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12-18

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Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers

12-18

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2023-07-25

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2023-06-21

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2023-06-21

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2023-06-21

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2023-06-21

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2023-06-02

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Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382856222523792","repostId":"1137673966","repostType":4,"repost":{"id":"1137673966","kind":"news","pubTimestamp":1734499075,"share":"https://ttm.financial/m/news/1137673966?lang=&edition=fundamental","pubTime":"2024-12-18 13:17","market":"us","language":"en","title":"Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers","url":"https://stock-news.laohu8.com/highlight/detail?id=1137673966","media":"South China Morning Post","summary":"$Honda Motor(HMC)$ and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to $Toyota Motor(TM)$ in Japan and better positi","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HMC\">Honda Motor</a> and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> in Japan and better position the combined company to face competitive challenges around the world.</p><p><a href=\"https://laohu8.com/S/HMC\">Honda Motor</a>’s U.S.-listed shares fell over 3% in overnight trading while <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> rose 2.47%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/67f802a6a1257e2d44a35d99438e567b\" tg-width=\"472\" tg-height=\"178\"/></p><p>Honda is considering several options including a merger, capital tie-up or the establishment of a holding company, Executive Vice-President Shinji Aoyama said on Wednesday following reports overnight of talks between the carmakers. Aoyama declined to elaborate on when a potential decision will be made.</p><p style=\"text-align: start;\">The companies could make an announcement on December 23, TBS reported. Nissan shares rose as much as 24 per cent in early Tokyo trading Wednesday, while Honda’s stock fell as much as 3.4 per cent.</p><p>The two have been holding preliminary talks about a combination, said the people, who asked not to be identified because discussions are private. One option being considered is the creation of a new holding company under which the combined businesses would operate, one of the people said. The transaction could also be expanded to include Mitsubishi Motors, which already has capital ties with Nissan, the person said. Mitsubishi shares jumped 17 per cent.</p><p>Discussions are early stage and may not lead to an agreement, the people said.</p><p>A deal would effectively consolidate the Japanese auto industry into two main camps: One controlled by Honda, Nissan and Mitsubishi and another consisting of Toyota group companies. It would also provide them with more resources to compete with larger peers globally after downsizing long-held partnerships with other carmakers. Nissan has loosened ties with France’s Renault and Honda has backed away from General Motors.</p><p>The move toward a merger would follow a decision by the two companies earlier this year to work together on electric vehicle batteries and software. At that time, Honda Chief Executive Officer Toshihiro Mibe floated the possibility of a capital tie-up with Nissan.</p><p>“If the merger does materialise, it would provide short-term relief for Nissan’s financial struggles,” said Bloomberg Intelligence senior auto analyst Tatsuo Yoshida.</p><p>The two Japanese carmakers plan to sign a memorandum of understanding to discuss shared equity stakes in a new holding company, the Nikkei reported earlier in the day. The merger would help the manufacturers compete against rivals in electric vehicles such as Tesla and Chinese carmakers, it said.</p><p>In some ways, it could be seen as a defensive merger among Japan’s weaker players. Honda, Nissan and Mitsubishi combined sold about 4 million vehicles globally in the first six months of the year, well shy of the 5.2 million that Toyota sold on its own. Combining forces would allow the two companies to fend off Toyota, the world’s largest carmaker, at home and abroad. Toyota has taken stakes in Subaru, Suzuki Motor and Mazda Motor, creating a powerhouse of brands backed by its top-notch credit rating.</p><p>“While this would be good news for Nissan due to their weakened state, they would have a lot of overlap and other issues to overcome,” said Julie Boote, a senior analyst at Pelham Smithers Associates. “For the Toyota group though we could see an acceleration there as well as it gathers its flock more tightly under its wing in a show of commitment, with the possibility of raising its stakes in Subaru, Suzuki and Mazda sooner rather than later.”</p><p style=\"text-align: start;\">Honda’s valuation stood at ¥6.8 trillion (US$44.4 billion) as of the close of trading Tuesday, well above Nissan’s ¥1.3 trillion market capitalisation. But even their combined value is dwarfed by Toyota’s ¥42.2 trillion.</p><p style=\"text-align: start;\">Toyota shares rose as much as 2.5 per cent on Wednesday.</p><p>Honda has long struggled to keep up with bigger capitalised rivals when it comes to investments in new technologies. It recently has shifted gears to boost hybrid gas-electric vehicles even as it spends billions of dollars on all-electric production. At the same time, Honda’s arms-length partnership with GM has been weakened, most recently earlier this month when their self-driving car partnership ended. GM has strengthened its ties with South Korea’s Hyundai Motor.</p><p style=\"text-align: start;\">Bigger scale could be the greatest benefit for Honda, according to James Hong, an analyst at Macquarie Securities Korea. “That is what Honda is expecting to gain from this partnership,” Hong said.</p><p style=\"text-align: start;\">Nissan is in need of a partner to put it back on a stronger financial footing as it steps up restructuring efforts to cope with stalled revenue growth and lower profits. It faces pressure from an activist shareholder and a daunting debt load that has led to speculation in credit markets about its investment grade rating.</p><p>The Yokohama-based company has partially unwound its complex 25-year strategic partnership with Renault, a fixation of former Chairman Carlos Ghosn. Rivalries and mutual suspicion mounted over the years and came to a head when Ghosn openly contemplated a merger, contributing to his downfall.</p><p style=\"text-align: start;\">The former chairman and CEO, who has filed a suit against his former company for ousting him in 2018, warned of a “disguised takeover” of Nissan by Honda in an August interview with Automotive News.</p><p style=\"text-align: start;\">The merger talks come after the Financial Times said last month that Nissan was looking for an anchor investor to replace part of Renault’s equity holding and that it hadn’t ruled out having Honda buy some of its shares.</p></body></html>","source":"lsy1600132093512","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>Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers</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\">\nNissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Honda Motor and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to Toyota Motor in Japan and better position the ...</p>\n\n<a href=\"https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TM":"丰田汽车","HMC":"本田汽车"},"source_url":"https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137673966","content_text":"Honda Motor and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to Toyota Motor in Japan and better position the combined company to face competitive challenges around the world.Honda Motor’s U.S.-listed shares fell over 3% in overnight trading while Toyota Motor rose 2.47%.Honda is considering several options including a merger, capital tie-up or the establishment of a holding company, Executive Vice-President Shinji Aoyama said on Wednesday following reports overnight of talks between the carmakers. Aoyama declined to elaborate on when a potential decision will be made.The companies could make an announcement on December 23, TBS reported. Nissan shares rose as much as 24 per cent in early Tokyo trading Wednesday, while Honda’s stock fell as much as 3.4 per cent.The two have been holding preliminary talks about a combination, said the people, who asked not to be identified because discussions are private. One option being considered is the creation of a new holding company under which the combined businesses would operate, one of the people said. The transaction could also be expanded to include Mitsubishi Motors, which already has capital ties with Nissan, the person said. Mitsubishi shares jumped 17 per cent.Discussions are early stage and may not lead to an agreement, the people said.A deal would effectively consolidate the Japanese auto industry into two main camps: One controlled by Honda, Nissan and Mitsubishi and another consisting of Toyota group companies. It would also provide them with more resources to compete with larger peers globally after downsizing long-held partnerships with other carmakers. Nissan has loosened ties with France’s Renault and Honda has backed away from General Motors.The move toward a merger would follow a decision by the two companies earlier this year to work together on electric vehicle batteries and software. At that time, Honda Chief Executive Officer Toshihiro Mibe floated the possibility of a capital tie-up with Nissan.“If the merger does materialise, it would provide short-term relief for Nissan’s financial struggles,” said Bloomberg Intelligence senior auto analyst Tatsuo Yoshida.The two Japanese carmakers plan to sign a memorandum of understanding to discuss shared equity stakes in a new holding company, the Nikkei reported earlier in the day. The merger would help the manufacturers compete against rivals in electric vehicles such as Tesla and Chinese carmakers, it said.In some ways, it could be seen as a defensive merger among Japan’s weaker players. Honda, Nissan and Mitsubishi combined sold about 4 million vehicles globally in the first six months of the year, well shy of the 5.2 million that Toyota sold on its own. Combining forces would allow the two companies to fend off Toyota, the world’s largest carmaker, at home and abroad. Toyota has taken stakes in Subaru, Suzuki Motor and Mazda Motor, creating a powerhouse of brands backed by its top-notch credit rating.“While this would be good news for Nissan due to their weakened state, they would have a lot of overlap and other issues to overcome,” said Julie Boote, a senior analyst at Pelham Smithers Associates. “For the Toyota group though we could see an acceleration there as well as it gathers its flock more tightly under its wing in a show of commitment, with the possibility of raising its stakes in Subaru, Suzuki and Mazda sooner rather than later.”Honda’s valuation stood at ¥6.8 trillion (US$44.4 billion) as of the close of trading Tuesday, well above Nissan’s ¥1.3 trillion market capitalisation. But even their combined value is dwarfed by Toyota’s ¥42.2 trillion.Toyota shares rose as much as 2.5 per cent on Wednesday.Honda has long struggled to keep up with bigger capitalised rivals when it comes to investments in new technologies. It recently has shifted gears to boost hybrid gas-electric vehicles even as it spends billions of dollars on all-electric production. At the same time, Honda’s arms-length partnership with GM has been weakened, most recently earlier this month when their self-driving car partnership ended. GM has strengthened its ties with South Korea’s Hyundai Motor.Bigger scale could be the greatest benefit for Honda, according to James Hong, an analyst at Macquarie Securities Korea. “That is what Honda is expecting to gain from this partnership,” Hong said.Nissan is in need of a partner to put it back on a stronger financial footing as it steps up restructuring efforts to cope with stalled revenue growth and lower profits. It faces pressure from an activist shareholder and a daunting debt load that has led to speculation in credit markets about its investment grade rating.The Yokohama-based company has partially unwound its complex 25-year strategic partnership with Renault, a fixation of former Chairman Carlos Ghosn. Rivalries and mutual suspicion mounted over the years and came to a head when Ghosn openly contemplated a merger, contributing to his downfall.The former chairman and CEO, who has filed a suit against his former company for ousting him in 2018, warned of a “disguised takeover” of Nissan by Honda in an August interview with Automotive News.The merger talks come after the Financial Times said last month that Nissan was looking for an anchor investor to replace part of Renault’s equity holding and that it hadn’t ruled out having Honda buy some of its shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382663168340304,"gmtCreate":1734458636265,"gmtModify":1734458639899,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382663168340304","repostId":"1170732309","repostType":2,"repost":{"id":"1170732309","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1734449400,"share":"https://ttm.financial/m/news/1170732309?lang=&edition=fundamental","pubTime":"2024-12-17 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170732309","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Mizuho upgrades Tesla to outperform from neutralMizuho says it sees an “improving outlook” under the Trump administration.“We are upgrading TSLA to","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3816277534\" style=\"text-align: start;\">Mizuho upgrades Tesla to outperform from neutral</h2><p>Mizuho says it sees an “improving outlook” under the Trump administration.</p><p>“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”</p><h2 id=\"id_1866447211\" style=\"text-align: start;\">Wolfe reiterates Nvidia as outperform</h2><p>Wolfe says the AI chipmaker a top idea heading into 2025.</p><p>“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”</p><h2 id=\"id_694314843\" style=\"text-align: start;\">Truist reiterates Meta Platforms as buy</h2><p>Truist says the Instagram owner is a top pick in 2025.</p><p>“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”</p><h2 id=\"id_1098064931\" style=\"text-align: start;\">Piper Sandler initiates Riot Platforms &amp; Mara Holdings at overweight</h2><p>Piper said it’s bullish on several bitcoin mining companies.</p><p>“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”</p><h2 id=\"id_4258415852\" style=\"text-align: start;\">Goldman Sachs reiterates Nike as buy</h2><p>Goldman says it’s staying bullish ahead of earnings later this week.</p><p>“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”</p><h2 id=\"id_2539634958\" style=\"text-align: start;\">Goldman Sachs upgrades SolarEdge to buy from sell</h2><p>Goldman says concerns about liquidity are overdone for the solar company.</p><p>“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”</p><h2 id=\"id_3321436710\" style=\"text-align: start;\">Stifel upgrades Cloudflare to buy from hold</h2><p>Stifel says the cyber company has “upside optionality”</p><p>“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”</p><h2 id=\"id_2982259395\" style=\"text-align: start;\">Rosenblatt initiates MongoDB at buy</h2><p>Rosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.</p><p>“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.</p><h2 id=\"id_1713179955\" style=\"text-align: start;\">UBS initiates Manchester United as buy</h2><p>UBS says it’s bullish on the UK soccer club.</p><p>“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”</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>Top Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More\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\">2024-12-17 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3816277534\" style=\"text-align: start;\">Mizuho upgrades Tesla to outperform from neutral</h2><p>Mizuho says it sees an “improving outlook” under the Trump administration.</p><p>“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”</p><h2 id=\"id_1866447211\" style=\"text-align: start;\">Wolfe reiterates Nvidia as outperform</h2><p>Wolfe says the AI chipmaker a top idea heading into 2025.</p><p>“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”</p><h2 id=\"id_694314843\" style=\"text-align: start;\">Truist reiterates Meta Platforms as buy</h2><p>Truist says the Instagram owner is a top pick in 2025.</p><p>“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”</p><h2 id=\"id_1098064931\" style=\"text-align: start;\">Piper Sandler initiates Riot Platforms &amp; Mara Holdings at overweight</h2><p>Piper said it’s bullish on several bitcoin mining companies.</p><p>“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”</p><h2 id=\"id_4258415852\" style=\"text-align: start;\">Goldman Sachs reiterates Nike as buy</h2><p>Goldman says it’s staying bullish ahead of earnings later this week.</p><p>“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”</p><h2 id=\"id_2539634958\" style=\"text-align: start;\">Goldman Sachs upgrades SolarEdge to buy from sell</h2><p>Goldman says concerns about liquidity are overdone for the solar company.</p><p>“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”</p><h2 id=\"id_3321436710\" style=\"text-align: start;\">Stifel upgrades Cloudflare to buy from hold</h2><p>Stifel says the cyber company has “upside optionality”</p><p>“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”</p><h2 id=\"id_2982259395\" style=\"text-align: start;\">Rosenblatt initiates MongoDB at buy</h2><p>Rosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.</p><p>“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.</p><h2 id=\"id_1713179955\" style=\"text-align: start;\">UBS initiates Manchester United as buy</h2><p>UBS says it’s bullish on the UK soccer club.</p><p>“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","NVDA":"英伟达","META":"Meta Platforms, Inc.","NKE":"耐克","MARA":"MARA Holdings","MDB":"MongoDB Inc.","MANU":"曼联","TSLA":"特斯拉","RIOT":"Riot Platforms","SEDG":"SolarEdge Technologies, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170732309","content_text":"Here are the biggest calls on Wall Street on Tuesday:Mizuho upgrades Tesla to outperform from neutralMizuho says it sees an “improving outlook” under the Trump administration.“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”Wolfe reiterates Nvidia as outperformWolfe says the AI chipmaker a top idea heading into 2025.“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”Truist reiterates Meta Platforms as buyTruist says the Instagram owner is a top pick in 2025.“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”Piper Sandler initiates Riot Platforms & Mara Holdings at overweightPiper said it’s bullish on several bitcoin mining companies.“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”Goldman Sachs reiterates Nike as buyGoldman says it’s staying bullish ahead of earnings later this week.“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”Goldman Sachs upgrades SolarEdge to buy from sellGoldman says concerns about liquidity are overdone for the solar company.“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”Stifel upgrades Cloudflare to buy from holdStifel says the cyber company has “upside optionality”“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”Rosenblatt initiates MongoDB at buyRosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.UBS initiates Manchester United as buyUBS says it’s bullish on the UK soccer club.“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382611375915176,"gmtCreate":1734419205726,"gmtModify":1734419209335,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382611375915176","repostId":"1181680400","repostType":2,"repost":{"id":"1181680400","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1734407269,"share":"https://ttm.financial/m/news/1181680400?lang=&edition=fundamental","pubTime":"2024-12-17 11:47","market":"us","language":"en","title":"Morgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future","url":"https://stock-news.laohu8.com/highlight/detail?id=1181680400","media":"Tiger Newspress","summary":"Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR >16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate $TSLA$ as Top Pick.With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debat","content":"<html><head></head><body><ul style=\"\"><li><p>Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR &gt;16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate <a href=\"https://laohu8.com/S/TSLA\">TSLA</a> as Top Pick.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b22e5897bd2958aae6a8dfbb7f3d73eb\" tg-width=\"576\" tg-height=\"183\"/></p></li></ul><p>With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the &#39;ICE is Nice&#39; trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e2d089177732984d4ce8364164b94d0\" tg-width=\"804\" tg-height=\"280\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/234740b3db98aa262adfafe36cc6beb0\" tg-width=\"793\" tg-height=\"520\"/></p><h3 id=\"id_3069916412\">Reiterate Tesla Top Pick, increase PT to $400 from $310</h3><p><strong>Elon Musk&#39;s entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook</strong> – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.</p><p><strong>On the AV side</strong>, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. <strong>We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030</strong>.</p><p><strong>It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion.</strong> And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. <strong>Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ad621033bf683e742ecea2598e9181d\" tg-width=\"732\" tg-height=\"637\"/></p><p><strong>Risks to EV demand with less regulatory support: <a href=\"https://laohu8.com/S/RIVN\">RIVN</a> and <a href=\"https://laohu8.com/S/LCID\">LCID</a></strong></p><p>While Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43e7f46123c49113c952492a4f6318f3\" tg-width=\"714\" tg-height=\"288\"/></p><p>We raise our <a href=\"https://laohu8.com/S/GM\">GM</a> price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM&#39;s ICE trucks/full-sized SUVs and 5% margins for GM&#39;s ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company&#39;s long-term historical PE multiple of 7.1x.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/acde0b7ca4f1003e47bb54dcdf701376\" tg-width=\"583\" tg-height=\"387\"/></p><h2 id=\"id_2131694262\">EV Policies</h2><h3 id=\"id_3154845192\">Potential Plans and Implications</h3><p>Morgan Stanley summarizes their US Policy team&#39;s views about the potential tariff outcomes with the incoming administration:</p><p><strong>10% Universal Tariffs.</strong> President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.</p><p><strong>Targeted Tariffs.</strong> Tariffs directed at high-risk areas to support geopolitical &#34;de-risking&#34; have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).</p><p><strong>60% Tariffs</strong> (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a9634e9bad70045c97a158cb471d95b\" tg-width=\"514\" tg-height=\"441\"/></p><p>Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.</p><p>The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77482fc9a7a5dc4528873b316a7edd8a\" tg-width=\"676\" tg-height=\"430\"/></p><h3 id=\"id_1802991917\">States of the World</h3><p><strong>The China Case</strong>: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.</p><p><strong>The De-Risking Case</strong>: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.</p><p><strong>The Slow EV Case</strong>: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5f217be82c066e905fd10ad4c265196\" tg-width=\"727\" tg-height=\"447\"/></p><h2 id=\"id_4000121472\">Onshoring/Tariffs</h2><p><strong>Over the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage</strong> - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d14af808e915036ef3f4d17646adef2\" tg-width=\"723\" tg-height=\"283\"/></p><p>In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU&#39;s, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US &gt; Mexico &gt; Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.</p><p><strong>Expect Mexico tariffs to be a topic of significant debate throughout 2025.</strong> The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/218864a506f5a1569fb3a54f3ad5bd20\" tg-width=\"586\" tg-height=\"444\"/></p><h2 id=\"id_2079290983\">China Export Expansion</h2><p>China&#39;s multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don&#39;t end up directly on US shores, the &#39;fungibility&#39; of lost share and profit by key US players adds pressure here at home.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/adcad98c3facaa1d207533cc108315c4\" tg-width=\"477\" tg-height=\"418\"/></p><h2 id=\"id_3214012786\">Measuring the Impact of Rate Cuts on Autos</h2><p>While there can be temporary &#39;relief,&#39; we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.</p><p>We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), <strong>we do not see rate cuts as a material catalyst for near-term autos outperformance</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e465bb34b0779f63a51118a71d6095a\" tg-width=\"573\" tg-height=\"400\"/></p><p>Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That&#39;s less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.</p><h2 id=\"id_2984565507\">Capital Discipline: Autos Catching a Re-Rating?</h2><p>While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers &amp; OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&amp;D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbf952a6e18ee46daa9b71773adfe28f\" tg-width=\"364\" tg-height=\"289\"/></p><p>Going forward, we believe a major industry-level &#39;step change&#39; on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).</p><h2 id=\"id_891909875\">Global Auto Forecasts Update</h2><p><strong>Sales by Powertrain Forecasts- Hybrids Higher, BEVs Lower</strong></p><p><strong>BEVs</strong>: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.</p><p><strong>Hybrids</strong>: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.</p><p><strong>ICE:</strong> Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa6bd8c51604fd52bd85f85541ab3e3f\" tg-width=\"727\" tg-height=\"253\"/></p><p><strong>Sales by Level of Autonomy Forecasts- Reducing L4 &amp; L5 Penetration Assumptions</strong></p><p><strong>L0/1/2</strong>: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 &amp; L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.</p><p><strong>L4:</strong> We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.</p><p>We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.</p><p>L5: We forecast the first L5 vehicles are sold in 2035 at &lt;10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.</p><p>We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.</p><h2 id=\"id_4002628776\">Risk Reward - <a href=\"https://laohu8.com/S/GM\">General Motors</a></h2><p>Our $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.</p><p>Further supported by SOTP</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36a60a043c8ff46cd5dd5a2cd4a7dc8b\" tg-width=\"693\" tg-height=\"612\"/></p><h2 id=\"id_3393174937\">Risk Reward - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a></h2><p>Our PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,&amp; 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10a34ce403ba5a241b07973b25a6814f\" tg-width=\"696\" tg-height=\"649\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future</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\">\nMorgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future\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\">2024-12-17 11:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR &gt;16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate <a href=\"https://laohu8.com/S/TSLA\">TSLA</a> as Top Pick.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b22e5897bd2958aae6a8dfbb7f3d73eb\" tg-width=\"576\" tg-height=\"183\"/></p></li></ul><p>With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the &#39;ICE is Nice&#39; trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e2d089177732984d4ce8364164b94d0\" tg-width=\"804\" tg-height=\"280\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/234740b3db98aa262adfafe36cc6beb0\" tg-width=\"793\" tg-height=\"520\"/></p><h3 id=\"id_3069916412\">Reiterate Tesla Top Pick, increase PT to $400 from $310</h3><p><strong>Elon Musk&#39;s entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook</strong> – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.</p><p><strong>On the AV side</strong>, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. <strong>We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030</strong>.</p><p><strong>It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion.</strong> And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. <strong>Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ad621033bf683e742ecea2598e9181d\" tg-width=\"732\" tg-height=\"637\"/></p><p><strong>Risks to EV demand with less regulatory support: <a href=\"https://laohu8.com/S/RIVN\">RIVN</a> and <a href=\"https://laohu8.com/S/LCID\">LCID</a></strong></p><p>While Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43e7f46123c49113c952492a4f6318f3\" tg-width=\"714\" tg-height=\"288\"/></p><p>We raise our <a href=\"https://laohu8.com/S/GM\">GM</a> price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM&#39;s ICE trucks/full-sized SUVs and 5% margins for GM&#39;s ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company&#39;s long-term historical PE multiple of 7.1x.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/acde0b7ca4f1003e47bb54dcdf701376\" tg-width=\"583\" tg-height=\"387\"/></p><h2 id=\"id_2131694262\">EV Policies</h2><h3 id=\"id_3154845192\">Potential Plans and Implications</h3><p>Morgan Stanley summarizes their US Policy team&#39;s views about the potential tariff outcomes with the incoming administration:</p><p><strong>10% Universal Tariffs.</strong> President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.</p><p><strong>Targeted Tariffs.</strong> Tariffs directed at high-risk areas to support geopolitical &#34;de-risking&#34; have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).</p><p><strong>60% Tariffs</strong> (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a9634e9bad70045c97a158cb471d95b\" tg-width=\"514\" tg-height=\"441\"/></p><p>Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.</p><p>The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77482fc9a7a5dc4528873b316a7edd8a\" tg-width=\"676\" tg-height=\"430\"/></p><h3 id=\"id_1802991917\">States of the World</h3><p><strong>The China Case</strong>: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.</p><p><strong>The De-Risking Case</strong>: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.</p><p><strong>The Slow EV Case</strong>: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5f217be82c066e905fd10ad4c265196\" tg-width=\"727\" tg-height=\"447\"/></p><h2 id=\"id_4000121472\">Onshoring/Tariffs</h2><p><strong>Over the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage</strong> - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d14af808e915036ef3f4d17646adef2\" tg-width=\"723\" tg-height=\"283\"/></p><p>In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU&#39;s, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US &gt; Mexico &gt; Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.</p><p><strong>Expect Mexico tariffs to be a topic of significant debate throughout 2025.</strong> The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/218864a506f5a1569fb3a54f3ad5bd20\" tg-width=\"586\" tg-height=\"444\"/></p><h2 id=\"id_2079290983\">China Export Expansion</h2><p>China&#39;s multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don&#39;t end up directly on US shores, the &#39;fungibility&#39; of lost share and profit by key US players adds pressure here at home.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/adcad98c3facaa1d207533cc108315c4\" tg-width=\"477\" tg-height=\"418\"/></p><h2 id=\"id_3214012786\">Measuring the Impact of Rate Cuts on Autos</h2><p>While there can be temporary &#39;relief,&#39; we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.</p><p>We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), <strong>we do not see rate cuts as a material catalyst for near-term autos outperformance</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e465bb34b0779f63a51118a71d6095a\" tg-width=\"573\" tg-height=\"400\"/></p><p>Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That&#39;s less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.</p><h2 id=\"id_2984565507\">Capital Discipline: Autos Catching a Re-Rating?</h2><p>While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers &amp; OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&amp;D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbf952a6e18ee46daa9b71773adfe28f\" tg-width=\"364\" tg-height=\"289\"/></p><p>Going forward, we believe a major industry-level &#39;step change&#39; on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).</p><h2 id=\"id_891909875\">Global Auto Forecasts Update</h2><p><strong>Sales by Powertrain Forecasts- Hybrids Higher, BEVs Lower</strong></p><p><strong>BEVs</strong>: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.</p><p><strong>Hybrids</strong>: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.</p><p><strong>ICE:</strong> Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa6bd8c51604fd52bd85f85541ab3e3f\" tg-width=\"727\" tg-height=\"253\"/></p><p><strong>Sales by Level of Autonomy Forecasts- Reducing L4 &amp; L5 Penetration Assumptions</strong></p><p><strong>L0/1/2</strong>: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 &amp; L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.</p><p><strong>L4:</strong> We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.</p><p>We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.</p><p>L5: We forecast the first L5 vehicles are sold in 2035 at &lt;10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.</p><p>We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.</p><h2 id=\"id_4002628776\">Risk Reward - <a href=\"https://laohu8.com/S/GM\">General Motors</a></h2><p>Our $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.</p><p>Further supported by SOTP</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36a60a043c8ff46cd5dd5a2cd4a7dc8b\" tg-width=\"693\" tg-height=\"612\"/></p><h2 id=\"id_3393174937\">Risk Reward - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a></h2><p>Our PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,&amp; 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10a34ce403ba5a241b07973b25a6814f\" tg-width=\"696\" tg-height=\"649\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","F":"福特汽车","GM":"通用汽车","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181680400","content_text":"Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR >16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate TSLA as Top Pick.With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the 'ICE is Nice' trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.Reiterate Tesla Top Pick, increase PT to $400 from $310Elon Musk's entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.On the AV side, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030.It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion. And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.Risks to EV demand with less regulatory support: RIVN and LCIDWhile Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.We raise our GM price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM's ICE trucks/full-sized SUVs and 5% margins for GM's ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company's long-term historical PE multiple of 7.1x.EV PoliciesPotential Plans and ImplicationsMorgan Stanley summarizes their US Policy team's views about the potential tariff outcomes with the incoming administration:10% Universal Tariffs. President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.Targeted Tariffs. Tariffs directed at high-risk areas to support geopolitical \"de-risking\" have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).60% Tariffs (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.States of the WorldThe China Case: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.The De-Risking Case: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.The Slow EV Case: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.Onshoring/TariffsOver the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU's, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US > Mexico > Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.Expect Mexico tariffs to be a topic of significant debate throughout 2025. The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.China Export ExpansionChina's multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don't end up directly on US shores, the 'fungibility' of lost share and profit by key US players adds pressure here at home.Measuring the Impact of Rate Cuts on AutosWhile there can be temporary 'relief,' we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), we do not see rate cuts as a material catalyst for near-term autos outperformance.Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That's less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.Capital Discipline: Autos Catching a Re-Rating?While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers & OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.Going forward, we believe a major industry-level 'step change' on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).Global Auto Forecasts UpdateSales by Powertrain Forecasts- Hybrids Higher, BEVs LowerBEVs: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.Hybrids: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.ICE: Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.Sales by Level of Autonomy Forecasts- Reducing L4 & L5 Penetration AssumptionsL0/1/2: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 & L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.L4: We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.L5: We forecast the first L5 vehicles are sold in 2035 at <10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.Risk Reward - General MotorsOur $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.Further supported by SOTPRisk Reward - Tesla IncOur PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,& 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382454845272456,"gmtCreate":1734350691725,"gmtModify":1734350693725,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382454845272456","repostId":"2491338666","repostType":4,"repost":{"id":"2491338666","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734329006,"share":"https://ttm.financial/m/news/2491338666?lang=&edition=fundamental","pubTime":"2024-12-16 14:03","market":"us","language":"en","title":"The Fed's Game Plan on Interest-Rate Cuts Keeps Shifting","url":"https://stock-news.laohu8.com/highlight/detail?id=2491338666","media":"Dow Jones","summary":"Federal Reserve Chair Jerome Powell had to reassure some skeptical colleagues that the central bank wouldn't inadvertently send signals of distress when he led them to start lowering borrowing costs at the end of the summer with a gutsy, larger-than-usual half-point reduction.Now, they are confronting another potential hinge point. Officials lowered their benchmark rate again in November, by a quarter point. Investors widely expect a third consecutive rate cut this week.\"Right now, either a cut or a hold could be justified,\" said Jon Faust, who served as a senior adviser to Powell from 2018 until earlier this year. What officials say about the path of the fed-funds rate is likely to be \"more important than whatever they decide about the December meeting in particular.\". Dallas Fed President Lorie Logan warned against cutting too far","content":"<html><head></head><body><p>By Nick Timiraos</p><p>Federal Reserve Chair Jerome Powell had to reassure some skeptical colleagues that the central bank wouldn&#39;t inadvertently send signals of distress when he led them to start lowering borrowing costs at the end of the summer with a gutsy, larger-than-usual half-point reduction.</p><p>Now, they are confronting another potential hinge point. Officials lowered their benchmark rate again in November, by a quarter point. Investors widely expect a third consecutive rate cut this week.</p><p>Powell is trying to find the right gear amid signs the labor market is less wobbly and inflation is a touch firmer than they appeared in September. He faces misgivings from some colleagues over continuing to cut and less conviction from others who strongly backed those first two moves. One option this week would be to cut by a quarter point, then use new economic projections to strongly hint that the central bank is ready to go more slowly on the reductions.