Hupfumi personal page - To The Moon

Hupfumi

Hupfumi

No personal profile

12Follow

2Followers

1Topic

0Badge

12-12

$NVIDIA Corp(NVDA)$

12-12

$NVIDIA Corp(NVDA)$

02-27

Most likely wi go beyond $60000

02-23

$Micro E-mini Nasdaq 100 - Mar 2024(MNQ2403)$ Is the rally that started last month ending?

2023-04-14

Nasdaq not playing ball

NASDAQ sloppy today. Difficult to see a clear trade setup. Just watching price action

Nasdaq not playing ball

2022-12-21

An assessment by Energy and Young found that there is an increasing uptake of digital assets such at crypto and NFTs. Coinbase in particular has a few institutional Investors and in my opinion is in better position than other crypto currency exchanges. Information published by companies does not depict the real picture.

These 2 Stocks Could Go to Zero

2022-12-19

Battle of giants

Intel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It

2022-12-19

2022-12-16

$Mallee Resources Ltd(MYL.AU)$

2022-12-15

The bird requires money

Elon Musk Sells Tesla Shares Worth $3.58 Billion

2022-12-15

Aluta continua

Powell Says Fed Still Has a "Ways to Go" After Half-Point Hike

2022-12-15

$Tesla Motors(TSLA)$

2022-12-15

It's still a very good stock

Down 24%, Is Alibaba Stock a Buy?

