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2022-01-27

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Wall Street Gains Evaporate, S&P 500 Ends Lower on Fed Tightening Timeline

2022-01-26

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Wall Street Ends down as Markets Whipsaw Ahead of Fed Meeting

2022-01-25

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Wall Street Reverses, Ends Higher in Late Session Rally

2022-01-24

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Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week

2022-01-28

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2022-03-07

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姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司

2022-01-29

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US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year

2022-04-24

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Alibaba Vs. Amazon Stock: Back To Fundamentals

2022-03-07

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姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司

2022-03-07

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姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司

2022-02-07

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Amazon Stock: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2229416577","media":"seekingalpha","summary":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.</li><li>A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.</li><li>Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.</li><li>Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b5ac1c4e34f0e556f966ee340d8118\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>alexsl/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>The stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.</p><p>And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,</p><ul><li>BABA&#39;s stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN&#39;s stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.</li><li>As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA&#39;s EBIT profit margin is almost twice that of Amazon - not only shows BABA&#39;s superior profitability (and AMZN&#39;s concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&amp;D output, return on capital employed, and growth potential.</li><li>Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc32a62854da273e12174d4c8743211\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9307ef042b92a9964176e9d55e850efc\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Both R&amp;D aggressively but BABA enjoys way better yield</b></p><p>As mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>.</p><p>So let&#39;s first see how well and sustainably BABA and AMZN can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&amp;D in recent years. AMZN didn&#39;t spend meaningfully on R&amp;D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&amp;D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7e323032c8f5c21cefbaad05f431d0\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><p>Then the next question is, how effective is their R&amp;D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett&#39;s $1 test on R&amp;D expenses. Advised by Buffett, we do not only listen to CEOs&#39; pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN&#39;s cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:</p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure for profit.</i></li><li><i>Also, most R&amp;D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.</i></li></ul></blockquote><p>As you can see, the R&amp;D yield for both has been remarkably consistent although at different levels. In BABA&#39;s case, its R&amp;D yield has been steady around an average of $3.3 in recent years. This level of R&amp;D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&amp;D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&amp;D yield in this group is Apple (AAPL), which generates an R&amp;D yield of $4.7 of profit output from every $1 of R&amp;D expenses.</p><p>AMZN&#39;s R&amp;D yield of $0.9, on the other hand, is substantially lower than BABA&#39;s and is also the lowest among the FAAMG group. And note that since AMZN didn&#39;t spend meaningfully on R&amp;D before 2016, we only started reporting its R&amp;D yield starting in 2016.</p><p>Next, we will examine their profitability to fuel their R&amp;D efforts sustainably and also dive into some of the specific R&amp;D efforts they are undertaking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900e44a75dee8b7ca4ba98a4fd84fe9f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>BABA enjoys far superior profitability</b></p><p>As explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is &#34;simply&#34; the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China&#39;s tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.</p><p>AMZN&#39;s ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it&#39;s not comparable to BABA or other overachievers in the FAANG pack.</p><p>Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8056d3adecb25ebef04479bb04307ec3\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Growth prospects and final verdict</b></p><p>Looking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it&#39;s easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it&#39;s projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>OBERLO data</span></p><p>I also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure &#34;pay per use&#34; model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA&#39;s case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&amp;D yield and high ROCE. Similarly, AMZN&#39;s AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN&#39;s also announced the planned $8.45 billion purchase of MGM Movie Studios, and I&#39;m optimistic about the synergies with its streaming businesses.</p><p>Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world&#39;s unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.</p><p>Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&amp;D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609b820dedf6ed23d5ddfd1ed92b9515\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Risks</b></p><p>I do not think there is a need to repeat BABA&#39;s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (&#34;FCF&#34;) deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963ea4489df1ce587e26c13d870e7326\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>AMZN 2021 Q4 earnings release</span></p><p><b>Summary and final thoughts</b></p><p>The stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.</p><p>The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,</p><ul><li>The current market valuation has already priced in all the risks surrounding BABA. BABA&#39;s price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.</li><li>Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&amp;D efforts, but BABA enjoys a far better yield.</li><li>I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. Amazon Stock: Back To Fundamentals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon Stock: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229416577","content_text":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.alexsl/iStock Unreleased via Getty ImagesThesisThe stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.Seeking AlphaSeeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process.So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.Author based on Seeking Alpha dataThen the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.AuthorBABA enjoys far superior profitabilityAs explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.AuthorGrowth prospects and final verdictLooking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.OBERLO dataI also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure \"pay per use\" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.AuthorRisksI do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (\"FCF\") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.AMZN 2021 Q4 earnings releaseSummary and final thoughtsThe stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031534967,"gmtCreate":1646613416439,"gmtModify":1676534143147,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"&nbsp;Ok","listText":"&nbsp;Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031534967","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<html><head></head><body><p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。</p><p>本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的<a href=\"https://laohu8.com/S/BRK\">伯克希尔</a>哈撒韦公司增持了<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份，目前持有股份达到1.13亿股，价值53亿美元。</p><p>在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上</b>，巴菲特也因此觉察这个机会，大举买入石油公司股票。</p><p>目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。<b>但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。</b></p><p>目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。</p><p>不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，<b>从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。</b></p><p>伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。</p><p>这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。</p><p>当时巴菲特对CNBC表示，他是在押注油价将长期上涨。</p><p>不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：</p><blockquote>“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”</blockquote><p>为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。</p><p><b>但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，</b>这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。</p><p>而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 07:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3653483><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653483\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031535751,"gmtCreate":1646613408929,"gmtModify":1676534143147,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031535751","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<html><head></head><body><p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。</p><p>本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的<a href=\"https://laohu8.com/S/BRK\">伯克希尔</a>哈撒韦公司增持了<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份，目前持有股份达到1.13亿股，价值53亿美元。</p><p>在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上</b>，巴菲特也因此觉察这个机会，大举买入石油公司股票。</p><p>目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。<b>但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。</b></p><p>目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。</p><p>不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，<b>从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。</b></p><p>伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。</p><p>这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。</p><p>当时巴菲特对CNBC表示，他是在押注油价将长期上涨。</p><p>不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：</p><blockquote>“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”</blockquote><p>为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。</p><p><b>但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，</b>这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。</p><p>而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 07:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3653483><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653483\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031532590,"gmtCreate":1646613303829,"gmtModify":1676534143114,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031532590","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<html><head></head><body><p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。</p><p>本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的<a href=\"https://laohu8.com/S/BRK\">伯克希尔</a>哈撒韦公司增持了<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份，目前持有股份达到1.13亿股，价值53亿美元。