&#39;s gains helped alleviate the drag of Ford Motor Co, which slumped 9.7% after the automaker posted disappointing quarterly numbers.</p><p>The Labor Department&#39;s closely watched employment report showed nonfarm payrolls increased by 467,000 jobs last month, compared with the 150,000 jobs addition forecast by economists polled by Reuters.</p><p>The data for December was revised higher to show 510,000 jobs created, instead of the previously reported 199,000.</p><p>Fears of faster-than-expected rate hikes to curb a surge in inflation have haunted markets since the beginning of the year, with growth stocks such as technology feeling the brunt of that as investors pivot towards current cash flow from betting on future expectations.</p><p>&#34;A lot of the high-valuation stuff is going to continue to have trouble and it&#39;s already gotten smacked down a lot,&#34; said Louis Ricci, head of trading at Emles Advisors.</p><p>&#34;To us, this jobs report was affirmation that, yes, stocks are going to be jittery and there&#39;s going to be a lot of volatility.&#34;</p><p>However, the rate hike prospect has boosted U.S. Treasuries, with yields on the 10-year benchmark hitting their highest levels since December 2019, in the wake of the payrolls data. This is regarded as positive for financials, with <a href=\"https://laohu8.com/S/BAC\">Bank of America Corp</a> , <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> and Wells Fargo &amp; Co all gaining between 1.8% and 4% on Friday.</p><p>Volume on U.S. exchanges was 11.07 billion shares, compared with the 12.37 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 26 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 36 new highs and 196 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Regains Ground after Choppy Week Driven by Big Tech Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Regains Ground after Choppy Week Driven by Big Tech Earnings\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\">2022-02-05 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Amazon records biggest ever one-day gain in value by U.S. comp</p><p>* Snap, Pinterest jump on strong results</p><p>* Nasdaq ends week up 2.4%, S&amp;P 1.6% higher, Dow gains 1.1%</p><p>* Indexes on Friday: Dow down 0.06%, S&amp;P up 0.52%, Nasdaq up 1.58%</p><p>Feb 4 (Reuters) - Another bumpy ride on Wall Street ended on Friday as Amazon&#39;s positive earnings capped a run of mixed big-tech numbers, with the Nasdaq recovering much of its losses from the previous session and all three benchmarks ending the week in positive territory.</p><p>Results from megacap growth stocks have dictated market moves this week, as investors seek out tangible data to support sky-high valuations.</p><p>Amazon.com Inc jumped 13.5% after reporting robust earnings in the holiday quarter. The gain expanded its market capitalization by around $190 billion, the largest ever single-day increase in value of a U.S. company.</p><p>This came a day after Facebook-owner <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc&#39;s disappointing results shook markets and wiped more than $200 billion off its valuation, the deepest loss of stock market value in history by a U.S. company.</p><p>&#34;These are eye-watering, stomach churning moves normally associated with penny stocks, and yet they are happening in companies with billion-dollar market caps,&#34; said Michael Hewson, chief market analyst at CMC Markets UK.</p><p>Despite the earnings-driven whiplash in technology stocks, all three major stock indexes ended their first week of February higher, with the indexes posting their second week of gains in a row.</p><p>While Meta lost another 0.3% on Friday, other social media companies which had been dragged down with the Facebook owner rebounded strongly as they posted estimate-beating earnings of their own.</p><p>Among them was <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> , surging 58.8% after reporting better-than-expected fourth-quarter user growth and outlook.</p><p>Pinterest Inc also jumped 11.2% after its quarterly revenue beat estimates as retailers splurged on advertising during the holiday quarter.</p><p>The Dow Jones Industrial Average fell 21.42 points, or 0.06%, to 35,089.74, the S&amp;P 500 gained 23.09 points, or 0.52%, to 4,500.53 and the Nasdaq Composite added 219.19 points, or 1.58%, to 14,098.01.</p><p>Among the major S&amp;P 500 sectors which advanced, energy stocks hit their highest since 2018 as crude prices touched a seven-year peak.</p><p>Hess Corp    was the largest gainer in the sector, jumping 4% to its highest close since September 2014. Occidental Petroleum Corp gained 2%, with its shares ending at levels last seen in February 2020.</p><p>Consumer discretionary was the leading sector though, up 3.7% as it was bolstered by Amazon&#39;s performance. The tech behemoth&#39;s gains helped alleviate the drag of Ford Motor Co, which slumped 9.7% after the automaker posted disappointing quarterly numbers.</p><p>The Labor Department&#39;s closely watched employment report showed nonfarm payrolls increased by 467,000 jobs last month, compared with the 150,000 jobs addition forecast by economists polled by Reuters.</p><p>The data for December was revised higher to show 510,000 jobs created, instead of the previously reported 199,000.</p><p>Fears of faster-than-expected rate hikes to curb a surge in inflation have haunted markets since the beginning of the year, with growth stocks such as technology feeling the brunt of that as investors pivot towards current cash flow from betting on future expectations.</p><p>&#34;A lot of the high-valuation stuff is going to continue to have trouble and it&#39;s already gotten smacked down a lot,&#34; said Louis Ricci, head of trading at Emles Advisors.</p><p>&#34;To us, this jobs report was affirmation that, yes, stocks are going to be jittery and there&#39;s going to be a lot of volatility.&#34;</p><p>However, the rate hike prospect has boosted U.S. Treasuries, with yields on the 10-year benchmark hitting their highest levels since December 2019, in the wake of the payrolls data. This is regarded as positive for financials, with <a href=\"https://laohu8.com/S/BAC\">Bank of America Corp</a> , <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> and Wells Fargo &amp; Co all gaining between 1.8% and 4% on Friday.</p><p>Volume on U.S. exchanges was 11.07 billion shares, compared with the 12.37 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 26 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 36 new highs and 196 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BAC":"美国银行","OXY":"西方石油","AMZN":"亚马逊","HES":"赫斯","PINS":"Pinterest, Inc.","SNAP":"Snap Inc","WFC":"富国银行","MS":"摩根士丹利",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209498003","content_text":"* Amazon records biggest ever one-day gain in value by U.S. comp* Snap, Pinterest jump on strong results* Nasdaq ends week up 2.4%, S&P 1.6% higher, Dow gains 1.1%* Indexes on Friday: Dow down 0.06%, S&P up 0.52%, Nasdaq up 1.58%Feb 4 (Reuters) - Another bumpy ride on Wall Street ended on Friday as Amazon's positive earnings capped a run of mixed big-tech numbers, with the Nasdaq recovering much of its losses from the previous session and all three benchmarks ending the week in positive territory.Results from megacap growth stocks have dictated market moves this week, as investors seek out tangible data to support sky-high valuations.Amazon.com Inc jumped 13.5% after reporting robust earnings in the holiday quarter. The gain expanded its market capitalization by around $190 billion, the largest ever single-day increase in value of a U.S. company.This came a day after Facebook-owner Meta Platforms Inc's disappointing results shook markets and wiped more than $200 billion off its valuation, the deepest loss of stock market value in history by a U.S. company.