Conrad Genio personal page - To The Moon

Conrad Genio

Conrad Genio

Profile：Overall nice guy

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2023-07-24

Its going to be on sale again RIP my wallet, i need more funds!

Sorry, the original content has been removed

2023-04-29

Yes

Microsoft Stock Surged After Earnings: Is It Too Late to Buy?

2023-02-28

To the moon!

Back on Top: Musk Becomes World’s Richest Person Again

2023-02-10

Yes.

Alphabet Stock Keeps Sliding: Is It Game Over for Google?

2023-06-14

Its taking off then flying to the moon! 🚀🌔

Tesla Stock Looks to Put Win-Streak Record Out of Reach As It Rises Toward 14th-Straight Gain

2022-10-29

To the moon [Grin]

2 Growth Stocks That Could Soar 167% and 202% From Their 52-Week Lows, According to Wall Street

2023-07-09

Lets gooo!

Analyst: Tesla Stock Could Hit $300

2023-03-15

We all going to the moon guys! $Tesla Motors(TSLA)$ [Miser]

Why Tesla Stock Jumped 5% on Tuesday

2023-03-03

Please go down more so i can stock up! [Miser]

Tesla: It's Just The Beginning

2023-02-06

TO THE MOON!

Is It Time to Buy Tesla Stock?

2022-09-28

My Stocks [Sad]

Apple Ditches iPhone Production Increase After Demand Falters

02-12

Whats the TLDR? Lol

Stocks Are at Records, but Are They Expensive? These Models Have an Answer

2023-09-25

Need to load up! Pleae go down more! [Grin]

Tesla Stock Drops Again. Here’s How Far It Could Fall

2023-03-01

STRONG BUY!

NIO Q4 Earnings Preview: All Eyes on 2023 Projections After Recent Delivery Numbers

2023-01-26

There is no rival TSLA all the way baby!

Elon Musk Expects Tesla’s Main Rival Will Be a Chinese EV Maker

2023-01-20

To the moon!

Some EV Stocks Rallied in Premarket Trading

2023-07-21

The rate hike should only be .25% basis point else chaos! (just kidding) there are still other stocks that will be less impacted by this im sure.

Fed Meeting Preview: Interest Rates Expected To Surge To 22-Year Highs, But Communication On Future Steps Is Key

2023-07-18

I would say META, its a no brainer for me. but the only company that might hinder them is Apple with all their restrictions like "ask not to track" there could be more of these and that "might" really affect META's growth.

Meta Platforms Vs. Alphabet: Which Big Tech Stock Is a Better Buy?