2022-12-14

On my watchlist

2 Semiconductor Stocks Down More Than 40% You'll Regret Not Buying on the Dip

2022-12-14

On my watchlist

Sorry, the original content has been removed

2022-12-14

Food prices not coming down

Sorry, the original content has been removed

2022-12-14

It's valuation is still too high

Sorry, the original content has been removed

2022-12-14

We are in a precarious situation

Wall St Rises After CPI Data but Fed Concerns Persist

2022-12-14

$Grab Holdings(GRAB)$

2022-12-12

$VELOCYS(VLS.UK)$

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4122043789636432","uuid":"4122043789636432","gmtCreate":1658940707418,"gmtModify":1665211798941,"name":"Hupfumi","pinyin":"hupfumi","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":12,"tweetSize":39,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":380840455471168,"gmtCreate":1733989283945,"gmtModify":1733989284755,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380840455471168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380840022085704,"gmtCreate":1733989270216,"gmtModify":1733989272635,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380840022085704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278582729515272,"gmtCreate":1709041166613,"gmtModify":1709041170666,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Most likely wi go beyond $60000","listText":"Most likely wi go beyond $60000","text":"Most likely wi go beyond $60000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278582729515272","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277032961863944,"gmtCreate":1708661013922,"gmtModify":1708661016759,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/MNQ2403\">$Micro E-mini Nasdaq 100 - Mar 2024(MNQ2403)$ </a> Is the rally that started last&nbsp; month ending?","listText":"<a href=\"https://ttm.financial/FUT/MNQ2403\">$Micro E-mini Nasdaq 100 - Mar 2024(MNQ2403)$ </a> Is the rally that started last&nbsp; month ending?","text":"$Micro E-mini Nasdaq 100 - Mar 2024(MNQ2403)$ Is the rally that started last month ending?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277032961863944","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945286368,"gmtCreate":1681486247455,"gmtModify":1681489616936,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"title":"Nasdaq not playing ball","htmlText":"NASDAQ sloppy today. Difficult to see a clear trade setup. Just watching price action&nbsp;","listText":"NASDAQ sloppy today. Difficult to see a clear trade setup. Just watching price action&nbsp;","text":"NASDAQ sloppy today. Difficult to see a clear trade setup. Just watching price action","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945286368","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926438531,"gmtCreate":1671599984623,"gmtModify":1676538562308,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"An assessment by Energy and Young found that there is an increasing uptake of digital assets such at crypto and NFTs. Coinbase in particular has a few institutional Investors and in my opinion is in better position than other crypto currency exchanges. Information published by companies does not depict the real picture.","listText":"An assessment by Energy and Young found that there is an increasing uptake of digital assets such at crypto and NFTs. Coinbase in particular has a few institutional Investors and in my opinion is in better position than other crypto currency exchanges. Information published by companies does not depict the real picture.","text":"An assessment by Energy and Young found that there is an increasing uptake of digital assets such at crypto and NFTs. Coinbase in particular has a few institutional Investors and in my opinion is in better position than other crypto currency exchanges. Information published by companies does not depict the real picture.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9926438531","repostId":"2292337681","repostType":2,"repost":{"id":"2292337681","kind":"highlight","pubTimestamp":1671584462,"share":"https://ttm.financial/m/news/2292337681?lang=&edition=fundamental","pubTime":"2022-12-21 09:01","market":"us","language":"en","title":"These 2 Stocks Could Go to Zero","url":"https://stock-news.laohu8.com/highlight/detail?id=2292337681","media":"Motley Fool","summary":"The bond market has rapidly soured on both money-losing companies.","content":"<html><head></head><body><p>Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book <i>The Intelligent Investor</i>. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can drive stock prices up and down, is a good lens through which to view the pandemic-era ups and downs of certain stocks.</p><p><b>Carvana</b> and <b>Coinbase</b> have never made much sense as businesses, at least to me. Carvana operates car vending machines and an online used car buying and selling platform, using billions in debt to fund expansion while losing money on every single car it sells. Coinbase charges high transaction fees on trades through its cryptocurrency exchange, a model that only works during times of extreme euphoria in the cryptocurrency markets.</p><p>The pandemic convinced Mr. Market that both of these companies were worth tens of billions of dollars. Carvana benefited from soaring demand and prices for used cars, a situation that Mr. Market seemingly believed would last forever. And Coinbase temporarily earned billions in profit as retail traders frantically traded digital tokens as cryptocurrency prices exploded, leading Mr. Market to turn a blind eye to that fact that cryptocurrency has little utility and no intrinsic value whatsoever.</p><h2>Optimism crashes into reality</h2><p>Carvana was valued at roughly $30 billion at one point in 2021. For reference, U.S. used car dealers generate around $140 billion of revenue annually, and it&#39;s not a high-margin affair. In 2021, when Carvana was seeing intense demand and growing rapidly, the company&#39;s gross margin was still just 15%.</p><p>Coinbase&#39;s market cap topped $70 billion in late 2021. As I pointed out earlier that year, Coinbase&#39;s success was extremely fragile. If cryptocurrency were to go mainstream and find real-world utility, it would kill the volatility that drives trading activity and revenue for Coinbase. If it remained a highly speculative asset class, competition would eat away at Coinbase&#39;s profit margins. And if cryptocurrency prices crashed and interest faded away, Coinbase would obviously suffer. There were no good outcomes.</p><p>For Carvana, the end of the used car boom apparently caught the company off guard. Retail unit sales tumbled in the third quarter, and more concerningly, gross profit per vehicle fell off a cliff. Carvana is overloaded with debt, and interest payments ate up nearly half of the company&#39;s depressed gross profit in the third quarter. With pricing based on supply and demand, and with Carvana&#39;s cost structure tuned for a booming market it apparently expected to never end, the company is in deep trouble.</p><p>For Coinbase, trading activity has evaporated amid plunging cryptocurrency prices and multiple frauds and scandals that have rocked the industry. Like Carvana, Coinbase has a cost problem. The company&#39;s cost structure only makes sense in a never-ending cryptocurrency bubble. The bubble has burst, and it doesn&#39;t look like it will be reinflating anytime soon.</p><h2>Don&#39;t ignore the bond market</h2><p>While Mr. Market is manic, swinging from optimism to pessimism and back again on a dime, drinking the Kool-Aid one minute and spitting it out the next, the bond market is a more serious affair. When bond investors become pessimistic about a particular company, it would be wise for stock investors to pay attention.</p><p>For both Carvana and Coinbase, bond investors are screaming at stock investors to get real:</p><ul><li>A Carvana bond issued in May that matures in 2030 is currently trading for less than 47 cents on the dollar.</li><li>A Coinbase bond issued in late 2021 that matures in 2031 is going for less than 52 cents on the dollar, despite Coinbase&#39;s balance sheet still featuring around $5 billion of cash.</li></ul><p>These prices suggest that the bond market does not expect either company to survive. Carvana is in more immediate danger -- its debt situation is untenable, and the company doesn&#39;t have the liquidity to keep going for much longer based on the rate at which it&#39;s burning cash. Carvana&#39;s free cash flow through the first nine months of 2022 was a loss of $1 billion, despite a reduction in vehicle inventories.</p><p>Coinbase has a longer runway, but its business model appears to be completely broken. The company has a bunch of cash laying around, but that cash is quickly going out the door. In just nine months, Coinbase&#39;s cash balance has declined by more than $2 billion, not counting customer deposits. With the collapse of FTX and revelations about the large-scale fraud going on at that once-mighty cryptocurrency exchange, it seems unlikely that cryptocurrency markets are going to stage a comeback anytime soon.</p><p>Miracles sometimes happen, but they&#39;re not a valid investing strategy. Get out while you still can.</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>These 2 Stocks Could Go to Zero</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\">\nThese 2 Stocks Could Go to Zero\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book The Intelligent Investor. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","CVNA":"Carvana Co."},"source_url":"https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292337681","content_text":"Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book The Intelligent Investor. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can drive stock prices up and down, is a good lens through which to view the pandemic-era ups and downs of certain stocks.Carvana and Coinbase have never made much sense as businesses, at least to me. Carvana operates car vending machines and an online used car buying and selling platform, using billions in debt to fund expansion while losing money on every single car it sells. Coinbase charges high transaction fees on trades through its cryptocurrency exchange, a model that only works during times of extreme euphoria in the cryptocurrency markets.The pandemic convinced Mr. Market that both of these companies were worth tens of billions of dollars. Carvana benefited from soaring demand and prices for used cars, a situation that Mr. Market seemingly believed would last forever. And Coinbase temporarily earned billions in profit as retail traders frantically traded digital tokens as cryptocurrency prices exploded, leading Mr. Market to turn a blind eye to that fact that cryptocurrency has little utility and no intrinsic value whatsoever.Optimism crashes into realityCarvana was valued at roughly $30 billion at one point in 2021. For reference, U.S. used car dealers generate around $140 billion of revenue annually, and it's not a high-margin affair. In 2021, when Carvana was seeing intense demand and growing rapidly, the company's gross margin was still just 15%.Coinbase's market cap topped $70 billion in late 2021. As I pointed out earlier that year, Coinbase's success was extremely fragile. If cryptocurrency were to go mainstream and find real-world utility, it would kill the volatility that drives trading activity and revenue for Coinbase. If it remained a highly speculative asset class, competition would eat away at Coinbase's profit margins. And if cryptocurrency prices crashed and interest faded away, Coinbase would obviously suffer. There were no good outcomes.For Carvana, the end of the used car boom apparently caught the company off guard. Retail unit sales tumbled in the third quarter, and more concerningly, gross profit per vehicle fell off a cliff. Carvana is overloaded with debt, and interest payments ate up nearly half of the company's depressed gross profit in the third quarter. With pricing based on supply and demand, and with Carvana's cost structure tuned for a booming market it apparently expected to never end, the company is in deep trouble.For Coinbase, trading activity has evaporated amid plunging cryptocurrency prices and multiple frauds and scandals that have rocked the industry. Like Carvana, Coinbase has a cost problem. The company's cost structure only makes sense in a never-ending cryptocurrency bubble. The bubble has burst, and it doesn't look like it will be reinflating anytime soon.Don't ignore the bond marketWhile Mr. Market is manic, swinging from optimism to pessimism and back again on a dime, drinking the Kool-Aid one minute and spitting it out the next, the bond market is a more serious affair. When bond investors become pessimistic about a particular company, it would be wise for stock investors to pay attention.For both Carvana and Coinbase, bond investors are screaming at stock investors to get real:A Carvana bond issued in May that matures in 2030 is currently trading for less than 47 cents on the dollar.A Coinbase bond issued in late 2021 that matures in 2031 is going for less than 52 cents on the dollar, despite Coinbase's balance sheet still featuring around $5 billion of cash.These prices suggest that the bond market does not expect either company to survive. Carvana is in more immediate danger -- its debt situation is untenable, and the company doesn't have the liquidity to keep going for much longer based on the rate at which it's burning cash. Carvana's free cash flow through the first nine months of 2022 was a loss of $1 billion, despite a reduction in vehicle inventories.Coinbase has a longer runway, but its business model appears to be completely broken. The company has a bunch of cash laying around, but that cash is quickly going out the door. In just nine months, Coinbase's cash balance has declined by more than $2 billion, not counting customer deposits. With the collapse of FTX and revelations about the large-scale fraud going on at that once-mighty cryptocurrency exchange, it seems unlikely that cryptocurrency markets are going to stage a comeback anytime soon.Miracles sometimes happen, but they're not a valid investing strategy. Get out while you still can.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926975550,"gmtCreate":1671459593071,"gmtModify":1676538539613,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Battle of giants&nbsp;","listText":"Battle of giants&nbsp;","text":"Battle of giants","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926975550","repostId":"2292847451","repostType":2,"repost":{"id":"2292847451","kind":"highlight","pubTimestamp":1671456426,"share":"https://ttm.financial/m/news/2292847451?lang=&edition=fundamental","pubTime":"2022-12-19 21:27","market":"us","language":"en","title":"Intel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It","url":"https://stock-news.laohu8.com/highlight/detail?id=2292847451","media":"seekingalpha","summary":"SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy a","content":"<html><head></head><body><h2>Summary</h2><ul><li>INTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?</li><li>TSMC highlighted its plans to increase its CapEx investments in Arizona markedly. But can Intel win critical orders from TSMC&#39;s leading customers?</li><li>Intel could lose more market share in the data center segment in 2023, with more intense competition coming from Arm as well.</li><li>Investors need to ask whether the market has priced in such significant challenges. If yes, this pullback is another opportunity to add if you missed its October lows.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524227e2de3f998b2c6616fdd17e1cac\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>JasonDoiy</span></p><h2>Intel: The Market Is Still Unsure</h2><p>After forming its November highs, Intel Corporation (NASDAQ:INTC) stock has pulled back significantly ahead of its Semiconductor ETF (SOXX) peers. However, even before Intel CFO David Zinsner highlighted in an early December conference that the company&#39;s &#34;visibility isn&#39;t pristine&#34; going into Q1&#39;23, we believe investors still on board should be keenly aware of its multi-year investment roadmap.</p><p>Hence, we don&#39;t think investors expect CEO Pat Gelsinger and his team to be posting solid H1&#39;23 results as macroeconomic concerns continue to beset its downstream customers. Also, despite its data center leadership, Intel is projected to lose more share against AMD (AMD) and Arm-based competitors moving forward.</p><p>Accordingly, DIGITIMES estimates suggest that cloud computing would likely continue to drive server demand in 2023, despite the downturn in consumer electronics.</p><p>It also expects Intel and AMD to benefit from replacement demand in 2023/24 as they push out their next-gen platforms. However, it also cautioned that Arm-based processors could continue to gain share against x86 moving ahead, with AMD continuing to take share within the x86 space. DIGITIMES accentuated:</p><blockquote>The US-based top-four cloud data center operators and Chinese first-tier data center operators have all adopted servers powered by AMD&#39;s EPYC CPUs in 2022. Since their procurement of AMD-based servers is expected to continue rising, the share of AMD-powered servers is estimated to grow to over 17% in 2023, while that of Intel-powered ones will slump to below 75%, down from around 77% in 2022. Servers equipped with Arm-based processors will see their share rise to slightly below 7% in 2022 and uplift to nearly 8% in 2023 with the keen development of Amazon, Nvidia, and Ampere. - <i>DIGITIMES</i></blockquote><h2>Can Intel Foundry Services Really Convince TSMC&#39;s Leading Customers?</h2><p>Hence, market strategists/investors/analysts are justifiably concerned whether Intel&#39;s bid to return to process leadership in the medium term could work out.</p><p>Furthermore, Intel&#39;s near-term growth drivers continue to face significant challenges, with inventory digestion in the consumer markets continuing to persist through H1&#39;23. Even though Intel maintains that it&#39;s on track to retake foundry leadership. However, the vital question is whether the market is convinced Intel is on track. Tom&#39;s Hardware highlighted:</p><blockquote>At the IEDM conference, Intel shared its process technology roadmap and its vision for chip designs that will be available in the next three to four years. As expected, Intel&#39;s next-generation fabrication processes - Intel 4 and Intel 3 - are on track to be used for high-volume manufacturing (HVM) in 2023 and 2024, respectively. Furthermore, the company&#39;s 20A and 18A production nodes will be ready for HVM in 2024, which means that 18A will be made available ahead of schedule, a slide published by IEEE Spectrum suggests. - <i>Tom&#39;s Hardware</i></blockquote><p>Hence, it&#39;s clear the company has staked the recovery of its market leadership through the success of Intel Foundry Services (IFS), as it competes with TSMC (TSM) and Samsung (OTCPK:SSNLF).</p><p>However, the recent resignation of IFS leader Randhir Thakur (slated to remain in Intel through Q1&#39;23) likely didn&#39;t inspire confidence as TSMC amped up its CapEx investments in Arizona. While TSMC&#39;s Arizona fabs are not intended to be the most advanced process technology when completed, the company remains well-placed to compete for manufacturing capacity with Intel.</p><p>Notably, with AMD, Nvidia (NVDA), and Apple (AAPL) signing up as TSMC&#39;s first customers in Arizona, Intel would likely to face serious competition as it looks to convince customers that it&#39;s ready to take on TSMC in the US.</p><p>And to make things even more challenging for Intel, Samsung also plans to overtake TSMC in 2024, as DIGITIMES reported that the Korean semi leader &#34;is preparing a &#39;master plan&#39; for its foundry business to turn the tables against TSMC in 2024, utilizing its 3nm process to take back orders from major US clients like Qualcomm and Nvidia.&#34;</p><p>Notably, the &#39;master plan&#39; encompasses activating its Taylor plant in the US, leveraging the technological reshoring priorities of its fabless customers and &#34;recreate the &#39;dual-track&#39; strategy from 8 years ago and lure main clients back to Samsung.&#34;</p><p>Therefore, we believe investors want to see more commitments from Intel&#39;s &#34;potential&#34; customers beyond MediaTek (OTCPK:MDTKF). But, these potential customers need to have high confidence that the company is on top of its IFS recovery and can deliver the performance and yields that TSMC is leading. As seen in Qualcomm&#39;s (QCOM) stumbles with Samsung, credibility once lost, is difficult to recover, as DIGITIMES reported:</p><blockquote>After suffering poor production yields for its 5nm chips, Samsung has continued to lose orders for 4nm chips due to the same problem. Nvidia, for instance, has returned to TSMC for fabricating its latest RTX 40 series GPUs, and Qualcomm has also decided to contract TSMC to manufacture its newest flagship mobile AP, Snapdragon 8 Gen 2. - <i>DIGITIMES</i></blockquote><h2>INTC: Valuations Are Likely Not Aggressive</h2><p>But, has the market priced in these significant headwinds into INTC at the current levels?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fa53655089bfb39c5db0a87da9c3549\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Intel Forward EBITDA multiples valuation trend (S&amp;P Cap IQ)</span></p><p>With an NTM EBITDA multiple of 6.9x, it&#39;s in line with its 10Y average of 6.8x. However, investors need to note that the Street has already slashed its forward earnings projections, leading to the surge in its valuation multiples.