</p><p>&#34;Right now, either a cut or a hold could be justified,&#34; said Jon Faust, who served as a senior adviser to Powell from 2018 until earlier this year. What officials say about the path of the fed-funds rate is likely to be &#34;more important than whatever they decide about the December meeting in particular.&#34;</p><p>The fed-funds rate influences borrowing costs throughout the economy, including rates on mortgages, credit cards and auto loans. Raising it tends to curb hiring, spending and investment, while lowering it spurs such activity. But those effects work with what economists call long and variable lags, which means central bankers might not know for a year or more if they have tightened too much or too little.</p><p><strong>Going too far, or not far enough</strong></p><p>A few officials have suggested they would argue against cutting this week. These &#34;hawks&#34; are fearful of squandering the Fed&#39;s credibility by allowing inflation to remain well above their target for a fourth or fifth year.</p><p>Even if officials still think price growth will gradually slow to their target, some could be less confident in that forecast due to promises by President-elect Donald Trump to deport workers and impose tariffs when he takes office next month. Those steps could reverse two developments that have underpinned officials&#39; sanguine inflation forecasts: falling prices of goods and a slowdown in wage growth.</p><p>&#34;If I were sitting on the committee right now as a voting member, I would dissent against a cut,&#34; said Eric Rosengren, who served as Boston Fed president from 2007 to 2021.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/71f4af1a0173120cab4c5e4a3144345d\" tg-width=\"700\" tg-height=\"467\"/></p><p>They are also uneasy that euphoric conditions in the stock market and for speculative assets such as bitcoin could provide grist for spending that keeps inflation entrenched. Given recent economic activity, &#34;it&#39;s hard to think that the level of interest rates is restrictive at this point,&#34; said Fed governor Michelle Bowman in a speech this month.</p><p>Dallas Fed President Lorie Logan warned against cutting too far on what she views as a mistaken belief that a more &#34;normal&#34; interest rate for the economy is much lower. She compared the situation to a ship captain whose depth finder might mistake mud for water.</p><p>Another group of officials, including Powell, have suggested they share that concern but don&#39;t think the Fed is at risk of cutting too much -- yet -- given how high they lifted rates over the past two years.</p><p>&#34;We&#39;re mindful of the risk that we go too far, too fast, but also of the risk that we don&#39;t go far enough,&#34; Powell said last month. &#34;It seems like we&#39;re right where we need to be.&#34;</p><p>Labor markets remain in a delicate equilibrium. Hiring rates are low, but so are layoffs. The economy has added more than 140,000 jobs on average over the six months through November, a respectable figure. But the unemployment rate has drifted up to 4.2%, from 3.7% at the beginning of the year.</p><p>The sectors of the economy that are most sensitive to high rates, such as housing, have been slow to benefit from recent cuts.</p><p><strong>Behind closed doors</strong></p><p>A big part of Powell&#39;s job is to forge agreement among a sometimes-unwieldy committee of 18 other officials. That has been difficult at times because inflation has declined in fits and starts over the past year.</p><p>Some hawkish officials who had been averse to signaling an end to rate hikes began to change their tune one year ago, after a string of friendlier inflation reports. In economic projections at the December 2023 meeting, Fed governor Christopher Waller penciled in six cuts of a quarter point for 2024 -- more than any of his colleagues. (Later, when inflation stalled in the spring, Waller suggested that the Fed could stand pat until the end of this year.)</p><p>For months, Powell and his colleagues insisted they needed a credible entry point to start cutting. &#34;The first time you change direction, it takes on perhaps more importance than it should,&#34; said Faust. &#34;People take it as a signal of the all-clear being given.&#34;</p><p>By Labor Day, Powell was growing more nervous of the risk that the central bank, humbled by getting inflation so wrong in 2021, would overcompensate by keeping rates too high as rate-sensitive sectors of the economy froze.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/90ef75477c2ca231802b42bf5e6b6e85\" tg-width=\"700\" tg-height=\"466\"/></p><p>The labor market began to send signs of a potentially sharper-than-expected slowdown, with the unemployment rate ticking up to 4.3% in data released in August. Inflation had resumed its earlier decline.</p><p>Fed officials typically prefer to choreograph big moves without provoking surprise in markets. On Sept. 6, the last day before officials began to observe their traditional premeeting &#34;quiet period,&#34; a pair of speeches led investors to think a smaller quarter point was preferred.</p><p>But behind closed doors and huddled with a smaller circle of advisers, Powell concluded they should start with the larger half-point cut. The idea took a page from former Fed Chairman Alan Greenspan, who often persuaded his colleagues by framing policy choices as managing different risks.</p><p>In this case, the risk of regretting the bigger rate cut was deemed to be very low. They had waited so long to cut rates that, even if the economy zipped along, most officials thought they could simply slow down several further anticipated cuts. By contrast, making a smaller cut only to discover the labor market was slowing sharply would be a much more difficult problem to fix.</p><p><strong>A lone dissent</strong></p><p>Powell typically consults by phone with all 12 regional bank presidents and meets with the six other Washington-based governors on the Thursday and Friday before the coming week&#39;s meeting. Powell and his staff also circulate a series of briefing documents that lay out the arguments for three different policy choices.</p><p>Some needed little convincing to start big. Others were uneasy. Past reductions of a half point coincided with more dramatic financial stress. Bowman, who had been warning of latent risks of more-stubborn inflation, knew when she saw those policy briefing materials that she wouldn&#39;t be able to support Powell&#39;s proposal. She ended up casting a dissenting vote -- the first since 2005 by a Fed governor.</p><p>To avoid multiple dissents and win over colleagues who shared her reservations, Powell convinced them that he could sell the decision in subsequent public remarks as a recalibration made from a position of strength, and not the start of a panicky sprint to lower rates.</p><p>&#34;There&#39;s nothing...that suggests the committee is in a rush to get this done,&#34; Powell said at a press conference after the meeting. Instead, he characterized the &#34;good, strong start&#34; to cutting rates &#34;as a sign of our commitment not to get behind.&#34;</p><p>Revisions to government data a few weeks after the meeting showed income growth and personal savings rates had been stronger than initially reported. That removed sources of anxiety about a potential recession -- and suggested maybe the larger move hadn&#39;t been needed.</p><p>Waller, who had initially favored a smaller cut but was persuaded to back the larger move, dismissed a question recently over whether he regretted the decision. He compared it to buying car insurance.</p><p>&#34;You say, &#39;Why am I buying car insurance? Because I might have an accident,&#39;&#34; he said at an event this month. &#34;The accident didn&#39;t happen. Do you say, &#39;Man, it was a stupid decision to buy car insurance?&#39; No.&#34;</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>The Fed's Game Plan on Interest-Rate Cuts Keeps Shifting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed's Game Plan on Interest-Rate Cuts Keeps Shifting\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\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\">2024-12-16 14:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Nick Timiraos</p><p>Federal Reserve Chair Jerome Powell had to reassure some skeptical colleagues that the central bank wouldn&#39;t inadvertently send signals of distress when he led them to start lowering borrowing costs at the end of the summer with a gutsy, larger-than-usual half-point reduction.</p><p>Now, they are confronting another potential hinge point. Officials lowered their benchmark rate again in November, by a quarter point. Investors widely expect a third consecutive rate cut this week.</p><p>Powell is trying to find the right gear amid signs the labor market is less wobbly and inflation is a touch firmer than they appeared in September. He faces misgivings from some colleagues over continuing to cut and less conviction from others who strongly backed those first two moves. One option this week would be to cut by a quarter point, then use new economic projections to strongly hint that the central bank is ready to go more slowly on the reductions.</p><p>&#34;Right now, either a cut or a hold could be justified,&#34; said Jon Faust, who served as a senior adviser to Powell from 2018 until earlier this year. What officials say about the path of the fed-funds rate is likely to be &#34;more important than whatever they decide about the December meeting in particular.&#34;</p><p>The fed-funds rate influences borrowing costs throughout the economy, including rates on mortgages, credit cards and auto loans. Raising it tends to curb hiring, spending and investment, while lowering it spurs such activity. But those effects work with what economists call long and variable lags, which means central bankers might not know for a year or more if they have tightened too much or too little.</p><p><strong>Going too far, or not far enough</strong></p><p>A few officials have suggested they would argue against cutting this week. These &#34;hawks&#34; are fearful of squandering the Fed&#39;s credibility by allowing inflation to remain well above their target for a fourth or fifth year.</p><p>Even if officials still think price growth will gradually slow to their target, some could be less confident in that forecast due to promises by President-elect Donald Trump to deport workers and impose tariffs when he takes office next month. Those steps could reverse two developments that have underpinned officials&#39; sanguine inflation forecasts: falling prices of goods and a slowdown in wage growth.</p><p>&#34;If I were sitting on the committee right now as a voting member, I would dissent against a cut,&#34; said Eric Rosengren, who served as Boston Fed president from 2007 to 2021.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/71f4af1a0173120cab4c5e4a3144345d\" tg-width=\"700\" tg-height=\"467\"/></p><p>They are also uneasy that euphoric conditions in the stock market and for speculative assets such as bitcoin could provide grist for spending that keeps inflation entrenched. Given recent economic activity, &#34;it&#39;s hard to think that the level of interest rates is restrictive at this point,&#34; said Fed governor Michelle Bowman in a speech this month.</p><p>Dallas Fed President Lorie Logan warned against cutting too far on what she views as a mistaken belief that a more &#34;normal&#34; interest rate for the economy is much lower. She compared the situation to a ship captain whose depth finder might mistake mud for water.</p><p>Another group of officials, including Powell, have suggested they share that concern but don&#39;t think the Fed is at risk of cutting too much -- yet -- given how high they lifted rates over the past two years.</p><p>&#34;We&#39;re mindful of the risk that we go too far, too fast, but also of the risk that we don&#39;t go far enough,&#34; Powell said last month. &#34;It seems like we&#39;re right where we need to be.&#34;</p><p>Labor markets remain in a delicate equilibrium. Hiring rates are low, but so are layoffs. The economy has added more than 140,000 jobs on average over the six months through November, a respectable figure. But the unemployment rate has drifted up to 4.2%, from 3.7% at the beginning of the year.</p><p>The sectors of the economy that are most sensitive to high rates, such as housing, have been slow to benefit from recent cuts.</p><p><strong>Behind closed doors</strong></p><p>A big part of Powell&#39;s job is to forge agreement among a sometimes-unwieldy committee of 18 other officials. That has been difficult at times because inflation has declined in fits and starts over the past year.</p><p>Some hawkish officials who had been averse to signaling an end to rate hikes began to change their tune one year ago, after a string of friendlier inflation reports. In economic projections at the December 2023 meeting, Fed governor Christopher Waller penciled in six cuts of a quarter point for 2024 -- more than any of his colleagues. (Later, when inflation stalled in the spring, Waller suggested that the Fed could stand pat until the end of this year.)</p><p>For months, Powell and his colleagues insisted they needed a credible entry point to start cutting. &#34;The first time you change direction, it takes on perhaps more importance than it should,&#34; said Faust. &#34;People take it as a signal of the all-clear being given.&#34;</p><p>By Labor Day, Powell was growing more nervous of the risk that the central bank, humbled by getting inflation so wrong in 2021, would overcompensate by keeping rates too high as rate-sensitive sectors of the economy froze.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/90ef75477c2ca231802b42bf5e6b6e85\" tg-width=\"700\" tg-height=\"466\"/></p><p>The labor market began to send signs of a potentially sharper-than-expected slowdown, with the unemployment rate ticking up to 4.3% in data released in August. Inflation had resumed its earlier decline.</p><p>Fed officials typically prefer to choreograph big moves without provoking surprise in markets. On Sept. 6, the last day before officials began to observe their traditional premeeting &#34;quiet period,&#34; a pair of speeches led investors to think a smaller quarter point was preferred.</p><p>But behind closed doors and huddled with a smaller circle of advisers, Powell concluded they should start with the larger half-point cut. The idea took a page from former Fed Chairman Alan Greenspan, who often persuaded his colleagues by framing policy choices as managing different risks.</p><p>In this case, the risk of regretting the bigger rate cut was deemed to be very low. They had waited so long to cut rates that, even if the economy zipped along, most officials thought they could simply slow down several further anticipated cuts. By contrast, making a smaller cut only to discover the labor market was slowing sharply would be a much more difficult problem to fix.</p><p><strong>A lone dissent</strong></p><p>Powell typically consults by phone with all 12 regional bank presidents and meets with the six other Washington-based governors on the Thursday and Friday before the coming week&#39;s meeting. Powell and his staff also circulate a series of briefing documents that lay out the arguments for three different policy choices.</p><p>Some needed little convincing to start big. Others were uneasy. Past reductions of a half point coincided with more dramatic financial stress. Bowman, who had been warning of latent risks of more-stubborn inflation, knew when she saw those policy briefing materials that she wouldn&#39;t be able to support Powell&#39;s proposal. She ended up casting a dissenting vote -- the first since 2005 by a Fed governor.</p><p>To avoid multiple dissents and win over colleagues who shared her reservations, Powell convinced them that he could sell the decision in subsequent public remarks as a recalibration made from a position of strength, and not the start of a panicky sprint to lower rates.</p><p>&#34;There&#39;s nothing...that suggests the committee is in a rush to get this done,&#34; Powell said at a press conference after the meeting. Instead, he characterized the &#34;good, strong start&#34; to cutting rates &#34;as a sign of our commitment not to get behind.&#34;</p><p>Revisions to government data a few weeks after the meeting showed income growth and personal savings rates had been stronger than initially reported. That removed sources of anxiety about a potential recession -- and suggested maybe the larger move hadn&#39;t been needed.</p><p>Waller, who had initially favored a smaller cut but was persuaded to back the larger move, dismissed a question recently over whether he regretted the decision. He compared it to buying car insurance.</p><p>&#34;You say, &#39;Why am I buying car insurance? Because I might have an accident,&#39;&#34; he said at an event this month. &#34;The accident didn&#39;t happen. Do you say, &#39;Man, it was a stupid decision to buy car insurance?&#39; No.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","QQQ":"纳指100ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2491338666","content_text":"By Nick TimiraosFederal Reserve Chair Jerome Powell had to reassure some skeptical colleagues that the central bank wouldn't inadvertently send signals of distress when he led them to start lowering borrowing costs at the end of the summer with a gutsy, larger-than-usual half-point reduction.Now, they are confronting another potential hinge point. Officials lowered their benchmark rate again in November, by a quarter point. Investors widely expect a third consecutive rate cut this week.Powell is trying to find the right gear amid signs the labor market is less wobbly and inflation is a touch firmer than they appeared in September. He faces misgivings from some colleagues over continuing to cut and less conviction from others who strongly backed those first two moves. One option this week would be to cut by a quarter point, then use new economic projections to strongly hint that the central bank is ready to go more slowly on the reductions.\"Right now, either a cut or a hold could be justified,\" said Jon Faust, who served as a senior adviser to Powell from 2018 until earlier this year. What officials say about the path of the fed-funds rate is likely to be \"more important than whatever they decide about the December meeting in particular.\"The fed-funds rate influences borrowing costs throughout the economy, including rates on mortgages, credit cards and auto loans. Raising it tends to curb hiring, spending and investment, while lowering it spurs such activity. But those effects work with what economists call long and variable lags, which means central bankers might not know for a year or more if they have tightened too much or too little.Going too far, or not far enoughA few officials have suggested they would argue against cutting this week. These \"hawks\" are fearful of squandering the Fed's credibility by allowing inflation to remain well above their target for a fourth or fifth year.Even if officials still think price growth will gradually slow to their target, some could be less confident in that forecast due to promises by President-elect Donald Trump to deport workers and impose tariffs when he takes office next month. Those steps could reverse two developments that have underpinned officials' sanguine inflation forecasts: falling prices of goods and a slowdown in wage growth.\"If I were sitting on the committee right now as a voting member, I would dissent against a cut,\" said Eric Rosengren, who served as Boston Fed president from 2007 to 2021.They are also uneasy that euphoric conditions in the stock market and for speculative assets such as bitcoin could provide grist for spending that keeps inflation entrenched. Given recent economic activity, \"it's hard to think that the level of interest rates is restrictive at this point,\" said Fed governor Michelle Bowman in a speech this month.Dallas Fed President Lorie Logan warned against cutting too far on what she views as a mistaken belief that a more \"normal\" interest rate for the economy is much lower. She compared the situation to a ship captain whose depth finder might mistake mud for water.Another group of officials, including Powell, have suggested they share that concern but don't think the Fed is at risk of cutting too much -- yet -- given how high they lifted rates over the past two years.\"We're mindful of the risk that we go too far, too fast, but also of the risk that we don't go far enough,\" Powell said last month. \"It seems like we're right where we need to be.\"Labor markets remain in a delicate equilibrium. Hiring rates are low, but so are layoffs. The economy has added more than 140,000 jobs on average over the six months through November, a respectable figure. But the unemployment rate has drifted up to 4.2%, from 3.7% at the beginning of the year.The sectors of the economy that are most sensitive to high rates, such as housing, have been slow to benefit from recent cuts.Behind closed doorsA big part of Powell's job is to forge agreement among a sometimes-unwieldy committee of 18 other officials. That has been difficult at times because inflation has declined in fits and starts over the past year.Some hawkish officials who had been averse to signaling an end to rate hikes began to change their tune one year ago, after a string of friendlier inflation reports. In economic projections at the December 2023 meeting, Fed governor Christopher Waller penciled in six cuts of a quarter point for 2024 -- more than any of his colleagues. (Later, when inflation stalled in the spring, Waller suggested that the Fed could stand pat until the end of this year.)For months, Powell and his colleagues insisted they needed a credible entry point to start cutting. \"The first time you change direction, it takes on perhaps more importance than it should,\" said Faust. \"People take it as a signal of the all-clear being given.\"By Labor Day, Powell was growing more nervous of the risk that the central bank, humbled by getting inflation so wrong in 2021, would overcompensate by keeping rates too high as rate-sensitive sectors of the economy froze.The labor market began to send signs of a potentially sharper-than-expected slowdown, with the unemployment rate ticking up to 4.3% in data released in August. Inflation had resumed its earlier decline.Fed officials typically prefer to choreograph big moves without provoking surprise in markets. On Sept. 6, the last day before officials began to observe their traditional premeeting \"quiet period,\" a pair of speeches led investors to think a smaller quarter point was preferred.But behind closed doors and huddled with a smaller circle of advisers, Powell concluded they should start with the larger half-point cut. The idea took a page from former Fed Chairman Alan Greenspan, who often persuaded his colleagues by framing policy choices as managing different risks.In this case, the risk of regretting the bigger rate cut was deemed to be very low. They had waited so long to cut rates that, even if the economy zipped along, most officials thought they could simply slow down several further anticipated cuts. By contrast, making a smaller cut only to discover the labor market was slowing sharply would be a much more difficult problem to fix.A lone dissentPowell typically consults by phone with all 12 regional bank presidents and meets with the six other Washington-based governors on the Thursday and Friday before the coming week's meeting. Powell and his staff also circulate a series of briefing documents that lay out the arguments for three different policy choices.Some needed little convincing to start big. Others were uneasy. Past reductions of a half point coincided with more dramatic financial stress. Bowman, who had been warning of latent risks of more-stubborn inflation, knew when she saw those policy briefing materials that she wouldn't be able to support Powell's proposal. She ended up casting a dissenting vote -- the first since 2005 by a Fed governor.To avoid multiple dissents and win over colleagues who shared her reservations, Powell convinced them that he could sell the decision in subsequent public remarks as a recalibration made from a position of strength, and not the start of a panicky sprint to lower rates.\"There's nothing...that suggests the committee is in a rush to get this done,\" Powell said at a press conference after the meeting. Instead, he characterized the \"good, strong start\" to cutting rates \"as a sign of our commitment not to get behind.\"Revisions to government data a few weeks after the meeting showed income growth and personal savings rates had been stronger than initially reported. That removed sources of anxiety about a potential recession -- and suggested maybe the larger move hadn't been needed.Waller, who had initially favored a smaller cut but was persuaded to back the larger move, dismissed a question recently over whether he regretted the decision. He compared it to buying car insurance.\"You say, 'Why am I buying car insurance? Because I might have an accident,'\" he said at an event this month. \"The accident didn't happen. Do you say, 'Man, it was a stupid decision to buy car insurance?' No.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382181998608784,"gmtCreate":1734350292020,"gmtModify":1734350295829,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382181998608784","repostId":"1116250698","repostType":4,"repost":{"id":"1116250698","kind":"news","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1734347671,"share":"https://ttm.financial/m/news/1116250698?lang=&edition=fundamental","pubTime":"2024-12-16 19:14","market":"hk","language":"en","title":"Trump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies","url":"https://stock-news.laohu8.com/highlight/detail?id=1116250698","media":"Reuters","summary":"Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blo","content":"<html><head></head><body><p>Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.</p><p>The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.</p><p>The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.</p><p>Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.</p><p>The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.</p><p>Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.</p><p>The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the &#34;national defense supply chain and critical infrastructure.”</p><p>While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.</p><p>The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.</p><p>A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.</p><p>Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.</p><p>&#34;When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,&#34; Leavitt said in a statement.</p><h2 id=\"id_3405983893\" style=\"text-align: start;\">ALLOWING MORE TAILPIPE POLLUTION</h2><p>Automakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.</p><p>But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.</p><p>The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.</p><p>California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.</p><p>Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.</p><p>The proposals include:</p><p>– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.</p><p>The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.</p><p>– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.</p><p>– Expanding export restrictions on EV battery technology to adversarial nations.</p><p>– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.</p><p>– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.</p><p>– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.</p><p>– Ending DOD programs aimed at purchasing or developing electric military vehicles.</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>Trump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies</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\">\nTrump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-16 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.</p><p>The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.</p><p>The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.</p><p>Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.</p><p>The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.</p><p>Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.</p><p>The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the &#34;national defense supply chain and critical infrastructure.”</p><p>While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.</p><p>The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.</p><p>A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.</p><p>Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.</p><p>&#34;When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,&#34; Leavitt said in a statement.</p><h2 id=\"id_3405983893\" style=\"text-align: start;\">ALLOWING MORE TAILPIPE POLLUTION</h2><p>Automakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.</p><p>But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.</p><p>The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.</p><p>California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.</p><p>Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.</p><p>The proposals include:</p><p>– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.</p><p>The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.</p><p>– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.</p><p>– Expanding export restrictions on EV battery technology to adversarial nations.</p><p>– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.</p><p>– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.</p><p>– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.</p><p>– Ending DOD programs aimed at purchasing or developing electric military vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLNK":"Blink Charging","RIVN":"Rivian Automotive, Inc.","01211":"比亚迪股份","XPEV":"小鹏汽车","LCID":"Lucid Group Inc","LI":"理想汽车","TSLA":"特斯拉","CHPT":"ChargePoint Holdings Inc.","EVGO":"EVgo Inc.","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116250698","content_text":"Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the \"national defense supply chain and critical infrastructure.”While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.\"When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,\" Leavitt said in a statement.ALLOWING MORE TAILPIPE POLLUTIONAutomakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.The proposals include:– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.– Expanding export restrictions on EV battery technology to adversarial nations.– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.– Ending DOD programs aimed at purchasing or developing electric military vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382216332370072,"gmtCreate":1734294787970,"gmtModify":1734294791877,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382216332370072","repostId":"381219867439232","repostType":1,"repost":{"id":381219867439232,"gmtCreate":1734095173779,"gmtModify":1734120604474,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Which Companies Are Essential to Your Daily Life?","htmlText":"In daily life, major tech giants are everywhere. For example, I use <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , though for Chinese users, Taobao of <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> is more commonly used.For transportation","listText":"In daily life, major tech giants are everywhere. For example, I use <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , though for Chinese users, Taobao of <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> is more commonly used.For transportation","text":"In daily life, major tech giants are everywhere. For example, I use $Apple(AAPL)$ products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for $Microsoft(MSFT)$ system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. $Alphabet(GOOG)$ is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves $Amazon.com(AMZN)$ , though for Chinese users, Taobao of $Alibaba(BABA)$ is more commonly used.For transportation","images":[{"img":"https://community-static.tradeup.com/news/92709a46e8f470f744beb68f8cac3206","width":"795","height":"282"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381219867439232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382022767607808,"gmtCreate":1734248059721,"gmtModify":1734248063262,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382022767607808","repostId":"1163953761","repostType":4,"repost":{"id":"1163953761","kind":"news","pubTimestamp":1734223618,"share":"https://ttm.financial/m/news/1163953761?lang=&edition=fundamental","pubTime":"2024-12-15 08:46","market":"hk","language":"en","title":"Xiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1163953761","media":"Tiger Newspress","summary":"‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having cr","content":"<html><head></head><body><ul style=\"\"><li><p>‘Few believed’ EV push would succeed: Huatai Asset HK’s Feng</p></li><li><p>Launch of YU7 SUV in 2025 could provide next big stock boost</p></li></ul><p>Xiaomi Corp. is rapidly closing in on a new all-time-high share price, having cracked the crowded market for electric vehicles in a repeat of its earlier success with smartphones.</p><p>Its stock has surged 101% this year, outpacing global peers, on the company’s surprisingly quick rise in China’s EV market to challenge leaders BYD Co. and Tesla Inc. The next big leg up may come as Xiaomi prepares for the possible summer launch of its next model, a pure electric sport utility vehicle.</p><p>Investors are hoping to see a similar trajectory to when Xiaomi launched its first smartphone in 2011 and grew within a few years to rival Apple Inc. and Samsung Electronics Co., making its founder Lei Jun a billionaire in the process. Xiaomi’s Hong Kong-listed shares are now about 10% away from their 2021 peak.</p><p>“Xiaomi is the dark horse,” said Shuyan Feng, deputy general manager for investment management at Huatai Asset Management (Hong Kong) Co. “When Lei Jun touted Xiaomi’s $10 billion foray into the EV market, there was serious discounting of the stock, and few believed it would actually make it given how competitive this market is.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f833fb9b568d30352fa9b7fc6a2c7d1\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Xiaomi’s stock has outperformed global gauges of auto and smartphone makers amid cloudy prospects for recoveries in markets for their products. Its strong EV debut is notable in a year when Chinese upstarts like Nio Inc. and Li Auto Inc. have struggled with worries over the demand outlook, weighing on their share prices.</p><p>Beijing-based Xiaomi reported stronger-than-expected sales growth for the September quarter, with the new EV business accounting for about 10% of its total revenue. The company made quick inroads by leveraging the marketing capabilities and strong appeal among young consumers it cultivated in smartphones.</p><p>Xiaomi has forecast 130,000 deliveries for its SU7 sedan this year, a target it has raised twice. The vehicle is available in nine color and features smart driving functionality plus a connected entertainment system. Analysts expect the company’s total sales to more than double in 2025 with the launch of its YU7 SUV.</p><p>“Xiaomi’s EV business could overtake smartphones as the company’s key sales-growth driver in 2025,” Bloomberg Intelligence analyst Steven Tseng wrote in a note. Its next model “might spur EV sales growth of 137% in 2025 due to the popularity of larger vehicles in China and a ramp-up in capacity at its second EV factory.”</p><p>Despite uncertainties in the macroeconomy, China remains the world’s largest passenger EV market, with sales set to exceed 11 million units this year, according to BloombergNEF.</p><p>Competition is fierce and continues to grow, with other late entrants including tech titan Huawei Technologies Co. Analysts at Macquarie Group Ltd. expect Xiaomi may be able to gain further market share with the YU7, which it expects to be priced at 250,000 yuan to 330,000 yuan ($34,000-$45,000).</p><p>The previous record high for Xiaomi’s stock was set nearly four years ago, just before it was briefly added to a US blacklist by outgoing President Donald Trump. While analysts expect limited impact from tariffs under Trump’s second term given Xiaomi’s limited sales exposure to the US, parts procurement from American suppliers could be affected.</p><p>Valuations are another concerns after Xiaomi’s huge rally. The shares are currently trading at about 27 times forward earnings estimates, above the five-year median of 21 times.</p><p>Analysts remain bullish on the stock, however, with 42 buy recommendations versus just one hold and one sell. Bulls note that profitability has been impressive in the EV business so far.</p><p>“Its a company that’s extremely good at controlling costs in a complicated manufacturing process,” said Xiao Feng, co-head of China industrial research at CLSA Hong Kong. “I think, partially, you should give the credit to their experience in making smartphones, which also has a very long, complicated supply chain.”</p></body></html>","source":"lsy1651199519710","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>Xiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record</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\">\nXiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-15 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163953761","content_text":"‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having cracked the crowded market for electric vehicles in a repeat of its earlier success with smartphones.Its stock has surged 101% this year, outpacing global peers, on the company’s surprisingly quick rise in China’s EV market to challenge leaders BYD Co. and Tesla Inc. The next big leg up may come as Xiaomi prepares for the possible summer launch of its next model, a pure electric sport utility vehicle.Investors are hoping to see a similar trajectory to when Xiaomi launched its first smartphone in 2011 and grew within a few years to rival Apple Inc. and Samsung Electronics Co., making its founder Lei Jun a billionaire in the process. Xiaomi’s Hong Kong-listed shares are now about 10% away from their 2021 peak.“Xiaomi is the dark horse,” said Shuyan Feng, deputy general manager for investment management at Huatai Asset Management (Hong Kong) Co. “When Lei Jun touted Xiaomi’s $10 billion foray into the EV market, there was serious discounting of the stock, and few believed it would actually make it given how competitive this market is.”Xiaomi’s stock has outperformed global gauges of auto and smartphone makers amid cloudy prospects for recoveries in markets for their products. Its strong EV debut is notable in a year when Chinese upstarts like Nio Inc. and Li Auto Inc. have struggled with worries over the demand outlook, weighing on their share prices.Beijing-based Xiaomi reported stronger-than-expected sales growth for the September quarter, with the new EV business accounting for about 10% of its total revenue. The company made quick inroads by leveraging the marketing capabilities and strong appeal among young consumers it cultivated in smartphones.Xiaomi has forecast 130,000 deliveries for its SU7 sedan this year, a target it has raised twice. The vehicle is available in nine color and features smart driving functionality plus a connected entertainment system. Analysts expect the company’s total sales to more than double in 2025 with the launch of its YU7 SUV.“Xiaomi’s EV business could overtake smartphones as the company’s key sales-growth driver in 2025,” Bloomberg Intelligence analyst Steven Tseng wrote in a note. Its next model “might spur EV sales growth of 137% in 2025 due to the popularity of larger vehicles in China and a ramp-up in capacity at its second EV factory.”Despite uncertainties in the macroeconomy, China remains the world’s largest passenger EV market, with sales set to exceed 11 million units this year, according to BloombergNEF.Competition is fierce and continues to grow, with other late entrants including tech titan Huawei Technologies Co. Analysts at Macquarie Group Ltd. expect Xiaomi may be able to gain further market share with the YU7, which it expects to be priced at 250,000 yuan to 330,000 yuan ($34,000-$45,000).The previous record high for Xiaomi’s stock was set nearly four years ago, just before it was briefly added to a US blacklist by outgoing President Donald Trump. While analysts expect limited impact from tariffs under Trump’s second term given Xiaomi’s limited sales exposure to the US, parts procurement from American suppliers could be affected.Valuations are another concerns after Xiaomi’s huge rally. The shares are currently trading at about 27 times forward earnings estimates, above the five-year median of 21 times.Analysts remain bullish on the stock, however, with 42 buy recommendations versus just one hold and one sell. Bulls note that profitability has been impressive in the EV business so far.