\"These are eye-watering, stomach churning moves normally associated with penny stocks, and yet they are happening in companies with billion-dollar market caps,\" said Michael Hewson, chief market analyst at CMC Markets UK.Despite the earnings-driven whiplash in technology stocks, all three major stock indexes ended their first week of February higher, with the indexes posting their second week of gains in a row.While Meta lost another 0.3% on Friday, other social media companies which had been dragged down with the Facebook owner rebounded strongly as they posted estimate-beating earnings of their own.Among them was Snap Inc , surging 58.8% after reporting better-than-expected fourth-quarter user growth and outlook.Pinterest Inc also jumped 11.2% after its quarterly revenue beat estimates as retailers splurged on advertising during the holiday quarter.The Dow Jones Industrial Average fell 21.42 points, or 0.06%, to 35,089.74, the S&P 500 gained 23.09 points, or 0.52%, to 4,500.53 and the Nasdaq Composite added 219.19 points, or 1.58%, to 14,098.01.Among the major S&P 500 sectors which advanced, energy stocks hit their highest since 2018 as crude prices touched a seven-year peak.Hess Corp    was the largest gainer in the sector, jumping 4% to its highest close since September 2014. Occidental Petroleum Corp gained 2%, with its shares ending at levels last seen in February 2020.Consumer discretionary was the leading sector though, up 3.7% as it was bolstered by Amazon's performance. The tech behemoth's gains helped alleviate the drag of Ford Motor Co, which slumped 9.7% after the automaker posted disappointing quarterly numbers.The Labor Department's closely watched employment report showed nonfarm payrolls increased by 467,000 jobs last month, compared with the 150,000 jobs addition forecast by economists polled by Reuters.The data for December was revised higher to show 510,000 jobs created, instead of the previously reported 199,000.Fears of faster-than-expected rate hikes to curb a surge in inflation have haunted markets since the beginning of the year, with growth stocks such as technology feeling the brunt of that as investors pivot towards current cash flow from betting on future expectations.\"A lot of the high-valuation stuff is going to continue to have trouble and it's already gotten smacked down a lot,\" said Louis Ricci, head of trading at Emles Advisors.\"To us, this jobs report was affirmation that, yes, stocks are going to be jittery and there's going to be a lot of volatility.\"However, the rate hike prospect has boosted U.S. Treasuries, with yields on the 10-year benchmark hitting their highest levels since December 2019, in the wake of the payrolls data. This is regarded as positive for financials, with Bank of America Corp , Morgan Stanley and Wells Fargo & Co all gaining between 1.8% and 4% on Friday.Volume on U.S. exchanges was 11.07 billion shares, compared with the 12.37 billion average for the full session over the last 20 trading days.The S&P 500 posted 26 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 36 new highs and 196 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097138393,"gmtCreate":1645371819494,"gmtModify":1676534022037,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"nnice","listText":"nnice","text":"nnice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097138393","repostId":"1117918326","repostType":4,"repost":{"id":"1117918326","pubTimestamp":1645317671,"share":"https://ttm.financial/m/news/1117918326?lang=&edition=fundamental","pubTime":"2022-02-20 08:41","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=1117918326","media":"Motley Fool","summary":"Apple leads the market cap race with $2.8 trillion in valuation.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Amazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.</li><li>Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.</li><li>Apple wasn&#39;t on top of the market cap hill 13 years ago. It shouldn&#39;t surprise anyone if it&#39;s not on top 13 years from now.</li></ul><p><b>Apple</b> (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple&#39;s $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won&#39;t be on top forever. Go out 13 years and it wouldn&#39;t be a surprise to see someone else in that spot. Who can it be?</p><p>I think <b>Amazon</b> (NASDAQ:AMZN), <b>Tesla Motors</b> (NASDAQ:TSLA), and <b>Shopify</b> (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let&#39;s see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9b0458194138e6515c5ea46da963058\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Amazon.com</b></p><p>If you&#39;re like me, you lean a lot on Amazon these days. There&#39;s e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you&#39;re probably doing business with Amazon even when you don&#39;t realize that you&#39;re doing business with Amazon.</p><p>Amazon&#39;s a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple&#39;s growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.</p><p>Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it&#39;s also easy to see how Amazon&#39;s consistent big steps could make it more valuable by 2035.</p><p><b>Tesla Motors</b></p><p>This pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there&#39;s no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I&#39;m not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.</p><p>Tesla<i>is</i>different. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?</p><p>Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla&#39;s growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals&#39; cars.</p><p><b>Shopify</b></p><p>Let&#39;s go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year&#39;s all-time high. You still don&#39;t want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.</p><p>Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify&#39;s unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.</p><p>The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify&#39;s stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.</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>3 Stocks That Could Be Worth More Than Apple by 2035</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/\">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","AMZN":"亚马逊","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117918326","content_text":"Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.Apple wasn't on top of the market cap hill 13 years ago. It shouldn't surprise anyone if it's not on top 13 years from now.Apple (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple's $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won't be on top forever. Go out 13 years and it wouldn't be a surprise to see someone else in that spot. Who can it be?I think Amazon (NASDAQ:AMZN), Tesla Motors (NASDAQ:TSLA), and Shopify (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let's see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.IMAGE SOURCE: GETTY IMAGES.Amazon.comIf you're like me, you lean a lot on Amazon these days. There's e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you're probably doing business with Amazon even when you don't realize that you're doing business with Amazon.Amazon's a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple's growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it's also easy to see how Amazon's consistent big steps could make it more valuable by 2035.Tesla MotorsThis pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there's no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I'm not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.Teslaisdifferent. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla's growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals' cars.ShopifyLet's go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year's all-time high. You still don't want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify's unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify's stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067678616,"gmtCreate":1652460827335,"gmtModify":1676535105485,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ok","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ok","text":"$特斯拉(TSLA)$ok","images":[{"img":"https://community-static.tradeup.com/news/e2b035b2e5adb88e9492e0d6f71b19ad","width":"1080","height":"1755"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067678616","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037125349,"gmtCreate":1648054804997,"gmtModify":1676534298204,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>ok","listText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>ok","text":"$Realty Income Corp(O)$ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037125349","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095537255,"gmtCreate":1644949970311,"gmtModify":1676533978650,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$SEA LTD(SE)$</a>well&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$SEA LTD(SE)$</a>well&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;","text":"$SEA LTD(SE)$well [Facepalm] [Facepalm] [Facepalm]","images":[{"img":"https://static.itradeup.com/news/4eec30ec2df9d4a9482e7f7e401f7985","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095537255","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561964707303823","authorId":"3561964707303823","name":"Happyfish","avatar":"https://static.tigerbbs.com/5083e727dd5928aedd9d371dffbfd8bc","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3561964707303823","idStr":"3561964707303823"},"content":"Should have momentum to go up , hold tight 💪🏻","text":"Should have momentum to go up , hold tight 💪🏻","html":"Should have momentum to go up , hold tight 💪🏻"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9096154698,"gmtCreate":1644335412886,"gmtModify":1676533914315,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;160","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;160","text":"$Sea Ltd(SE)$[Miser] [Miser] [Miser] 160","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096154698","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004134780,"gmtCreate":1642529604759,"gmtModify":1676533719068,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"time to sell","listText":"time to sell","text":"time to sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004134780","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","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":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004133188,"gmtCreate":1642524560684,"gmtModify":1676533718876,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"nice one","listText":"nice one","text":"nice one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004133188","repostId":"1149966362","repostType":2,"repost":{"id":"1149966362","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":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034685331,"gmtCreate":1647876138362,"gmtModify":1676534274725,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034685331","repostId":"2221082727","repostType":2,"repost":{"id":"2221082727","pubTimestamp":1647875831,"share":"https://ttm.financial/m/news/2221082727?lang=&edition=fundamental","pubTime":"2022-03-21 23:17","market":"us","language":"zh","title":"油价贵、补贴少，优步和Lyft网约车司机选择甩手不干？","url":"https://stock-news.laohu8.com/highlight/detail?id=2221082727","media":"英为财情","summary":"据媒体近期报道，由于汽油价格持续上涨导致收入锐减，一些优步、LYFT Inc网约车司机已经开始考虑“甩手不干”了。在本月早些时候，优步、Lyft两家打车巨头相继宣布直接向司机支付每趟55美分的燃油附加","content":"<html><head></head><body><p>据媒体近期报道，由于汽油价格持续上涨导致收入锐减，一些<a href=\"https://laohu8.com/S/UBER\">优步</a>、LYFT Inc网约车司机已经开始考虑“甩手不干”了。</p><p>在本月早些时候，优步、Lyft两家打车巨头相继宣布直接向司机支付每趟55美分的燃油附加费，以补贴司机们在高昂油价下的收入损失。然而，司机们似乎不太买账，一些司机甚至认为如此低的补贴是一种“侮辱”。</p><p>一位名叫Fabricio Lombeyda的司机抱怨道，“他们建议每趟支付55美分（附加费）对司机完全是一种羞辱，因为有些行程只有两分钟，而有些行程则高达一个小时！”</p><p>近期，一个名叫Rideshare Guy的热门网站对300位网约车司机进行了一项调查。调查显示，大约15%的司机已经选择不再开网约车，而接近40%的司机已经减少了开车频率。</p><p>不过，优步、Lyft却表示，他们平台上司机的活跃数正在稳步上升。Lyft在声明中表示，“如果你将3月和1月的数据进行比较，我们並沒有看到平台上司机们的驾驶时间有所下降。”</p><p>分析师Michael Erstad则认为，现在还是存在一定数量司机离职的风险。“否则你不会看到优步、Lyft都选择向司机支付燃油附加费。”</p><p>数据分析公司Kantar的高级副总裁David Marcotte解释道，网约车公司的商业模式建立在每加仑汽油大概3美元的价格。然而，截至上周五，美国汽油价格大概保持在4.27美元左右，部分地区甚至升破5美元。</p></body></html>","source":"investing_news","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>油价贵、补贴少，优步和Lyft网约车司机选择甩手不干？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n油价贵、补贴少，优步和Lyft网约车司机选择甩手不干？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 23:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2090238><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体近期报道，由于汽油价格持续上涨导致收入锐减，一些优步、LYFT Inc网约车司机已经开始考虑“甩手不干”了。在本月早些时候，优步、Lyft两家打车巨头相继宣布直接向司机支付每趟55美分的燃油附加费，以补贴司机们在高昂油价下的收入损失。然而，司机们似乎不太买账，一些司机甚至认为如此低的补贴是一种“侮辱”。一位名叫Fabricio Lombeyda的司机抱怨道，“他们建议每趟支付55美分（附加费...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2090238\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84b9d5c502d1c04122aae97f1d4a5142","relate_stocks":{"BK4536":"外卖概念","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4022":"陆运","LYFT":"Lyft, Inc.","BK4505":"高瓴资本持仓","BK4550":"红杉资本持仓","UBER":"优步"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2090238","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221082727","content_text":"据媒体近期报道，由于汽油价格持续上涨导致收入锐减，一些优步、LYFT Inc网约车司机已经开始考虑“甩手不干”了。在本月早些时候，优步、Lyft两家打车巨头相继宣布直接向司机支付每趟55美分的燃油附加费，以补贴司机们在高昂油价下的收入损失。然而，司机们似乎不太买账，一些司机甚至认为如此低的补贴是一种“侮辱”。一位名叫Fabricio Lombeyda的司机抱怨道，“他们建议每趟支付55美分（附加费）对司机完全是一种羞辱，因为有些行程只有两分钟，而有些行程则高达一个小时！”近期，一个名叫Rideshare Guy的热门网站对300位网约车司机进行了一项调查。调查显示，大约15%的司机已经选择不再开网约车，而接近40%的司机已经减少了开车频率。不过，优步、Lyft却表示，他们平台上司机的活跃数正在稳步上升。Lyft在声明中表示，“如果你将3月和1月的数据进行比较，我们並沒有看到平台上司机们的驾驶时间有所下降。”分析师Michael Erstad则认为，现在还是存在一定数量司机离职的风险。“否则你不会看到优步、Lyft都选择向司机支付燃油附加费。”数据分析公司Kantar的高级副总裁David Marcotte解释道，网约车公司的商业模式建立在每加仑汽油大概3美元的价格。然而，截至上周五，美国汽油价格大概保持在4.27美元左右，部分地区甚至升破5美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091545740,"gmtCreate":1643908433118,"gmtModify":1676533870383,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091545740","repostId":"2208739123","repostType":4,"repost":{"id":"2208739123","pubTimestamp":1643900267,"share":"https://ttm.financial/m/news/2208739123?lang=&edition=fundamental","pubTime":"2022-02-03 22:57","market":"us","language":"en","title":"Verizon, T-Mobile, and AT&T Can't Ignore This Any Longer","url":"https://stock-news.laohu8.com/highlight/detail?id=2208739123","media":"Motley Fool","summary":"The nation's wireless industry is being rattled by newcomers nobody saw coming just a few years ago.","content":"<html><head></head><body><p>The titans of the wireless telecom world aren&#39;t facing an existential crisis. But the industry&#39;s powerhouses <b>T-Mobile</b> (NASDAQ:TMUS), <b>Verizon</b> (NYSE:VZ), and <b>AT&amp;T</b> (NYSE:T) can&#39;t afford to keep their heads stuck in the sand any longer either.</p><p>The country&#39;s top two cable television companies -- already serving more than 66 million telco customers between them -- are making inroads with their wireless service efforts. In fact, both<b> Comcast</b> (NASDAQ:CMCSA) and<b> <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a></b> (NASDAQ:CHTR) just saw their best-ever quarterly wireless customer additions, netting a collective total of 692,000 subscribers.</p><p>It sounds like an issue worth phoning home about.</p><h2>Cableco wireless is coming on strong</h2><p>Apparently, the nation&#39;s top two broadband and cable TV names are no longer fringe wireless service providers. They&#39;re quickly becoming contenders. Charter&#39;s Spectrum brand now boasts 3.5 million customers, and Comcast&#39;s Xfinity has just under 4 million paying subscribers. That&#39;s a solid result for an effort Comcast began in 2017 and Charter began <a href=\"https://laohu8.com/S/AONE.U\">one</a> year later.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F664099%2F020122-cable-tv-wireless-customers.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"494\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data source: Comcast Corp. and Charter Communications Inc. Chart by author.</p><p>While not shown on the chart (since it&#39;s not your typical cable company), <b>DISH Network</b> (NASDAQ:DISH) is also chipping away at the mobile business. Its Boost Mobile serves nearly 8.8 million customers as of the end of its third quarter.</p><p>For perspective, AT&amp;T handles around 100 million wirelessly connected devices. Verizon&#39;s got around 115 million customers. T-Mobile&#39;s in between there with 106 million wireless subscribers. Comcast and Charter aren&#39;t exactly in a position to destroy the wireless telecom industry&#39;s much bigger providers.