</p><p>Hence, unless the company expects to lower its forward earnings estimates further, we believe significant pessimism has been reflected.</p><h2>Takeaway</h2><p>Therefore, the market should be focusing on Intel&#39;s execution through the cycle, with IFS&#39; ability to win more customers likely critical to a material re-rating.</p><p>Otherwise, investors should be ready for a long slog as INTC continues its consolidation.</p><p>With INTC down nearly 15% from its November highs, we assess it looks attractive again, even though investors should expect near-term volatility.</p><p><i>Maintain Buy.</i></p><p><i>This article is written by JR Research for reference only. Please note the risks.</i></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>Intel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It</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\">\nIntel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 21:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?TSMC highlighted its plans to increase its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4575":"芯片概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4515":"5G概念","BK4527":"明星科技股","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","INTC":"英特尔","BK4535":"淡马锡持仓","BK4529":"IDC概念","BK4579":"人工智能"},"source_url":"https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2292847451","content_text":"SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?TSMC highlighted its plans to increase its CapEx investments in Arizona markedly. But can Intel win critical orders from TSMC's leading customers?Intel could lose more market share in the data center segment in 2023, with more intense competition coming from Arm as well.Investors need to ask whether the market has priced in such significant challenges. If yes, this pullback is another opportunity to add if you missed its October lows.JasonDoiyIntel: The Market Is Still UnsureAfter forming its November highs, Intel Corporation (NASDAQ:INTC) stock has pulled back significantly ahead of its Semiconductor ETF (SOXX) peers. However, even before Intel CFO David Zinsner highlighted in an early December conference that the company's \"visibility isn't pristine\" going into Q1'23, we believe investors still on board should be keenly aware of its multi-year investment roadmap.Hence, we don't think investors expect CEO Pat Gelsinger and his team to be posting solid H1'23 results as macroeconomic concerns continue to beset its downstream customers. Also, despite its data center leadership, Intel is projected to lose more share against AMD (AMD) and Arm-based competitors moving forward.Accordingly, DIGITIMES estimates suggest that cloud computing would likely continue to drive server demand in 2023, despite the downturn in consumer electronics.It also expects Intel and AMD to benefit from replacement demand in 2023/24 as they push out their next-gen platforms. However, it also cautioned that Arm-based processors could continue to gain share against x86 moving ahead, with AMD continuing to take share within the x86 space. DIGITIMES accentuated:The US-based top-four cloud data center operators and Chinese first-tier data center operators have all adopted servers powered by AMD's EPYC CPUs in 2022. Since their procurement of AMD-based servers is expected to continue rising, the share of AMD-powered servers is estimated to grow to over 17% in 2023, while that of Intel-powered ones will slump to below 75%, down from around 77% in 2022. Servers equipped with Arm-based processors will see their share rise to slightly below 7% in 2022 and uplift to nearly 8% in 2023 with the keen development of Amazon, Nvidia, and Ampere. - DIGITIMESCan Intel Foundry Services Really Convince TSMC's Leading Customers?Hence, market strategists/investors/analysts are justifiably concerned whether Intel's bid to return to process leadership in the medium term could work out.Furthermore, Intel's near-term growth drivers continue to face significant challenges, with inventory digestion in the consumer markets continuing to persist through H1'23. Even though Intel maintains that it's on track to retake foundry leadership. However, the vital question is whether the market is convinced Intel is on track. Tom's Hardware highlighted:At the IEDM conference, Intel shared its process technology roadmap and its vision for chip designs that will be available in the next three to four years. As expected, Intel's next-generation fabrication processes - Intel 4 and Intel 3 - are on track to be used for high-volume manufacturing (HVM) in 2023 and 2024, respectively. Furthermore, the company's 20A and 18A production nodes will be ready for HVM in 2024, which means that 18A will be made available ahead of schedule, a slide published by IEEE Spectrum suggests. - Tom's HardwareHence, it's clear the company has staked the recovery of its market leadership through the success of Intel Foundry Services (IFS), as it competes with TSMC (TSM) and Samsung (OTCPK:SSNLF).However, the recent resignation of IFS leader Randhir Thakur (slated to remain in Intel through Q1'23) likely didn't inspire confidence as TSMC amped up its CapEx investments in Arizona. While TSMC's Arizona fabs are not intended to be the most advanced process technology when completed, the company remains well-placed to compete for manufacturing capacity with Intel.Notably, with AMD, Nvidia (NVDA), and Apple (AAPL) signing up as TSMC's first customers in Arizona, Intel would likely to face serious competition as it looks to convince customers that it's ready to take on TSMC in the US.And to make things even more challenging for Intel, Samsung also plans to overtake TSMC in 2024, as DIGITIMES reported that the Korean semi leader \"is preparing a 'master plan' for its foundry business to turn the tables against TSMC in 2024, utilizing its 3nm process to take back orders from major US clients like Qualcomm and Nvidia.\"Notably, the 'master plan' encompasses activating its Taylor plant in the US, leveraging the technological reshoring priorities of its fabless customers and \"recreate the 'dual-track' strategy from 8 years ago and lure main clients back to Samsung.\"Therefore, we believe investors want to see more commitments from Intel's \"potential\" customers beyond MediaTek (OTCPK:MDTKF). But, these potential customers need to have high confidence that the company is on top of its IFS recovery and can deliver the performance and yields that TSMC is leading. As seen in Qualcomm's (QCOM) stumbles with Samsung, credibility once lost, is difficult to recover, as DIGITIMES reported:After suffering poor production yields for its 5nm chips, Samsung has continued to lose orders for 4nm chips due to the same problem. Nvidia, for instance, has returned to TSMC for fabricating its latest RTX 40 series GPUs, and Qualcomm has also decided to contract TSMC to manufacture its newest flagship mobile AP, Snapdragon 8 Gen 2. - DIGITIMESINTC: Valuations Are Likely Not AggressiveBut, has the market priced in these significant headwinds into INTC at the current levels?Intel Forward EBITDA multiples valuation trend (S&P Cap IQ)With an NTM EBITDA multiple of 6.9x, it's in line with its 10Y average of 6.8x. However, investors need to note that the Street has already slashed its forward earnings projections, leading to the surge in its valuation multiples.Hence, unless the company expects to lower its forward earnings estimates further, we believe significant pessimism has been reflected.TakeawayTherefore, the market should be focusing on Intel's execution through the cycle, with IFS' ability to win more customers likely critical to a material re-rating.Otherwise, investors should be ready for a long slog as INTC continues its consolidation.With INTC down nearly 15% from its November highs, we assess it looks attractive again, even though investors should expect near-term volatility.Maintain Buy.This article is written by JR Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928790814,"gmtCreate":1671402186639,"gmtModify":1676538529114,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$DJIA(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928790814","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921775865,"gmtCreate":1671146285758,"gmtModify":1676538497551,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MYL.AU\">$Mallee Resources Ltd(MYL.AU)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/MYL.AU\">$Mallee Resources Ltd(MYL.AU)$ &nbsp;</a>","text":"$Mallee Resources Ltd(MYL.AU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921775865","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921254170,"gmtCreate":1671072171890,"gmtModify":1676538485395,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"The bird requires money","listText":"The bird requires money","text":"The bird requires money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921254170","repostId":"1145285433","repostType":4,"repost":{"id":"1145285433","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1671070064,"share":"https://ttm.financial/m/news/1145285433?lang=&edition=fundamental","pubTime":"2022-12-15 10:07","market":"us","language":"en","title":"Elon Musk Sells Tesla Shares Worth $3.58 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1145285433","media":"Reuters","summary":"Dec 14  - Tesla IncChief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter","content":"<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk&#39;s second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world&#39;s most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk&#39;s purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world&#39;s richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</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>Elon Musk Sells Tesla Shares Worth $3.58 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Sells Tesla Shares Worth $3.58 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-15 10:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk&#39;s second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world&#39;s most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk&#39;s purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world&#39;s richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145285433","content_text":"Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.The stock hit its lowest in over two years last night.Musk, who recently lost his title as the world's richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.Tesla did not immediately respond to a Reuters request for comment outside business hours.The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921685054,"gmtCreate":1671053334278,"gmtModify":1676538481267,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Aluta continua","listText":"Aluta continua","text":"Aluta continua","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921685054","repostId":"1121831718","repostType":4,"repost":{"id":"1121831718","kind":"news","pubTimestamp":1671047310,"share":"https://ttm.financial/m/news/1121831718?lang=&edition=fundamental","pubTime":"2022-12-15 03:48","market":"us","language":"en","title":"Powell Says Fed Still Has a \"Ways to Go\" After Half-Point Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1121831718","media":"Bloomberg","summary":"‘Ongoing’ increases are seen as FOMC maintains languageOfficials cut 2023 GDP forecasts, raise unemp","content":"<html><head></head><body><ul><li>‘Ongoing’ increases are seen as FOMC maintains language</li><li>Officials cut 2023 GDP forecasts, raise unemployment</li></ul><p>Federal Reserve Chair Jerome Powell said officials were not close to ending their aggressive campaign of interest-rate increases after officials signaled borrowing costs would head higher than expected next year.</p><p>“We still have some ways to go,” he said at a press conference on Wednesday in Washington after the central bank downshifted its rapid pace hikes. He said that the size of the rate increase delivered on Feb. 1 at the Fed’s next meeting would depend on incoming data, leaving the door open to another half-percentage point move or a step down to a quarter point.</p><p>“Restoring price stability will likely require maintaining a restrictive policy stance for some time,” he said.</p><p><img src=\"https://static.tigerbbs.com/f87df42477763f173f36abb14adf3f18\" tg-width=\"930\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>The Federal Open Market Committee raised its benchmark rate by 50 basis points to a 4.25% to 4.5% target range. Policymakers projected rates would end next year at 5.1%, according to their median forecast, before being cut to 4.1% in 2024 — a higher level than previously indicated.</p><p>“The committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2% over time,” the FOMC said in itsstatement, repeating language it has used in previous communications.</p><p>Treasury yields rose, the S&amp;P 500 index dropped and the dollar index pared losses on the day as Powell spoke.</p><p>Investors had been speculated that the Fed would soon pause its hikes after financial conditions eased. Until Wednesday, stocks had risen, while mortgage rates and the dollar had fallen since Powell last month suggested a policy shift was coming. They’d also bet rates would reach about 4.8% in May, followed by cuts totaling 50 basis points in the second half of the year.</p><p>“It is our judgment today that we are not at a sufficiently restrictive policy stance yet,” the Fed chief said. “We will stay the course until the job is done.”</p><p>Powell had previously signaled plans to moderate hikes, while emphasizing that the pace of tightening is less significant than the peak and the duration of rates at a high level.</p><p>The decision follows four consecutive 75 basis-point hikes that have boosted rates at the fastest pace since Paul Volcker led the central bank in the 1980s.</p><p>Consumer-price increases have begun a morepronounced slowdownfrom their 40-year high earlier this year. But a growing cadre of economists expect the Fed’s aggressive action to tip the US into recession next year.</p><p>Such concerns have drawn lawmaker criticism, with Democratic senators Elizabeth Warren, Bernie Sanders and Sheldon Whitehouse warning that rate hikes risk “slowing the economy to a crawl.”</p><p>Officials gave a clearer sign that they expect higher rates to impact the economy. They cut their 2023 growth forecasts, seeing expansion of 0.5%, according to median projections released Wednesday. They raised their estimate for 2022 GDP slightly to 0.5%. The central bankers increased their projection for the unemployment rate next year to 4.6% from its 3.7% level in November.</p><p>The distribution of rate forecasts also skewed higher, with seven of 19 officials seeing rates above 5.25% next year.</p><p>Fed officials raised their estimates for the main and core readings of their preferred inflation gauge, the index for personal consumption expenditures. They now see PCE at 3.1% in 2023 compared with a September estimate of 2.8%, while core — which excludes food and energy — may be 3.5% for next year.</p><p>Wednesday’s move caps a challenging year for the US central bank which was initially slow to begin tightening policy in response to surging price pressures.</p><p>Since lifting rates from near zero in March, the Fed has moved aggressively to catch up, while preserving hope it can deliver a soft landing that avoids a dramatic surge in unemployment.</p><p>Officials are seeking to slow growth to below its long-term trend to cool the labor market — with job openings still far above the number of unemployed Americans — and reduce pressure on prices that are running well above their 2% target.</p><p>Policymakers got some good news Tuesday when government data showed consumer prices rose 7.1% in the year ending November, the lowest rate this year.</p><p>Even so, Powell has repeatedly said he’s willing for the economy to suffer some pain to lower inflation and avoid the mistakes of the 1970s when the Fed prematurely loosened monetary policy.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Says Fed Still Has a \"Ways to Go\" After Half-Point Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPowell Says Fed Still Has a \"Ways to Go\" After Half-Point Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 03:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Ongoing’ increases are seen as FOMC maintains languageOfficials cut 2023 GDP forecasts, raise unemploymentFederal Reserve Chair Jerome Powell said officials were not close to ending their aggressive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121831718","content_text":"‘Ongoing’ increases are seen as FOMC maintains languageOfficials cut 2023 GDP forecasts, raise unemploymentFederal Reserve Chair Jerome Powell said officials were not close to ending their aggressive campaign of interest-rate increases after officials signaled borrowing costs would head higher than expected next year.“We still have some ways to go,” he said at a press conference on Wednesday in Washington after the central bank downshifted its rapid pace hikes. He said that the size of the rate increase delivered on Feb. 1 at the Fed’s next meeting would depend on incoming data, leaving the door open to another half-percentage point move or a step down to a quarter point.“Restoring price stability will likely require maintaining a restrictive policy stance for some time,” he said.The Federal Open Market Committee raised its benchmark rate by 50 basis points to a 4.25% to 4.5% target range. Policymakers projected rates would end next year at 5.1%, according to their median forecast, before being cut to 4.1% in 2024 — a higher level than previously indicated.“The committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2% over time,” the FOMC said in itsstatement, repeating language it has used in previous communications.Treasury yields rose, the S&P 500 index dropped and the dollar index pared losses on the day as Powell spoke.Investors had been speculated that the Fed would soon pause its hikes after financial conditions eased. Until Wednesday, stocks had risen, while mortgage rates and the dollar had fallen since Powell last month suggested a policy shift was coming. They’d also bet rates would reach about 4.8% in May, followed by cuts totaling 50 basis points in the second half of the year.“It is our judgment today that we are not at a sufficiently restrictive policy stance yet,” the Fed chief said. “We will stay the course until the job is done.”Powell had previously signaled plans to moderate hikes, while emphasizing that the pace of tightening is less significant than the peak and the duration of rates at a high level.The decision follows four consecutive 75 basis-point hikes that have boosted rates at the fastest pace since Paul Volcker led the central bank in the 1980s.Consumer-price increases have begun a morepronounced slowdownfrom their 40-year high earlier this year. But a growing cadre of economists expect the Fed’s aggressive action to tip the US into recession next year.Such concerns have drawn lawmaker criticism, with Democratic senators Elizabeth Warren, Bernie Sanders and Sheldon Whitehouse warning that rate hikes risk “slowing the economy to a crawl.”Officials gave a clearer sign that they expect higher rates to impact the economy. They cut their 2023 growth forecasts, seeing expansion of 0.5%, according to median projections released Wednesday. They raised their estimate for 2022 GDP slightly to 0.5%. The central bankers increased their projection for the unemployment rate next year to 4.6% from its 3.7% level in November.The distribution of rate forecasts also skewed higher, with seven of 19 officials seeing rates above 5.25% next year.Fed officials raised their estimates for the main and core readings of their preferred inflation gauge, the index for personal consumption expenditures. They now see PCE at 3.1% in 2023 compared with a September estimate of 2.8%, while core — which excludes food and energy — may be 3.5% for next year.Wednesday’s move caps a challenging year for the US central bank which was initially slow to begin tightening policy in response to surging price pressures.Since lifting rates from near zero in March, the Fed has moved aggressively to catch up, while preserving hope it can deliver a soft landing that avoids a dramatic surge in unemployment.Officials are seeking to slow growth to below its long-term trend to cool the labor market — with job openings still far above the number of unemployed Americans — and reduce pressure on prices that are running well above their 2% target.Policymakers got some good news Tuesday when government data showed consumer prices rose 7.1% in the year ending November, the lowest rate this year.Even so, Powell has repeatedly said he’s willing for the economy to suffer some pain to lower inflation and avoid the mistakes of the 1970s when the Fed prematurely loosened monetary policy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921682058,"gmtCreate":1671053072074,"gmtModify":1676538481243,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921682058","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921693367,"gmtCreate":1671036025960,"gmtModify":1676538480166,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"It's still a very good stock&nbsp;","listText":"It's still a very good stock&nbsp;","text":"It's still a very good stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921693367","repostId":"2291716597","repostType":4,"repost":{"id":"2291716597","kind":"highlight","pubTimestamp":1671000843,"share":"https://ttm.financial/m/news/2291716597?lang=&edition=fundamental","pubTime":"2022-12-14 14:54","market":"us","language":"en","title":"Down 24%, Is Alibaba Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2291716597","media":"Motley Fool","summary":"China might finally be easing up on its COVID-19 restrictions. But is it enough to save Alibaba stock?","content":"<html><head></head><body><p>Down 24% year to date, Chinese tech giant <b>Alibaba Group</b> hasn&#39;t escaped the impacts of the 2022 bear market. Like many e-commerce companies, it faces global macroeconomic challenges like inflation and possible recession. But China-specific headwinds are another big problem, too.