T202311701 personal page - To The Moon

T202311701

T202311701

No personal profile

70Follow

235Followers

4Topic

0Badge

01-19

$NIO 20240119 7.5 PUT$

01-19

$NIO 20240119 7.5 PUT$

2023-07-13

O

Nasdaq Leads Wall St to Higher Close As CPI Report Lifts Sentiment

2023-05-09

O

NIO: 3 Catalysts For A Major Rebound

2023-04-25

O

3 Things About Nio That Smart Investors Know

2023-04-20

O

Tesla Is a Victim of a Price War It Started

2023-04-12

O

Big Banks That Shored Up First Republic Pushed to Boost Reserves

2023-04-12

O

US Inflation Data Will Shatter the Stock Market Calm, Goldman Partner Warns

2023-04-11

O

Why Apple's Expected 40% Mac Sales Decline Doesn't Worry Us

2023-04-08

O

7 Dividend-Paying Large-Cap Stocks to Buy in April

2023-04-08

O

Consumer Discretionary ETFs: Luxury Leisurely Takes Lead

2023-04-08

O

Fed Traders Eye CPI After Jobs Data Boost Odds of a May Hike

2023-03-30

O

Roku to Cut 200 Jobs, About 6% of Staff

2023-03-30

O

US Battery Sourcing Guidance to Cut Some EV Tax Credits

2023-03-30

O

Google Says Microsoft Cloud Practices Are Anti-Competitive

2023-03-30

O

Nvidia: Set Up To Ride The Reversion Angle

2023-03-30

O

Alibaba: Another Confirmation That The Business Is Undervalued

2023-03-30

O

Alibaba's 3-Year Timeline: From Ant Group's Planned IPO to Its Restructuring Plan; Can Its Stock Price Double From Now on?

2023-03-28

O

@0QH:Can NVIDIA Sustain its Bullish Momentum?