</p><p>At the other end of the spectrum, though, none of the wireless industry&#39;s giants can afford to ignore Charter and Comcast any longer. Pew Research says 97% of Americans now own a mobile phone, meaning any meaningful market growth from the mostly saturated market is linked to population growth.</p><p>From that standpoint, the 7.5 million mobile phone consumers Charter and Comcast now serve are critically important. They could have been (and arguably should have been) someone else&#39;s customers.</p><p>Perhaps the most concerning aspect of the cable industry&#39;s foray into the world of wireless service is that their growth is still accelerating rather than decelerating. Last quarter was another record-breaker in terms of Charter and Comcast&#39;s wireless subscriber growth. Verizon, AT&amp;T, and T-Mobile have been mostly unwilling or unable to stymie the budding competition.</p><h2>Time for AT&amp;T and Verizon to answer tough questions</h2><p>There are natural stumbling blocks for both nascent wireless services. Spectrum Mobile is only offered to Spectrum internet customers. Likewise, Comcast&#39;s Xfinity Mobile is only available to Xfinity broadband subscribers. Both services rely on wholesale access to towers and infrastructure already operated by AT&amp;T and Verizon. And both also rely on their own broadband infrastructure to handle the connection load when a customer is within reach of Spectrum and Xfinity networks -- a benefit DISH can&#39;t tap into. Neither would be able to offer ultra-low-price mobile plans without their existing broadband platforms. For that reason, don&#39;t look for either provider to venture into geographical markets where their TV and high-speed internet businesses aren&#39;t already entrenched.</p><p>On the other hand, with 66 million customers of at least one of their services, Comcast and Charter don&#39;t necessarily have to expand to make waves for AT&amp;T, Verizon, or T-Mobile.</p><p>The opportunity here for Charter and Comcast is not enough (yet) to make these cable company stocks more of a buy than they would be without their budding mobile businesses. It&#39;s not even enough to make the mainstream wireless providers less ownable than they would be if they were not facing new competition. It is enough, however, for T-Mobile, AT&amp;T, and Verizon investors to start asking questions about what these companies intend to do about this new threat. There&#39;s already very little room left for customer growth. The cable industry&#39;s entry into the market shrinks that small opportunity down to an even smaller size.</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>Verizon, T-Mobile, and AT&T Can't Ignore This Any Longer</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\">\nVerizon, T-Mobile, and AT&T Can't Ignore This Any Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4115":"综合电信业务","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓","T":"美国电话电报","BK4515":"5G概念"},"source_url":"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208739123","content_text":"The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their heads stuck in the sand any longer either.The country's top two cable television companies -- already serving more than 66 million telco customers between them -- are making inroads with their wireless service efforts. In fact, both Comcast (NASDAQ:CMCSA) and Charter Communications (NASDAQ:CHTR) just saw their best-ever quarterly wireless customer additions, netting a collective total of 692,000 subscribers.It sounds like an issue worth phoning home about.Cableco wireless is coming on strongApparently, the nation's top two broadband and cable TV names are no longer fringe wireless service providers. They're quickly becoming contenders. Charter's Spectrum brand now boasts 3.5 million customers, and Comcast's Xfinity has just under 4 million paying subscribers. That's a solid result for an effort Comcast began in 2017 and Charter began one year later.Data source: Comcast Corp. and Charter Communications Inc. Chart by author.While not shown on the chart (since it's not your typical cable company), DISH Network (NASDAQ:DISH) is also chipping away at the mobile business. Its Boost Mobile serves nearly 8.8 million customers as of the end of its third quarter.For perspective, AT&T handles around 100 million wirelessly connected devices. Verizon's got around 115 million customers. T-Mobile's in between there with 106 million wireless subscribers. Comcast and Charter aren't exactly in a position to destroy the wireless telecom industry's much bigger providers.At the other end of the spectrum, though, none of the wireless industry's giants can afford to ignore Charter and Comcast any longer. Pew Research says 97% of Americans now own a mobile phone, meaning any meaningful market growth from the mostly saturated market is linked to population growth.From that standpoint, the 7.5 million mobile phone consumers Charter and Comcast now serve are critically important. They could have been (and arguably should have been) someone else's customers.Perhaps the most concerning aspect of the cable industry's foray into the world of wireless service is that their growth is still accelerating rather than decelerating. Last quarter was another record-breaker in terms of Charter and Comcast's wireless subscriber growth. Verizon, AT&T, and T-Mobile have been mostly unwilling or unable to stymie the budding competition.Time for AT&T and Verizon to answer tough questionsThere are natural stumbling blocks for both nascent wireless services. Spectrum Mobile is only offered to Spectrum internet customers. Likewise, Comcast's Xfinity Mobile is only available to Xfinity broadband subscribers. Both services rely on wholesale access to towers and infrastructure already operated by AT&T and Verizon. And both also rely on their own broadband infrastructure to handle the connection load when a customer is within reach of Spectrum and Xfinity networks -- a benefit DISH can't tap into. Neither would be able to offer ultra-low-price mobile plans without their existing broadband platforms. For that reason, don't look for either provider to venture into geographical markets where their TV and high-speed internet businesses aren't already entrenched.On the other hand, with 66 million customers of at least one of their services, Comcast and Charter don't necessarily have to expand to make waves for AT&T, Verizon, or T-Mobile.The opportunity here for Charter and Comcast is not enough (yet) to make these cable company stocks more of a buy than they would be without their budding mobile businesses. It's not even enough to make the mainstream wireless providers less ownable than they would be if they were not facing new competition. It is enough, however, for T-Mobile, AT&T, and Verizon investors to start asking questions about what these companies intend to do about this new threat. There's already very little room left for customer growth. The cable industry's entry into the market shrinks that small opportunity down to an even smaller size.