</p><p>Let&#39;s take a look at both of these factors and what they could mean for the company&#39;s outlook in the year ahead.</p><h2>What went wrong for Alibaba?</h2><p>Established in 1999, Alibaba is the undisputed leader in Chinese e-commerce, with a market share of 47%. But far from just an e-commerce company, it operates a portfolio business that includes cloud computing, traditional retail, and logistics. Alibaba&#39;s size gives it a solid economic moat against rivals through economies of scale and the &#34;network effect,&#34; which is the value a platform gains as more people use it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aad9432b9cda82258ee8c027b3c38f6\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>The company&#39;s share price has historically reflected its business success -- rising 366% between its initial public offering at $68 per share in 2014 and its all-time high of $317 six years later. But after a strong performance in the early stages of the pandemic, a revenue slowdown and regulatory uncertainty have become big red flags for investors.</p><h2>Revenue growth is slowing dramatically</h2><p>Alibaba&#39;s third-quarter earnings highlight the severity of its challenges. Revenue increased by just 3% year over year to $29.1 billion, which is a sharp deceleration from the 29% growth rate reported in the prior-year period. According to management, this weakness is partially due to China&#39;s strict zero-COVID policy, which has been weighing on consumption. But this narrative might not be telling the whole story.</p><p>Strict COVID lockdowns have been going on in China for the past three years, and they didn&#39;t stop the company from posting double-digit growth rates during most of those periods. In fact, the lockdowns are widely believed to have boosted stay-at-home shopping in 2020 and 2021.</p><p>Instead of zero-COVID, Alibaba&#39;s more fundamental problem may be business stagnation and maturity. And while China is finally moving to ease some of the strictest aspects of its zero-COVID policy, the changes probably won&#39;t shoot Alibaba back to its previous growth rates.</p><p>The BBC reports that the company may be dealing with growing competition and a regulatory crackdown from the Chinese government. In 2021, Alibaba was fined $2.8 billion for antitrust violations by preventing merchants from selling on other platforms. The increased scrutiny could be making management more cautious about the tactics they use to expand.</p><p>Additional long-term challenges include U.S. trade restrictions on exporting cutting-edge semiconductor chips to China. Semiconductors help power data centers, artificial intelligence, and other technologies. And the export ban could hurt Alibaba&#39;s efforts to stay competitive in cloud computing. Revenue in the company&#39;s cloud services segment grew by 4% to 20,757 yuan ($2.98 billion), roughly 10% of total revenue.</p><h2>A low valuation but risky</h2><p>With a price-to-earnings multiple of 12, Alibaba trades at a significant discount to the <b>S&amp;P 500</b>&#39;s average of 20. But that doesn&#39;t necessarily make its shares a good deal. Regulatory uncertainty in China is a big challenge for long-term investors. And the company&#39;s slowing revenue growth could eventually lead to stagnant profits if the situation doesn&#39;t improve. The stock looks like a sell or a hold for now.</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>Down 24%, Is Alibaba Stock a Buy?</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\">\nDown 24%, Is Alibaba Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/13/down-24-is-alibaba-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Down 24% year to date, Chinese tech giant Alibaba Group hasn't escaped the impacts of the 2022 bear market. Like many e-commerce companies, it faces global macroeconomic challenges like inflation and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/13/down-24-is-alibaba-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4558":"双十一","09988":"阿里巴巴-W","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4585":"ETF&股票定投概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BABA":"阿里巴巴","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/12/13/down-24-is-alibaba-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291716597","content_text":"Down 24% year to date, Chinese tech giant Alibaba Group hasn't escaped the impacts of the 2022 bear market. Like many e-commerce companies, it faces global macroeconomic challenges like inflation and possible recession. But China-specific headwinds are another big problem, too.Let's take a look at both of these factors and what they could mean for the company's outlook in the year ahead.What went wrong for Alibaba?Established in 1999, Alibaba is the undisputed leader in Chinese e-commerce, with a market share of 47%. But far from just an e-commerce company, it operates a portfolio business that includes cloud computing, traditional retail, and logistics. Alibaba's size gives it a solid economic moat against rivals through economies of scale and the \"network effect,\" which is the value a platform gains as more people use it.Image source: Getty Images.The company's share price has historically reflected its business success -- rising 366% between its initial public offering at $68 per share in 2014 and its all-time high of $317 six years later. But after a strong performance in the early stages of the pandemic, a revenue slowdown and regulatory uncertainty have become big red flags for investors.Revenue growth is slowing dramaticallyAlibaba's third-quarter earnings highlight the severity of its challenges. Revenue increased by just 3% year over year to $29.1 billion, which is a sharp deceleration from the 29% growth rate reported in the prior-year period. According to management, this weakness is partially due to China's strict zero-COVID policy, which has been weighing on consumption. But this narrative might not be telling the whole story.Strict COVID lockdowns have been going on in China for the past three years, and they didn't stop the company from posting double-digit growth rates during most of those periods. In fact, the lockdowns are widely believed to have boosted stay-at-home shopping in 2020 and 2021.Instead of zero-COVID, Alibaba's more fundamental problem may be business stagnation and maturity. And while China is finally moving to ease some of the strictest aspects of its zero-COVID policy, the changes probably won't shoot Alibaba back to its previous growth rates.The BBC reports that the company may be dealing with growing competition and a regulatory crackdown from the Chinese government. In 2021, Alibaba was fined $2.8 billion for antitrust violations by preventing merchants from selling on other platforms. The increased scrutiny could be making management more cautious about the tactics they use to expand.Additional long-term challenges include U.S. trade restrictions on exporting cutting-edge semiconductor chips to China. Semiconductors help power data centers, artificial intelligence, and other technologies. And the export ban could hurt Alibaba's efforts to stay competitive in cloud computing. Revenue in the company's cloud services segment grew by 4% to 20,757 yuan ($2.98 billion), roughly 10% of total revenue.A low valuation but riskyWith a price-to-earnings multiple of 12, Alibaba trades at a significant discount to the S&P 500's average of 20. But that doesn't necessarily make its shares a good deal. Regulatory uncertainty in China is a big challenge for long-term investors. And the company's slowing revenue growth could eventually lead to stagnant profits if the situation doesn't improve. The stock looks like a sell or a hold for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921121017,"gmtCreate":1671002151740,"gmtModify":1676538474242,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"On my watchlist&nbsp;","listText":"On my watchlist&nbsp;","text":"On my watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921121017","repostId":"2291569716","repostType":4,"repost":{"id":"2291569716","kind":"highlight","pubTimestamp":1670997709,"share":"https://ttm.financial/m/news/2291569716?lang=&edition=fundamental","pubTime":"2022-12-14 14:01","market":"us","language":"en","title":"2 Semiconductor Stocks Down More Than 40% You'll Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2291569716","media":"Motley Fool","summary":"AMD and Nvidia are set to drive the future of technology, and investors can buy them now at a discount.","content":"<html><head></head><body><p>Semiconductors are the advanced computer chips that power our everyday electronics, though their list of applications is rapidly growing. Household items are increasingly intelligent -- even modern refrigerators need computing power -- but some of the greatest future demand for chips is likely to come from technologies associated with electric vehicles and data centers.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> of the leading chipmakers in those fields are <b>Nvidia</b> and <b>Advanced Micro Devices</b> (AMD). They continue to fight for their slice of a semiconductor industry that could exceed $1.5 trillion in annual value over the next decade -- a big opportunity for investors.</p><p>However, the value of Nvidia and AMD shares have declined by 44% and 54% from their all-time highs, respectively, amid this year&#39;s economic downturn, paired with a series of industry-specific challenges like an oversupply of chips. But here&#39;s why those share price dips are worth buying.</p><h2>Nvidia&#39;s future might be in self-driving vehicle technologies</h2><p>Like most semiconductor companies, Nvidia is having a turbulent 2022. After the industry raced to fill pandemic-related supply shortages throughout 2020 and 2021, it ended up producing more than consumers needed, which led to a glut this year. That impacted prices, which meant less revenue, but companies like Nvidia were also met with a much weaker economy, where consumers were spending less money on expensive undertakings like upgrading their computers.</p><p>As a result, Nvidia&#39;s gaming segment has tumbled, with revenue dropping 51% year over year in the recent third quarter of fiscal 2023 (ended Oct. 30) alone. What was once the company&#39;s largest driver of revenue has now taken a back seat to the data center business, which continues to boom.</p><p>Nvidia is a pioneer of artificial intelligence (AI), which it&#39;s applying in the data center through its advanced hardware, allowing businesses to draw valuable insights from the mountains of information they generate every day.</p><p>Nvidia&#39;s data center segment generated $11.3 billion in revenue during the first nine months of fiscal 2023, which was a 55% jump compared to the year-ago period.</p><p>But there&#39;s another opportunity for Nvidia growing even more quickly, and that&#39;s the company&#39;s automotive segment. It&#39;s still tiny compared to the data center segment, with just $251 million in sales in Q3, but that was a whopping 86% year-over-year increase. Its end-to-end autonomous self-driving software and hardware solutions have amassed an $11 billion sales pipeline to dozens of the world&#39;s largest car manufacturers.</p><p>The upshot is that the autonomous self-driving vehicle industry could be worth over $2.1 trillion per year by 2030, which eclipses the semiconductor industry&#39;s projected value. Therefore, Nvidia is playing for not one, but at least two trillion-dollar long-term opportunities.</p><p>That&#39;s reason enough for investors to take advantage of the recent dip in Nvidia stock.</p><h2>Advanced Micro Devices is down, but certainly not out</h2><p>AMD has a much greater exposure to weak consumer spending than Nvidia does. Not only does it sell stand-alone semiconductors for personal computing, but it also supplies chips for incredibly popular consumer products like <b>Microsoft</b>&#39;s Xbox Series X and <b>Sony</b>&#39;s PlayStation 5. AMD chips also power the infotainment systems in <b>Tesla</b>&#39;s electric vehicles.</p><p>When demand for those products declines, so goes the demand for AMD&#39;s chips. In the recent third quarter (ended Sept. 30), the company saw a 40% year-over-year decline in its client segment, where some of the abovementioned hardware is reported. Game consoles fall under the gaming segment, which grew by a modest 14%.</p><p>But AMD is like Nvidia in one very positive way too, because growth in its data center segment continues to soar. It jumped 45% in Q3 to $1.6 billion. AMD is the choice of chipmaker for all the world&#39;s leading providers of cloud computing services, including Microsoft Azure, <b>Amazon</b> Web Services, and <b>Alphabet</b>&#39;s Google Cloud.</p><p>This is key, because more businesses are shifting their operations online, and the cloud is set to grow into a $1.5 trillion market by the end of the current decade (according to Grand View Research) as a result.</p><p>AMD&#39;s third quarter overall was one of its most challenging in recent memory, because it significantly missed its own revenue forecast by about $1.1 billion. But there might be a reprieve on the way, as inflation appears to have peaked back in June, which implies the worst of the U.S. Federal Reserve&#39;s interest rate increases might be behind us.</p><p>If that&#39;s the case, the consumer might be in a much better position in the new year, which could reignite AMD&#39;s lagging business units and supercharge its growth. With AMD stock currently down 56% from its all-time high, that presents a potential opportunity for investors.</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 Semiconductor Stocks Down More Than 40% You'll Regret Not Buying on the Dip</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 Semiconductor Stocks Down More Than 40% You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/13/2-semiconductor-stocks-down-more-than-40-youll-reg/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductors are the advanced computer chips that power our everyday electronics, though their list of applications is rapidly growing. Household items are increasingly intelligent -- even modern ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/13/2-semiconductor-stocks-down-more-than-40-youll-reg/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1046421795.USD":"富达环球科技A-ACC","LU0444971666.USD":"天利全球科技基金","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","AMD":"美国超微公司","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4514":"搜索引擎","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4528":"SaaS概念","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4567":"ESG概念","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4585":"ETF&股票定投概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4576":"AR","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SG9999001077.SGD":"United International Growth Fund SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4525":"远程办公概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4538":"云计算","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD"},"source_url":"https://www.fool.com/investing/2022/12/13/2-semiconductor-stocks-down-more-than-40-youll-reg/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291569716","content_text":"Semiconductors are the advanced computer chips that power our everyday electronics, though their list of applications is rapidly growing. Household items are increasingly intelligent -- even modern refrigerators need computing power -- but some of the greatest future demand for chips is likely to come from technologies associated with electric vehicles and data centers.Two of the leading chipmakers in those fields are Nvidia and Advanced Micro Devices (AMD). They continue to fight for their slice of a semiconductor industry that could exceed $1.5 trillion in annual value over the next decade -- a big opportunity for investors.However, the value of Nvidia and AMD shares have declined by 44% and 54% from their all-time highs, respectively, amid this year's economic downturn, paired with a series of industry-specific challenges like an oversupply of chips. But here's why those share price dips are worth buying.Nvidia's future might be in self-driving vehicle technologiesLike most semiconductor companies, Nvidia is having a turbulent 2022. After the industry raced to fill pandemic-related supply shortages throughout 2020 and 2021, it ended up producing more than consumers needed, which led to a glut this year. That impacted prices, which meant less revenue, but companies like Nvidia were also met with a much weaker economy, where consumers were spending less money on expensive undertakings like upgrading their computers.As a result, Nvidia's gaming segment has tumbled, with revenue dropping 51% year over year in the recent third quarter of fiscal 2023 (ended Oct. 30) alone. What was once the company's largest driver of revenue has now taken a back seat to the data center business, which continues to boom.Nvidia is a pioneer of artificial intelligence (AI), which it's applying in the data center through its advanced hardware, allowing businesses to draw valuable insights from the mountains of information they generate every day.Nvidia's data center segment generated $11.3 billion in revenue during the first nine months of fiscal 2023, which was a 55% jump compared to the year-ago period.But there's another opportunity for Nvidia growing even more quickly, and that's the company's automotive segment. It's still tiny compared to the data center segment, with just $251 million in sales in Q3, but that was a whopping 86% year-over-year increase. Its end-to-end autonomous self-driving software and hardware solutions have amassed an $11 billion sales pipeline to dozens of the world's largest car manufacturers.The upshot is that the autonomous self-driving vehicle industry could be worth over $2.1 trillion per year by 2030, which eclipses the semiconductor industry's projected value. Therefore, Nvidia is playing for not one, but at least two trillion-dollar long-term opportunities.That's reason enough for investors to take advantage of the recent dip in Nvidia stock.Advanced Micro Devices is down, but certainly not outAMD has a much greater exposure to weak consumer spending than Nvidia does. Not only does it sell stand-alone semiconductors for personal computing, but it also supplies chips for incredibly popular consumer products like Microsoft's Xbox Series X and Sony's PlayStation 5. AMD chips also power the infotainment systems in Tesla's electric vehicles.When demand for those products declines, so goes the demand for AMD's chips. In the recent third quarter (ended Sept. 30), the company saw a 40% year-over-year decline in its client segment, where some of the abovementioned hardware is reported. Game consoles fall under the gaming segment, which grew by a modest 14%.But AMD is like Nvidia in one very positive way too, because growth in its data center segment continues to soar. It jumped 45% in Q3 to $1.6 billion. AMD is the choice of chipmaker for all the world's leading providers of cloud computing services, including Microsoft Azure, Amazon Web Services, and Alphabet's Google Cloud.This is key, because more businesses are shifting their operations online, and the cloud is set to grow into a $1.5 trillion market by the end of the current decade (according to Grand View Research) as a result.AMD's third quarter overall was one of its most challenging in recent memory, because it significantly missed its own revenue forecast by about $1.1 billion. But there might be a reprieve on the way, as inflation appears to have peaked back in June, which implies the worst of the U.S. Federal Reserve's interest rate increases might be behind us.If that's the case, the consumer might be in a much better position in the new year, which could reignite AMD's lagging business units and supercharge its growth. With AMD stock currently down 56% from its all-time high, that presents a potential opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921123703,"gmtCreate":1671002100702,"gmtModify":1676538474235,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"On my watchlist&nbsp;","listText":"On my watchlist&nbsp;","text":"On my watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921123703","repostId":"2291872519","repostType":4,"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921123261,"gmtCreate":1671002059053,"gmtModify":1676538474225,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Food prices not coming down&nbsp;","listText":"Food prices not coming down&nbsp;","text":"Food prices not coming down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921123261","repostId":"2291294037","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921123833,"gmtCreate":1671002019322,"gmtModify":1676538474220,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"It's valuation is still too high","listText":"It's valuation is still too high","text":"It's valuation is still too high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921123833","repostId":"1113917065","repostType":4,"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921123381,"gmtCreate":1671001962243,"gmtModify":1676538474217,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"We are in a precarious situation&nbsp;","listText":"We are in a precarious situation&nbsp;","text":"We are in a precarious situation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921123381","repostId":"2291749530","repostType":4,"repost":{"id":"2291749530","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670972284,"share":"https://ttm.financial/m/news/2291749530?lang=&edition=fundamental","pubTime":"2022-12-14 06:58","market":"us","language":"en","title":"Wall St Rises After CPI Data but Fed Concerns Persist","url":"https://stock-news.laohu8.com/highlight/detail?id=2291749530","media":"Reuters","summary":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Mode","content":"<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Rises After CPI Data but Fed Concerns Persist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Rises After CPI Data but Fed Concerns Persist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-14 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0122379950.USD":"贝莱德世界健康科学A2","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","MRNA":"Moderna, Inc.","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4127":"投资银行业与经纪业","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4516":"特朗普概念","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","COMP":"Compass, Inc.","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","BK4139":"生物科技","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD",".DJI":"道琼斯","BK4007":"制药","BK4196":"保健护理服务",".IXIC":"NASDAQ Composite","BK4082":"医疗保健设备",".SPX":"S&P 500 Index","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291749530","content_text":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Moderna surges on upbeat trial data* Dow up 0.3%, S&P 500 up 0.73%, Nasdaq up 1.01%NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.The benchmark S&P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&P 500 growth index, up 1.18%, and the S&P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.Morgan Stanley's chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank's February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.Still, equities pared gains ahead of the Fed's policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.