2023-03-20

O

Sea’s Billionaire CEO Tells Staff Company Has Turned a Corner

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":4115257325505790,"uuid":"4115257325505790","gmtCreate":1652163881564,"gmtModify":1673930671557,"name":"T202311701","pinyin":"t202311701","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":235,"headSize":70,"tweetSize":1408,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"774ec6f7ffe24a9989b2ca2e139f4b37-1","templateUuid":"774ec6f7ffe24a9989b2ca2e139f4b37","name":"Argentinian Tiger","description":"Joined related football topic in the Tiger community","bigImgUrl":"https://community-static.tradeup.com/news/c4b9257022d333bf6d664b757ae424bf","smallImgUrl":"https://community-static.tradeup.com/news/c4b9257022d333bf6d664b757ae424bf","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9928304122","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":3,"allocatedDate":"2022.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":4001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.06","exceedPercentage":"93.56%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.20","exceedPercentage":"93.02%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":264534298579000,"gmtCreate":1705607749942,"gmtModify":1705607753518,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NIO 20240119 7.5 PUT\">$NIO 20240119 7.5 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NIO 20240119 7.5 PUT\">$NIO 20240119 7.5 PUT$ </a>&nbsp;","text":"$NIO 20240119 7.5 PUT$","images":[{"img":"https://community-static.tradeup.com/news/7cddc8a46fdca4b462969733c8df61dc","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264534298579000","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":264534247002192,"gmtCreate":1705607747055,"gmtModify":1705607751685,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NIO 20240119 7.5 PUT\">$NIO 20240119 7.5 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NIO 20240119 7.5 PUT\">$NIO 20240119 7.5 PUT$ </a>&nbsp;","text":"$NIO 20240119 7.5 PUT$","images":[{"img":"https://community-static.tradeup.com/news/d833fd8355ef97af75e2c0345e99b7d8","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264534247002192","isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":197338707931176,"gmtCreate":1689218550313,"gmtModify":1689218553320,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197338707931176","repostId":"2351461681","repostType":4,"repost":{"id":"2351461681","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":1689193673,"share":"https://www.laohu8.com/m/news/2351461681?lang=&edition=full","pubTime":"2023-07-13 04:27","market":"us","language":"en","title":"Nasdaq Leads Wall St to Higher Close As CPI Report Lifts Sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=2351461681","media":"Reuters","summary":"Nvidia in talks to become anchor investor in Arm IPO-sourcesVMware rises after Broadcom wins conditional EU antitrust OKU.S. consumer prices rise modestly in JuneIndexes: Dow up 0.3%, S&P 500 up 0.7%,","content":"<html><head></head><body><ul><li><p>Nvidia in talks to become anchor investor in Arm IPO-sources</p></li><li><p>VMware rises after Broadcom wins conditional EU antitrust OK</p></li><li><p>U.S. consumer prices rise modestly in June</p></li><li><p>Indexes: Dow up 0.3%, S&amp;P 500 up 0.7%, Nasdaq up 1.2%</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f38fc302207da62bf43d4335f9843a\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>NEW YORK, July 12 (Reuters) - U.S. stocks ended solidly higher on Wednesday, led by a gain of more than 1% in the Nasdaq after a report showed inflation subsided further with consumer prices registering their smallest annual increase in more than two years.</p><p>The data underscored expectations the Federal Reserve may let interest rates stand after <a href=\"https://laohu8.com/S/AONE.U\">one</a> more 25 basis point hike expected at its July policy meeting.</p><p>Shares of big tech-related companies, which tend to be sensitive to higher interest rates, gave the S&amp;P 500 its biggest boost. The technology sector was up 1.3%</p><p>In the 12 months through June, the CPI advanced 3.0%. That was the smallest year-on-year increase since March 2021 and followed a 4.0% rise in May.</p><p>Indexes eased off their early highs by late afternoon, but &#34;bulls remain firmly in charge,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles.</p><p>&#34;Clearly the CPI data we got was what the bulls wanted to see, and those that have been sitting on the sidelines hoping for a pullback continue to get frustrated.&#34;</p><p>The Dow Jones Industrial Average rose 86.01 points, or 0.25%, to 34,347.43, the S&amp;P 500 gained 32.9 points, or 0.74%, to 4,472.16 and the Nasdaq Composite added 158.26 points, or 1.15%, to 13,918.96.</p><p>Investors have been weighing how much longer the Fed will need to raise rates to curb inflation.</p><p>The Cboe Volatility Index , Wall Street&#39;s fear gauge, eased.</p><p>The Labor Department report also showed the smallest monthly gain in underlying consumer prices since August 2021.</p><p>&#34;The market is sensing the Fed is getting closer and closer to that final one and done,&#34; said Quincy Krosby, chief global strategist at LPL Financial in North Carolina.</p><p>The S&amp;P 500 banks index was up 0.6%. Reports from JPMorgan Chase and other major U.S. banks due Friday unofficially begin the second-quarter earnings season.</p><p>U.S. chipmaker Broadcom secured EU antitrust approval for its $61 billion proposed acquisition of cloud computing firm VMware after offering remedies to help rival Marvell Technology . Shares of VMware were up 2.8%, while Broadcom was up 0.9% and Marvel was up 1.2%.</p><p>Nvidia shares rose 3.5% after people familiar with the matter said SoftBank Group Corp&#39;s chip designer Arm Ltd is in talks to bring in Nvidia as an anchor investor as it presses ahead with plans for a New York listing that could happen in September.</p><p>Also, Nvidia said it will invest $50 million to speed up training of Recursion&#39;s artificial intelligence models for drug discovery. Recursion shares were up 78%.</p><p>Investors also digested news that U.S. Treasury Secretary Janet Yellen&#39;s trip to China has raised hopes in Beijing that tariffs on Chinese imports may be eased.</p><p>Volume on U.S. exchanges was 11.20 billion shares, compared with the 11.15 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.23-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 66 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 129 new highs and 42 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Leads Wall St to Higher Close As CPI Report Lifts Sentiment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Leads Wall St to Higher Close As CPI Report Lifts Sentiment\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-07-13 04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><p>Nvidia in talks to become anchor investor in Arm IPO-sources</p></li><li><p>VMware rises after Broadcom wins conditional EU antitrust OK</p></li><li><p>U.S. consumer prices rise modestly in June</p></li><li><p>Indexes: Dow up 0.3%, S&amp;P 500 up 0.7%, Nasdaq up 1.2%</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f38fc302207da62bf43d4335f9843a\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>NEW YORK, July 12 (Reuters) - U.S. stocks ended solidly higher on Wednesday, led by a gain of more than 1% in the Nasdaq after a report showed inflation subsided further with consumer prices registering their smallest annual increase in more than two years.</p><p>The data underscored expectations the Federal Reserve may let interest rates stand after <a href=\"https://laohu8.com/S/AONE.U\">one</a> more 25 basis point hike expected at its July policy meeting.</p><p>Shares of big tech-related companies, which tend to be sensitive to higher interest rates, gave the S&amp;P 500 its biggest boost. The technology sector was up 1.3%</p><p>In the 12 months through June, the CPI advanced 3.0%. That was the smallest year-on-year increase since March 2021 and followed a 4.0% rise in May.</p><p>Indexes eased off their early highs by late afternoon, but &#34;bulls remain firmly in charge,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles.</p><p>&#34;Clearly the CPI data we got was what the bulls wanted to see, and those that have been sitting on the sidelines hoping for a pullback continue to get frustrated.&#34;</p><p>The Dow Jones Industrial Average rose 86.01 points, or 0.25%, to 34,347.43, the S&amp;P 500 gained 32.9 points, or 0.74%, to 4,472.16 and the Nasdaq Composite added 158.26 points, or 1.15%, to 13,918.96.</p><p>Investors have been weighing how much longer the Fed will need to raise rates to curb inflation.</p><p>The Cboe Volatility Index , Wall Street&#39;s fear gauge, eased.</p><p>The Labor Department report also showed the smallest monthly gain in underlying consumer prices since August 2021.</p><p>&#34;The market is sensing the Fed is getting closer and closer to that final one and done,&#34; said Quincy Krosby, chief global strategist at LPL Financial in North Carolina.</p><p>The S&amp;P 500 banks index was up 0.6%. Reports from JPMorgan Chase and other major U.S. banks due Friday unofficially begin the second-quarter earnings season.</p><p>U.S. chipmaker Broadcom secured EU antitrust approval for its $61 billion proposed acquisition of cloud computing firm VMware after offering remedies to help rival Marvell Technology . Shares of VMware were up 2.8%, while Broadcom was up 0.9% and Marvel was up 1.2%.</p><p>Nvidia shares rose 3.5% after people familiar with the matter said SoftBank Group Corp&#39;s chip designer Arm Ltd is in talks to bring in Nvidia as an anchor investor as it presses ahead with plans for a New York listing that could happen in September.</p><p>Also, Nvidia said it will invest $50 million to speed up training of Recursion&#39;s artificial intelligence models for drug discovery. Recursion shares were up 78%.</p><p>Investors also digested news that U.S. Treasury Secretary Janet Yellen&#39;s trip to China has raised hopes in Beijing that tariffs on Chinese imports may be eased.</p><p>Volume on U.S. exchanges was 11.20 billion shares, compared with the 11.15 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.23-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 66 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 129 new highs and 42 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","JPM":"摩根大通","DDM":"道指两倍做多ETF","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","OEF":"标普100指数ETF-iShares","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","MRVL":"迈威尔科技","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","DOG":"道指反向ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","DXD":"道指两倍做空ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IVV":"标普500指数ETF",".DJI":"道琼斯","SSO":"两倍做多标普500ETF","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","BK4587":"ChatGPT概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC",".SPX":"S&P 500 Index","OEX":"标普100","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","NVDA":"英伟达","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","VMW":"威睿","SPXU":"三倍做空标普500ETF","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","SPY":"标普500ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351461681","content_text":"Nvidia in talks to become anchor investor in Arm IPO-sourcesVMware rises after Broadcom wins conditional EU antitrust OKU.S. consumer prices rise modestly in JuneIndexes: Dow up 0.3%, S&P 500 up 0.7%, Nasdaq up 1.2%NEW YORK, July 12 (Reuters) - U.S. stocks ended solidly higher on Wednesday, led by a gain of more than 1% in the Nasdaq after a report showed inflation subsided further with consumer prices registering their smallest annual increase in more than two years.The data underscored expectations the Federal Reserve may let interest rates stand after one more 25 basis point hike expected at its July policy meeting.Shares of big tech-related companies, which tend to be sensitive to higher interest rates, gave the S&P 500 its biggest boost. The technology sector was up 1.3%In the 12 months through June, the CPI advanced 3.0%. That was the smallest year-on-year increase since March 2021 and followed a 4.0% rise in May.Indexes eased off their early highs by late afternoon, but \"bulls remain firmly in charge,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles.\"Clearly the CPI data we got was what the bulls wanted to see, and those that have been sitting on the sidelines hoping for a pullback continue to get frustrated.\"The Dow Jones Industrial Average rose 86.01 points, or 0.25%, to 34,347.43, the S&P 500 gained 32.9 points, or 0.74%, to 4,472.16 and the Nasdaq Composite added 158.26 points, or 1.15%, to 13,918.96.Investors have been weighing how much longer the Fed will need to raise rates to curb inflation.The Cboe Volatility Index , Wall Street's fear gauge, eased.The Labor Department report also showed the smallest monthly gain in underlying consumer prices since August 2021.\"The market is sensing the Fed is getting closer and closer to that final one and done,\" said Quincy Krosby, chief global strategist at LPL Financial in North Carolina.The S&P 500 banks index was up 0.6%. Reports from JPMorgan Chase and other major U.S. banks due Friday unofficially begin the second-quarter earnings season.U.S. chipmaker Broadcom secured EU antitrust approval for its $61 billion proposed acquisition of cloud computing firm VMware after offering remedies to help rival Marvell Technology . Shares of VMware were up 2.8%, while Broadcom was up 0.9% and Marvel was up 1.2%.Nvidia shares rose 3.5% after people familiar with the matter said SoftBank Group Corp's chip designer Arm Ltd is in talks to bring in Nvidia as an anchor investor as it presses ahead with plans for a New York listing that could happen in September.Also, Nvidia said it will invest $50 million to speed up training of Recursion's artificial intelligence models for drug discovery. Recursion shares were up 78%.Investors also digested news that U.S. Treasury Secretary Janet Yellen's trip to China has raised hopes in Beijing that tariffs on Chinese imports may be eased.Volume on U.S. exchanges was 11.20 billion shares, compared with the 11.15 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 3.23-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored advancers.The S&P 500 posted 66 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 129 new highs and 42 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947788451,"gmtCreate":1683609327874,"gmtModify":1683609331477,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947788451","repostId":"2333280197","repostType":2,"repost":{"id":"2333280197","pubTimestamp":1683600277,"share":"https://www.laohu8.com/m/news/2333280197?lang=&edition=full","pubTime":"2023-05-09 10:44","market":"us","language":"en","title":"NIO: 3 Catalysts For A Major Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2333280197","media":"seekingalpha","summary":"SummaryNIO saw a drop-off in deliveries on a month over month basis in April.However, NIO's sedan de","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NIO saw a drop-off in deliveries on a month over month basis in April.</p></li><li><p>However, NIO&#39;s sedan delivery share continued to increase. New product launches could add to delivery growth.</p></li><li><p>NIO continues to represent solid value due to an extraordinarily low P/S ratio. Break-even achievement could also be a catalyst.</p></li></ul><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> saw a decent year over year increase in deliveries for the month of April, but the company&#39;s delivery monthly volume dropped again below 10 thousand units, which is a concern only in the short-term. On the positive side, the electric vehicle company achieved a 74% sedan delivery share last month and the company just started deliveries of the EC7 coupe SUV. With NIO&#39;s shares languishing, I don’t believe that the company’s delivery potential is properly reflected in NIO&#39;s valuation. I see three catalysts (2 short term, 1 longer term) that could drive a fundamental revaluation of NIO&#39;s delivery prospects!</p><h2>Comparison of NIO&#39;s April delivery performance to its top EV rivals</h2><p>NIO delivered 6,658 electric vehicles in April, showing a year over year growth rate of 31.2%. However, last year’s April results were suppressed due to supply chain issues so the delivery benchmark was low in the year-earlier period. NIO&#39;s deliveries fell below 10 thousand units again in April as the company adjusted its production lines and transitions to sedans and it was the first time since January that the company&#39;s deliveries fell below this psychologically important threshold.</p><p>By far the best delivery performance was achieved by Li Auto (LI) which delivered 25,681 electric vehicles in April, showing a massive 516.3% year over year increase. For reasons explained here, I continue to see Li Auto as top value for EV investors.</p><p>XPeng (XPEV) reported another month of declining year over year delivery growth. Of all three EV manufacturers, NIO had the lowest monthly delivery volume and Li Auto the highest. However, NIO&#39;s sedan production is ramping up and the company is launching new models soon which could bump up NIO&#39;s delivery growth rate again in the coming months.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>Deliveries</p></td><td style=\"text-align:left;\"><p>Feb-23</p></td><td style=\"text-align:left;\"><p>Feb Y/Y Growth</p></td><td style=\"text-align:left;\"><p>Mar-23</p></td><td style=\"text-align:left;\"><p>Mar Y/Y Growth</p></td><td style=\"text-align:left;\"><p>Apr-23</p></td><td style=\"text-align:left;\"><p>Apr Y/Y Growth</p></td></tr><tr><td style=\"text-align:left;\"><p>NIO</p></td><td style=\"text-align:left;\"><p>12,157</p></td><td style=\"text-align:left;\"><p>98.3%</p></td><td style=\"text-align:left;\"><p>10,378</p></td><td style=\"text-align:left;\"><p>3.9%</p></td><td style=\"text-align:left;\"><p>6,658</p></td><td style=\"text-align:left;\"><p>31.2%</p></td></tr><tr><td style=\"text-align:left;\"><p>XPEV</p></td><td style=\"text-align:left;\"><p>6,010</p></td><td style=\"text-align:left;\"><p>-3.5%</p></td><td style=\"text-align:left;\"><p>7,002</p></td><td style=\"text-align:left;\"><p>-54.6%</p></td><td style=\"text-align:left;\"><p>7,079</p></td><td style=\"text-align:left;\"><p>-21.4%</p></td></tr><tr><td style=\"text-align:left;\"><p>LI</p></td><td style=\"text-align:left;\"><p>16,620</p></td><td style=\"text-align:left;\"><p>97.5%</p></td><td style=\"text-align:left;\"><p>20,823</p></td><td style=\"text-align:left;\"><p>88.7%</p></td><td style=\"text-align:left;\"><p>25,681</p></td><td style=\"text-align:left;\"><p>516.3%</p></td></tr></tbody></table><p>(Source: Author)</p><h2>Two catalysts: growing sedan delivery share, new EV product launches</h2><p>One of the most significant business drivers for NIO in the last year has been the ramp of sedan products like the ET7 and ET5 which both launched last year. NIO has steadily ramped up production of its sedans at the expense of SUV production, however. As a result, NIO&#39;s sedan delivery share has increased again to 74% in April and I believe the sedan share could grow to 80% by the end of FY 2023. Electric vehicle sedans have become more popular in China in the last year which explains NIO&#39;s aggressive ramp. A ramp in sedan deliveries is tapping into this demand and could potentially reignite investor interest in NIO&#39;s shares going forward.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>NIO ET7/ET5 Metrics</p></td><td style=\"text-align:left;\"><p>Dec-22</p></td><td style=\"text-align:left;\"><p>Jan-23</p></td><td style=\"text-align:left;\"><p>Feb-23</p></td><td style=\"text-align:left;\"><p>Mar-23</p></td><td style=\"text-align:left;\"><p>Apr-23</p></td></tr><tr><td style=\"text-align:left;\"><p>Total Deliveries</p></td><td style=\"text-align:left;\"><p>15,815</p></td><td style=\"text-align:left;\"><p>8,506</p></td><td style=\"text-align:left;\"><p>12,157</p></td><td style=\"text-align:left;\"><p>10,378</p></td><td style=\"text-align:left;\"><p>6,658</p></td></tr><tr><td style=\"text-align:left;\"><p>NIO Sedan Deliveries</p></td><td style=\"text-align:left;\"><p>8,973</p></td><td style=\"text-align:left;\"><p>6,316</p></td><td style=\"text-align:left;\"><p>7,120</p></td><td style=\"text-align:left;\"><p>7,175</p></td><td style=\"text-align:left;\"><p>4,945</p></td></tr><tr><td style=\"text-align:left;\"><p>M/M Growth</p></td><td style=\"text-align:left;\"><p>45.3%</p></td><td style=\"text-align:left;\"><p>-29.6%</p></td><td style=\"text-align:left;\"><p>12.7%</p></td><td style=\"text-align:left;\"><p>0.8%</p></td><td style=\"text-align:left;\"><p>-31.1%</p></td></tr><tr><td style=\"text-align:left;\"><p>Sedan Delivery Share</p></td><td style=\"text-align:left;\"><p>56.7%</p></td><td style=\"text-align:left;\"><p>74.3%</p></td><td style=\"text-align:left;\"><p>58.6%</p></td><td style=\"text-align:left;\"><p>69.1%</p></td><td style=\"text-align:left;\"><p>74.3%</p></td></tr></tbody></table><p>(Source: Author)</p><p>The second catalyst for a potentially higher valuation relates to new product launches. NIO has started to deliver the EC7 in late April, a five-seater coupe sport utility vehicle which could drive delivery growth in the coming months. At the Shanghai auto show in April, NIO also debuted the new ES6 sport utility vehicle as well as the new ET7 flagship sedan. Deliveries for the new models are expected to begin in May 2023. NIO&#39;s new flagship ES8 sport utility vehicle is projected to see the beginning of deliveries to customers in June. New product launches could be a powerful catalyst for NIO&#39;s delivery growth, especially as the company&#39;s sedan line-up grows.</p><h2>3rd catalyst for an upside revaluation</h2><p>After years of fine tuning production lines and growing its product portfolio, NIO is finally coming close to break-even... which I believe would be an event of great significance for the EV company. NIO is expected to be profitable in FY 2026 (consensus view), but it could potentially achieve break-even earlier if sedan deliveries continue to ramp up and the monthly production/delivery volume returns to 10 thousand units. Strong demand for sedan EVs, new EV launches and scale could help NIO get there quickly.</p><p>NIO is expected to lose $0.31 per-share in FY 2024, so there is even a possibility, in my opinion, that the EV company comes very close to break-even as soon as next year. Investors would likely reward NIO with a higher valuation multiplier if they see the EV company finally posting profits.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eb58574b1e0934fe5fc577d86b857ec\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"243\"/><span>Source: Seeking Alpha</span></p><h2>NIO’s valuation</h2><p>I can’t help but like NIO’s valuation at this point. NIO’s shares are currently trading at $8.15 which gives the electric vehicle start-up a low P/S ratio of 0.78X and a market cap of approximately $13.8B. NIO is expected to generate by far the largest revenues ($17.6B) of all three manufacturers next year. NIO achieved a significantly higher market cap during the pandemic and while the valuation at that time may have been inflated, I believe NIO has revaluation potential if the company executes on its sedan ramp.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/027dc20472830665fbcf8900fb6d669e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"580\"/><span>Data by YCharts</span></p><h2>Risks with NIO</h2><p>The biggest commercial risk for NIO is a slowdown in delivery growth, a slowing ramp of sedan production, and declining vehicle margins. Of all these risk factors, I believe the first one, slowing top line and delivery growth, posts the biggest risk to NIO because it could potentially push the break-even year further out into the future.</p><h2>Final thoughts</h2><p>NIO saw 31.2% year or year delivery growth in April and Li Auto once again beat the EV competition regarding delivery performance. Due to strong demand for electric vehicle sedans, NIO continues to see a ramp in its sedan delivery share. New product launches, such as the new EC7 and ES6 could be a boost to NIO&#39;s delivery growth in the months ahead. NIO currently has the lowest P/S ratio in its industry group, and the EV company faces up to three important catalysts (2 short term, 1 long term): (1) NIO’s sedan delivery share continued to ramp up in April signaling a transformation to a less SUV-centric EV maker (2) NIO is launching new products which could add to delivery growth in the coming months and (3) NIO is rapidly approaching its break-even year. For those reasons, and because NIO&#39;s P/S ratio indicates relative undervaluation, I will remain long NIO!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: 3 Catalysts For A Major Rebound</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\">\nNIO: 3 Catalysts For A Major Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-09 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4601469-nio-3-catalysts-for-major-rebound><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO saw a drop-off in deliveries on a month over month basis in April.However, NIO's sedan delivery share continued to increase. New product launches could add to delivery growth.NIO continues ...</p>\n\n<a href=\"https://seekingalpha.com/article/4601469-nio-3-catalysts-for-major-rebound\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4601469-nio-3-catalysts-for-major-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2333280197","content_text":"SummaryNIO saw a drop-off in deliveries on a month over month basis in April.However, NIO's sedan delivery share continued to increase. New product launches could add to delivery growth.NIO continues to represent solid value due to an extraordinarily low P/S ratio. Break-even achievement could also be a catalyst.NIO saw a decent year over year increase in deliveries for the month of April, but the company's delivery monthly volume dropped again below 10 thousand units, which is a concern only in the short-term. On the positive side, the electric vehicle company achieved a 74% sedan delivery share last month and the company just started deliveries of the EC7 coupe SUV. With NIO's shares languishing, I don’t believe that the company’s delivery potential is properly reflected in NIO's valuation. I see three catalysts (2 short term, 1 longer term) that could drive a fundamental revaluation of NIO's delivery prospects!Comparison of NIO's April delivery performance to its top EV rivalsNIO delivered 6,658 electric vehicles in April, showing a year over year growth rate of 31.2%. However, last year’s April results were suppressed due to supply chain issues so the delivery benchmark was low in the year-earlier period. NIO's deliveries fell below 10 thousand units again in April as the company adjusted its production lines and transitions to sedans and it was the first time since January that the company's deliveries fell below this psychologically important threshold.By far the best delivery performance was achieved by Li Auto (LI) which delivered 25,681 electric vehicles in April, showing a massive 516.3% year over year increase. For reasons explained here, I continue to see Li Auto as top value for EV investors.XPeng (XPEV) reported another month of declining year over year delivery growth. Of all three EV manufacturers, NIO had the lowest monthly delivery volume and Li Auto the highest. However, NIO's sedan production is ramping up and the company is launching new models soon which could bump up NIO's delivery growth rate again in the coming months.DeliveriesFeb-23Feb Y/Y GrowthMar-23Mar Y/Y GrowthApr-23Apr Y/Y GrowthNIO12,15798.3%10,3783.9%6,65831.2%XPEV6,010-3.5%7,002-54.6%7,079-21.4%LI16,62097.5%20,82388.7%25,681516.3%(Source: Author)Two catalysts: growing sedan delivery share, new EV product launchesOne of the most significant business drivers for NIO in the last year has been the ramp of sedan products like the ET7 and ET5 which both launched last year. NIO has steadily ramped up production of its sedans at the expense of SUV production, however. As a result, NIO's sedan delivery share has increased again to 74% in April and I believe the sedan share could grow to 80% by the end of FY 2023. Electric vehicle sedans have become more popular in China in the last year which explains NIO's aggressive ramp. A ramp in sedan deliveries is tapping into this demand and could potentially reignite investor interest in NIO's shares going forward.NIO ET7/ET5 MetricsDec-22Jan-23Feb-23Mar-23Apr-23Total Deliveries15,8158,50612,15710,3786,658NIO Sedan Deliveries8,9736,3167,1207,1754,945M/M Growth45.3%-29.6%12.7%0.8%-31.1%Sedan Delivery Share56.7%74.3%58.6%69.1%74.3%(Source: Author)The second catalyst for a potentially higher valuation relates to new product launches. NIO has started to deliver the EC7 in late April, a five-seater coupe sport utility vehicle which could drive delivery growth in the coming months. At the Shanghai auto show in April, NIO also debuted the new ES6 sport utility vehicle as well as the new ET7 flagship sedan. Deliveries for the new models are expected to begin in May 2023. NIO's new flagship ES8 sport utility vehicle is projected to see the beginning of deliveries to customers in June. New product launches could be a powerful catalyst for NIO's delivery growth, especially as the company's sedan line-up grows.3rd catalyst for an upside revaluationAfter years of fine tuning production lines and growing its product portfolio, NIO is finally coming close to break-even... which I believe would be an event of great significance for the EV company. NIO is expected to be profitable in FY 2026 (consensus view), but it could potentially achieve break-even earlier if sedan deliveries continue to ramp up and the monthly production/delivery volume returns to 10 thousand units. Strong demand for sedan EVs, new EV launches and scale could help NIO get there quickly.NIO is expected to lose $0.31 per-share in FY 2024, so there is even a possibility, in my opinion, that the EV company comes very close to break-even as soon as next year. Investors would likely reward NIO with a higher valuation multiplier if they see the EV company finally posting profits.Source: Seeking AlphaNIO’s valuationI can’t help but like NIO’s valuation at this point. NIO’s shares are currently trading at $8.15 which gives the electric vehicle start-up a low P/S ratio of 0.78X and a market cap of approximately $13.8B. NIO is expected to generate by far the largest revenues ($17.6B) of all three manufacturers next year. NIO achieved a significantly higher market cap during the pandemic and while the valuation at that time may have been inflated, I believe NIO has revaluation potential if the company executes on its sedan ramp.Data by YChartsRisks with NIOThe biggest commercial risk for NIO is a slowdown in delivery growth, a slowing ramp of sedan production, and declining vehicle margins. Of all these risk factors, I believe the first one, slowing top line and delivery growth, posts the biggest risk to NIO because it could potentially push the break-even year further out into the future.Final thoughtsNIO saw 31.2% year or year delivery growth in April and Li Auto once again beat the EV competition regarding delivery performance. Due to strong demand for electric vehicle sedans, NIO continues to see a ramp in its sedan delivery share. New product launches, such as the new EC7 and ES6 could be a boost to NIO's delivery growth in the months ahead. NIO currently has the lowest P/S ratio in its industry group, and the EV company faces up to three important catalysts (2 short term, 1 long term): (1) NIO’s sedan delivery share continued to ramp up in April signaling a transformation to a less SUV-centric EV maker (2) NIO is launching new products which could add to delivery growth in the coming months and (3) NIO is rapidly approaching its break-even year. For those reasons, and because NIO's P/S ratio indicates relative undervaluation, I will remain long NIO!","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947991835,"gmtCreate":1682425582028,"gmtModify":1682425585766,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947991835","repostId":"2330384781","repostType":2,"repost":{"id":"2330384781","pubTimestamp":1682422907,"share":"https://www.laohu8.com/m/news/2330384781?lang=&edition=full","pubTime":"2023-04-25 19:41","market":"us","language":"en","title":"3 Things About Nio That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2330384781","media":"Motley Fool","summary":"The Chinese EV maker has a growing and innovative business.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">Nio </a> is one of China&#39;s fastest-growing electric vehicle makers. Between 2018 and 2022, its annual deliveries surged from 11,348 to 122,486 vehicles, representing a jaw-dropping compound annual growth rate (CAGR) of 81%. Its annual revenue also grew at a CAGR of 74% during those four years.</p><p>Those growth rates leave smaller American EV makers like <strong>Lucid</strong> and <strong>Rivian</strong> -- which only delivered 4,369 and 20,332 vehicles, respectively, in 2022 -- in the dust. Yet Nio&#39;s stock still tumbled along with Lucid, Rivian, and other EV makers as rising interest rates cast dark clouds over the entire sector.</p><p>Nio&#39;s stock trades nearly 90% below its all-time high and looks dirt cheap at 1 time this year&#39;s sales. I recently argued that this low valuation made it a good play on China&#39;s post-pandemic recovery as well as the expansion of the EV market. But today, I&#39;ll cover three other aspects of Nio&#39;s business that smart investors should be familiar with as well. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4972240a1c69989fe4b8fe104866864c\" tg-width=\"700\" tg-height=\"435\"/></p><p>Image source: Nio.</p><h2>1. Nio operates a battery-swapping network</h2><p>It can take half an hour to fully charge an EV at a public charging station, compared to about two minutes to fill up a gas-powered vehicle. That huge gap prevents many drivers from switching to EVs.