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094431506,"gmtCreate":1645200049300,"gmtModify":1676534008712,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$SEA LTD(SE)$</a>Toh","listText":"<a href=\"https://ttm.financial/S/SE\">$SEA LTD(SE)$</a>Toh","text":"$SEA LTD(SE)$Toh","images":[{"img":"https://static.itradeup.com/news/3d6002d3696c10ebd84fc2bebfefc60a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094431506","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005420255,"gmtCreate":1642384364781,"gmtModify":1676533706510,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005420255","repostId":"2203192728","repostType":4,"repost":{"id":"2203192728","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":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</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>Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year</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\">\nWall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\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\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","CRM":"赛富时","NVDA":"英伟达","DOCU":"Docusign","TSLA":"特斯拉","MSFT":"微软","ADBE":"Adobe","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006252807,"gmtCreate":1641771986090,"gmtModify":1676533646030,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006252807","repostId":"1108030484","repostType":4,"repost":{"id":"1108030484","pubTimestamp":1641769386,"share":"https://ttm.financial/m/news/1108030484?lang=&edition=fundamental","pubTime":"2022-01-10 07:03","market":"us","language":"en","title":"Consumer Price Index, Bank Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1108030484","media":"Yahoo Finance","summary":"Inflation data will be in focus this week, with investors set to receive the Bureau of Labor Statist","content":"<html><head></head><body><p>Inflation data will be in focus this week, with investors set to receive the Bureau of Labor Statistics&#39; (BLS) latest Consumer Price Index (CPI) as the Federal Reserve&#39;s next monetary policy moves remain in focus. Quarterly earnings season also ramps up as some of the big banks report results.</p><p>Market participants are bracing for another historically hot reading on inflation in the latest CPI data, due out on Wednesday. On a year-over-year basis, consumer prices likely surged by 7.1% in December, based on Bloomberg consensus data, accelerating even further from November&#39;s 6.8% year-over-year clip.This would mark the fastest rate since 1982, when CPI rose as much as 8.4% on a year-over-year basis.</p><p>And on a month-over-month basis, consumer prices likely rose by 0.4% in December, slowing from November&#39;s 0.8% rise but still marking an eighteenth consecutive month of increases.</p><p>&#34;Recent months have seen consistent upside surprises as inflation has increasingly broadened out, and it&#39;s now the case that seven of the last nine CPI releases have seen the monthly headline increase come in above the consensus among economists on Bloomberg, which just demonstrates how this has taken a lot of people by surprise,&#34; Deutsche Bank economists Henry Allen and Jim Reid said in a note.</p><p>&#34;Our U.S. economists are projecting that year-on-year inflation will move higher once again, with an increase to +7.0%,&#34; they added. &#34;Interestingly though, they think we could be at a turning point with December marking the peak in the year-on-year readings, which they then project will fall back over 2022 and be at +3.0% by this December ahead.&#34;</p><p>Excluding more volatile food and energy prices, consumer prices likely rose at a 5.4% year-over-year rate in December, also speeding from November&#39;s 4.9% pace and coming in at the fastest since 1991.</p><p>While price increases have been broad-based in the recovering economy, some economists said rising vehicle prices will likely be one of the main drivers of inflation at year-end.</p><p>&#34;The main story will be the increase in autos inflation, with used cars the primary driver,&#34; Bank of America economists led by Ethan Harris wrote in a note Friday. &#34;Manheim data showed wholesale used car prices spiking 9.2% [month-over-month] in October, following a 5.3% increase in September. Given a roughly 2-month lag, this sends a signal of incredible strength for CPI used cars this month.&#34;</p><p>Used car and truck prices had risen 2.5% month-on-month in November, matching the prior month&#39;s rise, based on BLS data.</p><p>&#34;Outside of autos, we expect further gains in household furnishings and supplies and apparel, reflecting tight supply chains and fewer discounts as the holiday shopping season draws to a close,&#34; Harris added.</p><p>The December CPI will also be carefully parsed by investors as they gauge the next moves by the Federal Reserve, as some officials eye a quicker shift away from accommodative policies to rein in inflation.</p><p>Last week, the Fed&#39;s December meeting minutes suggested some officials favored speeding the central bank&#39;s asset-purchase tapering and hastening the timing of an initial interest rate hike from current near-zero levels. And against a backdrop of a &#34;stronger economic outlook [and] higher inflation,&#34; some officials also suggested they were contemplating the start of reducing the nearly $9 trillion in assets on the central bank&#39;s balance sheet. Hints that the Fed was considering tightening policy in the near-term sent equity markets into a tailspin last week.</p><p>&#34;The market does have to adjust to what is a surprise in terms of how aggressive the Federal Reserve may be in managing the economy around inflation,&#34; Rob Haworth, U.S. Bank Wealth Management senior investment strategist,told Yahoo Finance Livelast week.</p><p>Investors may also receive more commentary about how key members of the Federal Reserve expect to approach inflation with their monetary policy toolkit in two confirmation hearings before Congress this week. Federal Reserve Chair Jerome Powell&#39;s nomination hearing for a second term is set to take place before the Senate Banking Committee on Tuesday — or a day before the December CPI is released. However, Fed Governor Lael Brainard&#39;s nomination hearing to become vice chair of the Fed will take place on Thursday before the Senate Banking Committee, after the release of the latest inflation data.</p><p>Bank earnings</p><p>This week, investors will also see a pick-up in earnings reports, as some of the largest U.S. banks deliver their quarterly results at the end of the week. JPMorgan Chase (JPM), Citigroup (C) and Wells Fargo (WFC) are each slated to report Friday morning before the opening bell.</p><p>The results come following a strong run for bank stocks, with financials currently the second-best performing sector in the S&amp;P 500 in 2022, after energy. TheXLF, or exchange-traded fund tracking the financials sector, hit a record high on Friday and logged its best week since February 2021.</p><p>Expectations for higher interest rates this year have been one major factor lifting these shares, given that banks&#39; core lending businesses benefit from rising rates. On Friday, the benchmark 10-year Treasury yield rose to approximately 1.8%, or its highest level since January 2020. And robust market activity over the past year likely also helped further lift banks&#39; trading operations.</p><p>&#34;As far as the financials go, we think they&#39;re going to be pretty good. This last year has seen a lot of trading activity,&#34; Scott Ladner, Horizon Investments chief investment officer,told Yahoo Finance Live on Friday.&#34;And as we&#39;ve seen, what&#39;s going on right now with respect to yield curve, the yield curve steepened this week.&#34;</p><p>As fourth-quarter earnings begin to ramp up, many analysts are expecting to see another solid reporting season. However, the estimates are also taking into account slowing momentum after soaring earnings growth rates from earlier last year, helped in large part by easy comparisons to 2020&#39;s pandemic-depressed levels.</p><p>S&amp;P 500 earnings in aggregate are expected to grow 21.7% for the fourth-quarter of 2021, according to data from FactSet&#39;s John Butters as of Friday. If earnings come in as expected, this would mark a fourth consecutive quarter that earnings growth tops 20%.