Go to Tiger App to see more news

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Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"This is good news but, China may soon ditch AMD and Intel and produce their own chips.&nbsp;","listText":"This is good news but, China may soon ditch AMD and Intel and produce their own chips.&nbsp;","text":"This is good news but, China may soon ditch AMD and Intel and produce their own chips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288716345045320","repostId":"2422696636","repostType":4,"repost":{"id":"2422696636","pubTimestamp":1711517823,"share":"https://www.laohu8.com/m/news/2422696636?lang=&edition=full","pubTime":"2024-03-27 13:37","market":"us","language":"en","title":"4 Reasons to Buy AMD Stock Like There's No Tomorrow","url":"https://stock-news.laohu8.com/highlight/detail?id=2422696636","media":"Motley Fool","summary":"This company has massive potential in AI and is profiting from a recovering PC market.","content":"<html><head></head><body><ul style=\"\"><li><p>AMD has released a new line of GPUs that could rival Nvidia&#39;s.</p></li><li><p>The company aims to dominate its own area of AI by moving into AI personal computers.</p></li><li><p>Earnings per share estimates indicate AMD&#39;s stock could have bigger gains than Nvidia&#39;s over the next two years.</p></li></ul><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> became a favorite on Wall Street last year when a boom in artificial intelligence (AI) highlighted the massive potential of its business. Its stock climbed 87% since last March and has shown no signs of slowing, rising 22% since the start of 2024.</p><p>The launch of OpenAI&#39;s ChatGPT reinvigorated interest in AI and caused countless tech companies to restructure their businesses to prioritize the developing market. Increased demand for AI services also boosted graphics processing unit (GPU) sales because the chips are crucial for training AI models.</p><p>AMD was slightly late to the AI party last year while its rival, Nvidia, got a head start in AI chips. However, AMD is investing heavily in the industry and could see big gains from its efforts in the coming years.</p><p>So, here are four reasons to buy AMD stock like there&#39;s no tomorrow.</p><h2 id=\"id_244709177\">1. AMD has massive potential in AI</h2><p>Data from Grand View Research shows the AI market hit close to $200 billion last year and is projected to expand at a compound annual growth rate of 37% through 2030. The trajectory will see the industry reach nearly $2 trillion by the end of the decade.</p><p>With Nvidia&#39;s meteoric rise last year it achieved an estimated 90% market share in AI GPUs, putting companies like AMD on the back foot. However, AMD is gearing up to challenge the chipmaker this year.</p><p>Last December, AMD unveiled its new MI300X AI GPU. The chip was designed to compete directly with Nvidia&#39;s offerings and has already caught the attention of some of tech&#39;s most prominent players, with Microsoft and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> signing on as clients.</p><h2 id=\"id_1260504189\">2. Seeking to dominate its own area of AI</h2><p>AMD&#39;s earnings have yet to reflect its heavy investment in AI. However, the company&#39;s recent quarterly earnings suggest it&#39;s moving in the right direction. In its fourth quarter of 2023, AMD&#39;s revenue rose 10% year over year to $6 billion, beating analysts&#39; expectations by about $60 million. The company&#39;s AI-focused data center segment posted 38% revenue growth.</p><p>In addition to AI chips, AMD is diversifying its position in the market by expanding into AI-powered personal computers. According to research firm IDC, PC shipments are projected to receive a major boost this year, with AI integration serving as a key catalyst.</p><p>And a Canalys report predicts that 60% of all PCs shipped in 2027 will be AI-enabled.</p><p>If AMD can corner the market on AI PCs, it could see a significant revenue boost as the industry develops and demand rises.</p><h2 id=\"id_3328966406\">3. Improvements in the PC market</h2><p>In addition to AI growth, AMD is profiting from an improving PC market. Spikes in inflation prompted steep declines in PC sales, with shipments dipping 16% in 2022 and continuing to fall for most of 2023. However, recent reports indicate the market is finally showing signs of recovery.</p><p>Data from <strong>Gartner </strong>shows PC shipments popped 0.3% in the fourth quarter of 2023, marking the first increase in more than a year. Market improvements are reflected in AMD&#39;s sales, with its PC-centered client segment reporting a 62% rise in revenue in Q4 2023.</p><p>AMD is on a promising growth trajectory, benefitting from the development of AI and the PC market.</p><h2 id=\"id_264259333\">4. Potentially more room left to run than Nvidia</h2><p>Thanks to its stellar growth in 2023, Nvidia became the first chipmaker to reach a market cap above $1 trillion. While the significant potential of AI indicates Nvidia still has plenty of room left for growth, AMD could offer new investors bigger gains over the long term.</p><p>Earnings per share estimates seem to support this.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/187ca619ad4909d16182a37abcf87961\" tg-width=\"720\" tg-height=\"575\"/></p><p>Data by YCharts</p><p>This chart shows AMD&#39;s earnings could hit $7 per share over the next two fiscal years, while Nvidia&#39;s may reach nearly $36 per share. On the surface, Nvidia looks like the clear winner. However, multiplying these figures by the companies&#39; forward price-to-earnings ratios (AMD&#39;s 49 and Nvidia&#39;s 38) yields stock prices of $345 for AMD and $1,353 for Nvidia.</p><p>According to these projections, AMD&#39;s stock could rise by 92% by fiscal 2026 and Nvidia&#39;s could increase by 43%. Nvidia&#39;s growth is promising. However, AMD&#39;s is too good to pass up. AMD might be at an earlier stage of its AI journey, but that could mean it has more room for growth.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Reasons to Buy AMD Stock Like There's No Tomorrow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Reasons to Buy AMD Stock Like There's No Tomorrow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-27 13:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/26/4-reasons-to-buy-amd-stock-like-theres-no-tomorrow/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD has released a new line of GPUs that could rival Nvidia's.The company aims to dominate its own area of AI by moving into AI personal computers.Earnings per share estimates indicate AMD's stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/26/4-reasons-to-buy-amd-stock-like-theres-no-tomorrow/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","AMD":"美国超微公司","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4141":"半导体产品","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","LU0109392836.USD":"富兰克林科技股A","BK4573":"虚拟现实","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4529":"IDC概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD"},"source_url":"https://www.fool.com/investing/2024/03/26/4-reasons-to-buy-amd-stock-like-theres-no-tomorrow/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422696636","content_text":"AMD has released a new line of GPUs that could rival Nvidia's.The company aims to dominate its own area of AI by moving into AI personal computers.Earnings per share estimates indicate AMD's stock could have bigger gains than Nvidia's over the next two years.Advanced Micro Devices became a favorite on Wall Street last year when a boom in artificial intelligence (AI) highlighted the massive potential of its business. Its stock climbed 87% since last March and has shown no signs of slowing, rising 22% since the start of 2024.The launch of OpenAI's ChatGPT reinvigorated interest in AI and caused countless tech companies to restructure their businesses to prioritize the developing market. Increased demand for AI services also boosted graphics processing unit (GPU) sales because the chips are crucial for training AI models.AMD was slightly late to the AI party last year while its rival, Nvidia, got a head start in AI chips. However, AMD is investing heavily in the industry and could see big gains from its efforts in the coming years.So, here are four reasons to buy AMD stock like there's no tomorrow.1. AMD has massive potential in AIData from Grand View Research shows the AI market hit close to $200 billion last year and is projected to expand at a compound annual growth rate of 37% through 2030. The trajectory will see the industry reach nearly $2 trillion by the end of the decade.With Nvidia's meteoric rise last year it achieved an estimated 90% market share in AI GPUs, putting companies like AMD on the back foot. However, AMD is gearing up to challenge the chipmaker this year.Last December, AMD unveiled its new MI300X AI GPU. The chip was designed to compete directly with Nvidia's offerings and has already caught the attention of some of tech's most prominent players, with Microsoft and Meta Platforms signing on as clients.2. Seeking to dominate its own area of AIAMD's earnings have yet to reflect its heavy investment in AI. However, the company's recent quarterly earnings suggest it's moving in the right direction. In its fourth quarter of 2023, AMD's revenue rose 10% year over year to $6 billion, beating analysts' expectations by about $60 million. The company's AI-focused data center segment posted 38% revenue growth.In addition to AI chips, AMD is diversifying its position in the market by expanding into AI-powered personal computers. According to research firm IDC, PC shipments are projected to receive a major boost this year, with AI integration serving as a key catalyst.And a Canalys report predicts that 60% of all PCs shipped in 2027 will be AI-enabled.If AMD can corner the market on AI PCs, it could see a significant revenue boost as the industry develops and demand rises.3. Improvements in the PC marketIn addition to AI growth, AMD is profiting from an improving PC market. Spikes in inflation prompted steep declines in PC sales, with shipments dipping 16% in 2022 and continuing to fall for most of 2023. However, recent reports indicate the market is finally showing signs of recovery.Data from Gartner shows PC shipments popped 0.3% in the fourth quarter of 2023, marking the first increase in more than a year. Market improvements are reflected in AMD's sales, with its PC-centered client segment reporting a 62% rise in revenue in Q4 2023.AMD is on a promising growth trajectory, benefitting from the development of AI and the PC market.4. Potentially more room left to run than NvidiaThanks to its stellar growth in 2023, Nvidia became the first chipmaker to reach a market cap above $1 trillion. While the significant potential of AI indicates Nvidia still has plenty of room left for growth, AMD could offer new investors bigger gains over the long term.Earnings per share estimates seem to support this.Data by YChartsThis chart shows AMD's earnings could hit $7 per share over the next two fiscal years, while Nvidia's may reach nearly $36 per share. On the surface, Nvidia looks like the clear winner. However, multiplying these figures by the companies' forward price-to-earnings ratios (AMD's 49 and Nvidia's 38) yields stock prices of $345 for AMD and $1,353 for Nvidia.According to these projections, AMD's stock could rise by 92% by fiscal 2026 and Nvidia's could increase by 43%. Nvidia's growth is promising. However, AMD's is too good to pass up. AMD might be at an earlier stage of its AI journey, but that could mean it has more room for growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281404260577328,"gmtCreate":1709706409368,"gmtModify":1709706413438,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Im bullish on this stock. I suggest if you believe that AI is the next frontier, then you should invest in ARM as well! My price target for this (IMHO and notfinancial&nbsp;advise)&nbsp;would be somewhere around 150$-200$ by end of 2024.","listText":"Im bullish on this stock. I suggest if you believe that AI is the next frontier, then you should invest in ARM as well! My price target for this (IMHO and notfinancial&nbsp;advise)&nbsp;would be somewhere around 150$-200$ by end of 2024.","text":"Im bullish on this stock. I suggest if you believe that AI is the next frontier, then you should invest in ARM as well! My price target for this (IMHO and notfinancial advise) would be somewhere around 150$-200$ by end of 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281404260577328","repostId":"2417441894","repostType":4,"repost":{"id":"2417441894","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709705700,"share":"https://www.laohu8.com/m/news/2417441894?lang=&edition=full","pubTime":"2024-03-06 14:15","market":"us","language":"en","title":"Arm's Chip Future Is \"Gaining Momentum,\" but Volatility Looms, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2417441894","media":"Dow Jones","summary":"The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm st","content":"<html><head></head><body><p style=\"text-align: start;\">The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57063ce9749c626c79bc69c715133b69\" alt=\"TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.\" title=\"TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.\" tg-width=\"946\" tg-height=\"630\"/><span>TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.</span></p><p style=\"text-align: start;\">On Monday, analyst Matthew Ramsay reiterated his Outperform rating on Arm stock, and reaffirmed his $95 price target.</p><p style=\"text-align: start;\">“We believe Arm represents a critical IP provider and scale enabler,” he wrote in a note titled “Fundamental Arm Thesis Gaining Momentum.”</p><p>He added: “While share-price volatility and valuation remains the elephants in the room, our conversations [with the company] give us further confidence in the momentum of both fundamentals and financials over the medium term.”</p><p>Arm shares dropped 2.9% to $134.07 on Tuesday. The analyst didn’t immediately respond to a request for comment about his price target being below the current market price.</p><p>The analyst said Arm technology is the essential component for more than $200 billion of industry chip revenue a year. He noted its importance for both Android and Apple iPhone smartphone platforms.</p><p>In the note, Ramsay says he expects stock volatility when the IPO lockup on selling for certain insiders ends, starting on March 12. SoftBank owns about 90% of Arm.</p><p style=\"text-align: start;\">“We have not yet seen steps taken from SoftBank to be a material seller,” the analyst wrote.</p><p style=\"text-align: start;\">Last month, Arm stock surged after the chip designer beat expectations for the December quarter, and offered a robust outlook for the March quarter.</p><p style=\"text-align: start;\">In the earnings report investor letter, Arm management said the company is gaining market share in the cloud-server market and auto segments. It specifically cited the coming Nvidia GH200 AI Superchip datacenter systems, which incorporate Arm technology. Further, more customers are moving to advanced chip designs based on Armv9 technology, which generate double the royalty rates of Armv8 products.</p><p style=\"text-align: start;\">Arm went public in September after pricing its initial public offering at $51 a share. The company makes money from licensing its chip architecture and other chip designs to semiconductor companies and hardware makers.</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>Arm's Chip Future Is \"Gaining Momentum,\" but Volatility Looms, Says Analyst</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\">\nArm's Chip Future Is \"Gaining Momentum,\" but Volatility Looms, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-06 14:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57063ce9749c626c79bc69c715133b69\" alt=\"TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.\" title=\"TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.\" tg-width=\"946\" tg-height=\"630\"/><span>TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.</span></p><p style=\"text-align: start;\">On Monday, analyst Matthew Ramsay reiterated his Outperform rating on Arm stock, and reaffirmed his $95 price target.</p><p style=\"text-align: start;\">“We believe Arm represents a critical IP provider and scale enabler,” he wrote in a note titled “Fundamental Arm Thesis Gaining Momentum.”</p><p>He added: “While share-price volatility and valuation remains the elephants in the room, our conversations [with the company] give us further confidence in the momentum of both fundamentals and financials over the medium term.”</p><p>Arm shares dropped 2.9% to $134.07 on Tuesday. The analyst didn’t immediately respond to a request for comment about his price target being below the current market price.</p><p>The analyst said Arm technology is the essential component for more than $200 billion of industry chip revenue a year. He noted its importance for both Android and Apple iPhone smartphone platforms.</p><p>In the note, Ramsay says he expects stock volatility when the IPO lockup on selling for certain insiders ends, starting on March 12. SoftBank owns about 90% of Arm.</p><p style=\"text-align: start;\">“We have not yet seen steps taken from SoftBank to be a material seller,” the analyst wrote.</p><p style=\"text-align: start;\">Last month, Arm stock surged after the chip designer beat expectations for the December quarter, and offered a robust outlook for the March quarter.</p><p style=\"text-align: start;\">In the earnings report investor letter, Arm management said the company is gaining market share in the cloud-server market and auto segments. It specifically cited the coming Nvidia GH200 AI Superchip datacenter systems, which incorporate Arm technology. Further, more customers are moving to advanced chip designs based on Armv9 technology, which generate double the royalty rates of Armv8 products.</p><p style=\"text-align: start;\">Arm went public in September after pricing its initial public offering at $51 a share. The company makes money from licensing its chip architecture and other chip designs to semiconductor companies and hardware makers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","ARM":"ARM Holdings Ltd"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417441894","content_text":"The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.On Monday, analyst Matthew Ramsay reiterated his Outperform rating on Arm stock, and reaffirmed his $95 price target.“We believe Arm represents a critical IP provider and scale enabler,” he wrote in a note titled “Fundamental Arm Thesis Gaining Momentum.”He added: “While share-price volatility and valuation remains the elephants in the room, our conversations [with the company] give us further confidence in the momentum of both fundamentals and financials over the medium term.”Arm shares dropped 2.9% to $134.07 on Tuesday. The analyst didn’t immediately respond to a request for comment about his price target being below the current market price.The analyst said Arm technology is the essential component for more than $200 billion of industry chip revenue a year. He noted its importance for both Android and Apple iPhone smartphone platforms.In the note, Ramsay says he expects stock volatility when the IPO lockup on selling for certain insiders ends, starting on March 12. SoftBank owns about 90% of Arm.“We have not yet seen steps taken from SoftBank to be a material seller,” the analyst wrote.Last month, Arm stock surged after the chip designer beat expectations for the December quarter, and offered a robust outlook for the March quarter.In the earnings report investor letter, Arm management said the company is gaining market share in the cloud-server market and auto segments. It specifically cited the coming Nvidia GH200 AI Superchip datacenter systems, which incorporate Arm technology. Further, more customers are moving to advanced chip designs based on Armv9 technology, which generate double the royalty rates of Armv8 products.Arm went public in September after pricing its initial public offering at $51 a share. The company makes money from licensing its chip architecture and other chip designs to semiconductor companies and hardware makers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273067387850944,"gmtCreate":1707704784603,"gmtModify":1707704788919,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Whats the TLDR? Lol","listText":"Whats the TLDR? Lol","text":"Whats the TLDR? Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273067387850944","repostId":"2410509855","repostType":4,"repost":{"id":"2410509855","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1707696046,"share":"https://www.laohu8.com/m/news/2410509855?lang=&edition=full","pubTime":"2024-02-12 08:00","market":"sg","language":"en","title":"Stocks Are at Records, but Are They Expensive? These Models Have an Answer","url":"https://stock-news.laohu8.com/highlight/detail?id=2410509855","media":"Dow Jones","summary":"Stocks are setting repeated highs, reigniting a perennial debate among investors about whether they are too expensive.The S&P 500 has climbed 5.4% to start 2024 and closed above 5000 for the first time Friday, its 10th record of the year. The Dow Jones Industrial Average has risen 2.6%, setting 11 records along the way.When trying to gauge whether a stock or index appears cheap or pricey, strategists recommend that investors use a combination of metrics, along with weighing the economic conditions, the overall financial health of a company and the industry's record. Investors are typically willing to pay more for companies they anticipate will expand rapidly than those whose growth prospects are more limited.Rising earnings are typically the most dependable fuel for sustained stock-price gains. During periods when stocks climb at a significantly faster rate than corporate earnings, concerns about a bubble often mount. Last year, for example, the S&P 500 rose 24%, yet profits were relat","content":"<html><head></head><body><p>Stocks are setting repeated highs, reigniting a perennial debate among investors about whether they are too expensive.</p><p>The S&amp;P 500 has climbed 5.4% to start 2024 and closed above 5000 for the first time Friday, its 10th record of the year. The Dow Jones Industrial Average has risen 2.6%, setting 11 records along the way.</p><p>When trying to gauge whether a stock or index appears cheap or pricey, strategists recommend that investors use a combination of metrics, along with weighing the economic conditions, the overall financial health of a company and the industry&#39;s record. Investors are typically willing to pay more for companies they anticipate will expand rapidly than those whose growth prospects are more limited.</p><p>Here&#39;s what some of the popular valuation models tell us about the state of the market:</p><h2 id=\"id_3124346428\">Price/earnings ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b71d458a0a4b6d2b000aa484826e884\" title=\"\" tg-width=\"925\" tg-height=\"787\"/></p><p>Prices are just one component of stock valuations. The other is corporate earnings. The price/earnings ratio -- calculated by dividing a company&#39;s stock price by its reported or projected per-share earnings -- is one of Wall Street&#39;s most popular tools for valuing stocks and indicates what an investor is paying for each dollar of a company&#39;s earnings.</p><p>When earnings rise and prices remain steady, valuations contract. If earnings decline, that makes stocks look even more expensive at the same price levels.</p><p>There are two different ways to calculate the ratio. Investors who prefer to look at actual results use a company&#39;s trailing earnings over the previous 12 months. Others argue that projected earnings for the coming year are more relevant, particularly for fast-growing companies in the tech sector.</p><p>Based on trailing earnings, the S&amp;P 500&#39;s multiple is 24.18, above its 10-year average of 20.36. The index&#39;s forward multiple, at 20.38, recently rose above 20 for the first time in two years. Its longer-term average is 17.96.</p><p>&#34;The market is fearless at this point,&#34; said Matt Smith, investment director at Ruffer, a London-based investment management services firm. &#34;From a risk-reward perspective, U.S. equities in particular are pretty unattractive. They have a lot of momentum, but they are expensive.