</p><p>Nio addresses that challenge with its Power Swap battery-swapping stations, which allow its drivers to quickly swap out their depleted batteries for fully charged ones. They can pay for those swaps individually or through recurring subscriptions. That makes Nio similar to the Taiwanese electric scooter maker <strong><a href=\"https://laohu8.com/S/GGR\">Gogoro</a></strong>, which provides a similar battery-swapping network for its riders, and differentiates it from other Chinese EV makers that still rely on charging stations.</p><p>Nio operated 1,331 Power Swap stations at the end of 2022, which marked a 71% jump from 2021, and it had completed more than 18 million battery swaps (which take under three minutes each) on a cumulative basis. About half of the power charged by its drivers in 2022 came from its Power Swap stations instead of traditional charging stations.</p><p>Nio&#39;s expansion of that network in 2023 will likely squeeze its near-term margins. But over the long term, this unique time-saving approach could sharpen its edge against its rivals in the fragmented Chinese EV market.</p><h2>2. Nio once produced a high-end supercar</h2><p>Nio turned a lot of heads with the launch of its high-end EP9 roadster back in 2016. The supercar had a top speed of 195 mph and an impressive range of 265 miles. It also broke acceleration records on every track it was tested on.</p><p>The EP9 didn&#39;t come close to matching<strong> Tesla</strong>&#39;s top-tier Roadster, which has a top speed of about 250 mph with a range of 620 miles, but it indicated that Chinese EV makers were just as capable of producing electric supercars as their American counterparts.</p><p>Yet Nio never mass-produced the EP9. It manufactured 16 of the supercars, and none of them have been registered for legal road use yet. With a staggering price tag of $1.2 million, the EP9 was really just a proof-of-concept vehicle.</p><p>That&#39;s why it wasn&#39;t surprising when Nio abandoned the EP9 to focus on the development of its mainstream vehicles. Today, Nio mass-produces five SUVs (the EC6, ES6, EC7, ES7, and ES8) and two sedans (the ET5 and ET7). That reflects its rapid expansion from a single vehicle -- the ES8 -- back in 2018. </p><h2>3. Nio has its sights set beyond China</h2><p>Nio still generates nearly all of its revenue in China, but it opened its first overseas store and battery swapping station in Norway in early 2021, followed by two auto showrooms in Germany in 2022. These baby steps could set it up for a broader expansion across Europe -- one of the fastest-growing EV markets alongside China -- over the next few years.</p><p>If Nio can replicate its success in China in Europe and expand its Power Swap network across the continent, it could evolve into a formidable competitor for Tesla as well as traditional automakers that are expanding into the EV market.</p><h2>Is Nio the right EV stock to buy right now?</h2><p>Nio is still a speculative stock, and it will remain under pressure as long as the macro headwinds persist and delisting threats loom over U.S.-listed Chinese stocks. It&#39;s also deeply unprofitable and won&#39;t come close to breaking even anytime soon.</p><p>But I believe Nio is still a better bet than Lucid or Rivian, and it could still have plenty of room to run as it pumps out more vehicles and expands its Power Swap network. Therefore, investors who can tune out all the near-term noise might be well rewarded for accumulating shares of Nio while the bulls are still broadly shunning the entire EV sector.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Things About Nio That Smart Investors Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Things About Nio That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-25 19:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/25/3-things-about-nio-that-smart-investors-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio  is one of China's fastest-growing electric vehicle makers. Between 2018 and 2022, its annual deliveries surged from 11,348 to 122,486 vehicles, representing a jaw-dropping compound annual growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/25/3-things-about-nio-that-smart-investors-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://www.fool.com/investing/2023/04/25/3-things-about-nio-that-smart-investors-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330384781","content_text":"Nio  is one of China's fastest-growing electric vehicle makers. Between 2018 and 2022, its annual deliveries surged from 11,348 to 122,486 vehicles, representing a jaw-dropping compound annual growth rate (CAGR) of 81%. Its annual revenue also grew at a CAGR of 74% during those four years.Those growth rates leave smaller American EV makers like Lucid and Rivian -- which only delivered 4,369 and 20,332 vehicles, respectively, in 2022 -- in the dust. Yet Nio's stock still tumbled along with Lucid, Rivian, and other EV makers as rising interest rates cast dark clouds over the entire sector.Nio's stock trades nearly 90% below its all-time high and looks dirt cheap at 1 time this year's sales. I recently argued that this low valuation made it a good play on China's post-pandemic recovery as well as the expansion of the EV market. But today, I'll cover three other aspects of Nio's business that smart investors should be familiar with as well. Image source: Nio.1. Nio operates a battery-swapping networkIt can take half an hour to fully charge an EV at a public charging station, compared to about two minutes to fill up a gas-powered vehicle. That huge gap prevents many drivers from switching to EVs.Nio addresses that challenge with its Power Swap battery-swapping stations, which allow its drivers to quickly swap out their depleted batteries for fully charged ones. They can pay for those swaps individually or through recurring subscriptions. That makes Nio similar to the Taiwanese electric scooter maker Gogoro, which provides a similar battery-swapping network for its riders, and differentiates it from other Chinese EV makers that still rely on charging stations.Nio operated 1,331 Power Swap stations at the end of 2022, which marked a 71% jump from 2021, and it had completed more than 18 million battery swaps (which take under three minutes each) on a cumulative basis. About half of the power charged by its drivers in 2022 came from its Power Swap stations instead of traditional charging stations.Nio's expansion of that network in 2023 will likely squeeze its near-term margins. But over the long term, this unique time-saving approach could sharpen its edge against its rivals in the fragmented Chinese EV market.2. Nio once produced a high-end supercarNio turned a lot of heads with the launch of its high-end EP9 roadster back in 2016. The supercar had a top speed of 195 mph and an impressive range of 265 miles. It also broke acceleration records on every track it was tested on.The EP9 didn't come close to matching Tesla's top-tier Roadster, which has a top speed of about 250 mph with a range of 620 miles, but it indicated that Chinese EV makers were just as capable of producing electric supercars as their American counterparts.Yet Nio never mass-produced the EP9. It manufactured 16 of the supercars, and none of them have been registered for legal road use yet. With a staggering price tag of $1.2 million, the EP9 was really just a proof-of-concept vehicle.That's why it wasn't surprising when Nio abandoned the EP9 to focus on the development of its mainstream vehicles. Today, Nio mass-produces five SUVs (the EC6, ES6, EC7, ES7, and ES8) and two sedans (the ET5 and ET7). That reflects its rapid expansion from a single vehicle -- the ES8 -- back in 2018. 3. Nio has its sights set beyond ChinaNio still generates nearly all of its revenue in China, but it opened its first overseas store and battery swapping station in Norway in early 2021, followed by two auto showrooms in Germany in 2022. These baby steps could set it up for a broader expansion across Europe -- one of the fastest-growing EV markets alongside China -- over the next few years.If Nio can replicate its success in China in Europe and expand its Power Swap network across the continent, it could evolve into a formidable competitor for Tesla as well as traditional automakers that are expanding into the EV market.Is Nio the right EV stock to buy right now?Nio is still a speculative stock, and it will remain under pressure as long as the macro headwinds persist and delisting threats loom over U.S.-listed Chinese stocks. It's also deeply unprofitable and won't come close to breaking even anytime soon.But I believe Nio is still a better bet than Lucid or Rivian, and it could still have plenty of room to run as it pumps out more vehicles and expands its Power Swap network. Therefore, investors who can tune out all the near-term noise might be well rewarded for accumulating shares of Nio while the bulls are still broadly shunning the entire EV sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944496574,"gmtCreate":1681989161898,"gmtModify":1681989165860,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944496574","repostId":"2328910756","repostType":2,"repost":{"id":"2328910756","pubTimestamp":1681980002,"share":"https://www.laohu8.com/m/news/2328910756?lang=&edition=full","pubTime":"2023-04-20 16:40","market":"us","language":"en","title":"Tesla Is a Victim of a Price War It Started","url":"https://stock-news.laohu8.com/highlight/detail?id=2328910756","media":"CNN Business","summary":"New York (CNN) — Tesla helped kick off an EV price war. Now, those lower prices are hitting the comp","content":"<html><head></head><body><p><strong>New York (CNN) — </strong>Tesla helped kick off an EV price war. Now, those lower prices are hitting the company’s sales and profits.</p><p style=\"text-align: start;\">Tesla, which has cut prices on its electric vehicles four times in the quarter and twice so far this month, earned $2.9 billion excluding special items, down 22% from a year ago. Profits fell even more compared to the third and fourth quarters of last year.</p><p style=\"text-align: start;\">The lower prices caused revenue to fall $1.3 billion compared to the fourth quarter despite record deliveries, leading to tighter profit margins.</p><p>Tesla reported a gross profit margin of 19.3%. It was the lowest profit margin reported by Tesla since the end of 2020, when its operations were being significantly impacted by the early months of the pandemic.</p><p style=\"text-align: start;\">Its more closely watched automotive profit margin, excluding the bump it gets from selling emission credits to other automakers, fell to just under 19%. Both profit margins disappointed Wall Street analysts who were looking for margins to stay comfortably above 20%.</p><p style=\"text-align: start;\">While those margins were well above the profit margin of traditional automakers, it’s down nearly 10 percentage points from what it posted a year earlier and was lower than Wall Street forecasts.</p><p>Asked about the future direction of its profit margins, Tesla executives declined to give any guidance.</p><p style=\"text-align: start;\">“This is a difficult environment to make a projection like this. There’s a lot of macro uncertainty,” said CFO Zachary Kirkhorn. “There’s also headwinds and tailwinds.”</p><p style=\"text-align: start;\">He did say some costs, including logistics and commodity costs, are coming down.</p><p style=\"text-align: start;\">While the company has only a fraction of the sales of established global automakers, it is by far the most valuable automaker by market cap. It’s profit margins, and strong growth targets, are key reasons for those lofty valuations.</p><p style=\"text-align: start;\">Tesla is facing growing competition on EVs from established automakers. Some, including Ford (F), have followed by cutting the price of the Mustang Mach-E, one of its key EVs. Others, such as General Motors, have announced plans for EV models that will be less expensive than the cheapest Tesla model.</p><p style=\"text-align: start;\">But Tesla is also facing headwinds from broader economic conditions, said CEO Elon Musk on a call with investors.</p><p style=\"text-align: start;\">“It is worth pointing out that the current macro environment remains uncertain,” he said. “I think people already know [that] especially with large purchases such as cars.”</p><p style=\"text-align: start;\">He said interest rate hikes by the Federal Reserve is raising the price of cars, cutting demand. And he said worries about the state of the economy is also a problem.</p><p style=\"text-align: start;\">“Whenever there is uncertainty in the economy, people will generally postpone new – big, new capital purchases like a new car,” Musk said. “This is a natural human reaction. So if people are reading about layoffs and whatnot in the press, they’re like, well, they might be worried … they might be laid off. So then there’ll be naturally a little more hesitant than they would otherwise be to buy a new car.”</p><p>He defended the decision to cut prices, even if it means lower profit margins in the near term.</p><p style=\"text-align: start;\">“While we reduced prices considerably in early Q1, it’s worth noting that our operating margin remains among the best in the industry,” he said. “We’ve taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and higher margins.”</p><p style=\"text-align: start;\">He insisted that the price cuts have resulted in orders being in excess of production. But for the last four quarter Tesla has produced 78,000 more vehicles than it has delivered to customers, a number equal to about 5% of the cars it built during that time.</p><p style=\"text-align: start;\">Shares of Tesla (TSLA), which have rebounded this year after losing 65% of their value in 2022, were down over 7% in premarket trading Thursday following the results.</p></body></html>","source":"cnn_highlight","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 Is a Victim of a Price War It Started</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 Is a Victim of a Price War It Started\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-20 16:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2023/04/19/business/tesla-earnings/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN) — Tesla helped kick off an EV price war. Now, those lower prices are hitting the company’s sales and profits.Tesla, which has cut prices on its electric vehicles four times in the ...</p>\n\n<a href=\"https://edition.cnn.com/2023/04/19/business/tesla-earnings/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","TSLA":"特斯拉","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4588":"碎股","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4581":"高盛持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"https://edition.cnn.com/2023/04/19/business/tesla-earnings/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328910756","content_text":"New York (CNN) — Tesla helped kick off an EV price war. Now, those lower prices are hitting the company’s sales and profits.Tesla, which has cut prices on its electric vehicles four times in the quarter and twice so far this month, earned $2.9 billion excluding special items, down 22% from a year ago. Profits fell even more compared to the third and fourth quarters of last year.The lower prices caused revenue to fall $1.3 billion compared to the fourth quarter despite record deliveries, leading to tighter profit margins.Tesla reported a gross profit margin of 19.3%. It was the lowest profit margin reported by Tesla since the end of 2020, when its operations were being significantly impacted by the early months of the pandemic.Its more closely watched automotive profit margin, excluding the bump it gets from selling emission credits to other automakers, fell to just under 19%. Both profit margins disappointed Wall Street analysts who were looking for margins to stay comfortably above 20%.While those margins were well above the profit margin of traditional automakers, it’s down nearly 10 percentage points from what it posted a year earlier and was lower than Wall Street forecasts.Asked about the future direction of its profit margins, Tesla executives declined to give any guidance.“This is a difficult environment to make a projection like this. There’s a lot of macro uncertainty,” said CFO Zachary Kirkhorn. “There’s also headwinds and tailwinds.”He did say some costs, including logistics and commodity costs, are coming down.While the company has only a fraction of the sales of established global automakers, it is by far the most valuable automaker by market cap. It’s profit margins, and strong growth targets, are key reasons for those lofty valuations.Tesla is facing growing competition on EVs from established automakers. Some, including Ford (F), have followed by cutting the price of the Mustang Mach-E, one of its key EVs. Others, such as General Motors, have announced plans for EV models that will be less expensive than the cheapest Tesla model.But Tesla is also facing headwinds from broader economic conditions, said CEO Elon Musk on a call with investors.“It is worth pointing out that the current macro environment remains uncertain,” he said. “I think people already know [that] especially with large purchases such as cars.”He said interest rate hikes by the Federal Reserve is raising the price of cars, cutting demand. And he said worries about the state of the economy is also a problem.“Whenever there is uncertainty in the economy, people will generally postpone new – big, new capital purchases like a new car,” Musk said. “This is a natural human reaction. So if people are reading about layoffs and whatnot in the press, they’re like, well, they might be worried … they might be laid off. So then there’ll be naturally a little more hesitant than they would otherwise be to buy a new car.”He defended the decision to cut prices, even if it means lower profit margins in the near term.“While we reduced prices considerably in early Q1, it’s worth noting that our operating margin remains among the best in the industry,” he said. “We’ve taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and higher margins.”He insisted that the price cuts have resulted in orders being in excess of production. But for the last four quarter Tesla has produced 78,000 more vehicles than it has delivered to customers, a number equal to about 5% of the cars it built during that time.Shares of Tesla (TSLA), which have rebounded this year after losing 65% of their value in 2022, were down over 7% in premarket trading Thursday following the results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942489701,"gmtCreate":1681275973704,"gmtModify":1681275977422,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942489701","repostId":"2326575179","repostType":4,"repost":{"id":"2326575179","pubTimestamp":1681267000,"share":"https://www.laohu8.com/m/news/2326575179?lang=&edition=full","pubTime":"2023-04-12 10:36","market":"us","language":"en","title":"Big Banks That Shored Up First Republic Pushed to Boost Reserves","url":"https://stock-news.laohu8.com/highlight/detail?id=2326575179","media":"Bloomberg","summary":"(Bloomberg) -- The biggest US banks are planning to bolster reserves in a move tied to their unusual","content":"<html><head></head><body><p>(Bloomberg) -- The biggest US banks are planning to bolster reserves in a move tied to their unusual effort to shore up ailing lender <a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> last month.</p><p>Some of the banks that contributed the largest chunk of the $30 billion in deposits are planning to set aside about $100 million each, according to people with knowledge of the matter. The group included <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase &amp; Co.</a>, <a href=\"https://laohu8.com/S/WFC\">Wells Fargo &amp; Co.</a>, <a href=\"https://laohu8.com/S/C\">Citigroup Inc.</a> and <a href=\"https://laohu8.com/S/BAC\">Bank of America Corp.</a>, which each put up $5 billion.</p><p>Accounting rules meant to ensure banks stockpile provisions to cover potential losses for a wide range of assets are dictating the move, two of the people said, asking not to be identified discussing private information. </p><p>The measure was intended to be a vote of confidence in the banking system, with executives expecting to fully recover their deposits. Still, the reserves are an acknowledgment that the decision to park their money with First Republic for at least 120 days wasn’t entirely risk free. </p><p>Representatives for the four biggest banks as well as Morgan Stanley and Goldman Sachs Group Inc. declined to comment. The amount set aside by each bank will likely vary according to the size of their contribution. The provision will have minimal impact on the earnings of the lenders who post billions of dollars in profit every quarter.</p><p>The 11 banks pledged the deposits for First Republic after the collapse of two other regional banks sparked panic among customers who rapidly pulled their money. The move — spearheaded by JPMorgan Chief Executive Officer Jamie Dimon and Treasury Secretary Janet Yellen — was designed to buy more time as First Republic explores strategic options.</p><p>Analysts at Wedbush Securities speculated this week that a sale will be unlikely without the company falling into government receivership. First Republic at the start of the quarter was sitting on almost $27 billion in markdowns on loans and a bevy of unrealized losses on treasuries and other long-dated bonds on the company’s balance sheet. In an acquisition, those would more than wipe out the company’s tangible common equity.</p><p>“The unrealized losses embedded in its balance sheet prevent a voluntary M&amp;A sale of the company,” David Chiaverini, an analyst at Wedbush Securities, said in a note to clients. “The only acquisition scenario that is possible for FRC, in our view, is through receivership, in which a would-be acquirer is able to take advantage of an FDIC-assisted bargain purchase.”</p><p>First Republic saw about 90% of its market cap evaporate as the stock collapsed last month. After dropping to a low of $12.18 on March 20, it has remained steady around that level since then, closing at $14.13 on Tuesday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Banks That Shored Up First Republic Pushed to Boost Reserves</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\">\nBig Banks That Shored Up First Republic Pushed to Boost Reserves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-11/big-banks-that-shored-up-first-republic-pushed-to-boost-reserves?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The biggest US banks are planning to bolster reserves in a move tied to their unusual effort to shore up ailing lender First Republic Bank last month.Some of the banks that contributed ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-11/big-banks-that-shored-up-first-republic-pushed-to-boost-reserves?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","C":"花旗","JPM":"摩根大通","BAC":"美国银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-11/big-banks-that-shored-up-first-republic-pushed-to-boost-reserves?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326575179","content_text":"(Bloomberg) -- The biggest US banks are planning to bolster reserves in a move tied to their unusual effort to shore up ailing lender First Republic Bank last month.Some of the banks that contributed the largest chunk of the $30 billion in deposits are planning to set aside about $100 million each, according to people with knowledge of the matter. The group included JPMorgan Chase & Co., Wells Fargo & Co., Citigroup Inc. and Bank of America Corp., which each put up $5 billion.Accounting rules meant to ensure banks stockpile provisions to cover potential losses for a wide range of assets are dictating the move, two of the people said, asking not to be identified discussing private information. The measure was intended to be a vote of confidence in the banking system, with executives expecting to fully recover their deposits. Still, the reserves are an acknowledgment that the decision to park their money with First Republic for at least 120 days wasn’t entirely risk free. Representatives for the four biggest banks as well as Morgan Stanley and Goldman Sachs Group Inc. declined to comment. The amount set aside by each bank will likely vary according to the size of their contribution. The provision will have minimal impact on the earnings of the lenders who post billions of dollars in profit every quarter.The 11 banks pledged the deposits for First Republic after the collapse of two other regional banks sparked panic among customers who rapidly pulled their money. The move — spearheaded by JPMorgan Chief Executive Officer Jamie Dimon and Treasury Secretary Janet Yellen — was designed to buy more time as First Republic explores strategic options.Analysts at Wedbush Securities speculated this week that a sale will be unlikely without the company falling into government receivership. First Republic at the start of the quarter was sitting on almost $27 billion in markdowns on loans and a bevy of unrealized losses on treasuries and other long-dated bonds on the company’s balance sheet. In an acquisition, those would more than wipe out the company’s tangible common equity.“The unrealized losses embedded in its balance sheet prevent a voluntary M&A sale of the company,” David Chiaverini, an analyst at Wedbush Securities, said in a note to clients. “The only acquisition scenario that is possible for FRC, in our view, is through receivership, in which a would-be acquirer is able to take advantage of an FDIC-assisted bargain purchase.”First Republic saw about 90% of its market cap evaporate as the stock collapsed last month. After dropping to a low of $12.18 on March 20, it has remained steady around that level since then, closing at $14.13 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942489486,"gmtCreate":1681275962346,"gmtModify":1681275965737,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942489486","repostId":"1132023112","repostType":4,"repost":{"id":"1132023112","pubTimestamp":1681282385,"share":"https://www.laohu8.com/m/news/1132023112?lang=&edition=full","pubTime":"2023-04-12 14:53","market":"us","language":"en","title":"US Inflation Data Will Shatter the Stock Market Calm, Goldman Partner Warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1132023112","media":"Bloomberg","summary":"Veteran trader says data at or below consensus to spur rallyIf inflation tops 6%, expect a drop of a","content":"<html><head></head><body><ul><li><p>Veteran trader says data at or below consensus to spur rally</p></li><li><p>If inflation tops 6%, expect a drop of at least 2% in S&amp;P 500</p></li></ul><p>This week’s lull in the US stock market is likely to end with Wednesday’s consumer price index report, and Goldman Sachs Group Inc. partner John Flood has offered a set of guidelines for what investors may soon face.</p><p style=\"text-align: start;\">Expect the S&amp;P 500 to drop at least 2% should the year-over-year inflation rate come in above the previous reading of 6%, Flood wrote in a note Tuesday. But stocks are likely to go higher, he says, if CPI meets or trails 5.1%, which happens to be the consensus estimate from economists in a Bloomberg survey. </p><p style=\"text-align: start;\">“Stock market wants a softer print as a hot reading will add more confusion/uncertainty into the equation of what the Fed does from here,” the veteran trader wrote. “Another hike in May but then aggressive cuts in Q4? This is what Fed fund futures are pricing in ahead of tomorrow’s print.” </p><p style=\"text-align: start;\">Treasury yields climbed Tuesday while equities fluctuated in a tight range as traders awaited both the inflation data and bank earnings later this week. Stuck in a 0.5% band, the S&amp;P 500 was headed for the calmest session since November amid anemic trading volume.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b40ab17a0367ff26dc49d3ba086d087\" title=\"\" tg-width=\"958\" tg-height=\"447\"/></p>The Federal Reserve in 2021 and early 2022 misjudged inflation as transitory, then was forced to hasten rate hikes to slow the economy. The uncertainty over its policy path has made CPI data one source of heightened market volatility during the past year.<p></p><p>Over that time, the S&amp;P 500 has moved, up or down, 1.9% on average on CPI day, more than twice as much as it did in the previous 12 months. </p><p style=\"text-align: start;\">The index has advanced 7% since January, partly on speculation the Fed will reverse course and ease monetary policy later this year as the probability of a recession has increased.</p><p style=\"text-align: start;\">Flood’s scenario analysis provides a view into the risks facing investors Wednesday. One of their challenges is that inflation is measured in various ways.</p><p>While some economists and analysts are laser-focused on monthly changes, others are placing emphasis on data stripping out food and energy, something known as core inflation.  </p><p style=\"text-align: start;\">Core inflation is what 22V Research asked its clients about this week in a survey. In that poll, about half of the respondents expected core CPI to be in line with the consensus of 5.6% or higher, and only a little over one quarter viewed the event as being risk-on. </p><p style=\"text-align: start;\">“Investors are waiting for a pullback and think macro data will provide it soon, a theme that has not played out YTD,”  Dennis DeBusschere, founder of 22V Research, wrote in a note. </p><p style=\"text-align: start;\">Inflation is expected to ease for the ninth straight month. While the decline is a sign that the Fed’s aggressive monetary tightening may have tamed price pressures somewhat, inflation is still far from the central bank’s 2% goal. </p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Inflation Data Will Shatter the Stock Market Calm, Goldman Partner Warns</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 Inflation Data Will Shatter the Stock Market Calm, Goldman Partner Warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-11/goldman-s-flood-preps-market-for-cpi-that-will-shatter-the-calm?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Veteran trader says data at or below consensus to spur rallyIf inflation tops 6%, expect a drop of at least 2% in S&P 500This week’s lull in the US stock market is likely to end with Wednesday’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-11/goldman-s-flood-preps-market-for-cpi-that-will-shatter-the-calm?srnd=premium-asia\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-11/goldman-s-flood-preps-market-for-cpi-that-will-shatter-the-calm?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132023112","content_text":"Veteran trader says data at or below consensus to spur rallyIf inflation tops 6%, expect a drop of at least 2% in S&P 500This week’s lull in the US stock market is likely to end with Wednesday’s consumer price index report, and Goldman Sachs Group Inc. partner John Flood has offered a set of guidelines for what investors may soon face.Expect the S&P 500 to drop at least 2% should the year-over-year inflation rate come in above the previous reading of 6%, Flood wrote in a note Tuesday. But stocks are likely to go higher, he says, if CPI meets or trails 5.1%, which happens to be the consensus estimate from economists in a Bloomberg survey. “Stock market wants a softer print as a hot reading will add more confusion/uncertainty into the equation of what the Fed does from here,” the veteran trader wrote. “Another hike in May but then aggressive cuts in Q4? This is what Fed fund futures are pricing in ahead of tomorrow’s print.” Treasury yields climbed Tuesday while equities fluctuated in a tight range as traders awaited both the inflation data and bank earnings later this week. Stuck in a 0.5% band, the S&P 500 was headed for the calmest session since November amid anemic trading volume.The Federal Reserve in 2021 and early 2022 misjudged inflation as transitory, then was forced to hasten rate hikes to slow the economy. The uncertainty over its policy path has made CPI data one source of heightened market volatility during the past year.Over that time, the S&P 500 has moved, up or down, 1.9% on average on CPI day, more than twice as much as it did in the previous 12 months. The index has advanced 7% since January, partly on speculation the Fed will reverse course and ease monetary policy later this year as the probability of a recession has increased.Flood’s scenario analysis provides a view into the risks facing investors Wednesday. One of their challenges is that inflation is measured in various ways.While some economists and analysts are laser-focused on monthly changes, others are placing emphasis on data stripping out food and energy, something known as core inflation.  Core inflation is what 22V Research asked its clients about this week in a survey. In that poll, about half of the respondents expected core CPI to be in line with the consensus of 5.6% or higher, and only a little over one quarter viewed the event as being risk-on. “Investors are waiting for a pullback and think macro data will provide it soon, a theme that has not played out YTD,”  Dennis DeBusschere, founder of 22V Research, wrote in a note. Inflation is expected to ease for the ninth straight month. While the decline is a sign that the Fed’s aggressive monetary tightening may have tamed price pressures somewhat, inflation is still far from the central bank’s 2% goal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942851161,"gmtCreate":1681188967654,"gmtModify":1681188971091,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942851161","repostId":"1115532107","repostType":2,"repost":{"id":"1115532107","pubTimestamp":1681183718,"share":"https://www.laohu8.com/m/news/1115532107?lang=&edition=full","pubTime":"2023-04-11 11:28","market":"us","language":"en","title":"Why Apple's Expected 40% Mac Sales Decline Doesn't Worry Us","url":"https://stock-news.laohu8.com/highlight/detail?id=1115532107","media":"Seekingalpha","summary":"SummaryApple Inc. is expected to report a 40% drop in PC sales in Q2 year-over-year.This softness in","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Apple Inc. is expected to report a 40% drop in PC sales in Q2 year-over-year.</p></li><li><p>This softness in the PC market is not limited to Apple, but rather the PC market as a whole.</p></li><li><p>We believe that counting Apple out is a risky proposition.</p></li></ul><h2 style=\"text-align: left;\">Straight From The Headlines</h2><p style=\"text-align: left;\">When you&#39;re the biggest company in the world, everything you do naturally makes waves. So, when it was announced that <strong>Apple Inc.