“Its a company that’s extremely good at controlling costs in a complicated manufacturing process,” said Xiao Feng, co-head of China industrial research at CLSA Hong Kong. “I think, partially, you should give the credit to their experience in making smartphones, which also has a very long, complicated supply chain.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381499055566920,"gmtCreate":1734170737784,"gmtModify":1734170741918,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381499055566920","repostId":"2491590845","repostType":2,"repost":{"id":"2491590845","kind":"highlight","pubTimestamp":1734161692,"share":"https://ttm.financial/m/news/2491590845?lang=&edition=fundamental","pubTime":"2024-12-14 15:34","market":"us","language":"en","title":"Coinbase Accused Of Sabotage: A 1 Billion Dollar Lawsuit!","url":"https://stock-news.laohu8.com/highlight/detail?id=2491590845","media":"CoinMarketCap","summary":"The crypto exchange Coinbase is currently at the center of a major controversy. BiT Global Digital Limited, a Hong Kong-based company, has filed a lawsuit against Coinbase, claiming more than $1 billion in damages. This lawsuit follows Coinbase’s decision to delist Wrapped Bitcoin  from its platforms, a decision which, according to BiT Global, aims to promote its own competing product, cbBTC.Coinbase announced the delisting of wBTC on November 19, 2024, citing unspecified failures to meet its crypto listing standards. However, BiT Global contests this justification, pointing out that Coinbase recently approved the listing of several memecoins, which calls into question the consistency of its listing criteria.Coinbase, for its part, maintains that its decision is based on a regular assessment of the assets listed on its crypto platform.This case could have significant repercussions on the crypto market, particularly concerning listing practices and competition between exchanges. Investo","content":"<html><body><p>The crypto exchange Coinbase is currently at the center of a major controversy. BiT Global Digital Limited, a Hong Kong-based company, has filed a lawsuit against Coinbase, claiming more than $1 billion in damages. This lawsuit follows Coinbase’s decision to delist Wrapped Bitcoin (wBTC) from its platforms, a decision which, according to BiT Global, aims to promote its own competing product, cbBTC.</p>\n<h2>Crypto exchange: Coinbase sued for sabotage</h2>\n<p>Coinbase announced the delisting of wBTC on November 19, 2024, citing unspecified failures to meet its crypto listing standards. However, BiT Global contests this justification, pointing out that Coinbase recently approved the listing of several memecoins, which calls into question the consistency of its listing criteria.</p>\n<div>\n<div>\n</div>\n</div>\n<p>As a result, the complaint filed on December 13, 2024, accuses Coinbase of anti-competitive behavior and market sabotage. BiT Global claims that the delisting of wBTC caused massive financial losses and eroded consumer trust in wBTC. According to BiT Global’s lawyers, this decision by Coinbase represents an attempt to monopolize the wrapped Bitcoin market, in violation of the Sherman Act on anti-competitive practices.</p>\n<div>€20 bonus for registering on Bitvavo This link uses an affiliate program.\n</div>\n<h2>More than $1 billion in damages</h2>\n<p>The complaint seeks to obtain damages exceeding $1 billion and includes requests for injunctive measures to prevent further harm. Kevin Kneupper, the lawyer representing BiT Global, stated: “We believe this decision sets a terrible precedent for the entire cryptocurrency space. If a platform as large as Coinbase can delist a crypto just at the moment when it launches its own competing product (cbBTC), who is safe? And who will be next?”.</p>\n<p>Coinbase, for its part, maintains that its decision is based on a regular assessment of the assets listed on its crypto platform.</p>\n<p>This case could have significant repercussions on the crypto market, particularly concerning listing practices and competition between exchanges. Investors will closely follow the progress of this trial to see how it might influence the future of regulation and competition in this ever-growing sector.</p></body></html>","source":"coinmarketcap_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>Coinbase Accused Of Sabotage: A 1 Billion Dollar Lawsuit!</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\">\nCoinbase Accused Of Sabotage: A 1 Billion Dollar Lawsuit!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-14 15:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://coinmarketcap.com/community/articles/675d351e5a88b630426de430/><strong>CoinMarketCap</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The crypto exchange Coinbase is currently at the center of a major controversy. BiT Global Digital Limited, a Hong Kong-based company, has filed a lawsuit against Coinbase, claiming more than $1 ...</p>\n\n<a href=\"https://coinmarketcap.com/community/articles/675d351e5a88b630426de430/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://academy-public.coinmarketcap.com/srd-optimized-uploads/92dc64738ad34090a5aa3366d11011ad.jpeg","relate_stocks":{"BK4596":"哈里斯概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4595":"比特币概念","BK4539":"次新股","BK4588":"碎股","BK4516":"特朗普概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4600":"加密货币概念","BK4554":"元宇宙及AR概念","BK4112":"金融交易所和数据","COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念"},"source_url":"https://coinmarketcap.com/community/articles/675d351e5a88b630426de430/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2491590845","content_text":"The crypto exchange Coinbase is currently at the center of a major controversy. BiT Global Digital Limited, a Hong Kong-based company, has filed a lawsuit against Coinbase, claiming more than $1 billion in damages. This lawsuit follows Coinbase’s decision to delist Wrapped Bitcoin (wBTC) from its platforms, a decision which, according to BiT Global, aims to promote its own competing product, cbBTC.\nCrypto exchange: Coinbase sued for sabotage\nCoinbase announced the delisting of wBTC on November 19, 2024, citing unspecified failures to meet its crypto listing standards. However, BiT Global contests this justification, pointing out that Coinbase recently approved the listing of several memecoins, which calls into question the consistency of its listing criteria.\n\n\n\n\nAs a result, the complaint filed on December 13, 2024, accuses Coinbase of anti-competitive behavior and market sabotage. BiT Global claims that the delisting of wBTC caused massive financial losses and eroded consumer trust in wBTC. According to BiT Global’s lawyers, this decision by Coinbase represents an attempt to monopolize the wrapped Bitcoin market, in violation of the Sherman Act on anti-competitive practices.\n€20 bonus for registering on Bitvavo This link uses an affiliate program.\n\nMore than $1 billion in damages\nThe complaint seeks to obtain damages exceeding $1 billion and includes requests for injunctive measures to prevent further harm. Kevin Kneupper, the lawyer representing BiT Global, stated: “We believe this decision sets a terrible precedent for the entire cryptocurrency space. If a platform as large as Coinbase can delist a crypto just at the moment when it launches its own competing product (cbBTC), who is safe? And who will be next?”.\nCoinbase, for its part, maintains that its decision is based on a regular assessment of the assets listed on its crypto platform.\nThis case could have significant repercussions on the crypto market, particularly concerning listing practices and competition between exchanges. Investors will closely follow the progress of this trial to see how it might influence the future of regulation and competition in this ever-growing sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284772558180656,"gmtCreate":1710530738271,"gmtModify":1710530743034,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Good read and informative for right decision.","listText":"Good read and informative for right decision.","text":"Good read and informative for right decision.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284772558180656","repostId":"1189493524","repostType":2,"repost":{"id":"1189493524","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1710512319,"share":"https://ttm.financial/m/news/1189493524?lang=&edition=fundamental","pubTime":"2024-03-15 22:18","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1189493524","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s l","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</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>Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More\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\">2024-03-15 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","MU":"美光科技","TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189493524","content_text":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”Bank of America reiterates Adobe as buyBank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”Citi upgrades Thor Industries to buy from neutralCiti said it see a “favorable event path” for the RV company.“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”Morgan Stanley downgrades Republic Services to equal weight from overweightMorgan Stanley downgraded the stock adding it sees a more balanced risk/reward.“RSG has outperformed the S&P 500 and Waste peers by 12% Y/Y.”Citi initiates Pure Storage as buyCiti said in its initiation of Pure Storage that the data storage company is an AI beneficiary.“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”UBS upgrades Paccar and Cummins to buy from neutralUBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”Morgan Stanley reiterates Microsoft as buyMorgan Stanley said the computer is the “cybersecurity leader.”“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”Baird reiterates Nvidia as outperformBaird said it sees a slew of positive catalysts heading into the company’s GTC event next week.“Nvidia continues to demand more capacity for this year based on continued strong demand.”JPMorgan reiterates Coinbase as neutralJPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”Baird reiterates Tesla as outperformBaird said Tesla as a prime beneficiary of AI in renewable energy.“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”Telsey upgrades Dollar General to outperform from market performTelsey said in its upgrade of Dollar General that management is stabilizing.“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”Guggenheim upgrades Snowflake to neutral from sellGuggenheim said in its upgrade of the stock that it sees partner sentiment improving.“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”Piper Sandler upgrades DoorDash to neutral from underweightPiper said in its upgrade of DoorDash that fundamentals are improving.“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”Citi reiterates Apple as buyCiti said it’s standing by its buy rating on shares of Apple.“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”Morgan Stanley upgrades nCino to equal weight under weightMorgan Stanley said it sees improving revenue growth for the software company.“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”Bank of America reiterates Amazon as buyBank of America said it’s bullish heading into Amazon’s Spring Sales event next week.“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”Citi reiterates Micron as buyCiti raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.“Micron remains our top pick and Buy-rated.”Piper Sandler names Stellantis a top pickPiper said the auto manufacturer is setting the “standard.”“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”JPMorgan adds a positive catalyst watch on PDDJPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”RBC initiates Five9 as outperformRBC said shares of the software company are undervalued.“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”Bank of America initiates TKO Group as buyBank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”Bank of America upgrades Valero Energy and HF Sinclair to buy from neutralBank of America upgraded several refiners on Friday and said they are due for a rerating.“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”Truist initiates Golden Entertainment as buyTruist said the casino company is a “Nevada pure-play with a unique footprint.”“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”JPMorgan reiterates Eli Lilly as overweightJPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281449589641376,"gmtCreate":1709741790719,"gmtModify":1709741794382,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Right choice on the dip.","listText":"Right choice on the dip.","text":"Right choice on the dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281449589641376","repostId":"2417421967","repostType":2,"repost":{"id":"2417421967","kind":"highlight","pubTimestamp":1709669640,"share":"https://ttm.financial/m/news/2417421967?lang=&edition=fundamental","pubTime":"2024-03-06 04:14","market":"us","language":"en","title":"5 Stocks Surging on AI Mania","url":"https://stock-news.laohu8.com/highlight/detail?id=2417421967","media":"InvestorPlace","summary":"Artificial intelligence just keeps heating up the stock market and these 5 AI stocks have even more room to run. Here's what to know now.","content":"<html><body><article>\n<header>\n<div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-768x432.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-1536x864.jpg 1536w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2023/02/artificial-intelligence-ai-green-1600.jpg 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: shutterstock.com/Victor Runov</p>\n</figcaption>\n</figure>\n<div>\n<p>In March 2000, networking giant <strong>Cisco Systems </strong>(NASDAQ:<strong>CSCO</strong>) became the most valuable company in the world. No firm had yet mastered making money from the internet, and Cisco’s LAN network switches were the closest thing investors could find.</p>\n<p>Of course, Cisco’s shares would eventually fall back to Earth. By 2002, the networking firm had lost 80% of its market value after investors realized they got too far ahead of themselves. It would have been impossible to know that the age of the internet would eventually be dominated by a has-been computer maker (Apple), a widely disliked operating systems firm (Microsoft), a lossmaking e-commerce startup (Amazon), and a 2-year-old search engine that had barely begun selling ads (Google). Facebook’s Mark Zuckerberg was still in high school.</p>\n<p>Twenty-three years later, Cisco’s shares remain a third below their dot-com peak.</p>\n<p>The same hand-wringing is now happening with AI stocks. Shares of companies like <strong>Nvidia </strong>(NASDAQ:<strong>NVDA</strong>) and <strong>Arm</strong> (NASDAQ:<strong>ARM</strong>) have risen so quickly that many analysts are now talking about “irrational exuberance” in AI-related valuations. Surely, these stocks can’t keep going up forever?</p>\n<p>Yet, two factors suggest that they will… at least in the near term.</p>\n<ol><li>Today’s AI companies (particularly the chipmakers) look more like the computer makers of the 1970s and 1980s than the dot-com companies of the 1990 and 2000s. Unlike the open-sourced internet, early word processors were closed systems where innovators could create proprietary software and stay ahead of competitors. Nvidia’s CUDA software should remind investors of DOS dominance from <strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>). In other words, there’s a stronger business case for the top AI players this time around.</li>\n<li>Investors have increasingly embraced momentum. Academic studies (and my own MarketMasterAI system) have shown that high-returning companies tend to bring even greater future gains as latecomers rush in. The rise of quantitative funds and social media-based investing has turbocharged this effect. The Top 10 returning <strong>S&amp;P 500</strong> stocks from 2023 have already jumped 13% so far this year, versus a 5% average decline in the Bottom 10. Many smaller firms have done even better.</li>\n</ol><p>That’s why the writers at InvestorPlace.com – our free news and analysis website – zero in on five surging AI stocks. Though valuations will eventually correct, history tells us to never bet against market mania once it gets started. Might as well enjoy this ride while it lasts…</p>\n<h2>1. Super Micro (SMCI) +264% YTD</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2024/02/smci1600-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/02/smci1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/02/smci1600.png 1600w\" width=\"300\"/><div>Source: rafapress / Shutterstock.com</div></div><p>Larry Ramer highlights <strong>Super Micro Computer</strong> (NASDAQ:<strong>SMCI</strong>) as a key beneficiary of AI mania:</p>\n<blockquote>\n<p>The stock has a maximum Relative Strength score of 99 and a maximum Accumulation/Distribution rating of A+. Relative Strength measures a stock’s performance compared to the entire market over the last year, while Accumulation/Distribution shows the extent to which institutions have been buying a name over the last 13 weeks.</p>\n</blockquote>\n<p>Ramer also believes more upside is on the way, given Super Micro’s rapid growth. The company helps cloud computing firms install servers, and insatiable demand for AI-related gear has put the Silicon Valley-based company into overdrive. Analysts expect sales to rise another 203% this year, and for earnings to jump 81%. Shares of this high-flying firm have already risen more than 260% this year.</p>\n<p>Of course, momentum-based investors need to be increasingly cautious about this AI firm. The stock has recently become a fixture in social media circles, including on <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>’s r/WallStreetBets and Stocktwits, and that has historically caused extreme volatility on both upward and downward swings.</p>\n<p>So, no matter how bullish some of our InvestorPlace.com writers might be, trailing stop-loss orders are essential for preserving your hard-earned wealth when buying these volatile stocks. </p>\n<h2><span>2. Arm (ARM) +95% YTD</span></h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/02/arm1600-3.png 1600w\" width=\"300\"/><div>Source: Poetra.RH / Shutterstock.com</div></div><p>InvestorPlace writer Charles Munyi believes that even more upside is still ahead for Arm, which has already risen 95% this year.</p>\n<blockquote>\n<p>The company is enjoying AI tailwinds from data-center GPUs and more AI devices. Recently launched edge devices with AI capabilities, like Samsung Galaxy S24 or Google’s Gemini Nano Pixel 6, have boosted revenues. Additionally, on the data center front, training GPUs like the Grace Hopper 200 are running on Arm’s architecture. As AI devices grow, there will be a licensing growth tailwind.</p>\n</blockquote>\n<p>Arm essentially holds a monopoly over chip architecture in smartphone CPUs, which has historically granted the firm a $40 billion-$50 billion valuation. That’s roughly the value Nvidia offered Arm in 2019 in an attempted buyout.</p>\n<p>But Arm is now also growing its market share in data centers, which is currently dominated by x86 architecture. The company’s chips are more power-efficient than x86 models, and the trend toward containerized services favors Arm’s efficiency. The rise of electric vehicles, which are power constrained, also offers avenues for growth.</p>\n<p>Together, that suggests Arm is worth well into the $150 billion-$200 billion range, well beyond its current market values. The stock could be worth well over $200 per share within several years.</p>\n<p>That said, Arm will take a while to justify this valuation. The company currently trades at over 100X forward earnings, so it would need three to four years of hypergrowth to reach this intrinsic value. But by that point, it’s almost certain that Arm will have pushed even further ahead than where it is today.</p>\n<h2><span>3. SoundHound (SOUN) +133% YTD</span></h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/02/soun1600-1.png 1600w\" width=\"300\"/><div>Source: rafapress / Shutterstock.com</div></div><p>Shares of <strong>SoundHound </strong>(NASDAQ:<strong>SOUN</strong>) surged 63% after Nvidia revealed a stake in the voice-recognition company. The stock is now up more than 130% since January, making it the third-best performing AI stock on the market.</p>\n<p>Jeremy Flint believes more upside is ahead. He writes how SoundHound could be the next <strong>Palantir Technologies</strong> (NASDAQ:<strong>PLTR</strong>):</p>\n<blockquote>\n<p>SoundHound is a small-cap AI stock that may not stay small for long. The company is bringing AI into oft-overlooked fields within voice recognition, like helping restaurant operations improve order flow through AI voice assistance…</p>\n<p>Ongoing endorsement from the undisputed overall AI leader indicates that SoundHound has a bright future among AI stocks and could prove to soon be the next Palantir of voice-recognition software.</p>\n</blockquote>\n<p>He also notes that this isn’t the first time Nvidia has bought shares. The chipmaker was also involved in one of SoundHound’s earlier funding rounds in 2017.</p>\n<p>Nevertheless, investors should tread carefully (just as they should with every stock in this list). The company earns a D Grade on Louis Navellier’s Portfolio Grader for its history of negative earnings surprises and low profitability. So, investors may want to sell immediately at the first sign of trouble.</p>\n<h2>4. Nvidia (NVDA) +76% YTD</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/02/stocks-to-buy-nvda1600.png 1600w\" width=\"300\"/><div>Source: Ascannio / Shutterstock.com</div></div><p>Shares of Nvidia have surged 76% this year, pushing the company past both <strong>Amazon</strong> (NASDAQ:<strong>AMZN</strong>) and <strong>Alphabet</strong> (NASDAQ:<span><strong><u>GOOG</u></strong></span>, NASDAQ:<span><strong><u>GOOGL</u></strong></span>) by market capitalization.</p>\n<p>Chris MacDonald remains bullish on the stock, giving three clear reasons this week at InvestorPlace.com why the world’s dominant GPU maker could push past $1,000 this year.</p>\n<blockquote>\n<p>With the largest AI supply chain, Nvidia faces high demand, leading to a soaring stock price. Plus, with the launch of its H200 chips in 2024, its growth trajectory seems promising…</p>\n<p>Nvidia’s pivotal role in the AI realm is attributed to its hefty investment in research and development. Their relentless pursuit of innovation led to groundbreaking GPU architectures tailored for AI, ensuring a competitive edge and adaptability in a dynamic landscape.</p>\n</blockquote>\n<p>My own analysis suggests shares could become worth $1,600 by 2027. Competitors have struggled to catch up with Nvdia’s lead, and the company’s first-mover advantage keeps growing thanks to its proprietary CUDA software.</p>\n<h2>5. Palantir (PLTR) +42% YTD</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/02/pltr1600-4.png 1600w\" width=\"300\"/><div>Source: Mamun sheikh K / Shutterstock.com</div></div><p>I recommended <strong>Palantir</strong> (NYSE:<strong>PLTR</strong>) last month here as a stock to buy. Palantir is a behemoth when it comes to government-based work. And the rise of the AI Wars also could trigger interest from corporate America.</p>\n<p>Since then, Palantir’s shares have risen on fourth-quarter earnings, bringing its year-to-date gains to 42%. It’s the fifth-best performing AI stock this year.</p>\n<p>Louis and his team believe further upside is ahead. In a recent Market360 update, they note that Palantir earns a solid B in Portfolio Grader and say investors should consider buying as opportunities arise.</p>\n<blockquote>\n<p>During the past year, Palantir Technologies has effectively pivoted its primary focus from cybersecurity to AI technology…</p>\n<p>Our PLTR stock outlook calls for higher prices down the road, but the near term is hard to predict. Karp created a lot of hype for Palantir Technologies, and the company is richly valued now. So, it’s not a bad idea to start small and slowly if you’re building a Palantir stock position now.</p>\n</blockquote>\n<p>In short, Palantir is a highly profitable company that runs one of the best big-data and AI platforms on the market. Shares trade at roughly a 50% premium to current fair value, but continued growth will help Palantir’s shares fill in that gap within two years.</p>\n<p><em>On the date of publication, Thomas Yeung held no positions in any stock mentioned in this piece. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>\n<div><p>Tom Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit &amp; Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.</p></div><div><p>Technology, Artificial Intelligence</p></div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 109.622 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No firm had yet mastered making money from the ...</p>\n\n<a href=\"https://investorplace.com/2024/03/5-stocks-surging-on-ai-mania/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","QLD":"纳指两倍做多ETF","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","CSCO":"思科","GOOGL":"谷歌A","LU0171293334.USD":"贝莱德英国基金A2","LU0109392836.USD":"富兰克林科技股A",".IXIC":"NASDAQ Composite","GOOG":"谷歌","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","PLTR":"Palantir Technologies Inc.","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","AMZN":"亚马逊","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4514":"搜索引擎","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","PSQ":"纳指反向ETF","NVDA":"英伟达","BK4516":"特朗普概念","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4515":"5G概念","TQQQ":"纳指三倍做多ETF","SOUN":"SoundHound AI Inc","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0557290698.USD":"施罗德环球可持续增长基金","MSFT":"微软","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","ARM":"ARM Holdings","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","QQQ":"纳指100ETF","SMCI":"超微电脑","SQQQ":"纳指三倍做空ETF","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC"},"source_url":"https://investorplace.com/2024/03/5-stocks-surging-on-ai-mania/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417421967","content_text":"Source: shutterstock.com/Victor Runov\n\n\n\nIn March 2000, networking giant Cisco Systems (NASDAQ:CSCO) became the most valuable company in the world. No firm had yet mastered making money from the internet, and Cisco’s LAN network switches were the closest thing investors could find.\nOf course, Cisco’s shares would eventually fall back to Earth. By 2002, the networking firm had lost 80% of its market value after investors realized they got too far ahead of themselves. It would have been impossible to know that the age of the internet would eventually be dominated by a has-been computer maker (Apple), a widely disliked operating systems firm (Microsoft), a lossmaking e-commerce startup (Amazon), and a 2-year-old search engine that had barely begun selling ads (Google). Facebook’s Mark Zuckerberg was still in high school.\nTwenty-three years later, Cisco’s shares remain a third below their dot-com peak.\nThe same hand-wringing is now happening with AI stocks. Shares of companies like Nvidia (NASDAQ:NVDA) and Arm (NASDAQ:ARM) have risen so quickly that many analysts are now talking about “irrational exuberance” in AI-related valuations. Surely, these stocks can’t keep going up forever?\nYet, two factors suggest that they will… at least in the near term.\nToday’s AI companies (particularly the chipmakers) look more like the computer makers of the 1970s and 1980s than the dot-com companies of the 1990 and 2000s. Unlike the open-sourced internet, early word processors were closed systems where innovators could create proprietary software and stay ahead of competitors. Nvidia’s CUDA software should remind investors of DOS dominance from Microsoft (NASDAQ:MSFT). In other words, there’s a stronger business case for the top AI players this time around.\nInvestors have increasingly embraced momentum. Academic studies (and my own MarketMasterAI system) have shown that high-returning companies tend to bring even greater future gains as latecomers rush in. The rise of quantitative funds and social media-based investing has turbocharged this effect. The Top 10 returning S&P 500 stocks from 2023 have already jumped 13% so far this year, versus a 5% average decline in the Bottom 10. Many smaller firms have done even better.\nThat’s why the writers at InvestorPlace.com – our free news and analysis website – zero in on five surging AI stocks. Though valuations will eventually correct, history tells us to never bet against market mania once it gets started. Might as well enjoy this ride while it lasts…\n1. Super Micro (SMCI) +264% YTD\nSource: rafapress / Shutterstock.comLarry Ramer highlights Super Micro Computer (NASDAQ:SMCI) as a key beneficiary of AI mania:\n\nThe stock has a maximum Relative Strength score of 99 and a maximum Accumulation/Distribution rating of A+. Relative Strength measures a stock’s performance compared to the entire market over the last year, while Accumulation/Distribution shows the extent to which institutions have been buying a name over the last 13 weeks.\n\nRamer also believes more upside is on the way, given Super Micro’s rapid growth. The company helps cloud computing firms install servers, and insatiable demand for AI-related gear has put the Silicon Valley-based company into overdrive. Analysts expect sales to rise another 203% this year, and for earnings to jump 81%. Shares of this high-flying firm have already risen more than 260% this year.\nOf course, momentum-based investors need to be increasingly cautious about this AI firm. The stock has recently become a fixture in social media circles, including on Reddit’s r/WallStreetBets and Stocktwits, and that has historically caused extreme volatility on both upward and downward swings.\nSo, no matter how bullish some of our InvestorPlace.com writers might be, trailing stop-loss orders are essential for preserving your hard-earned wealth when buying these volatile stocks. \n2. Arm (ARM) +95% YTD\nSource: Poetra.RH / Shutterstock.comInvestorPlace writer Charles Munyi believes that even more upside is still ahead for Arm, which has already risen 95% this year.\n\nThe company is enjoying AI tailwinds from data-center GPUs and more AI devices. Recently launched edge devices with AI capabilities, like Samsung Galaxy S24 or Google’s Gemini Nano Pixel 6, have boosted revenues. Additionally, on the data center front, training GPUs like the Grace Hopper 200 are running on Arm’s architecture. As AI devices grow, there will be a licensing growth tailwind.\n\nArm essentially holds a monopoly over chip architecture in smartphone CPUs, which has historically granted the firm a $40 billion-$50 billion valuation. That’s roughly the value Nvidia offered Arm in 2019 in an attempted buyout.\nBut Arm is now also growing its market share in data centers, which is currently dominated by x86 architecture. The company’s chips are more power-efficient than x86 models, and the trend toward containerized services favors Arm’s efficiency. The rise of electric vehicles, which are power constrained, also offers avenues for growth.\nTogether, that suggests Arm is worth well into the $150 billion-$200 billion range, well beyond its current market values. The stock could be worth well over $200 per share within several years.\nThat said, Arm will take a while to justify this valuation. The company currently trades at over 100X forward earnings, so it would need three to four years of hypergrowth to reach this intrinsic value. But by that point, it’s almost certain that Arm will have pushed even further ahead than where it is today.\n3. SoundHound (SOUN) +133% YTD\nSource: rafapress / Shutterstock.comShares of SoundHound (NASDAQ:SOUN) surged 63% after Nvidia revealed a stake in the voice-recognition company. The stock is now up more than 130% since January, making it the third-best performing AI stock on the market.\nJeremy Flint believes more upside is ahead. He writes how SoundHound could be the next Palantir Technologies (NASDAQ:PLTR):\n\nSoundHound is a small-cap AI stock that may not stay small for long. The company is bringing AI into oft-overlooked fields within voice recognition, like helping restaurant operations improve order flow through AI voice assistance…\nOngoing endorsement from the undisputed overall AI leader indicates that SoundHound has a bright future among AI stocks and could prove to soon be the next Palantir of voice-recognition software.\n\nHe also notes that this isn’t the first time Nvidia has bought shares. The chipmaker was also involved in one of SoundHound’s earlier funding rounds in 2017.\nNevertheless, investors should tread carefully (just as they should with every stock in this list). The company earns a D Grade on Louis Navellier’s Portfolio Grader for its history of negative earnings surprises and low profitability. So, investors may want to sell immediately at the first sign of trouble.\n4. Nvidia (NVDA) +76% YTD\nSource: Ascannio / Shutterstock.comShares of Nvidia have surged 76% this year, pushing the company past both Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) by market capitalization.\nChris MacDonald remains bullish on the stock, giving three clear reasons this week at InvestorPlace.com why the world’s dominant GPU maker could push past $1,000 this year.\n\nWith the largest AI supply chain, Nvidia faces high demand, leading to a soaring stock price. Plus, with the launch of its H200 chips in 2024, its growth trajectory seems promising…\nNvidia’s pivotal role in the AI realm is attributed to its hefty investment in research and development. Their relentless pursuit of innovation led to groundbreaking GPU architectures tailored for AI, ensuring a competitive edge and adaptability in a dynamic landscape.\n\nMy own analysis suggests shares could become worth $1,600 by 2027. Competitors have struggled to catch up with Nvdia’s lead, and the company’s first-mover advantage keeps growing thanks to its proprietary CUDA software.\n5. Palantir (PLTR) +42% YTD\nSource: Mamun sheikh K / Shutterstock.comI recommended Palantir (NYSE:PLTR) last month here as a stock to buy. Palantir is a behemoth when it comes to government-based work. And the rise of the AI Wars also could trigger interest from corporate America.\nSince then, Palantir’s shares have risen on fourth-quarter earnings, bringing its year-to-date gains to 42%. It’s the fifth-best performing AI stock this year.\nLouis and his team believe further upside is ahead. In a recent Market360 update, they note that Palantir earns a solid B in Portfolio Grader and say investors should consider buying as opportunities arise.\n\nDuring the past year, Palantir Technologies has effectively pivoted its primary focus from cybersecurity to AI technology…\nOur PLTR stock outlook calls for higher prices down the road, but the near term is hard to predict. Karp created a lot of hype for Palantir Technologies, and the company is richly valued now. So, it’s not a bad idea to start small and slowly if you’re building a Palantir stock position now.\n\nIn short, Palantir is a highly profitable company that runs one of the best big-data and AI platforms on the market. Shares trade at roughly a 50% premium to current fair value, but continued growth will help Palantir’s shares fill in that gap within two years.\nOn the date of publication, Thomas Yeung held no positions in any stock mentioned in this piece. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nTom Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.Technology, Artificial Intelligence\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/03/5-stocks-surging-on-ai-mania/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276827143610448,"gmtCreate":1708610903124,"gmtModify":1708610910326,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276827143610448","repostId":"1170209806","repostType":2,"repost":{"id":"1170209806","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1708609914,"share":"https://ttm.financial/m/news/1170209806?lang=&edition=fundamental","pubTime":"2024-02-22 21:51","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170209806","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcem","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</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>Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More\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\">2024-02-22 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","COTY":"科蒂","RUN":"Sunrun Inc.","DASH":"DoorDash, Inc.","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170209806","content_text":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”UBS reiterates Nvidia as buy, but trims price targetUBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”Goldman Sachs reiterates buy rating on NvidiaGoldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”Morgan Stanley upgrades DoorDash to overweight from equal weightMorgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”RBC reiterates Rivian Automotive as sector performRBC said Rivian could be in trouble as the EV market stays under pressure.“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”Morgan Stanley reiterates overweight rating on Rivian AutomativeMorgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”UBS upgrades YPF to buy from neutralUBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.“We see indications that oil & gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”Jefferies reiterates Sunrun as buyJefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”Bernstein downgrades Wendy’s to market perform from outperformThe firm said growth expectations should be tempered in the near term.“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”TD Cowen upgrades Coty to outperform from market performTD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.“COTY is a premiumizing diversified global beauty powerhouse now driving best practices & prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty & global growth including China/Brazil.”Cantor Fitzgerald upgrades Root to overweight from neutralCantor said profitability for the fintech company will be tough to achieve in the near term.“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”Morgan Stanley says big-tech ‘under-owned’ compared to the S&P 500“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”BMO Capital Markets upgrades Remitly Global to outperform from market performBMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276826986717400,"gmtCreate":1708610882613,"gmtModify":1708610886534,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276826986717400","repostId":"1170209806","repostType":2,"repost":{"id":"1170209806","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1708609914,"share":"https://ttm.financial/m/news/1170209806?lang=&edition=fundamental","pubTime":"2024-02-22 21:51","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170209806","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcem","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</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>Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More\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\">2024-02-22 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","COTY":"科蒂","RUN":"Sunrun Inc.","DASH":"DoorDash, Inc.","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170209806","content_text":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”UBS reiterates Nvidia as buy, but trims price targetUBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”Goldman Sachs reiterates buy rating on NvidiaGoldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”Morgan Stanley upgrades DoorDash to overweight from equal weightMorgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”RBC reiterates Rivian Automotive as sector performRBC said Rivian could be in trouble as the EV market stays under pressure.“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”Morgan Stanley reiterates overweight rating on Rivian AutomativeMorgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”UBS upgrades YPF to buy from neutralUBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.“We see indications that oil & gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”Jefferies reiterates Sunrun as buyJefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”Bernstein downgrades Wendy’s to market perform from outperformThe firm said growth expectations should be tempered in the near term.