&#34;</p><p>Rising earnings are typically the most dependable fuel for sustained stock-price gains. During periods when stocks climb at a significantly faster rate than corporate earnings, concerns about a bubble often mount. Last year, for example, the S&amp;P 500 rose 24%, yet profits were relatively flat.</p><p>Much of the market&#39;s gains were instead propelled by bets that the Federal Reserve would pull off a soft landing by staving off a recession and soon pivot to cutting interest rates. Equity multiples typically decline in a recession, while higher rates reduce the worth of companies&#39; future cash flows in commonly used pricing models.</p><p>Analysts are more optimistic about the profit picture for this year and project that earnings among the companies in the S&amp;P 500 will rise roughly 11%. That could offer stocks more room to run.</p><p>Tech stocks often command rich valuations because they are expected to generate windfall profits in the future. A mania over generative artificial intelligence spurred big bets on stocks such as Nvidia, leading to its lofty valuation. The chip maker is trading at 33.48 times its projected earnings over the next 12 months.</p><p>&#34;They look at a Nvidia and go, &#39;It&#39;s trading at a huge multiple.&#39; It is on today&#39;s numbers,&#34; said Michael Landsberg, financial adviser at Landsberg Bennett Private Wealth Management. &#34;But if you think they&#39;re gonna grow this quickly in the next couple of years, the reality is that it&#39;s probably cheap based on some metrics that are out there.&#34;</p><p>Nvidia shares more than tripled last year to lead the S&amp;P 500 and are the top performer in the index again in 2024, up 46%. The stock&#39;s valuation soared to more than 60 times forward earnings last year, but the multiple declined as the company reported huge profits.</p><h2 id=\"id_249548916\">Price-to-book ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e5363a93172ebe6c2a9b488ce271bf0\" title=\"\" tg-width=\"933\" tg-height=\"806\"/></p><p>Akin to the price/earnings ratio, the price-to-book ratio divides a company&#39;s stock price by its book value, a measure of total assets minus liabilities.</p><p>The ratio is often used by investors on the hunt for undervalued stocks at reasonable prices. It is typically used to evaluate financial stocks, particularly banks, and shares of companies with tangible assets. It is less useful for tech companies because their growth prospects often aren&#39;t captured on company balance sheets, said Meghan Shue, head of investment strategy at Wilmington Trust.</p><p>The S&amp;P 500 is trading at a forward price-to-book ratio of 4.15, above its 10-year average of 3.26 and its 20-year average of 2.76. In comparison, Nvidia&#39;s price-to-book ratio is 22.48.</p><p>Using this model, Home Depot and building-products company Masco are among the priciest stocks in the index, while <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> and Invesco appear to be among the cheapest.</p><h2 id=\"id_2855100306\">Equity risk premium</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07d1c7c04fb8e2b146da7e1d18916c99\" title=\"\" tg-width=\"951\" tg-height=\"809\"/></p><p>This method measures the reward for owning stocks over government bonds, calculated by taking the gap between a company&#39;s earnings yield and that of a Treasury. Equities are considered to be riskier than ultrasafe government bonds, so investors expect the former to earn a higher return over the long term.</p><p>Earnings yield is computed by dividing a company&#39;s reported or projected earnings over the next year by its stock price. Comparing the trailing earnings yield with the 10-year Treasury yield shows that the S&amp;P 500&#39;s equity risk premium is at 0.7 percentage point, near the lowest level in about two decades. (The lower the ratio is, the more expensive stocks are.)</p><p>Smith at Ruffer recommends calculating the spread to the yield on the 10-year Treasury inflation-protected security, because corporate earnings tend to adjust with inflation. By that measure, too, the risk reward for owning stocks over bonds is at the lowest level on record, based on Dow Jones Market data going back to 2003.</p><h2 id=\"id_2659890910\">Price/earnings growth ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fafeb8186f498b3ed6b32fcfb9b78af\" title=\"\" tg-width=\"976\" tg-height=\"803\"/></p><p>The PEG ratio is the market&#39;s valuation of a company relative to its earnings prospects. To calculate it, divide a company&#39;s price/earnings ratio over the past 12 months by its projected annual future earnings growth. A PEG of 1 indicates the stock&#39;s price is in line with its growth expectations.</p><p>The S&amp;P 500&#39;s current PEG ratio is 1.48, below its 10-year average of 1.49 and above its 20-year average of 1.35. Nvidia&#39;s ratio of 0.78 makes it look cheap in comparison.</p><h2 id=\"id_4247454999\">CAPE ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdaceadc310ad0e680d1c70dd0e1f3af\" title=\"\" tg-width=\"987\" tg-height=\"806\"/></p><p>The cyclically adjusted price-to-earnings ratio was derived by Robert Shiller, a Nobel Prize-winning economist. It is calculated by dividing a stock&#39;s current price with its average inflation-adjusted earnings from the previous 10 years.</p><p>Its advantage is that it corrects for extreme good times and bad times. That smooths out periods such as just before the housing bust, when unusually strong earnings made stocks look reasonably priced, and postrecession recoveries, when weak earnings make stocks look expensive.</p><p>At 33.4, the S&amp;P 500&#39;s CAPE ratio is higher than it has been more than 96% of the time since 1881, but it is still well below the prior peaks seen in the late 1990s and 2021.</p><p>Typically, this model is used to value cyclically sensitive companies such as banks and those in the mining and the oil and gas industries because their outlooks are influenced by consumer supply and demand and economic growth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Are at Records, but Are They Expensive? These Models Have an Answer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Are at Records, but Are They Expensive? These Models Have an Answer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-12 08:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks are setting repeated highs, reigniting a perennial debate among investors about whether they are too expensive.</p><p>The S&amp;P 500 has climbed 5.4% to start 2024 and closed above 5000 for the first time Friday, its 10th record of the year. The Dow Jones Industrial Average has risen 2.6%, setting 11 records along the way.</p><p>When trying to gauge whether a stock or index appears cheap or pricey, strategists recommend that investors use a combination of metrics, along with weighing the economic conditions, the overall financial health of a company and the industry&#39;s record. Investors are typically willing to pay more for companies they anticipate will expand rapidly than those whose growth prospects are more limited.</p><p>Here&#39;s what some of the popular valuation models tell us about the state of the market:</p><h2 id=\"id_3124346428\">Price/earnings ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b71d458a0a4b6d2b000aa484826e884\" title=\"\" tg-width=\"925\" tg-height=\"787\"/></p><p>Prices are just one component of stock valuations. The other is corporate earnings. The price/earnings ratio -- calculated by dividing a company&#39;s stock price by its reported or projected per-share earnings -- is one of Wall Street&#39;s most popular tools for valuing stocks and indicates what an investor is paying for each dollar of a company&#39;s earnings.</p><p>When earnings rise and prices remain steady, valuations contract. If earnings decline, that makes stocks look even more expensive at the same price levels.</p><p>There are two different ways to calculate the ratio. Investors who prefer to look at actual results use a company&#39;s trailing earnings over the previous 12 months. Others argue that projected earnings for the coming year are more relevant, particularly for fast-growing companies in the tech sector.</p><p>Based on trailing earnings, the S&amp;P 500&#39;s multiple is 24.18, above its 10-year average of 20.36. The index&#39;s forward multiple, at 20.38, recently rose above 20 for the first time in two years. Its longer-term average is 17.96.</p><p>&#34;The market is fearless at this point,&#34; said Matt Smith, investment director at Ruffer, a London-based investment management services firm. &#34;From a risk-reward perspective, U.S. equities in particular are pretty unattractive. They have a lot of momentum, but they are expensive.&#34;</p><p>Rising earnings are typically the most dependable fuel for sustained stock-price gains. During periods when stocks climb at a significantly faster rate than corporate earnings, concerns about a bubble often mount. Last year, for example, the S&amp;P 500 rose 24%, yet profits were relatively flat.</p><p>Much of the market&#39;s gains were instead propelled by bets that the Federal Reserve would pull off a soft landing by staving off a recession and soon pivot to cutting interest rates. Equity multiples typically decline in a recession, while higher rates reduce the worth of companies&#39; future cash flows in commonly used pricing models.</p><p>Analysts are more optimistic about the profit picture for this year and project that earnings among the companies in the S&amp;P 500 will rise roughly 11%. That could offer stocks more room to run.</p><p>Tech stocks often command rich valuations because they are expected to generate windfall profits in the future. A mania over generative artificial intelligence spurred big bets on stocks such as Nvidia, leading to its lofty valuation. The chip maker is trading at 33.48 times its projected earnings over the next 12 months.</p><p>&#34;They look at a Nvidia and go, &#39;It&#39;s trading at a huge multiple.&#39; It is on today&#39;s numbers,&#34; said Michael Landsberg, financial adviser at Landsberg Bennett Private Wealth Management. &#34;But if you think they&#39;re gonna grow this quickly in the next couple of years, the reality is that it&#39;s probably cheap based on some metrics that are out there.&#34;</p><p>Nvidia shares more than tripled last year to lead the S&amp;P 500 and are the top performer in the index again in 2024, up 46%. The stock&#39;s valuation soared to more than 60 times forward earnings last year, but the multiple declined as the company reported huge profits.</p><h2 id=\"id_249548916\">Price-to-book ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e5363a93172ebe6c2a9b488ce271bf0\" title=\"\" tg-width=\"933\" tg-height=\"806\"/></p><p>Akin to the price/earnings ratio, the price-to-book ratio divides a company&#39;s stock price by its book value, a measure of total assets minus liabilities.</p><p>The ratio is often used by investors on the hunt for undervalued stocks at reasonable prices. It is typically used to evaluate financial stocks, particularly banks, and shares of companies with tangible assets. It is less useful for tech companies because their growth prospects often aren&#39;t captured on company balance sheets, said Meghan Shue, head of investment strategy at Wilmington Trust.</p><p>The S&amp;P 500 is trading at a forward price-to-book ratio of 4.15, above its 10-year average of 3.26 and its 20-year average of 2.76. In comparison, Nvidia&#39;s price-to-book ratio is 22.48.</p><p>Using this model, Home Depot and building-products company Masco are among the priciest stocks in the index, while <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> and Invesco appear to be among the cheapest.</p><h2 id=\"id_2855100306\">Equity risk premium</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07d1c7c04fb8e2b146da7e1d18916c99\" title=\"\" tg-width=\"951\" tg-height=\"809\"/></p><p>This method measures the reward for owning stocks over government bonds, calculated by taking the gap between a company&#39;s earnings yield and that of a Treasury. Equities are considered to be riskier than ultrasafe government bonds, so investors expect the former to earn a higher return over the long term.</p><p>Earnings yield is computed by dividing a company&#39;s reported or projected earnings over the next year by its stock price. Comparing the trailing earnings yield with the 10-year Treasury yield shows that the S&amp;P 500&#39;s equity risk premium is at 0.7 percentage point, near the lowest level in about two decades. (The lower the ratio is, the more expensive stocks are.)</p><p>Smith at Ruffer recommends calculating the spread to the yield on the 10-year Treasury inflation-protected security, because corporate earnings tend to adjust with inflation. By that measure, too, the risk reward for owning stocks over bonds is at the lowest level on record, based on Dow Jones Market data going back to 2003.</p><h2 id=\"id_2659890910\">Price/earnings growth ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fafeb8186f498b3ed6b32fcfb9b78af\" title=\"\" tg-width=\"976\" tg-height=\"803\"/></p><p>The PEG ratio is the market&#39;s valuation of a company relative to its earnings prospects. To calculate it, divide a company&#39;s price/earnings ratio over the past 12 months by its projected annual future earnings growth. A PEG of 1 indicates the stock&#39;s price is in line with its growth expectations.</p><p>The S&amp;P 500&#39;s current PEG ratio is 1.48, below its 10-year average of 1.49 and above its 20-year average of 1.35. Nvidia&#39;s ratio of 0.78 makes it look cheap in comparison.</p><h2 id=\"id_4247454999\">CAPE ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdaceadc310ad0e680d1c70dd0e1f3af\" title=\"\" tg-width=\"987\" tg-height=\"806\"/></p><p>The cyclically adjusted price-to-earnings ratio was derived by Robert Shiller, a Nobel Prize-winning economist. It is calculated by dividing a stock&#39;s current price with its average inflation-adjusted earnings from the previous 10 years.</p><p>Its advantage is that it corrects for extreme good times and bad times. That smooths out periods such as just before the housing bust, when unusually strong earnings made stocks look reasonably priced, and postrecession recoveries, when weak earnings make stocks look expensive.</p><p>At 33.4, the S&amp;P 500&#39;s CAPE ratio is higher than it has been more than 96% of the time since 1881, but it is still well below the prior peaks seen in the late 1990s and 2021.</p><p>Typically, this model is used to value cyclically sensitive companies such as banks and those in the mining and the oil and gas industries because their outlooks are influenced by consumer supply and demand and economic growth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close",".DJI":"道琼斯","BK4579":"人工智能","BK4588":"碎股",".IXIC":"NASDAQ Composite","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4503":"景林资产持仓","BK4592":"伊斯兰概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc",".SPX":"S&P 500 Index","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4527":"明星科技股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410509855","content_text":"Stocks are setting repeated highs, reigniting a perennial debate among investors about whether they are too expensive.The S&P 500 has climbed 5.4% to start 2024 and closed above 5000 for the first time Friday, its 10th record of the year. The Dow Jones Industrial Average has risen 2.6%, setting 11 records along the way.When trying to gauge whether a stock or index appears cheap or pricey, strategists recommend that investors use a combination of metrics, along with weighing the economic conditions, the overall financial health of a company and the industry's record. Investors are typically willing to pay more for companies they anticipate will expand rapidly than those whose growth prospects are more limited.Here's what some of the popular valuation models tell us about the state of the market:Price/earnings ratioPrices are just one component of stock valuations. The other is corporate earnings. The price/earnings ratio -- calculated by dividing a company's stock price by its reported or projected per-share earnings -- is one of Wall Street's most popular tools for valuing stocks and indicates what an investor is paying for each dollar of a company's earnings.When earnings rise and prices remain steady, valuations contract. If earnings decline, that makes stocks look even more expensive at the same price levels.There are two different ways to calculate the ratio. Investors who prefer to look at actual results use a company's trailing earnings over the previous 12 months. Others argue that projected earnings for the coming year are more relevant, particularly for fast-growing companies in the tech sector.Based on trailing earnings, the S&P 500's multiple is 24.18, above its 10-year average of 20.36. The index's forward multiple, at 20.38, recently rose above 20 for the first time in two years. Its longer-term average is 17.96.\"The market is fearless at this point,\" said Matt Smith, investment director at Ruffer, a London-based investment management services firm. \"From a risk-reward perspective, U.S. equities in particular are pretty unattractive. They have a lot of momentum, but they are expensive.\"Rising earnings are typically the most dependable fuel for sustained stock-price gains. During periods when stocks climb at a significantly faster rate than corporate earnings, concerns about a bubble often mount. Last year, for example, the S&P 500 rose 24%, yet profits were relatively flat.Much of the market's gains were instead propelled by bets that the Federal Reserve would pull off a soft landing by staving off a recession and soon pivot to cutting interest rates. Equity multiples typically decline in a recession, while higher rates reduce the worth of companies' future cash flows in commonly used pricing models.Analysts are more optimistic about the profit picture for this year and project that earnings among the companies in the S&P 500 will rise roughly 11%. That could offer stocks more room to run.Tech stocks often command rich valuations because they are expected to generate windfall profits in the future. A mania over generative artificial intelligence spurred big bets on stocks such as Nvidia, leading to its lofty valuation. The chip maker is trading at 33.48 times its projected earnings over the next 12 months.\"They look at a Nvidia and go, 'It's trading at a huge multiple.' It is on today's numbers,\" said Michael Landsberg, financial adviser at Landsberg Bennett Private Wealth Management. \"But if you think they're gonna grow this quickly in the next couple of years, the reality is that it's probably cheap based on some metrics that are out there.\"Nvidia shares more than tripled last year to lead the S&P 500 and are the top performer in the index again in 2024, up 46%. The stock's valuation soared to more than 60 times forward earnings last year, but the multiple declined as the company reported huge profits.Price-to-book ratioAkin to the price/earnings ratio, the price-to-book ratio divides a company's stock price by its book value, a measure of total assets minus liabilities.The ratio is often used by investors on the hunt for undervalued stocks at reasonable prices. It is typically used to evaluate financial stocks, particularly banks, and shares of companies with tangible assets. It is less useful for tech companies because their growth prospects often aren't captured on company balance sheets, said Meghan Shue, head of investment strategy at Wilmington Trust.The S&P 500 is trading at a forward price-to-book ratio of 4.15, above its 10-year average of 3.26 and its 20-year average of 2.76. In comparison, Nvidia's price-to-book ratio is 22.48.Using this model, Home Depot and building-products company Masco are among the priciest stocks in the index, while Paramount Global and Invesco appear to be among the cheapest.Equity risk premiumThis method measures the reward for owning stocks over government bonds, calculated by taking the gap between a company's earnings yield and that of a Treasury. Equities are considered to be riskier than ultrasafe government bonds, so investors expect the former to earn a higher return over the long term.Earnings yield is computed by dividing a company's reported or projected earnings over the next year by its stock price. Comparing the trailing earnings yield with the 10-year Treasury yield shows that the S&P 500's equity risk premium is at 0.7 percentage point, near the lowest level in about two decades. (The lower the ratio is, the more expensive stocks are.)Smith at Ruffer recommends calculating the spread to the yield on the 10-year Treasury inflation-protected security, because corporate earnings tend to adjust with inflation. By that measure, too, the risk reward for owning stocks over bonds is at the lowest level on record, based on Dow Jones Market data going back to 2003.Price/earnings growth ratioThe PEG ratio is the market's valuation of a company relative to its earnings prospects. To calculate it, divide a company's price/earnings ratio over the past 12 months by its projected annual future earnings growth. A PEG of 1 indicates the stock's price is in line with its growth expectations.The S&P 500's current PEG ratio is 1.48, below its 10-year average of 1.49 and above its 20-year average of 1.35. Nvidia's ratio of 0.78 makes it look cheap in comparison.CAPE ratioThe cyclically adjusted price-to-earnings ratio was derived by Robert Shiller, a Nobel Prize-winning economist. It is calculated by dividing a stock's current price with its average inflation-adjusted earnings from the previous 10 years.Its advantage is that it corrects for extreme good times and bad times. That smooths out periods such as just before the housing bust, when unusually strong earnings made stocks look reasonably priced, and postrecession recoveries, when weak earnings make stocks look expensive.At 33.4, the S&P 500's CAPE ratio is higher than it has been more than 96% of the time since 1881, but it is still well below the prior peaks seen in the late 1990s and 2021.Typically, this model is used to value cyclically sensitive companies such as banks and those in the mining and the oil and gas industries because their outlooks are influenced by consumer supply and demand and economic growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266718944342304,"gmtCreate":1706152512071,"gmtModify":1706152518011,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Noice!","listText":"Noice!","text":"Noice!","images":[{"img":"https://community-static.tradeup.com/news/e6ff4c442917529db70d3146e1caa721","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266718944342304","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":261483136364704,"gmtCreate":1704849113530,"gmtModify":1704849117842,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Job loss = stock up","listText":"Job loss = stock up","text":"Job loss = stock up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261483136364704","repostId":"2402198720","repostType":4,"repost":{"id":"2402198720","pubTimestamp":1704845772,"share":"https://www.laohu8.com/m/news/2402198720?lang=&edition=full","pubTime":"2024-01-10 08:16","market":"us","language":"en","title":"Amazon's Twitch to Cut 500 Employees, About 35% of Staff","url":"https://stock-news.laohu8.com/highlight/detail?id=2402198720","media":"Bloomberg","summary":" — Amazon.com Inc.’s livestreaming site Twitch is poised to cut 35% of its staff, or about 500 workers, according to people familiar with the plans, the latest in a series of job reductions there.SEC X Account Compromised to Falsely Say Bitcoin ETFs Approved. US and Allies Met Secretly With Ukraine on Peace Plan. BlackRock Cuts 3% of Global Workforce, Citing Dramatic Industry Shifts. IPhone Survives 16,000-Foot Fall, Helps Steer Jet-Panel Hunt. Chinese Billionaire Is Second-Biggest Foreign Owner of US Land. The cuts, which could be announced as soon as Wednesday, come amid concerns over losses at Twitch and after several top executives left the company in the span of a few months. A Twitch spokesperson declined to comment.Running a large-scale website supporting 1.8 billion hours of live video content a month is enormously expensive, despite Twitch’s reliance on Amazon’s infrastructure, company executives have said. In December, Twitch Chief Executive Officer Dan Clancy said the compan","content":"<html><head></head><body><p>(Bloomberg) — Amazon.com Inc.’s livestreaming site Twitch is poised to cut 35% of its staff, or about 500 workers, according to people familiar with the plans, the latest in a series of job reductions there. </p><p>The cuts, which could be announced as soon as Wednesday, come amid concerns over losses at Twitch and after several top executives left the company in the span of a few months. A Twitch spokesperson declined to comment.