</strong> (NASDAQ:AAPL) personal computing [PC] business shipments are likely to have dropped by 40% year-over-year in the first quarter of 2023, investors can&#39;t help but take notice. What made the drop worse is the fact that the expected drop outpaces declines at other PC makers, like HP Inc. (HPQ) and Dell Technologies Inc. (DELL).</p><p style=\"text-align: left;\">Sentiment around Apple seems to feel, well, a bit jittery among investors. The stock has been such a stalwart for so long, and its performance and valuations have held up so well (relatively speaking) even through the 2022 &#34;tech-wreck,&#34; however, that perhaps it is natural for investors to wonder if (or when) the other shoe will drop.</p><p style=\"text-align: left;\">So, let&#39;s dive in and see what the recent news means for Apple.</p><h2 style=\"text-align: left;\">A Troubled Industry</h2><p style=\"text-align: left;\">The PC market faces considerable macro headwinds. Research firm Gartner recently published a piece on the global state of the industry, and the picture it painted was grim indeed.</p><p style=\"text-align: left;\">The PC market, it seems, is the latest market to be caught in the jaws of multiple negative forces--consumers overbought PCs at the height of the pandemic when they were locked inside with nothing to do, thus pulling sales into the future. Further, as recession fears grow, consumers and enterprise customers are scaling back the pace at which they are replacing older machines. Extending the life of computing hardware is a great way to avoid large cash outlays for companies.</p><p style=\"text-align: left;\">Thus, the industry seems caught in a bit of a perfect storm: people that would have bought today bought yesterday, and people who need to buy today are delaying purchases until tomorrow.</p><p style=\"text-align: left;\">Against this backdrop, let&#39;s consider Apple&#39;s positioning within the market. Gartner estimates that in the fourth quarter of 2022, Apple controlled a respectable 17% of the U.S. market, giving it the third place behind HP and Dell, which held 23% and 26% of the market, respectively.</p><p style=\"text-align: left;\">Next, consider Apple&#39;s spot as the premium-price provider in the space. A mid-range Mac will cost you a little more than $1,000, while a comparable PC is likely to cost around $600 (and yes, we know that the rabbit hole on &#34;comparable&#34; PCs can get quite deep--we are assuming an average user with average needs and very little required in the way of specialization in this scenario).</p><p style=\"text-align: left;\">Lastly, it&#39;s fairly well-known that Apple&#39;s PC products have a longer life expectancy than machines from other manufacturers (another potential rabbit hole here, but again we are considering an average amount of use).</p><p style=\"text-align: left;\">Considering all of this, it&#39;s not surprising that Apple&#39;s expected PC sales should fall a bit more dramatically than its peers. In tough times, consumers cut costs, and it makes all the sense in the world to prefer a $600 option over a $1,000 option if that is what can truly be afforded.</p><p style=\"text-align: left;\">In this scenario, Apple&#39;s longevity also acts as a double-edged sword, in that one of the products greatest benefits (its lifespan) is creating a drag on sales.</p><p style=\"text-align: left;\">So, then, we must ask ourselves--is this the proverbial shoe that jittery investors have been waiting on to drop?</p><h2 style=\"text-align: left;\">Revenue Segmentation</h2><p style=\"text-align: left;\">In short, we don&#39;t think so.</p><p style=\"text-align: left;\">Here&#39;s a look at Apple&#39;s revenue mix for the quarter ending December 31, 2022 (figures in millions).</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df864895acea4ba9e25e205739cb705a\" alt=\"Company Filings\" title=\"Company Filings\" tg-width=\"640\" tg-height=\"144\"/><span>Company Filings</span></p>By revenue segment, Mac&#39;s brought up the rear with only (only!) $7.7 billion in sales, down from $10.8 billion the year prior. Mac sales, then, represented slightly less than 7% of overall sales for Apple during the holiday season.<p></p><p style=\"text-align: left;\">Let&#39;s also consider the nature of the headlines, namely that Apple is expected to have lower PC sales year-over-year by 40%. So, for an apples-to-apples (no pun intended) comparison, let&#39;s consider Apple&#39;s Q2 2022 sales.</p><p style=\"text-align: left;\">In the quarter ending March 2022, Apple sold $10.4 billion in its Mac segment. A 40% drop from that level implies Mac segment revenue of $6.24 billion for the quarter ending march 2023.</p><h2 style=\"text-align: left;\">Levers to Pull</h2><p style=\"text-align: left;\">Apple, of course, is like any other company--it doesn&#39;t want to see a loss of market share in any category, and investors should not expect that management will go quietly into the night without fighting back.</p><p style=\"text-align: left;\">To this end, DigitalTrends reported that Apple had begun discounting prices on a handful of its Mac products. This is most likely an effort to juice demand of these products and, secondly, to avoid any painful build-up of idle inventory.</p><p style=\"text-align: left;\">Discounts, of course, are only one option. Another is for the company to expand the terms it already offers Mac purchasers who want to pay over time for their Macs. Apple currently offers payments in 12 monthly installments for its Mac products, and a simple way to drop the payments for price-sensitive buyers would be to extend payments by a few months until demand normalizes.</p><h2 style=\"text-align: left;\">The Bottom Line</h2><p style=\"text-align: left;\">To be sure, any expectation of a 40% drop in segment sales is alarming. However, we feel that Apple Inc. is uniquely positioned to withstand PC market softness compared with its more pure-play PC peers, given that its PC segment accounts for less than 10% of overall sales.</p><p style=\"text-align: left;\">We also wrote in early March about what we consider to be Apple&#39;s exceptionalism among its peers (you can read that article here), and we believe that that thesis remains intact today.</p><p style=\"text-align: left;\">We also remind investors to consider their time horizon, especially in troubling times like these. Investors with a shorter-term focus may indeed analyze Apple Inc. and find it to be a tad too expensive. We, however, have a long-term focus and are of the opinion that dips in Apple Inc. stock today are good buying opportunities that will yield dividends in the future.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple's Expected 40% Mac Sales Decline Doesn't Worry Us</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\">\nWhy Apple's Expected 40% Mac Sales Decline Doesn't Worry Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4593238-why-apples-expected-40-percent-mac-sales-decline-doesnt-worry-us><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple Inc. is expected to report a 40% drop in PC sales in Q2 year-over-year.This softness in the PC market is not limited to Apple, but rather the PC market as a whole.We believe that counting...</p>\n\n<a href=\"https://seekingalpha.com/article/4593238-why-apples-expected-40-percent-mac-sales-decline-doesnt-worry-us\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4593238-why-apples-expected-40-percent-mac-sales-decline-doesnt-worry-us","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1115532107","content_text":"SummaryApple Inc. is expected to report a 40% drop in PC sales in Q2 year-over-year.This softness in the PC market is not limited to Apple, but rather the PC market as a whole.We believe that counting Apple out is a risky proposition.Straight From The HeadlinesWhen you're the biggest company in the world, everything you do naturally makes waves. So, when it was announced that Apple Inc. (NASDAQ:AAPL) personal computing [PC] business shipments are likely to have dropped by 40% year-over-year in the first quarter of 2023, investors can't help but take notice. What made the drop worse is the fact that the expected drop outpaces declines at other PC makers, like HP Inc. (HPQ) and Dell Technologies Inc. (DELL).Sentiment around Apple seems to feel, well, a bit jittery among investors. The stock has been such a stalwart for so long, and its performance and valuations have held up so well (relatively speaking) even through the 2022 \"tech-wreck,\" however, that perhaps it is natural for investors to wonder if (or when) the other shoe will drop.So, let's dive in and see what the recent news means for Apple.A Troubled IndustryThe PC market faces considerable macro headwinds. Research firm Gartner recently published a piece on the global state of the industry, and the picture it painted was grim indeed.The PC market, it seems, is the latest market to be caught in the jaws of multiple negative forces--consumers overbought PCs at the height of the pandemic when they were locked inside with nothing to do, thus pulling sales into the future. Further, as recession fears grow, consumers and enterprise customers are scaling back the pace at which they are replacing older machines. Extending the life of computing hardware is a great way to avoid large cash outlays for companies.Thus, the industry seems caught in a bit of a perfect storm: people that would have bought today bought yesterday, and people who need to buy today are delaying purchases until tomorrow.Against this backdrop, let's consider Apple's positioning within the market. Gartner estimates that in the fourth quarter of 2022, Apple controlled a respectable 17% of the U.S. market, giving it the third place behind HP and Dell, which held 23% and 26% of the market, respectively.Next, consider Apple's spot as the premium-price provider in the space. A mid-range Mac will cost you a little more than $1,000, while a comparable PC is likely to cost around $600 (and yes, we know that the rabbit hole on \"comparable\" PCs can get quite deep--we are assuming an average user with average needs and very little required in the way of specialization in this scenario).Lastly, it's fairly well-known that Apple's PC products have a longer life expectancy than machines from other manufacturers (another potential rabbit hole here, but again we are considering an average amount of use).Considering all of this, it's not surprising that Apple's expected PC sales should fall a bit more dramatically than its peers. In tough times, consumers cut costs, and it makes all the sense in the world to prefer a $600 option over a $1,000 option if that is what can truly be afforded.In this scenario, Apple's longevity also acts as a double-edged sword, in that one of the products greatest benefits (its lifespan) is creating a drag on sales.So, then, we must ask ourselves--is this the proverbial shoe that jittery investors have been waiting on to drop?Revenue SegmentationIn short, we don't think so.Here's a look at Apple's revenue mix for the quarter ending December 31, 2022 (figures in millions).Company FilingsBy revenue segment, Mac's brought up the rear with only (only!) $7.7 billion in sales, down from $10.8 billion the year prior. Mac sales, then, represented slightly less than 7% of overall sales for Apple during the holiday season.Let's also consider the nature of the headlines, namely that Apple is expected to have lower PC sales year-over-year by 40%. So, for an apples-to-apples (no pun intended) comparison, let's consider Apple's Q2 2022 sales.In the quarter ending March 2022, Apple sold $10.4 billion in its Mac segment. A 40% drop from that level implies Mac segment revenue of $6.24 billion for the quarter ending march 2023.Levers to PullApple, of course, is like any other company--it doesn't want to see a loss of market share in any category, and investors should not expect that management will go quietly into the night without fighting back.To this end, DigitalTrends reported that Apple had begun discounting prices on a handful of its Mac products. This is most likely an effort to juice demand of these products and, secondly, to avoid any painful build-up of idle inventory.Discounts, of course, are only one option. Another is for the company to expand the terms it already offers Mac purchasers who want to pay over time for their Macs. Apple currently offers payments in 12 monthly installments for its Mac products, and a simple way to drop the payments for price-sensitive buyers would be to extend payments by a few months until demand normalizes.The Bottom LineTo be sure, any expectation of a 40% drop in segment sales is alarming. However, we feel that Apple Inc. is uniquely positioned to withstand PC market softness compared with its more pure-play PC peers, given that its PC segment accounts for less than 10% of overall sales.We also wrote in early March about what we consider to be Apple's exceptionalism among its peers (you can read that article here), and we believe that that thesis remains intact today.We also remind investors to consider their time horizon, especially in troubling times like these. Investors with a shorter-term focus may indeed analyze Apple Inc. and find it to be a tad too expensive. We, however, have a long-term focus and are of the opinion that dips in Apple Inc. stock today are good buying opportunities that will yield dividends in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946698487,"gmtCreate":1680930482850,"gmtModify":1680930486131,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946698487","repostId":"2325582259","repostType":2,"repost":{"id":"2325582259","pubTimestamp":1680998887,"share":"https://www.laohu8.com/m/news/2325582259?lang=&edition=full","pubTime":"2023-04-09 08:08","market":"us","language":"en","title":"7 Dividend-Paying Large-Cap Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2325582259","media":"InvestorPlace","summary":"Nvidia : With the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking n","content":"<html><head></head><body><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>: With the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking new ground.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>: This large-cap stock is getting massive attention from ChatGPT and the growing AI trend.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple </a>: Apple is well on the way to becoming the first $3 trillion stock, particularly after gaining about 30% this year.</p></li><li><p>Continue reading for the complete list of the best dividend-paying large-cap stocks!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4d011661fe21e3fab13d00b3fd1c211\" title=\"\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Shutterstock</p><p>Dividend-paying large-cap stocks are some of the best ways to add wealth to your portfolio. That’s because the company pays <em>you</em> to hold your shares when you have a dividend stock. And that’s true of even the biggest of large-cap stocks.</p><p>Most dividend-paying large-cap stocks issue payouts on a quarterly or monthly basis. If you are a younger investor, putting those payouts back into the stock makes sense to increase your position and grow your portfolio even faster. Once you get that money, it’s yours to do with as you see fit.</p><p>But if you’re a retiree, you’re probably more inclined to take those payouts as income to supplement your other retirement accounts.</p><p>Either way works, and I appreciate a company that cares for its shareholders. I’ve used my Portfolio Grader to evaluate some of the most significant dividend-paying large-cap stocks that would make outstanding choices for any dividend portfolio.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>NVDA</strong></p></td><td style=\"text-align:left;\"><p><strong>Nvidia</strong> </p></td><td style=\"text-align:left;\"><p>$265.27</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MSFT</strong></p></td><td style=\"text-align:left;\"><p><strong>Microsoft</strong> </p></td><td style=\"text-align:left;\"><p>$283.39</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AAPL</strong></p></td><td style=\"text-align:left;\"><p><strong>Apple</strong> </p></td><td style=\"text-align:left;\"><p>$162.66</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CVX</strong></p></td><td style=\"text-align:left;\"><p><strong>Chevron</strong> </p></td><td style=\"text-align:left;\"><p>$169.18</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>KO</strong></p></td><td style=\"text-align:left;\"><p> <strong>Coca-Cola</strong> </p></td><td style=\"text-align:left;\"><p>$62.71</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>VLO</strong></p></td><td style=\"text-align:left;\"><p><strong>Valero Energy</strong></p></td><td style=\"text-align:left;\"><p>$133.31</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>SBUX</strong></p></td><td style=\"text-align:left;\"><p><strong>Starbucks</strong> </p></td><td style=\"text-align:left;\"><p>$104.69</p></td></tr></tbody></table><h2><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0a24b70483c2ec5a401aba3413b487c\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: FP Creative / Shutterstock.com</p><p>Semiconductor chipmaker <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>) is one of the hottest chip makers on the planet. The company’s stock is up nearly 90% in 2023, pushing the market capitalization to $689 billion.</p><p>Nvidia produces chips that can produce amazingly advanced graphics highly prized by gaming applications and gaming centers. </p><p>But with the popularity of the ChatGPT online chatbot developed by <strong>OpenAI</strong>, Nvidia is breaking new ground. It’s on Nvidia’s advanced graphics chips OpenAI is training its large language models. </p><p>Nvidia is now making its DGX Cloud available online to give more businesses access to the infrastructure to develop artificial intelligence tools for themselves. The sky is the limit for NVDA at this point.</p><p>Nvidia currently pays a minimal dividend. The payout ratio is 0.06%, but it’s still one of the more reliable dividend-paying large-cap stocks out there. I hope this company does a better job down the road of rewarding its shareholders with a payout. NVDA stock has a “B” rating in my Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90d4895756dbfb978daefd7e8848dc9d\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: rafapress / Shutterstock.com</p><p><strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) is another of the dividend-paying large-cap stocks getting huge attention from ChatGPT and the growing AI trend. Microsoft partnered with OpenAI and uses the ChatGPT software to enhance searches on its Bing search engine and Edge web browser.</p><p>The excitement helped push Microsoft shares up nearly 20% this year, with a market cap north of $2.1 trillion.</p><p>As I wrote recently on my takeout on Microsoft, the company’s stock is also up on some positive news. It recently announced a plan to integrate AI technology into other platforms, including the planned Microsoft 365 Copilot. And these AI headwinds could also breathe new life into the Azure cloud computing segment.</p><p>Microsoft, which provides a dividend yield of nearly 1%, has a “B” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/AAPL\">Apple </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a285bda1b0e0343e2700b3bcf2ee6374\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Vytautas Kielaitis / Shutterstock.com</p><p>They don’t get any bigger than Microsoft and the next company on our list. <strong>Apple</strong> (NASDAQ:<strong>AAPL</strong>), the maker of the iPhone, wearables and Mac computers, has a market cap of $2.6 trillion.</p><p>It’s well on the way to becoming the first $3 trillion stock, particularly after gaining about 30% this year.</p><p>Analysts are undoubtedly bullish about AAPL stock, citing robust demand for iPhones and strong interest in China. But I’m much more focused on the upcoming Worldwide Developers Conference in early June. At that event, Apple could very well roll out its augmented reality/virtual reality headset product.</p><p>It’s been a while since Apple’s shown us something entirely new, so the reception to such a product will impact AAPL stock. But if you need another reason to like Apple stock, consider the Services segment that includes the App Store and iCloud.</p><p>Revenue from Services reached $19.5 billion in the fiscal first quarter, a new record for the company. That’s a significant trend considering that Apple gets a much higher profit margin on Services revenue than from items that require a lot of equipment and research, such as iPhones and headsets.</p><p>Apple’s current dividend yield is 0.5%, and it has a “B” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/CVX\">Chevron </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906a63eb5d8fb94381d891cda24fa680\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: tishomir / Shutterstock.com</p><p><strong>Chevron</strong> (NYSE:<strong>CVX</strong>) has upstream exploration and production facilities worldwide, including in the U.S., the Gulf of Mexico, Australia, Nigeria, Angola and Kazakhstan, and sports a market cap of $324 billion.</p><p>Chevron stock has been treading water the last few weeks, down about 5% on the year but showing a slight increase over the previous month. The stock appears to be gathering some steam to make another run higher, particularly now that OPEC announced it is cutting oil production.</p><p>The rising oil price and demand for natural gas make Chevron a cash machine. The company brought in $35.5 billion in earnings in 2022 and doled out $11 billion in dividends while spending another $11.25 billion in share buybacks.</p><p>With a dividend yield of 3.5%, CVX stock has a “B” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/KO\">Coca-Cola </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b999b6331c97bce23b08a9742ea1230\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: MAHATHIR MOHD YASIN / Shutterstock.com</p><p>Famed soda maker <strong>Coca-Cola</strong> (NYSE:<strong>KO</strong>) may be one of the best-known consumer brands on the planet. From its headquarters in Atlanta, Coca-Cola has become the world’s biggest non-alcoholic beverage company.</p><p>That’s helped push Coca-Cola to a market capitalization of $270 billion, selling products in more than 200 countries around the world. But even with that massive footprint, the company believes it has a broad runway for growth. </p><p>Coca-Cola claims it has a 14% market share in the developed world. But in the much larger developing and emerging world, Coca-Cola has roughly a 7% share.</p><p>It has a vast arsenal of brands to market to those potential customers, including sodas and carbonated beverages, teas, coffees, water, sports drinks and juices. And it’s recently dipped its toes into alcoholic beverages by offering hard seltzers and canned mixed drinks.</p><p>Earnings for the fourth quarter were $10.2 billion in revenue, beating analysts’ estimates for $9.93 billion revenue. KO also matched expectations, paying 45 cents in earnings per share.</p><p>KO stock is up 5% over the last month, providing a dividend yield of nearly 3%. It gets a “B” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/VLO\">Valero Energy </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fdd072a85edc5d40bab2e2fe81af985\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: JustPixs / Shutterstock.com</p><p><strong>Valero Energy</strong> (NYSE:<strong>VLO</strong>) is another excellent energy stock, but it’s of a different flavor than Chevron. Instead of oil and gas exploration, Valero is a downstream company that is the world’s largest producer of renewable fuels.</p><p>Besides petroleum refineries, Valero has ethanol plants and offers dry distillers’ grains, ethanol and corn oil to gasoline blenders and refiners.</p><p>Fourth-quarter earnings included $41.75 billion in revenue, but it missed expectations of $43.32 billion. Earnings per share of $8.45 per share was better than analysts’ expectations of $7.25.</p><p>VLO stock is up 25% over the last 12 months, pushing its market capitalization to $47.2 billion. It also provides a healthy dividend yield of nearly 3%.</p><p>VLO stock has an “A” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/SBUX\">Starbucks </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ad063c551f66251b95bc10bc3a3d316\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: monticello / Shutterstock.com</p><p>Famed coffee chain <strong>Starbucks</strong> (NASDAQ:<strong>SBUX</strong>) is one of the world’s biggest restaurant chains, boasting more than 36,000 stores. But it’s also a company in transition.</p><p>The company struggled mightily during the Covid-19 pandemic before finally rebounding by mid-2021 to set all-time highs. But since then, Starbucks stock has struggled.</p><p>Faced with high inflation and unionization issues, interim CEO Howard Schultz stepped down last month to make way for new CEO Laxman Narasimhan. Previously, Narasimhan was CEO of <strong>Reckitt Benckiser Group </strong>(OTCMKTS:<strong><u>RGBLY</u></strong>) and had executive positions with <strong>PepsiCo </strong>(NASDAQ:<strong>PEP</strong>). Notably, SBUX stock is up 5% since the change in power. </p><p>Starbucks is a brand constantly tinkering with its menu to develop something new. The most recent offering is oleato coffee, a coffee drink infused with extra virgin olive oil. It will have to continue to evolve if it will be successful under Narasimhan’s watch.</p><p>With a market cap of $119 billion, SBUX offers a dividend yield of 2%. It currently has a “B” rating in the Portfolio Grader.</p></body></html>","source":"investorplace","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>7 Dividend-Paying Large-Cap Stocks to Buy in April</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\">\n7 Dividend-Paying Large-Cap Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-09 08:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/04/7-dividend-paying-large-cap-stocks-to-buy-in-april/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia : With the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking new ground.Microsoft : This large-cap stock is getting massive attention from ChatGPT and the growing...</p>\n\n<a href=\"https://investorplace.com/market360/2023/04/7-dividend-paying-large-cap-stocks-to-buy-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4581":"高盛持仓","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","KO":"可口可乐","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4170":"电脑硬件、储存设备及电脑周边","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","PEP":"百事可乐","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4553":"喜马拉雅资本持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4570":"地缘局势概念股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","AAPL":"苹果","BK4585":"ETF&股票定投概念","QLD":"纳指两倍做多ETF","MSFT":"微软","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4566":"资本集团","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","BK4543":"AI","BK4559":"巴菲特持仓","BK4577":"网络游戏","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4588":"碎股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","BK4141":"半导体产品","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","NVDA":"英伟达","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://investorplace.com/market360/2023/04/7-dividend-paying-large-cap-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325582259","content_text":"Nvidia : With the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking new ground.Microsoft : This large-cap stock is getting massive attention from ChatGPT and the growing AI trend.Apple : Apple is well on the way to becoming the first $3 trillion stock, particularly after gaining about 30% this year.Continue reading for the complete list of the best dividend-paying large-cap stocks!Source: ShutterstockDividend-paying large-cap stocks are some of the best ways to add wealth to your portfolio. That’s because the company pays you to hold your shares when you have a dividend stock. And that’s true of even the biggest of large-cap stocks.Most dividend-paying large-cap stocks issue payouts on a quarterly or monthly basis. If you are a younger investor, putting those payouts back into the stock makes sense to increase your position and grow your portfolio even faster. Once you get that money, it’s yours to do with as you see fit.But if you’re a retiree, you’re probably more inclined to take those payouts as income to supplement your other retirement accounts.Either way works, and I appreciate a company that cares for its shareholders. I’ve used my Portfolio Grader to evaluate some of the most significant dividend-paying large-cap stocks that would make outstanding choices for any dividend portfolio.NVDANvidia $265.27MSFTMicrosoft $283.39AAPLApple $162.66CVXChevron $169.18KO Coca-Cola $62.71VLOValero Energy$133.31SBUXStarbucks $104.69Nvidia Source: FP Creative / Shutterstock.comSemiconductor chipmaker Nvidia (NASDAQ:NVDA) is one of the hottest chip makers on the planet. The company’s stock is up nearly 90% in 2023, pushing the market capitalization to $689 billion.Nvidia produces chips that can produce amazingly advanced graphics highly prized by gaming applications and gaming centers. But with the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking new ground. It’s on Nvidia’s advanced graphics chips OpenAI is training its large language models. Nvidia is now making its DGX Cloud available online to give more businesses access to the infrastructure to develop artificial intelligence tools for themselves. The sky is the limit for NVDA at this point.Nvidia currently pays a minimal dividend. The payout ratio is 0.06%, but it’s still one of the more reliable dividend-paying large-cap stocks out there. I hope this company does a better job down the road of rewarding its shareholders with a payout. NVDA stock has a “B” rating in my Portfolio Grader.Microsoft Source: rafapress / Shutterstock.comMicrosoft (NASDAQ:MSFT) is another of the dividend-paying large-cap stocks getting huge attention from ChatGPT and the growing AI trend. Microsoft partnered with OpenAI and uses the ChatGPT software to enhance searches on its Bing search engine and Edge web browser.The excitement helped push Microsoft shares up nearly 20% this year, with a market cap north of $2.1 trillion.As I wrote recently on my takeout on Microsoft, the company’s stock is also up on some positive news. It recently announced a plan to integrate AI technology into other platforms, including the planned Microsoft 365 Copilot. And these AI headwinds could also breathe new life into the Azure cloud computing segment.Microsoft, which provides a dividend yield of nearly 1%, has a “B” rating in the Portfolio Grader.Apple Source: Vytautas Kielaitis / Shutterstock.comThey don’t get any bigger than Microsoft and the next company on our list. Apple (NASDAQ:AAPL), the maker of the iPhone, wearables and Mac computers, has a market cap of $2.6 trillion.It’s well on the way to becoming the first $3 trillion stock, particularly after gaining about 30% this year.Analysts are undoubtedly bullish about AAPL stock, citing robust demand for iPhones and strong interest in China. But I’m much more focused on the upcoming Worldwide Developers Conference in early June. At that event, Apple could very well roll out its augmented reality/virtual reality headset product.It’s been a while since Apple’s shown us something entirely new, so the reception to such a product will impact AAPL stock. But if you need another reason to like Apple stock, consider the Services segment that includes the App Store and iCloud.Revenue from Services reached $19.5 billion in the fiscal first quarter, a new record for the company. That’s a significant trend considering that Apple gets a much higher profit margin on Services revenue than from items that require a lot of equipment and research, such as iPhones and headsets.Apple’s current dividend yield is 0.5%, and it has a “B” rating in the Portfolio Grader.Chevron Source: tishomir / Shutterstock.comChevron (NYSE:CVX) has upstream exploration and production facilities worldwide, including in the U.S., the Gulf of Mexico, Australia, Nigeria, Angola and Kazakhstan, and sports a market cap of $324 billion.Chevron stock has been treading water the last few weeks, down about 5% on the year but showing a slight increase over the previous month. The stock appears to be gathering some steam to make another run higher, particularly now that OPEC announced it is cutting oil production.The rising oil price and demand for natural gas make Chevron a cash machine. The company brought in $35.5 billion in earnings in 2022 and doled out $11 billion in dividends while spending another $11.25 billion in share buybacks.With a dividend yield of 3.5%, CVX stock has a “B” rating in the Portfolio Grader.Coca-Cola Source: MAHATHIR MOHD YASIN / Shutterstock.comFamed soda maker Coca-Cola (NYSE:KO) may be one of the best-known consumer brands on the planet. From its headquarters in Atlanta, Coca-Cola has become the world’s biggest non-alcoholic beverage company.That’s helped push Coca-Cola to a market capitalization of $270 billion, selling products in more than 200 countries around the world. But even with that massive footprint, the company believes it has a broad runway for growth. Coca-Cola claims it has a 14% market share in the developed world. But in the much larger developing and emerging world, Coca-Cola has roughly a 7% share.It has a vast arsenal of brands to market to those potential customers, including sodas and carbonated beverages, teas, coffees, water, sports drinks and juices. And it’s recently dipped its toes into alcoholic beverages by offering hard seltzers and canned mixed drinks.Earnings for the fourth quarter were $10.2 billion in revenue, beating analysts’ estimates for $9.93 billion revenue. KO also matched expectations, paying 45 cents in earnings per share.KO stock is up 5% over the last month, providing a dividend yield of nearly 3%. It gets a “B” rating in the Portfolio Grader.Valero Energy Source: JustPixs / Shutterstock.comValero Energy (NYSE:VLO) is another excellent energy stock, but it’s of a different flavor than Chevron. Instead of oil and gas exploration, Valero is a downstream company that is the world’s largest producer of renewable fuels.Besides petroleum refineries, Valero has ethanol plants and offers dry distillers’ grains, ethanol and corn oil to gasoline blenders and refiners.Fourth-quarter earnings included $41.75 billion in revenue, but it missed expectations of $43.32 billion. Earnings per share of $8.45 per share was better than analysts’ expectations of $7.25.VLO stock is up 25% over the last 12 months, pushing its market capitalization to $47.2 billion. It also provides a healthy dividend yield of nearly 3%.VLO stock has an “A” rating in the Portfolio Grader.Starbucks Source: monticello / Shutterstock.comFamed coffee chain Starbucks (NASDAQ:SBUX) is one of the world’s biggest restaurant chains, boasting more than 36,000 stores. But it’s also a company in transition.The company struggled mightily during the Covid-19 pandemic before finally rebounding by mid-2021 to set all-time highs. But since then, Starbucks stock has struggled.Faced with high inflation and unionization issues, interim CEO Howard Schultz stepped down last month to make way for new CEO Laxman Narasimhan. Previously, Narasimhan was CEO of Reckitt Benckiser Group (OTCMKTS:RGBLY) and had executive positions with PepsiCo (NASDAQ:PEP). Notably, SBUX stock is up 5% since the change in power. Starbucks is a brand constantly tinkering with its menu to develop something new. The most recent offering is oleato coffee, a coffee drink infused with extra virgin olive oil. It will have to continue to evolve if it will be successful under Narasimhan’s watch.With a market cap of $119 billion, SBUX offers a dividend yield of 2%. It currently has a “B” rating in the Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946698598,"gmtCreate":1680930474415,"gmtModify":1680930478142,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946698598","repostId":"1171436402","repostType":2,"repost":{"id":"1171436402","pubTimestamp":1680920766,"share":"https://www.laohu8.com/m/news/1171436402?lang=&edition=full","pubTime":"2023-04-08 10:26","market":"us","language":"en","title":"Consumer Discretionary ETFs: Luxury Leisurely Takes Lead","url":"https://stock-news.laohu8.com/highlight/detail?id=1171436402","media":"Seeking Alpha","summary":"SummaryFrom an investing perspective, consumer discretionary stocks have performed relatively strong","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>From an investing perspective, consumer discretionary stocks have performed relatively strongly this year even through market volatility.