</p><p>Economic calendar</p><ul><li><p><b>Monday:</b>Wholesale inventories, month-over-month, November final (1.2% expected, 1.2% in previous print)</p></li><li><p><b>Tuesday:</b>NFIB Small Business Optimism, December (98.5 expected, 98.4 in November)</p></li><li><p><b>Wednesday:</b>MBA Mortgage Applications, week ended January 7 (-5.6% during prior week); Consumer Price Index (CPI), month-over-month, December (0.4% expected, 0.8% in November); CPI excluding food and energy, month-over-month, December (0.5% expected, 0.5% in November); CPI year-over-year, December (7.1% expected, 6.8% in November); CPI excluding food and energy, year-over-year, December (5.4% expected, 4.9% in November); Monthly budget statement, December (-$191.3 billion expected); U.S. Federal Reserve Releases Beige Book</p></li><li><p><b>Thursday:</b>Producer Price Index (PPI), month-over-month, December (0.4% expected, 0.8% in November); PPI excluding food and energy, month-over-month, December (0.4% expected, 0.7% in November); PPI year-over-year, December (9.8% expected, 9.6% in November); PPI excluding food and energy, year-over-year, December (8.0% expected, 7.7% in November); Initial jobless claims, week ended January 8 (210,000 expected, 207,000 during prior week); Continuing claims, week ended January 1 (1.754 million during prior week)</p></li><li><p><b>Friday:</b>Retail sales advance, month-over-month, December (0.0% expected, 0.3% in November); Retail sales excluding autos and gas, month-over-month, December (-0.1% expected, 0.2% in November); Import price index, month-over-month, December (0.2%. expected, 0.7% in November); Capacity utilization, December (77.0% expected); Industrial production, month-over-month, December (0.3% expected, 0.5% in November); University of Michigan sentiment, January preliminary (70.0 expected, 70.6 in December)</p></li></ul><p>Earnings calendar</p><ul><li><p><b>Monday:</b><i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday:</b><i>No notable reports scheduled for release</i></p></li><li><p><b>Wednesday:</b>Jefferies Financial Corp. (JEF) before market open</p></li><li><p><b>Thursday:</b>Delta Air Lines (DAL) before market open</p></li><li><p><b>Friday:</b>BlackRock (BLK), Citigroup (C), JPMorgan Chase (JPM), Wells Fargo (WFC) before market open</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Consumer Price Index, Bank Earnings: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nConsumer Price Index, Bank Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 07:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/consumer-price-index-bank-earnings-what-to-know-this-week-164559716.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation data will be in focus this week, with investors set to receive the Bureau of Labor Statistics' (BLS) latest Consumer Price Index (CPI) as the Federal Reserve's next monetary policy moves ...</p>\n\n<a href=\"https://finance.yahoo.com/news/consumer-price-index-bank-earnings-what-to-know-this-week-164559716.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/consumer-price-index-bank-earnings-what-to-know-this-week-164559716.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108030484","content_text":"Inflation data will be in focus this week, with investors set to receive the Bureau of Labor Statistics' (BLS) latest Consumer Price Index (CPI) as the Federal Reserve's next monetary policy moves remain in focus. Quarterly earnings season also ramps up as some of the big banks report results.Market participants are bracing for another historically hot reading on inflation in the latest CPI data, due out on Wednesday. On a year-over-year basis, consumer prices likely surged by 7.1% in December, based on Bloomberg consensus data, accelerating even further from November's 6.8% year-over-year clip.This would mark the fastest rate since 1982, when CPI rose as much as 8.4% on a year-over-year basis.And on a month-over-month basis, consumer prices likely rose by 0.4% in December, slowing from November's 0.8% rise but still marking an eighteenth consecutive month of increases.\"Recent months have seen consistent upside surprises as inflation has increasingly broadened out, and it's now the case that seven of the last nine CPI releases have seen the monthly headline increase come in above the consensus among economists on Bloomberg, which just demonstrates how this has taken a lot of people by surprise,\" Deutsche Bank economists Henry Allen and Jim Reid said in a note.\"Our U.S. economists are projecting that year-on-year inflation will move higher once again, with an increase to +7.0%,\" they added. \"Interestingly though, they think we could be at a turning point with December marking the peak in the year-on-year readings, which they then project will fall back over 2022 and be at +3.0% by this December ahead.\"Excluding more volatile food and energy prices, consumer prices likely rose at a 5.4% year-over-year rate in December, also speeding from November's 4.9% pace and coming in at the fastest since 1991.While price increases have been broad-based in the recovering economy, some economists said rising vehicle prices will likely be one of the main drivers of inflation at year-end.\"The main story will be the increase in autos inflation, with used cars the primary driver,\" Bank of America economists led by Ethan Harris wrote in a note Friday. \"Manheim data showed wholesale used car prices spiking 9.2% [month-over-month] in October, following a 5.3% increase in September. Given a roughly 2-month lag, this sends a signal of incredible strength for CPI used cars this month.\"Used car and truck prices had risen 2.5% month-on-month in November, matching the prior month's rise, based on BLS data.\"Outside of autos, we expect further gains in household furnishings and supplies and apparel, reflecting tight supply chains and fewer discounts as the holiday shopping season draws to a close,\" Harris added.The December CPI will also be carefully parsed by investors as they gauge the next moves by the Federal Reserve, as some officials eye a quicker shift away from accommodative policies to rein in inflation.Last week, the Fed's December meeting minutes suggested some officials favored speeding the central bank's asset-purchase tapering and hastening the timing of an initial interest rate hike from current near-zero levels. And against a backdrop of a \"stronger economic outlook [and] higher inflation,\" some officials also suggested they were contemplating the start of reducing the nearly $9 trillion in assets on the central bank's balance sheet. Hints that the Fed was considering tightening policy in the near-term sent equity markets into a tailspin last week.\"The market does have to adjust to what is a surprise in terms of how aggressive the Federal Reserve may be in managing the economy around inflation,\" Rob Haworth, U.S. Bank Wealth Management senior investment strategist,told Yahoo Finance Livelast week.Investors may also receive more commentary about how key members of the Federal Reserve expect to approach inflation with their monetary policy toolkit in two confirmation hearings before Congress this week. Federal Reserve Chair Jerome Powell's nomination hearing for a second term is set to take place before the Senate Banking Committee on Tuesday — or a day before the December CPI is released. However, Fed Governor Lael Brainard's nomination hearing to become vice chair of the Fed will take place on Thursday before the Senate Banking Committee, after the release of the latest inflation data.Bank earningsThis week, investors will also see a pick-up in earnings reports, as some of the largest U.S. banks deliver their quarterly results at the end of the week. JPMorgan Chase (JPM), Citigroup (C) and Wells Fargo (WFC) are each slated to report Friday morning before the opening bell.The results come following a strong run for bank stocks, with financials currently the second-best performing sector in the S&P 500 in 2022, after energy. TheXLF, or exchange-traded fund tracking the financials sector, hit a record high on Friday and logged its best week since February 2021.Expectations for higher interest rates this year have been one major factor lifting these shares, given that banks' core lending businesses benefit from rising rates. On Friday, the benchmark 10-year Treasury yield rose to approximately 1.8%, or its highest level since January 2020. And robust market activity over the past year likely also helped further lift banks' trading operations.\"As far as the financials go, we think they're going to be pretty good. This last year has seen a lot of trading activity,\" Scott Ladner, Horizon Investments chief investment officer,told Yahoo Finance Live on Friday.\"And as we've seen, what's going on right now with respect to yield curve, the yield curve steepened this week.