“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”TD Cowen upgrades Coty to outperform from market performTD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.“COTY is a premiumizing diversified global beauty powerhouse now driving best practices & prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty & global growth including China/Brazil.”Cantor Fitzgerald upgrades Root to overweight from neutralCantor said profitability for the fintech company will be tough to achieve in the near term.“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”Morgan Stanley says big-tech ‘under-owned’ compared to the S&P 500“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”BMO Capital Markets upgrades Remitly Global to outperform from market performBMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201773363028096,"gmtCreate":1690297522018,"gmtModify":1690297525828,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201773363028096","repostId":"2354338651","repostType":2,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189778522685560,"gmtCreate":1687358168090,"gmtModify":1687358172060,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189778522685560","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189773947125888,"gmtCreate":1687357052832,"gmtModify":1687357056465,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189773947125888","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189764692639888,"gmtCreate":1687354794060,"gmtModify":1687354795655,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189764692639888","repostId":"1167082525","repostType":2,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189762751910152,"gmtCreate":1687354529770,"gmtModify":1687354533274,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189762751910152","repostId":"1151610726","repostType":2,"repost":{"id":"1151610726","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1687354241,"share":"https://ttm.financial/m/news/1151610726?lang=&edition=fundamental","pubTime":"2023-06-21 21:30","market":"us","language":"en","title":"Stocks Fall for a Third Day As Market Rally Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=1151610726","media":"Tiger Newspress","summary":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and ","content":"<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Fall for a Third Day As Market Rally Loses Steam</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Fall for a Third Day As Market Rally Loses Steam\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\">2023-06-21 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151610726","content_text":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&P 500 and Nasdaq Composite dipped 0.4% each.FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.“With the S&P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.As far as quarterly results, KB Home will report after the close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182852570075240,"gmtCreate":1685650818879,"gmtModify":1685650822641,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very informative.","listText":"Very informative.","text":"Very informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182852570075240","repostId":"182269390356600","repostType":1,"repost":{"id":182269390356600,"gmtCreate":1685526747296,"gmtModify":1685527639983,"author":{"id":"3527667700230874","authorId":"3527667700230874","name":"TigerTradingNotes","avatar":"https://community-static.tradeup.com/news/db3863887ac73edf5244d41303c9bcc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667700230874","authorIdStr":"3527667700230874"},"themes":[],"title":"A \"High-Profitability\" Trading Strategy - Stop-Loss and Take-Profit","htmlText":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&amp;P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","listText":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&amp;P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","text":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","images":[{"img":"https://community-static.tradeup.com/news/1c1a1af89551802b33fe4000f5bf87a7","width":"1077","height":"2161"},{"img":"https://community-static.tradeup.com/news/878b8e793b615ce121220a5a65009bc6","width":"1070","height":"1225"},{"img":"https://community-static.tradeup.com/news/30e0409d888d7492246dc3be3e08a414","width":"1159","height":"2141"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182269390356600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182852170756128,"gmtCreate":1685650713346,"gmtModify":1685650716829,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great Article.","listText":"Great Article.","text":"Great Article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182852170756128","repostId":"182646759243776","repostType":1,"repost":{"id":182646759243776,"gmtCreate":1685619008691,"gmtModify":1685619019049,"author":{"id":"4144906086863692","authorId":"4144906086863692","name":"NAI500","avatar":"https://community-static.tradeup.com/news/01a5cfb1c65c21d31f28a3934107c034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144906086863692","authorIdStr":"4144906086863692"},"themes":[],"title":"3 Dividend Kings: Investing in Passive Income Gems Amidst a Hot Growth Stock Market","htmlText":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>, <a href=\"https://ttm.financial/S/SWK\">$Stanley Black &amp; Decker(SWK)$</a>, and <a href=\"https://ttm.financial/S/CDUAF\">$Canadian Utilities Ltd.(CDUAF)$</a>, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a> Target's stock price surged earlier this year but has declined nearly","listText":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>, <a href=\"https://ttm.financial/S/SWK\">$Stanley Black &amp; Decker(SWK)$</a>, and <a href=\"https://ttm.financial/S/CDUAF\">$Canadian Utilities Ltd.(CDUAF)$</a>, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a> Target's stock price surged earlier this year but has declined nearly","text":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in $Target(TGT)$, $Stanley Black & Decker(SWK)$, and $Canadian Utilities Ltd.(CDUAF)$, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on $Target(TGT)$ Target's stock price surged earlier this year but has declined nearly","images":[{"img":"https://community-static.tradeup.com/news/6b904e2c66590c521e92df49a58f8dca","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/1decc64455ea8f5ee9e1ab5e5703955c","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/c7f5600746c64e98847e43fe8f0cf816","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182646759243776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182851004764176,"gmtCreate":1685650659777,"gmtModify":1685650663142,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Great Article.","listText":"Great Article.","text":"Great Article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182851004764176","repostId":"182361246707864","repostType":1,"repost":{"id":182361246707864,"gmtCreate":1685531095652,"gmtModify":1685531675763,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Stocks to Watch for 31 May 23 From A.I. model","htmlText":"Today (31 May 2023) the premarket futures is mixed, so we might not see the same surge in A.I. and Tech stocks as yesterday. I would expect the market to open lower as investors are worried about the approval outcome that will be decided tonight. Today, I think today my trading strategy would be into Chinese ADRs Result from 30 May 2023. <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> have performed well due to the A.I. boom. ATTO has also have a good gain. Here is the predicted result for today (30 May 23) We have <a href=\"https://ttm.financial/S/LL\">$LL Flooring(LL)$</a> as LL Flooring Gains on Founder Takeover Offer I would look at target Entry Price to be around $4.70-$4.80, if it goes below $4.70 I will check Bear strength , if go above $5.20 and maintain, LL could be heade","listText":"Today (31 May 2023) the premarket futures is mixed, so we might not see the same surge in A.I. and Tech stocks as yesterday. I would expect the market to open lower as investors are worried about the approval outcome that will be decided tonight. Today, I think today my trading strategy would be into Chinese ADRs Result from 30 May 2023. <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> have performed well due to the A.I. boom. ATTO has also have a good gain. Here is the predicted result for today (30 May 23) We have <a href=\"https://ttm.financial/S/LL\">$LL Flooring(LL)$</a> as LL Flooring Gains on Founder Takeover Offer I would look at target Entry Price to be around $4.70-$4.80, if it goes below $4.70 I will check Bear strength , if go above $5.20 and maintain, LL could be heade","text":"Today (31 May 2023) the premarket futures is mixed, so we might not see the same surge in A.I. and Tech stocks as yesterday. I would expect the market to open lower as investors are worried about the approval outcome that will be decided tonight. Today, I think today my trading strategy would be into Chinese ADRs Result from 30 May 2023. $C3.ai, Inc.(AI)$ have performed well due to the A.I. boom. ATTO has also have a good gain. Here is the predicted result for today (30 May 23) We have $LL Flooring(LL)$ as LL Flooring Gains on Founder Takeover Offer I would look at target Entry Price to be around $4.70-$4.80, if it goes below $4.70 I will check Bear strength , if go above $5.20 and maintain, LL could be heade","images":[{"img":"https://community-static.tradeup.com/news/ccb3c54929d6fd4cde409d718faccfe4","width":"479","height":"456"},{"img":"https://community-static.tradeup.com/news/88d79ab42253c3648f302d0c5698e221","width":"1368","height":"754"},{"img":"https://community-static.tradeup.com/news/45e94726deb2205655c5230bbd2bba10","width":"1364","height":"751"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182361246707864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948237602,"gmtCreate":1680710942607,"gmtModify":1680710944445,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948237602","repostId":"2324987269","repostType":4,"repost":{"id":"2324987269","kind":"highlight","pubTimestamp":1680708485,"share":"https://ttm.financial/m/news/2324987269?lang=&edition=fundamental","pubTime":"2023-04-05 23:28","market":"us","language":"en","title":"4 Best Stocks to Set You Up for Early Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=2324987269","media":"Motley Fool","summary":"Cloudflare, ServiceNow, The Trade Desk, and Airbnb are all long-term winners.","content":"<html><head></head><body><p>When most investors think of retirement-oriented stocks, they probably think of dusty dividend stalwarts like <strong>Johnson &amp; Johnson</strong> and <strong>Coca-Cola</strong>, which generate stable returns and pay reliable dividends. Those types of blue chips are solid long-term investments, but they probably won&#39;t help you retire ahead of schedule.</p><p>If you&#39;re willing to take on a little more risk to generate bigger gains, then you should probably look beyond the slower-growth dividend stocks and diversify your retirement portfolio with a few growth stock entries as well. Here are four higher-growth stocks to consider: <strong>Cloudflare</strong>, <strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a></strong>, <strong>The Trade Desk</strong>, and <strong>Airbnb</strong>.</p><h2>1. Cloudflare</h2><p>Cloudflare&#39;s cloud-based content delivery network (CDN) accelerates the delivery of digital content for websites. Its integrated cybersecurity tools also shield websites from bot-based attacks. It already serves up data from more 285 cities across more than 100 countries, and it processes about 45 million HTTP requests every second.</p><p>Cloudflare considers itself to be a &#34;water filtration&#34; system for the internet, and predicts that the market&#39;s demand for its services will continue to rise as internet speeds increase, websites host more bandwidth-heavy content, and bot-based attacks evolve.</p><p>The market&#39;s demand for Cloudflare&#39;s services is soaring, and analysts expect its revenue to rise at a compound annual growth rate (CAGR) of 35% from 2022 to 2025. Its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is also expected to grow at a CAGR of 40%. Cloudflare&#39;s stock might not seem cheap at 15 times this year&#39;s projected sales, but I believe its growth potential justifies that premium valuation.</p><h2>2. ServiceNow</h2><p>ServiceNow&#39;s cloud-based digital workflow platform helps companies optimize their workflows and streamline their operations. It served over 7,700 customers at the end of 2022, including approximately 85% of the Fortune 500.</p><p>ServiceNow believes it will benefit from the digital transformations of workplaces and the rise of hybrid and remote work. Its business model is well-insulated from the macro headwinds, since economic downturns often drive companies to use its tools more frequently to cut costs and improve their operating efficiency.</p><p>ServiceNow believes it can generate more than $16 billion in revenue in 2026, which implies its top line will still grow at a CAGR of at least 21% from 2022 to 2026. Unlike many other high-growth cloud software companies, ServiceNow is also consistently profitable on a generally accepted accounting principles (GAAP) basis. It might seem a bit expensive at 10 times this year&#39;s sales, but it still has plenty of room to run.</p><h2>3. The Trade Desk</h2><p>The Trade Desk is the world&#39;s largest independent demand-side platform (DSP) for digital ads. DSPs enable advertisers to place automated bids on ad space across a wide range of desktop, mobile, and connected TV (CTV) platforms.</p><p>The Trade Desk benefits from the market&#39;s growing demand for digital ads that aren&#39;t locked into the &#34;walled gardens&#34; of <strong>Alphabet</strong>&#39;s Google or<strong> Meta</strong>&#39;s Facebook and Instagram. The growth of ad-supported streaming video services across that &#34;open internet&#34; has also boosted its CTV revenue.</p><p>Like many advertising-oriented companies, The Trade Desk&#39;s growth cooled off over the past year as the industry was rattled by macro headwinds. But from 2022 to 2025, analysts still expect its revenue to grow at a CAGR of 22% as its adjusted EBITDA increases at a CAGR of 20%. Its stock isn&#39;t cheap at 15 times this year&#39;s sales, but it will likely remain one of the most reliable ad tech plays for the foreseeable future.</p><h2>4. Airbnb</h2><p>Airbnb established an early mover&#39;s advantage in the short-term rentals space, and it remains the market leader with 393.7 million nights and experiences booked in 2022.</p><p>Airbnb&#39;s business model is often considered resistant to inflation and other macro headwinds for two simple reasons: Travelers will often pick cheaper Airbnb rentals instead of hotels when their budgets are tighter, while property owners will be more inclined to rent out their properties to generate passive income during economic downturns.</p><p>Airbnb suffered a severe slowdown during the pandemic, but it&#39;s generated impressive growth since those lockdowns ended. Between 2022 and 2025, its annual revenue is expected to grow at a CAGR of 15% as its adjusted EBITDA rises at a CAGR of 18%.</p><p>We should take those estimates with a grain of salt, since Airbnb still faces regulatory challenges and competition from other short-term rental platforms, but its stock seems reasonably valued right now at 7 times this year&#39;s sales. If you believe Airbnb will remain synonymous with short-term rentals, it could be a great long-term buy for your retirement portfolio.</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>4 Best Stocks to Set You Up for Early Retirement</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\">\n4 Best Stocks to Set You Up for Early Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/4-best-stocks-to-set-you-up-for-early-retirement/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When most investors think of retirement-oriented stocks, they probably think of dusty dividend stalwarts like Johnson & Johnson and Coca-Cola, which generate stable returns and pay reliable dividends....</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/4-best-stocks-to-set-you-up-for-early-retirement/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","NOW":"ServiceNow","NET":"Cloudflare, Inc.","TTD":"Trade Desk Inc."},"source_url":"https://www.fool.com/investing/2023/04/04/4-best-stocks-to-set-you-up-for-early-retirement/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324987269","content_text":"When most investors think of retirement-oriented stocks, they probably think of dusty dividend stalwarts like Johnson & Johnson and Coca-Cola, which generate stable returns and pay reliable dividends. Those types of blue chips are solid long-term investments, but they probably won't help you retire ahead of schedule.If you're willing to take on a little more risk to generate bigger gains, then you should probably look beyond the slower-growth dividend stocks and diversify your retirement portfolio with a few growth stock entries as well. Here are four higher-growth stocks to consider: Cloudflare, ServiceNow, The Trade Desk, and Airbnb.1. CloudflareCloudflare's cloud-based content delivery network (CDN) accelerates the delivery of digital content for websites. Its integrated cybersecurity tools also shield websites from bot-based attacks. It already serves up data from more 285 cities across more than 100 countries, and it processes about 45 million HTTP requests every second.Cloudflare considers itself to be a \"water filtration\" system for the internet, and predicts that the market's demand for its services will continue to rise as internet speeds increase, websites host more bandwidth-heavy content, and bot-based attacks evolve.The market's demand for Cloudflare's services is soaring, and analysts expect its revenue to rise at a compound annual growth rate (CAGR) of 35% from 2022 to 2025. Its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is also expected to grow at a CAGR of 40%. Cloudflare's stock might not seem cheap at 15 times this year's projected sales, but I believe its growth potential justifies that premium valuation.2. ServiceNowServiceNow's cloud-based digital workflow platform helps companies optimize their workflows and streamline their operations. It served over 7,700 customers at the end of 2022, including approximately 85% of the Fortune 500.ServiceNow believes it will benefit from the digital transformations of workplaces and the rise of hybrid and remote work. Its business model is well-insulated from the macro headwinds, since economic downturns often drive companies to use its tools more frequently to cut costs and improve their operating efficiency.ServiceNow believes it can generate more than $16 billion in revenue in 2026, which implies its top line will still grow at a CAGR of at least 21% from 2022 to 2026. Unlike many other high-growth cloud software companies, ServiceNow is also consistently profitable on a generally accepted accounting principles (GAAP) basis. It might seem a bit expensive at 10 times this year's sales, but it still has plenty of room to run.3. The Trade DeskThe Trade Desk is the world's largest independent demand-side platform (DSP) for digital ads. DSPs enable advertisers to place automated bids on ad space across a wide range of desktop, mobile, and connected TV (CTV) platforms.The Trade Desk benefits from the market's growing demand for digital ads that aren't locked into the \"walled gardens\" of Alphabet's Google or Meta's Facebook and Instagram. The growth of ad-supported streaming video services across that \"open internet\" has also boosted its CTV revenue.Like many advertising-oriented companies, The Trade Desk's growth cooled off over the past year as the industry was rattled by macro headwinds. But from 2022 to 2025, analysts still expect its revenue to grow at a CAGR of 22% as its adjusted EBITDA increases at a CAGR of 20%. Its stock isn't cheap at 15 times this year's sales, but it will likely remain one of the most reliable ad tech plays for the foreseeable future.4. AirbnbAirbnb established an early mover's advantage in the short-term rentals space, and it remains the market leader with 393.7 million nights and experiences booked in 2022.Airbnb's business model is often considered resistant to inflation and other macro headwinds for two simple reasons: Travelers will often pick cheaper Airbnb rentals instead of hotels when their budgets are tighter, while property owners will be more inclined to rent out their properties to generate passive income during economic downturns.Airbnb suffered a severe slowdown during the pandemic, but it's generated impressive growth since those lockdowns ended. Between 2022 and 2025, its annual revenue is expected to grow at a CAGR of 15% as its adjusted EBITDA rises at a CAGR of 18%.We should take those estimates with a grain of salt, since Airbnb still faces regulatory challenges and competition from other short-term rental platforms, but its stock seems reasonably valued right now at 7 times this year's sales. If you believe Airbnb will remain synonymous with short-term rentals, it could be a great long-term buy for your retirement portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201773363028096,"gmtCreate":1690297522018,"gmtModify":1690297525828,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201773363028096","repostId":"2354338651","repostType":2,"repost":{"id":"2354338651","kind":"highlight","pubTimestamp":1690299084,"share":"https://ttm.financial/m/news/2354338651?lang=&edition=fundamental","pubTime":"2023-07-25 23:31","market":"us","language":"en","title":"3 AI Stocks to Sell Before the Competition Crushes Them","url":"https://stock-news.laohu8.com/highlight/detail?id=2354338651","media":"InvestorPlace","summary":"AI stocks are on fire. But these three are unlikely to be the long-term winners from this technology, making them the top AI stocks to sell.","content":"<html><head></head><body><ul><li><p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.</p></li><li><p><strong>C3.ai</strong> (<strong><u>AI</u></strong>): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating interest.</p></li><li><p><strong>Upstart</strong> (<strong><u>UPST</u></strong>): This FinTech company is using AI gloss to improve the appearance of its otherwise underwhelming lending platform.</p></li><li><p><strong>SoundHound AI</strong> (<strong><u>SOUN</u></strong>): The voice AI company’s market cap has run far ahead of its revenues or business prospects.</p></li></ul><p>Traders have made artificial intelligence (<strong>AI</strong>) 2023’s hottest investing theme and with good reason. It’s truly remarkable how quickly generative AI solutions have developed in chatbot and image generation fields. However, this technology has created a lot of overvalued AI stocks.</p><p>Reportedly, there were approximately 2,000 companies involved in the U.S. car industry in its early years; within a short period, this dropped to less than 100. In later decades, it would fall to just a handful of surviving U.S. automakers. In a similar way, we’re seeing an endless number of firms entering the AI field, hoping to cash in on this emerging technology.</p><p>Just as we saw with cars, however, there will be a winnowing of the AI arena, especially as the existing tech titans are now deploying serious capital in the field. That will lead many second or third-tier AI stocks to decline. In particular, it’s time to consider dumping these three AI stocks to sell before the competition crushes them.</p><h2 id=\"id_4295613\">C3.ai (AI)</h2><p><strong>C3.ai </strong>(NYSE: <strong>AI</strong>) is an enterprise software company that offers solutions for data analysis, customer relationship management tools, predictive analytics, and more.</p><p>The company was launched with a focus on the energy industry and was previously named C3 Energy Management and then C3 IoT before its current moniker. That speaks to C3’s challenges in finding a working business model. When oil prices were high, C3 wanted to benefit from that enthusiasm. Then it leaned into the Internet of Things phenomenon for a few years. Now C3 wants investors to view it as a sleek AI play.</p><p>The truth is rather less exciting. C3 has a meaningful enterprise software business, but one that has little relation to the generative consumer AI applications we’ve seen take off in 2023.</p><p>And C3’s actual business has barely shown a pulse this year, despite the AI enthusiasm. For the quarter ending April 30, 2023, C3.ai’s revenues were up a measly 0.1% — from $72.3 million to $72.4 million — vs. the same quarter of 2022. The AI revolution may be here, but there’s little evidence that C3.ai will be leading the way forward.</p><h2 id=\"id_3936393480\">Upstart (UPST)</h2><p><strong>Upstart </strong>(NASDAQ: <strong>UPST</strong>) is a FinTech company focused on lending. The company rose to prominence in 2021, with shares surging nearly tenfold in 2021 amid the vigorous tech stock rally of that year.</p><p>However, Upstart’s business never came close to justifying the peak $400 share price. Soon, UPST stock lost more than 90% of its value as the company’s operations ran massive losses.</p><p>Upstart stock has staged an unlikely comeback this year, however. Thanks to the company’s marketing of itself as an AI-powered lending platform, traders have started rushing back into UPST stock again. Like in 2021, this is bound to end badly.</p><p>That’s because, while the stock price may be up, Upstart’s actual business is imploding. Last quarter, the company’s revenues plunged 67% to just $103 million. Total loans originated sunk 78% year-over-year. The company lost $132 million from operations in a single quarter. Upstart may have AI-powered loans, but there has not proven to be much demand for or profitability generated by said loans.</p><h2 id=\"id_446611424\">SoundHound AI (SOUN)</h2><p><strong>SoundHound AI </strong>(NASDAQ: <strong>SOUN</strong>) is developing AI-powered voice tools and solutions. Its Houndify platform aims to help brands generate voice assistants, speech recognition, text-to-speech tools and other related offerings.</p><p>Given the excitement around generative AI, it’s not surprising that traders have gotten excited about SOUN stock, with average trading volume hitting nearly 15 million shares per day.</p><p>Unfortunately, the hype may be well ahead of the actual product’s utility to customers at this point. SoundHound AI generated just $31 million in revenues last year, and analysts see that growing to $45 million this year. That’s a respectable growth rate but still adds up to a rather diminutive overall operation.</p><p>SoundHound AI is running sizable losses, and analysts expect the company to continue losing money through at least 2025. And, despite the low share price, SoundHound AI is not cheap. With its large outstanding share count, the company actually has a market capitalization of almost $700 million. That’s simply a massive price tag for a small money-losing operation such as SoundHound AI.</p></body></html>","source":"investorplace_stock_picks","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 AI Stocks to Sell Before the Competition Crushes Them</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 AI Stocks to Sell Before the Competition Crushes Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","SOUN":"SoundHound AI Inc","AI":"C3.ai, Inc."},"source_url":"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354338651","content_text":"AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating interest.Upstart (UPST): This FinTech company is using AI gloss to improve the appearance of its otherwise underwhelming lending platform.SoundHound AI (SOUN): The voice AI company’s market cap has run far ahead of its revenues or business prospects.Traders have made artificial intelligence (AI) 2023’s hottest investing theme and with good reason. It’s truly remarkable how quickly generative AI solutions have developed in chatbot and image generation fields. However, this technology has created a lot of overvalued AI stocks.Reportedly, there were approximately 2,000 companies involved in the U.S. car industry in its early years; within a short period, this dropped to less than 100. In later decades, it would fall to just a handful of surviving U.S. automakers. In a similar way, we’re seeing an endless number of firms entering the AI field, hoping to cash in on this emerging technology.Just as we saw with cars, however, there will be a winnowing of the AI arena, especially as the existing tech titans are now deploying serious capital in the field. That will lead many second or third-tier AI stocks to decline. In particular, it’s time to consider dumping these three AI stocks to sell before the competition crushes them.C3.ai (AI)C3.ai (NYSE: AI) is an enterprise software company that offers solutions for data analysis, customer relationship management tools, predictive analytics, and more.The company was launched with a focus on the energy industry and was previously named C3 Energy Management and then C3 IoT before its current moniker. That speaks to C3’s challenges in finding a working business model. When oil prices were high, C3 wanted to benefit from that enthusiasm. Then it leaned into the Internet of Things phenomenon for a few years. Now C3 wants investors to view it as a sleek AI play.The truth is rather less exciting. C3 has a meaningful enterprise software business, but one that has little relation to the generative consumer AI applications we’ve seen take off in 2023.And C3’s actual business has barely shown a pulse this year, despite the AI enthusiasm. For the quarter ending April 30, 2023, C3.ai’s revenues were up a measly 0.1% — from $72.3 million to $72.4 million — vs. the same quarter of 2022. The AI revolution may be here, but there’s little evidence that C3.ai will be leading the way forward.Upstart (UPST)Upstart (NASDAQ: UPST) is a FinTech company focused on lending. The company rose to prominence in 2021, with shares surging nearly tenfold in 2021 amid the vigorous tech stock rally of that year.However, Upstart’s business never came close to justifying the peak $400 share price. Soon, UPST stock lost more than 90% of its value as the company’s operations ran massive losses.Upstart stock has staged an unlikely comeback this year, however. Thanks to the company’s marketing of itself as an AI-powered lending platform, traders have started rushing back into UPST stock again. Like in 2021, this is bound to end badly.That’s because, while the stock price may be up, Upstart’s actual business is imploding. Last quarter, the company’s revenues plunged 67% to just $103 million. Total loans originated sunk 78% year-over-year. The company lost $132 million from operations in a single quarter. Upstart may have AI-powered loans, but there has not proven to be much demand for or profitability generated by said loans.SoundHound AI (SOUN)SoundHound AI (NASDAQ: SOUN) is developing AI-powered voice tools and solutions. Its Houndify platform aims to help brands generate voice assistants, speech recognition, text-to-speech tools and other related offerings.Given the excitement around generative AI, it’s not surprising that traders have gotten excited about SOUN stock, with average trading volume hitting nearly 15 million shares per day.Unfortunately, the hype may be well ahead of the actual product’s utility to customers at this point. SoundHound AI generated just $31 million in revenues last year, and analysts see that growing to $45 million this year. That’s a respectable growth rate but still adds up to a rather diminutive overall operation.SoundHound AI is running sizable losses, and analysts expect the company to continue losing money through at least 2025. And, despite the low share price, SoundHound AI is not cheap. With its large outstanding share count, the company actually has a market capitalization of almost $700 million. That’s simply a massive price tag for a small money-losing operation such as SoundHound AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942337636,"gmtCreate":1681132961425,"gmtModify":1681132964894,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942337636","repostId":"2326169605","repostType":2,"repost":{"id":"2326169605","kind":"highlight","pubTimestamp":1681125337,"share":"https://ttm.financial/m/news/2326169605?lang=&edition=fundamental","pubTime":"2023-04-10 19:15","market":"us","language":"en","title":"3 Top Tech Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2326169605","media":"Motley Fool","summary":"These beaten-down tech names could make a comeback in 2023.","content":"<html><head></head><body><p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too much during the pandemic are also in the process of streamlining their operations, with a focus on efficiency and profitability.</p><p>That bodes well for these three innovators as we come out of this interest rate-raising cycle. But while the economic slowdown may persist for a while, these tech stocks could take off well before business picks back up, making these three stocks prime buys for the month of April.</p><h2>Amazon</h2><p>Perhaps the poster child for pandemic-era excesses, <strong>Amazon</strong> is now pivoting to efficiency in a big way, which should pay dividends for shareholders. With the stock still 46% below all-time highs, investors would be wise to pick up shares of this undisputed leader in both e-commerce and cloud computing this month.</p><p>When the pandemic was in full swing, Amazon decided to hire workers and expand its distribution and logistics platform as much as needed. Because a lot of these decisions on construction are made with a multiyear lag, that spending continued into early 2022, even as growth decelerated following the COVID boom in e-commerce sales.</p><p>But Amazon now seems deadly serious about pivoting to efficiency. After announcing 10,000 layoffs late last year, the company upped that figure to 18,000 layoffs in January, before adding another 9,000 layoffs on March 20. That&#39;s obviously not great for workers, but it&#39;s probably needed, as Amazon had added more than 800,000 workers between 2019 and 2021, more doubling its workforce.</p><p>There are also some hints that Amazon&#39;s efficiency drive, which began about a year ago, is already bearing fruit. One particular metric I look at is Amazon&#39;s growth in shipping costs versus the growth in paid units delivered, which Amazon discloses in its filings. During the pandemic, Amazon&#39;s units shipped skyrocketed, but shipping costs actually increased by an even greater amount every quarter through the first two quarters of 2022. However, beginning in the third quarter of 2022, shipping cost growth fell beneath paid units growth.</p><p>That bodes well for improving profitability in the core e-commerce segment in 2023. In addition, Amazon&#39;s percentage of sales from third-party sellers is steadily increasing, making up 59% of sales last quarter, and should also help profits as those sales tend to be higher-profit than sales Amazon makes from its own inventory. And Amazon&#39;s advertising services continue to roll along, achieving a very respectable 23% growth rate in constant currency last quarter, even as the larger advertising world is in a downturn.</p><p>There are also some concerns about a slowdown in Amazon Web Services (AWS), which is understandable given the current deceleration in that unit. However, AWS is helping a broad cross-section of its customers look to cut costs all at once, as interest rate increases affect a broader proportion of customers than the pandemic did. However, Amazon&#39;s long-term customer commitments grew 37.3% last year, well exceeding revenue growth of 20%, as revenue is recorded based on current usage. So with solid growth in long-term contracts, AWS appears to still have a lot of growth ahead.</p><p>Moreover, the advent of generative artificial intelligence will only increase demand for computing power, which should benefit not just Amazon&#39;s rivals but also AWS, which provides access to supercomputing tools developers and start-ups need to make AI work. It&#39;s early stages in the AI wars, and one can be sure that AWS, with its cloud computing market share lead, won&#39;t be left on the sidelines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96dcb3b854d087a69aac955d51a270d0\" tg-width=\"700\" tg-height=\"466\"/></p><p>E-commerce names have been beaten-down, but some look cheap today. Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></h2><p>The fintech sector broadly, and <strong>PayPal</strong> specifically, had a very bad year in 2022, and the stock still sits more than 76% below its all-time highs of late 2021. Moreover, PayPal&#39;s forward P/E ratio has fallen to just over 15 times this year&#39;s expected earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/652cc0421a26a04a706d54b3bc592180\" tg-width=\"720\" tg-height=\"449\"/></p><p>PYPL Percent Off All-Time High data by YCharts</p><p>Yet the growth and profitability headwinds that PayPal faced last year has recently shown signs of bottoming out. Last quarter, revenue grew 7% and 9% on a constant-currency basis. Adjusted for the loss of the <strong><a href=\"https://laohu8.com/S/EBAY\">eBay</a></strong> contract that has been rolling off over the past four years, growth was 8% and 10% on a constant currency basis. The last of the eBay roll-off occurred in the third quarter of 2022; therefore, PayPal&#39;s headline revenue growth could get a boost starting in the fourth quarter, as it will no longer be comping against that headwind.</p><p>The Q4 growth rate is no doubt a deceleration from PayPal&#39;s heady growth of 2020 and 2021, but at this current valuation, it&#39;s not that bad, especially if PayPal can remain highly profitable. </p><p>The good news on that front is that PayPal seems to be turning its declining margins around. After margins declined significantly from late 2021 through the second quarter of 2022, PayPal has shown two consecutive quarters of sequential improvements in non-GAAP operating margins, increasing from 19.1% in the second quarter 2022 to 22.9% in the fourth quarter. Yes, that&#39;s still below peak operating margins of 25.1% back in 2020, but it&#39;s still headed in the right direction. Earnings per share also accelerated to 11% growth in Q4, reversing three straight quarters of EPS declines.</p><p>Unlike some other high-growth tech peers, PayPal also generates significant free cash flow, and it has a solid balance sheet, with $15.9 billion in cash against just $10.8 billion in debt. Despite 2022 being an off year in which growth decelerated and earnings came down, PayPal still generated $5.1 billion in free cash flow, returning $4.2 billion of that to shareholders in the form of share repurchases.</p><p>That&#39;s a positive use of cash when the stock is this cheap, and it&#39;s likely to benefit shareholders when PayPal emerges from the downturn. PayPal has a relatively diverse business across branded checkout, merchant payment processing, the Venmo P2P platform, working capital loans, and buy-now-pay-later services. That diversity should generate consistent cash flow through a cycle, allowing PayPal to both repurchase stock and invest in new growth drivers, either organically or through acquisitions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb9d61e5386cc16d51bb865951761b7d\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2>Dell Technologies</h2><p>PC and server leader <strong>Dell Technologies</strong> is currently feeling the fallout of the worst PC downturn in modern history -- a bitter hangover from the booming PC sales during the pandemic. But the good news is, Dell is handling this downturn rather well. Its client solutions group plunged 23% last quarter, but the unit, which sells PCs to both consumers and businesses, was still profitable, with segment operating income of $671 million.</p><p>While Dell might be clouded with the reputation of the difficult PC business, Dell now currently makes the majority of operating profits from its server segment. While that unit is also slowing, it did post 7% growth last quarter, but an even more encouraging 40% growth in operating income, as Dell is able to grow revenue without a meaningful increase in costs.</p><p>Dell actually has the leading market share in the server industry today. And while businesses may slow down their data center purchases in the near term, the emerging artificial intelligence wars should propel demand for high-performance servers over the long run and be a longer-term tailwind.</p><p>In addition, there could be a brewing turnaround in PCs. A recent note from Trendforce research projects an 11% quarter-over-quarter improvement in notebook shipments. While that is off an extremely low base in the first quarter and would still leave shipments far below last year&#39;s levels, it could at least indicate that the PC market may be bottoming out here.