</p></li><li><p><a href=\"https://laohu8.com/S/XLY\">XLY</a> is up 14.5% YTD compared to <a href=\"https://laohu8.com/S/XLP\">XLP</a>, which is up 0.5% YTD.</p></li><li><p>Consumers with higher incomes are less sensitive to changes in the market environment and may be less likely to change spending habits.</p></li></ul><p>While consumer spending data has cooled, the retail consumer still remains relatively resilient — especially when it comes to higher-end, discretionary items that have strong brand recognition.</p><p style=\"text-align: left;\">Looking at broader economic data, it’s difficult to separate out luxury apparel and accessories versus clothing necessities, but certain categories that are heavily tilted toward discretionary/luxury spending like cosmetics, perfumes, bath, and nail products have continued to grow in real dollars through February 2023 despite significant inflation in food and housing and higher interest rates. This can possibly be explained by the fact that higher income consumers typically spend throughout economic cycles — but it is likely that consumer culture in general is becoming more influenced by internet and social media, and leisure goods with a strong, unique brand awareness will continue to carry pricing power during tough economic times.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d6165be7df9619f8e1c6f6d3dedac80\" tg-width=\"809\" tg-height=\"491\"/></p><p>From an investing perspective, consumer discretionary stocks have performed relatively strongly this year even through market volatility. Consumer discretionary stocks are generally nonessential items that are associated with leisure or entertainment. Examples of stocks in the <strong>Consumer Discretionary Select Sector SPDR Fund (XLY)</strong> include <strong>Amazon (AMZN)</strong>, <strong>Home Depot (HD)</strong>, <strong>Nike (NKE)</strong>, and <strong>McDonald&#39;s (MCD)</strong>. In contrast, consumer staples stocks are generally essential items like food, hygiene, and other household products.</p><p style=\"text-align: left;\">Examples of stocks in the <strong>Consumer Staples Select Sector SPDR Fund (XLP)</strong> include <strong>Procter &amp; Gamble (PG)</strong>, <strong>Coca-Cola (KO)</strong>, <strong>Costco (COST)</strong>, and <strong>Walmart (WMT)</strong>. XLY is up 14.5% YTD compared to XLP, which is up 0.5% YTD. The top performers in XLY include <strong>Tesla (TSLA),</strong> which is up 56.3% YTD, and several travel stocks including <strong>Wynn Resorts (WYNN)</strong>, <strong>MGM Resorts (MGM)</strong>, and <strong>Booking Holdings (BKNG)</strong> which are benefiting from continuing demand for “revenge travel” post-pandemic. Among consumer discretionary, I think luxury and other higher-end goods/services will continue to stand out for higher-income consumers who continue to spend through all phases of the economy, but also for middle-income consumers who are influenced by internet and social media branding.</p><h2 style=\"text-align: left;\">Consumers will continue to spend money, and much of that will be driven by luxury and leisure stocks</h2><p style=\"text-align: left;\">First of all, what is a luxury good? There is an economic definition of luxury goods which basically says that if you earn more money, demand for certain goods will increase. This typically includes companies within the retail, automotive, and technology sectors like <strong>LVMH Moet Hennessy Louis Vuitton (MC PAR) (OTCPK:LVMHF)(OTCPK:LVMUY)</strong>, <strong>Mercedes Benz (MBG) (OTCPK:MBGAF)(OTCPK:MBGYY)</strong>, and Tesla. These stocks are mostly consumer discretionary stocks, but lines between industry classifications can sometimes be blurry. For example, the S&amp;P Global Luxury Index includes stocks like <strong>Estee Lauder (EL)</strong> and other cosmetics brands which are classified as consumer staples even though they contain some luxury product segments. There are also “luxury-light” products that aren’t necessarily high end and appeal to a broader range of consumers. I believe these stocks are generally less sensitive to income — meaning that if you make less income in a year, you may not necessarily cut out these products given their lower price points. These stocks could include Nike, <strong>Lululemon (LULU)</strong>, and <strong>Starbucks (SBUX)</strong>.</p><p style=\"text-align: left;\">Luxury companies typically perform well for several reasons. First of all, consumers with higher incomes are less sensitive to changes in the market environment and may be less likely to change spending habits (see <strong>this note</strong> for more details). Second, many luxury products are big-ticket items like cars, purses, or jewelry which are purchased only once every few years. And lastly, even consumers in average income brackets are likely to continue to buy luxury-light products due to their relatively lower price points and strong brand awareness. Younger generations, like Millennials and Gen Zers, tend to have shopping habits linked to influencers and other social media trends. Last week, for example, Lululemon reported that its 4Q same-store sales increased by 27% y/y and attributed much of its success to unaided brand awareness. Price-sensitive consumers may be the most likely to cut back on discretionary spending; however, they may continue to shop smarter instead of harder while looking for deals and discounts through e-commerce shopping and online channels (see <strong>this note</strong> for more details).</p><h2 style=\"text-align: left;\">Investors have options for consumer discretionary ETFs, including broad sector ETFs and thematic ETFs</h2><p style=\"text-align: left;\">For consumer discretionary ETFs, investors have several options including XLY and the <strong>S&amp;P 500 Equal Weight Consumer Discretionary ETF (RCD)</strong>. But for investors that want more exposure to luxury stocks, there are currently no dedicated luxury good ETFs in the U.S. The <strong>Emles Luxury Goods ETF (LUXE)</strong> was launched November 2020, but shut down just short of its two-year anniversary in October 2022. The previously-mentioned S&amp;P Global Luxury Index is only linked to three different ETFs — all of which are non-US ETFs. For reference, these three ETFs are: Amundi IS S&amp;P Global Luxury ETF-C EUR (OTC:GLUX), Amundi IS S&amp;P Global Luxury ETF-C USD (LUXU), and the HANARO Global Luxury S&amp;P (SK: 354350).</p><p style=\"text-align: left;\">A close proxy to a luxury stock ETF would be a thematic ETF like the <strong>Global X Millennials Consumer ETF (MILN)</strong> which holds many of the luxury-light stocks mentioned above that are popular with younger generations. The <strong>ALPS Global Travel Beneficiaries ETF (JRNY)</strong> holds luxury stocks like LVMH and Estee Lauder in its top holdings in addition to hotels, resorts, and other travel stocks. YTD, these ETFs are performing closely in line with the broader consumer discretionary ETFs, despite having different holdings. MILN is so far up 13.9% YTD, while JRNY is up 12.5%. For reference, the S&amp;P 500 Index is up 6.8% during the same time period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c869c7cd59e37ddee1f832597bf0d2c\" alt=\"luxury goods thematic ETF comparison\" title=\"luxury goods thematic ETF comparison\" tg-width=\"624\" tg-height=\"149\"/><span>luxury goods thematic ETF comparison</span></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Consumer Discretionary ETFs: Luxury Leisurely Takes Lead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nConsumer Discretionary ETFs: Luxury Leisurely Takes Lead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592797-consumer-discretionary-etfs-luxury-leisurely-takes-lead><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFrom an investing perspective, consumer discretionary stocks have performed relatively strongly this year even through market volatility.XLY is up 14.5% YTD compared to XLP, which is up 0.5% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592797-consumer-discretionary-etfs-luxury-leisurely-takes-lead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLP":"消费品指数ETF-SPDR主要消费品","NKE":"耐克","PG":"宝洁","XLY":"消费品指数ETF-SPDR可选消费品","TSLA":"特斯拉","KO":"可口可乐","RCD":"Invesco S&P 500 Equal Weight Consumer Discretionary ETF","MILN":"Global X Millennial Consumer ETF","JRNY":"ALPS Global Travel Beneficiaries ETF","MBGYY":"Mercedes Benz Group AG","COST":"好市多","LVMHF":"LVMH-Moet Hennessy Louis Vuitton","LVMUY":"路易威登","HD":"家得宝","AMZN":"亚马逊","MCD":"麦当劳"},"source_url":"https://seekingalpha.com/article/4592797-consumer-discretionary-etfs-luxury-leisurely-takes-lead","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1171436402","content_text":"SummaryFrom an investing perspective, consumer discretionary stocks have performed relatively strongly this year even through market volatility.XLY is up 14.5% YTD compared to XLP, which is up 0.5% YTD.Consumers with higher incomes are less sensitive to changes in the market environment and may be less likely to change spending habits.While consumer spending data has cooled, the retail consumer still remains relatively resilient — especially when it comes to higher-end, discretionary items that have strong brand recognition.Looking at broader economic data, it’s difficult to separate out luxury apparel and accessories versus clothing necessities, but certain categories that are heavily tilted toward discretionary/luxury spending like cosmetics, perfumes, bath, and nail products have continued to grow in real dollars through February 2023 despite significant inflation in food and housing and higher interest rates. This can possibly be explained by the fact that higher income consumers typically spend throughout economic cycles — but it is likely that consumer culture in general is becoming more influenced by internet and social media, and leisure goods with a strong, unique brand awareness will continue to carry pricing power during tough economic times.From an investing perspective, consumer discretionary stocks have performed relatively strongly this year even through market volatility. Consumer discretionary stocks are generally nonessential items that are associated with leisure or entertainment. Examples of stocks in the Consumer Discretionary Select Sector SPDR Fund (XLY) include Amazon (AMZN), Home Depot (HD), Nike (NKE), and McDonald's (MCD). In contrast, consumer staples stocks are generally essential items like food, hygiene, and other household products.Examples of stocks in the Consumer Staples Select Sector SPDR Fund (XLP) include Procter & Gamble (PG), Coca-Cola (KO), Costco (COST), and Walmart (WMT). XLY is up 14.5% YTD compared to XLP, which is up 0.5% YTD. The top performers in XLY include Tesla (TSLA), which is up 56.3% YTD, and several travel stocks including Wynn Resorts (WYNN), MGM Resorts (MGM), and Booking Holdings (BKNG) which are benefiting from continuing demand for “revenge travel” post-pandemic. Among consumer discretionary, I think luxury and other higher-end goods/services will continue to stand out for higher-income consumers who continue to spend through all phases of the economy, but also for middle-income consumers who are influenced by internet and social media branding.Consumers will continue to spend money, and much of that will be driven by luxury and leisure stocksFirst of all, what is a luxury good? There is an economic definition of luxury goods which basically says that if you earn more money, demand for certain goods will increase. This typically includes companies within the retail, automotive, and technology sectors like LVMH Moet Hennessy Louis Vuitton (MC PAR) (OTCPK:LVMHF)(OTCPK:LVMUY), Mercedes Benz (MBG) (OTCPK:MBGAF)(OTCPK:MBGYY), and Tesla. These stocks are mostly consumer discretionary stocks, but lines between industry classifications can sometimes be blurry. For example, the S&P Global Luxury Index includes stocks like Estee Lauder (EL) and other cosmetics brands which are classified as consumer staples even though they contain some luxury product segments. There are also “luxury-light” products that aren’t necessarily high end and appeal to a broader range of consumers. I believe these stocks are generally less sensitive to income — meaning that if you make less income in a year, you may not necessarily cut out these products given their lower price points. These stocks could include Nike, Lululemon (LULU), and Starbucks (SBUX).Luxury companies typically perform well for several reasons. First of all, consumers with higher incomes are less sensitive to changes in the market environment and may be less likely to change spending habits (see this note for more details). Second, many luxury products are big-ticket items like cars, purses, or jewelry which are purchased only once every few years. And lastly, even consumers in average income brackets are likely to continue to buy luxury-light products due to their relatively lower price points and strong brand awareness. Younger generations, like Millennials and Gen Zers, tend to have shopping habits linked to influencers and other social media trends. Last week, for example, Lululemon reported that its 4Q same-store sales increased by 27% y/y and attributed much of its success to unaided brand awareness. Price-sensitive consumers may be the most likely to cut back on discretionary spending; however, they may continue to shop smarter instead of harder while looking for deals and discounts through e-commerce shopping and online channels (see this note for more details).Investors have options for consumer discretionary ETFs, including broad sector ETFs and thematic ETFsFor consumer discretionary ETFs, investors have several options including XLY and the S&P 500 Equal Weight Consumer Discretionary ETF (RCD). But for investors that want more exposure to luxury stocks, there are currently no dedicated luxury good ETFs in the U.S. The Emles Luxury Goods ETF (LUXE) was launched November 2020, but shut down just short of its two-year anniversary in October 2022. The previously-mentioned S&P Global Luxury Index is only linked to three different ETFs — all of which are non-US ETFs. For reference, these three ETFs are: Amundi IS S&P Global Luxury ETF-C EUR (OTC:GLUX), Amundi IS S&P Global Luxury ETF-C USD (LUXU), and the HANARO Global Luxury S&P (SK: 354350).A close proxy to a luxury stock ETF would be a thematic ETF like the Global X Millennials Consumer ETF (MILN) which holds many of the luxury-light stocks mentioned above that are popular with younger generations. The ALPS Global Travel Beneficiaries ETF (JRNY) holds luxury stocks like LVMH and Estee Lauder in its top holdings in addition to hotels, resorts, and other travel stocks. YTD, these ETFs are performing closely in line with the broader consumer discretionary ETFs, despite having different holdings. MILN is so far up 13.9% YTD, while JRNY is up 12.5%. For reference, the S&P 500 Index is up 6.8% during the same time period.luxury goods thematic ETF comparison","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946698906,"gmtCreate":1680930285106,"gmtModify":1680930288508,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946698906","repostId":"1154925728","repostType":2,"repost":{"id":"1154925728","pubTimestamp":1680998922,"share":"https://www.laohu8.com/m/news/1154925728?lang=&edition=full","pubTime":"2023-04-09 08:08","market":"us","language":"en","title":"Fed Traders Eye CPI After Jobs Data Boost Odds of a May Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1154925728","media":"Bloomberg","summary":"Treasury short-end yields advance as central bank bets shiftedConsumer price index expected to show ","content":"<html><head></head><body><ul><li><p>Treasury short-end yields advance as central bank bets shifted</p></li><li><p>Consumer price index expected to show moderating inflation</p></li></ul><p>Bond traders are betting that the Federal Reserve probably has one more interest-rate hike to go in this tightening cycle as the economy shows resilience — for now at least — despite recent banking turmoil.</p><p style=\"text-align: start;\">Treasury yields advanced in a holiday-shortened session Friday after a drop in US unemployment and stronger-than-anticipated payrolls figures provided support for another quarter-point rate increase at the next Fed meeting in May. Swaps now show the odds of that at around three-in-four</p><p style=\"text-align: start;\">Attention will now turn to next week’s consumer price index reading to see whether the Fed is managing to beat back inflation. Concerns about the health of banks and the pace of credit creation will also be uppermost in investors’ minds as they try to assess the prospects for a recession and future yield moves.</p><p style=\"text-align: start;\">Upcoming US inflation data “is the final arbiter as we approach the May Fed meeting, and a consensus or stronger CPI read will challenge the Treasury market,” said Kevin Flanagan, head of fixed income strategy at Wisdom Tree Investments.</p><p>The global growth picture will also be in prominent focus in the coming week as the International Monetary Fund prepares to release its latest forecasts and officials from around the world gather in Washington for meetings of the world’s major multilateral economic institutions.</p><p style=\"text-align: start;\">Short-end Treasury yields led the move higher as the amount of extra policy tightening priced by the swaps market in for the next Federal Open Market Committee gathering was boosted to around 19 basis points. That suggests around a 76% chance that officials will bolster the benchmark by a quarter point from the current effective fed funds rate of 4.83%.</p><p style=\"text-align: start;\">The 2-year Treasury yield surged as much as 16 basis points to just under 4% and ended the session around 3.98%. The 10-year benchmark climbed as much as 10 basis points to 3.41% and finished Friday at 3.39%. The inversion of the curve between 2 and 10 years deepened by close to 6 basis points on the day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/393f3de4374af6fa0c61badc1cebf37b\" tg-width=\"730\" tg-height=\"479\"/></p><p>“Across the board strength” in the US jobs report “will boost the chances of a 25-basis-point hike in May. It should push out the timing of cuts as well,” said Priya Misra, global head of rates strategy at TD Securities. “But the market will remain focused on other, less lagging, data and bank earnings.”</p><p style=\"text-align: start;\">The market had been pricing around 14 basis points of May tightening in the lead-up to the jobs report, suggesting a little over a one-in-two chance of a hike. </p><p style=\"text-align: start;\">The market reduced the amount of subsequent policy-rate cuts it expects heading into the back end of 2023, with swaps suggesting a Fed benchmark rate of around 4.38% by the end of December. That figure was close to 4.18% ahead of the labor-market data.</p><p style=\"text-align: start;\">The US dollar strengthened against all of its Group-of-10 currency peers except the New Zealand dollar. US equity-index futures closed up 0.2% in an abbreviated session.</p><p style=\"text-align: start;\">Nonfarm payrolls increased 236,000 — marginally above the median forecast — after an upwardly revised 326,000 advance in February, the Bureau of Labor Statistics said Friday. The unemployment rate fell to 3.5%. Average hourly earnings climbed 4.2% from a year ago, below estimates and the slowest since June 2021.</p><p>The consumer price index for March is forecast to show an easing in the annual headline pace to 5.2% from 6%, according to the median estimate of economists surveyed by Bloomberg. In contrast, sticky core pressure is seen with the annual pace edging up to 5.6% from 5.5%. Other key data releases for the coming week include the producer price index and retail sales.</p><p style=\"text-align: start;\">Treasury yields have moved notably lower in the past month on the back of banking system concerns. Turmoil among financial institutions had fueled a bid for the relative safety of Treasuries and forced a rethink about how tight the Fed can keep policy in the face of increased recession risks, even as inflation remains elevated.</p><p style=\"text-align: start;\">“The Treasury market is telling you what direction they would like to go in, and that’s lower yields, but it looks vulnerable to any type of economic numbers that don’t tell us recession is imminent,” said Wisdom Tree’s Flanagan. If inflation readings stay elevated “it will be hard for Treasury yields to sustain their current levels.”</p><h3 style=\"text-align: start;\">What to Watch</h3><ul><li><p>Economic data calendar:</p><ul><li><p>April 10: Wholesale trade sales and inventories</p></li><li><p>April 11: NFIB small business optimism</p></li><li><p>April 12: MBA mortgage applications; consumer price index; monthly budget statement</p></li><li><p>April 14: Weekly jobless claims; producer price index</p></li><li><p>April 15: Import and export prices; retail sales; industrial production; business inventories; University of Michigan sentiment and inflation expectations</p></li></ul></li><li><p>Fed calendar:</p><ul><li><p>April 11: Chicago Fed President Austan Goolsbee; Philadelphia Fed President Patrick Harker; Minneapolis Fed President Neel Kashkari</p></li><li><p>April 12: Richmond Fed President Thomas Barkin; March Federal Open Market Committee meeting minutes</p></li></ul></li><li><p>Auction calendar:</p><ul><li><p>April 10: 13- and 26-week bills</p></li><li><p>April 11: 3-year notes</p></li><li><p>April 12: 17-week bills; 10-year notes</p></li><li><p>April 13: 4- and 8-week bills; 30-year bonds</p></li></ul></li></ul></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Traders Eye CPI After Jobs Data Boost Odds of a May Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nFed Traders Eye CPI After Jobs Data Boost Odds of a May Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-09 08:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-07/fed-traders-boost-bets-on-may-rate-hike-as-unemployment-falls><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Treasury short-end yields advance as central bank bets shiftedConsumer price index expected to show moderating inflationBond traders are betting that the Federal Reserve probably has one more interest...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-07/fed-traders-boost-bets-on-may-rate-hike-as-unemployment-falls\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-07/fed-traders-boost-bets-on-may-rate-hike-as-unemployment-falls","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154925728","content_text":"Treasury short-end yields advance as central bank bets shiftedConsumer price index expected to show moderating inflationBond traders are betting that the Federal Reserve probably has one more interest-rate hike to go in this tightening cycle as the economy shows resilience — for now at least — despite recent banking turmoil.Treasury yields advanced in a holiday-shortened session Friday after a drop in US unemployment and stronger-than-anticipated payrolls figures provided support for another quarter-point rate increase at the next Fed meeting in May. Swaps now show the odds of that at around three-in-fourAttention will now turn to next week’s consumer price index reading to see whether the Fed is managing to beat back inflation. Concerns about the health of banks and the pace of credit creation will also be uppermost in investors’ minds as they try to assess the prospects for a recession and future yield moves.Upcoming US inflation data “is the final arbiter as we approach the May Fed meeting, and a consensus or stronger CPI read will challenge the Treasury market,” said Kevin Flanagan, head of fixed income strategy at Wisdom Tree Investments.The global growth picture will also be in prominent focus in the coming week as the International Monetary Fund prepares to release its latest forecasts and officials from around the world gather in Washington for meetings of the world’s major multilateral economic institutions.Short-end Treasury yields led the move higher as the amount of extra policy tightening priced by the swaps market in for the next Federal Open Market Committee gathering was boosted to around 19 basis points. That suggests around a 76% chance that officials will bolster the benchmark by a quarter point from the current effective fed funds rate of 4.83%.The 2-year Treasury yield surged as much as 16 basis points to just under 4% and ended the session around 3.98%. The 10-year benchmark climbed as much as 10 basis points to 3.41% and finished Friday at 3.39%. The inversion of the curve between 2 and 10 years deepened by close to 6 basis points on the day.“Across the board strength” in the US jobs report “will boost the chances of a 25-basis-point hike in May. It should push out the timing of cuts as well,” said Priya Misra, global head of rates strategy at TD Securities. “But the market will remain focused on other, less lagging, data and bank earnings.”The market had been pricing around 14 basis points of May tightening in the lead-up to the jobs report, suggesting a little over a one-in-two chance of a hike. The market reduced the amount of subsequent policy-rate cuts it expects heading into the back end of 2023, with swaps suggesting a Fed benchmark rate of around 4.38% by the end of December. That figure was close to 4.18% ahead of the labor-market data.The US dollar strengthened against all of its Group-of-10 currency peers except the New Zealand dollar. US equity-index futures closed up 0.2% in an abbreviated session.Nonfarm payrolls increased 236,000 — marginally above the median forecast — after an upwardly revised 326,000 advance in February, the Bureau of Labor Statistics said Friday. The unemployment rate fell to 3.5%. Average hourly earnings climbed 4.2% from a year ago, below estimates and the slowest since June 2021.The consumer price index for March is forecast to show an easing in the annual headline pace to 5.2% from 6%, according to the median estimate of economists surveyed by Bloomberg. In contrast, sticky core pressure is seen with the annual pace edging up to 5.6% from 5.5%. Other key data releases for the coming week include the producer price index and retail sales.Treasury yields have moved notably lower in the past month on the back of banking system concerns. Turmoil among financial institutions had fueled a bid for the relative safety of Treasuries and forced a rethink about how tight the Fed can keep policy in the face of increased recession risks, even as inflation remains elevated.“The Treasury market is telling you what direction they would like to go in, and that’s lower yields, but it looks vulnerable to any type of economic numbers that don’t tell us recession is imminent,” said Wisdom Tree’s Flanagan. If inflation readings stay elevated “it will be hard for Treasury yields to sustain their current levels.”What to WatchEconomic data calendar:April 10: Wholesale trade sales and inventoriesApril 11: NFIB small business optimismApril 12: MBA mortgage applications; consumer price index; monthly budget statementApril 14: Weekly jobless claims; producer price indexApril 15: Import and export prices; retail sales; industrial production; business inventories; University of Michigan sentiment and inflation expectationsFed calendar:April 11: Chicago Fed President Austan Goolsbee; Philadelphia Fed President Patrick Harker; Minneapolis Fed President Neel KashkariApril 12: Richmond Fed President Thomas Barkin; March Federal Open Market Committee meeting minutesAuction calendar:April 10: 13- and 26-week billsApril 11: 3-year notesApril 12: 17-week bills; 10-year notesApril 13: 4- and 8-week bills; 30-year bonds","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941690863,"gmtCreate":1680177965653,"gmtModify":1680177969094,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941690863","repostId":"1182976438","repostType":2,"repost":{"id":"1182976438","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680173205,"share":"https://www.laohu8.com/m/news/1182976438?lang=&edition=full","pubTime":"2023-03-30 18:46","market":"us","language":"en","title":"Roku to Cut 200 Jobs, About 6% of Staff","url":"https://stock-news.laohu8.com/highlight/detail?id=1182976438","media":"Dow Jones","summary":"Roku Inc. said it plans to cut about 200 jobs, or some 6% of its workforce, as the company looks to ","content":"<html><head></head><body><p>Roku Inc. said it plans to cut about 200 jobs, or some 6% of its workforce, as the company looks to cut costs and focus on high-priority projects.</p><p>Roku shares gained 2.8% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e67db9e3432f6c1ff853e591ca2e1f81\" title=\"\" tg-width=\"824\" tg-height=\"620\"/></p><p style=\"text-align: start;\">The maker of streaming hardware said it also plans to stop using or subleasing certain offices that it doesn&#39;t currently occupy.</p><p>Roku said Thursday in a securities filing that it approved the restructuring plan on Wednesday. The company is looking to slash operating costs and focus on projects that it believes &#34;will have a higher return on investment.&#34;</p><p>Roku&#39;s restructuring follows a wave of staff reductions and cost-cutting moves that various companies across technology and other industries have implemented in recent months amid persistent inflation, rising interest rates and uncertainty over how tightening financial conditions will affect the economy.</p><p>The company expects to book non-recurring charges of about $30 million to $35 million as part of the restructuring, mostly tied to severance payments and charges tied to the exit of certain office facilities.</p><p>Roku said it expects the headcount reductions to be mostly done by the end of the second quarter of fiscal 2023.</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>Roku to Cut 200 Jobs, About 6% of Staff</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\">\nRoku to Cut 200 Jobs, About 6% of Staff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-30 18:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Roku Inc. said it plans to cut about 200 jobs, or some 6% of its workforce, as the company looks to cut costs and focus on high-priority projects.</p><p>Roku shares gained 2.8% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e67db9e3432f6c1ff853e591ca2e1f81\" title=\"\" tg-width=\"824\" tg-height=\"620\"/></p><p style=\"text-align: start;\">The maker of streaming hardware said it also plans to stop using or subleasing certain offices that it doesn&#39;t currently occupy.</p><p>Roku said Thursday in a securities filing that it approved the restructuring plan on Wednesday. The company is looking to slash operating costs and focus on projects that it believes &#34;will have a higher return on investment.&#34;</p><p>Roku&#39;s restructuring follows a wave of staff reductions and cost-cutting moves that various companies across technology and other industries have implemented in recent months amid persistent inflation, rising interest rates and uncertainty over how tightening financial conditions will affect the economy.</p><p>The company expects to book non-recurring charges of about $30 million to $35 million as part of the restructuring, mostly tied to severance payments and charges tied to the exit of certain office facilities.</p><p>Roku said it expects the headcount reductions to be mostly done by the end of the second quarter of fiscal 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182976438","content_text":"Roku Inc. said it plans to cut about 200 jobs, or some 6% of its workforce, as the company looks to cut costs and focus on high-priority projects.Roku shares gained 2.8% in premarket trading.The maker of streaming hardware said it also plans to stop using or subleasing certain offices that it doesn't currently occupy.Roku said Thursday in a securities filing that it approved the restructuring plan on Wednesday. The company is looking to slash operating costs and focus on projects that it believes \"will have a higher return on investment.