</p><p>在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上</b>，巴菲特也因此觉察这个机会，大举买入石油公司股票。</p><p>目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。<b>但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。</b></p><p>目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。</p><p>不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，<b>从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。</b></p><p>伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。</p><p>这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。</p><p>当时巴菲特对CNBC表示，他是在押注油价将长期上涨。</p><p>不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：</p><blockquote>“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”</blockquote><p>为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。</p><p><b>但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，</b>这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。</p><p>而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 07:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3653483><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653483\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098582510,"gmtCreate":1644189736992,"gmtModify":1676533896716,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Hi give you a happy day","listText":"Hi give you a happy day","text":"Hi give you a happy day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098582510","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099440046,"gmtCreate":1643417671087,"gmtModify":1676533818142,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099440046","repostId":"2207811808","repostType":4,"repost":{"id":"2207811808","kind":"highlight","pubTimestamp":1643406842,"share":"https://ttm.financial/m/news/2207811808?lang=&edition=fundamental","pubTime":"2022-01-29 05:54","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2207811808","media":"Reuters","summary":"(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag ","content":"<html><head></head><body><p> (Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an increasingly aggressive Federal Reserve.</p><p>All three major U.S. stock indexes began the day in the red, but turned increasingly green as the session progressed, with tech shares doing the heaviest lifting.</p><p>The S&amp;P 500 and the Dow posted gains from last Friday&#39;s close, but the Nasdaq was essentially flat on the week, capping five days of topsy-turvy trading.</p><p>Still, the bar for &#34;best daily gains of the year&#34; was rather low. Even with Friday&#39;s jump, the S&amp;P 500 is down 7% so far in 2022, with the Nasdaq and the Dow suffering respective drops of 12% and 4.4% over the same time period.</p><p>&#34;Investors are trying to adjust to the impact of this higher rate cycle,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;For some of them, stocks still remain more attractive than bonds in a rising rate environment, and they have been fishing around for where a bottom might be.&#34;</p><p>&#34;You&#39;re seeing bargain-hunting in a number of stocks, particularly in the Nasdaq,&#34; Meckler added.</p><p>Economic data released on Friday showed a drop in consumer spending coupled with the lowest consumer sentiment reading in a decade, and year-on-year Core PCE prices - the Federal Reserve&#39;s preferred inflation yardstick - came in at 4.9%, slightly hotter than expected.</p><p>The graphic below shows how far core PCE and other major indicators have risen above the Fed&#39;s average annual 2% target.</p><p>The Fed made it clear at the conclusion of its monetary policy meeting on Wednesday that they intend to take off their gloves and combat stubbornly persistent inflation by hiking key interest rates more aggressively than many market participants expected.</p><p>The Dow Jones Industrial Average rose 564.69 points, or 1.65%, to 34,725.47, the S&amp;P 500 gained 105.34 points, or 2.43%, to 4,431.85 and the Nasdaq Composite added 417.79 points, or 3.13%, to 13,770.57.</p><p>Among the 11 major sectors of the S&amp;P 500, all but energy ended green. Tech stocks were the clear winners, gaining 4.3%, the biggest one-day jump for the sector since April 6, 2020.</p><p>Fourth-quarter reporting season was firing on all cylinders, with 168 of the companies in the S&amp;P 500 having reported. Of those, 77% have delivered consensus-beating results, according to Refinitiv data.</p><p>But investors have been increasingly focused on guidance, and the extent to which companies expect ongoing global supply challenges to affect their bottom line going forward.</p><p>&#34;As we move into 2022, and as Omicron peaks and the weather improves, I expect supply-chain pressures to ease,&#34; Said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;(They) will probably peak sometime this quarter, and ease throughout the year.&#34;</p><p>Data storage equipment maker <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> cited supply-chain headwinds after it reported lower than expected revenue and provided a disappointing forecast, sending its shares sliding 7.3%.</p><p><a href=\"https://laohu8.com/S/CAT\">Caterpillar Inc</a> fell 5.2% following the equipment maker&#39;s warning that higher production and labor costs will pressure its profit margin.</p><p><a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> dropped 3.5% on downbeat fourth-quarter profit.</p><p>However, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s 7.0% jump gave the S&amp;P 500 and the Nasdaq their biggest boost, the day after the company posted  record iPhone sales in the holiday quarter.</p><p>Visa Inc surged 10.6% following its quarterly earnings beat driven by increased spending on international travel and e-commerce.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.83-to-1 ratio; on Nasdaq, a 1.92-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 24 new lows; the Nasdaq Composite recorded 16 new highs and 753 new lows.</p><p>Volume on U.S. exchanges was 12.80 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the 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\">\nUS STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 05:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","SPY":"标普500ETF","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4505":"高瓴资本持仓","BK4507":"流媒体概念","BK4532":"文艺复兴科技持仓","AAPL":"苹果","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4515":"5G概念","BK4527":"明星科技股","BK4566":"资本集团"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207811808","content_text":"(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an increasingly aggressive Federal Reserve.All three major U.S. stock indexes began the day in the red, but turned increasingly green as the session progressed, with tech shares doing the heaviest lifting.The S&P 500 and the Dow posted gains from last Friday's close, but the Nasdaq was essentially flat on the week, capping five days of topsy-turvy trading.Still, the bar for \"best daily gains of the year\" was rather low. Even with Friday's jump, the S&P 500 is down 7% so far in 2022, with the Nasdaq and the Dow suffering respective drops of 12% and 4.4% over the same time period.\"Investors are trying to adjust to the impact of this higher rate cycle,\" said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. \"For some of them, stocks still remain more attractive than bonds in a rising rate environment, and they have been fishing around for where a bottom might be.\"\"You're seeing bargain-hunting in a number of stocks, particularly in the Nasdaq,\" Meckler added.Economic data released on Friday showed a drop in consumer spending coupled with the lowest consumer sentiment reading in a decade, and year-on-year Core PCE prices - the Federal Reserve's preferred inflation yardstick - came in at 4.9%, slightly hotter than expected.The graphic below shows how far core PCE and other major indicators have risen above the Fed's average annual 2% target.The Fed made it clear at the conclusion of its monetary policy meeting on Wednesday that they intend to take off their gloves and combat stubbornly persistent inflation by hiking key interest rates more aggressively than many market participants expected.The Dow Jones Industrial Average rose 564.69 points, or 1.65%, to 34,725.47, the S&P 500 gained 105.34 points, or 2.43%, to 4,431.85 and the Nasdaq Composite added 417.79 points, or 3.13%, to 13,770.57.Among the 11 major sectors of the S&P 500, all but energy ended green. Tech stocks were the clear winners, gaining 4.3%, the biggest one-day jump for the sector since April 6, 2020.Fourth-quarter reporting season was firing on all cylinders, with 168 of the companies in the S&P 500 having reported. Of those, 77% have delivered consensus-beating results, according to Refinitiv data.But investors have been increasingly focused on guidance, and the extent to which companies expect ongoing global supply challenges to affect their bottom line going forward.\"As we move into 2022, and as Omicron peaks and the weather improves, I expect supply-chain pressures to ease,\" Said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"(They) will probably peak sometime this quarter, and ease throughout the year.\"Data storage equipment maker Western Digital cited supply-chain headwinds after it reported lower than expected revenue and provided a disappointing forecast, sending its shares sliding 7.3%.Caterpillar Inc fell 5.2% following the equipment maker's warning that higher production and labor costs will pressure its profit margin.Chevron Corp dropped 3.5% on downbeat fourth-quarter profit.However, Apple's 7.0% jump gave the S&P 500 and the Nasdaq their biggest boost, the day after the company posted  record iPhone sales in the holiday quarter.Visa Inc surged 10.6% following its quarterly earnings beat driven by increased spending on international travel and e-commerce.Advancing issues outnumbered declining ones on the NYSE by a 1.83-to-1 ratio; on Nasdaq, a 1.92-to-1 ratio favored advancers.The S&P 500 posted 5 new 52-week highs and 24 new lows; the Nasdaq Composite recorded 16 new highs and 753 new lows.Volume on U.S. exchanges was 12.80 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099141599,"gmtCreate":1643325701435,"gmtModify":1676533803864,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099141599","repostId":"2206412188","repostType":4,"repost":{"id":"2206412188","kind":"highlight","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":1643325103,"share":"https://ttm.financial/m/news/2206412188?lang=&edition=fundamental","pubTime":"2022-01-28 07:11","market":"us","language":"en","title":"U.S. Stocks Ends Lower after Another Wild Ride","url":"https://stock-news.laohu8.com/highlight/detail?id=2206412188","media":"Reuters","summary":"* Russell 2000 confirms it entered bear market on Nov 8* Apple gains in after-hours trading after results* Netflix jumps after Ackman builds new stake* U.S. economy's 2021 growth best since 1984* Inde","content":"<html><head></head><body><p>* Russell 2000 confirms it entered bear market on Nov 8</p><p>* Apple gains in after-hours trading after results</p><p>* Netflix jumps after Ackman builds new stake</p><p>* U.S. economy&#39;s 2021 growth best since 1984</p><p>* Indexes down: Dow 0.02%, S&amp;P 0.54%, Nasdaq 1.40%</p><p>NEW YORK, Jan 27 (Reuters) - Wall Street gyrated wildly on Thursday, the S&amp;P 500 once again narrowly avoiding correction confirmation at the end of a session marked by a rally, selloff and recovery as investors juggled positive economic news with mixed corporate earnings, geopolitical unrest and the prospect of a more hawkish Federal Reserve.</p><p>All three major U.S. stock indexes ended lower, having been whipsawed by uncertainty in recent days, marked by wide fluctuations and heightened volatility.</p><p>Smallcaps have had a rougher go of it, with the Russell 2000 now more than 20% below its Nov. 8 record high, officially confirming the index has been in a bear market since then.