\"As fourth-quarter earnings begin to ramp up, many analysts are expecting to see another solid reporting season. However, the estimates are also taking into account slowing momentum after soaring earnings growth rates from earlier last year, helped in large part by easy comparisons to 2020's pandemic-depressed levels.S&P 500 earnings in aggregate are expected to grow 21.7% for the fourth-quarter of 2021, according to data from FactSet's John Butters as of Friday. If earnings come in as expected, this would mark a fourth consecutive quarter that earnings growth tops 20%.Economic calendarMonday:Wholesale inventories, month-over-month, November final (1.2% expected, 1.2% in previous print)Tuesday:NFIB Small Business Optimism, December (98.5 expected, 98.4 in November)Wednesday:MBA Mortgage Applications, week ended January 7 (-5.6% during prior week); Consumer Price Index (CPI), month-over-month, December (0.4% expected, 0.8% in November); CPI excluding food and energy, month-over-month, December (0.5% expected, 0.5% in November); CPI year-over-year, December (7.1% expected, 6.8% in November); CPI excluding food and energy, year-over-year, December (5.4% expected, 4.9% in November); Monthly budget statement, December (-$191.3 billion expected); U.S. Federal Reserve Releases Beige BookThursday:Producer Price Index (PPI), month-over-month, December (0.4% expected, 0.8% in November); PPI excluding food and energy, month-over-month, December (0.4% expected, 0.7% in November); PPI year-over-year, December (9.8% expected, 9.6% in November); PPI excluding food and energy, year-over-year, December (8.0% expected, 7.7% in November); Initial jobless claims, week ended January 8 (210,000 expected, 207,000 during prior week); Continuing claims, week ended January 1 (1.754 million during prior week)Friday:Retail sales advance, month-over-month, December (0.0% expected, 0.3% in November); Retail sales excluding autos and gas, month-over-month, December (-0.1% expected, 0.2% in November); Import price index, month-over-month, December (0.2%. expected, 0.7% in November); Capacity utilization, December (77.0% expected); Industrial production, month-over-month, December (0.3% expected, 0.5% in November); University of Michigan sentiment, January preliminary (70.0 expected, 70.6 in December)Earnings calendarMonday:No notable reports scheduled for releaseTuesday:No notable reports scheduled for releaseWednesday:Jefferies Financial Corp. (JEF) before market openThursday:Delta Air Lines (DAL) before market openFriday:BlackRock (BLK), Citigroup (C), JPMorgan Chase (JPM), Wells Fargo (WFC) before market open","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011776362,"gmtCreate":1648945029109,"gmtModify":1676534424459,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CLVR\">$Clever Leaves Holdings Inc.(CLVR)$</a>[Happy]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/CLVR\">$Clever Leaves Holdings Inc.(CLVR)$</a>[Happy]&nbsp;[Happy]&nbsp;","text":"$Clever Leaves Holdings Inc.(CLVR)$[Happy] [Happy]","images":[{"img":"https://community-static.tradeup.com/news/37af1949e001f5e5b0efa61ea8e954fe","width":"1080","height":"2249"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011776362","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037511025,"gmtCreate":1648134882807,"gmtModify":1676534308386,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>これはさいて","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>これはさいて","text":"$老虎证券(TIGR)$これはさいて","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037511025","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094206105,"gmtCreate":1645145930502,"gmtModify":1676534002764,"author":{"id":"4103875539948740","authorId":"4103875539948740","name":"Yoshizawa","avatar":"https://community-static.tradeup.com/news/9163554d6764525eec0d8c15634811cd","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103875539948740","idStr":"4103875539948740"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094206105","repostId":"2212149643","repostType":4,"repost":{"id":"2212149643","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":1645139000,"share":"https://ttm.financial/m/news/2212149643?lang=&edition=fundamental","pubTime":"2022-02-18 07:03","market":"us","language":"en","title":"US STOCKS-Stocks Slide as Heightened Ukraine Tensions Weigh","url":"https://stock-news.laohu8.com/highlight/detail?id=2212149643","media":"Reuters","summary":"U.S. stocks slid on Thursday, with the S&P 500 marking its biggest daily percentage drop in two weeks, as investors shifted to defensive sectors and safe havens such as bonds and gold as geopolitical ","content":"<html><head></head><body><p>U.S. stocks slid on Thursday, with the S&amp;P 500 marking its biggest daily percentage drop in two weeks, as investors shifted to defensive sectors and safe havens such as bonds and gold as geopolitical tensions between Washington and Russia over Ukraine flared.</p><p>After Ukrainian forces and pro-Moscow rebels traded fire in eastern Ukraine, U.S. President Joe Biden said there was every indication Russia was planning to invade in the next few days and was preparing a pretext to justify it.</p><p>Russia accused Biden of stoking tensions and released a strongly worded letter saying Washington was ignoring its security demands and threatening unspecified &#34;military-technical measures&#34;.</p><p>On Wall Street, the growth-oriented technology and communication services sectors were among the hardest hit. Financials also declined as U.S. Treasury yields moved lower.</p><p>Developments in Ukraine have added to uncertainty about the path of the Federal Reserve&#39;s tightening plans to fight inflation.</p><p>&#34;There&#39;s a lot of nervousness out there and as we approach the weekend nothing’s been settled between Russia and Ukraine,&#34; said Michael James, managing director, equity trading at Wedbush Securities in Los Angeles.</p><p>&#34;The continued weakness, especially in the growth names, is indicative of elevated nervousness and sellers continuing to swamp buyers in just about every stock.&#34;</p><p>The defensive utilities    and consumer staples</p><p>sectors were Wall Street&#39;s only advancers, with staples getting a lift from a 4.01% jump in Walmart after it posted record holiday sales.</p><p>The Dow Jones Industrial Average fell 622.24 points, or 1.78%, to 34,312.03, the S&amp;P 500    lost 94.75 points, or 2.12%, to 4,380.26 and the Nasdaq Composite dropped 407.38 points, or 2.88%, to 13,716.72.</p><p>The drop for the Dow was the biggest daily percentage decline since Nov. 30 while the Nasdaq&#39;s decline was its largest percentage fall since Feb. 3.</p><p>With the end of earnings season on the horizon, chipmaker Nvidia tumbled 7.51% as flat gross margins and concern about its exposure to the crypto market overshadowed an upbeat current-quarter revenue forecast, and helped give the Philadelphia Semiconductor index its first daily decline this week.</p><p>TripAdvisor Inc lost 2.50% after the hotel search website operator posted a surprise fourth-quarter loss. Albemarle Corp plunged 19.91% as the lithium producer forecast downbeat annual earnings.</p><p>As risk aversion pushed bond yields lower, big banks including JPMorgan Chase, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>    and Bank of America all lost ground. Goldman Sachs and Wells Fargo fell even after positive outlooks from the lenders.</p><p>Gold was another beneficiary of the move toward safer assets, touching an eight-month high of $1,900.99 an ounce.</p><p>Among other big movers, DoorDash Inc shot up 10.69% after it reported upbeat quarterly revenue as food delivery demand showed no sign of slowing.</p><p>Hasbro Inc gained 2.09% after activist investor Alta Fox Capital Management nominated five directors to the toymaker&#39;s board and urged changes including a spinoff of its unit housing games such as &#34;Dungeons &amp; Dragons&#34;.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.81-to-1 ratio; on Nasdaq, a 3.63-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 6 new 52-week highs and 19 new lows; the Nasdaq Composite recorded 27 new highs and 249 new lows.