\"Roku's restructuring follows a wave of staff reductions and cost-cutting moves that various companies across technology and other industries have implemented in recent months amid persistent inflation, rising interest rates and uncertainty over how tightening financial conditions will affect the economy.The company expects to book non-recurring charges of about $30 million to $35 million as part of the restructuring, mostly tied to severance payments and charges tied to the exit of certain office facilities.Roku said it expects the headcount reductions to be mostly done by the end of the second quarter of fiscal 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941690185,"gmtCreate":1680177951547,"gmtModify":1680177955045,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941690185","repostId":"2323278121","repostType":4,"repost":{"id":"2323278121","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":1680174087,"share":"https://www.laohu8.com/m/news/2323278121?lang=&edition=full","pubTime":"2023-03-30 19:01","market":"us","language":"en","title":"US Battery Sourcing Guidance to Cut Some EV Tax Credits","url":"https://stock-news.laohu8.com/highlight/detail?id=2323278121","media":"Reuters","summary":"The U.S. Treasury Department's long-awaited guidance on battery sourcing requirements for electric v","content":"<html><head></head><body><p>The U.S. Treasury Department&#39;s long-awaited guidance on battery sourcing requirements for electric vehicle tax credits due out by Friday will result in fewer vehicles getting full or partial credits, a U.S. official told Reuters.</p><p>In December, Treasury decided not to issue the proposed guidance on battery sourcing rules until March, effectively giving some EVs not meeting new requirements a few months of eligibility in 2023 before the rules take effect. That was sharply criticized by Senate Energy Committee chair Joe Manchin, a Democrat.</p><p>The Biden administration believes that over time the tax credit will result in more EVs sold as automakers revamp supply chains to meet critical mineral and battery component rules, the official said. It is not immediately clear when or how many EVs will lose tax credits or see them cut.</p><p>White House adviser John Podesta at a conference on Tuesday said the guidance will be issued by Friday after noting the administration missed the Dec. 31 deadline set under the law. &#34;It&#39;s complicated,&#34; Podesta said.</p><p>The EV credit requires 50 per cent of the value of battery components to be produced or assembled in North America to qualify for $3,750 of the credit and 40 per cent of the value of critical minerals sourced from the United States or a country with which it has a free trade agreement. Those rise by 10 per centage points annually.</p><p>Auto industry officials say the guidance must answer complex questions about how to classify minerals and components.</p><p>On Tuesday, the United States and Japan on Tuesday signed a trade deal on EV battery minerals, which will grant Japanese automakers wider access to a new $7,500 U.S. EV tax credit.</p><p>Treasury said in December it would define key terms like processing, extraction, recycling and what constitutes a free trade deal. Electric vehicles must be assembled in North America to qualify for any credit.</p><p>The rules, part of a $430 billion climate bill approved in August, are aimed at weaning the United States off dependence on China, which dominates the global supply chains of products like EV batteries and solar panels.</p><p>In early February, Treasury said it would make more Tesla, Ford Motor, General Motors and Volkswagen electric vehicles eligible for up to $7,500 tax credits after it revised its vehicle classification definitions.</p><p>Some of those vehicles may see credits decline after the battery guidance takes effect.</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 Battery Sourcing Guidance to Cut Some EV Tax Credits</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 Battery Sourcing Guidance to Cut Some EV Tax Credits\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-30 19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. Treasury Department&#39;s long-awaited guidance on battery sourcing requirements for electric vehicle tax credits due out by Friday will result in fewer vehicles getting full or partial credits, a U.S. official told Reuters.</p><p>In December, Treasury decided not to issue the proposed guidance on battery sourcing rules until March, effectively giving some EVs not meeting new requirements a few months of eligibility in 2023 before the rules take effect. That was sharply criticized by Senate Energy Committee chair Joe Manchin, a Democrat.</p><p>The Biden administration believes that over time the tax credit will result in more EVs sold as automakers revamp supply chains to meet critical mineral and battery component rules, the official said. It is not immediately clear when or how many EVs will lose tax credits or see them cut.</p><p>White House adviser John Podesta at a conference on Tuesday said the guidance will be issued by Friday after noting the administration missed the Dec. 31 deadline set under the law. &#34;It&#39;s complicated,&#34; Podesta said.</p><p>The EV credit requires 50 per cent of the value of battery components to be produced or assembled in North America to qualify for $3,750 of the credit and 40 per cent of the value of critical minerals sourced from the United States or a country with which it has a free trade agreement. Those rise by 10 per centage points annually.</p><p>Auto industry officials say the guidance must answer complex questions about how to classify minerals and components.</p><p>On Tuesday, the United States and Japan on Tuesday signed a trade deal on EV battery minerals, which will grant Japanese automakers wider access to a new $7,500 U.S. EV tax credit.</p><p>Treasury said in December it would define key terms like processing, extraction, recycling and what constitutes a free trade deal. Electric vehicles must be assembled in North America to qualify for any credit.</p><p>The rules, part of a $430 billion climate bill approved in August, are aimed at weaning the United States off dependence on China, which dominates the global supply chains of products like EV batteries and solar panels.</p><p>In early February, Treasury said it would make more Tesla, Ford Motor, General Motors and Volkswagen electric vehicles eligible for up to $7,500 tax credits after it revised its vehicle classification definitions.</p><p>Some of those vehicles may see credits decline after the battery guidance takes effect.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车","GM":"通用汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323278121","content_text":"The U.S. Treasury Department's long-awaited guidance on battery sourcing requirements for electric vehicle tax credits due out by Friday will result in fewer vehicles getting full or partial credits, a U.S. official told Reuters.In December, Treasury decided not to issue the proposed guidance on battery sourcing rules until March, effectively giving some EVs not meeting new requirements a few months of eligibility in 2023 before the rules take effect. That was sharply criticized by Senate Energy Committee chair Joe Manchin, a Democrat.The Biden administration believes that over time the tax credit will result in more EVs sold as automakers revamp supply chains to meet critical mineral and battery component rules, the official said. It is not immediately clear when or how many EVs will lose tax credits or see them cut.White House adviser John Podesta at a conference on Tuesday said the guidance will be issued by Friday after noting the administration missed the Dec. 31 deadline set under the law. \"It's complicated,\" Podesta said.The EV credit requires 50 per cent of the value of battery components to be produced or assembled in North America to qualify for $3,750 of the credit and 40 per cent of the value of critical minerals sourced from the United States or a country with which it has a free trade agreement. Those rise by 10 per centage points annually.Auto industry officials say the guidance must answer complex questions about how to classify minerals and components.On Tuesday, the United States and Japan on Tuesday signed a trade deal on EV battery minerals, which will grant Japanese automakers wider access to a new $7,500 U.S. EV tax credit.Treasury said in December it would define key terms like processing, extraction, recycling and what constitutes a free trade deal. Electric vehicles must be assembled in North America to qualify for any credit.The rules, part of a $430 billion climate bill approved in August, are aimed at weaning the United States off dependence on China, which dominates the global supply chains of products like EV batteries and solar panels.In early February, Treasury said it would make more Tesla, Ford Motor, General Motors and Volkswagen electric vehicles eligible for up to $7,500 tax credits after it revised its vehicle classification definitions.Some of those vehicles may see credits decline after the battery guidance takes effect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941690326,"gmtCreate":1680177938366,"gmtModify":1680177942024,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941690326","repostId":"2323798391","repostType":4,"repost":{"id":"2323798391","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":1680174228,"share":"https://www.laohu8.com/m/news/2323798391?lang=&edition=full","pubTime":"2023-03-30 19:03","market":"us","language":"en","title":"Google Says Microsoft Cloud Practices Are Anti-Competitive","url":"https://stock-news.laohu8.com/highlight/detail?id=2323798391","media":"Reuters","summary":"Alphabet's Google Cloud has accused Microsoft of anti-competitive cloud computing practices and crit","content":"<html><head></head><body><p>Alphabet&#39;s Google Cloud has accused Microsoft of anti-competitive cloud computing practices and criticised imminent deals with several European cloud vendors, saying these do not solve broader concerns about its licensing terms.</p><p>In Google Cloud&#39;s first public comments on Microsoft and its European deals its Vice President Amit Zavery told Reuters the company has raised the issue with antitrust agencies and urged European Union antitrust regulators to take a closer look.</p><p>In response, Microsoft referred to a blogpost in May last year where its president Brad Smith said it &#39;has a healthy number two position when it comes to cloud services, with just over 20 per cent market share of global cloud services revenues&#39;.</p><p>&#34;We are committed to the European Cloud Community and their success,&#34; a Microsoft spokesperson told Reuters on Thursday.</p><p>There is intense rivalry between the two U.S. tech giants in the fast-growing, multi-billion-dollar cloud computing business, where Google trails market leader Amazon and Microsoft.</p><p>The sector has recently drawn greater regulatory scrutiny, including in the United States and in Britain, because of the dominance of a few players and its increasingly critical role as more and more companies shift their services to the cloud.</p><p>Microsoft has offered to change its cloud computing practices in a deal with a few smaller rivals which in turn will suspend their antitrust complaints, a person with direct knowledge of the matter told Reuters this week.</p><p>The move will stave off an EU investigation.</p><p>&#34;Microsoft definitely has a very anti-competitive posture in cloud. They are leveraging a lot of their dominance in the on-premise business as well as Office 365 and Windows to tie Azure and the rest of cloud services and make it hard for customers to have a choice,&#34; Zavery said in an interview late on Wednesday.</p><p>&#34;When we talk to a lot of our customers, they find a lot of these bundling practices, as well as the way they create pricing and licensing restrictions, make it difficult for them to choose other providers,&#34; he added.</p><h3>&#39;UNFAIR ADVANTAGE&#39;</h3><p>Zavery said individual deals struck with several smaller European cloud vendors only benefit Microsoft.</p><p>&#34;They&#39;re selectively kind of buying out those ones who complain and not make those terms available to everyone. So that definitely makes it an unfair advantage to Microsoft and ties the people who complained back to Microsoft anyway,&#34;</p><p>&#34;Whatever they&#39;re offering, there should be terms across for everybody, not just for one or two they&#39;ve chosen and pick, and that shows you that they have so much market power they can kind of go and do those things individually.&#34;</p><p>&#34;My point to the regulators would be that they should look at this holistically, even though one or two vendors might settle doesn&#39;t solve the broader problem. And that&#39;s the problem we need to really resolve, not individual vendors&#39; problems.&#34;</p><p>The European Commission declined to comment.</p><p>Microsoft still faces another EU antitrust complaint from CISPE, whose members include Amazon. The trade group has rejected the Microsoft&#39;s changes.</p><p>Zavery dismissed the suggestion that the issue is merely a spat between Google and Microsoft.</p><p>&#34;The question is not about Google. I just want to make it very clear. It&#39;s the cloud. The premise with cloud was to have an open, flexible way to deploy your software and have customers more choices so that they can run their software in any place they choose to in a much more easy way,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Says Microsoft Cloud Practices Are Anti-Competitive</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\">\nGoogle Says Microsoft Cloud Practices Are Anti-Competitive\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-30 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alphabet&#39;s Google Cloud has accused Microsoft of anti-competitive cloud computing practices and criticised imminent deals with several European cloud vendors, saying these do not solve broader concerns about its licensing terms.</p><p>In Google Cloud&#39;s first public comments on Microsoft and its European deals its Vice President Amit Zavery told Reuters the company has raised the issue with antitrust agencies and urged European Union antitrust regulators to take a closer look.</p><p>In response, Microsoft referred to a blogpost in May last year where its president Brad Smith said it &#39;has a healthy number two position when it comes to cloud services, with just over 20 per cent market share of global cloud services revenues&#39;.</p><p>&#34;We are committed to the European Cloud Community and their success,&#34; a Microsoft spokesperson told Reuters on Thursday.</p><p>There is intense rivalry between the two U.S. tech giants in the fast-growing, multi-billion-dollar cloud computing business, where Google trails market leader Amazon and Microsoft.</p><p>The sector has recently drawn greater regulatory scrutiny, including in the United States and in Britain, because of the dominance of a few players and its increasingly critical role as more and more companies shift their services to the cloud.</p><p>Microsoft has offered to change its cloud computing practices in a deal with a few smaller rivals which in turn will suspend their antitrust complaints, a person with direct knowledge of the matter told Reuters this week.</p><p>The move will stave off an EU investigation.</p><p>&#34;Microsoft definitely has a very anti-competitive posture in cloud. They are leveraging a lot of their dominance in the on-premise business as well as Office 365 and Windows to tie Azure and the rest of cloud services and make it hard for customers to have a choice,&#34; Zavery said in an interview late on Wednesday.</p><p>&#34;When we talk to a lot of our customers, they find a lot of these bundling practices, as well as the way they create pricing and licensing restrictions, make it difficult for them to choose other providers,&#34; he added.</p><h3>&#39;UNFAIR ADVANTAGE&#39;</h3><p>Zavery said individual deals struck with several smaller European cloud vendors only benefit Microsoft.</p><p>&#34;They&#39;re selectively kind of buying out those ones who complain and not make those terms available to everyone. So that definitely makes it an unfair advantage to Microsoft and ties the people who complained back to Microsoft anyway,&#34;</p><p>&#34;Whatever they&#39;re offering, there should be terms across for everybody, not just for one or two they&#39;ve chosen and pick, and that shows you that they have so much market power they can kind of go and do those things individually.&#34;</p><p>&#34;My point to the regulators would be that they should look at this holistically, even though one or two vendors might settle doesn&#39;t solve the broader problem. And that&#39;s the problem we need to really resolve, not individual vendors&#39; problems.&#34;</p><p>The European Commission declined to comment.</p><p>Microsoft still faces another EU antitrust complaint from CISPE, whose members include Amazon. The trade group has rejected the Microsoft&#39;s changes.</p><p>Zavery dismissed the suggestion that the issue is merely a spat between Google and Microsoft.</p><p>&#34;The question is not about Google. I just want to make it very clear. It&#39;s the cloud. The premise with cloud was to have an open, flexible way to deploy your software and have customers more choices so that they can run their software in any place they choose to in a much more easy way,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323798391","content_text":"Alphabet's Google Cloud has accused Microsoft of anti-competitive cloud computing practices and criticised imminent deals with several European cloud vendors, saying these do not solve broader concerns about its licensing terms.In Google Cloud's first public comments on Microsoft and its European deals its Vice President Amit Zavery told Reuters the company has raised the issue with antitrust agencies and urged European Union antitrust regulators to take a closer look.In response, Microsoft referred to a blogpost in May last year where its president Brad Smith said it 'has a healthy number two position when it comes to cloud services, with just over 20 per cent market share of global cloud services revenues'.\"We are committed to the European Cloud Community and their success,\" a Microsoft spokesperson told Reuters on Thursday.There is intense rivalry between the two U.S. tech giants in the fast-growing, multi-billion-dollar cloud computing business, where Google trails market leader Amazon and Microsoft.The sector has recently drawn greater regulatory scrutiny, including in the United States and in Britain, because of the dominance of a few players and its increasingly critical role as more and more companies shift their services to the cloud.Microsoft has offered to change its cloud computing practices in a deal with a few smaller rivals which in turn will suspend their antitrust complaints, a person with direct knowledge of the matter told Reuters this week.The move will stave off an EU investigation.\"Microsoft definitely has a very anti-competitive posture in cloud. They are leveraging a lot of their dominance in the on-premise business as well as Office 365 and Windows to tie Azure and the rest of cloud services and make it hard for customers to have a choice,\" Zavery said in an interview late on Wednesday.\"When we talk to a lot of our customers, they find a lot of these bundling practices, as well as the way they create pricing and licensing restrictions, make it difficult for them to choose other providers,\" he added.'UNFAIR ADVANTAGE'Zavery said individual deals struck with several smaller European cloud vendors only benefit Microsoft.\"They're selectively kind of buying out those ones who complain and not make those terms available to everyone. So that definitely makes it an unfair advantage to Microsoft and ties the people who complained back to Microsoft anyway,\"\"Whatever they're offering, there should be terms across for everybody, not just for one or two they've chosen and pick, and that shows you that they have so much market power they can kind of go and do those things individually.\"\"My point to the regulators would be that they should look at this holistically, even though one or two vendors might settle doesn't solve the broader problem. And that's the problem we need to really resolve, not individual vendors' problems.\"The European Commission declined to comment.Microsoft still faces another EU antitrust complaint from CISPE, whose members include Amazon. The trade group has rejected the Microsoft's changes.Zavery dismissed the suggestion that the issue is merely a spat between Google and Microsoft.\"The question is not about Google. I just want to make it very clear. It's the cloud. The premise with cloud was to have an open, flexible way to deploy your software and have customers more choices so that they can run their software in any place they choose to in a much more easy way,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941690030,"gmtCreate":1680177911220,"gmtModify":1680177914971,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941690030","repostId":"1137534154","repostType":2,"repost":{"id":"1137534154","pubTimestamp":1680176812,"share":"https://www.laohu8.com/m/news/1137534154?lang=&edition=full","pubTime":"2023-03-30 19:46","market":"us","language":"en","title":"Nvidia: Set Up To Ride The Reversion Angle","url":"https://stock-news.laohu8.com/highlight/detail?id=1137534154","media":"Seekingalpha","summary":"SummaryNvidia’s financials results tumbled in the recent quarter, while sequential gross margin impr","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s financials results tumbled in the recent quarter, while sequential gross margin improvement is delineated.</p></li><li><p>Prospects appear significant as enterprises initiate the deployment of AI solutions at scale.</p></li><li><p>The current valuation of NVDA is unsustainable in the future when looking through the prism of a 30% growth reversion angle.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cd05b9af0f9888e45415e7fec06b823\" alt=\"Graphics Chip Maker Nvidia Reports Quarterly Earnings\" title=\"Graphics Chip Maker Nvidia Reports Quarterly Earnings\" tg-width=\"750\" tg-height=\"500\"/><span>Graphics Chip Maker Nvidia Reports Quarterly Earnings</span></p><p></p><p>Against the backdrop of high macro uncertainty, the semiconductor industry as a whole is going through difficult times, which was reflected in Nvidia Corporation&#39;s (NASDAQ:NVDA) weak financials and not the most optimistic forecasts. In the meantime, the long-term prospects for the industry look good. With technological progress, the need for GPU-powered solutions could grow exponentially. I am bullish on NVDA stock’s future, as the company is well positioned in the segments that are expected to perform with outpacing growth. I believe that Nvidia is taking a good takeoff run, and once enterprises start deploying AI-applications at scale, the monetization of Nvidia’s new offering may become more prominent due to the significant torque in the higher margin data center and AI-focused software and services.</p><h2>Financials and outlook</h2><p>NVIDIA&#39;s revenue in the fourth quarter of fiscal 2023 took a dip by 20.8% YoY to $6.1 billion, due to weak performance of the gaming division, while EPS fell 53% YoY to $0.57. On the positive side, the gross margin recovered to 63.3% (up 9.7 p.p. QoQ), exhibiting an upward pattern. The management’s outlook for the current financial quarter assumes a slight increase in revenue in quarterly terms, while significantly negative annual dynamics. Meanwhile, the company&#39;s balance sheet remains strong, which allows to direct significant funds to buyback.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8613e8d0933357b0fab9c523f5aa15f9\" alt=\"Financial results\" title=\"Financial results\" tg-width=\"558\" tg-height=\"247\"/><span>Financial results</span></p><p style=\"text-align: left;\"></p><p>Going forward, the upcoming few quarters are likely to be difficult for Nvidia, in line with the entire semiconductor industry, which is currently experiencing a cyclical slowdown amid heightened macro uncertainty and other risks. Overall, the semi-market is expected to weaken by 4.1% due to the integrated circuits forecasted to drop by 5.6%, while other major categories should exhibit low single-digit growth. At the same time, the long-term prospects for the industry look good. Technological progress in the world remains intact, and the demand for ICs could merely grow. Moving to the point, Nvidia’s advantage lies in its solid position in the segments that are expected to outperform.</p><h2>Emerging prospects for Data centers</h2><p>Let’s start with the data center solutions. Despite the budget constraints, enterprise IT spending is expected to remain solid. However, data center spending is not a bullish area, evidenced by the 0.7% forecasted growth in 2023. In my view, this assumption may not count the generative AI potential, which along with other fast-growing areas such as deep learning and supercomputing could bring some double-digit pattern. The use of GPU’s in the latter areas is becoming more common due to the less efficient x86 CPU-based solutions, and I believe this may augment the enterprise IT system refresh cycle, in order to meet the future computing demand. I will share the following quote from my article on XLK:</p><blockquote>…cloud computing looks to contribute substantially to the IT sector&#39;s performance, as the significant spending on data center systems, we witnessed last year, should provide for a boost in cloud solutions implementation.</blockquote><p>In addition, hyperscale cloud providers should continue to update and expand their cloud offerings with AI-based solutions in order to compete for superiority in the market. The hype around ChatGPT is prompting a surge in the generative AI market, which indeed is expected to grow at a CAGR of 34.3% in the current decade and could create a sustainable demand for HPC. As a result, the training market and model complexity growth could trigger a new round of infrastructure buildouts by data center providers, and provide for a strong adoption of the NVDA&#39;s flagship H100 data center GPU.</p><p>On the downside, the supply restrictions of HPC processors in China could continue to have a deterrent effect on further revenue growth in the data center business line. However, global demand for these chips is expected to be very strong, and I believe NVDA will be able to offset the losses by diverting supplies to other markets.</p><h2>Sustainable growth from the Gaming Segment</h2><p>NVIDIA is the leader in the gaming GPU market, where its GeForce series accounts for over 70% of the market. The segment is exhibiting an improving (on sequential basis) pattern with revenue growth up 16% QoQ in the recent quarter due to the strong uptake of the 40-series of RTX GPUs and channel inventory recovery.</p><p>Moving forward, the revenue of the gaming segment appears to keep on underperforming on a YoY basis in the coming few quarters due to the expensed device refresh cycle. However, I expect demand for the company&#39;s GPUs to stabilize beyond, underpinned by the increasing availability of video cards on the market based on the new generation of graphics chips of the GeForce RTX 40 family. Moreover, the new version of DLSS does absolutely amazing things and, in the maximum mode, it can render 7 pixels out of 8, thanks to the efficient combination of powerful hardware with software and neural networks. These 3 pillars, in my view, provide for more sustainable revenue growth in the gaming segment, following the sunset of the crypto-induced volatility in volumes.</p><h2>Next-level of Self-driving</h2><p>Another potential growth story could be the autonomous vehicle segment. Although the market is at the nascent stage, it has a stellar prospect, where a number of IT corporations and auto giants have already presented prototypes of self-driving vehicles. The DRIVE Thor seems to me as a small revolution, with the ability to reach the 5-th level of self-driving capabilities. For reference, Tesla’s (TSLA) self-driving feature remains at level 2. Given Nvidia’s experience and strategic partnerships with the leading players in the automotive industry, the company could be able to take a strong position in this area.</p><p>Nvidia’s solutions for infotainment and navigation systems, digital dashboards and advanced driver assistance systems on the basis of the Tegra, are already used by Audi, Mercedes-Benz, Tesla, BMW, Honda and others. As a result, further implementation of the DRIVE platform as a computing system for autonomous vehicles could mean a decent subscription revenue stream from advanced ADAS.</p><p>In addition, the first Grace-based products are expected to hit the market later in the year, thus NVIDIA may be able to impose direct competition on the server processor makers soon. Furthermore, NVIDIA is counting on the development of omniverse. In simple words, it is like a high-tech sandbox in which one can simulate or create anything at all, and this could become a future for manufacturing planning, engineering and a key for cost optimization.</p><p>And aligning it all together - powerful hardware for gaming/training, neural network competencies, omniverse - the circle is closing, providing a perfect combination to perform well in the key markets and drive future revenue growth.</p><h2>Valuation and reversion angle</h2><p>Looking at the valuation, NVDA stock is clearly trading at relatively overvalued levels. In terms of EB/EBITDA and P/E ratios, the company appears to be significantly more expensive than the peer group. At the same time, such a high premium on financial multiples could be generally justified, given Nvidia’s leading position in the GPU market, high profitability, as well as superior growth prospects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66b1ddf670900c26e3a38a16a4ae4cbc\" alt=\"Peer comparison\" title=\"Peer comparison\" tg-width=\"640\" tg-height=\"256\"/><span>Peer comparison</span></p><p style=\"text-align: left;\"></p><p>NVDA is currently trading at a P/E of 80.4x on a TTM basis, which is roughly a 5x premium in comparison with the peer group median of 16.1x. However, the company’s decent growth opportunities should not be ruled out, and I decided to implement them in order to get an idea on the reversion angle. But let’s start with the forecasts.</p><p>I expect Nvidia to book $30.7 billion in revenue for FY2024, which represents a 13.8% YoY growth. In particular, revenue from the Data Center division is forecasted to grow by 15% YoY ($17.3 billion) mainly on the back of hyperscale customers. From the Gaming line, I expect 10% growth, underpinned by the upcoming new offerings in the RTX 4000 lineup, such as 4070 and 4060. The automotive business is the most growth-intensive, in my view (50% growth for FY2024), and I believe that Nvidia has a potential to expand this line by $0.5 billion on annum for the next 5Y period.</p><p>Moving forward, the gross margin is forecasted at 65% in line with a 2.3% decrease in cost of revenue, as last year’s figure included $2.2 billion of inventory charges. With above expectations, we are bringing $11.4 billion to the bottom-line, of EPS of $4.61.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4453d06b46a3491744a86ef8dc5d0dd7\" alt=\"FY2024 expectations\" title=\"FY2024 expectations\" tg-width=\"430\" tg-height=\"258\"/><span>FY2024 expectations</span></p><p style=\"text-align: left;\"></p><p>As a result, the forecasts indicate a 36.2% YoY earnings growth for the year ended Jan 2024, which contras with the overwhelmingly negative growth outlook for completion. This could wipe out almost half of that valuation premium, and bring the P/E ratio down to 57.9x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e085f95019e3f131229edd1b88aed2d\" alt=\"Analysts estimates\" title=\"Analysts estimates\" tg-width=\"531\" tg-height=\"250\"/><span>Analysts estimates</span></p><p style=\"text-align: left;\"></p><p>Looking at the analyst’s estimates above, Nvidia has a significant growth potential of 30% going forward. The last column delineates a prominent downward trend for the P/E, where the reversion angle of 30% growth could further work out the denominator and bring the ratio from 44.5x in FY2025 down to the low 20s.</p><p>I am bullish on NVDA, as in my view, once enterprises start deploying AI applications at scale, the higher margin data center and AI-focused software and services could underpin the aforementioned reversion angle.</p><h2>Risk factors</h2><p>The expectation of further interest rate hikes could keep technology stocks highly volatile. In case the global macro environment continues to deteriorate, we can expect a slower recovery in the semiconductor industry and, hence, a slower recovery in demand for NVIDIA products. In addition, this could hurt the adoption of the company’s new offering, shift the market and trim the company’s competitive position.</p><h2>Conclusion</h2><p>I believe that the current premium valuation of NVDA stock is not sustainable going forward when taking the significant earnings outlook of the company. I will summarize the main future prospect for Nvidia with the following question: What does the rapid development and adoption of AI mean for the company? My answer is that it may be thought of as deja vu, as the AI applications require enormous computing power, meaning that the new cycle of demand for high performance GPUs may yet to start. The previous one was when the mining was hot. In the meantime, progress is clearly evidenced by the ChatGPT 3 evolution from supporting 175 billion parameters, to ChatGPT 4 with up to 1 trillion parameters. The result is, that the data centers could start updating their server’s infrastructure with more powerful GPUs in order to handle more demanding next-generation AI technologies.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Set Up To Ride The Reversion Angle</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\">\nNvidia: Set Up To Ride The Reversion Angle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 19:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4591122-nvidia-stock-set-up-to-ride-the-reversion-angle><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia’s financials results tumbled in the recent quarter, while sequential gross margin improvement is delineated.Prospects appear significant as enterprises initiate the deployment of AI ...