</p><p>Anticipating a downturn, investors have sold off Dell to just 5.3 times its 2022 adjusted earnings per share. That&#39;s absurdly cheap. But even if Dell does see some additional profit declines in the near term, the company should remain profitable overall and continue paying out its growing 3.6% dividend regardless. Once the economy and rate environment normalizes, this bargain-priced stock should take off again.</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 Top Tech 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\">\n3 Top Tech Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/3-top-tech-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":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","PYPL":"PayPal","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","AMZN":"亚马逊","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4579":"人工智能","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4554":"元宇宙及AR概念","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4535":"淡马锡持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","DELL":"戴尔","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326169605","content_text":"While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too much during the pandemic are also in the process of streamlining their operations, with a focus on efficiency and profitability.That bodes well for these three innovators as we come out of this interest rate-raising cycle. But while the economic slowdown may persist for a while, these tech stocks could take off well before business picks back up, making these three stocks prime buys for the month of April.AmazonPerhaps the poster child for pandemic-era excesses, Amazon is now pivoting to efficiency in a big way, which should pay dividends for shareholders. With the stock still 46% below all-time highs, investors would be wise to pick up shares of this undisputed leader in both e-commerce and cloud computing this month.When the pandemic was in full swing, Amazon decided to hire workers and expand its distribution and logistics platform as much as needed. Because a lot of these decisions on construction are made with a multiyear lag, that spending continued into early 2022, even as growth decelerated following the COVID boom in e-commerce sales.But Amazon now seems deadly serious about pivoting to efficiency. After announcing 10,000 layoffs late last year, the company upped that figure to 18,000 layoffs in January, before adding another 9,000 layoffs on March 20. That's obviously not great for workers, but it's probably needed, as Amazon had added more than 800,000 workers between 2019 and 2021, more doubling its workforce.There are also some hints that Amazon's efficiency drive, which began about a year ago, is already bearing fruit. One particular metric I look at is Amazon's growth in shipping costs versus the growth in paid units delivered, which Amazon discloses in its filings. During the pandemic, Amazon's units shipped skyrocketed, but shipping costs actually increased by an even greater amount every quarter through the first two quarters of 2022. However, beginning in the third quarter of 2022, shipping cost growth fell beneath paid units growth.That bodes well for improving profitability in the core e-commerce segment in 2023. In addition, Amazon's percentage of sales from third-party sellers is steadily increasing, making up 59% of sales last quarter, and should also help profits as those sales tend to be higher-profit than sales Amazon makes from its own inventory. And Amazon's advertising services continue to roll along, achieving a very respectable 23% growth rate in constant currency last quarter, even as the larger advertising world is in a downturn.There are also some concerns about a slowdown in Amazon Web Services (AWS), which is understandable given the current deceleration in that unit. However, AWS is helping a broad cross-section of its customers look to cut costs all at once, as interest rate increases affect a broader proportion of customers than the pandemic did. However, Amazon's long-term customer commitments grew 37.3% last year, well exceeding revenue growth of 20%, as revenue is recorded based on current usage. So with solid growth in long-term contracts, AWS appears to still have a lot of growth ahead.Moreover, the advent of generative artificial intelligence will only increase demand for computing power, which should benefit not just Amazon's rivals but also AWS, which provides access to supercomputing tools developers and start-ups need to make AI work. It's early stages in the AI wars, and one can be sure that AWS, with its cloud computing market share lead, won't be left on the sidelines.E-commerce names have been beaten-down, but some look cheap today. Image source: Getty Images.PayPalThe fintech sector broadly, and PayPal specifically, had a very bad year in 2022, and the stock still sits more than 76% below its all-time highs of late 2021. Moreover, PayPal's forward P/E ratio has fallen to just over 15 times this year's expected earnings.PYPL Percent Off All-Time High data by YChartsYet the growth and profitability headwinds that PayPal faced last year has recently shown signs of bottoming out. Last quarter, revenue grew 7% and 9% on a constant-currency basis. Adjusted for the loss of the eBay contract that has been rolling off over the past four years, growth was 8% and 10% on a constant currency basis. The last of the eBay roll-off occurred in the third quarter of 2022; therefore, PayPal's headline revenue growth could get a boost starting in the fourth quarter, as it will no longer be comping against that headwind.The Q4 growth rate is no doubt a deceleration from PayPal's heady growth of 2020 and 2021, but at this current valuation, it's not that bad, especially if PayPal can remain highly profitable. The good news on that front is that PayPal seems to be turning its declining margins around. After margins declined significantly from late 2021 through the second quarter of 2022, PayPal has shown two consecutive quarters of sequential improvements in non-GAAP operating margins, increasing from 19.1% in the second quarter 2022 to 22.9% in the fourth quarter. Yes, that's still below peak operating margins of 25.1% back in 2020, but it's still headed in the right direction. Earnings per share also accelerated to 11% growth in Q4, reversing three straight quarters of EPS declines.Unlike some other high-growth tech peers, PayPal also generates significant free cash flow, and it has a solid balance sheet, with $15.9 billion in cash against just $10.8 billion in debt. Despite 2022 being an off year in which growth decelerated and earnings came down, PayPal still generated $5.1 billion in free cash flow, returning $4.2 billion of that to shareholders in the form of share repurchases.That's a positive use of cash when the stock is this cheap, and it's likely to benefit shareholders when PayPal emerges from the downturn. PayPal has a relatively diverse business across branded checkout, merchant payment processing, the Venmo P2P platform, working capital loans, and buy-now-pay-later services. That diversity should generate consistent cash flow through a cycle, allowing PayPal to both repurchase stock and invest in new growth drivers, either organically or through acquisitions.Image source: Getty Images.Dell TechnologiesPC and server leader Dell Technologies is currently feeling the fallout of the worst PC downturn in modern history -- a bitter hangover from the booming PC sales during the pandemic. But the good news is, Dell is handling this downturn rather well. Its client solutions group plunged 23% last quarter, but the unit, which sells PCs to both consumers and businesses, was still profitable, with segment operating income of $671 million.While Dell might be clouded with the reputation of the difficult PC business, Dell now currently makes the majority of operating profits from its server segment. While that unit is also slowing, it did post 7% growth last quarter, but an even more encouraging 40% growth in operating income, as Dell is able to grow revenue without a meaningful increase in costs.Dell actually has the leading market share in the server industry today. And while businesses may slow down their data center purchases in the near term, the emerging artificial intelligence wars should propel demand for high-performance servers over the long run and be a longer-term tailwind.In addition, there could be a brewing turnaround in PCs. A recent note from Trendforce research projects an 11% quarter-over-quarter improvement in notebook shipments. While that is off an extremely low base in the first quarter and would still leave shipments far below last year's levels, it could at least indicate that the PC market may be bottoming out here.Anticipating a downturn, investors have sold off Dell to just 5.3 times its 2022 adjusted earnings per share. That's absurdly cheap. But even if Dell does see some additional profit declines in the near term, the company should remain profitable overall and continue paying out its growing 3.6% dividend regardless. Once the economy and rate environment normalizes, this bargain-priced stock should take off again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189764692639888,"gmtCreate":1687354794060,"gmtModify":1687354795655,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189764692639888","repostId":"1167082525","repostType":2,"repost":{"id":"1167082525","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1687354548,"share":"https://ttm.financial/m/news/1167082525?lang=&edition=fundamental","pubTime":"2023-06-21 21:35","market":"us","language":"en","title":"Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167082525","media":"Tiger Newspress","summary":"China Extends Tax Breaks for New Energy Vehicles Until 2027","content":"<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.</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\">\nChinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.\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\">2023-06-21 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167082525","content_text":"Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. “Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189778522685560,"gmtCreate":1687358168090,"gmtModify":1687358172060,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189778522685560","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189762751910152,"gmtCreate":1687354529770,"gmtModify":1687354533274,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189762751910152","repostId":"1151610726","repostType":2,"repost":{"id":"1151610726","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1687354241,"share":"https://ttm.financial/m/news/1151610726?lang=&edition=fundamental","pubTime":"2023-06-21 21:30","market":"us","language":"en","title":"Stocks Fall for a Third Day As Market Rally Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=1151610726","media":"Tiger Newspress","summary":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and ","content":"<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Fall for a Third Day As Market Rally Loses Steam</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Fall for a Third Day As Market Rally Loses Steam\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\">2023-06-21 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151610726","content_text":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&P 500 and Nasdaq Composite dipped 0.4% each.FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.“With the S&P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.As far as quarterly results, KB Home will report after the close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189773947125888,"gmtCreate":1687357052832,"gmtModify":1687357056465,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189773947125888","repostId":"1173851308","repostType":2,"repost":{"id":"1173851308","kind":"news","pubTimestamp":1687355516,"share":"https://ttm.financial/m/news/1173851308?lang=&edition=fundamental","pubTime":"2023-06-21 21:51","market":"us","language":"en","title":"More Big Wins for Tesla: Charging Standards and EV Subsidies","url":"https://stock-news.laohu8.com/highlight/detail?id=1173851308","media":"seekingalpha","summary":"Texas will be the first U.S. state to mandate Tesla's electric vehicle charging standard, Reuters re","content":"<html><head></head><body><p>Texas will be the first U.S. state to mandate Tesla&#39;s electric vehicle charging standard, Reuters reported, in a huge win for CEO Elon Musk who is working towards making the system the industry standard.</p><p style=\"text-align: left;\">The state will require EV charging companies to include both Tesla&#39;s North American Charging Standard (NACS) and the nationally recognized Combined Charging System (CCS) to qualify for a state program to electrify highways with federal funds.</p><p style=\"text-align: left;\">Texas, home to Tesla&#39;s headquarters, said the growing adoption of NACS led to the change in requirements for the state program. Direct current fast chargers will be required to have one CCS and one NACS connector.</p><p style=\"text-align: left;\">The development follows moves by Rivian (RIVN), General Motors (GM) and Ford (F) to include Tesla&#39;s charging standard to their EVs.</p><p style=\"text-align: left;\">Texas&#39; decision could push other states to adopt NACS, the report quoted Lew Cox, director of business development at MD7. &#34;It&#39;ll effectively make NACS the new charging standard.&#34;</p><p style=\"text-align: left;\">The new mandate marks another win for Tesla, which is poised to benefit from China&#39;s ~$72.3B tax break for EVs over the next four years. China is Tesla&#39;s largest market outside the U.S.</p><p style=\"text-align: left;\">Add that to Musk hinting at making Tesla available in India &#34;as soon as humanly possible&#34;. The statement was made during a meeting with Indian Prime Minister Narendra Modi, who is on a two-day U.S. trip. Note that U.S. companies are increasingly looking to shift supply chains away from China.</p><p style=\"text-align: left;\">Shares of Tesla climbed 1.6% before the bell.</p><p style=\"text-align: left;\">Investing Group Leader JR Research said Tesla&#39;s NACS is &#34;well-primed&#34; to assume leadership as the national charging standard. &#34;With nascent pure-play charging players also adopting the NACS plugs, Tesla&#39;s lead will widen further.&#34;</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>More Big Wins for Tesla: Charging Standards and EV Subsidies</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\">\nMore Big Wins for Tesla: Charging Standards and EV Subsidies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-21 21:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3981244-more-big-wins-for-tesla-charging-standards-ev-subsidies><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Texas will be the first U.S. state to mandate Tesla's electric vehicle charging standard, Reuters reported, in a huge win for CEO Elon Musk who is working towards making the system the industry ...</p>\n\n<a href=\"https://seekingalpha.com/news/3981244-more-big-wins-for-tesla-charging-standards-ev-subsidies\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3981244-more-big-wins-for-tesla-charging-standards-ev-subsidies","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1173851308","content_text":"Texas will be the first U.S. state to mandate Tesla's electric vehicle charging standard, Reuters reported, in a huge win for CEO Elon Musk who is working towards making the system the industry standard.The state will require EV charging companies to include both Tesla's North American Charging Standard (NACS) and the nationally recognized Combined Charging System (CCS) to qualify for a state program to electrify highways with federal funds.Texas, home to Tesla's headquarters, said the growing adoption of NACS led to the change in requirements for the state program. Direct current fast chargers will be required to have one CCS and one NACS connector.The development follows moves by Rivian (RIVN), General Motors (GM) and Ford (F) to include Tesla's charging standard to their EVs.Texas' decision could push other states to adopt NACS, the report quoted Lew Cox, director of business development at MD7. \"It'll effectively make NACS the new charging standard.\"The new mandate marks another win for Tesla, which is poised to benefit from China's ~$72.3B tax break for EVs over the next four years. China is Tesla's largest market outside the U.S.Add that to Musk hinting at making Tesla available in India \"as soon as humanly possible\". The statement was made during a meeting with Indian Prime Minister Narendra Modi, who is on a two-day U.S. trip. Note that U.S. companies are increasingly looking to shift supply chains away from China.Shares of Tesla climbed 1.6% before the bell.Investing Group Leader JR Research said Tesla's NACS is \"well-primed\" to assume leadership as the national charging standard. \"With nascent pure-play charging players also adopting the NACS plugs, Tesla's lead will widen further.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947014940,"gmtCreate":1682345910380,"gmtModify":1682345914280,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947014940","repostId":"1116198962","repostType":2,"repost":{"id":"1116198962","kind":"news","pubTimestamp":1682349715,"share":"https://ttm.financial/m/news/1116198962?lang=&edition=fundamental","pubTime":"2023-04-24 23:21","market":"us","language":"en","title":"Sea Limited: Ample Room For Growth, But Competition Is Here To Stay","url":"https://stock-news.laohu8.com/highlight/detail?id=1116198962","media":"Seekingalpha","summary":"SummarySea successfully cut its costs, improving its unit economics, and turning its EBIT positive. ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Sea successfully cut its costs, improving its unit economics, and turning its EBIT positive. However, this comes at the expense of GMV growth, which has been a concern for investors.</p></li><li><p>However, we believe that low e-commerce penetration, take rate expansion, large unbanked population offering large potential for digital financial services, and a more rational industry will help drive top-line growth.</p></li><li><p>Still, the competition is here to stay, as social commerce is gaining traction. New players could be aggressive, thus forcing existing players to do more promotions and discounts.</p></li><li><p>We estimate Sea&#39;s fair value at $88 per share derived from 10-year DCF (9% WACC, 4% long-term growth). An aggressive 30% margin of safety suggests that an attractive entry price is $62 per share.</p></li></ul><h2 style=\"text-align: left;\">Investment Thesis</h2><p style=\"text-align: left;\">We believe that the Southeast Asia and Latin America e-commerce markets remain under-penetrated, and the unbanked population provides opportunities for digital financial services. Cost-cutting efforts slowed GMV growth, but as the industry is heading toward profitability, thus fewer discounts, customers will be looking for a better customer experience, in our view. However, competition is here to stay as social commerce is gaining traction. The stock is attractive at $62 per share (30% margin of safety). $66 per share (25% margin of safety) is also a good entry point.</p><h2 style=\"text-align: left;\">A New Kid On The Block, But Soon Become A Tech Giant</h2><p style=\"text-align: left;\">Originally started as a digital entertainment company in 2009, Sea Limited (NYSE:SE) is a Singapore-based tech company with a $45 billion market capitalization. The company’s operations span across countries, including Southeast Asia, Taiwan, and Brazil. The market in Southeast Asia, which more specifically includes Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam, contributes more than 60% of Sea’s revenue.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b468d98f9cff8351e96ccb675990ae06\" alt=\"Sea&#39;s revenue contributors by geographical area (Vektor Research)\" title=\"Sea&#39;s revenue contributors by geographical area (Vektor Research)\" tg-width=\"569\" tg-height=\"420\"/><span>Sea&#39;s revenue contributors by geographical area (Vektor Research)</span></p><p style=\"text-align: left;\">In general, Sea has three business segments: Garena, a digital entertainment business; Shopee, an e-commerce platform; and a digital financial services provider under SeaMoney. As of 2022, Shopee contributed almost 60% of Sea’s revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bff722fc1c13e0cbaf23d1e39f2e51d6\" alt=\"Segments contribution to revenue (%) (Vektor Research)\" title=\"Segments contribution to revenue (%) (Vektor Research)\" tg-width=\"569\" tg-height=\"420\"/><span>Segments contribution to revenue (%) (Vektor Research)</span></p><h2 style=\"text-align: left;\">How Does Sea Make Money?</h2><p style=\"text-align: left;\">First, Sea launches and operates third-party games and helps its partners with marketing, distribution, and monetization. Free Fire is the company’s first in-house developed game, and together with four third-party games, contributed 98% of Sea’s digital entertainment revenue. Those games are free to play, but players can purchase in-game items, from which Sea monetizes its gaming platform under the so-called “freemium” model.</p><p style=\"text-align: left;\">Second, Shopee is an e-commerce platform where individuals, small-medium enterprises, and large retailers under Shopee Mall sell their products by paying transaction fees. Sellers can upgrade their status to Star or Star+ after completing a few milestones but will be charged a higher transaction fee, hoping that buyers will consider them more “trusted” sellers than non-Star ones. Alternatively, sellers will gain more clicks by topping up the “coin” balance and using those coins for Shopee’s advertising services. Additionally, Shopee also engages in the food delivery business under Shopee Food.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31e8e836b706ce207fbad6d6e8cc1ec0\" alt=\"Shopee&#39;s transaction fees (Shopee)\" title=\"Shopee&#39;s transaction fees (Shopee)\" tg-width=\"640\" tg-height=\"253\"/><span>Shopee&#39;s transaction fees (Shopee)</span></p><p style=\"text-align: left;\">Lastly, Sea provides digital financial services, including mobile wallet (ShopeePay), buy now pay later service (SPayLater), and digital banking services. Further, Sea acquired a local Indonesian bank in 2020 and launched SeaBank Indonesia a year later, and SeaBank Philippines was opened in 2022. Sea charges fees and interests and receives premiums (insurance business) for its services.</p><h2 style=\"text-align: left;\">What&#39;s Up With The Stock?</h2><p style=\"text-align: left;\">Sea’s stock bottomed up from $40 per share and now trades at $79 per share. The company pivoted from being growth-driven to a profit-minded one, with its operating income turning positive to $343 million. Why the pivot? The Motley Fool noted Sea’s CEO’s memo to employees suggesting the inability to “raise funds in the market” due to “investors fleeing for ‘safe haven’ investments.” Additionally, Tencent had shed its stake from 21.3% to 18.7% early last year before its COO left Sea’s board of directors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/016819409b67a9550445878277934a61\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">As a result, the company cut costs left and right by “reviewing” its headcount, being selective in “high potential projects,” and better targeting its marketing spend. For example, Sea reportedly laid off around 10% of its workforce at some point last year and effectively reduced its sales and marketing expenses as a percentage of revenue to 14% in 4Q22 from ~25%-40%.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a931f85a5c4aa3509a23be65e28c317\" alt=\"Sea&#39;s sales and marketing expenses as a % of revenue (Vektor Research)\" title=\"Sea&#39;s sales and marketing expenses as a % of revenue (Vektor Research)\" tg-width=\"569\" tg-height=\"415\"/><span>Sea&#39;s sales and marketing expenses as a % of revenue (Vektor Research)</span></p><p style=\"text-align: left;\">This helps improve Shopee’s unit economics, as seen in Figure 6. Sales incentive that exceeds the revenue expected by the company will be recorded in sales and marketing expenses. According to the annual report, excess incentive was about 12% of revenue in 2022 and less than 5% in 4Q22, suggesting that Sea has aggressively reduced discounts and promotions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7eef2b8a809c5a22515d4c431a01b3fe\" alt=\"Shopee&#39;s unit economics (Vektor Research)\" title=\"Shopee&#39;s unit economics (Vektor Research)\" tg-width=\"640\" tg-height=\"350\"/><span>Shopee&#39;s unit economics (Vektor Research)</span></p><p style=\"text-align: left;\">Nevertheless, gross orders declined 15% (Y/Y), and GMV growth slowed to 8% (Y/Y) in 4Q22 from 21% (Y/Y) in 3Q22 on a constant currency basis. Reported GMV declined 1.1% (Y/Y). Moreover, Sea reported $7.3 billion in e-commerce revenue last year–lower than its then-full-year guidance of $8.8 billion (mid-point), later scrapped due to a shift to “focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business.&#34; In turn, take rate increases supported Sea&#39;s e-commerce top-line growth. Operating cash flow was a negative $1.1 billion last year (-$1.8 billion minus share-based compensation).</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61b99842606897676083b252be90ace4\" alt=\"GMV and e-commerce revenue growth (Vektor Research)\" title=\"GMV and e-commerce revenue growth (Vektor Research)\" tg-width=\"564\" tg-height=\"406\"/><span>GMV and e-commerce revenue growth (Vektor Research)</span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/649409dc1f9d2077c49d3e996a229db7\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">But this did not stop the stock price from rising, as investors and analysts have been eyeing Sea&#39;s cost-cutting efforts, which turned its EBIT positive. Still, concerns remain about whether such efforts will come at the expense of top-line growth. Lastly, is Sea providing an attractive buying opportunity?</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7924a5ab9c99a0e186899709186d8f39\" alt=\"Sea&#39;s consensus revenue revision trend (Seeking Alpha)\" title=\"Sea&#39;s consensus revenue revision trend (Seeking Alpha)\" tg-width=\"640\" tg-height=\"223\"/><span>Sea&#39;s consensus revenue revision trend (Seeking Alpha)</span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f415315da88912e696ab00caf08a197\" alt=\"Sea&#39;s consensus EPS revision trend (Seeking Alpha)\" title=\"Sea&#39;s consensus EPS revision trend (Seeking Alpha)\" tg-width=\"640\" tg-height=\"224\"/><span>Sea&#39;s consensus EPS revision trend (Seeking Alpha)</span></p><h2 style=\"text-align: left;\">1. The Industry&#39;s Potential Remains Largely Untapped</h2><h4 style=\"text-align: left;\">Southeast Asia and Latin America e-commerce markets remain under-penetrated...</h4><p style=\"text-align: left;\">We believe that Sea’s growth story is still in play. While the e-commerce market in Southeast Asia has grown five times larger, it remains under-penetrated. According to McKinsey, Indonesia and Singapore had a ~30% penetration rate, while the Philippines, Thailand, and Vietnam trailed at ~15%. Looking forward, the consultancy expects the market to grow 22% annually until 2026.</p><p style=\"text-align: left;\">For example, Alpha JWC Ventures and Kearney published a study on the untapped potential of Indonesia&#39;s tier 2 and tier 3 cities. The study noted that those cities lagged three to five years in the digital adoption of tier-1 cities and that “familiarization” is likely the key driver to adoption. How big is the market? The e-commerce market size for tier 2 and 3 cities is expected to grow to ~$45 billion GMV in 2025 from ~$9 billion GMV in 2020. Additionally, the buy now, pay later service also helps spur e-commerce growth, given that the credit card penetration is only 6% in the country, as noted by BCG.</p><p style=\"text-align: left;\">Further, Shopee has gained traction in Brazil since its inception in 2019. Revenue grew over 225% (Y/Y) in 3Q22, and unit economics gradually improved. It had recorded &#34;below $2&#34; adjusted EBITDA loss per order before HQ expenses (contribution margin) in 4Q21 before improving to a $0.47 loss in a year later.</p><p style=\"text-align: left;\">Latitud noted that Latin America’s e-commerce market remained fast-growing, and its penetration rate was estimated to be less than 12% in 2022. Statista noted that retail online sales in Latin America were around $168 billion in 2022, which only accounted for 11% of total retail sales. The figure is estimated to increase to ~20% by 2026. Additionally, the International Trade Administration said that Shopee was number two in market share in Brazil, preceded by Argentina-based MercadoLibre (MELI).</p><p style=\"text-align: left;\">Sea&#39;s growth story comes from not only a low penetration rate but also a take rate expansion. While Sea is improving monetization in its core marketplace business, its take rate is also supported by Shopee Brazil. In general, the take rate in Brazil was &#34;materially higher than many other market,&#34; the management said. For example, MELI&#39;s commerce take rate stood at ~17%, which expanded thanks to &#34;advertising revenues and the incremental monetization on shipping and logistics.&#34;</p><p style=\"text-align: left;\">We acknowledge that it is tough to quantify how much Shopee Brazil will impact the overall take rate since Sea does not (or rarely) disclose the e-commerce revenue per region. In 4Q21, Shopee Brazil recorded more than $70 million in revenue, which accounts for over 4% of total e-commerce revenue. If we are making an educated guess, assuming that the revenue growth was about 200% (Y/Y) in the 4Q22 (actual growth was 270% in 2Q22 and 225% in 3Q22), it would make up about 10% of Sea&#39;s e-commerce revenue. Our assumption for Sea&#39;s e-commerce take rate stands at 12-13% by 2025.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf9113184a4cba66038966bb3baf12ca\" alt=\"MELI&#39;s take rate (Company)\" title=\"MELI&#39;s take rate (Company)\" tg-width=\"576\" tg-height=\"408\"/><span>MELI&#39;s take rate (Company)</span></p><h3 style=\"text-align: left;\">...giving chances for digital payment services providers</h3><p style=\"text-align: left;\">Opportunities are also wide open for Sea’s digital financial services. Visa (NYSE: V) found that mobile wallets and contactless cards drove digital payment in Southeast Asia and that respondents prefer mobile wallets over cards. Why? 56% of respondents in the region cited “the ability to earn rewards and receive promotional discounts and cash back” as one of the key reasons to use e-wallets, BCG noted. Yet, customers appear to have stickiness as some people said they would still use e-wallets without promotions and discounts.</p><p style=\"text-align: left;\">As more people use e-wallets, this is where SeaBank comes into play. For example, in Indonesia, ShopeePay users typically top up their wallet through bank transfers or cash payment in local convenience stores. However, they are required to pay Rp1,000 (~$0.07) or Rp1,500 (~$0.1) per top up depending on the payment method they use. While such figures appear minuscule, what if users top up their e-wallets per transaction? Having a SeaBank account allows depositors to top up ShopeePay and transfer their money to another bank up to 100 transactions for free.</p><p style=\"text-align: left;\">Digital banks are gaining traction. SeaBank Indonesia reported satisfying earnings results, as net income stood at ~$18 million in 2022 from a loss of ~$21 million in 2021, per Tech in Asia. Moreover, loan disbursements almost tripled to $1.1 billion from $409 million. Still, there is plenty of leeway for growth as Indonesia has the third-largest unbanked population in the world, according to the World Economic Forum.</p><h2 style=\"text-align: left;\">2. Players Are Heading Toward Profitability</h2><p style=\"text-align: left;\">While Sea successfully cut costs, GMV growth slowed, posing a question of whether the company could balance growth and profitability. When asked about the topic, the management said during the last earnings call:</p><blockquote>Now in terms of outlook and balancing growth and profitability. So as we shared also, our outlook for markets in the long run remains very strong. Because of its demographic features, the young rolling population, deepened digital penetration vis-à-vis offline retail and also the economic growth potential of our region.</blockquote><p style=\"text-align: left;\">We agree that the long-term outlook remains strong, as we pointed out previously. However, while e-commerce companies ramp up their sales incentive to gain market share, they have been unable to create stickiness. Otherwise, why would e-commerce companies still resort to aggressive promotions for years? SurveySensum’s findings also confirm our belief as “value for money” is the second biggest reason why e-commerce users switch to online stores.</p><p style=\"text-align: left;\">Fortunately, e-commerce companies “mutually agree” that sacrificing the bottom line for aggressive promotions and discounts is not sustainable. For example, GoTo, Shopee’s biggest competitor in Indonesia’s e-commerce landscape with 35% GMV market share in 2020 vs. Shopee’s 37% (Momentum Works data), expects its adjusted EBITDA to turn positive in 4Q23. Yet, the company said it would “try to react” when facing competition, albeit in a “sustainable manner.” Interestingly, GoTo is suspending its GTV and gross revenue guidance to “focus on efficiency and profitability.” Other Indonesia-based players, such as Blibli and Bukalapak, are also making their way to profitability.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cd283006bcc37ae062ba8347dc3b912\" alt=\"GoTo Adjusted EBITDA as a % of GTV (Company)\" title=\"GoTo Adjusted EBITDA as a % of GTV (Company)\" tg-width=\"569\" tg-height=\"408\"/><span>GoTo Adjusted EBITDA as a % of GTV (Company)</span></p><p style=\"text-align: left;\">We believe the industry is becoming more rational, with profitability becoming the number one priority. This also triggers customers to increasingly look beyond price and prefer a better customer experience, in our view. For example, GoTo is increasing intra-city selection availability outside Greater Jakarta, so that customers can order same-day delivery using its first-party logistic services, thus improving economies of scale. Investment in logistics remains a priority for Sea, as said by Sea’s management:</p><blockquote>And another thing is, as we shared before, the reason we are very focused on cost structure, in particular, logistics, is because we are trying to expand the profitable TAM for the market as a whole by addressing sellers and buyers who are underserved or unaddressed by existing players and having a better structure, having more target focus on the mass market allow us to be a differentiated player in the market, capturing a significant share of the pie in our view.</blockquote><h2 style=\"text-align: left;\">Counterpoint: The Industry Has Low Barriers To Entry</h2><p style=\"text-align: left;\">But it is not all fun and games, as competition is here to stay. We think the industry’s low barriers to entry make it easier for new players to enter the competitive landscape. For example, social commerce, such as TikTok Shop and Instagram Shop, proliferates. According to a survey by Populix, 86% of respondents in Indonesia have tried shopping on social media, with 46% of them having shopped for goods in TikTok Shop. Further, The Information reported that TikTok’s GMV in Southeast Asia quadrupled to $4.4 billion in 2022 according to sources familiar with internal data, as cited in Tech in Asia.</p><p style=\"text-align: left;\">While we can argue that TikTok has already had sizable users in the first place, it demonstrates how quickly companies can enter the competitive landscape and gain traction. As we are writing, TikTok is giving discount coupons to new customers. Our view is that while the industry is more rational, things could change quickly as new players enter the market with aggressive promotions and discounts. Existing players are likely to walk the same path to protect market share at the expense of possibly margin erosions, in our view.</p><h2 style=\"text-align: left;\">Valuation</h2><p style=\"text-align: left;\">Our fair value estimate for Sea Limited is $88 per share (12% upside), derived from a 10-year DCF valuation (9% WACC, 4% long-term growth), implying a forward P/E of 51x. We made three scenarios suggesting that Sea’s fair value is between $61 per share and $124 per share. An aggressive 30% margin of safety to our base case scenario suggests an acceptable buying price of $62 per share (35x forward P/E). If you think 30% is too aggressive, $66 per share (25% margin of safety) is also a good entry point, in our view.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28df3879868874a2116131ae828749fc\" alt=\"Sea&#39;s 10-year DCF valuation (Vektor Research)\" title=\"Sea&#39;s 10-year DCF valuation (Vektor Research)\" tg-width=\"640\" tg-height=\"383\"/><span>Sea&#39;s 10-year DCF valuation (Vektor Research)</span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a249cd72a618a5b6e6233659fe0ddd79\" alt=\"Sea&#39;s valuation summary per cases (Vektor Research)\" title=\"Sea&#39;s valuation summary per cases (Vektor Research)\" tg-width=\"640\" tg-height=\"234\"/><span>Sea&#39;s valuation summary per cases (Vektor Research)</span></p><h2 style=\"text-align: left;\">Where We Are Different From The Market</h2><p style=\"text-align: left;\">Consensus expects revenue to grow 12% annually until 2025, while our base case estimate suggests a 16% top-line annual growth. We believe that low e-commerce penetration, take rate expansion, and large untapped markets for e-commerce and digital financial services will help drive Sea’s revenue growth despite further cost-efficiency efforts that will impact GMV growth. Further, the industry is heading toward profitability.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/672994444b45c3c387d001de604e786f\" alt=\"Consensus revenue estimates (Seeking Alpha)\" title=\"Consensus revenue estimates (Seeking Alpha)\" tg-width=\"640\" tg-height=\"201\"/><span>Consensus revenue estimates (Seeking Alpha)</span></p><p style=\"text-align: left;\">On the other hand, while Sea believes that the take rate still has room for growth, competition is here to stay, as social commerce could force e-commerce companies to do more promotions and discounts, thus possibly hurting margins. Hence, investors should take Sea’s margin expansion story with a grain of salt.</p><p style=\"text-align: left;\">Indeed, there is a discrepancy between the market value and our fair value estimate. However, even a good business should be bought at the right price, thus applying an aggressive margin of safety makes a lot of sense.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2881c171bbdd7a2d23881f09bb12be8\" alt=\"Consensus EPS estimates (Seeking Alpha)\" title=\"Consensus EPS estimates (Seeking Alpha)\" tg-width=\"640\" tg-height=\"201\"/><span>Consensus EPS estimates (Seeking Alpha)</span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f08611e34cc55159e0e5937bc0ceab4c\" alt=\"Analysts&#39; target price (Seeking Alpha)\" title=\"Analysts&#39; target price (Seeking Alpha)\" tg-width=\"640\" tg-height=\"209\"/><span>Analysts&#39; target price (Seeking Alpha)</span></p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Sea Limited is a great option to get exposure to emerging markets. While cost-efficiency efforts slowed GMV growth, Sea still has a long runway for growth, driven by a low e-commerce penetration rate, large unbanked population, and take rate expansion. The industry is also heading toward profitability, but it has low barriers to entry, with social commerce joining the bandwagon. Aggressive promotions and discounts by new players as a means of gaining market share are likely to force established players to provide discounts once again to defend their market share. Hence, investors should take the margin expansion story with a grain of salt.</p><p style=\"text-align: left;\">Our base case estimates suggest Sea’s fair value to be $88 per share, implying 51x forward P/E. A 30% margin of safety suggests that an attractive buying opportunity is $62 per share (35x forward P/E). At least $66 per share (25% margin of safety) is also a good entry point. Investment risk stems from social commerce that could intensify the competitive landscape, which could force existing players to do promotions and discounting.