</p><p>Running a large-scale website supporting 1.8 billion hours of live video content a month is enormously expensive, despite Twitch’s reliance on Amazon’s infrastructure, company executives have said. In December, Twitch Chief Executive Officer Dan Clancy said the company would cease operations in South Korea, where the costs are “prohibitively expensive,” according to a blog post he wrote.</p><p>Twitch has increased its focus on advertising in recent years. Nine years after Amazon’s acquisition of the company, the business remains unprofitable, according to the people, who asked not to be identified discussing private information.</p><p>In the final months of 2023, several top executives announced their departures, including Twitch’s chief product officer, chief customer officer and chief content officer. Twitch also lost its chief revenue officer, who worked on Twitch from within Amazon’s Ads unit.</p><p>“It’s always bittersweet when talented leaders move on to pursue new opportunities,’’ a Twitch spokesperson said at the time. “We are incredibly grateful for their contributions to Twitch and our community, and wish them all the best.”</p><p>The former employees all declined to comment. </p><p>Since he took the position in March 2023, Clancy has been on a cross-country charm offensive to mend relations with the gaming celebrities who make a living streaming on Twitch. Many of them chafed at Twitch’s original approach to ads, which the company reworked after criticism. Streamers have praised Clancy’s desire to listen to their concerns after years of complaints that the service was out of touch with its users.</p><p>The new chief has struggled to stem losses, however. Twitch undertook two rounds of layoffs last year, cutting over 400 positions, part of wider job reductions at Amazon.</p><p>The online retail giant initiated its biggest-ever corporate job cuts in 2022, which it expanded to 27,000 positions across the company. It continued in October with a new round of cuts to its music division, which encompasses the company’s audio streaming platform and digital storefront for songs.</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>Amazon's Twitch to Cut 500 Employees, About 35% of Staff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's Twitch to Cut 500 Employees, About 35% of Staff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-10 08:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-01-09/amazon-s-twitch-to-cut-500-employees-about-35-of-staff?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) — Amazon.com Inc.’s livestreaming site Twitch is poised to cut 35% of its staff, or about 500 workers, according to people familiar with the plans, the latest in a series of job reductions...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-01-09/amazon-s-twitch-to-cut-500-employees-about-35-of-staff?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2024-01-09/amazon-s-twitch-to-cut-500-employees-about-35-of-staff?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2402198720","content_text":"(Bloomberg) — Amazon.com Inc.’s livestreaming site Twitch is poised to cut 35% of its staff, or about 500 workers, according to people familiar with the plans, the latest in a series of job reductions there. The cuts, which could be announced as soon as Wednesday, come amid concerns over losses at Twitch and after several top executives left the company in the span of a few months. A Twitch spokesperson declined to comment.Running a large-scale website supporting 1.8 billion hours of live video content a month is enormously expensive, despite Twitch’s reliance on Amazon’s infrastructure, company executives have said. In December, Twitch Chief Executive Officer Dan Clancy said the company would cease operations in South Korea, where the costs are “prohibitively expensive,” according to a blog post he wrote.Twitch has increased its focus on advertising in recent years. Nine years after Amazon’s acquisition of the company, the business remains unprofitable, according to the people, who asked not to be identified discussing private information.In the final months of 2023, several top executives announced their departures, including Twitch’s chief product officer, chief customer officer and chief content officer. Twitch also lost its chief revenue officer, who worked on Twitch from within Amazon’s Ads unit.“It’s always bittersweet when talented leaders move on to pursue new opportunities,’’ a Twitch spokesperson said at the time. “We are incredibly grateful for their contributions to Twitch and our community, and wish them all the best.”The former employees all declined to comment. Since he took the position in March 2023, Clancy has been on a cross-country charm offensive to mend relations with the gaming celebrities who make a living streaming on Twitch. Many of them chafed at Twitch’s original approach to ads, which the company reworked after criticism. Streamers have praised Clancy’s desire to listen to their concerns after years of complaints that the service was out of touch with its users.The new chief has struggled to stem losses, however. Twitch undertook two rounds of layoffs last year, cutting over 400 positions, part of wider job reductions at Amazon.The online retail giant initiated its biggest-ever corporate job cuts in 2022, which it expanded to 27,000 positions across the company. It continued in October with a new round of cuts to its music division, which encompasses the company’s audio streaming platform and digital storefront for songs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":223680360869952,"gmtCreate":1695647131268,"gmtModify":1695647135970,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Need to load up! Pleae go down more!&nbsp;[Grin]&nbsp;&nbsp;","listText":"Need to load up! Pleae go down more!&nbsp;[Grin]&nbsp;&nbsp;","text":"Need to load up! Pleae go down more! [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/223680360869952","repostId":"1178214205","repostType":4,"repost":{"id":"1178214205","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1695642261,"share":"https://www.laohu8.com/m/news/1178214205?lang=&edition=full","pubTime":"2023-09-25 19:44","market":"us","language":"en","title":"Tesla Stock Drops Again. Here’s How Far It Could Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1178214205","media":"Dow Jones","summary":"Tesla stock is approaching some key support levels. Investors better buckle up for trading volatility.The electric-vehicle maker’s (ticker: TSLA) stock chart looks like a mountain range, with lots of ","content":"<html><head></head><body><p>Tesla stock is approaching some key support levels. Investors better buckle up for trading volatility.</p><p style=\"text-align: start;\">The electric-vehicle maker’s (ticker: TSLA) stock chart looks like a mountain range, with lots of steep slopes. After a recent climb that took shares close to $280 apiece, it looks like the stock is coming down the other side of the peak.</p><p>“The immediate concern is seeing the stock potentially breaking below [a] steep uptrend line,” said CappThesis founder and market technician Frank Cappelleri. “Similar trendline breaks led to quick downside action the last three times in 2023.”</p><p>Tesla stock went from roughly $220 to $280 in a heartbeat. But now, the shares are threatening to break below $260. If they do, $240 is in play, according to Cappelleri’s charts.</p><p>The reason for recent weakness doesn’t appear to be related to the company. “The market is in a corrective phase,” said John Roque, senior managing director and head of technical strategy at 22V Research. “Tesla is not likely to be immune.”</p><p>How far the stock can fall is a key question for investors. Beyond the $240 Cappelleri flagged, “key support for Tesla is near $218,” said Fairlead Strategies analyst Will Tamplin. That is the level where a recent rally for the stock started in mid-August and another price for investors to watch.</p><p>None of the three’s comments represent a call about the prospects for Tesla’s business. Like other technical analysts, they draw lessons from what stock charts say about past trading to give investors and traders a sense of where things are going over the short- and medium-term.</p><p>The approach is well suited to Tesla stock. The shares tend to go up and down rapidly, becoming oversold or overbought several times a year as too much good news or bad news is reflected in the price.</p><p>It happens a lot with Tesla stock because investors in the company, and analysts, tend to be a little extreme. ARK Invest’s Cathie Wood expects Tesla to hit $2,000 a share in coming years. GLJ Research analyst Gordon Johnson believes Tesla is worth about $24 a share.</p><p>The $1,900-plus difference is almost eight times the current stock price of about $257 a share, a gap that represents more than $6 trillion in market capitalization. There just aren’t many stocks investors that are as controversial as Tesla.</p><p>Not everyone, of course, tries to make trading gains with stocks they hold in their portfolio. Some just leave them alone, seeking to score as shares gain value over time.</p><p>Tesla stock dropped 1.3% in premarket trading after falling 4.2% on last Friday trading. </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>Tesla Stock Drops Again. Here’s How Far It Could Fall</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 Drops Again. Here’s How Far It Could Fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-09-25 19:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock is approaching some key support levels. Investors better buckle up for trading volatility.</p><p style=\"text-align: start;\">The electric-vehicle maker’s (ticker: TSLA) stock chart looks like a mountain range, with lots of steep slopes. After a recent climb that took shares close to $280 apiece, it looks like the stock is coming down the other side of the peak.</p><p>“The immediate concern is seeing the stock potentially breaking below [a] steep uptrend line,” said CappThesis founder and market technician Frank Cappelleri. “Similar trendline breaks led to quick downside action the last three times in 2023.”</p><p>Tesla stock went from roughly $220 to $280 in a heartbeat. But now, the shares are threatening to break below $260. If they do, $240 is in play, according to Cappelleri’s charts.</p><p>The reason for recent weakness doesn’t appear to be related to the company. “The market is in a corrective phase,” said John Roque, senior managing director and head of technical strategy at 22V Research. “Tesla is not likely to be immune.”</p><p>How far the stock can fall is a key question for investors. Beyond the $240 Cappelleri flagged, “key support for Tesla is near $218,” said Fairlead Strategies analyst Will Tamplin. That is the level where a recent rally for the stock started in mid-August and another price for investors to watch.</p><p>None of the three’s comments represent a call about the prospects for Tesla’s business. Like other technical analysts, they draw lessons from what stock charts say about past trading to give investors and traders a sense of where things are going over the short- and medium-term.</p><p>The approach is well suited to Tesla stock. The shares tend to go up and down rapidly, becoming oversold or overbought several times a year as too much good news or bad news is reflected in the price.</p><p>It happens a lot with Tesla stock because investors in the company, and analysts, tend to be a little extreme. ARK Invest’s Cathie Wood expects Tesla to hit $2,000 a share in coming years. GLJ Research analyst Gordon Johnson believes Tesla is worth about $24 a share.</p><p>The $1,900-plus difference is almost eight times the current stock price of about $257 a share, a gap that represents more than $6 trillion in market capitalization. There just aren’t many stocks investors that are as controversial as Tesla.</p><p>Not everyone, of course, tries to make trading gains with stocks they hold in their portfolio. Some just leave them alone, seeking to score as shares gain value over time.</p><p>Tesla stock dropped 1.3% in premarket trading after falling 4.2% on last Friday trading. </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":"1178214205","content_text":"Tesla stock is approaching some key support levels. Investors better buckle up for trading volatility.The electric-vehicle maker’s (ticker: TSLA) stock chart looks like a mountain range, with lots of steep slopes. After a recent climb that took shares close to $280 apiece, it looks like the stock is coming down the other side of the peak.“The immediate concern is seeing the stock potentially breaking below [a] steep uptrend line,” said CappThesis founder and market technician Frank Cappelleri. “Similar trendline breaks led to quick downside action the last three times in 2023.”Tesla stock went from roughly $220 to $280 in a heartbeat. But now, the shares are threatening to break below $260. If they do, $240 is in play, according to Cappelleri’s charts.The reason for recent weakness doesn’t appear to be related to the company. “The market is in a corrective phase,” said John Roque, senior managing director and head of technical strategy at 22V Research. “Tesla is not likely to be immune.”How far the stock can fall is a key question for investors. Beyond the $240 Cappelleri flagged, “key support for Tesla is near $218,” said Fairlead Strategies analyst Will Tamplin. That is the level where a recent rally for the stock started in mid-August and another price for investors to watch.None of the three’s comments represent a call about the prospects for Tesla’s business. Like other technical analysts, they draw lessons from what stock charts say about past trading to give investors and traders a sense of where things are going over the short- and medium-term.The approach is well suited to Tesla stock. The shares tend to go up and down rapidly, becoming oversold or overbought several times a year as too much good news or bad news is reflected in the price.It happens a lot with Tesla stock because investors in the company, and analysts, tend to be a little extreme. ARK Invest’s Cathie Wood expects Tesla to hit $2,000 a share in coming years. GLJ Research analyst Gordon Johnson believes Tesla is worth about $24 a share.The $1,900-plus difference is almost eight times the current stock price of about $257 a share, a gap that represents more than $6 trillion in market capitalization. There just aren’t many stocks investors that are as controversial as Tesla.Not everyone, of course, tries to make trading gains with stocks they hold in their portfolio. Some just leave them alone, seeking to score as shares gain value over time.Tesla stock dropped 1.3% in premarket trading after falling 4.2% on last Friday trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214635155661056,"gmtCreate":1693438052297,"gmtModify":1693438055557,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214635155661056","repostId":"214204936523888","repostType":1,"repost":{"id":214204936523888,"gmtCreate":1693313748878,"gmtModify":1693313822064,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Why Temu becomes Sooooo Important to PDD?","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> released its Q2 earningl report before opening August 29th. Following the resurgence seen in its Q1 , Pinduoduo continues to ride this wave of recovery, surpassing expectations once again on both revenue and profit fronts, re-entering a phase of high-speed growth.As we've previously highlighted multiple times, being one of the only two components of the <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> (the other being <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> , Pinduoduo's performance in the secondary market has not only captured the attention of domestic investors but also mirrors the overall sentiment of international investors towards Chinese concept stocks. The previous underselling, the subsequen","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> released its Q2 earningl report before opening August 29th. Following the resurgence seen in its Q1 , Pinduoduo continues to ride this wave of recovery, surpassing expectations once again on both revenue and profit fronts, re-entering a phase of high-speed growth.As we've previously highlighted multiple times, being one of the only two components of the <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> (the other being <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> , Pinduoduo's performance in the secondary market has not only captured the attention of domestic investors but also mirrors the overall sentiment of international investors towards Chinese concept stocks. The previous underselling, the subsequen","text":"$Pinduoduo Inc.(PDD)$ released its Q2 earningl report before opening August 29th. Following the resurgence seen in its Q1 , Pinduoduo continues to ride this wave of recovery, surpassing expectations once again on both revenue and profit fronts, re-entering a phase of high-speed growth.As we've previously highlighted multiple times, being one of the only two components of the $NASDAQ 100(NDX)$ (the other being $JD.com(JD)$ , Pinduoduo's performance in the secondary market has not only captured the attention of domestic investors but also mirrors the overall sentiment of international investors towards Chinese concept stocks. The previous underselling, the subsequen","images":[{"img":"https://static.tigerbbs.com/b64753ccb698576437f1669f807d4ba0","width":"863","height":"518"},{"img":"https://static.tigerbbs.com/ee89ecdbc3a7bf28699566459e43235c","width":"875","height":"515"},{"img":"https://static.tigerbbs.com/264b0cef1c87c9ee99320dd97a2b7272","width":"855","height":"490"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214204936523888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214634329112784,"gmtCreate":1693438035537,"gmtModify":1693438038047,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214634329112784","repostId":"214194560663680","repostType":1,"repost":{"id":214194560663680,"gmtCreate":1693311101214,"gmtModify":1703679901249,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Nvidia Hits Record High & Some Earn Over 150% Returns: Did You Join the Ride?","htmlText":"Nvidia reaches an all-time high fueled by AI-driven earnings surpassing $502.66.Whether through successful bottom-fishing, mid-way chasing, or adept options strategies, investors have reaped substantial rewards riding the soaring journey of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>. Let's delve into the details!Congratulations to <a href=\"https://ttm.financial/U/3574136058061437\">@Changjieming</a> for securing an impressive 155.71% return through NVDA trading, with an entry price of $195.39. Benefiting from positive earnings, he achieved a remarkable daily profit of $5900!Another Tiger <a href=\"https://ttm.financial/U/3554449592029615\">@BillionaireN</a>, proudly displays four consecutive options contracts, each boasting an impressive profit of over 97%. Upon closer ins","listText":"Nvidia reaches an all-time high fueled by AI-driven earnings surpassing $502.66.Whether through successful bottom-fishing, mid-way chasing, or adept options strategies, investors have reaped substantial rewards riding the soaring journey of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>. Let's delve into the details!Congratulations to <a href=\"https://ttm.financial/U/3574136058061437\">@Changjieming</a> for securing an impressive 155.71% return through NVDA trading, with an entry price of $195.39. Benefiting from positive earnings, he achieved a remarkable daily profit of $5900!Another Tiger <a href=\"https://ttm.financial/U/3554449592029615\">@BillionaireN</a>, proudly displays four consecutive options contracts, each boasting an impressive profit of over 97%. Upon closer ins","text":"Nvidia reaches an all-time high fueled by AI-driven earnings surpassing $502.66.Whether through successful bottom-fishing, mid-way chasing, or adept options strategies, investors have reaped substantial rewards riding the soaring journey of $NVIDIA Corp(NVDA)$. Let's delve into the details!Congratulations to @Changjieming for securing an impressive 155.71% return through NVDA trading, with an entry price of $195.39. Benefiting from positive earnings, he achieved a remarkable daily profit of $5900!Another Tiger @BillionaireN, proudly displays four consecutive options contracts, each boasting an impressive profit of over 97%. Upon closer ins","images":[{"img":"https://community-static.tradeup.com/news/2cee184c5cbbeb77d6bdf8b94980516c","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/5e700ff5266c51188465948957b43970","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/7ab99a9e4e4301b89caa738fec70ec1d","width":"1382","height":"1036"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214194560663680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214634291355856,"gmtCreate":1693438026319,"gmtModify":1693438029533,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214634291355856","repostId":"214182055088352","repostType":1,"repost":{"id":214182055088352,"gmtCreate":1693308989594,"gmtModify":1693308996834,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"0\"></v-v> The aftermath of the recent AMC stock split and its subsequent developments paint a vivid picture of the challenges and complexities facing meme stocks and the companies behind them. While the reverse stock split initially led to a temporary surge in the stock price, it quickly faltered due to the company's ongoing efforts to raise capital through additional share offerings. This relentless dilution of existing shareholders caused the stock to plummet to new all-time lows, casting a spotlight on the perils of utilizing meme-stock tactics to artificially inflate share prices. AMC's saga showcases the delicate balance between short-term market hype and long-term financial health. The company's","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"0\"></v-v> The aftermath of the recent AMC stock split and its subsequent developments paint a vivid picture of the challenges and complexities facing meme stocks and the companies behind them. While the reverse stock split initially led to a temporary surge in the stock price, it quickly faltered due to the company's ongoing efforts to raise capital through additional share offerings. This relentless dilution of existing shareholders caused the stock to plummet to new all-time lows, casting a spotlight on the perils of utilizing meme-stock tactics to artificially inflate share prices. AMC's saga showcases the delicate balance between short-term market hype and long-term financial health. The company's","text":"$AMC Entertainment(AMC)$ The aftermath of the recent AMC stock split and its subsequent developments paint a vivid picture of the challenges and complexities facing meme stocks and the companies behind them. While the reverse stock split initially led to a temporary surge in the stock price, it quickly faltered due to the company's ongoing efforts to raise capital through additional share offerings. This relentless dilution of existing shareholders caused the stock to plummet to new all-time lows, casting a spotlight on the perils of utilizing meme-stock tactics to artificially inflate share prices. AMC's saga showcases the delicate balance between short-term market hype and long-term financial health. The company's","images":[{"img":"https://community-static.tradeup.com/news/84a85aa3c1ab350ad95d3bf4a994f658","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214182055088352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214634549379160,"gmtCreate":1693438016245,"gmtModify":1693438019643,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214634549379160","repostId":"214069164216344","repostType":1,"repost":{"id":214069164216344,"gmtCreate":1693281144962,"gmtModify":1693303079639,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"NIO's Earnings Amidst Economic Headwinds and EV Rivalry","htmlText":"As <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <v-v data-views=\"1\"></v-v> Gears Up to Report Q2 Earnings, Can It Steer Through Economic Challenges and Tesla's Shadow? In the midst of China's economic turbulence and a relentless rivalry with EV titan <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>, NIO, the Chinese electric vehicle (EV) manufacturer, braces for its Q2 earnings report. As economic indicators flicker and market sentiment wavers, all eyes are on NIO's performance to gauge whether it can rev up its growth engine and fend off its competitors. Nio EP9 EV Momentum and Economic Crossroads NIO's journey through the EV landscape has been marked by both triumphs and trials. With sales of its electric vehicles gaining momentum on","listText":"As <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <v-v data-views=\"1\"></v-v> Gears Up to Report Q2 Earnings, Can It Steer Through Economic Challenges and Tesla's Shadow? In the midst of China's economic turbulence and a relentless rivalry with EV titan <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>, NIO, the Chinese electric vehicle (EV) manufacturer, braces for its Q2 earnings report. As economic indicators flicker and market sentiment wavers, all eyes are on NIO's performance to gauge whether it can rev up its growth engine and fend off its competitors. Nio EP9 EV Momentum and Economic Crossroads NIO's journey through the EV landscape has been marked by both triumphs and trials. With sales of its electric vehicles gaining momentum on","text":"As $NIO Inc.