</p>\n\n<a href=\"https://seekingalpha.com/article/4591122-nvidia-stock-set-up-to-ride-the-reversion-angle\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4591122-nvidia-stock-set-up-to-ride-the-reversion-angle","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137534154","content_text":"SummaryNvidia’s financials results tumbled in the recent quarter, while sequential gross margin improvement is delineated.Prospects appear significant as enterprises initiate the deployment of AI solutions at scale.The current valuation of NVDA is unsustainable in the future when looking through the prism of a 30% growth reversion angle.Graphics Chip Maker Nvidia Reports Quarterly EarningsAgainst the backdrop of high macro uncertainty, the semiconductor industry as a whole is going through difficult times, which was reflected in Nvidia Corporation's (NASDAQ:NVDA) weak financials and not the most optimistic forecasts. In the meantime, the long-term prospects for the industry look good. With technological progress, the need for GPU-powered solutions could grow exponentially. I am bullish on NVDA stock’s future, as the company is well positioned in the segments that are expected to perform with outpacing growth. I believe that Nvidia is taking a good takeoff run, and once enterprises start deploying AI-applications at scale, the monetization of Nvidia’s new offering may become more prominent due to the significant torque in the higher margin data center and AI-focused software and services.Financials and outlookNVIDIA's revenue in the fourth quarter of fiscal 2023 took a dip by 20.8% YoY to $6.1 billion, due to weak performance of the gaming division, while EPS fell 53% YoY to $0.57. On the positive side, the gross margin recovered to 63.3% (up 9.7 p.p. QoQ), exhibiting an upward pattern. The management’s outlook for the current financial quarter assumes a slight increase in revenue in quarterly terms, while significantly negative annual dynamics. Meanwhile, the company's balance sheet remains strong, which allows to direct significant funds to buyback.Financial resultsGoing forward, the upcoming few quarters are likely to be difficult for Nvidia, in line with the entire semiconductor industry, which is currently experiencing a cyclical slowdown amid heightened macro uncertainty and other risks. Overall, the semi-market is expected to weaken by 4.1% due to the integrated circuits forecasted to drop by 5.6%, while other major categories should exhibit low single-digit growth. At the same time, the long-term prospects for the industry look good. Technological progress in the world remains intact, and the demand for ICs could merely grow. Moving to the point, Nvidia’s advantage lies in its solid position in the segments that are expected to outperform.Emerging prospects for Data centersLet’s start with the data center solutions. Despite the budget constraints, enterprise IT spending is expected to remain solid. However, data center spending is not a bullish area, evidenced by the 0.7% forecasted growth in 2023. In my view, this assumption may not count the generative AI potential, which along with other fast-growing areas such as deep learning and supercomputing could bring some double-digit pattern. The use of GPU’s in the latter areas is becoming more common due to the less efficient x86 CPU-based solutions, and I believe this may augment the enterprise IT system refresh cycle, in order to meet the future computing demand. I will share the following quote from my article on XLK:…cloud computing looks to contribute substantially to the IT sector's performance, as the significant spending on data center systems, we witnessed last year, should provide for a boost in cloud solutions implementation.In addition, hyperscale cloud providers should continue to update and expand their cloud offerings with AI-based solutions in order to compete for superiority in the market. The hype around ChatGPT is prompting a surge in the generative AI market, which indeed is expected to grow at a CAGR of 34.3% in the current decade and could create a sustainable demand for HPC. As a result, the training market and model complexity growth could trigger a new round of infrastructure buildouts by data center providers, and provide for a strong adoption of the NVDA's flagship H100 data center GPU.On the downside, the supply restrictions of HPC processors in China could continue to have a deterrent effect on further revenue growth in the data center business line. However, global demand for these chips is expected to be very strong, and I believe NVDA will be able to offset the losses by diverting supplies to other markets.Sustainable growth from the Gaming SegmentNVIDIA is the leader in the gaming GPU market, where its GeForce series accounts for over 70% of the market. The segment is exhibiting an improving (on sequential basis) pattern with revenue growth up 16% QoQ in the recent quarter due to the strong uptake of the 40-series of RTX GPUs and channel inventory recovery.Moving forward, the revenue of the gaming segment appears to keep on underperforming on a YoY basis in the coming few quarters due to the expensed device refresh cycle. However, I expect demand for the company's GPUs to stabilize beyond, underpinned by the increasing availability of video cards on the market based on the new generation of graphics chips of the GeForce RTX 40 family. Moreover, the new version of DLSS does absolutely amazing things and, in the maximum mode, it can render 7 pixels out of 8, thanks to the efficient combination of powerful hardware with software and neural networks. These 3 pillars, in my view, provide for more sustainable revenue growth in the gaming segment, following the sunset of the crypto-induced volatility in volumes.Next-level of Self-drivingAnother potential growth story could be the autonomous vehicle segment. Although the market is at the nascent stage, it has a stellar prospect, where a number of IT corporations and auto giants have already presented prototypes of self-driving vehicles. The DRIVE Thor seems to me as a small revolution, with the ability to reach the 5-th level of self-driving capabilities. For reference, Tesla’s (TSLA) self-driving feature remains at level 2. Given Nvidia’s experience and strategic partnerships with the leading players in the automotive industry, the company could be able to take a strong position in this area.Nvidia’s solutions for infotainment and navigation systems, digital dashboards and advanced driver assistance systems on the basis of the Tegra, are already used by Audi, Mercedes-Benz, Tesla, BMW, Honda and others. As a result, further implementation of the DRIVE platform as a computing system for autonomous vehicles could mean a decent subscription revenue stream from advanced ADAS.In addition, the first Grace-based products are expected to hit the market later in the year, thus NVIDIA may be able to impose direct competition on the server processor makers soon. Furthermore, NVIDIA is counting on the development of omniverse. In simple words, it is like a high-tech sandbox in which one can simulate or create anything at all, and this could become a future for manufacturing planning, engineering and a key for cost optimization.And aligning it all together - powerful hardware for gaming/training, neural network competencies, omniverse - the circle is closing, providing a perfect combination to perform well in the key markets and drive future revenue growth.Valuation and reversion angleLooking at the valuation, NVDA stock is clearly trading at relatively overvalued levels. In terms of EB/EBITDA and P/E ratios, the company appears to be significantly more expensive than the peer group. At the same time, such a high premium on financial multiples could be generally justified, given Nvidia’s leading position in the GPU market, high profitability, as well as superior growth prospects.Peer comparisonNVDA is currently trading at a P/E of 80.4x on a TTM basis, which is roughly a 5x premium in comparison with the peer group median of 16.1x. However, the company’s decent growth opportunities should not be ruled out, and I decided to implement them in order to get an idea on the reversion angle. But let’s start with the forecasts.I expect Nvidia to book $30.7 billion in revenue for FY2024, which represents a 13.8% YoY growth. In particular, revenue from the Data Center division is forecasted to grow by 15% YoY ($17.3 billion) mainly on the back of hyperscale customers. From the Gaming line, I expect 10% growth, underpinned by the upcoming new offerings in the RTX 4000 lineup, such as 4070 and 4060. The automotive business is the most growth-intensive, in my view (50% growth for FY2024), and I believe that Nvidia has a potential to expand this line by $0.5 billion on annum for the next 5Y period.Moving forward, the gross margin is forecasted at 65% in line with a 2.3% decrease in cost of revenue, as last year’s figure included $2.2 billion of inventory charges. With above expectations, we are bringing $11.4 billion to the bottom-line, of EPS of $4.61.FY2024 expectationsAs a result, the forecasts indicate a 36.2% YoY earnings growth for the year ended Jan 2024, which contras with the overwhelmingly negative growth outlook for completion. This could wipe out almost half of that valuation premium, and bring the P/E ratio down to 57.9x.Analysts estimatesLooking at the analyst’s estimates above, Nvidia has a significant growth potential of 30% going forward. The last column delineates a prominent downward trend for the P/E, where the reversion angle of 30% growth could further work out the denominator and bring the ratio from 44.5x in FY2025 down to the low 20s.I am bullish on NVDA, as in my view, once enterprises start deploying AI applications at scale, the higher margin data center and AI-focused software and services could underpin the aforementioned reversion angle.Risk factorsThe expectation of further interest rate hikes could keep technology stocks highly volatile. In case the global macro environment continues to deteriorate, we can expect a slower recovery in the semiconductor industry and, hence, a slower recovery in demand for NVIDIA products. In addition, this could hurt the adoption of the company’s new offering, shift the market and trim the company’s competitive position.ConclusionI believe that the current premium valuation of NVDA stock is not sustainable going forward when taking the significant earnings outlook of the company. I will summarize the main future prospect for Nvidia with the following question: What does the rapid development and adoption of AI mean for the company? My answer is that it may be thought of as deja vu, as the AI applications require enormous computing power, meaning that the new cycle of demand for high performance GPUs may yet to start. The previous one was when the mining was hot. In the meantime, progress is clearly evidenced by the ChatGPT 3 evolution from supporting 175 billion parameters, to ChatGPT 4 with up to 1 trillion parameters. The result is, that the data centers could start updating their server’s infrastructure with more powerful GPUs in order to handle more demanding next-generation AI technologies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941607792,"gmtCreate":1680177902816,"gmtModify":1680177906321,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941607792","repostId":"1103220627","repostType":2,"repost":{"id":"1103220627","pubTimestamp":1680177497,"share":"https://www.laohu8.com/m/news/1103220627?lang=&edition=full","pubTime":"2023-03-30 19:58","market":"us","language":"en","title":"Alibaba: Another Confirmation That The Business Is Undervalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1103220627","media":"Seekingalpha","summary":"SummaryThe division of the E-Commerce giant is lifting the grim sentiment around the company, and a ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>The division of the E-Commerce giant is lifting the grim sentiment around the company, and a new chapter of Jack Ma&#39;s empire is beginning.</p></li><li><p>Alibaba meets the requirements of a wonderful business. Despite the uncertainties associated with an investment in a Chinese company, the reward may significantly outweigh the risk.</p></li><li><p>The calculated intrinsic value of BABA shows that the company is severely undervalued which aligns with the valuations presented in previous articles.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/355b9a1bd3bbb06e6f871a7892f9e8db\" alt=\"CeBIT 2015 Technology Trade Fair\" title=\"CeBIT 2015 Technology Trade Fair\" tg-width=\"750\" tg-height=\"500\"/><span>CeBIT 2015 Technology Trade Fair</span></p><h2>Introduction</h2><p>Alibaba (NYSE:BABA) strikes with news that has shaken the investment communities. On March, 28 the company announced a new organizational structure to make its businesses more responsive to market changes and promote innovation. The plan involves creating six major business groups, each with its own CEO and board of directors. The groups are Cloud Intelligence, Taobao Tmall, Local Services, Global Digital Business, Cainiao Smart Logistics, and Digital Media and Entertainment. These groups will have the flexibility to raise outside capital and potentially pursue their own IPOs, except for Taobao Tmall, which will remain wholly owned by Alibaba Group.</p><p>The stock was volatile since the announcement while investors are revaluing the business and the impact of the split. Valuation of the Alibaba business was always a part of previous articles on the company. Only then one can assess when it&#39;s time to acquire a business or a part of it to meet his own required return on investment. This article will focus on individual business segments and their valuation. As stated in previous articles, Alibaba meets the requirements of a wonderful business. Despite the uncertainties associated with an investment in a Chinese company, the reward may significantly outweigh the risk.</p><p>The aim of this analysis is to look briefly at each segment and its most recent quarterly performance one by one. Having an overview of all the parts, a valuation can be performed which will give the reader an intrinsic value of the business, based on the applied assumptions.</p><h2>Cloud Intelligence Group</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8c425c8c15e94dc8c05f3fb73749de8\" alt=\"Alibaba Cloud Intelligence\" title=\"Alibaba Cloud Intelligence\" tg-width=\"640\" tg-height=\"52\"/><span>Alibaba Cloud Intelligence</span></p><p style=\"text-align: left;\"><strong>Cloud Intelligence (Alibaba)</strong></p><p></p><p>Cloud segment: <em>Alibaba Cloud</em> and <em>DingTalk</em>. Alibaba is considered the biggest infrastructure-as-a-service provider in the Asia Pacific and the third largest in the world by revenue. In addition, the company is the biggest provider of public cloud services in China. <em>Alibaba Cloud</em> offers various cloud services, including servers, computing, storage, network, security, database, and IoT services. They use these services to provide their customers with industry-specific solutions for better decision-making and operations. They also offer <em>DingTalk&#39;s</em> solutions to their enterprise customers to improve work collaboration and access big data analytics and AI capabilities. <em>DingTalk</em> is a digital collaboration platform that provides new ways for enterprises and organizations to work together.</p><p><em>Alibaba&#39;s Cloud</em> segment revenue in Q4 2022 was RMB20,179 million ($2,925 million), a 3% increase from the previous year. The increase was mainly due to strong growth in public cloud revenue, although hybrid cloud revenue declined. Non-Internet industries, such as financial services, education, and automobiles, contributed 53% of overall <em>Cloud</em> revenue and grew by 9% year-over-year. However, revenue from customers in the Internet industry declined by 4% due to reduced demand from a top customer for overseas cloud services, which was partially offset by growing demand from other customers in China&#39;s Internet industry.</p><h2>Taobao Tmall Business Group</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a62f2851dc308b67c2e5693abdcd0f5\" alt=\"Alibaba China Commerce\" title=\"Alibaba China Commerce\" tg-width=\"640\" tg-height=\"339\"/><span>Alibaba China Commerce</span></p><p style=\"text-align: left;\"><strong>Taobao Tmall Business Group (Alibaba)</strong></p><p></p><p>Alibaba&#39;s Taobao Tmall Business Group, currently known as China Commerce retail businesses primarily include <em>Taobao</em> and <em>Tmall</em>, which together constitute the world&#39;s largest digital retail business in terms of GMV as of March 31, 2022. Additionally, <em>Taobao Deals</em> offers consumers value-for-money products, <em>Taocaicai</em> provides next-day pick-up services for groceries and fresh goods at neighborhood pick-up points, and the company&#39;s direct sales businesses offer upgraded consumer experiences with integrated online and offline capabilities, including <em>Tmall Supermarket</em>, <em>Freshippo</em>, and <em>Sun Art</em>. In FY 2022 Alibaba generated approximately 67% of its revenue from its retail commerce business in China. The company has also developed a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline capabilities for its marketplaces and direct sales businesses. Furthermore, <em>1688.com</em>, China&#39;s largest integrated domestic wholesale marketplace in 2021 by net revenue, connects wholesale buyers and sellers across a wide range of categories.</p><p>The revenue from the China Commerce retail business in the fourth quarter of 2022 was RMB165,765 million ($24,034 million), a 1% decrease from the same quarter in 2021. Flat revenue was mainly due to the soft consumer demand and ongoing competition, resulting in a mid-single-digit decline of online physical goods GMV generated on <em>Taobao</em> and <em>Tmall</em>. Segments that experienced significant growth were <em>Freshippo</em> and <em>Alibaba</em> <em>Health</em>. The revenue from the China commerce wholesale business in the same quarter was RMB4,221 million ($612 million), remaining stable compared to the same quarter in 2021.</p><h2>Local Services</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/826762242c8adad839bb816538503824\" alt=\"Alibaba Local Consumer Services\" title=\"Alibaba Local Consumer Services\" tg-width=\"640\" tg-height=\"423\"/><span>Alibaba Local Consumer Services</span></p><p style=\"text-align: left;\"><strong>Local Consumer Services (Alibaba)</strong></p><p></p><p>The company utilizes online and mobile technology to improve consumer services in two distinct scenarios: &#34;To-Home&#34; and &#34;To-Destination&#34;. The &#34;To-Home&#34; businesses, such as <em>Ele.me</em> and <em>Taoxianda</em>, allow consumers to access merchant services from home, including food and beverage delivery, groceries, and pharmaceutical products. The &#34;To-Destination&#34; businesses, including <em>Amap</em>, <em>Fliggy</em>, and <em>Koubei</em>, provide consumers with convenient access to quality services at their destinations, such as navigation, travel services, and local services. These services offer targeted marketing solutions, digital operation capabilities, and analytics tools to merchants while providing consumers with easy access to quality services.</p><p>In the last quarter Alibaba&#39;s revenue from Local Consumer Services, was RMB13,164 million ($1,909 million), showing a 6% increase compared to RMB12,466 million in the same quarter of 2021. The increase was primarily due to positive growth in GMV of the &#34;To-Home&#34; business driven by a higher average order value of <em>Ele.me</em>.</p><h2>Global Digital Business Group</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1adfa4b3f4006d85489dc532f15a38f\" alt=\"Alibaba Global Digital Business Group\" title=\"Alibaba Global Digital Business Group\" tg-width=\"640\" tg-height=\"338\"/><span>Alibaba Global Digital Business Group</span></p><p style=\"text-align: left;\"><strong>Global Digital Business Group (Alibaba)</strong></p><p></p><p>Alibaba&#39;s future Global Digital Business Group operates both retail and wholesale businesses to connect buyers and sellers across the globe. The International Commerce Retail businesses include <em>Lazada</em>, <em>AliExpress</em>, <em>Trendyol</em>, and <em>Daraz</em>. <em>Lazada</em> is a fast-growing e-commerce platform in Southeast Asia that provides access to a wide range of products. It also operates a reliable logistics network for its consumers and merchants. <em>AliExpress</em> enables global consumers to purchase directly from manufacturers and distributors around the world. <em>Trendyol</em> is a leading e-commerce platform in Turkey that offers a broad selection of products and services, including instant delivery services for food and groceries, leveraging its product sourcing capabilities and supply chain advantages in Turkey. <em>Daraz</em> is a leading e-commerce platform across South Asia, with key markets in Pakistan and Bangladesh. Besides that, the International Commerce Wholesale business operates <em>Alibaba.com</em>, China&#39;s largest integrated international online wholesale marketplace, connecting buyers and sellers across more than 190 countries in the fiscal year 2022.</p><p>International Commerce Retail business experienced strong growth in the quarter that ended December 31, 2022, with revenue increasing by 26% year-over-year to RMB14,644 million ($2,123 million). This growth was primarily driven by an increase in revenue contributed by <em>Trendyol</em>. On the other hand, revenue from the International Commerce Wholesale business remained stable at RMB4,821 million ($699 million) compared to the same quarter in 2021.</p><h2>Cainiao Smart Logistics</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4f9271a82f71afeb0bc2b44953f42f\" alt=\"Alibaba Cainiao Smart Logistics\" title=\"Alibaba Cainiao Smart Logistics\" tg-width=\"640\" tg-height=\"104\"/><span>Alibaba Cainiao Smart Logistics</span></p><p style=\"text-align: left;\"><strong>Cainiao Smart Logistics (Alibaba)</strong></p><p></p><p><em>Cainiao</em> provides one-stop-shop logistics services and supply chain management solutions to merchants and consumers using its self-developed logistics capacities and capabilities. It also digitizes the entire logistics process using data insights and technology to enhance consumer experience and efficiency. For consumers, it offers parcel pick-up services through <em>Cainiao Post</em>, a network of neighborhood, campus, and rural village stations, and residential self-pick-up lockers. For merchants, <em>Cainiao</em> offers customized fulfillment solutions through its provincial, city, and county-level fulfillment network in China. Besides that, <em>Cainiao</em> supports merchants on cross-border and international commerce retail platforms globally, such as <em>AliExpress</em>, <em>Tmall</em> <em>Global</em>, and <em>Lazada</em>.</p><p>In Q4 2022, Cainiao&#39;s revenue from domestic and international logistics services and supply chain management solutions was RMB16,553 million ($2,400 million), up 27% from the same period last year. The increase was mainly due to improvements in domestic consumer logistics services and international fulfillment solutions. Total revenue generated by Cainiao, including services provided to other Alibaba businesses, was RMB23,023 million ($3,338 million), up 17% from the same period last year.</p><h2>Digital Media and Entertainment Group</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37651ec75dfaac32e7e20db2e88d84bd\" alt=\"Alibaba Digital Media and Entertainment Group\" title=\"Alibaba Digital Media and Entertainment Group\" tg-width=\"640\" tg-height=\"421\"/><span>Alibaba Digital Media and Entertainment Group</span></p><p style=\"text-align: left;\"><strong>Digital Media and Entertainment Group (Alibaba)</strong></p><p></p><p>Our digital media and entertainment segment complements our commerce businesses by leveraging the insights gained from our proprietary data technology to deliver relevant content to consumers. <em>Youku</em> and <em>Quark</em> are key platforms for digital media and entertainment content distribution, while <em>Alibaba Pictures</em> offers an integrated platform for content production, promotion, and distribution. Our other platforms, including newsfeed and literature platforms, allow users to discover and consume content and interact with each other. We also develop, operate, and distribute mobile games through Lingxi Games.</p><p>In Q4 2022, Digital Media and Entertainment segment revenue was RMB7,586 million ($1,100 million), representing a 6% decrease from the same quarter in 2021. The decline in revenue was mainly due to a decrease in revenue from <em>Alibaba Pictures</em>.</p><h2>Ant Group</h2><p>Ant Group is a financial technology company 1/3 of which is owned by Alibaba. The company operates Alipay, a mobile and online payment platform with over a billion users in China. In addition to payments, Ant Group also offers a range of financial services, including wealth management, micro-lending, insurance, and credit scoring.</p><p>Ant Group was set to have the world&#39;s largest initial public offering (IPO) in history in November 2020, with a valuation of over $300 billion. However, the IPO was suspended by Chinese regulators, citing concerns about Ant Group&#39;s regulatory compliance and corporate governance. Since then, Ant Group has been working to address regulatory issues and has been restructuring its business.</p><p>In March 2022 Ant Group was valued at $180 billion by Warburg Pincus, which is substantially lower than before the suspended IPO.</p><h2>Alibaba Business Groups&#39; Valuation</h2><p>Valuation of the Alibaba business groups was done based on their revenues and estimated growth for FY2023. Revenue-based valuation is not the most accurate one and the margin of error is relatively big. Unfortunately, all the groups except for Taobao Tmall Business and Cloud Intelligence are currently unprofitable on an EBITA basis. That&#39;s why a revenue-based valuation seemed to be the most reasonable when assessing each business group separately. The following estimates were made:</p><ol><li><p>Growth for FY 2023 equals growth for nine months ended as stated in the most recent Q3 quarterly report.</p></li><li><p>Business groups with the highest expected growth were assigned a 5-year average Price-to-Sales (P/S) ratio of 6.62.</p></li><li><p>Taobao Tmall Business was valued at half of Amazon&#39;s (AMZN) 5-year average P/S Ratio.</p></li><li><p>Local Services and Digital Media and Entertainment received 5-year average P/S ratios of Uber (UBER) and Bilibili (BILI) respectively.</p></li></ol><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d010f05440dc6bb21f5c9339d92f263\" alt=\"Alibaba Valuation\" title=\"Alibaba Valuation\" tg-width=\"640\" tg-height=\"150\"/><span>Alibaba Valuation</span></p><p style=\"text-align: left;\"><strong>Alibaba Business Segments Valuation (Author - Data from Alibaba)</strong></p><p></p><p>The suggested value of all business groups combined totals $450.63 billion. Assuming that Ant Group is worth $180.0 billion and Alibaba owns 1/3 of it, an additional $60.0 billion has to be added. This results in $510.63 billion. As mentioned previously, due to the higher possible error than in discounted earnings models, an appropriate margin of safety of 25% should be applied.</p><p>The final value of Alibaba Group calculated as a sum of individual parts equals $382.97 billion which translates to <strong>$143.5</strong> a share. This number shows that the company is severely undervalued which aligns with valuations presented in previous articles.</p><h2>Conclusion</h2><p>Alibaba&#39;s structure has expanded over the years. Many new pieces were added as the market demand for new products and services was growing. Now it might be a great time to let the separate business groups be run by their own CEOs and to give them more independence. The company became highly diversified and it has massively increased in size. This also might be the main reason why the business is being split. Regardless of the reasons, this solution is lifting the grim sentiment around the company and a new chapter of Jack Ma&#39;s empire is beginning.</p><p>Alibaba has positioned itself extremely well by expanding into areas such as cloud computing, digital payments, and logistics. In addition to its main e-commerce business, these segments have become growth drivers providing additional revenue streams for the company, and soon as separate entities.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Another Confirmation That The Business Is Undervalued</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: Another Confirmation That The Business Is Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 19:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4591173-alibaba-baba-stock-business-undervalued><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe division of the E-Commerce giant is lifting the grim sentiment around the company, and a new chapter of Jack Ma's empire is beginning.Alibaba meets the requirements of a wonderful business....