</p><p>&#34;This is a market that is schizophrenic,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York. &#34;There are those who believe everything negative has been discounted and there are others who believe that the worst is yet to come.&#34;</p><p>&#34;It’s a period of a lot of uncertainty, it’s been this way all month,&#34; Ghriskey added.</p><p>Among a spate of economic data released on Thursday, the Commerce Department&#39;s advance take on fourth-quarter GDP shows the U.S. economy in 2021 grew at its fastest pace in nearly four decades.</p><p>Markets seesawed following the release on Wednesday of the FOMC statement, which left key interest rates near zero, and Fed Chairman Jerome Powell&#39;s subsequent Q&amp;A session during which he appeared to raise the possibility of more rate hikes this year than previously expected, beginning in March.</p><p>The fed funds futures market now prices in nearly five rate hikes this year in the wake of Powell&#39;s remarks.</p><p>Geopolitical tensions simmered, as Russia continues to build up troops along the Ukrainian border and diplomats scramble to avoid conflict in the region.</p><p>The Dow Jones Industrial Average fell 7.31 points, or 0.02%, to 34,160.78, the S&amp;P 500 lost 23.42 points, or 0.54%, to 4,326.51 and the Nasdaq Composite dropped 189.34 points, or 1.4%, to 13,352.78.</p><p>Of the 11 major sectors in the S&amp;P 500, five ended in the red, with consumer discretionary stocks suffering the largest percentage slide.</p><p>Fourth-quarter reporting season has hit full stride, with 145 of the companies in the S&amp;P 500 having reported. Of those, 79% have delivered consensus-beating results, according to Refinitiv data.</p><p>Analysts now see, on aggregate, year-on-year fourth-quarter earnings growth of 24.2% for the S&amp;P 500, per Refinitiv.</p><p>&#34;The numbers and especially the guidance has not been that inspiring and that’s a factor that’s been limiting the upside so far this week,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p><p>Supply-chain challenges, the engine driving inflation through the recovery from the global health crisis, have been a recurring theme this earnings season.</p><p>Intel Corp cited that issue as the reason behind its disappointing first-quarter earnings forecast, which sent its shares tumbling 7.0%.</p><p>Intel&#39;s dismal outlook weighed on the broader sector, sending the Philadelphia SE semiconductor index down 4.8%, its worst one-day decline since March 8, 2021.</p><p>Shares of Tesla Inc dropped 11.6% after the company warned that supply issues will last throughout 2022. Shares of rivals Lucid Group and Rivian Automotive were down 14.1% and 10.5%, respectively.</p><p>Netflix Inc jumped 7.5% following news that billionaire investor William Ackman has amassed a new $1 billion stake in the company.</p><p>Apple Inc shares gained more than 5% in post-market trading after the iPhone maker beat profit estimates.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.65-to-1 ratio; on Nasdaq, a 3.71-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 17 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 19 new highs and 581 new lows.</p><p>Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.86 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Ends Lower after Another Wild Ride</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Ends Lower after Another Wild Ride\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\">2022-01-28 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Russell 2000 confirms it entered bear market on Nov 8</p><p>* Apple gains in after-hours trading after results</p><p>* Netflix jumps after Ackman builds new stake</p><p>* U.S. economy&#39;s 2021 growth best since 1984</p><p>* Indexes down: Dow 0.02%, S&amp;P 0.54%, Nasdaq 1.40%</p><p>NEW YORK, Jan 27 (Reuters) - Wall Street gyrated wildly on Thursday, the S&amp;P 500 once again narrowly avoiding correction confirmation at the end of a session marked by a rally, selloff and recovery as investors juggled positive economic news with mixed corporate earnings, geopolitical unrest and the prospect of a more hawkish Federal Reserve.</p><p>All three major U.S. stock indexes ended lower, having been whipsawed by uncertainty in recent days, marked by wide fluctuations and heightened volatility.</p><p>Smallcaps have had a rougher go of it, with the Russell 2000 now more than 20% below its Nov. 8 record high, officially confirming the index has been in a bear market since then.</p><p>&#34;This is a market that is schizophrenic,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York. &#34;There are those who believe everything negative has been discounted and there are others who believe that the worst is yet to come.&#34;</p><p>&#34;It’s a period of a lot of uncertainty, it’s been this way all month,&#34; Ghriskey added.</p><p>Among a spate of economic data released on Thursday, the Commerce Department&#39;s advance take on fourth-quarter GDP shows the U.S. economy in 2021 grew at its fastest pace in nearly four decades.</p><p>Markets seesawed following the release on Wednesday of the FOMC statement, which left key interest rates near zero, and Fed Chairman Jerome Powell&#39;s subsequent Q&amp;A session during which he appeared to raise the possibility of more rate hikes this year than previously expected, beginning in March.</p><p>The fed funds futures market now prices in nearly five rate hikes this year in the wake of Powell&#39;s remarks.</p><p>Geopolitical tensions simmered, as Russia continues to build up troops along the Ukrainian border and diplomats scramble to avoid conflict in the region.</p><p>The Dow Jones Industrial Average fell 7.31 points, or 0.02%, to 34,160.78, the S&amp;P 500 lost 23.42 points, or 0.54%, to 4,326.51 and the Nasdaq Composite dropped 189.34 points, or 1.4%, to 13,352.78.</p><p>Of the 11 major sectors in the S&amp;P 500, five ended in the red, with consumer discretionary stocks suffering the largest percentage slide.</p><p>Fourth-quarter reporting season has hit full stride, with 145 of the companies in the S&amp;P 500 having reported. Of those, 79% have delivered consensus-beating results, according to Refinitiv data.</p><p>Analysts now see, on aggregate, year-on-year fourth-quarter earnings growth of 24.2% for the S&amp;P 500, per Refinitiv.</p><p>&#34;The numbers and especially the guidance has not been that inspiring and that’s a factor that’s been limiting the upside so far this week,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p><p>Supply-chain challenges, the engine driving inflation through the recovery from the global health crisis, have been a recurring theme this earnings season.</p><p>Intel Corp cited that issue as the reason behind its disappointing first-quarter earnings forecast, which sent its shares tumbling 7.0%.</p><p>Intel&#39;s dismal outlook weighed on the broader sector, sending the Philadelphia SE semiconductor index down 4.8%, its worst one-day decline since March 8, 2021.</p><p>Shares of Tesla Inc dropped 11.6% after the company warned that supply issues will last throughout 2022. Shares of rivals Lucid Group and Rivian Automotive were down 14.1% and 10.5%, respectively.</p><p>Netflix Inc jumped 7.5% following news that billionaire investor William Ackman has amassed a new $1 billion stake in the company.</p><p>Apple Inc shares gained more than 5% in post-market trading after the iPhone maker beat profit estimates.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.65-to-1 ratio; on Nasdaq, a 3.71-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 17 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 19 new highs and 581 new lows.</p><p>Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.86 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206412188","content_text":"* Russell 2000 confirms it entered bear market on Nov 8* Apple gains in after-hours trading after results* Netflix jumps after Ackman builds new stake* U.S. economy's 2021 growth best since 1984* Indexes down: Dow 0.02%, S&P 0.54%, Nasdaq 1.40%NEW YORK, Jan 27 (Reuters) - Wall Street gyrated wildly on Thursday, the S&P 500 once again narrowly avoiding correction confirmation at the end of a session marked by a rally, selloff and recovery as investors juggled positive economic news with mixed corporate earnings, geopolitical unrest and the prospect of a more hawkish Federal Reserve.All three major U.S. stock indexes ended lower, having been whipsawed by uncertainty in recent days, marked by wide fluctuations and heightened volatility.Smallcaps have had a rougher go of it, with the Russell 2000 now more than 20% below its Nov. 8 record high, officially confirming the index has been in a bear market since then.\"This is a market that is schizophrenic,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York. \"There are those who believe everything negative has been discounted and there are others who believe that the worst is yet to come.\"\"It’s a period of a lot of uncertainty, it’s been this way all month,\" Ghriskey added.Among a spate of economic data released on Thursday, the Commerce Department's advance take on fourth-quarter GDP shows the U.S. economy in 2021 grew at its fastest pace in nearly four decades.Markets seesawed following the release on Wednesday of the FOMC statement, which left key interest rates near zero, and Fed Chairman Jerome Powell's subsequent Q&A session during which he appeared to raise the possibility of more rate hikes this year than previously expected, beginning in March.The fed funds futures market now prices in nearly five rate hikes this year in the wake of Powell's remarks.Geopolitical tensions simmered, as Russia continues to build up troops along the Ukrainian border and diplomats scramble to avoid conflict in the region.The Dow Jones Industrial Average fell 7.31 points, or 0.02%, to 34,160.78, the S&P 500 lost 23.42 points, or 0.54%, to 4,326.51 and the Nasdaq Composite dropped 189.34 points, or 1.4%, to 13,352.78.Of the 11 major sectors in the S&P 500, five ended in the red, with consumer discretionary stocks suffering the largest percentage slide.Fourth-quarter reporting season has hit full stride, with 145 of the companies in the S&P 500 having reported. Of those, 79% have delivered consensus-beating results, according to Refinitiv data.Analysts now see, on aggregate, year-on-year fourth-quarter earnings growth of 24.2% for the S&P 500, per Refinitiv.\"The numbers and especially the guidance has not been that inspiring and that’s a factor that’s been limiting the upside so far this week,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.Supply-chain challenges, the engine driving inflation through the recovery from the global health crisis, have been a recurring theme this earnings season.Intel Corp cited that issue as the reason behind its disappointing first-quarter earnings forecast, which sent its shares tumbling 7.0%.Intel's dismal outlook weighed on the broader sector, sending the Philadelphia SE semiconductor index down 4.8%, its worst one-day decline since March 8, 2021.Shares of Tesla Inc dropped 11.6% after the company warned that supply issues will last throughout 2022. Shares of rivals Lucid Group and Rivian Automotive were down 14.1% and 10.5%, respectively.Netflix Inc jumped 7.5% following news that billionaire investor William Ackman has amassed a new $1 billion stake in the company.Apple Inc shares gained more than 5% in post-market trading after the iPhone maker beat profit estimates.Declining issues outnumbered advancing ones on the NYSE by a 2.65-to-1 ratio; on Nasdaq, a 3.71-to-1 ratio favored decliners.The S&P 500 posted 17 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 19 new highs and 581 new lows.Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.86 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090404356,"gmtCreate":1643241180572,"gmtModify":1676533788800,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090404356","repostId":"2206589977","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090886281,"gmtCreate":1643152181857,"gmtModify":1676533778400,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090886281","repostId":"2206103855","repostType":4,"repost":{"id":"2206103855","kind":"highlight","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":1643151600,"share":"https://ttm.financial/m/news/2206103855?lang=&edition=fundamental","pubTime":"2022-01-26 07:00","market":"us","language":"en","title":"Wall Street Ends down as Markets Whipsaw Ahead of Fed Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2206103855","media":"Reuters","summary":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earning","content":"<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.</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 Street Ends down as Markets Whipsaw Ahead of Fed Meeting</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\">\nWall Street Ends down as Markets Whipsaw Ahead of Fed Meeting\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\">2022-01-26 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4504":"桥水持仓","SPY":"标普500ETF","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IBM":"IBM","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4566":"资本集团","BK4525":"远程办公概念",".IXIC":"NASDAQ Composite","FOMC":"FOMO CORP.","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4134":"信息科技咨询与其它服务","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206103855","content_text":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earnings* Indexes down: Dow 0.19%, S&P 1.22%, Nasdaq 2.28%NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market's churn.In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&P 500 flirted once again with confirming a correction.All three major U.S. stock indexes closed lower.If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.\"We’re floating along this arbitrary 10% line, and investors are asking. 'Is it time to protect my capital by selling or is it time to buy the dip?',\" said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. \"And between yesterday with downward and upward movement you have this battle between the two.\"The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting's conclusion, along with Chairman Jerome Powell's subsequent Q&A session, for clarity regarding the central bank's timeline for hiking key interest rates to combat inflation.\"Certainly, the economic data of late shows some weakening,\" Martin added. \"You would think there might be a more dovish message from the Fed.\"Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.Energy was the top gainer among the 11 major sectors in the S&P 500, with tech shares suffering the largest percentage decline.The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.Analysts now see aggregate S&P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.American Express exceeded fourth-quarter profit estimates, sending the consumer credit company's stock up 8.9%, while Johnson & Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.The S&P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090911724,"gmtCreate":1643066377106,"gmtModify":1676533769767,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090911724","repostId":"2206888965","repostType":4,"repost":{"id":"2206888965","kind":"highlight","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":1643064873,"share":"https://ttm.financial/m/news/2206888965?lang=&edition=fundamental","pubTime":"2022-01-25 06:54","market":"us","language":"en","title":"Wall Street Reverses, Ends Higher in Late Session Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2206888965","media":"Reuters","summary":"Kohl's surges as Sycamore, Acacia show takeover interestIBM climbs in after hours trading after post","content":"<html><head></head><body><ul><li>Kohl&#39;s surges as Sycamore, Acacia show takeover interest</li><li>IBM climbs in after hours trading after posting results</li><li>Indexes up: Dow 0.29%, S&amp;P 0.28%, Nasdaq 0.63%</li></ul><p>NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.</p><p>The S&amp;P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.</p><p>The S&amp;P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.</p><p>Earlier in the day, the indexes were all more than 2% lower. The S&amp;P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.</p><p>This abrupt, late-session U-turn came in the wake of S&amp;P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.</p><p>&#34;Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it&#39;s a healthy part of the markets,&#34; said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.</p><p>&#34;When everything started selling off, that got a lot of people&#39;s attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market,&#34; Dollarhide added.</p><p>The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell&#39;s subsequent Q&amp;A session for clues as to the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;I think investors are over-assuming a very hawkish stance by the Fed,&#34; said Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end.&#34;</p><p>In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.</p><p>The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.</p><p>The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&amp;P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.</p><p>All 11 major sectors of the S&amp;P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.</p><p>Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&amp;P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.</p><p>On aggregate, analysts now see S&amp;P 500 annual EPS growth of 23.7%, per Refinitiv.</p><p>A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.</p><p>Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.</p><p>Kohl&#39;s Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.</p><p>Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.</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 Street Reverses, Ends Higher in Late Session Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Reverses, Ends Higher in Late Session Rally\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\">2022-01-25 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Kohl&#39;s surges as Sycamore, Acacia show takeover interest</li><li>IBM climbs in after hours trading after posting results</li><li>Indexes up: Dow 0.29%, S&amp;P 0.28%, Nasdaq 0.63%</li></ul><p>NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.</p><p>The S&amp;P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.</p><p>The S&amp;P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.</p><p>Earlier in the day, the indexes were all more than 2% lower. The S&amp;P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.</p><p>This abrupt, late-session U-turn came in the wake of S&amp;P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.</p><p>&#34;Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it&#39;s a healthy part of the markets,&#34; said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.</p><p>&#34;When everything started selling off, that got a lot of people&#39;s attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market,&#34; Dollarhide added.</p><p>The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell&#39;s subsequent Q&amp;A session for clues as to the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;I think investors are over-assuming a very hawkish stance by the Fed,&#34; said Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end.&#34;</p><p>In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.</p><p>The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.</p><p>The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&amp;P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.</p><p>All 11 major sectors of the S&amp;P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.</p><p>Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&amp;P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.</p><p>On aggregate, analysts now see S&amp;P 500 annual EPS growth of 23.7%, per Refinitiv.</p><p>A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.</p><p>Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.</p><p>Kohl&#39;s Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.</p><p>Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.</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","SPY":"标普500ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206888965","content_text":"Kohl's surges as Sycamore, Acacia show takeover interestIBM climbs in after hours trading after posting resultsIndexes up: Dow 0.29%, S&P 0.28%, Nasdaq 0.63%NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.The S&P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.The S&P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.Earlier in the day, the indexes were all more than 2% lower. The S&P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.This abrupt, late-session U-turn came in the wake of S&P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.\"Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it's a healthy part of the markets,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.\"When everything started selling off, that got a lot of people's attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market,\" Dollarhide added.The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell's subsequent Q&A session for clues as to the central bank's timeline for hiking key interest rates to combat inflation.\"I think investors are over-assuming a very hawkish stance by the Fed,\" said Sam Stovall, chief investment strategist of CFRA Research in New York. \"Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end.\"In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.All 11 major sectors of the S&P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.On aggregate, analysts now see S&P 500 annual EPS growth of 23.7%, per Refinitiv.A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.Kohl's Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007400065,"gmtCreate":1642979805305,"gmtModify":1676533760626,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007400065","repostId":"1106250133","repostType":4,"repost":{"id":"1106250133","kind":"news","pubTimestamp":1642977542,"share":"https://ttm.financial/m/news/1106250133?lang=&edition=fundamental","pubTime":"2022-01-24 06:39","market":"us","language":"en","title":"Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106250133","media":"Barrons","summary":"It will be a packed week offourth-quarterearnings releases, with more than 100S&P 500companies scheduled to report.IBMandHalliburtonare Monday’s highlights, followed byMicrosoft,Verizon Communications","content":"<html><head></head><body><p>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&amp;P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson &amp; Johnson, and Lockheed Martin on Tuesday.</p><p>Tesla, AT&amp;T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/3d814c4db504737da550137d499ea1fe\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></p><p>The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.</p><p>Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.</p><p><b>Monday 1/24</b></p><p>Brown &amp; Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.</p><p><b>IHS Markit reports</b> its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.</p><p><b>Tuesday 1/25</b></p><p><b>The world’s two largest companies</b> release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.</p><p>3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson &amp; Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.</p><p><b>S&amp;P CoreLogic releases</b> its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.</p><p><b>Wednesday 1/26</b></p><p>Abbott Laboratories, Anthem, AT&amp;T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.</p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.</p><p><b>The Census Bureau</b> reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.