</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>Sea Limited: Ample Room For Growth, But Competition Is Here To Stay</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 Limited: Ample Room For Growth, But Competition Is Here To Stay\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595779-sea-limited-se-ample-room-for-growth-but-competition-to-stay><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea successfully cut its costs, improving its unit economics, and turning its EBIT positive. However, this comes at the expense of GMV growth, which has been a concern for investors.However, we...</p>\n\n<a href=\"https://seekingalpha.com/article/4595779-sea-limited-se-ample-room-for-growth-but-competition-to-stay\">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://seekingalpha.com/article/4595779-sea-limited-se-ample-room-for-growth-but-competition-to-stay","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1116198962","content_text":"SummarySea successfully cut its costs, improving its unit economics, and turning its EBIT positive. However, this comes at the expense of GMV growth, which has been a concern for investors.However, we believe that low e-commerce penetration, take rate expansion, large unbanked population offering large potential for digital financial services, and a more rational industry will help drive top-line growth.Still, the competition is here to stay, as social commerce is gaining traction. New players could be aggressive, thus forcing existing players to do more promotions and discounts.We estimate Sea's fair value at $88 per share derived from 10-year DCF (9% WACC, 4% long-term growth). An aggressive 30% margin of safety suggests that an attractive entry price is $62 per share.Investment ThesisWe believe that the Southeast Asia and Latin America e-commerce markets remain under-penetrated, and the unbanked population provides opportunities for digital financial services. Cost-cutting efforts slowed GMV growth, but as the industry is heading toward profitability, thus fewer discounts, customers will be looking for a better customer experience, in our view. However, competition is here to stay as social commerce is gaining traction. The stock is attractive at $62 per share (30% margin of safety). $66 per share (25% margin of safety) is also a good entry point.A New Kid On The Block, But Soon Become A Tech GiantOriginally started as a digital entertainment company in 2009, Sea Limited (NYSE:SE) is a Singapore-based tech company with a $45 billion market capitalization. The company’s operations span across countries, including Southeast Asia, Taiwan, and Brazil. The market in Southeast Asia, which more specifically includes Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam, contributes more than 60% of Sea’s revenue.Sea's revenue contributors by geographical area (Vektor Research)In general, Sea has three business segments: Garena, a digital entertainment business; Shopee, an e-commerce platform; and a digital financial services provider under SeaMoney. As of 2022, Shopee contributed almost 60% of Sea’s revenue.Segments contribution to revenue (%) (Vektor Research)How Does Sea Make Money?First, Sea launches and operates third-party games and helps its partners with marketing, distribution, and monetization. Free Fire is the company’s first in-house developed game, and together with four third-party games, contributed 98% of Sea’s digital entertainment revenue. Those games are free to play, but players can purchase in-game items, from which Sea monetizes its gaming platform under the so-called “freemium” model.Second, Shopee is an e-commerce platform where individuals, small-medium enterprises, and large retailers under Shopee Mall sell their products by paying transaction fees. Sellers can upgrade their status to Star or Star+ after completing a few milestones but will be charged a higher transaction fee, hoping that buyers will consider them more “trusted” sellers than non-Star ones. Alternatively, sellers will gain more clicks by topping up the “coin” balance and using those coins for Shopee’s advertising services. Additionally, Shopee also engages in the food delivery business under Shopee Food.Shopee's transaction fees (Shopee)Lastly, Sea provides digital financial services, including mobile wallet (ShopeePay), buy now pay later service (SPayLater), and digital banking services. Further, Sea acquired a local Indonesian bank in 2020 and launched SeaBank Indonesia a year later, and SeaBank Philippines was opened in 2022. Sea charges fees and interests and receives premiums (insurance business) for its services.What's Up With The Stock?Sea’s stock bottomed up from $40 per share and now trades at $79 per share. The company pivoted from being growth-driven to a profit-minded one, with its operating income turning positive to $343 million. Why the pivot? The Motley Fool noted Sea’s CEO’s memo to employees suggesting the inability to “raise funds in the market” due to “investors fleeing for ‘safe haven’ investments.” Additionally, Tencent had shed its stake from 21.3% to 18.7% early last year before its COO left Sea’s board of directors.Data by YChartsAs a result, the company cut costs left and right by “reviewing” its headcount, being selective in “high potential projects,” and better targeting its marketing spend. For example, Sea reportedly laid off around 10% of its workforce at some point last year and effectively reduced its sales and marketing expenses as a percentage of revenue to 14% in 4Q22 from ~25%-40%.Sea's sales and marketing expenses as a % of revenue (Vektor Research)This helps improve Shopee’s unit economics, as seen in Figure 6. Sales incentive that exceeds the revenue expected by the company will be recorded in sales and marketing expenses. According to the annual report, excess incentive was about 12% of revenue in 2022 and less than 5% in 4Q22, suggesting that Sea has aggressively reduced discounts and promotions.Shopee's unit economics (Vektor Research)Nevertheless, gross orders declined 15% (Y/Y), and GMV growth slowed to 8% (Y/Y) in 4Q22 from 21% (Y/Y) in 3Q22 on a constant currency basis. Reported GMV declined 1.1% (Y/Y). Moreover, Sea reported $7.3 billion in e-commerce revenue last year–lower than its then-full-year guidance of $8.8 billion (mid-point), later scrapped due to a shift to “focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business.\" In turn, take rate increases supported Sea's e-commerce top-line growth. Operating cash flow was a negative $1.1 billion last year (-$1.8 billion minus share-based compensation).GMV and e-commerce revenue growth (Vektor Research)Data by YChartsBut this did not stop the stock price from rising, as investors and analysts have been eyeing Sea's cost-cutting efforts, which turned its EBIT positive. Still, concerns remain about whether such efforts will come at the expense of top-line growth. Lastly, is Sea providing an attractive buying opportunity?Sea's consensus revenue revision trend (Seeking Alpha)Sea's consensus EPS revision trend (Seeking Alpha)1. The Industry's Potential Remains Largely UntappedSoutheast Asia and Latin America e-commerce markets remain under-penetrated...We believe that Sea’s growth story is still in play. While the e-commerce market in Southeast Asia has grown five times larger, it remains under-penetrated. According to McKinsey, Indonesia and Singapore had a ~30% penetration rate, while the Philippines, Thailand, and Vietnam trailed at ~15%. Looking forward, the consultancy expects the market to grow 22% annually until 2026.For example, Alpha JWC Ventures and Kearney published a study on the untapped potential of Indonesia's tier 2 and tier 3 cities. The study noted that those cities lagged three to five years in the digital adoption of tier-1 cities and that “familiarization” is likely the key driver to adoption. How big is the market? The e-commerce market size for tier 2 and 3 cities is expected to grow to ~$45 billion GMV in 2025 from ~$9 billion GMV in 2020. Additionally, the buy now, pay later service also helps spur e-commerce growth, given that the credit card penetration is only 6% in the country, as noted by BCG.Further, Shopee has gained traction in Brazil since its inception in 2019. Revenue grew over 225% (Y/Y) in 3Q22, and unit economics gradually improved. It had recorded \"below $2\" adjusted EBITDA loss per order before HQ expenses (contribution margin) in 4Q21 before improving to a $0.47 loss in a year later.Latitud noted that Latin America’s e-commerce market remained fast-growing, and its penetration rate was estimated to be less than 12% in 2022. Statista noted that retail online sales in Latin America were around $168 billion in 2022, which only accounted for 11% of total retail sales. The figure is estimated to increase to ~20% by 2026. Additionally, the International Trade Administration said that Shopee was number two in market share in Brazil, preceded by Argentina-based MercadoLibre (MELI).Sea's growth story comes from not only a low penetration rate but also a take rate expansion. While Sea is improving monetization in its core marketplace business, its take rate is also supported by Shopee Brazil. In general, the take rate in Brazil was \"materially higher than many other market,\" the management said. For example, MELI's commerce take rate stood at ~17%, which expanded thanks to \"advertising revenues and the incremental monetization on shipping and logistics.\"We acknowledge that it is tough to quantify how much Shopee Brazil will impact the overall take rate since Sea does not (or rarely) disclose the e-commerce revenue per region. In 4Q21, Shopee Brazil recorded more than $70 million in revenue, which accounts for over 4% of total e-commerce revenue. If we are making an educated guess, assuming that the revenue growth was about 200% (Y/Y) in the 4Q22 (actual growth was 270% in 2Q22 and 225% in 3Q22), it would make up about 10% of Sea's e-commerce revenue. Our assumption for Sea's e-commerce take rate stands at 12-13% by 2025.MELI's take rate (Company)...giving chances for digital payment services providersOpportunities are also wide open for Sea’s digital financial services. Visa (NYSE: V) found that mobile wallets and contactless cards drove digital payment in Southeast Asia and that respondents prefer mobile wallets over cards. Why? 56% of respondents in the region cited “the ability to earn rewards and receive promotional discounts and cash back” as one of the key reasons to use e-wallets, BCG noted. Yet, customers appear to have stickiness as some people said they would still use e-wallets without promotions and discounts.As more people use e-wallets, this is where SeaBank comes into play. For example, in Indonesia, ShopeePay users typically top up their wallet through bank transfers or cash payment in local convenience stores. However, they are required to pay Rp1,000 (~$0.07) or Rp1,500 (~$0.1) per top up depending on the payment method they use. While such figures appear minuscule, what if users top up their e-wallets per transaction? Having a SeaBank account allows depositors to top up ShopeePay and transfer their money to another bank up to 100 transactions for free.Digital banks are gaining traction. SeaBank Indonesia reported satisfying earnings results, as net income stood at ~$18 million in 2022 from a loss of ~$21 million in 2021, per Tech in Asia. Moreover, loan disbursements almost tripled to $1.1 billion from $409 million. Still, there is plenty of leeway for growth as Indonesia has the third-largest unbanked population in the world, according to the World Economic Forum.2. Players Are Heading Toward ProfitabilityWhile Sea successfully cut costs, GMV growth slowed, posing a question of whether the company could balance growth and profitability. When asked about the topic, the management said during the last earnings call:Now in terms of outlook and balancing growth and profitability. So as we shared also, our outlook for markets in the long run remains very strong. Because of its demographic features, the young rolling population, deepened digital penetration vis-à-vis offline retail and also the economic growth potential of our region.We agree that the long-term outlook remains strong, as we pointed out previously. However, while e-commerce companies ramp up their sales incentive to gain market share, they have been unable to create stickiness. Otherwise, why would e-commerce companies still resort to aggressive promotions for years? SurveySensum’s findings also confirm our belief as “value for money” is the second biggest reason why e-commerce users switch to online stores.Fortunately, e-commerce companies “mutually agree” that sacrificing the bottom line for aggressive promotions and discounts is not sustainable. For example, GoTo, Shopee’s biggest competitor in Indonesia’s e-commerce landscape with 35% GMV market share in 2020 vs. Shopee’s 37% (Momentum Works data), expects its adjusted EBITDA to turn positive in 4Q23. Yet, the company said it would “try to react” when facing competition, albeit in a “sustainable manner.” Interestingly, GoTo is suspending its GTV and gross revenue guidance to “focus on efficiency and profitability.” Other Indonesia-based players, such as Blibli and Bukalapak, are also making their way to profitability.GoTo Adjusted EBITDA as a % of GTV (Company)We believe the industry is becoming more rational, with profitability becoming the number one priority. This also triggers customers to increasingly look beyond price and prefer a better customer experience, in our view. For example, GoTo is increasing intra-city selection availability outside Greater Jakarta, so that customers can order same-day delivery using its first-party logistic services, thus improving economies of scale. Investment in logistics remains a priority for Sea, as said by Sea’s management:And another thing is, as we shared before, the reason we are very focused on cost structure, in particular, logistics, is because we are trying to expand the profitable TAM for the market as a whole by addressing sellers and buyers who are underserved or unaddressed by existing players and having a better structure, having more target focus on the mass market allow us to be a differentiated player in the market, capturing a significant share of the pie in our view.Counterpoint: The Industry Has Low Barriers To EntryBut it is not all fun and games, as competition is here to stay. We think the industry’s low barriers to entry make it easier for new players to enter the competitive landscape. For example, social commerce, such as TikTok Shop and Instagram Shop, proliferates. According to a survey by Populix, 86% of respondents in Indonesia have tried shopping on social media, with 46% of them having shopped for goods in TikTok Shop. Further, The Information reported that TikTok’s GMV in Southeast Asia quadrupled to $4.4 billion in 2022 according to sources familiar with internal data, as cited in Tech in Asia.While we can argue that TikTok has already had sizable users in the first place, it demonstrates how quickly companies can enter the competitive landscape and gain traction. As we are writing, TikTok is giving discount coupons to new customers. Our view is that while the industry is more rational, things could change quickly as new players enter the market with aggressive promotions and discounts. Existing players are likely to walk the same path to protect market share at the expense of possibly margin erosions, in our view.ValuationOur fair value estimate for Sea Limited is $88 per share (12% upside), derived from a 10-year DCF valuation (9% WACC, 4% long-term growth), implying a forward P/E of 51x. We made three scenarios suggesting that Sea’s fair value is between $61 per share and $124 per share. An aggressive 30% margin of safety to our base case scenario suggests an acceptable buying price of $62 per share (35x forward P/E). If you think 30% is too aggressive, $66 per share (25% margin of safety) is also a good entry point, in our view.Sea's 10-year DCF valuation (Vektor Research)Sea's valuation summary per cases (Vektor Research)Where We Are Different From The MarketConsensus expects revenue to grow 12% annually until 2025, while our base case estimate suggests a 16% top-line annual growth. We believe that low e-commerce penetration, take rate expansion, and large untapped markets for e-commerce and digital financial services will help drive Sea’s revenue growth despite further cost-efficiency efforts that will impact GMV growth. Further, the industry is heading toward profitability.Consensus revenue estimates (Seeking Alpha)On the other hand, while Sea believes that the take rate still has room for growth, competition is here to stay, as social commerce could force e-commerce companies to do more promotions and discounts, thus possibly hurting margins. Hence, investors should take Sea’s margin expansion story with a grain of salt.Indeed, there is a discrepancy between the market value and our fair value estimate. However, even a good business should be bought at the right price, thus applying an aggressive margin of safety makes a lot of sense.Consensus EPS estimates (Seeking Alpha)Analysts' target price (Seeking Alpha)ConclusionSea Limited is a great option to get exposure to emerging markets. While cost-efficiency efforts slowed GMV growth, Sea still has a long runway for growth, driven by a low e-commerce penetration rate, large unbanked population, and take rate expansion. The industry is also heading toward profitability, but it has low barriers to entry, with social commerce joining the bandwagon. Aggressive promotions and discounts by new players as a means of gaining market share are likely to force established players to provide discounts once again to defend their market share. Hence, investors should take the margin expansion story with a grain of salt.Our base case estimates suggest Sea’s fair value to be $88 per share, implying 51x forward P/E. A 30% margin of safety suggests that an attractive buying opportunity is $62 per share (35x forward P/E). At least $66 per share (25% margin of safety) is also a good entry point. Investment risk stems from social commerce that could intensify the competitive landscape, which could force existing players to do promotions and discounting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948210687,"gmtCreate":1680710990349,"gmtModify":1680710994055,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948210687","repostId":"2324872612","repostType":4,"repost":{"id":"2324872612","kind":"highlight","pubTimestamp":1680708426,"share":"https://ttm.financial/m/news/2324872612?lang=&edition=fundamental","pubTime":"2023-04-05 23:27","market":"us","language":"en","title":"2 Warren Buffett Stocks That Look Like Bargains Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2324872612","media":"Motley Fool","summary":"A long bear market pushed these stocks down to what looks like bargain pricing.","content":"<html><head></head><body><p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn&#39;t any surefire way to tell apart those destined to climb higher from those that will underperform.</p><p>For more than five decades, paying attention to the stocks Warren Buffett and his lieutenants buy for <strong>Berkshire Hathaway</strong>&#39;s (NYSE: BRK.A) (NYSE: BRK.B) equity portfolio has been a winning strategy for generating long-term gains. Shares of the holding company have risen at a rate of 19.6% annually since Buffett took the helm in 1965.</p><p>The recent implosion of Silicon Valley Bank (a subsidiary of <strong>SVB Financial</strong>) and <strong>Signature Bank</strong> caused banking stocks to fall across the board in March. Now, shares of <strong>Ally Financial</strong> and <strong>Citigroup</strong> are trading at bargain prices that are too good to ignore.</p><h2>Ally Financial</h2><p>Buffett famously loves banks because he knows people will always need a safe place to put their money. One bank that caught his eye last year was Ally Financial. This is an all-digital bank charging into the future, but it isn&#39;t an uncertain start-up. Ally began as the financial arm of <strong>General Motors</strong> more than a century ago.</p><p>At recent prices, the stock offers a 4.7% yield, and it could climb much higher. A lean, all-digital operating model allowed Ally Financial to raise its dividend payout by a whopping 131% over the past five years.</p><p>Despite rapidly cranking up its quarterly payout, Ally needed less than 15% of the free cash flow it generated last year to meet its commitment. That means there&#39;s plenty of room for new dividend raises even if earnings dip in response to an economic slowdown.</p><p>So far, Ally is weathering the storm. Fourth-quarter consumer auto originations fell about 16% year over year to $9.2 billion. Before reading too much into this decline, though, it&#39;s important to remember that stimulus checks caused auto sales to spike in 2021.</p><p>A recession could limit new loan originations, but each loan Ally originates now is earning significantly more. The estimated yield on new auto loans rose 2.6% year over year to 9.57% in the fourth quarter of 2022.</p><p>Last year, Ally Financial reported a healthy 14.4% return on equity. Despite impressive earnings power, it&#39;s trading for the low price of just 0.8 times its tangible book value. Buying the stock at this bargain valuation gives you a great chance to realize market-beating gains over the long run.</p><h2>Citigroup</h2><p>If you think Ally&#39;s trading at a low valuation for a bank stock, just wait until you hear about Citigroup. The stock sold off last month even though it&#39;s a &#34;too big to fail&#34; bank that&#39;s subject to strict capital requirements. Those capital requirements are designed to prevent the sort of bank runs that felled SVB Financial and Signature Bank.</p><p>Now you can buy shares of this systemically important bank for less than 0.6 times its tangible book value. Citigroup&#39;s trading at a low valuation because it&#39;s in the middle of a long transition following years of underperformance. In a nutshell, it&#39;s selling off its international consumer banking operations to streamline operations and focus on profits.</p><p>In the fourth quarter of 2022, Citigroup raised its tier 1 capital ratio to 13%, which is more than enough to satisfy regulators. Most systemically important banks distribute capital that exceeds regulatory requirements, but this bank is behaving extra-cautiously.</p><p>Citigroup is holding off on buybacks and dividend raises while it&#39;s in the middle of uncertain asset sales. Investors want to keep a close eye on the potential sale of its consumer bank in Mexico, Banco Nacional de México (Citibanamex), in a deal valued between $6 billion and $8 billion.</p><p>Completing the complicated Citibanamex sale could unleash a torrent of share buybacks. Adding some shares to your portfolio now looks like a reasonably safe way to generate market-beating returns over the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett Stocks That Look Like Bargains Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Warren Buffett Stocks That Look Like Bargains Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLY":"Ally Financial Inc.","C":"花旗"},"source_url":"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324872612","content_text":"After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell apart those destined to climb higher from those that will underperform.For more than five decades, paying attention to the stocks Warren Buffett and his lieutenants buy for Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) equity portfolio has been a winning strategy for generating long-term gains. Shares of the holding company have risen at a rate of 19.6% annually since Buffett took the helm in 1965.The recent implosion of Silicon Valley Bank (a subsidiary of SVB Financial) and Signature Bank caused banking stocks to fall across the board in March. Now, shares of Ally Financial and Citigroup are trading at bargain prices that are too good to ignore.Ally FinancialBuffett famously loves banks because he knows people will always need a safe place to put their money. One bank that caught his eye last year was Ally Financial. This is an all-digital bank charging into the future, but it isn't an uncertain start-up. Ally began as the financial arm of General Motors more than a century ago.At recent prices, the stock offers a 4.7% yield, and it could climb much higher. A lean, all-digital operating model allowed Ally Financial to raise its dividend payout by a whopping 131% over the past five years.Despite rapidly cranking up its quarterly payout, Ally needed less than 15% of the free cash flow it generated last year to meet its commitment. That means there's plenty of room for new dividend raises even if earnings dip in response to an economic slowdown.So far, Ally is weathering the storm. Fourth-quarter consumer auto originations fell about 16% year over year to $9.2 billion. Before reading too much into this decline, though, it's important to remember that stimulus checks caused auto sales to spike in 2021.A recession could limit new loan originations, but each loan Ally originates now is earning significantly more. The estimated yield on new auto loans rose 2.6% year over year to 9.57% in the fourth quarter of 2022.Last year, Ally Financial reported a healthy 14.4% return on equity. Despite impressive earnings power, it's trading for the low price of just 0.8 times its tangible book value. Buying the stock at this bargain valuation gives you a great chance to realize market-beating gains over the long run.CitigroupIf you think Ally's trading at a low valuation for a bank stock, just wait until you hear about Citigroup. The stock sold off last month even though it's a \"too big to fail\" bank that's subject to strict capital requirements. Those capital requirements are designed to prevent the sort of bank runs that felled SVB Financial and Signature Bank.Now you can buy shares of this systemically important bank for less than 0.6 times its tangible book value. Citigroup's trading at a low valuation because it's in the middle of a long transition following years of underperformance. In a nutshell, it's selling off its international consumer banking operations to streamline operations and focus on profits.In the fourth quarter of 2022, Citigroup raised its tier 1 capital ratio to 13%, which is more than enough to satisfy regulators. Most systemically important banks distribute capital that exceeds regulatory requirements, but this bank is behaving extra-cautiously.Citigroup is holding off on buybacks and dividend raises while it's in the middle of uncertain asset sales. Investors want to keep a close eye on the potential sale of its consumer bank in Mexico, Banco Nacional de México (Citibanamex), in a deal valued between $6 billion and $8 billion.Completing the complicated Citibanamex sale could unleash a torrent of share buybacks. Adding some shares to your portfolio now looks like a reasonably safe way to generate market-beating returns over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947162001,"gmtCreate":1682684869506,"gmtModify":1682684876864,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947162001","repostId":"2330193528","repostType":2,"repost":{"id":"2330193528","kind":"highlight","pubTimestamp":1682695174,"share":"https://ttm.financial/m/news/2330193528?lang=&edition=fundamental","pubTime":"2023-04-28 23:19","market":"us","language":"en","title":"2 Top Artificial Intelligence Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2330193528","media":"Motley Fool","summary":"Nvidia and Google are positioned to dominate this burgeoning new industry.","content":"<html><head></head><body><p>With the launch of the artificial intelligence (AI) chatbot ChatGPT in late 2022, generative AI has taken the tech world by storm. And major companies like <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> and Alphabet are scrambling to get a piece of the action. Let&#39;s discuss why they have what it takes to succeed. </p><h2>1. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>Up 89% year to date, Nvidia is one of 2023&#39;s biggest success stories. Investors are becoming increasingly optimistic about the company&#39;s revenue potential in AI. And while the chipmaker already has a rich valuation, its hardware focus gives it a key advantage over the software-focused alternatives from an investment perspective. </p><p>OpenAI trained its ChatGPT chatbot with thousands of Nvidia&#39;s $10,000 A100 chips. And instead of letting rivals catch up to its technological lead, the company has already developed a successor called the H100, which can train AI models nine times faster and infer data 30 times faster, according to tech magazine <em>Venture Beat</em>. </p><p>The soaring interest in building AI platforms led to a surge in demand for these products, which can sustainably boost Nvidia&#39;s revenue and profits. </p><p>Nvidia&#39;s picks-and-shovels strategy shields it from some of the competition and uncertainty involved in building a consumer-facing AI platform to rival ChatGPT. And this likely contributes to its high valuation multiple of 60 times earnings. But you get what you pay for, and Nvidia is already a clear winner in the upcoming AI arms race. </p><h2>2. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> </h2><p>With Alphabet up by just 16% year to date, the market might be overlooking its AI potential. Its Google chatbot Bard underwhelmed some early observers, but investors seem to be underestimating the company&#39;s long-term potential to dominate the software side of the industry. </p><p>Generative AI will disrupt Alphabet&#39;s search business because it can fulfill a similar role of answering customer queries. That said, there is no reason to believe these platforms will replace traditional search because search engines allow people to interact with the internet directly instead of having their experience filtered through a chatbot. </p><p>Furthermore, as the owner of the world&#39;s two largest websites, Google and YouTube, Alphabet has access to a vast amount of data to train AI models. This will give it a rock-solid economic moat, as well as cost advantages as companies like Reddit and Twitter move to start charging fees to any AI platform that uses their data to train language models. </p><p>With a price-to-earnings (P/E) multiple of just 20, Alphabet trades at an attractive discount to the Nasdaq 100&#39;s average of 27. </p><h2>Understanding the valuations </h2><p>Nvidia and Alphabet are great ways for investors to bet on AI technology -- backed by the stability and diversification of blue chip companies. But they serve slightly different investment strategies. As a hardware-focused company, Nvidia will directly benefit from industry growth through its chip sales, and the meteoric rise of its stock price in 2023 reflects that. </p><p>On the other hand, Alphabet will have to struggle with rivals to capture the consumer market with its AI software. But its stock hasn&#39;t risen nearly as much this year, and the lower valuation suggests its potential success isn&#39;t already priced in, making it an arguably better buy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Artificial Intelligence Stocks to Buy and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Artificial Intelligence Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-28 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/28/2-top-artificial-intelligence-stocks-to-buy-and-ho/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the launch of the artificial intelligence (AI) chatbot ChatGPT in late 2022, generative AI has taken the tech world by storm. And major companies like Nvidia  and Alphabet are scrambling to get a...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/28/2-top-artificial-intelligence-stocks-to-buy-and-ho/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","NVDA":"英伟达","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/04/28/2-top-artificial-intelligence-stocks-to-buy-and-ho/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330193528","content_text":"With the launch of the artificial intelligence (AI) chatbot ChatGPT in late 2022, generative AI has taken the tech world by storm. And major companies like Nvidia  and Alphabet are scrambling to get a piece of the action. Let's discuss why they have what it takes to succeed. 1. NvidiaUp 89% year to date, Nvidia is one of 2023's biggest success stories. Investors are becoming increasingly optimistic about the company's revenue potential in AI. And while the chipmaker already has a rich valuation, its hardware focus gives it a key advantage over the software-focused alternatives from an investment perspective. OpenAI trained its ChatGPT chatbot with thousands of Nvidia's $10,000 A100 chips. And instead of letting rivals catch up to its technological lead, the company has already developed a successor called the H100, which can train AI models nine times faster and infer data 30 times faster, according to tech magazine Venture Beat. The soaring interest in building AI platforms led to a surge in demand for these products, which can sustainably boost Nvidia's revenue and profits. Nvidia's picks-and-shovels strategy shields it from some of the competition and uncertainty involved in building a consumer-facing AI platform to rival ChatGPT. And this likely contributes to its high valuation multiple of 60 times earnings. But you get what you pay for, and Nvidia is already a clear winner in the upcoming AI arms race. 2. Alphabet With Alphabet up by just 16% year to date, the market might be overlooking its AI potential. Its Google chatbot Bard underwhelmed some early observers, but investors seem to be underestimating the company's long-term potential to dominate the software side of the industry. Generative AI will disrupt Alphabet's search business because it can fulfill a similar role of answering customer queries. That said, there is no reason to believe these platforms will replace traditional search because search engines allow people to interact with the internet directly instead of having their experience filtered through a chatbot. Furthermore, as the owner of the world's two largest websites, Google and YouTube, Alphabet has access to a vast amount of data to train AI models. This will give it a rock-solid economic moat, as well as cost advantages as companies like Reddit and Twitter move to start charging fees to any AI platform that uses their data to train language models. With a price-to-earnings (P/E) multiple of just 20, Alphabet trades at an attractive discount to the Nasdaq 100's average of 27. Understanding the valuations Nvidia and Alphabet are great ways for investors to bet on AI technology -- backed by the stability and diversification of blue chip companies. But they serve slightly different investment strategies. As a hardware-focused company, Nvidia will directly benefit from industry growth through its chip sales, and the meteoric rise of its stock price in 2023 reflects that. On the other hand, Alphabet will have to struggle with rivals to capture the consumer market with its AI software. But its stock hasn't risen nearly as much this year, and the lower valuation suggests its potential success isn't already priced in, making it an arguably better buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944666678,"gmtCreate":1681830341295,"gmtModify":1681830345337,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"very informative","listText":"very informative","text":"very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944666678","repostId":"2327869497","repostType":2,"repost":{"id":"2327869497","kind":"highlight","pubTimestamp":1681830000,"share":"https://ttm.financial/m/news/2327869497?lang=&edition=fundamental","pubTime":"2023-04-18 23:00","market":"us","language":"en","title":"AI Revolution: 2 AI Stocks Billionaires Are Buying Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2327869497","media":"Motley Fool","summary":"The next generation of AI has caught the attention of Wall Street.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>The latest innovations in artificial intelligence are taking the world by storm.</p></li><li><p>This means some of the world&#39;s most notable investors have the bug.</p></li><li><p>Billionaires have been snapping up shares of Alphabet and Nvidia, which could profit tremendously from the AI boom.</p></li></ul><p>While artificial intelligence (AI) has been around for years, recent innovations have captured the public imagination. The introduction of next-generation chatbots, including ChatGPT and <strong>Alphabet</strong>&#39;s Bard have made headlines the world over, sparking the next bull run in AI. Investors have been watching the ensuing zeitgeist and have sensed the potential to ride this ongoing trend to profits.</p><p>The next phase of AI development could be particularly lucrative and far-reaching. In fact, Cathie Wood&#39;s Ark Investment Management has done some calculations and estimates that artificial intelligence (AI) software could represent a $14 trillion revenue opportunity by 2030. </p><p>Even some of Wall Street&#39;s most notable billionaires and hedge funds have been snapping up shares of AI-related stocks, expecting to benefit from the current AI gold rush. Let&#39;s look at two such stocks billionaires are buying hand over fist.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4736b33a022ef36e3f681517b1a4c046\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"376\"/><span>Image source: Getty Images.</span></p><p></p><h2>1. Alphabet remains a key player in the AI race</h2><p>Hedge fund manager and billionaire philanthropist George Soros has made a name for himself by making savvy bets on Wall Street. He formerly managed the Quantum Fund, which generated decades of market-beating returns. Furthermore, reports suggest he made more than $1 billion in a single day by betting against the British pound, so his bona fides are well earned. </p><p>Soros Fund Management is no stranger to Alphabet, first investing in the stock back in 2017. Late last year, however, Soros saw an opportunity and began betting heavily on the search giant and AI pioneer, adding another 743,160 shares of Alphabet stock to his position, bringing the total to more than 1.8 million shares currently worth more than $192 million and representing roughly 2.1% of his portfolio.  </p><p>The excitement surrounding OpenAI&#39;s ChatGPT has been palpable, leading some to believe that Alphabet is already lagging in the AI race, but digging a little deeper provides some fascinating context. Alphabet&#39;s Pathway&#39;s Language Model (PaLM), which was introduced in early 2022, could be scaled to 540 billion parameters. This runs circles around GPT-3.5 (the foundation for ChatGPT), which clocks in at 175 billion. </p><p>To be clear, Soros likely invested in Alphabet for the company&#39;s dominant search business, which controls 93% of the worldwide market, and its industry-leading digital advertising business, with about 30% of the global online ad market. Alphabet&#39;s AI expertise is merely a delightful bonus.</p><h2>2. Nvidia&#39;s products underpin AI technology</h2><p>Ken Griffin, the founder and CEO of hedge fund Citadel Investment Group, made a name for himself by famously shorting the market ahead of the Black Monday market crash of 1987, securing his name in the annuls of investing history. That&#39;s not all. Citadel became the most successful hedge fund <em>ever</em> last year, generating gains of $16 billion. </p><p>Citadel Advisors made a big bet on <strong>Nvidia</strong> late last year, snapping up 1,588,987 shares, an increase of more than 500%. That brings the total to more than 1.9 million shares, currently worth more than $511 million. </p><p>While Nvidia isn&#39;t a pure-play AI company, it does provide the underlying technology that allows AI models to thrive. Nvidia&#39;s graphics processing units (GPUs) harness the computational horsepower necessary to train and run AI models. The chips use parallel processing -- or the ability to do a multitude of complex calculations simultaneously -- and have been optimized to run more efficiently, so they&#39;re able to handle the massive datasets necessary to train and subsequently run AI programs.</p><p>It also doesn&#39;t hurt that Nvidia GPUs are the go-to for serious gamers everywhere and its semiconductors are a staple in each of the largest and most well-known cloud operators, including <strong>Amazon</strong> Web Services (AWS), <strong>Microsoft</strong> Azure, and Google Cloud, among many others. This gives the company a firm foundation to profit, even as the ongoing adoption of AI plays out.