\"There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,\" said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.\"That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.\"The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.Energy, up 1.77%, was among the best performing S&P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.The consumer inflation numbers follow November's producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.Still, some questioned whether the trend in prices could continue.\"Today's CPI print is incrementally good, but it needs to be sustained,\" said Venu Krishna, head of U.S. equity strategy at Barclays in New York.\"There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.\"Moderna Inc surged 19.63% after the biotechnology firm's experimental vaccine in combination with Merck & Co Inc's blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform's stock to \"overweight\" from \"neutral.\"Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921129510,"gmtCreate":1671001812130,"gmtModify":1676538474194,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921129510","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923604827,"gmtCreate":1670840970769,"gmtModify":1676538443883,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VLS.UK\">$VELOCYS(VLS.UK)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/VLS.UK\">$VELOCYS(VLS.UK)$ &nbsp;</a>","text":"$VELOCYS(VLS.UK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923604827","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9926438531,"gmtCreate":1671599984623,"gmtModify":1676538562308,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"An assessment by Energy and Young found that there is an increasing uptake of digital assets such at crypto and NFTs. Coinbase in particular has a few institutional Investors and in my opinion is in better position than other crypto currency exchanges. Information published by companies does not depict the real picture.","listText":"An assessment by Energy and Young found that there is an increasing uptake of digital assets such at crypto and NFTs. Coinbase in particular has a few institutional Investors and in my opinion is in better position than other crypto currency exchanges. Information published by companies does not depict the real picture.","text":"An assessment by Energy and Young found that there is an increasing uptake of digital assets such at crypto and NFTs. Coinbase in particular has a few institutional Investors and in my opinion is in better position than other crypto currency exchanges. Information published by companies does not depict the real picture.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9926438531","repostId":"2292337681","repostType":2,"repost":{"id":"2292337681","kind":"highlight","pubTimestamp":1671584462,"share":"https://ttm.financial/m/news/2292337681?lang=&edition=fundamental","pubTime":"2022-12-21 09:01","market":"us","language":"en","title":"These 2 Stocks Could Go to Zero","url":"https://stock-news.laohu8.com/highlight/detail?id=2292337681","media":"Motley Fool","summary":"The bond market has rapidly soured on both money-losing companies.","content":"<html><head></head><body><p>Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book <i>The Intelligent Investor</i>. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can drive stock prices up and down, is a good lens through which to view the pandemic-era ups and downs of certain stocks.</p><p><b>Carvana</b> and <b>Coinbase</b> have never made much sense as businesses, at least to me. Carvana operates car vending machines and an online used car buying and selling platform, using billions in debt to fund expansion while losing money on every single car it sells. Coinbase charges high transaction fees on trades through its cryptocurrency exchange, a model that only works during times of extreme euphoria in the cryptocurrency markets.</p><p>The pandemic convinced Mr. Market that both of these companies were worth tens of billions of dollars. Carvana benefited from soaring demand and prices for used cars, a situation that Mr. Market seemingly believed would last forever. And Coinbase temporarily earned billions in profit as retail traders frantically traded digital tokens as cryptocurrency prices exploded, leading Mr. Market to turn a blind eye to that fact that cryptocurrency has little utility and no intrinsic value whatsoever.</p><h2>Optimism crashes into reality</h2><p>Carvana was valued at roughly $30 billion at one point in 2021. For reference, U.S. used car dealers generate around $140 billion of revenue annually, and it&#39;s not a high-margin affair. In 2021, when Carvana was seeing intense demand and growing rapidly, the company&#39;s gross margin was still just 15%.</p><p>Coinbase&#39;s market cap topped $70 billion in late 2021. As I pointed out earlier that year, Coinbase&#39;s success was extremely fragile. If cryptocurrency were to go mainstream and find real-world utility, it would kill the volatility that drives trading activity and revenue for Coinbase. If it remained a highly speculative asset class, competition would eat away at Coinbase&#39;s profit margins. And if cryptocurrency prices crashed and interest faded away, Coinbase would obviously suffer. There were no good outcomes.</p><p>For Carvana, the end of the used car boom apparently caught the company off guard. Retail unit sales tumbled in the third quarter, and more concerningly, gross profit per vehicle fell off a cliff. Carvana is overloaded with debt, and interest payments ate up nearly half of the company&#39;s depressed gross profit in the third quarter. With pricing based on supply and demand, and with Carvana&#39;s cost structure tuned for a booming market it apparently expected to never end, the company is in deep trouble.</p><p>For Coinbase, trading activity has evaporated amid plunging cryptocurrency prices and multiple frauds and scandals that have rocked the industry. Like Carvana, Coinbase has a cost problem. The company&#39;s cost structure only makes sense in a never-ending cryptocurrency bubble. The bubble has burst, and it doesn&#39;t look like it will be reinflating anytime soon.</p><h2>Don&#39;t ignore the bond market</h2><p>While Mr. Market is manic, swinging from optimism to pessimism and back again on a dime, drinking the Kool-Aid one minute and spitting it out the next, the bond market is a more serious affair. When bond investors become pessimistic about a particular company, it would be wise for stock investors to pay attention.</p><p>For both Carvana and Coinbase, bond investors are screaming at stock investors to get real:</p><ul><li>A Carvana bond issued in May that matures in 2030 is currently trading for less than 47 cents on the dollar.</li><li>A Coinbase bond issued in late 2021 that matures in 2031 is going for less than 52 cents on the dollar, despite Coinbase&#39;s balance sheet still featuring around $5 billion of cash.</li></ul><p>These prices suggest that the bond market does not expect either company to survive. Carvana is in more immediate danger -- its debt situation is untenable, and the company doesn&#39;t have the liquidity to keep going for much longer based on the rate at which it&#39;s burning cash. Carvana&#39;s free cash flow through the first nine months of 2022 was a loss of $1 billion, despite a reduction in vehicle inventories.</p><p>Coinbase has a longer runway, but its business model appears to be completely broken. The company has a bunch of cash laying around, but that cash is quickly going out the door. In just nine months, Coinbase&#39;s cash balance has declined by more than $2 billion, not counting customer deposits. With the collapse of FTX and revelations about the large-scale fraud going on at that once-mighty cryptocurrency exchange, it seems unlikely that cryptocurrency markets are going to stage a comeback anytime soon.</p><p>Miracles sometimes happen, but they&#39;re not a valid investing strategy. Get out while you still can.</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>These 2 Stocks Could Go to Zero</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\">\nThese 2 Stocks Could Go to Zero\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book The Intelligent Investor. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","CVNA":"Carvana Co."},"source_url":"https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292337681","content_text":"Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book The Intelligent Investor. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can drive stock prices up and down, is a good lens through which to view the pandemic-era ups and downs of certain stocks.Carvana and Coinbase have never made much sense as businesses, at least to me. Carvana operates car vending machines and an online used car buying and selling platform, using billions in debt to fund expansion while losing money on every single car it sells. Coinbase charges high transaction fees on trades through its cryptocurrency exchange, a model that only works during times of extreme euphoria in the cryptocurrency markets.The pandemic convinced Mr. Market that both of these companies were worth tens of billions of dollars. Carvana benefited from soaring demand and prices for used cars, a situation that Mr. Market seemingly believed would last forever. And Coinbase temporarily earned billions in profit as retail traders frantically traded digital tokens as cryptocurrency prices exploded, leading Mr. Market to turn a blind eye to that fact that cryptocurrency has little utility and no intrinsic value whatsoever.Optimism crashes into realityCarvana was valued at roughly $30 billion at one point in 2021. For reference, U.S. used car dealers generate around $140 billion of revenue annually, and it's not a high-margin affair. In 2021, when Carvana was seeing intense demand and growing rapidly, the company's gross margin was still just 15%.Coinbase's market cap topped $70 billion in late 2021. As I pointed out earlier that year, Coinbase's success was extremely fragile. If cryptocurrency were to go mainstream and find real-world utility, it would kill the volatility that drives trading activity and revenue for Coinbase. If it remained a highly speculative asset class, competition would eat away at Coinbase's profit margins. And if cryptocurrency prices crashed and interest faded away, Coinbase would obviously suffer. There were no good outcomes.For Carvana, the end of the used car boom apparently caught the company off guard. Retail unit sales tumbled in the third quarter, and more concerningly, gross profit per vehicle fell off a cliff. Carvana is overloaded with debt, and interest payments ate up nearly half of the company's depressed gross profit in the third quarter. With pricing based on supply and demand, and with Carvana's cost structure tuned for a booming market it apparently expected to never end, the company is in deep trouble.For Coinbase, trading activity has evaporated amid plunging cryptocurrency prices and multiple frauds and scandals that have rocked the industry. Like Carvana, Coinbase has a cost problem. The company's cost structure only makes sense in a never-ending cryptocurrency bubble. The bubble has burst, and it doesn't look like it will be reinflating anytime soon.Don't ignore the bond marketWhile Mr. Market is manic, swinging from optimism to pessimism and back again on a dime, drinking the Kool-Aid one minute and spitting it out the next, the bond market is a more serious affair. When bond investors become pessimistic about a particular company, it would be wise for stock investors to pay attention.For both Carvana and Coinbase, bond investors are screaming at stock investors to get real:A Carvana bond issued in May that matures in 2030 is currently trading for less than 47 cents on the dollar.A Coinbase bond issued in late 2021 that matures in 2031 is going for less than 52 cents on the dollar, despite Coinbase's balance sheet still featuring around $5 billion of cash.These prices suggest that the bond market does not expect either company to survive. Carvana is in more immediate danger -- its debt situation is untenable, and the company doesn't have the liquidity to keep going for much longer based on the rate at which it's burning cash. Carvana's free cash flow through the first nine months of 2022 was a loss of $1 billion, despite a reduction in vehicle inventories.Coinbase has a longer runway, but its business model appears to be completely broken. The company has a bunch of cash laying around, but that cash is quickly going out the door. In just nine months, Coinbase's cash balance has declined by more than $2 billion, not counting customer deposits. With the collapse of FTX and revelations about the large-scale fraud going on at that once-mighty cryptocurrency exchange, it seems unlikely that cryptocurrency markets are going to stage a comeback anytime soon.Miracles sometimes happen, but they're not a valid investing strategy. Get out while you still can.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921254170,"gmtCreate":1671072171890,"gmtModify":1676538485395,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"The bird requires money","listText":"The bird requires money","text":"The bird requires money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921254170","repostId":"1145285433","repostType":4,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929280616,"gmtCreate":1670677923735,"gmtModify":1676538415767,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Tesla stock may be overpriced and the bird will chip it down to actual price&nbsp;","listText":"Tesla stock may be overpriced and the bird will chip it down to actual price&nbsp;","text":"Tesla stock may be overpriced and the bird will chip it down to actual price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929280616","repostId":"1181869151","repostType":2,"repost":{"id":"1181869151","kind":"news","pubTimestamp":1670636698,"share":"https://ttm.financial/m/news/1181869151?lang=&edition=fundamental","pubTime":"2022-12-10 09:44","market":"us","language":"en","title":"Elon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof","url":"https://stock-news.laohu8.com/highlight/detail?id=1181869151","media":"Barron's","summary":"Twitteris an undeniable overhang forTeslastock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New St","content":"<html><head></head><body><p>Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.</p><p>New Street Research analyst Pierre Ferragu took to Twitter on Friday to explain what’s going on with Tesla stock (ticker: TSLA), which was off 49% so far this year as of the close on Friday.</p><p>He attributed the bulk of the decline to what’s happened to the market, which seems sensible. The Nasdaq Composite is off about 30% year to date, and most car-related stocks have been hit hard by rising interest rates and inflation. General Motors (GM) and Ford Motor (F) shares are off about 35% and 36%, respectively, so far this year.</p><p>Twitter is also a factor for Ferragu, who noted that perceptions of Tesla’s brand are sliding. Tesla’s net brand favorability score, which is positive opinions minus negative opinions, is down about six to 10 percentage points, hovering around 20%. That tops the the U.S. government’s score, which is less than zero, according to Ferragu’s data.</p><p><img src=\"https://static.tigerbbs.com/2e818e41d57a14c6cac9cab049bb3f61\" tg-width=\"827\" tg-height=\"884\" width=\"100%\" height=\"auto\"/></p><p>Ferragu rates Tesla stock at Buy with a Street-high price target of $530, according to FactSet.</p><p>“Impact on brand perception in the general public is visible and material, but it is very unlikely to affect materially buying behaviors in the near term,” Ferragu tells<i>Barron’s</i>in an emailed statement, adding “it will turn fast.”</p><p>Just how long a temporary impact will last is anyone’s guess. The Twitter overhang led Wedbush analyst Dan Ives to cut $50 off his price target for Tesla stock in November, leaving it at $250. He has called Twitter an albatross for Tesla stock, but still rates shares at Buy.</p><p>“Tweet by tweet, Musk creates more of an overhang on Tesla,” Ives told<i>Barron’s</i>Friday by email. “The Musk Twitter fiasco a darkening black cloud over the story. Perception is reality for the Street for now on Tesla.”</p><p>Tesla CEO Elon Musk ‘s recent tweets include shots at competitors, discussions of election interference by Twitter, disapproval of the Federal Reserve’s interest-rate policy, and claims of media bias. Those tweets were all this week.</p><p>Tesla investors still get tidbits about the car company from Musk’s tweeting. He responded to Ferragu’s thread, commenting that margin loans of Tesla stock don’t make sense in this weakening economic environment.</p><p>That’s a bit of good news for Tesla shareholders who don’t like Musk selling Tesla stock, and don’t want any sales tied to margin calls. Still, the possibility of Musk selling stock to help fund Twitter remains part of the overall overhang. Ferragu dismissed Musk selling Tesla stock as a long-term risk, though, writing that the sales would be “negligible to the market cap and trading volumes of [Tesla].”</p><p>If Musk’s stock sales aren’t the main cause of the overhang on the Tesla brand and shares, then that leaves the toll that Twitter takes on Musk’s full attention. Whatever the source, the impact is real.</p><p>Coming into Thursday, Tesla shares had declined about 23% since Musk completed the purchase of the social medial platform. The Nasdaq Composite has risen about 3% over the same span.</p><p>The spread is growing. It was negligible until early November, when Musk sold more Tesla stock after the deal close—a surprise to investors. After the sale, the spread was about 20 percentage points. It moved as high as 26 points this week, but had slipped back to 22 points as of the close of trading on Friday.</p><p>Tesla stock has been cut almost in half year to date. If Tesla stock were at the level it sold for before Musk completed the Twitter purchase, it would be off about 34% year to date, in line with GM and Ford stock.</p><p>The performance gap between Tesla and the rest of the car industry is the gain that investors can expect from Tesla stock if the Twitter overhang ever lifts.</p><p>That would put Tesla stock at roughly $225 a share. Investors hope for that rally soon.</p><p>Tesla stock closed 3.2% higher on Friday. TheS&amp;P 500 and the Nasdaq Composite both lost 0.7%.</p><p>The stock snapped a four-day losing streak that cost investors about 11%. Tesla stock is now down about 8% for the week.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New...