</p><p><b>Thursday 1/27</b></p><p>Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.</p><p><b>The Bureau of Economic</b>Analysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.</p><p><b>Friday 1/28</b></p><p>Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch 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\">\nTesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 06:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","MMM":"3M","IBM":"IBM","MCD":"麦当劳","TSLA":"特斯拉","AXP":"美国运通","HAL":"哈里伯顿","CMCSA":"康卡斯特","NOW":"ServiceNow","PSX":"Phillips 66","BA":"波音","V":"Visa","MA":"万事达","T":"美国电话电报","LMT":"洛克希德马丁","CAT":"卡特彼勒","AAPL":"苹果","GE":"GE航空航天","ADM":"阿彻丹尼尔斯米德兰公司","JNJ":"强生","CVX":"雪佛龙","VZ":"威瑞森","INTC":"英特尔","MSFT":"微软",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106250133","content_text":"It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson & Johnson, and Lockheed Martin on Tuesday.Tesla, AT&T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.Monday 1/24Brown & Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.IHS Markit reports its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.Tuesday 1/25The world’s two largest companies release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson & Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.S&P CoreLogic releases its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.Wednesday 1/26Abbott Laboratories, Anthem, AT&T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.The Census Bureau reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.Thursday 1/27Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.The Bureau of EconomicAnalysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.Friday 1/28Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9090404356,"gmtCreate":1643241180572,"gmtModify":1676533788800,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090404356","repostId":"2206589977","repostType":4,"repost":{"id":"2206589977","kind":"highlight","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":1643238051,"share":"https://ttm.financial/m/news/2206589977?lang=&edition=fundamental","pubTime":"2022-01-27 07:00","market":"us","language":"en","title":"Wall Street Gains Evaporate, S&P 500 Ends Lower on Fed Tightening Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=2206589977","media":"Reuters","summary":"* Tesla gyrates in after-market trading after results* Markets gyrate in closing minutes after Powel","content":"<html><head></head><body><p>* Tesla gyrates in after-market trading after results</p><p>* Markets gyrate in closing minutes after Powell Q&amp;A</p><p>* Mattel up on winning back Disney Princess license from Hasbro</p><p>* Indexes: Dow off 0.38%, S&amp;P down 0.15%, Nasdaq up 0.02%</p><p>NEW YORK, Jan 26 (Reuters) - The S&amp;P 500 ended lower on Wednesday, taking an abrupt nosedive that reversed earlier solid gains after the U.S. Federal Reserve released its statement at the conclusion of its two-day policy meeting.</p><p>All three major U.S. stock indexes gyrated wildly in the final minutes of a session that ended with the Dow joining the S&amp;P in negative territory and the Nasdaq eking out a nominal gain.</p><p>The indexes enjoyed a brief surge after the Federal Open Markets Committee left key interest rates near zero. But those gains quickly evaporated as the Fed statement warned it would soon begin raising the Fed Funds target rate to combat persistent inflation related to the COVID-hobbled supply chain.</p><p>&#34;With inflation well above 2 percent and a strong labor market, the Committee expects it will soon be appropriate to raise the target range for the federal funds rate,&#34; the statement said.</p><p>Stocks slid into negative territory once Fed Chairman Jerome Powell&#39;s subsequent Q&amp;A got under way, during which he warned that inflation remains above its long-run goal and supply problems are bigger and more long-lasting than previously thought.</p><p>&#34;When reporters asked Powell if the Fed would consider raising rates at every meeting, which would mean more than four  times this year, he didn’t say they wouldn’t, which indicates a flexibility to raise rates much more quickly (if necessary) than anyone was expecting,&#34; said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p><p>The Dow Jones Industrial Average fell 129.64 points, or 0.38%, to 34,168.09, the S&amp;P 500 lost 6.52 points, or 0.15%, to 4,349.93 and the Nasdaq Composite added 2.82 points, or 0.02%, to 13,542.12.</p><p>While all 11 major sectors of the S&amp;P 500 spent much of the trading day green, by the time the dust settled only tech and financials showed gains.</p><p>Fourth-quarter reporting season has hit full stride, with one-fifth of the companies in the S&amp;P 500 having posted results. Of those, 81% have beaten consensus, according to Refinitiv data.</p><p>Microsoft Corp gained 2.8% after current-quarter revenue guidance, driven in part by its cloud business, came in above consensus.</p><p>Boeing Co was down 4.8% after the plane maker said it incurred $4.5 billion in charges in the fourth quarter related to its sidelined 787.</p><p>Toy maker Mattel Inc jumped 4.3% after regaining the right from rival Hasbro Inc to produce toys based on Walt Disney Co&#39;s &#34;Frozen&#34; franchise.</p><p>Shares of Tesla gyrated wildly in extended trade after the electric vehicle maker warned that its factories would run below capacity through 2022 due to supply-chain limitations.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 12 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 28 new highs and 206 new lows.</p><p>Volume on U.S. exchanges was 14.50 billion shares, compared with the 11.58 billion average over the last 20 trading days.</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 Street Gains Evaporate, S&P 500 Ends Lower on Fed Tightening Timeline</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 Street Gains Evaporate, S&P 500 Ends Lower on Fed Tightening Timeline\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\">2022-01-27 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Tesla gyrates in after-market trading after results</p><p>* Markets gyrate in closing minutes after Powell Q&amp;A</p><p>* Mattel up on winning back Disney Princess license from Hasbro</p><p>* Indexes: Dow off 0.38%, S&amp;P down 0.15%, Nasdaq up 0.02%</p><p>NEW YORK, Jan 26 (Reuters) - The S&amp;P 500 ended lower on Wednesday, taking an abrupt nosedive that reversed earlier solid gains after the U.S. Federal Reserve released its statement at the conclusion of its two-day policy meeting.</p><p>All three major U.S. stock indexes gyrated wildly in the final minutes of a session that ended with the Dow joining the S&amp;P in negative territory and the Nasdaq eking out a nominal gain.</p><p>The indexes enjoyed a brief surge after the Federal Open Markets Committee left key interest rates near zero. But those gains quickly evaporated as the Fed statement warned it would soon begin raising the Fed Funds target rate to combat persistent inflation related to the COVID-hobbled supply chain.</p><p>&#34;With inflation well above 2 percent and a strong labor market, the Committee expects it will soon be appropriate to raise the target range for the federal funds rate,&#34; the statement said.</p><p>Stocks slid into negative territory once Fed Chairman Jerome Powell&#39;s subsequent Q&amp;A got under way, during which he warned that inflation remains above its long-run goal and supply problems are bigger and more long-lasting than previously thought.</p><p>&#34;When reporters asked Powell if the Fed would consider raising rates at every meeting, which would mean more than four  times this year, he didn’t say they wouldn’t, which indicates a flexibility to raise rates much more quickly (if necessary) than anyone was expecting,&#34; said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p><p>The Dow Jones Industrial Average fell 129.64 points, or 0.38%, to 34,168.09, the S&amp;P 500 lost 6.52 points, or 0.15%, to 4,349.93 and the Nasdaq Composite added 2.82 points, or 0.02%, to 13,542.12.</p><p>While all 11 major sectors of the S&amp;P 500 spent much of the trading day green, by the time the dust settled only tech and financials showed gains.</p><p>Fourth-quarter reporting season has hit full stride, with one-fifth of the companies in the S&amp;P 500 having posted results. Of those, 81% have beaten consensus, according to Refinitiv data.</p><p>Microsoft Corp gained 2.8% after current-quarter revenue guidance, driven in part by its cloud business, came in above consensus.</p><p>Boeing Co was down 4.8% after the plane maker said it incurred $4.5 billion in charges in the fourth quarter related to its sidelined 787.</p><p>Toy maker Mattel Inc jumped 4.3% after regaining the right from rival Hasbro Inc to produce toys based on Walt Disney Co&#39;s &#34;Frozen&#34; franchise.</p><p>Shares of Tesla gyrated wildly in extended trade after the electric vehicle maker warned that its factories would run below capacity through 2022 due to supply-chain limitations.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 12 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 28 new highs and 206 new lows.</p><p>Volume on U.S. exchanges was 14.50 billion shares, compared with the 11.58 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","MSFT":"微软","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206589977","content_text":"* Tesla gyrates in after-market trading after results* Markets gyrate in closing minutes after Powell Q&A* Mattel up on winning back Disney Princess license from Hasbro* Indexes: Dow off 0.38%, S&P down 0.15%, Nasdaq up 0.02%NEW YORK, Jan 26 (Reuters) - The S&P 500 ended lower on Wednesday, taking an abrupt nosedive that reversed earlier solid gains after the U.S. Federal Reserve released its statement at the conclusion of its two-day policy meeting.All three major U.S. stock indexes gyrated wildly in the final minutes of a session that ended with the Dow joining the S&P in negative territory and the Nasdaq eking out a nominal gain.The indexes enjoyed a brief surge after the Federal Open Markets Committee left key interest rates near zero. But those gains quickly evaporated as the Fed statement warned it would soon begin raising the Fed Funds target rate to combat persistent inflation related to the COVID-hobbled supply chain.\"With inflation well above 2 percent and a strong labor market, the Committee expects it will soon be appropriate to raise the target range for the federal funds rate,\" the statement said.Stocks slid into negative territory once Fed Chairman Jerome Powell's subsequent Q&A got under way, during which he warned that inflation remains above its long-run goal and supply problems are bigger and more long-lasting than previously thought.\"When reporters asked Powell if the Fed would consider raising rates at every meeting, which would mean more than four  times this year, he didn’t say they wouldn’t, which indicates a flexibility to raise rates much more quickly (if necessary) than anyone was expecting,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.The Dow Jones Industrial Average fell 129.64 points, or 0.38%, to 34,168.09, the S&P 500 lost 6.52 points, or 0.15%, to 4,349.93 and the Nasdaq Composite added 2.82 points, or 0.02%, to 13,542.12.While all 11 major sectors of the S&P 500 spent much of the trading day green, by the time the dust settled only tech and financials showed gains.Fourth-quarter reporting season has hit full stride, with one-fifth of the companies in the S&P 500 having posted results. Of those, 81% have beaten consensus, according to Refinitiv data.Microsoft Corp gained 2.8% after current-quarter revenue guidance, driven in part by its cloud business, came in above consensus.Boeing Co was down 4.8% after the plane maker said it incurred $4.5 billion in charges in the fourth quarter related to its sidelined 787.Toy maker Mattel Inc jumped 4.3% after regaining the right from rival Hasbro Inc to produce toys based on Walt Disney Co's \"Frozen\" franchise.Shares of Tesla gyrated wildly in extended trade after the electric vehicle maker warned that its factories would run below capacity through 2022 due to supply-chain limitations.Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.The S&P 500 posted 12 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 28 new highs and 206 new lows.Volume on U.S. exchanges was 14.50 billion shares, compared with the 11.58 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090886281,"gmtCreate":1643152181857,"gmtModify":1676533778400,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090886281","repostId":"2206103855","repostType":4,"repost":{"id":"2206103855","kind":"highlight","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":1643151600,"share":"https://ttm.financial/m/news/2206103855?lang=&edition=fundamental","pubTime":"2022-01-26 07:00","market":"us","language":"en","title":"Wall Street Ends down as Markets Whipsaw Ahead of Fed Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2206103855","media":"Reuters","summary":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earning","content":"<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.</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 Street Ends down as Markets Whipsaw Ahead of Fed Meeting</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\">\nWall Street Ends down as Markets Whipsaw Ahead of Fed Meeting\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\">2022-01-26 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4504":"桥水持仓","SPY":"标普500ETF","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IBM":"IBM","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4566":"资本集团","BK4525":"远程办公概念",".IXIC":"NASDAQ Composite","FOMC":"FOMO CORP.","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4134":"信息科技咨询与其它服务","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206103855","content_text":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earnings* Indexes down: Dow 0.19%, S&P 1.22%, Nasdaq 2.28%NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market's churn.In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&P 500 flirted once again with confirming a correction.All three major U.S. stock indexes closed lower.If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.\"We’re floating along this arbitrary 10% line, and investors are asking. 'Is it time to protect my capital by selling or is it time to buy the dip?',\" said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. \"And between yesterday with downward and upward movement you have this battle between the two.\"The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting's conclusion, along with Chairman Jerome Powell's subsequent Q&A session, for clarity regarding the central bank's timeline for hiking key interest rates to combat inflation.\"Certainly, the economic data of late shows some weakening,\" Martin added. \"You would think there might be a more dovish message from the Fed.\"Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.Energy was the top gainer among the 11 major sectors in the S&P 500, with tech shares suffering the largest percentage decline.The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.Analysts now see aggregate S&P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.American Express exceeded fourth-quarter profit estimates, sending the consumer credit company's stock up 8.9%, while Johnson & Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.The S&P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090911724,"gmtCreate":1643066377106,"gmtModify":1676533769767,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090911724","repostId":"2206888965","repostType":4,"repost":{"id":"2206888965","kind":"highlight","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":1643064873,"share":"https://ttm.financial/m/news/2206888965?lang=&edition=fundamental","pubTime":"2022-01-25 06:54","market":"us","language":"en","title":"Wall Street Reverses, Ends Higher in Late Session Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2206888965","media":"Reuters","summary":"Kohl's surges as Sycamore, Acacia show takeover interestIBM climbs in after hours trading after post","content":"<html><head></head><body><ul><li>Kohl&#39;s surges as Sycamore, Acacia show takeover interest</li><li>IBM climbs in after hours trading after posting results</li><li>Indexes up: Dow 0.29%, S&amp;P 0.28%, Nasdaq 0.63%</li></ul><p>NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.</p><p>The S&amp;P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.</p><p>The S&amp;P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.</p><p>Earlier in the day, the indexes were all more than 2% lower. The S&amp;P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.</p><p>This abrupt, late-session U-turn came in the wake of S&amp;P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.</p><p>&#34;Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it&#39;s a healthy part of the markets,&#34; said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.</p><p>&#34;When everything started selling off, that got a lot of people&#39;s attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market,&#34; Dollarhide added.</p><p>The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell&#39;s subsequent Q&amp;A session for clues as to the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;I think investors are over-assuming a very hawkish stance by the Fed,&#34; said Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end.&#34;</p><p>In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.</p><p>The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.</p><p>The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&amp;P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.</p><p>All 11 major sectors of the S&amp;P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.</p><p>Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&amp;P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.</p><p>On aggregate, analysts now see S&amp;P 500 annual EPS growth of 23.7%, per Refinitiv.</p><p>A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.</p><p>Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.</p><p>Kohl&#39;s Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.</p><p>Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.</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 Street Reverses, Ends Higher in Late Session Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Reverses, Ends Higher in Late Session Rally\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\">2022-01-25 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Kohl&#39;s surges as Sycamore, Acacia show takeover interest</li><li>IBM climbs in after hours trading after posting results</li><li>Indexes up: Dow 0.29%, S&amp;P 0.28%, Nasdaq 0.63%</li></ul><p>NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.</p><p>The S&amp;P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.</p><p>The S&amp;P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.</p><p>Earlier in the day, the indexes were all more than 2% lower. The S&amp;P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.</p><p>This abrupt, late-session U-turn came in the wake of S&amp;P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.</p><p>&#34;Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it&#39;s a healthy part of the markets,&#34; said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.</p><p>&#34;When everything started selling off, that got a lot of people&#39;s attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market,&#34; Dollarhide added.</p><p>The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell&#39;s subsequent Q&amp;A session for clues as to the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;I think investors are over-assuming a very hawkish stance by the Fed,&#34; said Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end.&#34;</p><p>In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.</p><p>The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.</p><p>The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&amp;P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.</p><p>All 11 major sectors of the S&amp;P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.</p><p>Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&amp;P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.</p><p>On aggregate, analysts now see S&amp;P 500 annual EPS growth of 23.7%, per Refinitiv.</p><p>A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.</p><p>Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.</p><p>Kohl&#39;s Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.</p><p>Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.</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","SPY":"标普500ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206888965","content_text":"Kohl's surges as Sycamore, Acacia show takeover interestIBM climbs in after hours trading after posting resultsIndexes up: Dow 0.29%, S&P 0.28%, Nasdaq 0.63%NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.The S&P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.The S&P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.Earlier in the day, the indexes were all more than 2% lower. The S&P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.This abrupt, late-session U-turn came in the wake of S&P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.\"Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it's a healthy part of the markets,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.\"When everything started selling off, that got a lot of people's attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market,\" Dollarhide added.The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell's subsequent Q&A session for clues as to the central bank's timeline for hiking key interest rates to combat inflation.\"I think investors are over-assuming a very hawkish stance by the Fed,\" said Sam Stovall, chief investment strategist of CFRA Research in New York. \"Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end.\"In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.All 11 major sectors of the S&P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.On aggregate, analysts now see S&P 500 annual EPS growth of 23.7%, per Refinitiv.A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.Kohl's Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007400065,"gmtCreate":1642979805305,"gmtModify":1676533760626,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007400065","repostId":"1106250133","repostType":4,"repost":{"id":"1106250133","kind":"news","pubTimestamp":1642977542,"share":"https://ttm.financial/m/news/1106250133?lang=&edition=fundamental","pubTime":"2022-01-24 06:39","market":"us","language":"en","title":"Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106250133","media":"Barrons","summary":"It will be a packed week offourth-quarterearnings releases, with more than 100S&P 500companies scheduled to report.IBMandHalliburtonare Monday’s highlights, followed byMicrosoft,Verizon Communications","content":"<html><head></head><body><p>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&amp;P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson &amp; Johnson, and Lockheed Martin on Tuesday.</p><p>Tesla, AT&amp;T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/3d814c4db504737da550137d499ea1fe\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></p><p>The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.</p><p>Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.</p><p><b>Monday 1/24</b></p><p>Brown &amp; Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.</p><p><b>IHS Markit reports</b> its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.