(NIO)$ Gears Up to Report Q2 Earnings, Can It Steer Through Economic Challenges and Tesla's Shadow? In the midst of China's economic turbulence and a relentless rivalry with EV titan $Tesla Motors(TSLA)$, NIO, the Chinese electric vehicle (EV) manufacturer, braces for its Q2 earnings report. As economic indicators flicker and market sentiment wavers, all eyes are on NIO's performance to gauge whether it can rev up its growth engine and fend off its competitors. Nio EP9 EV Momentum and Economic Crossroads NIO's journey through the EV landscape has been marked by both triumphs and trials. With sales of its electric vehicles gaining momentum on","images":[{"img":"https://community-static.tradeup.com/news/2d4a382fa81c018a7b2fccc65a466aaa","width":"702","height":"386"},{"img":"https://community-static.tradeup.com/news/8ffb21518e66e7fe42c325a3ec01563f","width":"588","height":"588"},{"img":"https://community-static.tradeup.com/news/227c5861f227d73e6cf49a54a5c3d9b0","width":"588","height":"588"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214069164216344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212582726107344,"gmtCreate":1692940055929,"gmtModify":1692940062325,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Pain is coming","listText":"Pain is coming","text":"Pain is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212582726107344","repostId":"1175811880","repostType":4,"repost":{"id":"1175811880","pubTimestamp":1692934559,"share":"https://www.laohu8.com/m/news/1175811880?lang=&edition=full","pubTime":"2023-08-25 11:35","market":"us","language":"en","title":"Cathie Wood's Ark Invest Sold $1.9M Nvidia Shares Amid AI Surge on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1175811880","media":"Benzinga","summary":"On Thursday, Cathie Wood-led Ark Invest made a significant move by selling $1.86 million worth of shares in NVIDIA Corp, a move that comes in the wake of recent developments surrounding the tech giant","content":"<html><head></head><body><p>On Thursday, <strong>Cathie Wood</strong>-led <strong>Ark Invest </strong>made a significant move by selling $1.86 million worth of shares in <strong>NVIDIA Corp</strong>, a move that comes in the wake of recent developments surrounding the tech giant’s performance in the AI sector.</p><p style=\"text-align: start;\"><strong>The NVIDIA Trade</strong></p><p style=\"text-align: start;\">The Wood-led investment management firm sold 3,952 shares of Nvidia. The sale, made through <strong>ARK Genomic Revolution ETF</strong> was valued at nearly $1.86 million — based on the company’s Thursday closing price of $471.63.</p><p style=\"text-align: start;\">Ark Invest’s decision to offload NVIDIA shares follows the company’s recent Q2 earnings report. Investors had been keenly observing NVIDIA’s performance, especially in relation to the broader artificial intelligence landscape.</p><p style=\"text-align: start;\">NVIDIA, often seen as a barometer for the AI industry, had previously announced that its Q2 revenues would surpass market expectations, primarily driven by AI-related semiconductor sales.</p><p style=\"text-align: start;\">The company’s trajectory in 2023 was nothing short of impressive, with shares skyrocketing by 212% year-to-date, 106% over the last six months, and 50% over the last three months.</p><p>Despite these impressive figures, Ark Invest’s decision to sell might be influenced by the broader market dynamics and future projections for the tech giant.</p><p style=\"text-align: start;\">Recent insights from Benzinga highlighted potential scenarios post NVIDIA’s Q2 earnings, ranging from bullish outcomes to more bearish possibilities, especially if the company’s results were to signal concerns for China exports.</p><p style=\"text-align: start;\"><strong>Other Key Trades:</strong></p><ul><li><p>Ark Invest purchased 7447 shares of <strong>CRISPR Therapeutics AG </strong>through ARKG.</p></li><li><p>The firm also added 34226 shares of <strong>Intellia Therapeutics Inc </strong>through ARKG.</p></li><li><p>A significant buy was observed in <strong>Accolade Inc </strong>with 89823 shares added to Ark’s portfolio through ARKG.</p></li><li><p>Ark showed interest in <strong>Recursion Pharmaceuticals</strong>, buying 132235 shares through ARKG.</p></li></ul></body></html>","source":"lsy1606299360108","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>Cathie Wood's Ark Invest Sold $1.9M Nvidia Shares Amid AI Surge on Thursday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark Invest Sold $1.9M Nvidia Shares Amid AI Surge on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-25 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/23/08/34036690/cathie-woods-ark-invest-adjusts-portfolio-sells-nvidia-shares-worth-nearly-1-9m-amid-ai-surge><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Thursday, Cathie Wood-led Ark Invest made a significant move by selling $1.86 million worth of shares in NVIDIA Corp, a move that comes in the wake of recent developments surrounding the tech giant...</p>\n\n<a href=\"https://www.benzinga.com/23/08/34036690/cathie-woods-ark-invest-adjusts-portfolio-sells-nvidia-shares-worth-nearly-1-9m-amid-ai-surge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTLA":"Intellia Therapeutics Inc","RXRX":"Recursion Pharmaceuticals, Inc.","ACCD":"Accolade, Inc.","NVDA":"英伟达","CRSP":"CRISPR Therapeutics AG"},"source_url":"https://www.benzinga.com/23/08/34036690/cathie-woods-ark-invest-adjusts-portfolio-sells-nvidia-shares-worth-nearly-1-9m-amid-ai-surge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175811880","content_text":"On Thursday, Cathie Wood-led Ark Invest made a significant move by selling $1.86 million worth of shares in NVIDIA Corp, a move that comes in the wake of recent developments surrounding the tech giant’s performance in the AI sector.The NVIDIA TradeThe Wood-led investment management firm sold 3,952 shares of Nvidia. The sale, made through ARK Genomic Revolution ETF was valued at nearly $1.86 million — based on the company’s Thursday closing price of $471.63.Ark Invest’s decision to offload NVIDIA shares follows the company’s recent Q2 earnings report. Investors had been keenly observing NVIDIA’s performance, especially in relation to the broader artificial intelligence landscape.NVIDIA, often seen as a barometer for the AI industry, had previously announced that its Q2 revenues would surpass market expectations, primarily driven by AI-related semiconductor sales.The company’s trajectory in 2023 was nothing short of impressive, with shares skyrocketing by 212% year-to-date, 106% over the last six months, and 50% over the last three months.Despite these impressive figures, Ark Invest’s decision to sell might be influenced by the broader market dynamics and future projections for the tech giant.Recent insights from Benzinga highlighted potential scenarios post NVIDIA’s Q2 earnings, ranging from bullish outcomes to more bearish possibilities, especially if the company’s results were to signal concerns for China exports.Other Key Trades:Ark Invest purchased 7447 shares of CRISPR Therapeutics AG through ARKG.The firm also added 34226 shares of Intellia Therapeutics Inc through ARKG.A significant buy was observed in Accolade Inc with 89823 shares added to Ark’s portfolio through ARKG.Ark showed interest in Recursion Pharmaceuticals, buying 132235 shares through ARKG.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201345228865576,"gmtCreate":1690187316862,"gmtModify":1690187320049,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Its going to be on sale again RIP my wallet, i need more funds!&nbsp;","listText":"Its going to be on sale again RIP my wallet, i need more funds!&nbsp;","text":"Its going to be on sale again RIP my wallet, i need more funds!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201345228865576","repostId":"1160245691","repostType":4,"repost":{"id":"1160245691","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690186945,"share":"https://www.laohu8.com/m/news/1160245691?lang=&edition=full","pubTime":"2023-07-24 16:22","market":"us","language":"en","title":"Tesla Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1160245691","media":"Tiger Newspress","summary":"$Tesla Motors(TSLA)$ fell over 2% in premarket trading.It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell over 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5721716c93ffcdb8745ed2792eacf482\" title=\"\" tg-width=\"651\" tg-height=\"521\"/></p><p>It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.</p><p>Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220.  UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”</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>Tesla Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From 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\">\nTesla Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-24 16:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell over 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5721716c93ffcdb8745ed2792eacf482\" title=\"\" tg-width=\"651\" tg-height=\"521\"/></p><p>It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.</p><p>Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220.  UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”</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":"1160245691","content_text":"Tesla Motors fell over 2% in premarket trading.It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220.  UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200269199097936,"gmtCreate":1689928016280,"gmtModify":1689928020079,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Bulls are here to stay!","listText":"Bulls are here to stay!","text":"Bulls are here to stay!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200269199097936","repostId":"1179189982","repostType":4,"repost":{"id":"1179189982","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1689927719,"share":"https://www.laohu8.com/m/news/1179189982?lang=&edition=full","pubTime":"2023-07-21 16:21","market":"us","language":"en","title":"Tesla Stock Gains 1.8% Premarket After Tumbling Nearly 10% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1179189982","media":"Tiger Newspress","summary":"Tesla beats on earnings, but price cuts weigh on margins.","content":"<html><head></head><body><p>Tesla Inc.’s profitability shrank in the second quarter, showing the electric-vehicle maker’s industry-leading margins are being squeezed by months of price cuts.</p><p style=\"text-align: start;\">The Elon Musk-led company on Wednesday reported gross margin of 18.2% in the quarter, below the 18.8% Wall Street had expected. Still, Tesla beat earnings and revenue expectations. Its profit, excluding some items, came to 91 cents a share, more than the 81 cents analysts estimated.</p><p>Tesla stock gains 1.83% in premarket trading on Friday after tumbling nearly 10% on Thursday.</p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2fd5cb3341072ac8b4d2ae44729a693\" tg-width=\"800\" tg-height=\"620\"/></p><p style=\"text-align: start;\">Tesla already said it delivered a record 466,140 cars in the period, spurred on by the price reductions that began earlier this year — a response to tighter household budgets and a wave of new EV competitors. Revenue rose 47% to $24.9 billion, Tesla said in a shareholder letter. Analysts had expected the company to generate $24.5 billion in sales.</p><p>That’s put the Austin-based carmaker’s profits in tight focus, especially as it pours money into the development of full self-driving software and its first new product in years, the Cybertruck. In addition to price cuts, Tesla also blamed its shrinking margins on the cost of ramping up output of new battery cells, the Cybertruck and other large projects.</p><p>“While we continue to execute on innovations to reduce the cost of manufacturing and operations, over time, we expect our hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profits,” it said in a statement.</p><p>The company didn’t break out its automotive margin, a closely watched gauge of Tesla’s profitability which was more than 30% at the start of last year.</p><p style=\"text-align: start;\">Even after months of markdowns, Tesla is still making more cars than it’s selling. The company said global inventory is now 16 days of supply, up from 15 days last quarter and four days a year ago.</p><p style=\"text-align: start;\">The company has has offered customers special perks — like free charging — to move vehicles off the lots.</p><p style=\"text-align: start;\">Analysts have said new models, like the Cybertruck, could help Tesla maintain its extraordinary sales-growth rate. However, the long-awaited truck likely won’t be available in large volumes until next year. The first Cybertruck rolled off the line in Tesla’s Austin factory just recently, the company said over the weekend.</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>Tesla Stock Gains 1.8% Premarket After Tumbling Nearly 10% on Thursday</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 Gains 1.8% Premarket After Tumbling Nearly 10% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-21 16:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc.’s profitability shrank in the second quarter, showing the electric-vehicle maker’s industry-leading margins are being squeezed by months of price cuts.</p><p style=\"text-align: start;\">The Elon Musk-led company on Wednesday reported gross margin of 18.2% in the quarter, below the 18.8% Wall Street had expected. Still, Tesla beat earnings and revenue expectations. Its profit, excluding some items, came to 91 cents a share, more than the 81 cents analysts estimated.</p><p>Tesla stock gains 1.83% in premarket trading on Friday after tumbling nearly 10% on Thursday.</p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2fd5cb3341072ac8b4d2ae44729a693\" tg-width=\"800\" tg-height=\"620\"/></p><p style=\"text-align: start;\">Tesla already said it delivered a record 466,140 cars in the period, spurred on by the price reductions that began earlier this year — a response to tighter household budgets and a wave of new EV competitors. Revenue rose 47% to $24.9 billion, Tesla said in a shareholder letter. Analysts had expected the company to generate $24.5 billion in sales.</p><p>That’s put the Austin-based carmaker’s profits in tight focus, especially as it pours money into the development of full self-driving software and its first new product in years, the Cybertruck. In addition to price cuts, Tesla also blamed its shrinking margins on the cost of ramping up output of new battery cells, the Cybertruck and other large projects.</p><p>“While we continue to execute on innovations to reduce the cost of manufacturing and operations, over time, we expect our hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profits,” it said in a statement.</p><p>The company didn’t break out its automotive margin, a closely watched gauge of Tesla’s profitability which was more than 30% at the start of last year.</p><p style=\"text-align: start;\">Even after months of markdowns, Tesla is still making more cars than it’s selling. The company said global inventory is now 16 days of supply, up from 15 days last quarter and four days a year ago.</p><p style=\"text-align: start;\">The company has has offered customers special perks — like free charging — to move vehicles off the lots.</p><p style=\"text-align: start;\">Analysts have said new models, like the Cybertruck, could help Tesla maintain its extraordinary sales-growth rate. However, the long-awaited truck likely won’t be available in large volumes until next year. The first Cybertruck rolled off the line in Tesla’s Austin factory just recently, the company said over the weekend.</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":"1179189982","content_text":"Tesla Inc.’s profitability shrank in the second quarter, showing the electric-vehicle maker’s industry-leading margins are being squeezed by months of price cuts.The Elon Musk-led company on Wednesday reported gross margin of 18.2% in the quarter, below the 18.8% Wall Street had expected. Still, Tesla beat earnings and revenue expectations. Its profit, excluding some items, came to 91 cents a share, more than the 81 cents analysts estimated.Tesla stock gains 1.83% in premarket trading on Friday after tumbling nearly 10% on Thursday.Tesla already said it delivered a record 466,140 cars in the period, spurred on by the price reductions that began earlier this year — a response to tighter household budgets and a wave of new EV competitors. Revenue rose 47% to $24.9 billion, Tesla said in a shareholder letter. Analysts had expected the company to generate $24.5 billion in sales.That’s put the Austin-based carmaker’s profits in tight focus, especially as it pours money into the development of full self-driving software and its first new product in years, the Cybertruck. In addition to price cuts, Tesla also blamed its shrinking margins on the cost of ramping up output of new battery cells, the Cybertruck and other large projects.“While we continue to execute on innovations to reduce the cost of manufacturing and operations, over time, we expect our hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profits,” it said in a statement.The company didn’t break out its automotive margin, a closely watched gauge of Tesla’s profitability which was more than 30% at the start of last year.Even after months of markdowns, Tesla is still making more cars than it’s selling. The company said global inventory is now 16 days of supply, up from 15 days last quarter and four days a year ago.The company has has offered customers special perks — like free charging — to move vehicles off the lots.Analysts have said new models, like the Cybertruck, could help Tesla maintain its extraordinary sales-growth rate. However, the long-awaited truck likely won’t be available in large volumes until next year. The first Cybertruck rolled off the line in Tesla’s Austin factory just recently, the company said over the weekend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200246680961272,"gmtCreate":1689922738931,"gmtModify":1689922743769,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Time to load up.","listText":"Time to load up.","text":"Time to load up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200246680961272","repostId":"1144425644","repostType":4,"repost":{"id":"1144425644","pubTimestamp":1689921600,"share":"https://www.laohu8.com/m/news/1144425644?lang=&edition=full","pubTime":"2023-07-21 14:40","market":"us","language":"en","title":"AMD's Global Server CPU Market Share Tops 25%, Said Lisa Su","url":"https://stock-news.laohu8.com/highlight/detail?id=1144425644","media":"DIGITIMES Asia","summary":"\"Besides TSMC, DIGITIMES Research analyst Stella Weng believes the supply chain partners will surely be happy to have AMD as an alternative to NVIDIA. \"Currently, there is enough capacity to support AMD.\"Market demand for high-end AI GPUs continues to rise sharply on ever-expanding generative AI applications, and Nvidia is firmly a dominant player in the arena while AMD is gearing up to catch up. Both US chipmakers will place wafer-start orders with TSMC for all their high-end AI GPU series prod","content":"<html><head></head><body><p>As the market&#39;s attention is focusing on AMD&#39;s confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter of the year, AMD CEO Lisa Su disclosed that AMD&#39;s server market share has continued to progress and has exceeded 25%.</p><p style=\"text-align: left;\">When answering a DIGITIMES reporter&#39;s question at a recent press conference in Taipei, Su said, &#34;We did make good progress on our CPU business. I actually think our server market share is higher than 20%, ... should be over 25%.&#34;</p><p style=\"text-align: left;\">That means AMD&#39;s performance has surpassed the DIGITIMES Research analyst&#39;s previous estimate. DIGITIMES analyst focusing primarily on the server industry anticipates that AMD&#39;s share will well stand above 20% in 2023, while Arm will get 8%.</p><p style=\"text-align: left;\">That implies another jump of 7-8 percentage points from the end of 2022. According to Mercury Research, AMD&#39;s total market share grew from 10.7% at the start of 2022 to 17.6% at the end of the year, while Intel fell from 89.3% at the start of the year to 82.4%. AMD&#39;s total share of the CPU market (excluding IoT and custom silicon) rose from 23.3% in 2021 to 29.6%, while Intel&#39;s share fell from 76.7% in 2021 to 70.4% in 2022.</p><p style=\"text-align: left;\">Now TSMC is the key for AMD to challenge the dominant incumbent NVIDIA in the AI GPU market, even though the latter also depends on TSMC for foundry works.</p><p style=\"text-align: left;\">&#34;MI300 is the most complex product in the world, we could not do it without the partnership with TSMC,&#34; Su indirectly denied South Korea media reports that AMD might shift its AI chip production to Samsung Electronics using 4nm process technology, by humorously asking reporters: &#34;Do you believe Korea media?&#34;</p><p style=\"text-align: left;\">Besides TSMC, DIGITIMES Research analyst Stella Weng believes the supply chain partners will surely be happy to have AMD as an alternative to NVIDIA. &#34;Currently, there is enough capacity to support AMD.&#34;</p><p style=\"text-align: left;\">Market demand for high-end AI GPUs continues to rise sharply on ever-expanding generative AI applications, and Nvidia is firmly a dominant player in the arena while AMD is gearing up to catch up. Both US chipmakers will place wafer-start orders with TSMC for all their high-end AI GPU series products, according to industry sources.</p><p style=\"text-align: left;\">Market observers believe that AMD&#39;s success can be attributed not only to its technology and strategy but also to its close cooperation with partners that offer advanced process nodes, specifically sub-7nm processes.</p></body></html>","source":"lsy1655789319661","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>AMD's Global Server CPU Market Share Tops 25%, Said Lisa Su</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\">\nAMD's Global Server CPU Market Share Tops 25%, Said Lisa Su\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-21 14:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.digitimes.com/news/a20230720PD202/ai-gpu-amd-mi300-nvidia-tsmc.html><strong>DIGITIMES Asia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the market's attention is focusing on AMD's confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter of the year, AMD CEO ...</p>\n\n<a href=\"https://www.digitimes.com/news/a20230720PD202/ai-gpu-amd-mi300-nvidia-tsmc.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.digitimes.com/news/a20230720PD202/ai-gpu-amd-mi300-nvidia-tsmc.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144425644","content_text":"As the market's attention is focusing on AMD's confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter of the year, AMD CEO Lisa Su disclosed that AMD's server market share has continued to progress and has exceeded 25%.When answering a DIGITIMES reporter's question at a recent press conference in Taipei, Su said, \"We did make good progress on our CPU business. I actually think our server market share is higher than 20%, ... should be over 25%.