</p>\n\n<a href=\"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181869151","content_text":"Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New Street Research analyst Pierre Ferragu took to Twitter on Friday to explain what’s going on with Tesla stock (ticker: TSLA), which was off 49% so far this year as of the close on Friday.He attributed the bulk of the decline to what’s happened to the market, which seems sensible. The Nasdaq Composite is off about 30% year to date, and most car-related stocks have been hit hard by rising interest rates and inflation. General Motors (GM) and Ford Motor (F) shares are off about 35% and 36%, respectively, so far this year.Twitter is also a factor for Ferragu, who noted that perceptions of Tesla’s brand are sliding. Tesla’s net brand favorability score, which is positive opinions minus negative opinions, is down about six to 10 percentage points, hovering around 20%. That tops the the U.S. government’s score, which is less than zero, according to Ferragu’s data.Ferragu rates Tesla stock at Buy with a Street-high price target of $530, according to FactSet.“Impact on brand perception in the general public is visible and material, but it is very unlikely to affect materially buying behaviors in the near term,” Ferragu tellsBarron’sin an emailed statement, adding “it will turn fast.”Just how long a temporary impact will last is anyone’s guess. The Twitter overhang led Wedbush analyst Dan Ives to cut $50 off his price target for Tesla stock in November, leaving it at $250. He has called Twitter an albatross for Tesla stock, but still rates shares at Buy.“Tweet by tweet, Musk creates more of an overhang on Tesla,” Ives toldBarron’sFriday by email. “The Musk Twitter fiasco a darkening black cloud over the story. Perception is reality for the Street for now on Tesla.”Tesla CEO Elon Musk ‘s recent tweets include shots at competitors, discussions of election interference by Twitter, disapproval of the Federal Reserve’s interest-rate policy, and claims of media bias. Those tweets were all this week.Tesla investors still get tidbits about the car company from Musk’s tweeting. He responded to Ferragu’s thread, commenting that margin loans of Tesla stock don’t make sense in this weakening economic environment.That’s a bit of good news for Tesla shareholders who don’t like Musk selling Tesla stock, and don’t want any sales tied to margin calls. Still, the possibility of Musk selling stock to help fund Twitter remains part of the overall overhang. Ferragu dismissed Musk selling Tesla stock as a long-term risk, though, writing that the sales would be “negligible to the market cap and trading volumes of [Tesla].”If Musk’s stock sales aren’t the main cause of the overhang on the Tesla brand and shares, then that leaves the toll that Twitter takes on Musk’s full attention. Whatever the source, the impact is real.Coming into Thursday, Tesla shares had declined about 23% since Musk completed the purchase of the social medial platform. The Nasdaq Composite has risen about 3% over the same span.The spread is growing. It was negligible until early November, when Musk sold more Tesla stock after the deal close—a surprise to investors. After the sale, the spread was about 20 percentage points. It moved as high as 26 points this week, but had slipped back to 22 points as of the close of trading on Friday.Tesla stock has been cut almost in half year to date. If Tesla stock were at the level it sold for before Musk completed the Twitter purchase, it would be off about 34% year to date, in line with GM and Ford stock.The performance gap between Tesla and the rest of the car industry is the gain that investors can expect from Tesla stock if the Twitter overhang ever lifts.That would put Tesla stock at roughly $225 a share. Investors hope for that rally soon.Tesla stock closed 3.2% higher on Friday. TheS&P 500 and the Nasdaq Composite both lost 0.7%.The stock snapped a four-day losing streak that cost investors about 11%. Tesla stock is now down about 8% for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921685054,"gmtCreate":1671053334278,"gmtModify":1676538481267,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Aluta continua","listText":"Aluta continua","text":"Aluta continua","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921685054","repostId":"1121831718","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921123261,"gmtCreate":1671002059053,"gmtModify":1676538474225,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Food prices not coming down&nbsp;","listText":"Food prices not coming down&nbsp;","text":"Food prices not coming down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921123261","repostId":"2291294037","repostType":4,"repost":{"id":"2291294037","kind":"highlight","pubTimestamp":1671001265,"share":"https://ttm.financial/m/news/2291294037?lang=&edition=fundamental","pubTime":"2022-12-14 15:01","language":"en","title":"CPI Justifies the Market’s Exuberance, This Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2291294037","media":"The Australian Financial Review","summary":"The battle against inflation is far from over, but markets can’t be blamed for rushing to judgment a","content":"<html><head></head><body><p>The battle against inflation is far from over, but markets can’t be blamed for rushing to judgment after an unequivocally positive consumer price index report on Tuesday (Wednesday AEDT).</p><p>The numbers showed that core prices – excluding volatile food and energy – rose just 0.2 per cent in November from the previous month. Stripping out the contentious shelter component of the index, core prices fell 0.1 per cent on the month.</p><p>Using a three-month annualised rate to smooth out the month-to-month volatility, the core index, excluding shelter, suggests an underlying rate of core inflation of just 1 per cent – below the Federal Reserve’s target.</p><p>Consider the policy backdrop. The CPI carries a special measure of weight this month because it comes on the eve of the next Fed monetary policy decision.</p><p>The Fed’s rate-setting committee is still likely to raise interest rates by 50 basis points on Wednesday, but there can be little doubt that the numbers will embolden doves who think that the balance of risks is tipping towards recession over inflation.</p><p>There should be some meaningful debate among committee members about making the next rate increase the Fed’s last, and markets will be waiting with bated breath for signs of how receptive chairman Jerome Powell is to that argument.</p><h2>Soft landing hopes</h2><p>So, what does that mean for the medium term? For starters, it means price-earnings multiples can continue to drift higher.</p><p>Higher risk-free rates have been the dominant driver in the compression of forward P/E ratios since January, with multiples plummeting from about 21.6 times in January to a low of 15.2 times in September. At the current 17.8 times, they could track bond prices higher if inflation keeps moving in this direction.</p><p>Equally significant, the development bolsters the argument for a soft landing in the economy.</p><p>A sizable chorus of economists thinks a recession may already be baked in for 2023 thanks to the famous “long and variable lags” of monetary policy; the damage has already been done, many might say.</p><p>But a quick resolution to the inflation problem at least increases the odds of avoiding that outcome and opens the door to an upside surprise.</p><p>S&amp;P 500 strategists are already bracing for meagre 3 per cent earnings-per-share growth in 2023. A very modest uptick in EPS expectations (say, 5 per cent growth instead of 3 per cent), combined with a reasonable 19 times multiple, gets you back to about 4400 on the index, another 8 per cent upside from current levels.</p><p>As always, there’s risk in over extrapolating from what now stand as just two consecutive encouraging CPI reports.</p><p>Fed policymakers have been burnt by volatile inflation data already, and they’ve been conditioned to be more cautious.</p><p>“Nobody likes to get headfaked, and the way for Powell and his colleagues to get headfaked is to overreact to a couple of encouraging releases,” said David Wilcox, director of US economic research at Bloomberg Economics.</p><h2>Powell’s four pillars</h2><p>At his Brookings Institution speech last month, Powell laid out four pillars for thinking about the inflation outlook, implying that he won’t consider lower interest rates until he finds ample comfort in each of them. Here’s where the Powell framework stands after Tuesday’s report:</p><p>Growth running far enough below long-run trend to reduce inflation (check).</p><p>Clear signs of housing and rent disinflation, at least in forward-looking indicators of market rents (check).</p><p>Cooling core goods inflation and healing supply chains (emphatic check: core goods prices actually fell outright for the second consecutive month).</p><p>Cooling core services less shelter, and a more sustainable pace of wage growth (still not there: core services, excluding shelter, rose just 0.2 per cent in the most recent report, but data for the past three months suggest an annualised rate of about 6 per cent).</p><p>More to that final point, trend wage growth still looks to be about 5 per cent, a thorn in Powell’s side that he fears will make services inflation harder to tame in the medium term.</p><p>Clearly, the wage debate has its detractors, who note that the current bout of inflation didn’t start with the labour market and think that the relationship between tight labour markets and inflation is antiquated.</p><p>That could be, but the Fed is going to hold on to that line of thinking until the hard inflation data prove it unequivocally wrong.</p><p>Yet, while the Fed waits on clear and compelling evidence that inflation is back in its cage, market participants have no such luxury. And, for once, you can’t really blame them.</p></body></html>","source":"afr_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>CPI Justifies the Market’s Exuberance, This 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\">\nCPI Justifies the Market’s Exuberance, This Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/policy/economy/cpi-justifies-the-market-s-exuberance-this-time-20221214-p5c67f><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The battle against inflation is far from over, but markets can’t be blamed for rushing to judgment after an unequivocally positive consumer price index report on Tuesday (Wednesday AEDT).The numbers ...</p>\n\n<a href=\"https://www.afr.com/policy/economy/cpi-justifies-the-market-s-exuberance-this-time-20221214-p5c67f\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XAO.AU":"标普/澳交所 普通股指数","XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数"},"source_url":"https://www.afr.com/policy/economy/cpi-justifies-the-market-s-exuberance-this-time-20221214-p5c67f","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291294037","content_text":"The battle against inflation is far from over, but markets can’t be blamed for rushing to judgment after an unequivocally positive consumer price index report on Tuesday (Wednesday AEDT).The numbers showed that core prices – excluding volatile food and energy – rose just 0.2 per cent in November from the previous month. Stripping out the contentious shelter component of the index, core prices fell 0.1 per cent on the month.Using a three-month annualised rate to smooth out the month-to-month volatility, the core index, excluding shelter, suggests an underlying rate of core inflation of just 1 per cent – below the Federal Reserve’s target.Consider the policy backdrop. The CPI carries a special measure of weight this month because it comes on the eve of the next Fed monetary policy decision.The Fed’s rate-setting committee is still likely to raise interest rates by 50 basis points on Wednesday, but there can be little doubt that the numbers will embolden doves who think that the balance of risks is tipping towards recession over inflation.There should be some meaningful debate among committee members about making the next rate increase the Fed’s last, and markets will be waiting with bated breath for signs of how receptive chairman Jerome Powell is to that argument.Soft landing hopesSo, what does that mean for the medium term? For starters, it means price-earnings multiples can continue to drift higher.Higher risk-free rates have been the dominant driver in the compression of forward P/E ratios since January, with multiples plummeting from about 21.6 times in January to a low of 15.2 times in September. At the current 17.8 times, they could track bond prices higher if inflation keeps moving in this direction.Equally significant, the development bolsters the argument for a soft landing in the economy.A sizable chorus of economists thinks a recession may already be baked in for 2023 thanks to the famous “long and variable lags” of monetary policy; the damage has already been done, many might say.But a quick resolution to the inflation problem at least increases the odds of avoiding that outcome and opens the door to an upside surprise.S&P 500 strategists are already bracing for meagre 3 per cent earnings-per-share growth in 2023. A very modest uptick in EPS expectations (say, 5 per cent growth instead of 3 per cent), combined with a reasonable 19 times multiple, gets you back to about 4400 on the index, another 8 per cent upside from current levels.As always, there’s risk in over extrapolating from what now stand as just two consecutive encouraging CPI reports.Fed policymakers have been burnt by volatile inflation data already, and they’ve been conditioned to be more cautious.“Nobody likes to get headfaked, and the way for Powell and his colleagues to get headfaked is to overreact to a couple of encouraging releases,” said David Wilcox, director of US economic research at Bloomberg Economics.Powell’s four pillarsAt his Brookings Institution speech last month, Powell laid out four pillars for thinking about the inflation outlook, implying that he won’t consider lower interest rates until he finds ample comfort in each of them. Here’s where the Powell framework stands after Tuesday’s report:Growth running far enough below long-run trend to reduce inflation (check).Clear signs of housing and rent disinflation, at least in forward-looking indicators of market rents (check).Cooling core goods inflation and healing supply chains (emphatic check: core goods prices actually fell outright for the second consecutive month).Cooling core services less shelter, and a more sustainable pace of wage growth (still not there: core services, excluding shelter, rose just 0.2 per cent in the most recent report, but data for the past three months suggest an annualised rate of about 6 per cent).More to that final point, trend wage growth still looks to be about 5 per cent, a thorn in Powell’s side that he fears will make services inflation harder to tame in the medium term.Clearly, the wage debate has its detractors, who note that the current bout of inflation didn’t start with the labour market and think that the relationship between tight labour markets and inflation is antiquated.That could be, but the Fed is going to hold on to that line of thinking until the hard inflation data prove it unequivocally wrong.Yet, while the Fed waits on clear and compelling evidence that inflation is back in its cage, market participants have no such luxury. And, for once, you can’t really blame them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920978651,"gmtCreate":1670426207873,"gmtModify":1676538365643,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Dogecoin shows a lot of potential indeed&nbsp;","listText":"Dogecoin shows a lot of potential indeed&nbsp;","text":"Dogecoin shows a lot of potential indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920978651","repostId":"2289147681","repostType":2,"repost":{"id":"2289147681","kind":"highlight","pubTimestamp":1670427093,"share":"https://ttm.financial/m/news/2289147681?lang=&edition=fundamental","pubTime":"2022-12-07 23:31","market":"other","language":"en","title":"Crypto Crash: Can Dogecoin Reach $1 in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2289147681","media":"Motley Fool","summary":"2022 has been very different from 2021 for the cryptocurrency industry.","content":"<html><head></head><body><p>The total value of the cryptocurrency market opened at $760 billion in 2021 and soared to an all-time high of $2.9 trillion later that year. This year, it has given back nearly all of those gains and sits at about $850 billion as of this writing.</p><p>A combination of factors is to blame. Interest rates are rapidly rising, which is damping investors&#39; appetite for risk, and confidence has been eroded by a series of high-profile failures in the industry. That means some of the most speculative cryptocurrencies are suffering the largest losses right now.</p><p><b>Dogecoin</b> was hot during last year&#39;s frenzy, but it has since declined by 86% from its all-time high of $0.74. But the token has found some life this month thanks to one of its biggest supporters. So could 2023 be the year it soars to $1?</p><h2>Dogecoin&#39;s X-factor</h2><p>A currency typically needs utility to garner widespread adoption, and widespread adoption is necessary to sustain its long-term value. Dogecoin, like most cryptocurrencies, has never proven its worth as a means of exchange, so just 2,058 businesses accept it as payment for goods and services globally.</p><p>But one thing Dogecoin does have going for it is Elon Musk. The billionaire is the head of electric vehicle powerhouse <b>Tesla</b>, and just a few months ago, he famously bought social media giant Twitter. He is also one of the biggest believers in Dogecoin and spent much of 2021 promoting the token on social media.</p><p>Musk took things one step further when he appeared on the TV show <i>Saturday Night Live</i> last May, mentioning Dogecoin in a skit. Ironically, that marked the top, and the token&#39;s price has fallen ever since.</p><p>But to his credit, Musk is doing his part to drive adoption. Tesla accepts Dogecoin as payment for some items of merchandise, and Musk also takes Dogecoin for his recently released fragrance, Burnt Hair, which sold 30,000 bottles in the week of release.</p><p>There is rampant speculation that Dogecoin could play a part in the Twitter ecosystem. Some investors believe Musk will accept the token as payment for Twitter&#39;s blue-check profile verification, and others think Twitter could create a digital wallet that may support Dogecoin.</p><p>The likelihood of either event is entirely unknown, but that hasn&#39;t stopped the token&#39;s price from soaring by more than 100% from its 52-week low over the last few months.</p><h2>Dogecoin&#39;s challenges can&#39;t be overcome by one person alone</h2><p>The cryptocurrency industry is largely unregulated, and as a result, it&#39;s a breeding ground for nefarious activity. And when things do go wrong, investors have almost no way to recover their funds. That makes crypto very different from cash held in a U.S. bank account, which is automatically insured by the Federal Deposit Insurance Corp. (FDIC) up to $250,000.</p><p>Many investors have learned that lesson the hard way this year. Crypto-sector collapses seem to be growing in both size and frequency, with the most recent example being FTX. It was one of the largest exchanges in the world and was plunged into bankruptcy last month in spectacular fashion, owing an estimated $3 billion to its customers. Most of those with assets locked up in FTX are unlikely to ever recoup those losses.</p><p>FTX&#39;s failure followed the failure of the <b>TerraUSD</b> stablecoin, which wiped out an estimated $60 billion in value when it lost its peg to the U.S. dollar in May of this year.</p><p>What do these stories have to do with Dogecoin? Well, they&#39;ve contributed to the rapid erosion in trust for the cryptocurrency industry as a whole, and since Dogecoin is at the speculative end, that adds yet another hurdle the token has to vault to gain meaningful value.</p><h2>Dogecoin&#39;s path to $1 is unclear</h2><p>If Dogecoin reaches $1 per token, the total value of all tokens in circulation would top $139 billion -- an increase of more than 10-fold. It&#39;s a more plausible proposition than the same price for a token like <b>Shiba Inu</b>, which would be valued at $589 trillion if it reached $1 per token, but it still remains unlikely.</p><p>The bottom line is that Dogecoin won&#39;t rise to $1 without consumers and businesses adopting it as a payment mechanism. It needs to go from being a speculative asset to being one people can spend. Elon Musk can&#39;t carry that weight alone -- even though he has a portfolio of highly successful companies.</p><p>Next year might offer a more favorable climate for the cryptocurrency markets if inflation continues to fall and if interest rates stop rising, because that will give investors a little more appetite for risk. But it would be a tall order for sentiment alone to send Dogecoin to $1, so I wouldn&#39;t count on it happening anytime soon.</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>Crypto Crash: Can Dogecoin Reach $1 in 2023?