</p>\n\n<a href=\"https://seekingalpha.com/article/4591173-alibaba-baba-stock-business-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4591173-alibaba-baba-stock-business-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1103220627","content_text":"SummaryThe division of the E-Commerce giant is lifting the grim sentiment around the company, and a new chapter of Jack Ma's empire is beginning.Alibaba meets the requirements of a wonderful business. Despite the uncertainties associated with an investment in a Chinese company, the reward may significantly outweigh the risk.The calculated intrinsic value of BABA shows that the company is severely undervalued which aligns with the valuations presented in previous articles.CeBIT 2015 Technology Trade FairIntroductionAlibaba (NYSE:BABA) strikes with news that has shaken the investment communities. On March, 28 the company announced a new organizational structure to make its businesses more responsive to market changes and promote innovation. The plan involves creating six major business groups, each with its own CEO and board of directors. The groups are Cloud Intelligence, Taobao Tmall, Local Services, Global Digital Business, Cainiao Smart Logistics, and Digital Media and Entertainment. These groups will have the flexibility to raise outside capital and potentially pursue their own IPOs, except for Taobao Tmall, which will remain wholly owned by Alibaba Group.The stock was volatile since the announcement while investors are revaluing the business and the impact of the split. Valuation of the Alibaba business was always a part of previous articles on the company. Only then one can assess when it's time to acquire a business or a part of it to meet his own required return on investment. This article will focus on individual business segments and their valuation. As stated in previous articles, Alibaba meets the requirements of a wonderful business. Despite the uncertainties associated with an investment in a Chinese company, the reward may significantly outweigh the risk.The aim of this analysis is to look briefly at each segment and its most recent quarterly performance one by one. Having an overview of all the parts, a valuation can be performed which will give the reader an intrinsic value of the business, based on the applied assumptions.Cloud Intelligence GroupAlibaba Cloud IntelligenceCloud Intelligence (Alibaba)Cloud segment: Alibaba Cloud and DingTalk. Alibaba is considered the biggest infrastructure-as-a-service provider in the Asia Pacific and the third largest in the world by revenue. In addition, the company is the biggest provider of public cloud services in China. Alibaba Cloud offers various cloud services, including servers, computing, storage, network, security, database, and IoT services. They use these services to provide their customers with industry-specific solutions for better decision-making and operations. They also offer DingTalk's solutions to their enterprise customers to improve work collaboration and access big data analytics and AI capabilities. DingTalk is a digital collaboration platform that provides new ways for enterprises and organizations to work together.Alibaba's Cloud segment revenue in Q4 2022 was RMB20,179 million ($2,925 million), a 3% increase from the previous year. The increase was mainly due to strong growth in public cloud revenue, although hybrid cloud revenue declined. Non-Internet industries, such as financial services, education, and automobiles, contributed 53% of overall Cloud revenue and grew by 9% year-over-year. However, revenue from customers in the Internet industry declined by 4% due to reduced demand from a top customer for overseas cloud services, which was partially offset by growing demand from other customers in China's Internet industry.Taobao Tmall Business GroupAlibaba China CommerceTaobao Tmall Business Group (Alibaba)Alibaba's Taobao Tmall Business Group, currently known as China Commerce retail businesses primarily include Taobao and Tmall, which together constitute the world's largest digital retail business in terms of GMV as of March 31, 2022. Additionally, Taobao Deals offers consumers value-for-money products, Taocaicai provides next-day pick-up services for groceries and fresh goods at neighborhood pick-up points, and the company's direct sales businesses offer upgraded consumer experiences with integrated online and offline capabilities, including Tmall Supermarket, Freshippo, and Sun Art. In FY 2022 Alibaba generated approximately 67% of its revenue from its retail commerce business in China. The company has also developed a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline capabilities for its marketplaces and direct sales businesses. Furthermore, 1688.com, China's largest integrated domestic wholesale marketplace in 2021 by net revenue, connects wholesale buyers and sellers across a wide range of categories.The revenue from the China Commerce retail business in the fourth quarter of 2022 was RMB165,765 million ($24,034 million), a 1% decrease from the same quarter in 2021. Flat revenue was mainly due to the soft consumer demand and ongoing competition, resulting in a mid-single-digit decline of online physical goods GMV generated on Taobao and Tmall. Segments that experienced significant growth were Freshippo and Alibaba Health. The revenue from the China commerce wholesale business in the same quarter was RMB4,221 million ($612 million), remaining stable compared to the same quarter in 2021.Local ServicesAlibaba Local Consumer ServicesLocal Consumer Services (Alibaba)The company utilizes online and mobile technology to improve consumer services in two distinct scenarios: \"To-Home\" and \"To-Destination\". The \"To-Home\" businesses, such as Ele.me and Taoxianda, allow consumers to access merchant services from home, including food and beverage delivery, groceries, and pharmaceutical products. The \"To-Destination\" businesses, including Amap, Fliggy, and Koubei, provide consumers with convenient access to quality services at their destinations, such as navigation, travel services, and local services. These services offer targeted marketing solutions, digital operation capabilities, and analytics tools to merchants while providing consumers with easy access to quality services.In the last quarter Alibaba's revenue from Local Consumer Services, was RMB13,164 million ($1,909 million), showing a 6% increase compared to RMB12,466 million in the same quarter of 2021. The increase was primarily due to positive growth in GMV of the \"To-Home\" business driven by a higher average order value of Ele.me.Global Digital Business GroupAlibaba Global Digital Business GroupGlobal Digital Business Group (Alibaba)Alibaba's future Global Digital Business Group operates both retail and wholesale businesses to connect buyers and sellers across the globe. The International Commerce Retail businesses include Lazada, AliExpress, Trendyol, and Daraz. Lazada is a fast-growing e-commerce platform in Southeast Asia that provides access to a wide range of products. It also operates a reliable logistics network for its consumers and merchants. AliExpress enables global consumers to purchase directly from manufacturers and distributors around the world. Trendyol is a leading e-commerce platform in Turkey that offers a broad selection of products and services, including instant delivery services for food and groceries, leveraging its product sourcing capabilities and supply chain advantages in Turkey. Daraz is a leading e-commerce platform across South Asia, with key markets in Pakistan and Bangladesh. Besides that, the International Commerce Wholesale business operates Alibaba.com, China's largest integrated international online wholesale marketplace, connecting buyers and sellers across more than 190 countries in the fiscal year 2022.International Commerce Retail business experienced strong growth in the quarter that ended December 31, 2022, with revenue increasing by 26% year-over-year to RMB14,644 million ($2,123 million). This growth was primarily driven by an increase in revenue contributed by Trendyol. On the other hand, revenue from the International Commerce Wholesale business remained stable at RMB4,821 million ($699 million) compared to the same quarter in 2021.Cainiao Smart LogisticsAlibaba Cainiao Smart LogisticsCainiao Smart Logistics (Alibaba)Cainiao provides one-stop-shop logistics services and supply chain management solutions to merchants and consumers using its self-developed logistics capacities and capabilities. It also digitizes the entire logistics process using data insights and technology to enhance consumer experience and efficiency. For consumers, it offers parcel pick-up services through Cainiao Post, a network of neighborhood, campus, and rural village stations, and residential self-pick-up lockers. For merchants, Cainiao offers customized fulfillment solutions through its provincial, city, and county-level fulfillment network in China. Besides that, Cainiao supports merchants on cross-border and international commerce retail platforms globally, such as AliExpress, Tmall Global, and Lazada.In Q4 2022, Cainiao's revenue from domestic and international logistics services and supply chain management solutions was RMB16,553 million ($2,400 million), up 27% from the same period last year. The increase was mainly due to improvements in domestic consumer logistics services and international fulfillment solutions. Total revenue generated by Cainiao, including services provided to other Alibaba businesses, was RMB23,023 million ($3,338 million), up 17% from the same period last year.Digital Media and Entertainment GroupAlibaba Digital Media and Entertainment GroupDigital Media and Entertainment Group (Alibaba)Our digital media and entertainment segment complements our commerce businesses by leveraging the insights gained from our proprietary data technology to deliver relevant content to consumers. Youku and Quark are key platforms for digital media and entertainment content distribution, while Alibaba Pictures offers an integrated platform for content production, promotion, and distribution. Our other platforms, including newsfeed and literature platforms, allow users to discover and consume content and interact with each other. We also develop, operate, and distribute mobile games through Lingxi Games.In Q4 2022, Digital Media and Entertainment segment revenue was RMB7,586 million ($1,100 million), representing a 6% decrease from the same quarter in 2021. The decline in revenue was mainly due to a decrease in revenue from Alibaba Pictures.Ant GroupAnt Group is a financial technology company 1/3 of which is owned by Alibaba. The company operates Alipay, a mobile and online payment platform with over a billion users in China. In addition to payments, Ant Group also offers a range of financial services, including wealth management, micro-lending, insurance, and credit scoring.Ant Group was set to have the world's largest initial public offering (IPO) in history in November 2020, with a valuation of over $300 billion. However, the IPO was suspended by Chinese regulators, citing concerns about Ant Group's regulatory compliance and corporate governance. Since then, Ant Group has been working to address regulatory issues and has been restructuring its business.In March 2022 Ant Group was valued at $180 billion by Warburg Pincus, which is substantially lower than before the suspended IPO.Alibaba Business Groups' ValuationValuation of the Alibaba business groups was done based on their revenues and estimated growth for FY2023. Revenue-based valuation is not the most accurate one and the margin of error is relatively big. Unfortunately, all the groups except for Taobao Tmall Business and Cloud Intelligence are currently unprofitable on an EBITA basis. That's why a revenue-based valuation seemed to be the most reasonable when assessing each business group separately. The following estimates were made:Growth for FY 2023 equals growth for nine months ended as stated in the most recent Q3 quarterly report.Business groups with the highest expected growth were assigned a 5-year average Price-to-Sales (P/S) ratio of 6.62.Taobao Tmall Business was valued at half of Amazon's (AMZN) 5-year average P/S Ratio.Local Services and Digital Media and Entertainment received 5-year average P/S ratios of Uber (UBER) and Bilibili (BILI) respectively.Alibaba ValuationAlibaba Business Segments Valuation (Author - Data from Alibaba)The suggested value of all business groups combined totals $450.63 billion. Assuming that Ant Group is worth $180.0 billion and Alibaba owns 1/3 of it, an additional $60.0 billion has to be added. This results in $510.63 billion. As mentioned previously, due to the higher possible error than in discounted earnings models, an appropriate margin of safety of 25% should be applied.The final value of Alibaba Group calculated as a sum of individual parts equals $382.97 billion which translates to $143.5 a share. This number shows that the company is severely undervalued which aligns with valuations presented in previous articles.ConclusionAlibaba's structure has expanded over the years. Many new pieces were added as the market demand for new products and services was growing. Now it might be a great time to let the separate business groups be run by their own CEOs and to give them more independence. The company became highly diversified and it has massively increased in size. This also might be the main reason why the business is being split. Regardless of the reasons, this solution is lifting the grim sentiment around the company and a new chapter of Jack Ma's empire is beginning.Alibaba has positioned itself extremely well by expanding into areas such as cloud computing, digital payments, and logistics. In addition to its main e-commerce business, these segments have become growth drivers providing additional revenue streams for the company, and soon as separate entities.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941607483,"gmtCreate":1680177892242,"gmtModify":1680177895721,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941607483","repostId":"1168819800","repostType":2,"repost":{"id":"1168819800","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680174324,"share":"https://www.laohu8.com/m/news/1168819800?lang=&edition=full","pubTime":"2023-03-30 19:05","market":"hk","language":"en","title":"Alibaba's 3-Year Timeline: From Ant Group's Planned IPO to Its Restructuring Plan; Can Its Stock Price Double From Now on?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168819800","media":"Tiger Newspress","summary":"In the past 3 years, Alibaba experienced Ant Group's IPO suspension, the antitrust fine and the deli","content":"<html><head></head><body><p>In the past 3 years, Alibaba experienced Ant Group&#39;s IPO suspension, the antitrust fine and the delisting threats, but with Jack Ma’s returning to China and the company’s restructuring plan, the stock price already rose over 13% so far in 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e447d1bed7a140a584934eb62b2c522\" tg-width=\"1389\" tg-height=\"970\"/></p><p>Here are Alibaba’s 3-year timeline and the analyst’s view of its stock price.</p><h2>July 20, 2020</h2><p>Ant Group Co., which owns the popular mobile-payments network Alipay, said it is planning initial public offerings in Hong Kong and Shanghai, bypassing New York as it seeks to accelerate its growth in China and abroad.</p><p>The company was founded by billionaire Jack Ma and is one of the world’s most valuable startups, said it is targeting concurrent listings on China’s year-old, Nasdaq-like STAR market for homegrown technology companies and Hong Kong’s stock exchange.</p><h2>November 3, 2020</h2><p>Ant Group’s record $34.5 billion IPO in Shanghai and Hong Kong has been suspended. The Shanghai Stock Exchange referred to that meeting in explaining why it has suspended the IPO.</p><p>It said Ant has reported significant issues such as the changes in the financial technology regulatory environment, these issues may result in the company not meeting the conditions for listing or meeting the information disclosure requirements.</p><h2>April 10, 2021</h2><p>China slapped a record $2.8 billion fine on Alibaba after an anti-monopoly probe found it abused its market dominance, as Beijing clamps down on its internet giants.</p><p>The 18.2 billion yuan penalty is triple the previous high of almost $1 billion that U.S. chipmaker Qualcomm had to pay in 2015 and was based on 4% of Alibaba’s 2019 domestic revenue, according to China’s antitrust watchdog. The company will also have to initiate “comprehensive rectifications,” from protecting merchants and customers to strengthening internal controls, the agency said in a statement.</p><h2>May 13, 2021</h2><p>Alibaba posted its first operating loss as a public company in its fiscal fourth quarter as a massive antitrust fine it received last month weighed on its earnings.</p><p>It swung to a net loss in the March quarter of 5.47 billion yuan. The market had expected a net profit of 6.95 billion yuan, according to Refinitiv estimates.</p><h2>July 29, 2022</h2><p>Alibaba became the latest company to be added to the U.S. Securities and Exchange Commission&#39;s list of Chinese companies that might be delisted.</p><p>It is among more than 270 Chinese companies listed in New York identified as being at risk of delisting under the Holding Foreign Companies Accountable Act (HFCAA), intended to address a long-running dispute over the auditing compliance of U.S.-listed Chinese firms.</p><h2>December 15, 2022</h2><p>PCAOB announced that it was able to secure complete access to inspect and investigate audit firms in the People’s Republic of China (PRC) for the first time in history, and released the 2022 HFCAA Determination Report.</p><p>Its announcement marks a step forward in potentially resolving regulatory differences between the United States and China, and effectively resets the three-year compliance clock to prevent the possible and immediate delisting of over 200 China-based public companies from the U.S. stock exchanges pursuant to the Holding Foreign Companies Accountable Act (HFCAA).</p><h2>January 7, 2023</h2><p>Ant Group said in a statement on Saturday it was adjusting its ownership structure so that no shareholder, alone or jointly with other parties, will have control over the company.</p><p>Jack Ma indirectly controlled 53.46% of Ant Group’s shares, making him the company’s “control person”. But now he will hold just 6.2% of the voting rights following the adjustment, according to the information in the statement, which means that he will cede control of it.</p><h2>March 27, 2023</h2><p>Jack Ma made a rare public appearance in China two years after first disappearing from public view. </p><p>He visited the Yungu School in his hometown of Hangzhou in east China. The private school caters to students from kindergarten to high school.</p><h2>March 28, 2023</h2><p>Alibaba will split its company into six business groups, each with the ability to raise outside funding and go public, in the most significant reorganization in the Chinese e-commerce giant’s history.</p><p>Each business group will be managed by its own CEO and board of directors.</p><p>It said in a statement that the move is “designed to unlock shareholder value and foster market competitiveness.”</p><p><strong>JPMorgan Believed Alibaba’s Share Can Double After Its Restructuring Plan</strong></p><p>JPMorgan analyst Alex Yao believed Alibaba’s reorganization could bring about more significant implications to business fundamentals and share price over the mid-to-longer term, and expected positive share price reaction to the reorganization announcement and the sum-of-the-parts (SOTP) valuation analysis indicated a US$210/HK$205 value per share as a blue sky scenario.</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>Alibaba's 3-Year Timeline: From Ant Group's Planned IPO to Its Restructuring Plan; Can Its Stock Price Double From Now on?</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's 3-Year Timeline: From Ant Group's Planned IPO to Its Restructuring Plan; Can Its Stock Price Double From Now on?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-30 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In the past 3 years, Alibaba experienced Ant Group&#39;s IPO suspension, the antitrust fine and the delisting threats, but with Jack Ma’s returning to China and the company’s restructuring plan, the stock price already rose over 13% so far in 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e447d1bed7a140a584934eb62b2c522\" tg-width=\"1389\" tg-height=\"970\"/></p><p>Here are Alibaba’s 3-year timeline and the analyst’s view of its stock price.</p><h2>July 20, 2020</h2><p>Ant Group Co., which owns the popular mobile-payments network Alipay, said it is planning initial public offerings in Hong Kong and Shanghai, bypassing New York as it seeks to accelerate its growth in China and abroad.</p><p>The company was founded by billionaire Jack Ma and is one of the world’s most valuable startups, said it is targeting concurrent listings on China’s year-old, Nasdaq-like STAR market for homegrown technology companies and Hong Kong’s stock exchange.</p><h2>November 3, 2020</h2><p>Ant Group’s record $34.5 billion IPO in Shanghai and Hong Kong has been suspended. The Shanghai Stock Exchange referred to that meeting in explaining why it has suspended the IPO.</p><p>It said Ant has reported significant issues such as the changes in the financial technology regulatory environment, these issues may result in the company not meeting the conditions for listing or meeting the information disclosure requirements.</p><h2>April 10, 2021</h2><p>China slapped a record $2.8 billion fine on Alibaba after an anti-monopoly probe found it abused its market dominance, as Beijing clamps down on its internet giants.</p><p>The 18.2 billion yuan penalty is triple the previous high of almost $1 billion that U.S. chipmaker Qualcomm had to pay in 2015 and was based on 4% of Alibaba’s 2019 domestic revenue, according to China’s antitrust watchdog. The company will also have to initiate “comprehensive rectifications,” from protecting merchants and customers to strengthening internal controls, the agency said in a statement.</p><h2>May 13, 2021</h2><p>Alibaba posted its first operating loss as a public company in its fiscal fourth quarter as a massive antitrust fine it received last month weighed on its earnings.</p><p>It swung to a net loss in the March quarter of 5.47 billion yuan. The market had expected a net profit of 6.95 billion yuan, according to Refinitiv estimates.</p><h2>July 29, 2022</h2><p>Alibaba became the latest company to be added to the U.S. Securities and Exchange Commission&#39;s list of Chinese companies that might be delisted.</p><p>It is among more than 270 Chinese companies listed in New York identified as being at risk of delisting under the Holding Foreign Companies Accountable Act (HFCAA), intended to address a long-running dispute over the auditing compliance of U.S.-listed Chinese firms.</p><h2>December 15, 2022</h2><p>PCAOB announced that it was able to secure complete access to inspect and investigate audit firms in the People’s Republic of China (PRC) for the first time in history, and released the 2022 HFCAA Determination Report.</p><p>Its announcement marks a step forward in potentially resolving regulatory differences between the United States and China, and effectively resets the three-year compliance clock to prevent the possible and immediate delisting of over 200 China-based public companies from the U.S. stock exchanges pursuant to the Holding Foreign Companies Accountable Act (HFCAA).</p><h2>January 7, 2023</h2><p>Ant Group said in a statement on Saturday it was adjusting its ownership structure so that no shareholder, alone or jointly with other parties, will have control over the company.</p><p>Jack Ma indirectly controlled 53.46% of Ant Group’s shares, making him the company’s “control person”. But now he will hold just 6.2% of the voting rights following the adjustment, according to the information in the statement, which means that he will cede control of it.</p><h2>March 27, 2023</h2><p>Jack Ma made a rare public appearance in China two years after first disappearing from public view. </p><p>He visited the Yungu School in his hometown of Hangzhou in east China. The private school caters to students from kindergarten to high school.</p><h2>March 28, 2023</h2><p>Alibaba will split its company into six business groups, each with the ability to raise outside funding and go public, in the most significant reorganization in the Chinese e-commerce giant’s history.</p><p>Each business group will be managed by its own CEO and board of directors.</p><p>It said in a statement that the move is “designed to unlock shareholder value and foster market competitiveness.”</p><p><strong>JPMorgan Believed Alibaba’s Share Can Double After Its Restructuring Plan</strong></p><p>JPMorgan analyst Alex Yao believed Alibaba’s reorganization could bring about more significant implications to business fundamentals and share price over the mid-to-longer term, and expected positive share price reaction to the reorganization announcement and the sum-of-the-parts (SOTP) valuation analysis indicated a US$210/HK$205 value per share as a blue sky scenario.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168819800","content_text":"In the past 3 years, Alibaba experienced Ant Group's IPO suspension, the antitrust fine and the delisting threats, but with Jack Ma’s returning to China and the company’s restructuring plan, the stock price already rose over 13% so far in 2023.Here are Alibaba’s 3-year timeline and the analyst’s view of its stock price.July 20, 2020Ant Group Co., which owns the popular mobile-payments network Alipay, said it is planning initial public offerings in Hong Kong and Shanghai, bypassing New York as it seeks to accelerate its growth in China and abroad.The company was founded by billionaire Jack Ma and is one of the world’s most valuable startups, said it is targeting concurrent listings on China’s year-old, Nasdaq-like STAR market for homegrown technology companies and Hong Kong’s stock exchange.November 3, 2020Ant Group’s record $34.5 billion IPO in Shanghai and Hong Kong has been suspended. The Shanghai Stock Exchange referred to that meeting in explaining why it has suspended the IPO.It said Ant has reported significant issues such as the changes in the financial technology regulatory environment, these issues may result in the company not meeting the conditions for listing or meeting the information disclosure requirements.April 10, 2021China slapped a record $2.8 billion fine on Alibaba after an anti-monopoly probe found it abused its market dominance, as Beijing clamps down on its internet giants.The 18.2 billion yuan penalty is triple the previous high of almost $1 billion that U.S. chipmaker Qualcomm had to pay in 2015 and was based on 4% of Alibaba’s 2019 domestic revenue, according to China’s antitrust watchdog. The company will also have to initiate “comprehensive rectifications,” from protecting merchants and customers to strengthening internal controls, the agency said in a statement.May 13, 2021Alibaba posted its first operating loss as a public company in its fiscal fourth quarter as a massive antitrust fine it received last month weighed on its earnings.It swung to a net loss in the March quarter of 5.47 billion yuan. The market had expected a net profit of 6.95 billion yuan, according to Refinitiv estimates.July 29, 2022Alibaba became the latest company to be added to the U.S. Securities and Exchange Commission's list of Chinese companies that might be delisted.It is among more than 270 Chinese companies listed in New York identified as being at risk of delisting under the Holding Foreign Companies Accountable Act (HFCAA), intended to address a long-running dispute over the auditing compliance of U.S.-listed Chinese firms.December 15, 2022PCAOB announced that it was able to secure complete access to inspect and investigate audit firms in the People’s Republic of China (PRC) for the first time in history, and released the 2022 HFCAA Determination Report.Its announcement marks a step forward in potentially resolving regulatory differences between the United States and China, and effectively resets the three-year compliance clock to prevent the possible and immediate delisting of over 200 China-based public companies from the U.S. stock exchanges pursuant to the Holding Foreign Companies Accountable Act (HFCAA).January 7, 2023Ant Group said in a statement on Saturday it was adjusting its ownership structure so that no shareholder, alone or jointly with other parties, will have control over the company.Jack Ma indirectly controlled 53.46% of Ant Group’s shares, making him the company’s “control person”. But now he will hold just 6.2% of the voting rights following the adjustment, according to the information in the statement, which means that he will cede control of it.March 27, 2023Jack Ma made a rare public appearance in China two years after first disappearing from public view. He visited the Yungu School in his hometown of Hangzhou in east China. The private school caters to students from kindergarten to high school.March 28, 2023Alibaba will split its company into six business groups, each with the ability to raise outside funding and go public, in the most significant reorganization in the Chinese e-commerce giant’s history.Each business group will be managed by its own CEO and board of directors.It said in a statement that the move is “designed to unlock shareholder value and foster market competitiveness.”JPMorgan Believed Alibaba’s Share Can Double After Its Restructuring PlanJPMorgan analyst Alex Yao believed Alibaba’s reorganization could bring about more significant implications to business fundamentals and share price over the mid-to-longer term, and expected positive share price reaction to the reorganization announcement and the sum-of-the-parts (SOTP) valuation analysis indicated a US$210/HK$205 value per share as a blue sky scenario.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941368056,"gmtCreate":1679985716076,"gmtModify":1679985719449,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941368056","repostId":"9941040884","repostType":1,"repost":{"id":9941040884,"gmtCreate":1679898592249,"gmtModify":1679898781316,"author":{"id":"4098946491644790","authorId":"4098946491644790","name":"0QH","avatar":"https://community-static.tradeup.com/news/206a0719b8841030e1fd2bd6256fd46e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"Can NVIDIA Sustain its Bullish Momentum?","htmlText":"NVDA Recent Stock Performance <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> NVDA has been on a tear recently, rising 83.2% year to date compared to <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Nasdaq composite below, which only rose by 13%. In the month of March, NVDA has risen 15.3% so far compared to only 3.2% for Nasdaq composite. From the lows in October, NVDA has actually rocketed a whopping 147.8%. In the same period, IXIC only rose 17.2%. NIVDIA vs NASDAQ However, the question is whether NVDA will keep on rising after breaking its resistance level time and again. Based on the day chart above, the relative strength index is 69.96, at the overbought region. RSI above 70 indicates the stock is overbought. However there is not much pressure until the next","listText":"NVDA Recent Stock Performance <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> NVDA has been on a tear recently, rising 83.2% year to date compared to <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Nasdaq composite below, which only rose by 13%. In the month of March, NVDA has risen 15.3% so far compared to only 3.2% for Nasdaq composite. From the lows in October, NVDA has actually rocketed a whopping 147.8%. In the same period, IXIC only rose 17.2%. NIVDIA vs NASDAQ However, the question is whether NVDA will keep on rising after breaking its resistance level time and again. Based on the day chart above, the relative strength index is 69.96, at the overbought region. RSI above 70 indicates the stock is overbought. However there is not much pressure until the next","text":"NVDA Recent Stock Performance $NVIDIA Corp(NVDA)$ NVDA has been on a tear recently, rising 83.2% year to date compared to $NASDAQ(.IXIC)$ Nasdaq composite below, which only rose by 13%. In the month of March, NVDA has risen 15.3% so far compared to only 3.2% for Nasdaq composite. From the lows in October, NVDA has actually rocketed a whopping 147.8%. In the same period, IXIC only rose 17.2%. NIVDIA vs NASDAQ However, the question is whether NVDA will keep on rising after breaking its resistance level time and again. Based on the day chart above, the relative strength index is 69.96, at the overbought region. RSI above 70 indicates the stock is overbought. However there is not much pressure until the next","images":[{"img":"https://community-static.tradeup.com/news/182bd6cc2c8e55252eb51783885f0c02","width":"300","height":"168"},{"img":"https://community-static.tradeup.com/news/70cafea365fa80c0f0fefdb4a87cfea3","width":"2048","height":"1064"},{"img":"https://community-static.tradeup.com/news/51f76691667dd455410eee30e9788b0c","width":"1680","height":"1030"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941040884","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943166208,"gmtCreate":1679289564405,"gmtModify":1679289567750,"author":{"id":"4115257325505790","authorId":"4115257325505790","name":"T202311701","avatar":"https://community-static.tradeup.com/news/816311e9879fbae4e952e2a5386f68ca","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943166208","repostId":"2320570085","repostType":2,"repost":{"id":"2320570085","pubTimestamp":1679288859,"share":"https://www.laohu8.com/m/news/2320570085?lang=&edition=full","pubTime":"2023-03-20 13:07","market":"us","language":"en","title":"Sea’s Billionaire CEO Tells Staff Company Has Turned a Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=2320570085","media":"Bloomberg","summary":"Sea Ltd. has made the changes it needs to deliver profits over the long haul, billionaire founder Fo","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>. has made the changes it needs to deliver profits over the long haul, billionaire founder Forrest Li said in a memo to staff, assuring workers who had survived months of steep job cuts that the worst is over.</p><p>The Asian internet giant’s first-ever quarterly net profit marks a turning point for the company, the chief executive officer said in a recent internal memo seen by Bloomberg News. The company made painful decisions to adapt quickly and has a stabler footing with fewer inefficiencies, Li said in his 700-word missive.</p><p>“I want to assure you that, assuming no major shift in our external environment, our large-scale changes are complete, and we do not foresee further major changes,” Li said.</p><p>But he warned the company still needs to prove that it can sustain a profit. “The world will be watching to see whether this quarter’s result is just a momentary blip or the start of a long-term trend,” he said. “Our job is not yet done.”</p><p>Sea, the largest of Southeast Asia’s internet firms and briefly the world’s best-performing stock, is emerging from a painful 2022 in a changed world of rising interest rates, accelerating inflation and geopolitical tensions. The company has lost about $160 billion of market value since a peak in October 2021 on questions about its money-making prospects.</p><p>In recent months, the company cut thousands of jobs, froze salaries and slashed more than $700 million from quarterly sales and marketing expenses to convince investors of its profit-making ability. It cut about 500 jobs at e-commerce unit Shopee in Indonesia this month, just days after the company reported a surprise first-ever quarterly profit helped by last year’s extensive cost cuts.</p><p>In a stark about-face from years of prioritizing global expansion, the company has also shuttered operations in India and some European and Latin American markets to trim costs and reach positive cash flows.</p><p>“As a company, it is our first time going through a crisis of this magnitude,” Li said. “Taking major action early in this crisis — much earlier than most in our industry — was painful, but has put us in a stronger position today.”</p></body></html>","source":"yahoofinance_sg","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>Sea’s Billionaire CEO Tells Staff Company Has Turned a Corner</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\">\nSea’s Billionaire CEO Tells Staff Company Has Turned a Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 13:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sea-billionaire-ceo-tells-staff-033528047.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Ltd. has made the changes it needs to deliver profits over the long haul, billionaire founder Forrest Li said in a memo to staff, assuring workers who had survived months of steep job cuts that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/sea-billionaire-ceo-tells-staff-033528047.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://finance.yahoo.com/news/sea-billionaire-ceo-tells-staff-033528047.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320570085","content_text":"Sea Ltd. has made the changes it needs to deliver profits over the long haul, billionaire founder Forrest Li said in a memo to staff, assuring workers who had survived months of steep job cuts that the worst is over.The Asian internet giant’s first-ever quarterly net profit marks a turning point for the company, the chief executive officer said in a recent internal memo seen by Bloomberg News. The company made painful decisions to adapt quickly and has a stabler footing with fewer inefficiencies, Li said in his 700-word missive.“I want to assure you that, assuming no major shift in our external environment, our large-scale changes are complete, and we do not foresee further major changes,” Li said.But he warned the company still needs to prove that it can sustain a profit. “The world will be watching to see whether this quarter’s result is just a momentary blip or the start of a long-term trend,” he said. “Our job is not yet done.”Sea, the largest of Southeast Asia’s internet firms and briefly the world’s best-performing stock, is emerging from a painful 2022 in a changed world of rising interest rates, accelerating inflation and geopolitical tensions. The company has lost about $160 billion of market value since a peak in October 2021 on questions about its money-making prospects.In recent months, the company cut thousands of jobs, froze salaries and slashed more than $700 million from quarterly sales and marketing expenses to convince investors of its profit-making ability. It cut about 500 jobs at e-commerce unit Shopee in Indonesia this month, just days after the company reported a surprise first-ever quarterly profit helped by last year’s extensive cost cuts.In a stark about-face from years of prioritizing global expansion, the company has also shuttered operations in India and some European and Latin American markets to trim costs and reach positive cash flows.“As a company, it is our first time going through a crisis of this magnitude,” Li said. “Taking major action early in this crisis — much earlier than most in our industry — was painful, but has put us in a stronger position today.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}