</p><p><b>Tuesday 1/25</b></p><p><b>The world’s two largest companies</b> release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.</p><p>3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson &amp; Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.</p><p><b>S&amp;P CoreLogic releases</b> its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.</p><p><b>Wednesday 1/26</b></p><p>Abbott Laboratories, Anthem, AT&amp;T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.</p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.</p><p><b>The Census Bureau</b> reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.</p><p><b>Thursday 1/27</b></p><p>Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.</p><p><b>The Bureau of Economic</b>Analysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.</p><p><b>Friday 1/28</b></p><p>Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch 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\">\nTesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 06:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","MMM":"3M","IBM":"IBM","MCD":"麦当劳","TSLA":"特斯拉","AXP":"美国运通","HAL":"哈里伯顿","CMCSA":"康卡斯特","NOW":"ServiceNow","PSX":"Phillips 66","BA":"波音","V":"Visa","MA":"万事达","T":"美国电话电报","LMT":"洛克希德马丁","CAT":"卡特彼勒","AAPL":"苹果","GE":"GE航空航天","ADM":"阿彻丹尼尔斯米德兰公司","JNJ":"强生","CVX":"雪佛龙","VZ":"威瑞森","INTC":"英特尔","MSFT":"微软",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106250133","content_text":"It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson & Johnson, and Lockheed Martin on Tuesday.Tesla, AT&T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.Monday 1/24Brown & Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.IHS Markit reports its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.Tuesday 1/25The world’s two largest companies release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson & Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.S&P CoreLogic releases its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.Wednesday 1/26Abbott Laboratories, Anthem, AT&T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.The Census Bureau reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.Thursday 1/27Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.The Bureau of EconomicAnalysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.Friday 1/28Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099141599,"gmtCreate":1643325701435,"gmtModify":1676533803864,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099141599","repostId":"2206412188","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031534967,"gmtCreate":1646613416439,"gmtModify":1676534143147,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"&nbsp;Ok","listText":"&nbsp;Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031534967","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<html><head></head><body><p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。</p><p>本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的<a href=\"https://laohu8.com/S/BRK\">伯克希尔</a>哈撒韦公司增持了<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份，目前持有股份达到1.13亿股，价值53亿美元。</p><p>在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上</b>，巴菲特也因此觉察这个机会，大举买入石油公司股票。</p><p>目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。<b>但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。</b></p><p>目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。</p><p>不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，<b>从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。</b></p><p>伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。</p><p>这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。</p><p>当时巴菲特对CNBC表示，他是在押注油价将长期上涨。</p><p>不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：</p><blockquote>“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”</blockquote><p>为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。</p><p><b>但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，</b>这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。</p><p>而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 07:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3653483><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653483\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099440046,"gmtCreate":1643417671087,"gmtModify":1676533818142,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099440046","repostId":"2207811808","repostType":4,"repost":{"id":"2207811808","kind":"highlight","pubTimestamp":1643406842,"share":"https://ttm.financial/m/news/2207811808?lang=&edition=fundamental","pubTime":"2022-01-29 05:54","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2207811808","media":"Reuters","summary":"(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag ","content":"<html><head></head><body><p> (Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an increasingly aggressive Federal Reserve.</p><p>All three major U.S. stock indexes began the day in the red, but turned increasingly green as the session progressed, with tech shares doing the heaviest lifting.</p><p>The S&amp;P 500 and the Dow posted gains from last Friday&#39;s close, but the Nasdaq was essentially flat on the week, capping five days of topsy-turvy trading.</p><p>Still, the bar for &#34;best daily gains of the year&#34; was rather low. Even with Friday&#39;s jump, the S&amp;P 500 is down 7% so far in 2022, with the Nasdaq and the Dow suffering respective drops of 12% and 4.4% over the same time period.</p><p>&#34;Investors are trying to adjust to the impact of this higher rate cycle,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;For some of them, stocks still remain more attractive than bonds in a rising rate environment, and they have been fishing around for where a bottom might be.&#34;</p><p>&#34;You&#39;re seeing bargain-hunting in a number of stocks, particularly in the Nasdaq,&#34; Meckler added.</p><p>Economic data released on Friday showed a drop in consumer spending coupled with the lowest consumer sentiment reading in a decade, and year-on-year Core PCE prices - the Federal Reserve&#39;s preferred inflation yardstick - came in at 4.9%, slightly hotter than expected.</p><p>The graphic below shows how far core PCE and other major indicators have risen above the Fed&#39;s average annual 2% target.</p><p>The Fed made it clear at the conclusion of its monetary policy meeting on Wednesday that they intend to take off their gloves and combat stubbornly persistent inflation by hiking key interest rates more aggressively than many market participants expected.</p><p>The Dow Jones Industrial Average rose 564.69 points, or 1.65%, to 34,725.47, the S&amp;P 500 gained 105.34 points, or 2.43%, to 4,431.85 and the Nasdaq Composite added 417.79 points, or 3.13%, to 13,770.57.</p><p>Among the 11 major sectors of the S&amp;P 500, all but energy ended green. Tech stocks were the clear winners, gaining 4.3%, the biggest one-day jump for the sector since April 6, 2020.</p><p>Fourth-quarter reporting season was firing on all cylinders, with 168 of the companies in the S&amp;P 500 having reported. Of those, 77% have delivered consensus-beating results, according to Refinitiv data.</p><p>But investors have been increasingly focused on guidance, and the extent to which companies expect ongoing global supply challenges to affect their bottom line going forward.</p><p>&#34;As we move into 2022, and as Omicron peaks and the weather improves, I expect supply-chain pressures to ease,&#34; Said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;(They) will probably peak sometime this quarter, and ease throughout the year.&#34;</p><p>Data storage equipment maker <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> cited supply-chain headwinds after it reported lower than expected revenue and provided a disappointing forecast, sending its shares sliding 7.3%.</p><p><a href=\"https://laohu8.com/S/CAT\">Caterpillar Inc</a> fell 5.2% following the equipment maker&#39;s warning that higher production and labor costs will pressure its profit margin.</p><p><a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> dropped 3.5% on downbeat fourth-quarter profit.</p><p>However, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s 7.0% jump gave the S&amp;P 500 and the Nasdaq their biggest boost, the day after the company posted  record iPhone sales in the holiday quarter.</p><p>Visa Inc surged 10.6% following its quarterly earnings beat driven by increased spending on international travel and e-commerce.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.83-to-1 ratio; on Nasdaq, a 1.92-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 24 new lows; the Nasdaq Composite recorded 16 new highs and 753 new lows.</p><p>Volume on U.S. exchanges was 12.80 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the 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; 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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-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 05:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","SPY":"标普500ETF","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4505":"高瓴资本持仓","BK4507":"流媒体概念","BK4532":"文艺复兴科技持仓","AAPL":"苹果","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4515":"5G概念","BK4527":"明星科技股","BK4566":"资本集团"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207811808","content_text":"(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an increasingly aggressive Federal Reserve.All three major U.S. stock indexes began the day in the red, but turned increasingly green as the session progressed, with tech shares doing the heaviest lifting.The S&P 500 and the Dow posted gains from last Friday's close, but the Nasdaq was essentially flat on the week, capping five days of topsy-turvy trading.Still, the bar for \"best daily gains of the year\" was rather low. Even with Friday's jump, the S&P 500 is down 7% so far in 2022, with the Nasdaq and the Dow suffering respective drops of 12% and 4.4% over the same time period.\"Investors are trying to adjust to the impact of this higher rate cycle,\" said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. \"For some of them, stocks still remain more attractive than bonds in a rising rate environment, and they have been fishing around for where a bottom might be.\"\"You're seeing bargain-hunting in a number of stocks, particularly in the Nasdaq,\" Meckler added.Economic data released on Friday showed a drop in consumer spending coupled with the lowest consumer sentiment reading in a decade, and year-on-year Core PCE prices - the Federal Reserve's preferred inflation yardstick - came in at 4.9%, slightly hotter than expected.The graphic below shows how far core PCE and other major indicators have risen above the Fed's average annual 2% target.The Fed made it clear at the conclusion of its monetary policy meeting on Wednesday that they intend to take off their gloves and combat stubbornly persistent inflation by hiking key interest rates more aggressively than many market participants expected.The Dow Jones Industrial Average rose 564.69 points, or 1.65%, to 34,725.47, the S&P 500 gained 105.34 points, or 2.43%, to 4,431.85 and the Nasdaq Composite added 417.79 points, or 3.13%, to 13,770.57.Among the 11 major sectors of the S&P 500, all but energy ended green. Tech stocks were the clear winners, gaining 4.3%, the biggest one-day jump for the sector since April 6, 2020.Fourth-quarter reporting season was firing on all cylinders, with 168 of the companies in the S&P 500 having reported. Of those, 77% have delivered consensus-beating results, according to Refinitiv data.But investors have been increasingly focused on guidance, and the extent to which companies expect ongoing global supply challenges to affect their bottom line going forward.\"As we move into 2022, and as Omicron peaks and the weather improves, I expect supply-chain pressures to ease,\" Said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"(They) will probably peak sometime this quarter, and ease throughout the year.