</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>AI Revolution: 2 AI Stocks Billionaires Are Buying Hand Over Fist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Revolution: 2 AI Stocks Billionaires Are Buying Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/16/ai-revolution-2-ai-stocks-billionaires-are-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe latest innovations in artificial intelligence are taking the world by storm.This means some of the world's most notable investors have the bug.Billionaires have been snapping up shares ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/16/ai-revolution-2-ai-stocks-billionaires-are-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0861579265.USD":"联博低波幅策略股票基金A","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4551":"寇图资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4573":"虚拟现实","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4581":"高盛持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","NVDA":"英伟达","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4514":"搜索引擎","BK4529":"IDC概念","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","GOOG":"谷歌","BK4528":"SaaS概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","GOOGL":"谷歌A","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4532":"文艺复兴科技持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4587":"ChatGPT概念","LU2063271972.USD":"富兰克林创新领域基金","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4527":"明星科技股","BK4077":"互动媒体与服务","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://www.fool.com/investing/2023/04/16/ai-revolution-2-ai-stocks-billionaires-are-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327869497","content_text":"KEY POINTSThe latest innovations in artificial intelligence are taking the world by storm.This means some of the world's most notable investors have the bug.Billionaires have been snapping up shares of Alphabet and Nvidia, which could profit tremendously from the AI boom.While artificial intelligence (AI) has been around for years, recent innovations have captured the public imagination. The introduction of next-generation chatbots, including ChatGPT and Alphabet's Bard have made headlines the world over, sparking the next bull run in AI. Investors have been watching the ensuing zeitgeist and have sensed the potential to ride this ongoing trend to profits.The next phase of AI development could be particularly lucrative and far-reaching. In fact, Cathie Wood's Ark Investment Management has done some calculations and estimates that artificial intelligence (AI) software could represent a $14 trillion revenue opportunity by 2030. Even some of Wall Street's most notable billionaires and hedge funds have been snapping up shares of AI-related stocks, expecting to benefit from the current AI gold rush. Let's look at two such stocks billionaires are buying hand over fist.Image source: Getty Images.1. Alphabet remains a key player in the AI raceHedge fund manager and billionaire philanthropist George Soros has made a name for himself by making savvy bets on Wall Street. He formerly managed the Quantum Fund, which generated decades of market-beating returns. Furthermore, reports suggest he made more than $1 billion in a single day by betting against the British pound, so his bona fides are well earned. Soros Fund Management is no stranger to Alphabet, first investing in the stock back in 2017. Late last year, however, Soros saw an opportunity and began betting heavily on the search giant and AI pioneer, adding another 743,160 shares of Alphabet stock to his position, bringing the total to more than 1.8 million shares currently worth more than $192 million and representing roughly 2.1% of his portfolio.  The excitement surrounding OpenAI's ChatGPT has been palpable, leading some to believe that Alphabet is already lagging in the AI race, but digging a little deeper provides some fascinating context. Alphabet's Pathway's Language Model (PaLM), which was introduced in early 2022, could be scaled to 540 billion parameters. This runs circles around GPT-3.5 (the foundation for ChatGPT), which clocks in at 175 billion. To be clear, Soros likely invested in Alphabet for the company's dominant search business, which controls 93% of the worldwide market, and its industry-leading digital advertising business, with about 30% of the global online ad market. Alphabet's AI expertise is merely a delightful bonus.2. Nvidia's products underpin AI technologyKen Griffin, the founder and CEO of hedge fund Citadel Investment Group, made a name for himself by famously shorting the market ahead of the Black Monday market crash of 1987, securing his name in the annuls of investing history. That's not all. Citadel became the most successful hedge fund ever last year, generating gains of $16 billion. Citadel Advisors made a big bet on Nvidia late last year, snapping up 1,588,987 shares, an increase of more than 500%. That brings the total to more than 1.9 million shares, currently worth more than $511 million. While Nvidia isn't a pure-play AI company, it does provide the underlying technology that allows AI models to thrive. Nvidia's graphics processing units (GPUs) harness the computational horsepower necessary to train and run AI models. The chips use parallel processing -- or the ability to do a multitude of complex calculations simultaneously -- and have been optimized to run more efficiently, so they're able to handle the massive datasets necessary to train and subsequently run AI programs.It also doesn't hurt that Nvidia GPUs are the go-to for serious gamers everywhere and its semiconductors are a staple in each of the largest and most well-known cloud operators, including Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, among many others. This gives the company a firm foundation to profit, even as the ongoing adoption of AI plays out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945236309,"gmtCreate":1681481525001,"gmtModify":1681481529116,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"very informatiove","listText":"very informatiove","text":"very informatiove","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945236309","repostId":"1138147799","repostType":2,"repost":{"id":"1138147799","kind":"news","pubTimestamp":1681481102,"share":"https://ttm.financial/m/news/1138147799?lang=&edition=fundamental","pubTime":"2023-04-14 22:05","market":"us","language":"en","title":"Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1138147799","media":"TheFly","summary":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of ","content":"<html><head></head><body><p><strong>Top 5 Upgrades:</strong></p><ul><li><p>Goldman Sachs double upgraded <strong>VF Corp.</strong> (VFC) to Buy from Sell with a price target of $27, up from $26. VF&#39;s revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts &#34;now weighted to the upside,&#34; the analyst tells investors in a research note.</p></li><li><p>Barclays upgraded <strong>Mosaic</strong> (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets &#34;remain tight,&#34; and while record earnings from 2022 won&#39;t be repeated in 2023, there is &#34;enough buckets of opportunities&#34; in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.</p></li><li><p>Compass Point upgraded <strong>Argo Blockchain</strong> (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.</p></li><li><p>JPMorgan upgraded<strong> Huya</strong> (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.</p></li><li><p>Northcoast upgraded <strong>Casey&#39;s General Stores</strong> (CASY) to Buy from Neutral with a price target of $270, up from $247.</p></li></ul><p><strong>Top 5 Downgrades:</strong></p><ul><li><p>Piper Sandler downgraded <strong>Rivian Automotive</strong> (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian&#39;s strategy, but says the problem is that the strategy is costly.</p></li><li><p>Raymond James downgraded <strong>Check Point Software</strong> (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.</p></li><li><p>BTIG downgraded <strong>ViewRay</strong> (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.</p></li><li><p>Piper Sandler downgraded <strong>Steris</strong> (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.</p></li><li><p>Maxim downgraded <strong>Biocept</strong> (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.</p></li></ul><p><strong>Top 5 Initiations:</strong></p><ul><li><p>Stifel resumed coverage of <strong>Philip Morris</strong> (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm&#39;s top ideas in the space, believes it offers &#34;superior growth potential&#34; compared to both its tobacco and consumer staples peers.</p></li><li><p>Roth MKM initiated coverage of <strong>LiveOne</strong> (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen &#34;rapid advances&#34; in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.</p></li><li><p>BMO Capital reinstated coverage of <strong>Tyson Foods</strong> (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.</p></li><li><p>Stifel resumed coverage of <strong>Lamb Weston</strong> (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the &#34;sales recovery is compelling,&#34; while adding that it believes the multiple can continue to expand as investors &#34;appreciate the growth and ultimate margin opportunity.&#34;</p></li><li><p>Philip MorrisStephens initiated coverage of <strong>Shift4 Payments</strong> (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4&#39;s premium valuation fairly reflects the above peer growth and margin profile as well as the firm&#39;s confidence in the company&#39;s FY23 outlook, the analyst tells investors in a research note.</p></li></ul></body></html>","source":"lsy1666364704704","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSN":"泰森食品","PM":"菲利普莫里斯","RIVN":"Rivian Automotive, Inc."},"source_url":"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138147799","content_text":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts \"now weighted to the upside,\" the analyst tells investors in a research note.Barclays upgraded Mosaic (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets \"remain tight,\" and while record earnings from 2022 won't be repeated in 2023, there is \"enough buckets of opportunities\" in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.Compass Point upgraded Argo Blockchain (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.JPMorgan upgraded Huya (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.Northcoast upgraded Casey's General Stores (CASY) to Buy from Neutral with a price target of $270, up from $247.Top 5 Downgrades:Piper Sandler downgraded Rivian Automotive (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian's strategy, but says the problem is that the strategy is costly.Raymond James downgraded Check Point Software (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.BTIG downgraded ViewRay (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.Piper Sandler downgraded Steris (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.Maxim downgraded Biocept (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.Top 5 Initiations:Stifel resumed coverage of Philip Morris (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm's top ideas in the space, believes it offers \"superior growth potential\" compared to both its tobacco and consumer staples peers.Roth MKM initiated coverage of LiveOne (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen \"rapid advances\" in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.BMO Capital reinstated coverage of Tyson Foods (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.Stifel resumed coverage of Lamb Weston (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the \"sales recovery is compelling,\" while adding that it believes the multiple can continue to expand as investors \"appreciate the growth and ultimate margin opportunity.\"Philip MorrisStephens initiated coverage of Shift4 Payments (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4's premium valuation fairly reflects the above peer growth and margin profile as well as the firm's confidence in the company's FY23 outlook, the analyst tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942315985,"gmtCreate":1681134294148,"gmtModify":1681134297863,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative&nbsp;","listText":"Very Informative&nbsp;","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942315985","repostId":"1144986920","repostType":2,"repost":{"id":"1144986920","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681133488,"share":"https://ttm.financial/m/news/1144986920?lang=&edition=fundamental","pubTime":"2023-04-10 21:31","market":"us","language":"en","title":"Stocks Fall to Start the Week as Investors’ Recession Fears Grow","url":"https://stock-news.laohu8.com/highlight/detail?id=1144986920","media":"Tiger Newspress","summary":"Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key in","content":"<html><head></head><body><p>Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&amp;P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.</p><p style=\"text-align: start;\">Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.</p><p style=\"text-align: start;\">Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.</p><p style=\"text-align: start;\">Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.</p><p style=\"text-align: start;\">The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.</p><p style=\"text-align: start;\">“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.</p><p style=\"text-align: start;\">Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.</p><p style=\"text-align: start;\">“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.</p><p style=\"text-align: start;\">They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Fall to Start the Week as Investors’ Recession Fears Grow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Fall to Start the Week as Investors’ Recession Fears Grow\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-10 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&amp;P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.</p><p style=\"text-align: start;\">Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.</p><p style=\"text-align: start;\">Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.</p><p style=\"text-align: start;\">Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.</p><p style=\"text-align: start;\">The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.</p><p style=\"text-align: start;\">“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.</p><p style=\"text-align: start;\">Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.</p><p style=\"text-align: start;\">“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.</p><p style=\"text-align: start;\">They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144986920","content_text":"Stocks fell Monday as fears of a recession grew on Wall Street, and investors looked ahead to key inflation data this week.The Dow Jones Industrial Average traded 112 points lower, or 0.3%. The S&P 500 slid 0.7%. The Nasdaq Composite lagged, falling 1%.Tech stocks lagged in the premarket, with shares of Apple falling 1.3% and Google-parent Alphabet sliding 1%. Tesla shares fell nearly 3% after the firm said it will cut prices again on some electric vehicles.Markets are coming off a choppy week as investors digested signs of a weakening labor market. However, the March jobs report on Friday showed a resilient economy and moderate inflation, which pushed stock futures and Treasury yields higher. The New York Stock Exchange was closed for Good Friday.Nonfarm payrolls grew by 236,000 for the month, about in line with the Dow Jones estimate of 238,000, the Labor Department reported. The unemployment fell to 3.5%, against expectations that it would hold from the previous month at 3.6%.The data is consistent with expectations of a slow-moving recession unfolding in the U.S. – one that doesn’t point to the immediate resolution of inflation concerns, according to Jason Pride, chief investment officer of Private Wealth at Glenmede.“As such, the odds of another quarter-point rate hike in May should go higher as the data does not appear to justify a Fed pause,” he added.Investors are in for a busy week of economic data, including the latest consumer price index and producer price index data – due out Wednesday and Thursday, respectively – which will be key in determining if or when the Fed will pause or put an end to its rate hiking campaign.“Our guess is the equity market needs economic Goldilocks, a bit of slowing to continue to cool inflation expectations, but not too much to spark ‘hard landing’ fears,” Raymond James’ Tavis C. McCourt wrote in a Sunday note.They’ll also get the first batch of companies reporting first-quarter financial results. Tilray Brands kicks things off Monday. The major banks – JPMorgan Chase, Wells Fargo and Citigroup – will report on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948235138,"gmtCreate":1680710850625,"gmtModify":1680710853552,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948235138","repostId":"1152406086","repostType":4,"repost":{"id":"1152406086","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680708318,"share":"https://ttm.financial/m/news/1152406086?lang=&edition=fundamental","pubTime":"2023-04-05 23:25","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1152406086","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:Bank of America reiterates Disney as buyBank of Am","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Bank of America reiterates Disney as buy</h2><p>Bank of America said Disney remains “best-in-class.”</p><p>“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”</p><h2 style=\"text-align: start;\">Wells Fargo reiterates BlackRock as overweight</h2><p>Wells said its standing by its overweight rating on the asset manager.</p><p>“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”</p><h2 style=\"text-align: start;\">Cowen initiates Arhaus as outperform</h2><p>Cowen said the luxury furniture company has a fast trajectory to growth.</p><p>“ARHS is attractively positioned in the $94bn luxury furniture industry &amp; remains early in its growth journey.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Douglas Emmett to overweight from neutral</h2><p>Piper said it sees more upside in shares of the real estate investment trust.</p><p>“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”</p><h2 style=\"text-align: start;\">UBS upgrades First Citizens BancShares to buy from sell</h2><p>UBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.</p><p>“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”</p><h2 style=\"text-align: start;\">Baird upgrades Zions Bancorporation to outperform from neutral</h2><p>Baird said in its upgrade of the bank that it likes its diversified footprint.</p><p>“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”</p><h2 style=\"text-align: start;\">UBS upgrades Sealed Air to buy from neutral</h2><p>UBS said the selloff in shares of the air packaging products company is overdone.</p><p>“2H inflection to lift sentiment &amp; stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Clean Energy to outperform from market perform</h2><p>Raymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.</p><p>“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said its survey checks show Apple is still a top pick for teens.</p><p>“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”</p><h2 style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies said the social media giant is well positioned for the long term.</p><p>“We believe META can accelerate rev growth in 2H23.”</p><h2 style=\"text-align: start;\">Deutsche Bank initiates Wyndham Hotels and Resorts as buy</h2><p>Deutsche said in its initiation of the hotel company that the selloff in shares is overdone.</p><p>“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”</p><h2 style=\"text-align: start;\">Baird downgrades ON Holding to neutral from outperform</h2><p>Baird said it’s reducing exposure on the stock as consumers rein in spending.</p><p>“Using strength to further reduce exposure; downgrading ONON<u>,</u> XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”</p><h2 style=\"text-align: start;\">Bank of America upgrades Livent to buy from neutral</h2><p>Bank of America said the lithium company’s “value proposition” has increased.</p><p>“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Cigna and United Health to strong buy from outperform</h2><p>Raymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”</p><p>“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.</p><h2 style=\"text-align: start;\">Needham reiterates Amazon as buy.</h2><p>Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.</p><p>“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades SLM to overweight from underweight</h2><p>Morgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.</p><p>“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”</p><h2 style=\"text-align: start;\">Wedbush upgrades Dutch Bros to outperform from neutral</h2><p>Wedbush upgraded the coffee chain and said it sees more upside.</p><p>“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.</p><p>“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”</p><h2 style=\"text-align: start;\">Argus upgrades Meta to buy from hold</h2><p>Argus said it likes Meta’s cost cutting initiatives.</p><p>“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”</p><h2 style=\"text-align: start;\">Citi adds a positive catalyst watch on United Airlines</h2><p>Citi said the selloff in the airline’s shares is overdone.</p><p>“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”</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>Top Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-05 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Bank of America reiterates Disney as buy</h2><p>Bank of America said Disney remains “best-in-class.”</p><p>“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”</p><h2 style=\"text-align: start;\">Wells Fargo reiterates BlackRock as overweight</h2><p>Wells said its standing by its overweight rating on the asset manager.</p><p>“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”</p><h2 style=\"text-align: start;\">Cowen initiates Arhaus as outperform</h2><p>Cowen said the luxury furniture company has a fast trajectory to growth.</p><p>“ARHS is attractively positioned in the $94bn luxury furniture industry &amp; remains early in its growth journey.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Douglas Emmett to overweight from neutral</h2><p>Piper said it sees more upside in shares of the real estate investment trust.</p><p>“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”</p><h2 style=\"text-align: start;\">UBS upgrades First Citizens BancShares to buy from sell</h2><p>UBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.</p><p>“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”</p><h2 style=\"text-align: start;\">Baird upgrades Zions Bancorporation to outperform from neutral</h2><p>Baird said in its upgrade of the bank that it likes its diversified footprint.</p><p>“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”</p><h2 style=\"text-align: start;\">UBS upgrades Sealed Air to buy from neutral</h2><p>UBS said the selloff in shares of the air packaging products company is overdone.</p><p>“2H inflection to lift sentiment &amp; stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Clean Energy to outperform from market perform</h2><p>Raymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.</p><p>“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said its survey checks show Apple is still a top pick for teens.</p><p>“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”</p><h2 style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies said the social media giant is well positioned for the long term.</p><p>“We believe META can accelerate rev growth in 2H23.”</p><h2 style=\"text-align: start;\">Deutsche Bank initiates Wyndham Hotels and Resorts as buy</h2><p>Deutsche said in its initiation of the hotel company that the selloff in shares is overdone.</p><p>“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”</p><h2 style=\"text-align: start;\">Baird downgrades ON Holding to neutral from outperform</h2><p>Baird said it’s reducing exposure on the stock as consumers rein in spending.</p><p>“Using strength to further reduce exposure; downgrading ONON<u>,</u> XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”</p><h2 style=\"text-align: start;\">Bank of America upgrades Livent to buy from neutral</h2><p>Bank of America said the lithium company’s “value proposition” has increased.</p><p>“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Cigna and United Health to strong buy from outperform</h2><p>Raymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”</p><p>“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.</p><h2 style=\"text-align: start;\">Needham reiterates Amazon as buy.</h2><p>Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.</p><p>“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades SLM to overweight from underweight</h2><p>Morgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.</p><p>“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”</p><h2 style=\"text-align: start;\">Wedbush upgrades Dutch Bros to outperform from neutral</h2><p>Wedbush upgraded the coffee chain and said it sees more upside.</p><p>“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.</p><p>“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”</p><h2 style=\"text-align: start;\">Argus upgrades Meta to buy from hold</h2><p>Argus said it likes Meta’s cost cutting initiatives.</p><p>“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”</p><h2 style=\"text-align: start;\">Citi adds a positive catalyst watch on United Airlines</h2><p>Citi said the selloff in the airline’s shares is overdone.</p><p>“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","META":"Meta Platforms, Inc.","SEE":"希悦尔","CLNE":"Clean Energy Fuels Corp","CI":"信诺保险","UAL":"联合大陆航空","BROS":"Dutch Bros Inc.","LTHM":"Livent Corp.","BLK":"贝莱德","SLM":"学贷美","ARHS":"Arhaus, Inc.","WH":"Wyndham Hotels & Resorts Inc","UNH":"联合健康","AAPL":"苹果","DIS":"迪士尼","ZION":"齐昂银行","FCNCA":"第一公民银行股份","DEI":"道格拉斯艾美特","ONON":"On Holding AG"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152406086","content_text":"Here are Wednesday’s biggest calls on Wall Street:Bank of America reiterates Disney as buyBank of America said Disney remains “best-in-class.”“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”Wells Fargo reiterates BlackRock as overweightWells said its standing by its overweight rating on the asset manager.“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”Cowen initiates Arhaus as outperformCowen said the luxury furniture company has a fast trajectory to growth.“ARHS is attractively positioned in the $94bn luxury furniture industry & remains early in its growth journey.”Piper Sandler upgrades Douglas Emmett to overweight from neutralPiper said it sees more upside in shares of the real estate investment trust.“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”UBS upgrades First Citizens BancShares to buy from sellUBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”Baird upgrades Zions Bancorporation to outperform from neutralBaird said in its upgrade of the bank that it likes its diversified footprint.“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”UBS upgrades Sealed Air to buy from neutralUBS said the selloff in shares of the air packaging products company is overdone.“2H inflection to lift sentiment & stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”Raymond James upgrades Clean Energy to outperform from market performRaymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”Piper Sandler reiterates Apple as overweightPiper said its survey checks show Apple is still a top pick for teens.“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”Jefferies reiterates Meta as buyJefferies said the social media giant is well positioned for the long term.“We believe META can accelerate rev growth in 2H23.”Deutsche Bank initiates Wyndham Hotels and Resorts as buyDeutsche said in its initiation of the hotel company that the selloff in shares is overdone.“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”Baird downgrades ON Holding to neutral from outperformBaird said it’s reducing exposure on the stock as consumers rein in spending.“Using strength to further reduce exposure; downgrading ONON, XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”Bank of America upgrades Livent to buy from neutralBank of America said the lithium company’s “value proposition” has increased.“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”Raymond James upgrades Cigna and United Health to strong buy from outperformRaymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.Needham reiterates Amazon as buy.Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”Morgan Stanley upgrades SLM to overweight from underweightMorgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”Wedbush upgrades Dutch Bros to outperform from neutralWedbush upgraded the coffee chain and said it sees more upside.“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”Bank of America reiterates Apple as buyBank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”Argus upgrades Meta to buy from holdArgus said it likes Meta’s cost cutting initiatives.“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”Citi adds a positive catalyst watch on United AirlinesCiti said the selloff in the airline’s shares is overdone.“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981092373,"gmtCreate":1666335844292,"gmtModify":1676537743352,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Interesting. Should keep an eye on this.","listText":"Interesting. Should keep an eye on this.","text":"Interesting. Should keep an eye on this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981092373","repostId":"2276491835","repostType":2,"repost":{"id":"2276491835","kind":"highlight","pubTimestamp":1666336568,"share":"https://ttm.financial/m/news/2276491835?lang=&edition=fundamental","pubTime":"2022-10-21 15:16","market":"us","language":"en","title":"3 Bargain Stocks Cathie Wood Loves","url":"https://stock-news.laohu8.com/highlight/detail?id=2276491835","media":"Motley Fool","summary":"The iconic growth stock investor isn't afraid to go for value if there are promising catalysts in the future.","content":"<html><head></head><body><p>When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It&#39;s a fair assessment. The CEO, co-founder, and chief stock picker for the ARK Invest family of exchange-traded funds (ETFs) had a spectacular run in 2020 when the market rallied around disruptive growth stocks.</p><p>Her returns have lagged the market badly over most of these last two years, but it doesn&#39;t mean that you want to dismiss her shot at pulling another 2020 out of her pocket. She continues to buy some of the most dynamic publicly traded companies, but she also has some investments that could be considered bargains right now. <a href=\"https://laohu8.com/S/ROKU\"><b>Roku</b></a>, <a href=\"https://laohu8.com/S/DE\"><b>Deere &amp; Company</b></a>, and <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</b> (ZM) are three of her holdings that I think are bargains right now.</p><h2>1. <a href=\"https://laohu8.com/S/ROKU\">Roku</a></h2><p>If you define bargains solely on profit multiples, you might be tempted to change the channel when it comes to Roku. The once-profitable leader of streaming video is in the red, and Wall Street pros see the losses continuing until 2026.</p><p>But the stock has never been cheaper based on its revenue multiple. Toss in a strong cash-rich balance sheet, and Roku is trading at an enterprise value that is less than two times trailing revenue for the first time in its history.</p><p>Roku is still growing. Active users, hours streamed on the platform, and average revenue per user all increased by healthy double-digit percentages in its latest quarter. Its latest guidance suggests that there will be some near-term challenges to its ad-dependent business model, but the loudest bear argument -- that we won&#39;t stream as much with the pandemic fading in the rearview mirror -- has proved to be toothless. Roku stock is down nearly 90% from last year&#39;s peak, but its business is holding up a lot better than its stock chart.</p><h2>2. <a href=\"https://laohu8.com/S/DE\">Deere</a></h2><p>Wood doesn&#39;t mind buying an old company if it&#39;s teaching the world new tricks. Deere has been a titan in agricultural, commercial, and construction equipment for generations.</p><p>Unlike many of her investments, this one packs a dividend and a reasonable earnings multiple into its value proposition. The 1.2% yield isn&#39;t going to turn heads these days, but Deere is trading for less than 17 times the midpoint of its earnings guidance for the current fiscal year. Wall Street analysts have it trading at just 14 times next year&#39;s profit target.</p><p>Deere&#39;s business initially took a hit at the first whiff of the pandemic, but it&#39;s been rolling ever since. At the end of this month, it will conclude its second fiscal year of double-digit revenue growth. Margins are holding up despite all of the world&#39;s distractions. The outlook is positive for the next few years despite all of the current global calamity. Farms still need to be tended to, since we all have to eat.</p><p>There may be a cyclical bent to its smaller forestry and heavy construction equipment segments, but money will eventually be spent on those fronts.</p><h2>3. <a href=\"https://laohu8.com/S/ZM\">Zoom Video</a></h2><p>Let&#39;s close out with the videoconferencing leader that has a bit of the bargain traits of the two stocks I mentioned earlier.</p><p>Like Roku, Zoom Video is a bargain because it&#39;s trading well below its high-water mark. The shares have fallen 87% since peaking two years ago. Like Deere, this stock fetches a reasonable earnings multiple. Zoom Video can be had for just 15 times last fiscal year&#39;s earnings, but -- and this is important -- unlike Deere, the bottom line is going the wrong way. Zoom Video is trading for less than 20 times forward earnings expectations.</p><p>Deceleration has been brutal at Zoom Video since the initial popularity burst when shelter-in-place mandates kicked in. It helped us learn, work, and socialize when getting together in person wasn&#39;t safe or feasible. Zoom Video will want to get its brake pads checked after how quickly the former speedster slammed on the brakes. The past six quarters of year-over-year revenue deceleration have been brutal.</p><ul><li>Q4 2021: 369%</li><li>Q1 2022: 191%</li><li>Q2 2022: 54%</li><li>Q3 2022: 35%</li><li>Q4 2022: 21%</li><li>Q1 2023: 12%</li><li>Q2 2023: 8%</li></ul><p>Guidance it issued last time out calls for the slowdown to continue, as it eyes a mere 5% increase in revenue for the current fiscal quarter. Profitability has been contracting, but companies keep investing in a healthy Zoom presence given a net dollar-based expansion rate above 120%.</p><p>Casual users might have forgotten their Zoom log-ins, but the high-tech telecom stock is still investing on platform enhancements. The company also has a cash-rich balance sheet, so it&#39;s already-low P/E ratio is even lower if we go by enterprise value instead of market capitalization.</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 Bargain Stocks Cathie Wood Loves</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 Bargain Stocks Cathie Wood Loves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It's a fair assessment. The CEO, co-founder, and chief stock...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","ROKU":"Roku Inc","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276491835","content_text":"When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It's a fair assessment. The CEO, co-founder, and chief stock picker for the ARK Invest family of exchange-traded funds (ETFs) had a spectacular run in 2020 when the market rallied around disruptive growth stocks.Her returns have lagged the market badly over most of these last two years, but it doesn't mean that you want to dismiss her shot at pulling another 2020 out of her pocket. She continues to buy some of the most dynamic publicly traded companies, but she also has some investments that could be considered bargains right now. Roku, Deere & Company, and Zoom Video Communications (ZM) are three of her holdings that I think are bargains right now.1. RokuIf you define bargains solely on profit multiples, you might be tempted to change the channel when it comes to Roku. The once-profitable leader of streaming video is in the red, and Wall Street pros see the losses continuing until 2026.But the stock has never been cheaper based on its revenue multiple. Toss in a strong cash-rich balance sheet, and Roku is trading at an enterprise value that is less than two times trailing revenue for the first time in its history.Roku is still growing. Active users, hours streamed on the platform, and average revenue per user all increased by healthy double-digit percentages in its latest quarter. Its latest guidance suggests that there will be some near-term challenges to its ad-dependent business model, but the loudest bear argument -- that we won't stream as much with the pandemic fading in the rearview mirror -- has proved to be toothless. Roku stock is down nearly 90% from last year's peak, but its business is holding up a lot better than its stock chart.2. DeereWood doesn't mind buying an old company if it's teaching the world new tricks. Deere has been a titan in agricultural, commercial, and construction equipment for generations.Unlike many of her investments, this one packs a dividend and a reasonable earnings multiple into its value proposition. The 1.2% yield isn't going to turn heads these days, but Deere is trading for less than 17 times the midpoint of its earnings guidance for the current fiscal year. Wall Street analysts have it trading at just 14 times next year's profit target.Deere's business initially took a hit at the first whiff of the pandemic, but it's been rolling ever since. At the end of this month, it will conclude its second fiscal year of double-digit revenue growth. Margins are holding up despite all of the world's distractions. The outlook is positive for the next few years despite all of the current global calamity. Farms still need to be tended to, since we all have to eat.There may be a cyclical bent to its smaller forestry and heavy construction equipment segments, but money will eventually be spent on those fronts.3. Zoom VideoLet's close out with the videoconferencing leader that has a bit of the bargain traits of the two stocks I mentioned earlier.Like Roku, Zoom Video is a bargain because it's trading well below its high-water mark. The shares have fallen 87% since peaking two years ago. Like Deere, this stock fetches a reasonable earnings multiple. Zoom Video can be had for just 15 times last fiscal year's earnings, but -- and this is important -- unlike Deere, the bottom line is going the wrong way. Zoom Video is trading for less than 20 times forward earnings expectations.Deceleration has been brutal at Zoom Video since the initial popularity burst when shelter-in-place mandates kicked in. It helped us learn, work, and socialize when getting together in person wasn't safe or feasible. Zoom Video will want to get its brake pads checked after how quickly the former speedster slammed on the brakes. The past six quarters of year-over-year revenue deceleration have been brutal.Q4 2021: 369%Q1 2022: 191%Q2 2022: 54%Q3 2022: 35%Q4 2022: 21%Q1 2023: 12%Q2 2023: 8%Guidance it issued last time out calls for the slowdown to continue, as it eyes a mere 5% increase in revenue for the current fiscal quarter. Profitability has been contracting, but companies keep investing in a healthy Zoom presence given a net dollar-based expansion rate above 120%.Casual users might have forgotten their Zoom log-ins, but the high-tech telecom stock is still investing on platform enhancements. The company also has a cash-rich balance sheet, so it's already-low P/E ratio is even lower if we go by enterprise value instead of market capitalization.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917038067,"gmtCreate":1665380112959,"gmtModify":1676537596301,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Interesting article. Keep an eye on this.","listText":"Interesting article. Keep an eye on this.","text":"Interesting article. Keep an eye on this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917038067","repostId":"1157714171","repostType":4,"repost":{"id":"1157714171","kind":"news","pubTimestamp":1665360433,"share":"https://ttm.financial/m/news/1157714171?lang=&edition=fundamental","pubTime":"2022-10-10 08:07","market":"sg","language":"en","title":"Sea Limited: A Defining Moment In Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1157714171","media":"Seeking Alpha","summary":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their o","content":"<html><head></head><body><h2>Summary</h2><ul><li>In the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.</li><li>Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.