</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\">\nCrypto Crash: Can Dogecoin Reach $1 in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/06/crypto-crash-can-dogecoin-reach-1-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The total value of the cryptocurrency market opened at $760 billion in 2021 and soared to an all-time high of $2.9 trillion later that year. This year, it has given back nearly all of those gains and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/06/crypto-crash-can-dogecoin-reach-1-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/12/06/crypto-crash-can-dogecoin-reach-1-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289147681","content_text":"The total value of the cryptocurrency market opened at $760 billion in 2021 and soared to an all-time high of $2.9 trillion later that year. This year, it has given back nearly all of those gains and sits at about $850 billion as of this writing.A combination of factors is to blame. Interest rates are rapidly rising, which is damping investors' appetite for risk, and confidence has been eroded by a series of high-profile failures in the industry. That means some of the most speculative cryptocurrencies are suffering the largest losses right now.Dogecoin was hot during last year's frenzy, but it has since declined by 86% from its all-time high of $0.74. But the token has found some life this month thanks to one of its biggest supporters. So could 2023 be the year it soars to $1?Dogecoin's X-factorA currency typically needs utility to garner widespread adoption, and widespread adoption is necessary to sustain its long-term value. Dogecoin, like most cryptocurrencies, has never proven its worth as a means of exchange, so just 2,058 businesses accept it as payment for goods and services globally.But one thing Dogecoin does have going for it is Elon Musk. The billionaire is the head of electric vehicle powerhouse Tesla, and just a few months ago, he famously bought social media giant Twitter. He is also one of the biggest believers in Dogecoin and spent much of 2021 promoting the token on social media.Musk took things one step further when he appeared on the TV show Saturday Night Live last May, mentioning Dogecoin in a skit. Ironically, that marked the top, and the token's price has fallen ever since.But to his credit, Musk is doing his part to drive adoption. Tesla accepts Dogecoin as payment for some items of merchandise, and Musk also takes Dogecoin for his recently released fragrance, Burnt Hair, which sold 30,000 bottles in the week of release.There is rampant speculation that Dogecoin could play a part in the Twitter ecosystem. Some investors believe Musk will accept the token as payment for Twitter's blue-check profile verification, and others think Twitter could create a digital wallet that may support Dogecoin.The likelihood of either event is entirely unknown, but that hasn't stopped the token's price from soaring by more than 100% from its 52-week low over the last few months.Dogecoin's challenges can't be overcome by one person aloneThe cryptocurrency industry is largely unregulated, and as a result, it's a breeding ground for nefarious activity. And when things do go wrong, investors have almost no way to recover their funds. That makes crypto very different from cash held in a U.S. bank account, which is automatically insured by the Federal Deposit Insurance Corp. (FDIC) up to $250,000.Many investors have learned that lesson the hard way this year. Crypto-sector collapses seem to be growing in both size and frequency, with the most recent example being FTX. It was one of the largest exchanges in the world and was plunged into bankruptcy last month in spectacular fashion, owing an estimated $3 billion to its customers. Most of those with assets locked up in FTX are unlikely to ever recoup those losses.FTX's failure followed the failure of the TerraUSD stablecoin, which wiped out an estimated $60 billion in value when it lost its peg to the U.S. dollar in May of this year.What do these stories have to do with Dogecoin? Well, they've contributed to the rapid erosion in trust for the cryptocurrency industry as a whole, and since Dogecoin is at the speculative end, that adds yet another hurdle the token has to vault to gain meaningful value.Dogecoin's path to $1 is unclearIf Dogecoin reaches $1 per token, the total value of all tokens in circulation would top $139 billion -- an increase of more than 10-fold. It's a more plausible proposition than the same price for a token like Shiba Inu, which would be valued at $589 trillion if it reached $1 per token, but it still remains unlikely.The bottom line is that Dogecoin won't rise to $1 without consumers and businesses adopting it as a payment mechanism. It needs to go from being a speculative asset to being one people can spend. Elon Musk can't carry that weight alone -- even though he has a portfolio of highly successful companies.Next year might offer a more favorable climate for the cryptocurrency markets if inflation continues to fall and if interest rates stop rising, because that will give investors a little more appetite for risk. But it would be a tall order for sentiment alone to send Dogecoin to $1, so I wouldn't count on it happening anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921123703,"gmtCreate":1671002100702,"gmtModify":1676538474235,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"On my watchlist&nbsp;","listText":"On my watchlist&nbsp;","text":"On my watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921123703","repostId":"2291872519","repostType":4,"repost":{"id":"2291872519","kind":"news","pubTimestamp":1670998654,"share":"https://ttm.financial/m/news/2291872519?lang=&edition=fundamental","pubTime":"2022-12-14 14:17","market":"us","language":"en","title":"Adobe Stock Looks Appealing after 51% Downfall","url":"https://stock-news.laohu8.com/highlight/detail?id=2291872519","media":"TipRanks","summary":"Story HighlightsAdobe has seen a large stock price decline in 2022, but financial performance in ter","content":"<div>\n<p>Story HighlightsAdobe has seen a large stock price decline in 2022, but financial performance in terms of growth and profitability has been strong for over a decade. and analysts expect low-double-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/adobe-nasdaqadbe-stock-looks-appealing-after-its-51-downfall\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Adobe Stock Looks Appealing after 51% Downfall</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\">\nAdobe Stock Looks Appealing after 51% Downfall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 14:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/adobe-nasdaqadbe-stock-looks-appealing-after-its-51-downfall><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAdobe has seen a large stock price decline in 2022, but financial performance in terms of growth and profitability has been strong for over a decade. and analysts expect low-double-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/adobe-nasdaqadbe-stock-looks-appealing-after-its-51-downfall\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","ADBE":"Adobe","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4527":"明星科技股","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4581":"高盛持仓"},"source_url":"https://www.tipranks.com/news/article/adobe-nasdaqadbe-stock-looks-appealing-after-its-51-downfall","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291872519","content_text":"Story HighlightsAdobe has seen a large stock price decline in 2022, but financial performance in terms of growth and profitability has been strong for over a decade. and analysts expect low-double-digit revenue/earnings growth, going forward. Valuation multiples have contracted, making the stock more attractive.Adobe (NASDAQ:ADBE) has maintained a 30+ year track record of innovation in creative digital solutions. Today, the company’s tools and platforms continue to improve, integrating cloud, content sharing, and collaboration solutions. The company’s unique solutions range has reaffirmed its leadership position in the market. Remote work and the growth of online businesses after the pandemic have only reinforced the company’s dominant position. In 2022, Adobe has seen a sharp stock price decline despite strong financial performance. As valuation multiples have contracted significantly, ADBE offers a relatively attractive proposition to potential investors.Stock Performance: A Sharp Fall after Years of OutperformanceAdobe had been one of the best-performing large-cap technology stocks over the last decade – up until 2022. As technology stock prices imploded after the start of 2022, Adobe has marked losses of over 40%, and it’s down 51% from its high. Still, over the trailing five and 10-year periods, ADBE holds total returns of 91% and 809%, respectively.Unlike many growth stocks that rallied significantly in 2021, ADBE displays a sound financial basis characterized by sustainable growth, strong margins, and ample cash flow production. Nevertheless, the stock is suffering as the Nasdaq 100 index (NDX) remains nearly 30% lower compared to the start of the year.An Uninterrupted Growth StoryAdobe has consistently delivered strong growth numbers over the last decade. Revenue has grown at a 10-year 14.6% CAGR and a five-year CAGR of 20%, indicating an acceleration of growth, especially after the pandemic. Operating income and EPS have grown even more aggressively at 10 and five-year CAGRs of 18%-21% and 25%-27%, respectively.For the fiscal year ending in November 2022, analysts expect a 9.2% year-over-year earnings-per-share (EPS) increase and an 11.6% year-over-year revenue increase. While a slowdown in growth can be observed, given the challenges of the current macroeconomic environment, expectations are set over the next couple of years for double-digit top and bottom-line growth to continue.Strong Profitability and Cash-Flow ProductionWhile sales and earnings growth has been consistently good, Adobe’s profitability capacity is almost unmatched in large-cap technology stocks. The company records an 87% gross margin, a 40% EBITDA margin, and a 28% net margin. By all profitability metrics, ADBE handily outperforms its sector and the market.Cash-flow productivity is also impressive, as the company has grown its cash from operations from $2.2 billion in 2016 to $7.2 billion in 2021. 2022 cash flow productivity will be even higher. Free cash flow exceeds net income, offering a very positive sign regarding earnings quality and sustainability. Adobe’s FCF margin stands over 30%.Low Levels of Risk on the Balance SheetAdobe maintains a very healthy balance sheet. Current assets exceed short-term liabilities, indicating strong liquidity coupled with the company’s consistent cash flow. Debt levels are also low, with long-term liabilities amounting to $4.93 billion in the most recent quarter, about 3.1% of the company’s market cap. Long-term solvency issues, as a result, are highly unlikely.The Recent Figma AcquisitionIn September 2022, Adobe announced the acquisition of Figma for $20 billion in cash. The deal will also dilute Adobe’s shareholders as Figma’s employees are set to receive stock in the company. Adobe’s management indicates that the acquisition will add to the company’s collaboration capabilities, incorporating Figma’s solutions and users into Adobe’s ecosystem.While the deal seems to make a lot of sense strategically,many analysts have expressed concerns that it is, in fact, too expensive. While Figma is a high-growth company, doubling its annual revenue, it still produces less than $0.5 billion in revenue, indicating a high acquisition multiple. That is, in the midst of a highly-uncertain period for the stock market. Analysts fear that the deal can negatively impact Adobe’s profitability and cash-flow production, especially in the short term.ADBE’s Valuation is Closer to Being AttractiveAdobe is probably the type of company that investors shouldn’t mind paying a premium price for, and the stock’s valuation over the past few years reflects that. While ADBE has traded at extreme valuations before, especially leading up to 2022, with P/E ratios over 40x and P/S ratios above 10x, its valuation multiple seems more moderate now.Despite that, the company still trades significantly higher than market averages in terms of P/E and P/S ratios. Currently, ADBE trades at a 24.8x forward earnings multiple and a 9x forward sales multiple (for Fiscal 2022). Both metrics, however, are near their five-year lows recorded earlier this year. On a price/FCF basis, Adobe’s valuation looks improved, offering a 20x forward multiple.Is ADBE a Good Stock to Buy, According to Analysts?Turning to Wall Street, Adobe has a Moderate Buy rating based on 12 Buys and fourteen Holds assigned over the past three months.The average ADBE stock price forecast of $366.59 represents 7% upside potential, with a high price forecast of $475 and a low forecast of $310.ConclusionAfter all things are considered, Adobe is a proven growing technology company that displays strong financial metrics. Still, ADBE trades at relatively high multiples. For many investors, this premium price might still appear attractive, given the company’s market position and track record.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921123381,"gmtCreate":1671001962243,"gmtModify":1676538474217,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"We are in a precarious situation&nbsp;","listText":"We are in a precarious situation&nbsp;","text":"We are in a precarious situation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921123381","repostId":"2291749530","repostType":4,"repost":{"id":"2291749530","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670972284,"share":"https://ttm.financial/m/news/2291749530?lang=&edition=fundamental","pubTime":"2022-12-14 06:58","market":"us","language":"en","title":"Wall St Rises After CPI Data but Fed Concerns Persist","url":"https://stock-news.laohu8.com/highlight/detail?id=2291749530","media":"Reuters","summary":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Mode","content":"<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Rises After CPI Data but Fed Concerns Persist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Rises After CPI Data but Fed Concerns Persist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-14 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0122379950.USD":"贝莱德世界健康科学A2","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","MRNA":"Moderna, Inc.","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4127":"投资银行业与经纪业","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4516":"特朗普概念","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","COMP":"Compass, Inc.","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","BK4139":"生物科技","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD",".DJI":"道琼斯","BK4007":"制药","BK4196":"保健护理服务",".IXIC":"NASDAQ Composite","BK4082":"医疗保健设备",".SPX":"S&P 500 Index","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291749530","content_text":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Moderna surges on upbeat trial data* Dow up 0.3%, S&P 500 up 0.73%, Nasdaq up 1.01%NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.The benchmark S&P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&P 500 growth index, up 1.18%, and the S&P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.Morgan Stanley's chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank's February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.Still, equities pared gains ahead of the Fed's policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.\"There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,\" said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.\"That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.\"The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.Energy, up 1.77%, was among the best performing S&P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.The consumer inflation numbers follow November's producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.Still, some questioned whether the trend in prices could continue.\"Today's CPI print is incrementally good, but it needs to be sustained,\" said Venu Krishna, head of U.S. equity strategy at Barclays in New York.\"There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.\"Moderna Inc surged 19.63% after the biotechnology firm's experimental vaccine in combination with Merck & Co Inc's blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform's stock to \"overweight\" from \"neutral.\"Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929241058,"gmtCreate":1670686703274,"gmtModify":1676538417288,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ACER\">$Acer Therapeutics(ACER)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/ACER\">$Acer Therapeutics(ACER)$ &nbsp;</a>","text":"$Acer Therapeutics(ACER)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929241058","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921123833,"gmtCreate":1671002019322,"gmtModify":1676538474220,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"It's valuation is still too high","listText":"It's valuation is still too high","text":"It's valuation is still too high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921123833","repostId":"1113917065","repostType":4,"repost":{"id":"1113917065","kind":"news","pubTimestamp":1670970624,"share":"https://ttm.financial/m/news/1113917065?lang=&edition=fundamental","pubTime":"2022-12-14 06:30","market":"us","language":"en","title":"Tesla Stock Fell Again. Here’s Where It Could Be Headed Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1113917065","media":"Barron's","summary":"Tesla stock is down again, and investors once more are pointing fingers at Twitter. Fixing Twitter m","content":"<html><head></head><body><p>Tesla stock is down again, and investors once more are pointing fingers at Twitter. Fixing Twitter might not be enough to fix shares of the electric-vehicle giant, though. Technical stock market analysts see other factors at play.</p><p>Tesla stock (ticker: TSLA) opened higher Tuesday, along with the rest of the market following slower-than-expected U.S. inflation data for November. The stock traded at $175.05 early in the day, up more than 4%.</p><p>Investors didn’t have much time to celebrate as gains didn’t hold, and Tesla stock hit a new 52-week low on Tuesday at $158.03. They ended the data at $160.95, down 4.1%. while The S&amp;P 500 rose 0.7%, and theDow Jones Industrial Average advanced 0.3%.</p><p>Tesla stock is now down about 11% for the week, and down almost 30% since CEO Elon Musk completed his acquisition of Twitter, underperforming theNasdaq Composite Index by roughly 33% over that span.</p><p>Investors hope that Musk stops tweeting so much and that things calm down at his social media platform. That’s the catalyst Tesla bulls want.</p><p>Musk “will come to his senses that attacking his woke left customer base is hurting the {Tesla] brand and he will tone down his political views,” wroteFuture Fund Active ETF (FFND) co-founder, and Tesla shareholder, Gary Black on Twitter Tuesday. He also expects Musk to name a new Twitter CEO soon.</p><p>Those actions might not give the EV giant’s shares the boost he hopes for. Tesla’s stock chart continues to look weak. Technical traders and analysts look at chart patterns, moving averages, and resistance levels as a shortcut to understanding how investors feel about a stock fundamentally, and where a stock might be headed in the short run.</p><p>Since early November, Tesla’s stock chart looks like it’s finishing up a head-and-shoulders pattern which, looks like a person shrugging. A stock hits a high and drops, forming the first shoulder. A new high is reached, followed by another decline, to create the head. A final rise takes the stock back up to the height of the first shoulder, only for another decline to bring the price below the “neckline” of the head.</p><p>Breaking $180 about a month ago was a signal to technical traders that more pain was coming for Tesla stock investors. The shares had some support around $166, but they’re now below that level. “The support zone between $120 and $155 from late 2020 [levels] looks next,” says CappThesis founder and technical stock market analyst Frank Cappelleri.</p><p>Katie Stockton, who founded of the technical-analysis shop Fairlead Strategies, believes that if Tesla stock closes below $166 for a couple of weeks, then $107 is in play.</p><p>John Roque of 22V Research has been the most bearish of those three, maintaining that the bottom for Tesla stock is closer to $100. “The trend overwhelms his tweeting, either way,” says Roque.</p><p>None of the three have fundamentally based target prices for Tesla stock. They are only trying to tell investors who look at earnings and cash flow what the chart says about investor sentiment. It isn’t what bullish investors want to hear.</p><p>If Tesla stock closes at current levels, its market capitalization will be less than $500 billion for the first time since Nov. 23, 2020, according to Dow Jones Market Data.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Fell Again. Here’s Where It Could Be Headed Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Fell Again. Here’s Where It Could Be Headed Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-twitter-technical-analysis-51670956311?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock is down again, and investors once more are pointing fingers at Twitter. Fixing Twitter might not be enough to fix shares of the electric-vehicle giant, though. Technical stock market ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-twitter-technical-analysis-51670956311?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-twitter-technical-analysis-51670956311?