\"Data storage equipment maker Western Digital cited supply-chain headwinds after it reported lower than expected revenue and provided a disappointing forecast, sending its shares sliding 7.3%.Caterpillar Inc fell 5.2% following the equipment maker's warning that higher production and labor costs will pressure its profit margin.Chevron Corp dropped 3.5% on downbeat fourth-quarter profit.However, Apple's 7.0% jump gave the S&P 500 and the Nasdaq their biggest boost, the day after the company posted  record iPhone sales in the holiday quarter.Visa Inc surged 10.6% following its quarterly earnings beat driven by increased spending on international travel and e-commerce.Advancing issues outnumbered declining ones on the NYSE by a 1.83-to-1 ratio; on Nasdaq, a 1.92-to-1 ratio favored advancers.The S&P 500 posted 5 new 52-week highs and 24 new lows; the Nasdaq Composite recorded 16 new highs and 753 new lows.Volume on U.S. exchanges was 12.80 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085736889,"gmtCreate":1650764733130,"gmtModify":1676534788374,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085736889","repostId":"2229416577","repostType":4,"repost":{"id":"2229416577","kind":"news","pubTimestamp":1650684004,"share":"https://ttm.financial/m/news/2229416577?lang=&edition=fundamental","pubTime":"2022-04-23 11:20","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2229416577","media":"seekingalpha","summary":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.</li><li>A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.</li><li>Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.</li><li>Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b5ac1c4e34f0e556f966ee340d8118\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>alexsl/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>The stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.</p><p>And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,</p><ul><li>BABA&#39;s stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN&#39;s stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.</li><li>As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA&#39;s EBIT profit margin is almost twice that of Amazon - not only shows BABA&#39;s superior profitability (and AMZN&#39;s concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&amp;D output, return on capital employed, and growth potential.</li><li>Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc32a62854da273e12174d4c8743211\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9307ef042b92a9964176e9d55e850efc\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Both R&amp;D aggressively but BABA enjoys way better yield</b></p><p>As mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>.</p><p>So let&#39;s first see how well and sustainably BABA and AMZN can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&amp;D in recent years. AMZN didn&#39;t spend meaningfully on R&amp;D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&amp;D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7e323032c8f5c21cefbaad05f431d0\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><p>Then the next question is, how effective is their R&amp;D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett&#39;s $1 test on R&amp;D expenses. Advised by Buffett, we do not only listen to CEOs&#39; pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN&#39;s cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:</p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure for profit.</i></li><li><i>Also, most R&amp;D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.</i></li></ul></blockquote><p>As you can see, the R&amp;D yield for both has been remarkably consistent although at different levels. In BABA&#39;s case, its R&amp;D yield has been steady around an average of $3.3 in recent years. This level of R&amp;D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&amp;D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&amp;D yield in this group is Apple (AAPL), which generates an R&amp;D yield of $4.7 of profit output from every $1 of R&amp;D expenses.</p><p>AMZN&#39;s R&amp;D yield of $0.9, on the other hand, is substantially lower than BABA&#39;s and is also the lowest among the FAAMG group. And note that since AMZN didn&#39;t spend meaningfully on R&amp;D before 2016, we only started reporting its R&amp;D yield starting in 2016.</p><p>Next, we will examine their profitability to fuel their R&amp;D efforts sustainably and also dive into some of the specific R&amp;D efforts they are undertaking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900e44a75dee8b7ca4ba98a4fd84fe9f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>BABA enjoys far superior profitability</b></p><p>As explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is &#34;simply&#34; the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China&#39;s tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.</p><p>AMZN&#39;s ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it&#39;s not comparable to BABA or other overachievers in the FAANG pack.</p><p>Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8056d3adecb25ebef04479bb04307ec3\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Growth prospects and final verdict</b></p><p>Looking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it&#39;s easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it&#39;s projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>OBERLO data</span></p><p>I also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure &#34;pay per use&#34; model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA&#39;s case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&amp;D yield and high ROCE. Similarly, AMZN&#39;s AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN&#39;s also announced the planned $8.45 billion purchase of MGM Movie Studios, and I&#39;m optimistic about the synergies with its streaming businesses.</p><p>Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world&#39;s unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.</p><p>Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&amp;D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609b820dedf6ed23d5ddfd1ed92b9515\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Risks</b></p><p>I do not think there is a need to repeat BABA&#39;s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (&#34;FCF&#34;) deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963ea4489df1ce587e26c13d870e7326\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>AMZN 2021 Q4 earnings release</span></p><p><b>Summary and final thoughts</b></p><p>The stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.</p><p>The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,</p><ul><li>The current market valuation has already priced in all the risks surrounding BABA. BABA&#39;s price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.</li><li>Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&amp;D efforts, but BABA enjoys a far better yield.</li><li>I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. Amazon Stock: Back To Fundamentals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon Stock: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229416577","content_text":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.alexsl/iStock Unreleased via Getty ImagesThesisThe stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.Seeking AlphaSeeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process.So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.Author based on Seeking Alpha dataThen the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.AuthorBABA enjoys far superior profitabilityAs explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.AuthorGrowth prospects and final verdictLooking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.OBERLO dataI also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure \"pay per use\" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.AuthorRisksI do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (\"FCF\") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.AMZN 2021 Q4 earnings releaseSummary and final thoughtsThe stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031535751,"gmtCreate":1646613408929,"gmtModify":1676534143147,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031535751","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<html><head></head><body><p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。</p><p>本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的<a href=\"https://laohu8.com/S/BRK\">伯克希尔</a>哈撒韦公司增持了<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份，目前持有股份达到1.13亿股，价值53亿美元。</p><p>在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上</b>，巴菲特也因此觉察这个机会，大举买入石油公司股票。</p><p>目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。<b>但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。</b></p><p>目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。</p><p>不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，<b>从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。</b></p><p>伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。</p><p>这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。</p><p>当时巴菲特对CNBC表示，他是在押注油价将长期上涨。</p><p>不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：</p><blockquote>“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”</blockquote><p>为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。</p><p><b>但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，</b>这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。</p><p>而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 07:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3653483><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653483\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031532590,"gmtCreate":1646613303829,"gmtModify":1676534143114,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031532590","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<html><head></head><body><p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。</p><p>本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的<a href=\"https://laohu8.com/S/BRK\">伯克希尔</a>哈撒韦公司增持了<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份，目前持有股份达到1.13亿股，价值53亿美元。</p><p>在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上</b>，巴菲特也因此觉察这个机会，大举买入石油公司股票。</p><p>目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。<b>但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。</b></p><p>目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。</p><p>不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，<b>从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。</b></p><p>伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。</p><p>这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。</p><p>当时巴菲特对CNBC表示，他是在押注油价将长期上涨。</p><p>不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：</p><blockquote>“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”</blockquote><p>为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。</p><p><b>但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，</b>这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。</p><p>而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n姜还是老的辣！油价暴涨，巴菲特大手笔买入石油公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 07:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3653483><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653483\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098582510,"gmtCreate":1644189736992,"gmtModify":1676533896716,"author":{"id":"4104182532028850","authorId":"4104182532028850","name":"WohWoh","avatar":"https://static.itradeup.com/news/9eb04ea9b49cf08acf7a8d88d7d40ea2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104182532028850","authorIdStr":"4104182532028850"},"themes":[],"htmlText":"Hi 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