</li><li>CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.</li><li>Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.</li><li>This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0094e919484ca41ffbb53a0abe8ab32a\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\"/><span>Wachiwit</span></p><h2>What’s The Goal Of This Article?</h2><p>If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.</p><p>Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acb0bd5d2ab39c459620e2fe048d03fa\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>My goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder &amp; CEO Forrest Li.</p><h2>Let’s Layout The Risks And Challenges Of Investing Now</h2><p>Sea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena&#39;s success to ensure the other parts of the business can continue to grow.</p><p>Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire&#39;s growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.</p><p>Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.</p><p>Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.</p><p>My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6206a58507aa48753e603c3e59f59059\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/><span>History of Employee Growth (Simply Wall St. App)</span></p><p>That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.</p><p>Let’s sum up these challenges which have created possible risk in the business, these past few quarters.</p><ul><li>Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.</li><li>Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021</li><li>Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.</li><li>The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics &amp; geopolitical perspective.</li><li>Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3886a4f8968ff39bdf53960fc0787e40\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)</span></p><h2>The Defining Moment</h2><p>Okay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.</p><p>However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.</p><p>I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.</p><p>My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.</p><p>Here are all the things Forrest and his leadership team have done to cut costs in the recent months:</p><ul><li>CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)</li><li>Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation units</li><li>The e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.</li><li>Shopee will be completely exiting Argentina which is where MercadoLibre is Headquartered</li><li>The Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new games</li><li>Shopee has withdrawn job offers and shutdown operations in India and France</li><li>As of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 daily</li><li>Hotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also applied</li></ul><p>So some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.</p><p>The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa72d9ee4941411d6f564c631da6fcf3\" tg-width=\"640\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><span>1yr Analyst Price Targets (Simply Wall St. App)</span></p><h2>Where To Find The Positive Future?</h2><p>In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.</p><ul><li>Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.</li><li>Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.</li><li>SeaMoney is expected to be Cash flow positive by FY23.</li><li>Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.</li><li>I expect to see less stock-based compensation and more control on all expenses.</li><li>Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.</li><li>Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.</li></ul><h2>Summary</h2><p>There have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6383d2ba72b71e9f23420bd62e9fe9b0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/><span>Forward Price to Sales Ratio (Simply Wall St.)</span></p><p>I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d286e5f6047200423e6ecbd1bad440b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Dauntless by Phoenix Labs (Phoenix Labs Website)</span></p><p>I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.</p><p>This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.</p><p><i>This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.</i></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>Sea Limited: A Defining Moment In Time</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 Limited: A Defining Moment In Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time\">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://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157714171","content_text":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!WachiwitWhat’s The Goal Of This Article?If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?Data by YChartsMy goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder & CEO Forrest Li.Let’s Layout The Risks And Challenges Of Investing NowSea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena's success to ensure the other parts of the business can continue to grow.Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire's growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.History of Employee Growth (Simply Wall St. App)That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.Let’s sum up these challenges which have created possible risk in the business, these past few quarters.Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics & geopolitical perspective.Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)The Defining MomentOkay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.Here are all the things Forrest and his leadership team have done to cut costs in the recent months:CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation unitsThe e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.Shopee will be completely exiting Argentina which is where MercadoLibre is HeadquarteredThe Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new gamesShopee has withdrawn job offers and shutdown operations in India and FranceAs of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 dailyHotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also appliedSo some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.1yr Analyst Price Targets (Simply Wall St. App)Where To Find The Positive Future?In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.SeaMoney is expected to be Cash flow positive by FY23.Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.I expect to see less stock-based compensation and more control on all expenses.Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.SummaryThere have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.Forward Price to Sales Ratio (Simply Wall St.)I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!Dauntless by Phoenix Labs (Phoenix Labs Website)I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934649103,"gmtCreate":1663247682302,"gmtModify":1676537235743,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very informative.","listText":"Very informative.","text":"Very informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934649103","repostId":"1171304325","repostType":4,"repost":{"id":"1171304325","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663242842,"share":"https://ttm.financial/m/news/1171304325?lang=&edition=fundamental","pubTime":"2022-09-15 19:54","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1171304325","media":"Tiger Newspress","summary":"U.S. equity futures were little changed on Thursday as investors looked ahead to several economic re","content":"<html><head></head><body><p>U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&amp;P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.</p><p><img src=\"https://static.tigerbbs.com/12337db0ab1d48fb41bb60feaa2fe965\" tg-width=\"260\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, <a href=\"https://laohu8.com/S/CSX\">CSX Corp</a>, <a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a></b> – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.</p><p><b><a href=\"https://laohu8.com/S/ARNC\">Arconic Corporation</a></b> – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.</p><p><b><a href=\"https://laohu8.com/S/NEE\">NextEra</a></b> – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/DHR\">Danaher</a></b> – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.</p><p><b><a href=\"https://laohu8.com/S/AIG\">American International Group Inc</a></b> – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.</p><p><b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn</a></b> – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.</p><p><b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a></b> – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.</p><p><b>Market News</b></p><p>A total of more than $18 billion is bet against <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.</p><p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b> lost its appeal against an around €4.34B fine issued by the EU&#39;s executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator&#39;s decision.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.</p><p>The UK is taking on a tough target in challenging <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, as they look to lock down ad deals.</p><p><b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a></b>’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.</p><p><b><a href=\"https://laohu8.com/S/TME\">Tencent Music</a></b> has confirmed it&#39;s expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares &#34;by way of introduction&#34; in the Hong Kong Exchanges.</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>Pre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days</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\">\nPre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-15 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&amp;P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.</p><p><img src=\"https://static.tigerbbs.com/12337db0ab1d48fb41bb60feaa2fe965\" tg-width=\"260\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, <a href=\"https://laohu8.com/S/CSX\">CSX Corp</a>, <a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a></b> – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.</p><p><b><a href=\"https://laohu8.com/S/ARNC\">Arconic Corporation</a></b> – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.</p><p><b><a href=\"https://laohu8.com/S/NEE\">NextEra</a></b> – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/DHR\">Danaher</a></b> – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.</p><p><b><a href=\"https://laohu8.com/S/AIG\">American International Group Inc</a></b> – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.</p><p><b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn</a></b> – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.</p><p><b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a></b> – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.</p><p><b>Market News</b></p><p>A total of more than $18 billion is bet against <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.</p><p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b> lost its appeal against an around €4.34B fine issued by the EU&#39;s executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator&#39;s decision.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.</p><p>The UK is taking on a tough target in challenging <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, as they look to lock down ad deals.</p><p><b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a></b>’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.</p><p><b><a href=\"https://laohu8.com/S/TME\">Tencent Music</a></b> has confirmed it&#39;s expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares &#34;by way of introduction&#34; in the Hong Kong Exchanges.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171304325","content_text":"U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.Pre-Market MoversUnion Pacific, CSX Corp, Norfolk Southern – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.Arconic Corporation – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.NextEra – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.Danaher – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.American International Group Inc – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.Nordstrom – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.Wynn – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.Netflix – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.AMTD Digital Inc. – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.Market NewsA total of more than $18 billion is bet against Apple, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.Alphabet lost its appeal against an around €4.34B fine issued by the EU's executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator's decision.Tesla Motors is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.The UK is taking on a tough target in challenging Microsoft’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.Walt Disney Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.Netflix has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner Microsoft , as they look to lock down ad deals.Sea Ltd’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.Tencent Music has confirmed it's expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares \"by way of introduction\" in the Hong Kong Exchanges.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948477544,"gmtCreate":1680783961489,"gmtModify":1680783965815,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"This means the AI stock is going up again.&nbsp;","listText":"This means the AI stock is going up again.&nbsp;","text":"This means the AI stock is going up again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948477544","repostId":"2325372938","repostType":2,"repost":{"id":"2325372938","kind":"highlight","pubTimestamp":1680781711,"share":"https://ttm.financial/m/news/2325372938?lang=&edition=fundamental","pubTime":"2023-04-06 19:48","market":"us","language":"en","title":"Google's Search Engine to Feature Chat AI - CEO Sundar Pichai","url":"https://stock-news.laohu8.com/highlight/detail?id=2325372938","media":"Seekingalpha","summary":"Sundar Pichai, CEO of Google announced plans to integrate conversational artificial-intelligence fea","content":"<html><head></head><body><p>Sundar Pichai, CEO of Google announced plans to integrate conversational artificial-intelligence features to the company&#39;s flagship search engine following the breakthrough success of Microsoft&#39;s (MSFT) ChatGPT.</p><p>Pichai told The Wall Street Journal that advances in artificial intelligence could help Google answer queries faster.</p><p>He denied that chatbots posed a threat to Google&#39;s search business, which accounts for more than half of parent Alphabet Inc&#39;s revenue.</p><p>According to Pichai, smaller AI models will become more useful over time, which will enable companies to create their own or users to run the algorithms on their own personal devices.</p><p>“You’ll have a whole diverse range of options,” Pichai said. “The technology will be more accessible than people expect.”</p><p>Even though Pichai declined to comment on the product&#39;s availability without a wait list, he made it apparent that Google would keep improving Bard with new AI models and is also focused on adding AI features that will enhance work-related products such as Gmail.</p><p>In addition to investor pressure to cut costs, Pichai is coping with one of the largest threats to Google&#39;s main business in years as Microsoft (MSFT) has already introduced the technology underlying the ChatGPT system in its Bing search engine in February.</p><p>Microsoft stated that it anticipated making $2B in revenue for each percentage point it increased in the search industry, which is dominated by Google with a share of more than 90%.</p><p>Google Chief Financial Officer Ruth Porat warned employees last week to expect more budget cuts in areas ranging from dining facilities to the company&#39;s computing infrastructure, which is critical for developing and running powerful AI algorithms.</p><p>The tech giant announced in January that it would eliminate 12,000 employees, or 6% of its staff, in one of its largest-ever layoffs.</p><p>Inflation and the recession fears have prompted many tech companies to make cuts.</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>Google's Search Engine to Feature Chat AI - CEO Sundar Pichai</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle's Search Engine to Feature Chat AI - CEO Sundar Pichai\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-06 19:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3954929-googles-search-engine-to-feature-chat-ai-ceo-sundar-pichai><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sundar Pichai, CEO of Google announced plans to integrate conversational artificial-intelligence features to the company's flagship search engine following the breakthrough success of Microsoft's (...</p>\n\n<a href=\"https://seekingalpha.com/news/3954929-googles-search-engine-to-feature-chat-ai-ceo-sundar-pichai\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/news/3954929-googles-search-engine-to-feature-chat-ai-ceo-sundar-pichai","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2325372938","content_text":"Sundar Pichai, CEO of Google announced plans to integrate conversational artificial-intelligence features to the company's flagship search engine following the breakthrough success of Microsoft's (MSFT) ChatGPT.Pichai told The Wall Street Journal that advances in artificial intelligence could help Google answer queries faster.He denied that chatbots posed a threat to Google's search business, which accounts for more than half of parent Alphabet Inc's revenue.According to Pichai, smaller AI models will become more useful over time, which will enable companies to create their own or users to run the algorithms on their own personal devices.“You’ll have a whole diverse range of options,” Pichai said. “The technology will be more accessible than people expect.”Even though Pichai declined to comment on the product's availability without a wait list, he made it apparent that Google would keep improving Bard with new AI models and is also focused on adding AI features that will enhance work-related products such as Gmail.In addition to investor pressure to cut costs, Pichai is coping with one of the largest threats to Google's main business in years as Microsoft (MSFT) has already introduced the technology underlying the ChatGPT system in its Bing search engine in February.Microsoft stated that it anticipated making $2B in revenue for each percentage point it increased in the search industry, which is dominated by Google with a share of more than 90%.Google Chief Financial Officer Ruth Porat warned employees last week to expect more budget cuts in areas ranging from dining facilities to the company's computing infrastructure, which is critical for developing and running powerful AI algorithms.The tech giant announced in January that it would eliminate 12,000 employees, or 6% of its staff, in one of its largest-ever layoffs.Inflation and the recession fears have prompted many tech companies to make cuts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948234242,"gmtCreate":1680710903987,"gmtModify":1680710907358,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948234242","repostId":"1182049873","repostType":4,"repost":{"id":"1182049873","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680708208,"share":"https://ttm.financial/m/news/1182049873?lang=&edition=fundamental","pubTime":"2023-04-05 23:23","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182049873","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&P 500 slid 0.49% while Nasdaq fell 1.3","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83c530d54ef87f98381e733bce96eb75\" tg-width=\"481\" tg-height=\"107\"/></p><p>U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&amp;P 500 slid 0.49% while Nasdaq fell 1.38%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-05 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83c530d54ef87f98381e733bce96eb75\" tg-width=\"481\" tg-height=\"107\"/></p><p>U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&amp;P 500 slid 0.49% while Nasdaq fell 1.38%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182049873","content_text":"U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&P 500 slid 0.49% while Nasdaq fell 1.38%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947086563,"gmtCreate":1682349003253,"gmtModify":1682349007414,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121264452856212","authorIdStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947086563","repostId":"1123325412","repostType":2,"repost":{"id":"1123325412","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682348182,"share":"https://ttm.financial/m/news/1123325412?lang=&edition=fundamental","pubTime":"2023-04-24 22:56","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1123325412","media":"Tiger Newspress","summary":"Here are Monday’s biggest calls on Wall Street:Bank of America upgrades Ally to neutral from underpe","content":"<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h3 style=\"text-align: start;\">Bank of America upgrades Ally to neutral from underperform</h3><p>Bank of America said in its upgrade of the auto loans company that it sees signs of upside potential.</p><p>“We upgrade <a href=\"https://laohu8.com/S/ALLY\">ALLY</a> to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential.”</p><h3>Truist downgrades Regions Financial to hold from buy</h3><p>Truist said in its downgrade of the regional bank that it has “fewer levers to lower expenses.”</p><p>“We believe <a href=\"https://laohu8.com/S/RF\">RF</a> has more downside rate protection, but revenue growth is likely constrained through 2024.”</p><h3 style=\"text-align: start;\">UBS reiterates Amazon as buy</h3><p>UBS lowered its price target on the stock to $125 per share from $127, but said it’s standing by shares heading into earnings later this week.</p><p>“We remain constructive on <a href=\"https://laohu8.com/S/AMZN\">AMZN</a> shares over a 12-month view and think that line of sight to an eventual AWS stabilization is the focus among investors.”</p><h3 style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h3><p>Goldman said in its <a href=\"https://laohu8.com/S/AAPL\">Apple</a> earnings preview note that “solid iPhone demand to offset Mac weakness.”</p><p>“AAPL is due to report F2Q23 earnings on May 4, where we expect better-than-anticipated results from iPhone which should more than offset weakness in Mac.”</p><h3 style=\"text-align: start;\">RBC initiates Broadridge Financial as outperform</h3><p>RBC said the financial solutions company is a “classic compounder.”</p><p>“We are initiating coverage of <a href=\"https://laohu8.com/S/BR\">BR</a> with an Outperform rating and a $169 target price, as we believe BR represents a pair of steady hands in an uncertain market, given its consistent track record of shareholder returns, moat in its proxy business, expected improving FCF conversion, and emerging incremental opportunities in a large addressable market.”</p><h3>Bernstein reiterates Chipotle as outperform</h3><p>Bernstein said there are still several bear case scenarios for <a href=\"https://laohu8.com/S/CMG\">Chipotle</a> stock, but that it’s sticking with its buy rating.</p><p>“After a spectacular +30% YTD rally, our top pick for 2023 is under mounting pressure on whether it can sustain its momentum and if the upside is more limited.”</p><h3 style=\"text-align: start;\">Wells Fargo upgrades Medtronic to overweight from equal weight</h3><p>Wells said in its upgrade of the medtech company that the stock’s valuation is attractive.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/MDT\">MDT</a> to Overweight from Equal Weight because we think (1) MDT will benefit from an improvement in the underlying medtech markets; (2) the pipeline is improving; and (3) valuation appears attractive.”</p><p>Read more about this call <u>here.</u></p><h3 style=\"text-align: start;\">Wells Fargo names Disney a top pick in media</h3><p>Wells said in a note on Monday that <a href=\"https://laohu8.com/S/DIS\">Disney</a> is the “best opportunity in media.”</p><p>“We think <u>DIS</u> will use D+, Hulu and ESPN DTC to reach &gt;$100bn in rev. and &gt;$7 in EPS by FY25E. Our $147 price target does not require a rerating. DIS is our top idea.”</p><h3 style=\"text-align: start;\">Citi downgrades First Solar to sell from neutral</h3><p>Citi said the outlook is “challenging” for the solar company.</p><p>“Solar module supply-demand fundamentals indicate a challenging LT outlook for <a href=\"https://laohu8.com/S/FSLR\">FSLR</a> and may raise questions around terminal value of the company’s assets.</p><h3 style=\"text-align: start;\">Citi adds a positive catalyst watch on Enphase Energy and Sunrun</h3><p>Citi added positive catalyst watches on several solar companies and said it sees further share gains.</p><p>“We open upside catalyst watches on <a href=\"https://laohu8.com/S/ENPH\">ENPH</a> and <a href=\"https://laohu8.com/S/RUN\">RUN</a>. ENPH should see record high margins, the benefit of strong demand in CA and market share gains.”</p><h3 style=\"text-align: start;\">Wolfe downgrades C3.ai to underperform from peer perform</h3><p>Wolfe said in its downgrade of the software company that it sees too many negative catalysts.</p><p>“We see significant risks to FY24 revenue growth and believe consensus estimates for revenue growth are ~10% too high. We see <a href=\"https://laohu8.com/S/AI\">AI</a>’s F4Q23 earnings as a potential near-term negative catalyst.”</p><p>Read more about this call <u>here.</u></p><h3 style=\"text-align: start;\">JPMorgan reiterates Ford &amp; General Motors as overweight</h3><p>JPMorgan said in an earnings preview note that it’s standing by both automakers heading into earnings tomorrow for <a href=\"https://laohu8.com/S/GM\">GM</a> and next week for <a href=\"https://laohu8.com/S/F\">Ford</a>.</p><p>“GM has executed better than Ford in recent quarters, surprising positively vs. Ford which has more often disappointed, although the trend in 1Q we think gives Ford more of an opportunity to beat.”</p><h3 style=\"text-align: start;\">Mizuho initiates Tencent Music Entertainment as buy</h3><p>Mizuho said in its initiation of the China music company that the stock has upside potential.</p><p>“<a href=\"https://laohu8.com/S/TME\">TME</a><u>,</u> 54% owned by Tencent, is the largest online music ecosystem in China with 567m monthly active users, and has high monetization potential from growth in the paying ratio and ARPU, as more labels put tracks behind the paywall and competition rationalizes.”</p><h3 style=\"text-align: start;\">Goldman Sachs reiterates Warner Brothers Discovery as buy</h3><p>Goldman said the media giant is the most attractive stock in the sector.</p><p>“While we expect investors to continue to debate the long-term outlook for traditional media companies, we see the risk/reward skew for <a href=\"https://laohu8.com/S/WBD\">WBD</a> as most attractive vs. its peer group with key execution catalysts (merger milestones, max relaunch, improved franchise management) largely within management’s control.”</p><h3 style=\"text-align: start;\">JPMorgan upgrades PPG Industries to overweight from neutral</h3><p>JPMorgan said in its upgrade of the painting and coating company that it sees “year-ahead price performance.”</p><p>“We think that <a href=\"https://laohu8.com/S/PPG\">PPG</a> is underearning as a base case, in excess of $2.00/share. Earnings could be substantially higher as the current level of raw material prices becomes reflected in PPG’s income statement.”</p><h3 style=\"text-align: start;\">Evercore ISI reiterates Nvidia as outperform</h3><p>Evercore said in a note over the weekend that <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is a top beneficiary of AI with more upside.</p><p>“Overall, breakthroughs such as this only increase our confidence in <u>NVDA’s</u> long-term model and positioning.”</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>Top Calls on Wall Street: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-24 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h3 style=\"text-align: start;\">Bank of America upgrades Ally to neutral from underperform</h3><p>Bank of America said in its upgrade of the auto loans company that it sees signs of upside potential.</p><p>“We upgrade <a href=\"https://laohu8.com/S/ALLY\">ALLY</a> to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential.”</p><h3>Truist downgrades Regions Financial to hold from buy</h3><p>Truist said in its downgrade of the regional bank that it has “fewer levers to lower expenses.”</p><p>“We believe <a href=\"https://laohu8.com/S/RF\">RF</a> has more downside rate protection, but revenue growth is likely constrained through 2024.”</p><h3 style=\"text-align: start;\">UBS reiterates Amazon as buy</h3><p>UBS lowered its price target on the stock to $125 per share from $127, but said it’s standing by shares heading into earnings later this week.</p><p>“We remain constructive on <a href=\"https://laohu8.com/S/AMZN\">AMZN</a> shares over a 12-month view and think that line of sight to an eventual AWS stabilization is the focus among investors.”</p><h3 style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h3><p>Goldman said in its <a href=\"https://laohu8.com/S/AAPL\">Apple</a> earnings preview note that “solid iPhone demand to offset Mac weakness.”</p><p>“AAPL is due to report F2Q23 earnings on May 4, where we expect better-than-anticipated results from iPhone which should more than offset weakness in Mac.”</p><h3 style=\"text-align: start;\">RBC initiates Broadridge Financial as outperform</h3><p>RBC said the financial solutions company is a “classic compounder.”</p><p>“We are initiating coverage of <a href=\"https://laohu8.com/S/BR\">BR</a> with an Outperform rating and a $169 target price, as we believe BR represents a pair of steady hands in an uncertain market, given its consistent track record of shareholder returns, moat in its proxy business, expected improving FCF conversion, and emerging incremental opportunities in a large addressable market.”</p><h3>Bernstein reiterates Chipotle as outperform</h3><p>Bernstein said there are still several bear case scenarios for <a href=\"https://laohu8.com/S/CMG\">Chipotle</a> stock, but that it’s sticking with its buy rating.</p><p>“After a spectacular +30% YTD rally, our top pick for 2023 is under mounting pressure on whether it can sustain its momentum and if the upside is more limited.”</p><h3 style=\"text-align: start;\">Wells Fargo upgrades Medtronic to overweight from equal weight</h3><p>Wells said in its upgrade of the medtech company that the stock’s valuation is attractive.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/MDT\">MDT</a> to Overweight from Equal Weight because we think (1) MDT will benefit from an improvement in the underlying medtech markets; (2) the pipeline is improving; and (3) valuation appears attractive.”</p><p>Read more about this call <u>here.</u></p><h3 style=\"text-align: start;\">Wells Fargo names Disney a top pick in media</h3><p>Wells said in a note on Monday that <a href=\"https://laohu8.com/S/DIS\">Disney</a> is the “best opportunity in media.”</p><p>“We think <u>DIS</u> will use D+, Hulu and ESPN DTC to reach &gt;$100bn in rev. and &gt;$7 in EPS by FY25E. Our $147 price target does not require a rerating. DIS is our top idea.”</p><h3 style=\"text-align: start;\">Citi downgrades First Solar to sell from neutral</h3><p>Citi said the outlook is “challenging” for the solar company.</p><p>“Solar module supply-demand fundamentals indicate a challenging LT outlook for <a href=\"https://laohu8.com/S/FSLR\">FSLR</a> and may raise questions around terminal value of the company’s assets.</p><h3 style=\"text-align: start;\">Citi adds a positive catalyst watch on Enphase Energy and Sunrun</h3><p>Citi added positive catalyst watches on several solar companies and said it sees further share gains.</p><p>“We open upside catalyst watches on <a href=\"https://laohu8.com/S/ENPH\">ENPH</a> and <a href=\"https://laohu8.com/S/RUN\">RUN</a>. ENPH should see record high margins, the benefit of strong demand in CA and market share gains.”</p><h3 style=\"text-align: start;\">Wolfe downgrades C3.ai to underperform from peer perform</h3><p>Wolfe said in its downgrade of the software company that it sees too many negative catalysts.</p><p>“We see significant risks to FY24 revenue growth and believe consensus estimates for revenue growth are ~10% too high. We see <a href=\"https://laohu8.com/S/AI\">AI</a>’s F4Q23 earnings as a potential near-term negative catalyst.”</p><p>Read more about this call <u>here.</u></p><h3 style=\"text-align: start;\">JPMorgan reiterates Ford &amp; General Motors as overweight</h3><p>JPMorgan said in an earnings preview note that it’s standing by both automakers heading into earnings tomorrow for <a href=\"https://laohu8.com/S/GM\">GM</a> and next week for <a href=\"https://laohu8.com/S/F\">Ford</a>.</p><p>“GM has executed better than Ford in recent quarters, surprising positively vs. Ford which has more often disappointed, although the trend in 1Q we think gives Ford more of an opportunity to beat.”</p><h3 style=\"text-align: start;\">Mizuho initiates Tencent Music Entertainment as buy</h3><p>Mizuho said in its initiation of the China music company that the stock has upside potential.</p><p>“<a href=\"https://laohu8.com/S/TME\">TME</a><u>,</u> 54% owned by Tencent, is the largest online music ecosystem in China with 567m monthly active users, and has high monetization potential from growth in the paying ratio and ARPU, as more labels put tracks behind the paywall and competition rationalizes.”</p><h3 style=\"text-align: start;\">Goldman Sachs reiterates Warner Brothers Discovery as buy</h3><p>Goldman said the media giant is the most attractive stock in the sector.</p><p>“While we expect investors to continue to debate the long-term outlook for traditional media companies, we see the risk/reward skew for <a href=\"https://laohu8.com/S/WBD\">WBD</a> as most attractive vs. its peer group with key execution catalysts (merger milestones, max relaunch, improved franchise management) largely within management’s control.”</p><h3 style=\"text-align: start;\">JPMorgan upgrades PPG Industries to overweight from neutral</h3><p>JPMorgan said in its upgrade of the painting and coating company that it sees “year-ahead price performance.”</p><p>“We think that <a href=\"https://laohu8.com/S/PPG\">PPG</a> is underearning as a base case, in excess of $2.00/share. Earnings could be substantially higher as the current level of raw material prices becomes reflected in PPG’s income statement.”</p><h3 style=\"text-align: start;\">Evercore ISI reiterates Nvidia as outperform</h3><p>Evercore said in a note over the weekend that <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is a top beneficiary of AI with more upside.</p><p>“Overall, breakthroughs such as this only increase our confidence in <u>NVDA’s</u> long-term model and positioning.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RUN":"Sunrun Inc.","DIS":"迪士尼","AAPL":"苹果","NVDA":"英伟达","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123325412","content_text":"Here are Monday’s biggest calls on Wall Street:Bank of America upgrades Ally to neutral from underperformBank of America said in its upgrade of the auto loans company that it sees signs of upside potential.“We upgrade ALLY to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential.”Truist downgrades Regions Financial to hold from buyTruist said in its downgrade of the regional bank that it has “fewer levers to lower expenses.”“We believe RF has more downside rate protection, but revenue growth is likely constrained through 2024.”UBS reiterates Amazon as buyUBS lowered its price target on the stock to $125 per share from $127, but said it’s standing by shares heading into earnings later this week.“We remain constructive on AMZN shares over a 12-month view and think that line of sight to an eventual AWS stabilization is the focus among investors.”Goldman Sachs reiterates Apple as buyGoldman said in its Apple earnings preview note that “solid iPhone demand to offset Mac weakness.”“AAPL is due to report F2Q23 earnings on May 4, where we expect better-than-anticipated results from iPhone which should more than offset weakness in Mac.”RBC initiates Broadridge Financial as outperformRBC said the financial solutions company is a “classic compounder.”“We are initiating coverage of BR with an Outperform rating and a $169 target price, as we believe BR represents a pair of steady hands in an uncertain market, given its consistent track record of shareholder returns, moat in its proxy business, expected improving FCF conversion, and emerging incremental opportunities in a large addressable market.”Bernstein reiterates Chipotle as outperformBernstein said there are still several bear case scenarios for Chipotle stock, but that it’s sticking with its buy rating.“After a spectacular +30% YTD rally, our top pick for 2023 is under mounting pressure on whether it can sustain its momentum and if the upside is more limited.”Wells Fargo upgrades Medtronic to overweight from equal weightWells said in its upgrade of the medtech company that the stock’s valuation is attractive.“We are upgrading MDT to Overweight from Equal Weight because we think (1) MDT will benefit from an improvement in the underlying medtech markets; (2) the pipeline is improving; and (3) valuation appears attractive.”Read more about this call here.Wells Fargo names Disney a top pick in mediaWells said in a note on Monday that Disney is the “best opportunity in media.”“We think DIS will use D+, Hulu and ESPN DTC to reach >$100bn in rev. and >$7 in EPS by FY25E. Our $147 price target does not require a rerating. DIS is our top idea.”Citi downgrades First Solar to sell from neutralCiti said the outlook is “challenging” for the solar company.“Solar module supply-demand fundamentals indicate a challenging LT outlook for FSLR and may raise questions around terminal value of the company’s assets.Citi adds a positive catalyst watch on Enphase Energy and SunrunCiti added positive catalyst watches on several solar companies and said it sees further share gains.“We open upside catalyst watches on ENPH and RUN. ENPH should see record high margins, the benefit of strong demand in CA and market share gains.”Wolfe downgrades C3.ai to underperform from peer performWolfe said in its downgrade of the software company that it sees too many negative catalysts.“We see significant risks to FY24 revenue growth and believe consensus estimates for revenue growth are ~10% too high. We see AI’s F4Q23 earnings as a potential near-term negative catalyst.”Read more about this call here.JPMorgan reiterates Ford & General Motors as overweightJPMorgan said in an earnings preview note that it’s standing by both automakers heading into earnings tomorrow for GM and next week for Ford.“GM has executed better than Ford in recent quarters, surprising positively vs. Ford which has more often disappointed, although the trend in 1Q we think gives Ford more of an opportunity to beat.”Mizuho initiates Tencent Music Entertainment as buyMizuho said in its initiation of the China music company that the stock has upside potential.“TME, 54% owned by Tencent, is the largest online music ecosystem in China with 567m monthly active users, and has high monetization potential from growth in the paying ratio and ARPU, as more labels put tracks behind the paywall and competition rationalizes.”Goldman Sachs reiterates Warner Brothers Discovery as buyGoldman said the media giant is the most attractive stock in the sector.“While we expect investors to continue to debate the long-term outlook for traditional media companies, we see the risk/reward skew for WBD as most attractive vs. its peer group with key execution catalysts (merger milestones, max relaunch, improved franchise management) largely within management’s control.”JPMorgan upgrades PPG Industries to overweight from neutralJPMorgan said in its upgrade of the painting and coating company that it sees “year-ahead price performance.”“We think that PPG is underearning as a base case, in excess of $2.00/share. Earnings could be substantially higher as the current level of raw material prices becomes reflected in PPG’s income statement.”Evercore ISI reiterates Nvidia as outperformEvercore said in a note over the weekend that Nvidia is a top beneficiary of AI with more upside.“Overall, breakthroughs such as this only increase our confidence in NVDA’s long-term model and positioning.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}