</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-Stocks Slide as Heightened Ukraine Tensions Weigh</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Stocks Slide as Heightened Ukraine Tensions Weigh\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\">2022-02-18 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks slid on Thursday, with the S&amp;P 500 marking its biggest daily percentage drop in two weeks, as investors shifted to defensive sectors and safe havens such as bonds and gold as geopolitical tensions between Washington and Russia over Ukraine flared.</p><p>After Ukrainian forces and pro-Moscow rebels traded fire in eastern Ukraine, U.S. President Joe Biden said there was every indication Russia was planning to invade in the next few days and was preparing a pretext to justify it.</p><p>Russia accused Biden of stoking tensions and released a strongly worded letter saying Washington was ignoring its security demands and threatening unspecified &#34;military-technical measures&#34;.</p><p>On Wall Street, the growth-oriented technology and communication services sectors were among the hardest hit. Financials also declined as U.S. Treasury yields moved lower.</p><p>Developments in Ukraine have added to uncertainty about the path of the Federal Reserve&#39;s tightening plans to fight inflation.</p><p>&#34;There&#39;s a lot of nervousness out there and as we approach the weekend nothing’s been settled between Russia and Ukraine,&#34; said Michael James, managing director, equity trading at Wedbush Securities in Los Angeles.</p><p>&#34;The continued weakness, especially in the growth names, is indicative of elevated nervousness and sellers continuing to swamp buyers in just about every stock.&#34;</p><p>The defensive utilities    and consumer staples</p><p>sectors were Wall Street&#39;s only advancers, with staples getting a lift from a 4.01% jump in Walmart after it posted record holiday sales.</p><p>The Dow Jones Industrial Average fell 622.24 points, or 1.78%, to 34,312.03, the S&amp;P 500    lost 94.75 points, or 2.12%, to 4,380.26 and the Nasdaq Composite dropped 407.38 points, or 2.88%, to 13,716.72.</p><p>The drop for the Dow was the biggest daily percentage decline since Nov. 30 while the Nasdaq&#39;s decline was its largest percentage fall since Feb. 3.</p><p>With the end of earnings season on the horizon, chipmaker Nvidia tumbled 7.51% as flat gross margins and concern about its exposure to the crypto market overshadowed an upbeat current-quarter revenue forecast, and helped give the Philadelphia Semiconductor index its first daily decline this week.</p><p>TripAdvisor Inc lost 2.50% after the hotel search website operator posted a surprise fourth-quarter loss. Albemarle Corp plunged 19.91% as the lithium producer forecast downbeat annual earnings.</p><p>As risk aversion pushed bond yields lower, big banks including JPMorgan Chase, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>    and Bank of America all lost ground. Goldman Sachs and Wells Fargo fell even after positive outlooks from the lenders.</p><p>Gold was another beneficiary of the move toward safer assets, touching an eight-month high of $1,900.99 an ounce.</p><p>Among other big movers, DoorDash Inc shot up 10.69% after it reported upbeat quarterly revenue as food delivery demand showed no sign of slowing.</p><p>Hasbro Inc gained 2.09% after activist investor Alta Fox Capital Management nominated five directors to the toymaker&#39;s board and urged changes including a spinoff of its unit housing games such as &#34;Dungeons &amp; Dragons&#34;.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.81-to-1 ratio; on Nasdaq, a 3.63-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 6 new 52-week highs and 19 new lows; the Nasdaq Composite recorded 27 new highs and 249 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓",".IXIC":"NASDAQ Composite","BK4122":"互联网与直销零售","BK4207":"综合性银行","LABP":"Landos Biopharma, Inc.",".SPX":"S&P 500 Index","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4549":"软银资本持仓","CGEM":"Cullinan Therapeutics","BK4548":"巴美列捷福持仓","BK4141":"半导体产品","BK4127":"投资银行业与经纪业","JPM":"摩根大通","BK4529":"IDC概念","TRIP":"猫途鹰","BK4190":"消闲用品","BK4554":"元宇宙及AR概念","NVDA":"英伟达","LHDX":"Lucira Health, Inc.","BK4532":"文艺复兴科技持仓","BK4109":"特种化学制品","APR":"Apria, Inc.","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","HAS":"孩之宝","MS":"摩根士丹利","BK4139":"生物科技","ALB":"美国雅保","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","BK4566":"资本集团","BK4536":"外卖概念","WMT":"沃尔玛","BK4196":"保健护理服务","SANA":"Sana Biotechnology, Inc.","BK4082":"医疗保健设备","BK4535":"淡马锡持仓","BK4543":"AI","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4077":"互动媒体与服务","BK4527":"明星科技股","DASH":"DoorDash, Inc.","BK4550":"红杉资本持仓","GS":"高盛",".DJI":"道琼斯","BK4545":"锂电池"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212149643","content_text":"U.S. stocks slid on Thursday, with the S&P 500 marking its biggest daily percentage drop in two weeks, as investors shifted to defensive sectors and safe havens such as bonds and gold as geopolitical tensions between Washington and Russia over Ukraine flared.After Ukrainian forces and pro-Moscow rebels traded fire in eastern Ukraine, U.S. President Joe Biden said there was every indication Russia was planning to invade in the next few days and was preparing a pretext to justify it.Russia accused Biden of stoking tensions and released a strongly worded letter saying Washington was ignoring its security demands and threatening unspecified \"military-technical measures\".On Wall Street, the growth-oriented technology and communication services sectors were among the hardest hit. Financials also declined as U.S. Treasury yields moved lower.Developments in Ukraine have added to uncertainty about the path of the Federal Reserve's tightening plans to fight inflation.\"There's a lot of nervousness out there and as we approach the weekend nothing’s been settled between Russia and Ukraine,\" said Michael James, managing director, equity trading at Wedbush Securities in Los Angeles.\"The continued weakness, especially in the growth names, is indicative of elevated nervousness and sellers continuing to swamp buyers in just about every stock.\"The defensive utilities    and consumer staplessectors were Wall Street's only advancers, with staples getting a lift from a 4.01% jump in Walmart after it posted record holiday sales.The Dow Jones Industrial Average fell 622.24 points, or 1.78%, to 34,312.03, the S&P 500    lost 94.75 points, or 2.12%, to 4,380.26 and the Nasdaq Composite dropped 407.38 points, or 2.88%, to 13,716.72.The drop for the Dow was the biggest daily percentage decline since Nov. 30 while the Nasdaq's decline was its largest percentage fall since Feb. 3.With the end of earnings season on the horizon, chipmaker Nvidia tumbled 7.51% as flat gross margins and concern about its exposure to the crypto market overshadowed an upbeat current-quarter revenue forecast, and helped give the Philadelphia Semiconductor index its first daily decline this week.TripAdvisor Inc lost 2.50% after the hotel search website operator posted a surprise fourth-quarter loss. Albemarle Corp plunged 19.91% as the lithium producer forecast downbeat annual earnings.As risk aversion pushed bond yields lower, big banks including JPMorgan Chase, Morgan Stanley    and Bank of America all lost ground. Goldman Sachs and Wells Fargo fell even after positive outlooks from the lenders.Gold was another beneficiary of the move toward safer assets, touching an eight-month high of $1,900.99 an ounce.Among other big movers, DoorDash Inc shot up 10.69% after it reported upbeat quarterly revenue as food delivery demand showed no sign of slowing.Hasbro Inc gained 2.09% after activist investor Alta Fox Capital Management nominated five directors to the toymaker's board and urged changes including a spinoff of its unit housing games such as \"Dungeons & Dragons\".Declining issues outnumbered advancing ones on the NYSE by a 2.81-to-1 ratio; on Nasdaq, a 3.63-to-1 ratio favored decliners.The S&P 500 posted 6 new 52-week highs and 19 new lows; the Nasdaq Composite recorded 27 new highs and 249 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}