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113917065","content_text":"Tesla stock is down again, and investors once more are pointing fingers at Twitter. Fixing Twitter might not be enough to fix shares of the electric-vehicle giant, though. Technical stock market analysts see other factors at play.Tesla stock (ticker: TSLA) opened higher Tuesday, along with the rest of the market following slower-than-expected U.S. inflation data for November. The stock traded at $175.05 early in the day, up more than 4%.Investors didn’t have much time to celebrate as gains didn’t hold, and Tesla stock hit a new 52-week low on Tuesday at $158.03. They ended the data at $160.95, down 4.1%. while The S&P 500 rose 0.7%, and theDow Jones Industrial Average advanced 0.3%.Tesla stock is now down about 11% for the week, and down almost 30% since CEO Elon Musk completed his acquisition of Twitter, underperforming theNasdaq Composite Index by roughly 33% over that span.Investors hope that Musk stops tweeting so much and that things calm down at his social media platform. That’s the catalyst Tesla bulls want.Musk “will come to his senses that attacking his woke left customer base is hurting the {Tesla] brand and he will tone down his political views,” wroteFuture Fund Active ETF (FFND) co-founder, and Tesla shareholder, Gary Black on Twitter Tuesday. He also expects Musk to name a new Twitter CEO soon.Those actions might not give the EV giant’s shares the boost he hopes for. Tesla’s stock chart continues to look weak. Technical traders and analysts look at chart patterns, moving averages, and resistance levels as a shortcut to understanding how investors feel about a stock fundamentally, and where a stock might be headed in the short run.Since early November, Tesla’s stock chart looks like it’s finishing up a head-and-shoulders pattern which, looks like a person shrugging. A stock hits a high and drops, forming the first shoulder. A new high is reached, followed by another decline, to create the head. A final rise takes the stock back up to the height of the first shoulder, only for another decline to bring the price below the “neckline” of the head.Breaking $180 about a month ago was a signal to technical traders that more pain was coming for Tesla stock investors. The shares had some support around $166, but they’re now below that level. “The support zone between $120 and $155 from late 2020 [levels] looks next,” says CappThesis founder and technical stock market analyst Frank Cappelleri.Katie Stockton, who founded of the technical-analysis shop Fairlead Strategies, believes that if Tesla stock closes below $166 for a couple of weeks, then $107 is in play.John Roque of 22V Research has been the most bearish of those three, maintaining that the bottom for Tesla stock is closer to $100. “The trend overwhelms his tweeting, either way,” says Roque.None of the three have fundamentally based target prices for Tesla stock. They are only trying to tell investors who look at earnings and cash flow what the chart says about investor sentiment. It isn’t what bullish investors want to hear.If Tesla stock closes at current levels, its market capitalization will be less than $500 billion for the first time since Nov. 23, 2020, according to Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914170909,"gmtCreate":1665211262601,"gmtModify":1676537574235,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$</a> Beyond Meat now in Morrisons Supermarkets UK.I see the potential of this stock.","listText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$</a> Beyond Meat now in Morrisons Supermarkets UK.I see the potential of this stock.","text":"$Beyond Meat, Inc.(BYND)$ Beyond Meat now in Morrisons Supermarkets UK.I see the potential of this stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914170909","isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926975550,"gmtCreate":1671459593071,"gmtModify":1676538539613,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Battle of giants&nbsp;","listText":"Battle of giants&nbsp;","text":"Battle of giants","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926975550","repostId":"2292847451","repostType":2,"repost":{"id":"2292847451","kind":"highlight","pubTimestamp":1671456426,"share":"https://ttm.financial/m/news/2292847451?lang=&edition=fundamental","pubTime":"2022-12-19 21:27","market":"us","language":"en","title":"Intel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It","url":"https://stock-news.laohu8.com/highlight/detail?id=2292847451","media":"seekingalpha","summary":"SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy a","content":"<html><head></head><body><h2>Summary</h2><ul><li>INTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?</li><li>TSMC highlighted its plans to increase its CapEx investments in Arizona markedly. But can Intel win critical orders from TSMC&#39;s leading customers?</li><li>Intel could lose more market share in the data center segment in 2023, with more intense competition coming from Arm as well.</li><li>Investors need to ask whether the market has priced in such significant challenges. If yes, this pullback is another opportunity to add if you missed its October lows.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524227e2de3f998b2c6616fdd17e1cac\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>JasonDoiy</span></p><h2>Intel: The Market Is Still Unsure</h2><p>After forming its November highs, Intel Corporation (NASDAQ:INTC) stock has pulled back significantly ahead of its Semiconductor ETF (SOXX) peers. However, even before Intel CFO David Zinsner highlighted in an early December conference that the company&#39;s &#34;visibility isn&#39;t pristine&#34; going into Q1&#39;23, we believe investors still on board should be keenly aware of its multi-year investment roadmap.</p><p>Hence, we don&#39;t think investors expect CEO Pat Gelsinger and his team to be posting solid H1&#39;23 results as macroeconomic concerns continue to beset its downstream customers. Also, despite its data center leadership, Intel is projected to lose more share against AMD (AMD) and Arm-based competitors moving forward.</p><p>Accordingly, DIGITIMES estimates suggest that cloud computing would likely continue to drive server demand in 2023, despite the downturn in consumer electronics.</p><p>It also expects Intel and AMD to benefit from replacement demand in 2023/24 as they push out their next-gen platforms. However, it also cautioned that Arm-based processors could continue to gain share against x86 moving ahead, with AMD continuing to take share within the x86 space. DIGITIMES accentuated:</p><blockquote>The US-based top-four cloud data center operators and Chinese first-tier data center operators have all adopted servers powered by AMD&#39;s EPYC CPUs in 2022. Since their procurement of AMD-based servers is expected to continue rising, the share of AMD-powered servers is estimated to grow to over 17% in 2023, while that of Intel-powered ones will slump to below 75%, down from around 77% in 2022. Servers equipped with Arm-based processors will see their share rise to slightly below 7% in 2022 and uplift to nearly 8% in 2023 with the keen development of Amazon, Nvidia, and Ampere. - <i>DIGITIMES</i></blockquote><h2>Can Intel Foundry Services Really Convince TSMC&#39;s Leading Customers?</h2><p>Hence, market strategists/investors/analysts are justifiably concerned whether Intel&#39;s bid to return to process leadership in the medium term could work out.</p><p>Furthermore, Intel&#39;s near-term growth drivers continue to face significant challenges, with inventory digestion in the consumer markets continuing to persist through H1&#39;23. Even though Intel maintains that it&#39;s on track to retake foundry leadership. However, the vital question is whether the market is convinced Intel is on track. Tom&#39;s Hardware highlighted:</p><blockquote>At the IEDM conference, Intel shared its process technology roadmap and its vision for chip designs that will be available in the next three to four years. As expected, Intel&#39;s next-generation fabrication processes - Intel 4 and Intel 3 - are on track to be used for high-volume manufacturing (HVM) in 2023 and 2024, respectively. Furthermore, the company&#39;s 20A and 18A production nodes will be ready for HVM in 2024, which means that 18A will be made available ahead of schedule, a slide published by IEEE Spectrum suggests. - <i>Tom&#39;s Hardware</i></blockquote><p>Hence, it&#39;s clear the company has staked the recovery of its market leadership through the success of Intel Foundry Services (IFS), as it competes with TSMC (TSM) and Samsung (OTCPK:SSNLF).</p><p>However, the recent resignation of IFS leader Randhir Thakur (slated to remain in Intel through Q1&#39;23) likely didn&#39;t inspire confidence as TSMC amped up its CapEx investments in Arizona. While TSMC&#39;s Arizona fabs are not intended to be the most advanced process technology when completed, the company remains well-placed to compete for manufacturing capacity with Intel.</p><p>Notably, with AMD, Nvidia (NVDA), and Apple (AAPL) signing up as TSMC&#39;s first customers in Arizona, Intel would likely to face serious competition as it looks to convince customers that it&#39;s ready to take on TSMC in the US.</p><p>And to make things even more challenging for Intel, Samsung also plans to overtake TSMC in 2024, as DIGITIMES reported that the Korean semi leader &#34;is preparing a &#39;master plan&#39; for its foundry business to turn the tables against TSMC in 2024, utilizing its 3nm process to take back orders from major US clients like Qualcomm and Nvidia.&#34;</p><p>Notably, the &#39;master plan&#39; encompasses activating its Taylor plant in the US, leveraging the technological reshoring priorities of its fabless customers and &#34;recreate the &#39;dual-track&#39; strategy from 8 years ago and lure main clients back to Samsung.&#34;</p><p>Therefore, we believe investors want to see more commitments from Intel&#39;s &#34;potential&#34; customers beyond MediaTek (OTCPK:MDTKF). But, these potential customers need to have high confidence that the company is on top of its IFS recovery and can deliver the performance and yields that TSMC is leading. As seen in Qualcomm&#39;s (QCOM) stumbles with Samsung, credibility once lost, is difficult to recover, as DIGITIMES reported:</p><blockquote>After suffering poor production yields for its 5nm chips, Samsung has continued to lose orders for 4nm chips due to the same problem. Nvidia, for instance, has returned to TSMC for fabricating its latest RTX 40 series GPUs, and Qualcomm has also decided to contract TSMC to manufacture its newest flagship mobile AP, Snapdragon 8 Gen 2. - <i>DIGITIMES</i></blockquote><h2>INTC: Valuations Are Likely Not Aggressive</h2><p>But, has the market priced in these significant headwinds into INTC at the current levels?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fa53655089bfb39c5db0a87da9c3549\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Intel Forward EBITDA multiples valuation trend (S&amp;P Cap IQ)</span></p><p>With an NTM EBITDA multiple of 6.9x, it&#39;s in line with its 10Y average of 6.8x. However, investors need to note that the Street has already slashed its forward earnings projections, leading to the surge in its valuation multiples.</p><p>Hence, unless the company expects to lower its forward earnings estimates further, we believe significant pessimism has been reflected.</p><h2>Takeaway</h2><p>Therefore, the market should be focusing on Intel&#39;s execution through the cycle, with IFS&#39; ability to win more customers likely critical to a material re-rating.</p><p>Otherwise, investors should be ready for a long slog as INTC continues its consolidation.</p><p>With INTC down nearly 15% from its November highs, we assess it looks attractive again, even though investors should expect near-term volatility.</p><p><i>Maintain Buy.</i></p><p><i>This article is written by JR Research for reference only. Please note the risks.</i></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>Intel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It</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\">\nIntel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 21:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?TSMC highlighted its plans to increase its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4575":"芯片概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4515":"5G概念","BK4527":"明星科技股","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","INTC":"英特尔","BK4535":"淡马锡持仓","BK4529":"IDC概念","BK4579":"人工智能"},"source_url":"https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2292847451","content_text":"SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?TSMC highlighted its plans to increase its CapEx investments in Arizona markedly. But can Intel win critical orders from TSMC's leading customers?Intel could lose more market share in the data center segment in 2023, with more intense competition coming from Arm as well.Investors need to ask whether the market has priced in such significant challenges. If yes, this pullback is another opportunity to add if you missed its October lows.JasonDoiyIntel: The Market Is Still UnsureAfter forming its November highs, Intel Corporation (NASDAQ:INTC) stock has pulled back significantly ahead of its Semiconductor ETF (SOXX) peers. However, even before Intel CFO David Zinsner highlighted in an early December conference that the company's \"visibility isn't pristine\" going into Q1'23, we believe investors still on board should be keenly aware of its multi-year investment roadmap.Hence, we don't think investors expect CEO Pat Gelsinger and his team to be posting solid H1'23 results as macroeconomic concerns continue to beset its downstream customers. Also, despite its data center leadership, Intel is projected to lose more share against AMD (AMD) and Arm-based competitors moving forward.Accordingly, DIGITIMES estimates suggest that cloud computing would likely continue to drive server demand in 2023, despite the downturn in consumer electronics.It also expects Intel and AMD to benefit from replacement demand in 2023/24 as they push out their next-gen platforms. However, it also cautioned that Arm-based processors could continue to gain share against x86 moving ahead, with AMD continuing to take share within the x86 space. DIGITIMES accentuated:The US-based top-four cloud data center operators and Chinese first-tier data center operators have all adopted servers powered by AMD's EPYC CPUs in 2022. Since their procurement of AMD-based servers is expected to continue rising, the share of AMD-powered servers is estimated to grow to over 17% in 2023, while that of Intel-powered ones will slump to below 75%, down from around 77% in 2022. Servers equipped with Arm-based processors will see their share rise to slightly below 7% in 2022 and uplift to nearly 8% in 2023 with the keen development of Amazon, Nvidia, and Ampere. - DIGITIMESCan Intel Foundry Services Really Convince TSMC's Leading Customers?Hence, market strategists/investors/analysts are justifiably concerned whether Intel's bid to return to process leadership in the medium term could work out.Furthermore, Intel's near-term growth drivers continue to face significant challenges, with inventory digestion in the consumer markets continuing to persist through H1'23. Even though Intel maintains that it's on track to retake foundry leadership. However, the vital question is whether the market is convinced Intel is on track. Tom's Hardware highlighted:At the IEDM conference, Intel shared its process technology roadmap and its vision for chip designs that will be available in the next three to four years. As expected, Intel's next-generation fabrication processes - Intel 4 and Intel 3 - are on track to be used for high-volume manufacturing (HVM) in 2023 and 2024, respectively. Furthermore, the company's 20A and 18A production nodes will be ready for HVM in 2024, which means that 18A will be made available ahead of schedule, a slide published by IEEE Spectrum suggests. - Tom's HardwareHence, it's clear the company has staked the recovery of its market leadership through the success of Intel Foundry Services (IFS), as it competes with TSMC (TSM) and Samsung (OTCPK:SSNLF).However, the recent resignation of IFS leader Randhir Thakur (slated to remain in Intel through Q1'23) likely didn't inspire confidence as TSMC amped up its CapEx investments in Arizona. While TSMC's Arizona fabs are not intended to be the most advanced process technology when completed, the company remains well-placed to compete for manufacturing capacity with Intel.Notably, with AMD, Nvidia (NVDA), and Apple (AAPL) signing up as TSMC's first customers in Arizona, Intel would likely to face serious competition as it looks to convince customers that it's ready to take on TSMC in the US.And to make things even more challenging for Intel, Samsung also plans to overtake TSMC in 2024, as DIGITIMES reported that the Korean semi leader \"is preparing a 'master plan' for its foundry business to turn the tables against TSMC in 2024, utilizing its 3nm process to take back orders from major US clients like Qualcomm and Nvidia.\"Notably, the 'master plan' encompasses activating its Taylor plant in the US, leveraging the technological reshoring priorities of its fabless customers and \"recreate the 'dual-track' strategy from 8 years ago and lure main clients back to Samsung.\"Therefore, we believe investors want to see more commitments from Intel's \"potential\" customers beyond MediaTek (OTCPK:MDTKF). But, these potential customers need to have high confidence that the company is on top of its IFS recovery and can deliver the performance and yields that TSMC is leading. As seen in Qualcomm's (QCOM) stumbles with Samsung, credibility once lost, is difficult to recover, as DIGITIMES reported:After suffering poor production yields for its 5nm chips, Samsung has continued to lose orders for 4nm chips due to the same problem. Nvidia, for instance, has returned to TSMC for fabricating its latest RTX 40 series GPUs, and Qualcomm has also decided to contract TSMC to manufacture its newest flagship mobile AP, Snapdragon 8 Gen 2. - DIGITIMESINTC: Valuations Are Likely Not AggressiveBut, has the market priced in these significant headwinds into INTC at the current levels?Intel Forward EBITDA multiples valuation trend (S&P Cap IQ)With an NTM EBITDA multiple of 6.9x, it's in line with its 10Y average of 6.8x. However, investors need to note that the Street has already slashed its forward earnings projections, leading to the surge in its valuation multiples.Hence, unless the company expects to lower its forward earnings estimates further, we believe significant pessimism has been reflected.TakeawayTherefore, the market should be focusing on Intel's execution through the cycle, with IFS' ability to win more customers likely critical to a material re-rating.Otherwise, investors should be ready for a long slog as INTC continues its consolidation.With INTC down nearly 15% from its November highs, we assess it looks attractive again, even though investors should expect near-term volatility.Maintain Buy.This article is written by JR Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920974781,"gmtCreate":1670426651144,"gmtModify":1676538365762,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920974781","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380840455471168,"gmtCreate":1733989283945,"gmtModify":1733989284755,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380840455471168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380840022085704,"gmtCreate":1733989270216,"gmtModify":1733989272635,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380840022085704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278582729515272,"gmtCreate":1709041166613,"gmtModify":1709041170666,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"Most likely wi go beyond $60000","listText":"Most likely wi go beyond $60000","text":"Most likely wi go beyond $60000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278582729515272","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277032961863944,"gmtCreate":1708661013922,"gmtModify":1708661016759,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/MNQ2403\">$Micro E-mini Nasdaq 100 - Mar 2024(MNQ2403)$ </a> Is the rally that started last&nbsp; month ending?","listText":"<a href=\"https://ttm.financial/FUT/MNQ2403\">$Micro E-mini Nasdaq 100 - Mar 2024(MNQ2403)$ </a> Is the rally that started last&nbsp; month ending?","text":"$Micro E-mini Nasdaq 100 - Mar 2024(MNQ2403)$ Is the rally that started last month ending?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277032961863944","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945286368,"gmtCreate":1681486247455,"gmtModify":1681489616936,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"title":"Nasdaq not playing ball","htmlText":"NASDAQ sloppy today. Difficult to see a clear trade setup. Just watching price action&nbsp;","listText":"NASDAQ sloppy today. Difficult to see a clear trade setup. Just watching price action&nbsp;","text":"NASDAQ sloppy today. Difficult to see a clear trade setup. Just watching price action","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945286368","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928790814,"gmtCreate":1671402186639,"gmtModify":1676538529114,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$DJIA(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928790814","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921775865,"gmtCreate":1671146285758,"gmtModify":1676538497551,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122043789636432","authorIdStr":"4122043789636432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MYL.AU\">$Mallee Resources Ltd(MYL.AU)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/MYL.AU\">$Mallee Resources Ltd(MYL.AU)$ &nbsp;</a>","text":"$Mallee Resources Ltd(MYL.AU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921775865","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}