\"That means AMD's performance has surpassed the DIGITIMES Research analyst's previous estimate. DIGITIMES analyst focusing primarily on the server industry anticipates that AMD's share will well stand above 20% in 2023, while Arm will get 8%.That implies another jump of 7-8 percentage points from the end of 2022. According to Mercury Research, AMD's total market share grew from 10.7% at the start of 2022 to 17.6% at the end of the year, while Intel fell from 89.3% at the start of the year to 82.4%. AMD's total share of the CPU market (excluding IoT and custom silicon) rose from 23.3% in 2021 to 29.6%, while Intel's share fell from 76.7% in 2021 to 70.4% in 2022.Now TSMC is the key for AMD to challenge the dominant incumbent NVIDIA in the AI GPU market, even though the latter also depends on TSMC for foundry works.\"MI300 is the most complex product in the world, we could not do it without the partnership with TSMC,\" Su indirectly denied South Korea media reports that AMD might shift its AI chip production to Samsung Electronics using 4nm process technology, by humorously asking reporters: \"Do you believe Korea media?\"Besides TSMC, DIGITIMES Research analyst Stella Weng believes the supply chain partners will surely be happy to have AMD as an alternative to NVIDIA. \"Currently, there is enough capacity to support AMD.\"Market demand for high-end AI GPUs continues to rise sharply on ever-expanding generative AI applications, and Nvidia is firmly a dominant player in the arena while AMD is gearing up to catch up. Both US chipmakers will place wafer-start orders with TSMC for all their high-end AI GPU series products, according to industry sources.Market observers believe that AMD's success can be attributed not only to its technology and strategy but also to its close cooperation with partners that offer advanced process nodes, specifically sub-7nm processes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200246509088896,"gmtCreate":1689922672840,"gmtModify":1689922677268,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"The rate hike should only be .25% basis point else chaos! (just kidding) there are still other stocks that will be less impacted by this im sure.","listText":"The rate hike should only be .25% basis point else chaos! (just kidding) there are still other stocks that will be less impacted by this im sure.","text":"The rate hike should only be .25% basis point else chaos! (just kidding) there are still other stocks that will be less impacted by this im sure.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200246509088896","repostId":"1119265778","repostType":4,"repost":{"id":"1119265778","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1689918900,"share":"https://www.laohu8.com/m/news/1119265778?lang=&edition=full","pubTime":"2023-07-21 13:55","market":"us","language":"en","title":"Fed Meeting Preview: Interest Rates Expected To Surge To 22-Year Highs, But Communication On Future Steps Is Key","url":"https://stock-news.laohu8.com/highlight/detail?id=1119265778","media":"Benzinga","summary":"ZINGER KEY POINTSThe market has nearly totally discounted a 25-basis-point rate hike to 5.25%-5.5%.Bank of America projects another rate hike in September.The financial world is gearing up for the hig","content":"<html><head></head><body><h4 id=\"id_1713039327\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The market has nearly totally discounted a 25-basis-point rate hike to 5.25%-5.5%.</p></li><li><p>Bank of America projects another rate hike in September.</p></li></ul><ul><li><p>Ex-Fed chair Bernanke says next Fed interest rate hike may be its last</p></li></ul><p>The financial world is gearing up for the highly anticipated Federal Open Market Committee (FOMC) interest rate decision scheduled for Wednesday, July 26.</p><p style=\"text-align: start;\">It’s almost a sure thing the Fed will raise interest rates by 0.25%, pushing the cost of money to 5.25%-5.5%, its highest level since February 2001.</p><p style=\"text-align: start;\">What still remains uncertain is the Fed’s course of action after July. The words used in the Fed statement and Fed Chair <strong>Jerome Powell’s</strong> remarks next week could have significant implications for the stock market, depending on whether the Fed aims to raise rates further or not.</p><h2 id=\"id_3924444783\" style=\"text-align: start;\">Fed’s July Meeting: Market Says Hike Is A Done Deal</h2><p style=\"text-align: start;\">The market has nearly totally discounted a 25-basis-point rate rise to 5-25%-5.5% at the Fed’s July meeting. This outcome has an indicated chance of 99.8%, according to the <strong>CME Group Fed Watch</strong> tool.</p><p style=\"text-align: start;\">What remains unknown is the outcome of the September meeting, with a subsequent rate rise priced at an 18% probability. The odds of a hike to 5.5%-5.75% by the November are marginally greater, with the market probability hovering at 34%.</p><p style=\"text-align: start;\">In its June macroeconomic predictions, the Fed’s median voter hinted at two more rate rises by year’s end.</p><p style=\"text-align: start;\">The table below shows the market-implied probability of the Fed’s funds target rate for each FOMC meeting date as of Thursday. As we can see, the market expects a rate rise of 25 basis points to 5.25%-5.5% for the July 26 meeting, with a 99.8% chance. Subsequent meetings show varied probability for the level of interest rates, reflecting increasing uncertainty, with the first rate cut priced at the end of the first quarter of 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bddc25625193c09832097b306ccba47d\" title=\"\" tg-width=\"1083\" tg-height=\"313\"/></p><h2 id=\"id_28389234\" style=\"text-align: start;\">Data Cements Progress On Inflation, Economy Remains Strong</h2><p style=\"text-align: start;\">On the inflation front, there have been some encouraging signs, but the Fed’s target has yet to be met. Core inflation fell faster than predicted to 4.8% in June, while overall inflation fell to 3%, the lowest level since March 2021. Producer-side inflation practically vanished, with PPI inflation printing at 0.1% in June, the lowest since August 2020.</p><p style=\"text-align: start;\">Despite these favorable developments, a healthy economy is pushing back against premature rate cut hopes, leaving the chance of another hike well alive as we approach year-end.</p><p style=\"text-align: start;\">The banking sector has recovered remarkably well from the March crisis, proving to be robust, stable and profitable.</p><p style=\"text-align: start;\">Despite June’s somewhat disappointing nonfarm payrolls number, the job market remains tight, with the unemployment rate falling to 3.6%. Jobless claims totaled fewer than predicted last week, while the latest data on retail sales shows that consumers are still sufficiently confident for spending, with a 0.6% increase in core retail sales.</p><p style=\"text-align: start;\">In contrast to the manufacturing sector, which showed symptoms of significant contraction in the most recent PMI survey, the service sector of the economy showed steady expansion.</p><p style=\"text-align: start;\">In general, the economic climate may not be one that is encouraging Fed members to ease monetary policy. The prospect of another rate rise or of keeping rates on hold for longer will most likely remain after the July’s meeting.</p><h2 id=\"id_3868261227\" style=\"text-align: start;\">Bank of America Says Fed Not Ready To Signal End Of Tightening</h2><p style=\"text-align: start;\">Bank of America’s economists predict that after the rate increase in July, the Fed will deliver another 25bp hike in September, resulting in a terminal target range of 5.5%-5.75%.</p><p style=\"text-align: start;\">Bank of America’s Michael Gapen said he believes Powell will stick to his June economic estimates, which suggested that most members expected more than one hike before the end of the year.</p><p style=\"text-align: start;\">“We do not think the Fed is ready to signal it is done with its tightening cycle,” BofA economists said in a note.</p><p style=\"text-align: start;\">They also said the Fed does not want to be committed in any manner, anticipating that Powell will emphasize the Fed’s continuing data dependency.</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>Fed Meeting Preview: Interest Rates Expected To Surge To 22-Year Highs, But Communication On Future Steps Is Key</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Meeting Preview: Interest Rates Expected To Surge To 22-Year Highs, But Communication On Future Steps Is Key\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-07-21 13:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_1713039327\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The market has nearly totally discounted a 25-basis-point rate hike to 5.25%-5.5%.</p></li><li><p>Bank of America projects another rate hike in September.</p></li></ul><ul><li><p>Ex-Fed chair Bernanke says next Fed interest rate hike may be its last</p></li></ul><p>The financial world is gearing up for the highly anticipated Federal Open Market Committee (FOMC) interest rate decision scheduled for Wednesday, July 26.</p><p style=\"text-align: start;\">It’s almost a sure thing the Fed will raise interest rates by 0.25%, pushing the cost of money to 5.25%-5.5%, its highest level since February 2001.</p><p style=\"text-align: start;\">What still remains uncertain is the Fed’s course of action after July. The words used in the Fed statement and Fed Chair <strong>Jerome Powell’s</strong> remarks next week could have significant implications for the stock market, depending on whether the Fed aims to raise rates further or not.</p><h2 id=\"id_3924444783\" style=\"text-align: start;\">Fed’s July Meeting: Market Says Hike Is A Done Deal</h2><p style=\"text-align: start;\">The market has nearly totally discounted a 25-basis-point rate rise to 5-25%-5.5% at the Fed’s July meeting. This outcome has an indicated chance of 99.8%, according to the <strong>CME Group Fed Watch</strong> tool.</p><p style=\"text-align: start;\">What remains unknown is the outcome of the September meeting, with a subsequent rate rise priced at an 18% probability. The odds of a hike to 5.5%-5.75% by the November are marginally greater, with the market probability hovering at 34%.</p><p style=\"text-align: start;\">In its June macroeconomic predictions, the Fed’s median voter hinted at two more rate rises by year’s end.</p><p style=\"text-align: start;\">The table below shows the market-implied probability of the Fed’s funds target rate for each FOMC meeting date as of Thursday. As we can see, the market expects a rate rise of 25 basis points to 5.25%-5.5% for the July 26 meeting, with a 99.8% chance. Subsequent meetings show varied probability for the level of interest rates, reflecting increasing uncertainty, with the first rate cut priced at the end of the first quarter of 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bddc25625193c09832097b306ccba47d\" title=\"\" tg-width=\"1083\" tg-height=\"313\"/></p><h2 id=\"id_28389234\" style=\"text-align: start;\">Data Cements Progress On Inflation, Economy Remains Strong</h2><p style=\"text-align: start;\">On the inflation front, there have been some encouraging signs, but the Fed’s target has yet to be met. Core inflation fell faster than predicted to 4.8% in June, while overall inflation fell to 3%, the lowest level since March 2021. Producer-side inflation practically vanished, with PPI inflation printing at 0.1% in June, the lowest since August 2020.</p><p style=\"text-align: start;\">Despite these favorable developments, a healthy economy is pushing back against premature rate cut hopes, leaving the chance of another hike well alive as we approach year-end.</p><p style=\"text-align: start;\">The banking sector has recovered remarkably well from the March crisis, proving to be robust, stable and profitable.</p><p style=\"text-align: start;\">Despite June’s somewhat disappointing nonfarm payrolls number, the job market remains tight, with the unemployment rate falling to 3.6%. Jobless claims totaled fewer than predicted last week, while the latest data on retail sales shows that consumers are still sufficiently confident for spending, with a 0.6% increase in core retail sales.</p><p style=\"text-align: start;\">In contrast to the manufacturing sector, which showed symptoms of significant contraction in the most recent PMI survey, the service sector of the economy showed steady expansion.</p><p style=\"text-align: start;\">In general, the economic climate may not be one that is encouraging Fed members to ease monetary policy. The prospect of another rate rise or of keeping rates on hold for longer will most likely remain after the July’s meeting.</p><h2 id=\"id_3868261227\" style=\"text-align: start;\">Bank of America Says Fed Not Ready To Signal End Of Tightening</h2><p style=\"text-align: start;\">Bank of America’s economists predict that after the rate increase in July, the Fed will deliver another 25bp hike in September, resulting in a terminal target range of 5.5%-5.75%.</p><p style=\"text-align: start;\">Bank of America’s Michael Gapen said he believes Powell will stick to his June economic estimates, which suggested that most members expected more than one hike before the end of the year.</p><p style=\"text-align: start;\">“We do not think the Fed is ready to signal it is done with its tightening cycle,” BofA economists said in a note.</p><p style=\"text-align: start;\">They also said the Fed does not want to be committed in any manner, anticipating that Powell will emphasize the Fed’s continuing data dependency.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119265778","content_text":"ZINGER KEY POINTSThe market has nearly totally discounted a 25-basis-point rate hike to 5.25%-5.5%.Bank of America projects another rate hike in September.Ex-Fed chair Bernanke says next Fed interest rate hike may be its lastThe financial world is gearing up for the highly anticipated Federal Open Market Committee (FOMC) interest rate decision scheduled for Wednesday, July 26.It’s almost a sure thing the Fed will raise interest rates by 0.25%, pushing the cost of money to 5.25%-5.5%, its highest level since February 2001.What still remains uncertain is the Fed’s course of action after July. The words used in the Fed statement and Fed Chair Jerome Powell’s remarks next week could have significant implications for the stock market, depending on whether the Fed aims to raise rates further or not.Fed’s July Meeting: Market Says Hike Is A Done DealThe market has nearly totally discounted a 25-basis-point rate rise to 5-25%-5.5% at the Fed’s July meeting. This outcome has an indicated chance of 99.8%, according to the CME Group Fed Watch tool.What remains unknown is the outcome of the September meeting, with a subsequent rate rise priced at an 18% probability. The odds of a hike to 5.5%-5.75% by the November are marginally greater, with the market probability hovering at 34%.In its June macroeconomic predictions, the Fed’s median voter hinted at two more rate rises by year’s end.The table below shows the market-implied probability of the Fed’s funds target rate for each FOMC meeting date as of Thursday. As we can see, the market expects a rate rise of 25 basis points to 5.25%-5.5% for the July 26 meeting, with a 99.8% chance. Subsequent meetings show varied probability for the level of interest rates, reflecting increasing uncertainty, with the first rate cut priced at the end of the first quarter of 2024.Data Cements Progress On Inflation, Economy Remains StrongOn the inflation front, there have been some encouraging signs, but the Fed’s target has yet to be met. Core inflation fell faster than predicted to 4.8% in June, while overall inflation fell to 3%, the lowest level since March 2021. Producer-side inflation practically vanished, with PPI inflation printing at 0.1% in June, the lowest since August 2020.Despite these favorable developments, a healthy economy is pushing back against premature rate cut hopes, leaving the chance of another hike well alive as we approach year-end.The banking sector has recovered remarkably well from the March crisis, proving to be robust, stable and profitable.Despite June’s somewhat disappointing nonfarm payrolls number, the job market remains tight, with the unemployment rate falling to 3.6%. Jobless claims totaled fewer than predicted last week, while the latest data on retail sales shows that consumers are still sufficiently confident for spending, with a 0.6% increase in core retail sales.In contrast to the manufacturing sector, which showed symptoms of significant contraction in the most recent PMI survey, the service sector of the economy showed steady expansion.In general, the economic climate may not be one that is encouraging Fed members to ease monetary policy. The prospect of another rate rise or of keeping rates on hold for longer will most likely remain after the July’s meeting.Bank of America Says Fed Not Ready To Signal End Of TighteningBank of America’s economists predict that after the rate increase in July, the Fed will deliver another 25bp hike in September, resulting in a terminal target range of 5.5%-5.75%.Bank of America’s Michael Gapen said he believes Powell will stick to his June economic estimates, which suggested that most members expected more than one hike before the end of the year.“We do not think the Fed is ready to signal it is done with its tightening cycle,” BofA economists said in a note.They also said the Fed does not want to be committed in any manner, anticipating that Powell will emphasize the Fed’s continuing data dependency.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199143784104208,"gmtCreate":1689655138316,"gmtModify":1689655142447,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I would say META, its a no brainer for me. but the only company that might hinder them is Apple with all their restrictions like \"ask not to track\" there could be more of these and that \"might\"&nbsp;really affect META's growth.","listText":"I would say META, its a no brainer for me. but the only company that might hinder them is Apple with all their restrictions like \"ask not to track\" there could be more of these and that \"might\"&nbsp;really affect META's growth.","text":"I would say META, its a no brainer for me. but the only company that might hinder them is Apple with all their restrictions like \"ask not to track\" there could be more of these and that \"might\" really affect META's growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199143784104208","repostId":"2352773435","repostType":4,"repost":{"id":"2352773435","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1689647880,"share":"https://www.laohu8.com/m/news/2352773435?lang=&edition=full","pubTime":"2023-07-18 10:38","market":"us","language":"en","title":"Meta Platforms Vs. Alphabet: Which Big Tech Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2352773435","media":"Dow Jones","summary":"Investors can compare the Google and Facebook parent companies on key metrics, but the choice quickly becomes ‘extraordinarily subjective.’Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?The face-offElon Musk and Mark Zuckerberg have been wasting our time lately with talk of a cage fight. This Financial Face-off tackles a more relevant battle between two tech giants. The question: Whic","content":"<html><head></head><body><p>Investors can compare the Google and Facebook parent companies on key metrics, but the choice quickly becomes ‘extraordinarily subjective.’</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc7fca1b3451c39bc495bd3a431dd22c\" alt=\"Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?\" title=\"Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?\" tg-width=\"700\" tg-height=\"487\"/><span>Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?</span></p><h2 id=\"id_2814089263\" style=\"text-align: start;\">The face-off</h2><p style=\"text-align: start;\">Elon Musk and Mark Zuckerberg have been wasting our time lately with talk of a cage fight. This Financial Face-off tackles a more relevant battle between two tech giants. The question: Which big tech stock is a better buy for investors, Meta Platforms (formerly known as Facebook, where Zuckerberg is CEO) or Alphabet, the company that owns Google?</p><h2 id=\"id_907174600\">Why it matters</h2><p>From hastily Googling a dinner recipe on your commute home, to shopping for office attire on Facebook-owned Instagram, there’s no question that for many of us, these two tech companies are enmeshed in our daily lives. Maybe you’ve heard that you should “invest in what you know” and thought you should look into owning a piece of Meta or Alphabet. (For the record, the fund manager credited with coining “invest in what you know” says his advice has been widely misinterpreted.) Maybe you’ve heard that Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, and you want to know if you should get in on this action.</p><h2 id=\"id_1945952708\">How to compare stocks and decide which one is a better buy</h2><p>Your Financial Face-off columnist talked to two experts about how they would approach this comparison. I asked them how a novice investor should look at this question.</p><p>I learned that there’s no one right way to analyze stocks. It’s a mix of data-crunching and informed prognostication — with a dash of gut feeling.</p><p>“It’s tricky comparing them,” said Steve Sosnick, chief strategist at Interactive Brokers, an online investment trading platform. “It’s very different than comparing, let’s say, Exxon to Chevron or Ford to GM.” That’s because Meta and Alphabet are considered high-growth companies, while Exxon, Chevron, Ford and General Motors are considered value stocks. Growth stocks generally offer the potential for higher returns, but can be riskier to invest in because they are more volatile. Value stocks typically deliver consistent, but more modest returns. Meta and Alphabet are labeled high-growth partly because “they’ve been turbo-charged by AI enthusiasm and by how AI might affect their business,” Sosnick said. But picking which companies will be the winners and losers as AI emerges quickly becomes “extraordinarily subjective,” he said.</p><p>Advertisement</p><h2 id=\"id_3318501336\">‘The best AI company may not exist yet’</h2><p>The rise of the internet in the 1990s and early 2000s was a similar moment. It was as life-changing as everybody thought it would be, and perhaps more so, but that didn’t mean everyone made money investing in internet stocks, because the early winners weren’t necessarily the ultimate winners, Sosnick said. “Netscape and AOL were the two companies you had to be in,” Sosnick said. “Facebook and Google didn’t exist. The best AI company may not exist right now.”</p><p>Then there’s the question of whether these companies’ earnings are stable and can be replicated. When considering this, investors need to weigh factors outside their control. With Exxon and Chevron, that would be the price of oil. With Meta and Alphabet, one of those X factors is AI. “As unknowable as the price of oil is at any given time, it’s really unknowable what the ramifications of AI will be both on society, and on these particular companies,” Sosnick said. “It’s difficult to value something that is both so futuristic and something that is so intangible.”</p><h2 id=\"id_2906482968\">Metrics for measuring stocks</h2><p>But, there are, of course, plenty of tangibles investors can use to evaluate companies. One of the most common and simple ways is to look at a stock’s price-to-earnings ratio, or P/E ratio. The P/E ratio “gives investors a way to see what they’re paying for each $1 on a company’s bottom line,” wrote MarketWatch deputy investing and corporate news editor Tomi Kilgore in this helpful guide on how to use MarketWatch’s stock quote pages to research stocks. Meta’s quote page is here and Alphabet’s are here and here.) </p><p>The higher the P/E, the more expensive a stock is considered to be, while a lower P/E means a stock is considered a better buy. The S&amp;P 500 was trading at a forward P/E (meaning the P/E based on expected earnings, not past earnings) of 19.5 on July 14; Alphabet’s Class A shares had a forward P/E of 21, Meta’s was 23, according to FactSet.</p><p><strong><em>‘It’s really unknowable what the ramifications of AI will be both on society, and on these particular companies.’</em></strong></p><p>— Steve Sosnick, chief strategist at Interactive Brokers</p><p>Investors making a basic comparison between two value stocks might also look at numbers such as the dividend yield, Sosnick said, but in the case of Alphabet and Meta, dividend yields are not a factor, because growth companies don’t typically pay dividends.</p><p>Sosnick is also a fan of looking at a stock’s PEG ratio, which is a stock’s P/E ratio divided by the projected growth of its earnings. Stocks with lower PEG ratio can be considered better buys.</p><p>Meta’s and Alphabet’s P/E and PEG ratios stacked up pretty evenly in mid-June when MarketWatch talked to Sosnick. That was before Meta rolled out its “Twitter killer” social-media platform Threads, and before some analysts started voicing concerns about the impact of AI on Google’s search-ad business.</p><p>In cases where neither stock seems particularly expensive or cheap relative to the other, Sosnick said, “It really comes down to, who do you like better?” Investors need to ask themselves, “Whose vision of the future is better, and who is more likely to realize it, and who is more likely to profit from it? And who is more likely to get competition that could knock them off their perch?” In other words, if you want to invest in Meta, you have to believe in Mark Zuckerberg, Sosnick said.</p><h2 id=\"id_1006220965\">‘You’re trying to anticipate how well a company will do’</h2><p>Likewise, Dave Heger, a senior equity analyst with Edward Jones, also saw similarities between the companies’ metrics when he spoke to MarketWatch in mid-June. Heger evaluates stocks and writes opinion reports, rating a stock as either a “buy” or a “hold.” Heger had rated both Meta and Alphabet as “buy” when we talked. Financial advisers at Edward Jones then use his opinions when discussing possible investments with their clients. </p><p>Heger uses what’s called the “mosaic theory” to research a stock, taking pieces of information from several sources and putting them together to form a picture of a company. He’ll do this in part by talking to people inside a company, such as the chief financial officer, investor relations representatives or even the chief executive officer. Analysts also glean information by looking at data from independent sources on trends in a particular industry and by reading news articles. </p><p>One of the first things analysts like Heger do is to project a company’s revenue, expenses and earnings, to help determine what a stock should be worth. “The market in general is always forward-looking and you’re trying to anticipate how well a company will do, and price the stock based on those expectations,” Heger said. For both Alphabet and Meta, Heger has models that show quarter-by-quarter what the company’s results could be over the next two years, and even further out.</p><p>Based on his research, Heger gave your Financial Face-off columnist a quick sketch of each company’s business model, revenue sources and the risks they face from competitors and other sources. </p><p>Both Alphabet and Meta make most of their revenue from online advertising, he said. At Alphabet this is mostly search advertising, or ads that show up in Google search results. Google also makes money from the advertising on YouTube, which it owns, and by providing technology that helps other companies place ads on websites. Its other revenue sources include cloud computing, Google TV, its Android operating system and selling actual cell phones. While Google is dominant in search, it faces competition from the likes of Amazon and Target, whose websites people use as search engines when shopping for products, Heger noted.</p><p>Meta’s online advertising revenue comes mostly from its social-media sites: Facebook, Instagram, and Threads. The company also owns the messaging service WhatsApp. Another smaller part of Meta’s business is Reality Labs, where it’s trying to develop metaverse technology.</p><p>“In a nutshell how I would sum it up for Alphabet is that they’re a fairly diversified company in terms of how they generate revenue,” Heger said. “For some investors that may be appealing that you don’t have all your eggs in one basket.”</p><h2 id=\"id_2323625016\">The verdict</h2><p>My highly subjective personal take: Alphabet.</p><h2 id=\"id_2018867091\">My reasons</h2><p>Because these stocks line up similarly on basic metrics, I went with my gut. I chose Alphabet because its search tool feels like an indispensable part of daily life. Google is a verb that most of the world understands. Facebook, Instagram and Threads are forums we choose to visit when we want to, but Google functions more like a utility that we need. And it doesn’t come with the negative mental-health side effects of social media. I have no desire to follow the people behind Facebook and Instagram into the metaverse. Then again, Xerox was once a verb that meant to copy a piece of paper, but when was the last time you did that?</p><h2 id=\"id_1801433394\">Is my verdict best for you?</h2><p>On the other hand, why are you even looking at Meta vs. Alphabet, as in, why are you interested in buying individual stocks? Investors picking and trading individual stocks rarely beat the market. Instead of buying one of these stocks, you could get a piece of the Magnificent Seven with less risk by investing in an ETF, mutual fund or index fund that will let you own pieces of several different companies. Invesco’s QQQ exchange-traded fund, which tracks the Nasdaq-100 index, would accomplish this.</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>Meta Platforms Vs. Alphabet: Which Big Tech Stock Is a Better 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\">\nMeta Platforms Vs. Alphabet: Which Big Tech Stock Is a Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-18 10:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors can compare the Google and Facebook parent companies on key metrics, but the choice quickly becomes ‘extraordinarily subjective.’</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc7fca1b3451c39bc495bd3a431dd22c\" alt=\"Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?\" title=\"Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?\" tg-width=\"700\" tg-height=\"487\"/><span>Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?</span></p><h2 id=\"id_2814089263\" style=\"text-align: start;\">The face-off</h2><p style=\"text-align: start;\">Elon Musk and Mark Zuckerberg have been wasting our time lately with talk of a cage fight. This Financial Face-off tackles a more relevant battle between two tech giants. The question: Which big tech stock is a better buy for investors, Meta Platforms (formerly known as Facebook, where Zuckerberg is CEO) or Alphabet, the company that owns Google?</p><h2 id=\"id_907174600\">Why it matters</h2><p>From hastily Googling a dinner recipe on your commute home, to shopping for office attire on Facebook-owned Instagram, there’s no question that for many of us, these two tech companies are enmeshed in our daily lives. Maybe you’ve heard that you should “invest in what you know” and thought you should look into owning a piece of Meta or Alphabet. (For the record, the fund manager credited with coining “invest in what you know” says his advice has been widely misinterpreted.) Maybe you’ve heard that Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, and you want to know if you should get in on this action.</p><h2 id=\"id_1945952708\">How to compare stocks and decide which one is a better buy</h2><p>Your Financial Face-off columnist talked to two experts about how they would approach this comparison. I asked them how a novice investor should look at this question.</p><p>I learned that there’s no one right way to analyze stocks. It’s a mix of data-crunching and informed prognostication — with a dash of gut feeling.</p><p>“It’s tricky comparing them,” said Steve Sosnick, chief strategist at Interactive Brokers, an online investment trading platform. “It’s very different than comparing, let’s say, Exxon to Chevron or Ford to GM.” That’s because Meta and Alphabet are considered high-growth companies, while Exxon, Chevron, Ford and General Motors are considered value stocks. Growth stocks generally offer the potential for higher returns, but can be riskier to invest in because they are more volatile. Value stocks typically deliver consistent, but more modest returns. Meta and Alphabet are labeled high-growth partly because “they’ve been turbo-charged by AI enthusiasm and by how AI might affect their business,” Sosnick said. But picking which companies will be the winners and losers as AI emerges quickly becomes “extraordinarily subjective,” he said.</p><p>Advertisement</p><h2 id=\"id_3318501336\">‘The best AI company may not exist yet’</h2><p>The rise of the internet in the 1990s and early 2000s was a similar moment. It was as life-changing as everybody thought it would be, and perhaps more so, but that didn’t mean everyone made money investing in internet stocks, because the early winners weren’t necessarily the ultimate winners, Sosnick said. “Netscape and AOL were the two companies you had to be in,” Sosnick said. “Facebook and Google didn’t exist. The best AI company may not exist right now.”</p><p>Then there’s the question of whether these companies’ earnings are stable and can be replicated. When considering this, investors need to weigh factors outside their control. With Exxon and Chevron, that would be the price of oil. With Meta and Alphabet, one of those X factors is AI. “As unknowable as the price of oil is at any given time, it’s really unknowable what the ramifications of AI will be both on society, and on these particular companies,” Sosnick said. “It’s difficult to value something that is both so futuristic and something that is so intangible.”</p><h2 id=\"id_2906482968\">Metrics for measuring stocks</h2><p>But, there are, of course, plenty of tangibles investors can use to evaluate companies. One of the most common and simple ways is to look at a stock’s price-to-earnings ratio, or P/E ratio. The P/E ratio “gives investors a way to see what they’re paying for each $1 on a company’s bottom line,” wrote MarketWatch deputy investing and corporate news editor Tomi Kilgore in this helpful guide on how to use MarketWatch’s stock quote pages to research stocks. Meta’s quote page is here and Alphabet’s are here and here.) </p><p>The higher the P/E, the more expensive a stock is considered to be, while a lower P/E means a stock is considered a better buy. The S&amp;P 500 was trading at a forward P/E (meaning the P/E based on expected earnings, not past earnings) of 19.5 on July 14; Alphabet’s Class A shares had a forward P/E of 21, Meta’s was 23, according to FactSet.</p><p><strong><em>‘It’s really unknowable what the ramifications of AI will be both on society, and on these particular companies.’</em></strong></p><p>— Steve Sosnick, chief strategist at Interactive Brokers</p><p>Investors making a basic comparison between two value stocks might also look at numbers such as the dividend yield, Sosnick said, but in the case of Alphabet and Meta, dividend yields are not a factor, because growth companies don’t typically pay dividends.</p><p>Sosnick is also a fan of looking at a stock’s PEG ratio, which is a stock’s P/E ratio divided by the projected growth of its earnings. Stocks with lower PEG ratio can be considered better buys.</p><p>Meta’s and Alphabet’s P/E and PEG ratios stacked up pretty evenly in mid-June when MarketWatch talked to Sosnick. That was before Meta rolled out its “Twitter killer” social-media platform Threads, and before some analysts started voicing concerns about the impact of AI on Google’s search-ad business.</p><p>In cases where neither stock seems particularly expensive or cheap relative to the other, Sosnick said, “It really comes down to, who do you like better?” Investors need to ask themselves, “Whose vision of the future is better, and who is more likely to realize it, and who is more likely to profit from it? And who is more likely to get competition that could knock them off their perch?” In other words, if you want to invest in Meta, you have to believe in Mark Zuckerberg, Sosnick said.</p><h2 id=\"id_1006220965\">‘You’re trying to anticipate how well a company will do’</h2><p>Likewise, Dave Heger, a senior equity analyst with Edward Jones, also saw similarities between the companies’ metrics when he spoke to MarketWatch in mid-June. Heger evaluates stocks and writes opinion reports, rating a stock as either a “buy” or a “hold.” Heger had rated both Meta and Alphabet as “buy” when we talked. Financial advisers at Edward Jones then use his opinions when discussing possible investments with their clients. </p><p>Heger uses what’s called the “mosaic theory” to research a stock, taking pieces of information from several sources and putting them together to form a picture of a company. He’ll do this in part by talking to people inside a company, such as the chief financial officer, investor relations representatives or even the chief executive officer. Analysts also glean information by looking at data from independent sources on trends in a particular industry and by reading news articles. </p><p>One of the first things analysts like Heger do is to project a company’s revenue, expenses and earnings, to help determine what a stock should be worth. “The market in general is always forward-looking and you’re trying to anticipate how well a company will do, and price the stock based on those expectations,” Heger said. For both Alphabet and Meta, Heger has models that show quarter-by-quarter what the company’s results could be over the next two years, and even further out.</p><p>Based on his research, Heger gave your Financial Face-off columnist a quick sketch of each company’s business model, revenue sources and the risks they face from competitors and other sources. </p><p>Both Alphabet and Meta make most of their revenue from online advertising, he said. At Alphabet this is mostly search advertising, or ads that show up in Google search results. Google also makes money from the advertising on YouTube, which it owns, and by providing technology that helps other companies place ads on websites. Its other revenue sources include cloud computing, Google TV, its Android operating system and selling actual cell phones. While Google is dominant in search, it faces competition from the likes of Amazon and Target, whose websites people use as search engines when shopping for products, Heger noted.</p><p>Meta’s online advertising revenue comes mostly from its social-media sites: Facebook, Instagram, and Threads. The company also owns the messaging service WhatsApp. Another smaller part of Meta’s business is Reality Labs, where it’s trying to develop metaverse technology.</p><p>“In a nutshell how I would sum it up for Alphabet is that they’re a fairly diversified company in terms of how they generate revenue,” Heger said. “For some investors that may be appealing that you don’t have all your eggs in one basket.”</p><h2 id=\"id_2323625016\">The verdict</h2><p>My highly subjective personal take: Alphabet.</p><h2 id=\"id_2018867091\">My reasons</h2><p>Because these stocks line up similarly on basic metrics, I went with my gut. I chose Alphabet because its search tool feels like an indispensable part of daily life. Google is a verb that most of the world understands. Facebook, Instagram and Threads are forums we choose to visit when we want to, but Google functions more like a utility that we need. And it doesn’t come with the negative mental-health side effects of social media. I have no desire to follow the people behind Facebook and Instagram into the metaverse. Then again, Xerox was once a verb that meant to copy a piece of paper, but when was the last time you did that?</p><h2 id=\"id_1801433394\">Is my verdict best for you?</h2><p>On the other hand, why are you even looking at Meta vs. Alphabet, as in, why are you interested in buying individual stocks? Investors picking and trading individual stocks rarely beat the market. Instead of buying one of these stocks, you could get a piece of the Magnificent Seven with less risk by investing in an ETF, mutual fund or index fund that will let you own pieces of several different companies. Invesco’s QQQ exchange-traded fund, which tracks the Nasdaq-100 index, would accomplish this.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002232.USD":"Allianz Global High Payout USD","BK4574":"无人驾驶","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4099":"汽车制造商","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4516":"特朗普概念","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0122376428.USD":"贝莱德世界能源基金A2","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4507":"流媒体概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4576":"AR","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1150488135.SGD":"First Eagle Amundi Income Builder AHS-MD SGD-H","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4525":"远程办公概念","LU0079474960.USD":"联博美国增长基金A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","BK4538":"云计算","BK4077":"互动媒体与服务","META":"Meta Platforms","GOOGL":"谷歌A","BK4550":"红杉资本持仓","GOOG":"谷歌","BK4503":"景林资产持仓"},"source_url":"https://www.marketwatch.com/story/meta-platforms-vs-alphabet-which-big-tech-stock-is-a-better-buy-42a391c6?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352773435","content_text":"Investors can compare the Google and Facebook parent companies on key metrics, but the choice quickly becomes ‘extraordinarily subjective.’Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?The face-offElon Musk and Mark Zuckerberg have been wasting our time lately with talk of a cage fight. This Financial Face-off tackles a more relevant battle between two tech giants. The question: Which big tech stock is a better buy for investors, Meta Platforms (formerly known as Facebook, where Zuckerberg is CEO) or Alphabet, the company that owns Google?Why it mattersFrom hastily Googling a dinner recipe on your commute home, to shopping for office attire on Facebook-owned Instagram, there’s no question that for many of us, these two tech companies are enmeshed in our daily lives. Maybe you’ve heard that you should “invest in what you know” and thought you should look into owning a piece of Meta or Alphabet. (For the record, the fund manager credited with coining “invest in what you know” says his advice has been widely misinterpreted.) Maybe you’ve heard that Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, and you want to know if you should get in on this action.How to compare stocks and decide which one is a better buyYour Financial Face-off columnist talked to two experts about how they would approach this comparison. I asked them how a novice investor should look at this question.I learned that there’s no one right way to analyze stocks. It’s a mix of data-crunching and informed prognostication — with a dash of gut feeling.“It’s tricky comparing them,” said Steve Sosnick, chief strategist at Interactive Brokers, an online investment trading platform. “It’s very different than comparing, let’s say, Exxon to Chevron or Ford to GM.” That’s because Meta and Alphabet are considered high-growth companies, while Exxon, Chevron, Ford and General Motors are considered value stocks. Growth stocks generally offer the potential for higher returns, but can be riskier to invest in because they are more volatile. Value stocks typically deliver consistent, but more modest returns. Meta and Alphabet are labeled high-growth partly because “they’ve been turbo-charged by AI enthusiasm and by how AI might affect their business,” Sosnick said. But picking which companies will be the winners and losers as AI emerges quickly becomes “extraordinarily subjective,” he said.Advertisement‘The best AI company may not exist yet’The rise of the internet in the 1990s and early 2000s was a similar moment. It was as life-changing as everybody thought it would be, and perhaps more so, but that didn’t mean everyone made money investing in internet stocks, because the early winners weren’t necessarily the ultimate winners, Sosnick said. “Netscape and AOL were the two companies you had to be in,” Sosnick said. “Facebook and Google didn’t exist. The best AI company may not exist right now.”Then there’s the question of whether these companies’ earnings are stable and can be replicated. When considering this, investors need to weigh factors outside their control. With Exxon and Chevron, that would be the price of oil. With Meta and Alphabet, one of those X factors is AI. “As unknowable as the price of oil is at any given time, it’s really unknowable what the ramifications of AI will be both on society, and on these particular companies,” Sosnick said. “It’s difficult to value something that is both so futuristic and something that is so intangible.”Metrics for measuring stocksBut, there are, of course, plenty of tangibles investors can use to evaluate companies. One of the most common and simple ways is to look at a stock’s price-to-earnings ratio, or P/E ratio. The P/E ratio “gives investors a way to see what they’re paying for each $1 on a company’s bottom line,” wrote MarketWatch deputy investing and corporate news editor Tomi Kilgore in this helpful guide on how to use MarketWatch’s stock quote pages to research stocks. Meta’s quote page is here and Alphabet’s are here and here.) The higher the P/E, the more expensive a stock is considered to be, while a lower P/E means a stock is considered a better buy. The S&P 500 was trading at a forward P/E (meaning the P/E based on expected earnings, not past earnings) of 19.5 on July 14; Alphabet’s Class A shares had a forward P/E of 21, Meta’s was 23, according to FactSet.‘It’s really unknowable what the ramifications of AI will be both on society, and on these particular companies.’— Steve Sosnick, chief strategist at Interactive BrokersInvestors making a basic comparison between two value stocks might also look at numbers such as the dividend yield, Sosnick said, but in the case of Alphabet and Meta, dividend yields are not a factor, because growth companies don’t typically pay dividends.Sosnick is also a fan of looking at a stock’s PEG ratio, which is a stock’s P/E ratio divided by the projected growth of its earnings. Stocks with lower PEG ratio can be considered better buys.Meta’s and Alphabet’s P/E and PEG ratios stacked up pretty evenly in mid-June when MarketWatch talked to Sosnick. That was before Meta rolled out its “Twitter killer” social-media platform Threads, and before some analysts started voicing concerns about the impact of AI on Google’s search-ad business.In cases where neither stock seems particularly expensive or cheap relative to the other, Sosnick said, “It really comes down to, who do you like better?” Investors need to ask themselves, “Whose vision of the future is better, and who is more likely to realize it, and who is more likely to profit from it? And who is more likely to get competition that could knock them off their perch?” In other words, if you want to invest in Meta, you have to believe in Mark Zuckerberg, Sosnick said.‘You’re trying to anticipate how well a company will do’Likewise, Dave Heger, a senior equity analyst with Edward Jones, also saw similarities between the companies’ metrics when he spoke to MarketWatch in mid-June. Heger evaluates stocks and writes opinion reports, rating a stock as either a “buy” or a “hold.” Heger had rated both Meta and Alphabet as “buy” when we talked. Financial advisers at Edward Jones then use his opinions when discussing possible investments with their clients. Heger uses what’s called the “mosaic theory” to research a stock, taking pieces of information from several sources and putting them together to form a picture of a company. He’ll do this in part by talking to people inside a company, such as the chief financial officer, investor relations representatives or even the chief executive officer. Analysts also glean information by looking at data from independent sources on trends in a particular industry and by reading news articles. One of the first things analysts like Heger do is to project a company’s revenue, expenses and earnings, to help determine what a stock should be worth. “The market in general is always forward-looking and you’re trying to anticipate how well a company will do, and price the stock based on those expectations,” Heger said. For both Alphabet and Meta, Heger has models that show quarter-by-quarter what the company’s results could be over the next two years, and even further out.Based on his research, Heger gave your Financial Face-off columnist a quick sketch of each company’s business model, revenue sources and the risks they face from competitors and other sources. Both Alphabet and Meta make most of their revenue from online advertising, he said. At Alphabet this is mostly search advertising, or ads that show up in Google search results. Google also makes money from the advertising on YouTube, which it owns, and by providing technology that helps other companies place ads on websites. Its other revenue sources include cloud computing, Google TV, its Android operating system and selling actual cell phones. While Google is dominant in search, it faces competition from the likes of Amazon and Target, whose websites people use as search engines when shopping for products, Heger noted.Meta’s online advertising revenue comes mostly from its social-media sites: Facebook, Instagram, and Threads. The company also owns the messaging service WhatsApp. Another smaller part of Meta’s business is Reality Labs, where it’s trying to develop metaverse technology.“In a nutshell how I would sum it up for Alphabet is that they’re a fairly diversified company in terms of how they generate revenue,” Heger said. “For some investors that may be appealing that you don’t have all your eggs in one basket.”The verdictMy highly subjective personal take: Alphabet.My reasonsBecause these stocks line up similarly on basic metrics, I went with my gut. I chose Alphabet because its search tool feels like an indispensable part of daily life. Google is a verb that most of the world understands. Facebook, Instagram and Threads are forums we choose to visit when we want to, but Google functions more like a utility that we need. And it doesn’t come with the negative mental-health side effects of social media. I have no desire to follow the people behind Facebook and Instagram into the metaverse. Then again, Xerox was once a verb that meant to copy a piece of paper, but when was the last time you did that?Is my verdict best for you?On the other hand, why are you even looking at Meta vs. Alphabet, as in, why are you interested in buying individual stocks? Investors picking and trading individual stocks rarely beat the market. Instead of buying one of these stocks, you could get a piece of the Magnificent Seven with less risk by investing in an ETF, mutual fund or index fund that will let you own pieces of several different companies. Invesco’s QQQ exchange-traded fund, which tracks the Nasdaq-100 index, would accomplish this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197788136611848,"gmtCreate":1689322294017,"gmtModify":1689322297965,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"LETS GOOO!","listText":"LETS GOOO!","text":"LETS GOOO!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197788136611848","repostId":"1148292809","repostType":4,"repost":{"id":"1148292809","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1689304449,"share":"https://www.laohu8.com/m/news/1148292809?lang=&edition=full","pubTime":"2023-07-14 11:14","market":"us","language":"en","title":"TSMC Earnings Preview: 2Q Sales to Beat Estimates on Strong Demand for AI Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1148292809","media":"Tiger Newspress","summary":"TSMC's upcoming 2Q earnings result could exceed guidance, buoyed by a possible boost in fab utilization rate due to a surge in AI-related rush chip orders from Nvidia and other foundry customers. Gros","content":"<html><head></head><body><blockquote>TSMC&#39;s upcoming 2Q earnings result could exceed guidance, buoyed by a possible boost in fab utilization rate due to a surge in AI-related rush chip orders from Nvidia and other foundry customers.</blockquote><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, the world&#39;s largest contract chipmaker and a major Apple Inc supplier, is slated to report its second-quarter 2023 results before the market opens on Thursday, July 20th. The consensus adjusted net income estimate is $5.524B, according to Bloomberg.</p><h3 id=\"id_2883870257\">Latest Results</h3><p>TSMC posted a 2% rise in first-quarter net profit beating market expectations but still the smallest quarterly growth in almost four years as global economic woes dented demand for chips.</p><p>TSMC saw January-March net profit rise to T$206.9 billion ($6.76 billion) from T$202.7 billion a year earlier.</p><h3 id=\"id_1548923024\">Q2Guidance</h3><p style=\"text-align: left;\">Based on current business outlook, TSMC management expects revenue to be between US$ 15.2 billion and US$ 16 billion.</p><p style=\"text-align: left;\">Based on the exchange rate assumption of 1 US dollar to 30.4 NT dollars, management expects: Gross profit margin to be between 52% and 54%; Operating profit margin to be between 39.5% and 41.5%.</p><h3 id=\"id_2930966169\">TSMC Q2 Sales to Beat Estimates</h3><p>Taiwan Semiconductor Manufacturing Co. reported better-than-expected sales on a boom in artificial intelligence applications demanding more of the industry-leading firm’s chipmaking capacity.</p><p>Second-quarter sales totaled NT$480.8 billion ($15.3 billion) according to Bloomberg’s calculations, compared to an average analyst estimate of NT$476.2 billion. Revenue in June came in at NT$156.4 billion.</p><p>TSMC is the primary contract manufacturer of Nvidia Corp.’s AI accelerator chips, widely seen as the best hardware for training large data models such as the one underpinning OpenAI’s ChatGPT.</p><h3 id=\"id_897394575\">Strong Demand for AI Chips Drive TSMC&#39;s Revenue Rebound</h3><p>TSMC expects a significant revenue rebound in the year&#39;s second half.</p><p>The launch of new Apple Inc iPhones and strong demand for AI chips from Nvidia Corp, Broadcom Inc, and Advanced Micro Devices, Inc (AMD), with robust wafer-start momentum is likely to trigger the rebound.</p><p>Companies like TSMC had a challenging start during 2023 due to supply chain disruptions.  However, launching OpenAI and companies like Alphabet Inc, and Amazon.Com, Inc entering the AI race helped the sector redeem its losses.</p><p>Nvidia had placed additional orders at TSMC for chips. The chipmaker expects Q2 revenue of $11 billion thanks to the AI boom.</p><p>A key focus is TSMC&#39;s capacity expansion plan, particularly for advanced packaging, in response to escalated demand from Nvidia and other advanced chip designers. TSMC&#39;s US fab construction progress is another key factor -- with mass production set to start in 2H24 -- along with managing manpower supply challenges abroad, which could potentially affect overseas production.</p><h3 id=\"id_436962563\">Analyst Opinions</h3><p>Goldman Sachs analysts raised their target price for the company to NT$700. The stock has risen more than 25% since the beginning of the year, despite the company’s caution it may temper capital expenditure and revenue for 2023 might fall low- to mid-single digits in US dollar terms.</p><p>“We view TSMC as the key AI enabler among our Taiwan semi coverage thanks to its leadership stance in leading edge nodes and advanced packaging technology,” said Goldman Sachs analysts Bruce Lu and Evelyn Yu.</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>TSMC Earnings Preview: 2Q Sales to Beat Estimates on Strong Demand for AI Chips</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\">\nTSMC Earnings Preview: 2Q Sales to Beat Estimates on Strong Demand for AI Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-14 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>TSMC&#39;s upcoming 2Q earnings result could exceed guidance, buoyed by a possible boost in fab utilization rate due to a surge in AI-related rush chip orders from Nvidia and other foundry customers.</blockquote><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, the world&#39;s largest contract chipmaker and a major Apple Inc supplier, is slated to report its second-quarter 2023 results before the market opens on Thursday, July 20th. The consensus adjusted net income estimate is $5.524B, according to Bloomberg.</p><h3 id=\"id_2883870257\">Latest Results</h3><p>TSMC posted a 2% rise in first-quarter net profit beating market expectations but still the smallest quarterly growth in almost four years as global economic woes dented demand for chips.</p><p>TSMC saw January-March net profit rise to T$206.9 billion ($6.76 billion) from T$202.7 billion a year earlier.</p><h3 id=\"id_1548923024\">Q2Guidance</h3><p style=\"text-align: left;\">Based on current business outlook, TSMC management expects revenue to be between US$ 15.2 billion and US$ 16 billion.</p><p style=\"text-align: left;\">Based on the exchange rate assumption of 1 US dollar to 30.4 NT dollars, management expects: Gross profit margin to be between 52% and 54%; Operating profit margin to be between 39.5% and 41.5%.</p><h3 id=\"id_2930966169\">TSMC Q2 Sales to Beat Estimates</h3><p>Taiwan Semiconductor Manufacturing Co. reported better-than-expected sales on a boom in artificial intelligence applications demanding more of the industry-leading firm’s chipmaking capacity.</p><p>Second-quarter sales totaled NT$480.8 billion ($15.3 billion) according to Bloomberg’s calculations, compared to an average analyst estimate of NT$476.2 billion. Revenue in June came in at NT$156.4 billion.</p><p>TSMC is the primary contract manufacturer of Nvidia Corp.’s AI accelerator chips, widely seen as the best hardware for training large data models such as the one underpinning OpenAI’s ChatGPT.</p><h3 id=\"id_897394575\">Strong Demand for AI Chips Drive TSMC&#39;s Revenue Rebound</h3><p>TSMC expects a significant revenue rebound in the year&#39;s second half.</p><p>The launch of new Apple Inc iPhones and strong demand for AI chips from Nvidia Corp, Broadcom Inc, and Advanced Micro Devices, Inc (AMD), with robust wafer-start momentum is likely to trigger the rebound.</p><p>Companies like TSMC had a challenging start during 2023 due to supply chain disruptions.  However, launching OpenAI and companies like Alphabet Inc, and Amazon.Com, Inc entering the AI race helped the sector redeem its losses.</p><p>Nvidia had placed additional orders at TSMC for chips. The chipmaker expects Q2 revenue of $11 billion thanks to the AI boom.</p><p>A key focus is TSMC&#39;s capacity expansion plan, particularly for advanced packaging, in response to escalated demand from Nvidia and other advanced chip designers. TSMC&#39;s US fab construction progress is another key factor -- with mass production set to start in 2H24 -- along with managing manpower supply challenges abroad, which could potentially affect overseas production.</p><h3 id=\"id_436962563\">Analyst Opinions</h3><p>Goldman Sachs analysts raised their target price for the company to NT$700. The stock has risen more than 25% since the beginning of the year, despite the company’s caution it may temper capital expenditure and revenue for 2023 might fall low- to mid-single digits in US dollar terms.</p><p>“We view TSMC as the key AI enabler among our Taiwan semi coverage thanks to its leadership stance in leading edge nodes and advanced packaging technology,” said Goldman Sachs analysts Bruce Lu and Evelyn Yu.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148292809","content_text":"TSMC's upcoming 2Q earnings result could exceed guidance, buoyed by a possible boost in fab utilization rate due to a surge in AI-related rush chip orders from Nvidia and other foundry customers.Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker and a major Apple Inc supplier, is slated to report its second-quarter 2023 results before the market opens on Thursday, July 20th. The consensus adjusted net income estimate is $5.524B, according to Bloomberg.Latest ResultsTSMC posted a 2% rise in first-quarter net profit beating market expectations but still the smallest quarterly growth in almost four years as global economic woes dented demand for chips.TSMC saw January-March net profit rise to T$206.9 billion ($6.76 billion) from T$202.7 billion a year earlier.Q2GuidanceBased on current business outlook, TSMC management expects revenue to be between US$ 15.2 billion and US$ 16 billion.Based on the exchange rate assumption of 1 US dollar to 30.4 NT dollars, management expects: Gross profit margin to be between 52% and 54%; Operating profit margin to be between 39.5% and 41.5%.TSMC Q2 Sales to Beat EstimatesTaiwan Semiconductor Manufacturing Co. reported better-than-expected sales on a boom in artificial intelligence applications demanding more of the industry-leading firm’s chipmaking capacity.Second-quarter sales totaled NT$480.8 billion ($15.3 billion) according to Bloomberg’s calculations, compared to an average analyst estimate of NT$476.2 billion. Revenue in June came in at NT$156.4 billion.TSMC is the primary contract manufacturer of Nvidia Corp.’s AI accelerator chips, widely seen as the best hardware for training large data models such as the one underpinning OpenAI’s ChatGPT.Strong Demand for AI Chips Drive TSMC's Revenue ReboundTSMC expects a significant revenue rebound in the year's second half.The launch of new Apple Inc iPhones and strong demand for AI chips from Nvidia Corp, Broadcom Inc, and Advanced Micro Devices, Inc (AMD), with robust wafer-start momentum is likely to trigger the rebound.Companies like TSMC had a challenging start during 2023 due to supply chain disruptions.  However, launching OpenAI and companies like Alphabet Inc, and Amazon.Com, Inc entering the AI race helped the sector redeem its losses.Nvidia had placed additional orders at TSMC for chips. The chipmaker expects Q2 revenue of $11 billion thanks to the AI boom.A key focus is TSMC's capacity expansion plan, particularly for advanced packaging, in response to escalated demand from Nvidia and other advanced chip designers. TSMC's US fab construction progress is another key factor -- with mass production set to start in 2H24 -- along with managing manpower supply challenges abroad, which could potentially affect overseas production.Analyst OpinionsGoldman Sachs analysts raised their target price for the company to NT$700. The stock has risen more than 25% since the beginning of the year, despite the company’s caution it may temper capital expenditure and revenue for 2023 might fall low- to mid-single digits in US dollar terms.“We view TSMC as the key AI enabler among our Taiwan semi coverage thanks to its leadership stance in leading edge nodes and advanced packaging technology,” said Goldman Sachs analysts Bruce Lu and Evelyn Yu.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196008250343456,"gmtCreate":1688891093454,"gmtModify":1688891096832,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Lets gooo!&nbsp;","listText":"Lets gooo!&nbsp;","text":"Lets gooo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196008250343456","repostId":"2349694300","repostType":4,"repost":{"id":"2349694300","pubTimestamp":1688868876,"share":"https://www.laohu8.com/m/news/2349694300?lang=&edition=full","pubTime":"2023-07-09 10:14","market":"us","language":"en","title":"Analyst: Tesla Stock Could Hit $300","url":"https://stock-news.laohu8.com/highlight/detail?id=2349694300","media":"Motley Fool","summary":"After more than doubling already this year, one analyst thinks shares are headed even higher.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>As supply-chain bottlenecks ease, automotive production volume is soaring.</p></li><li><p>Vehicle production was a big headache for auto manufacturers this time last year.</p></li><li><p>This big question is whether Tesla&#39;s demand can grow as fast as its supply.</p></li></ul><p>While analysts are mixed regarding their expectations for <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company&#39;s better-than-expected second-quarter deliveries and Tesla&#39;s overall resilience in the face of an uncertain macroeconomic environment.</p><p>Let&#39;s take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock&#39;s more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla&#39;s manufacturing trends are no exception. This has <strong>Bank of America</strong> analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.</p><h2>The path to $300</h2><p>After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker&#39;s higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.</p><p>Supporting his case, Tesla&#39;s production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.</p><p>Production was a mess this time last year. Tesla&#39;s factory in China endured a significant pause in production during the first half of 2022 as the country&#39;s government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as &#34;supply chain hell&#34; in the second-quarter 2022 earnings call. </p><p>Note that Tesla&#39;s production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.</p><p>Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. </p><h2>1 key risk</h2><p>While it&#39;s good to see Tesla&#39;s production volume gaining momentum, the risk investors face is demand not living up to the automotive company&#39;s rapidly increasing production capacity. We&#39;ve already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.</p><p>So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn&#39;t count on this.</p><p>Whatever the case, it&#39;s certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy&#39;s bullish $300 12-month price target for the stock suggests that he believes Tesla&#39;s demand and deliveries will continue growing nicely throughout the year.</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>Analyst: Tesla Stock Could Hit $300</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\">\nAnalyst: Tesla Stock Could Hit $300\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-09 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla'...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/\">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.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2349694300","content_text":"KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla's demand can grow as fast as its supply.While analysts are mixed regarding their expectations for Tesla  stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company's better-than-expected second-quarter deliveries and Tesla's overall resilience in the face of an uncertain macroeconomic environment.Let's take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock's more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla's manufacturing trends are no exception. This has Bank of America analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.The path to $300After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker's higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.Supporting his case, Tesla's production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.Production was a mess this time last year. Tesla's factory in China endured a significant pause in production during the first half of 2022 as the country's government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as \"supply chain hell\" in the second-quarter 2022 earnings call. Note that Tesla's production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. 1 key riskWhile it's good to see Tesla's production volume gaining momentum, the risk investors face is demand not living up to the automotive company's rapidly increasing production capacity. We've already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn't count on this.Whatever the case, it's certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy's bullish $300 12-month price target for the stock suggests that he believes Tesla's demand and deliveries will continue growing nicely throughout the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193766147018864,"gmtCreate":1688358061643,"gmtModify":1688358065492,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wait for the reported Tesla&nbsp;Model 2 with lower price tag.[Miser]&nbsp;","listText":"Wait for the reported Tesla&nbsp;Model 2 with lower price tag.[Miser]&nbsp;","text":"Wait for the reported Tesla Model 2 with lower price tag.[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193766147018864","repostId":"2348340935","repostType":4,"repost":{"id":"2348340935","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1688355958,"share":"https://www.laohu8.com/m/news/2348340935?lang=&edition=full","pubTime":"2023-07-03 11:45","market":"us","language":"en","title":"Tesla Deliveries Are a Record. Will the Stock Go Up?","url":"https://stock-news.laohu8.com/highlight/detail?id=2348340935","media":"Dow Jones","summary":"Tesla delivered 466,140 vehicles in the second quarter. That's a record and better than Wall Street expected. It's a very good result. Still, it might not be enough to keep the stock moving higher, considering the starting point.The more than 466,000 units compares with about 423,000 delivered in the first quarter of 2023, and about 255,000 in the second quarter of 2022, when much of China was locked down to fight Covid-19.Tesla  produced 479,700 units. The gap between production and deliveries is 13,560. That's a small negative.Tesla has produced about 99,000 more cars than it has sold over the past few years. The current level represents about 19 days of inventory. That's low. The traditional auto industry typically operates between 30 and 60 days of sales on dealer lots.Even though Tesla's number doesn't compare to the overall industry, it makes sense to pay attention to the change in the Tesla number.Taking all the information provided in the second quarter report into consideratio","content":"<html><head></head><body><p>Tesla delivered 466,140 vehicles in the second quarter. That&#39;s a record and better than Wall Street expected. It&#39;s a very good result. Still, it might not be enough to keep the stock moving higher, considering the starting point.</p><p>The more than 466,000 units compares with about 423,000 delivered in the first quarter of 2023, and about 255,000 in the second quarter of 2022, when much of China was locked down to fight Covid-19.</p><p>Wall Street was looking for deliveries of about 445,000 to 447,000 cars. The company-compiled consensus call is about 447,000 units, close to the number compiled by Bloomberg. The consensus estimate on FactSet was about 445,000 units.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43c162574ea298f7761916eaf8cac92f\" tg-width=\"393\" tg-height=\"475\"/></p><p>Tesla beat those numbers by roughly 4% or 5%.</p><p>Tesla produced 479,700 units, also a record for any quarter. The gap between production and deliveries is 13,560. That’s a small negative. Still, the almost 14,000 number is smaller than the 17,933 difference between production and sales in the first quarter of 2023.</p><p style=\"text-align: start;\">A small gap between production and deliveries, when sales are growing, isn’t a surprise, but investors have been following the number, wondering if rising vehicle inventories means demand is waning.</p><p>Tesla has produced about 99,000 more cars than it has sold over the past few years. That level represents roughly 19 days of inventory. That’s low. The traditional auto industry typically operates between 30 and 60 days of sales on dealer lots.</p><p style=\"text-align: start;\">Even though Tesla’s number doesn’t compare to the overall industry, it makes sense to pay attention to the change in the Tesla number.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e2e0e0f313dbdfc16e42c9c06d48355\" tg-width=\"399\" tg-height=\"478\"/></p><p>Taking all the information provided in the second quarter report into consideration, it still isn’t easy to call what will happen to Tesla stock on Monday. <em>Barron’s</em> guess is flat. (<em>Barron’s</em> picked Tesla stock on Jan. 6, believing it would be a good year for Tesla.)</p><p style=\"text-align: start;\">Maybe we are conservative. Wedbush analyst Dan Ives expects shares to rise ahead of the July 4th holiday in the U.S. “Bears were expecting a bad print,” he tells <em>Barron’s</em>. “This was a trophy case quarter [for Tesla].”<strong> </strong>He rates Tesla shares Buy and has a $300 price target for Tesla stock.</p><p style=\"text-align: start;\">Numbers are good. Still starting points matter. Coming into Monday trading, Tesla stock is up 22% over the past month and up 113% so far this year. The S&amp;P 500 and Nasdaq Composite are up about 16% and 32% this year, respectively.</p><p style=\"text-align: start;\">It’s the third-best start to a year in the history of Tesla stock. Shares gained about 158% in the first half of 2020 and about 217% in the first half of 2013. Tesla stock was one of 13 stocks in the Russell 1000 to double, or better, in the first half of the year. That kind of performance means investors want excellent news when things such as deliveries or earnings come up.</p><p style=\"text-align: start;\">Delivering almost 20,000 units more than Street estimates is very good news, but is it good enough news?</p><p style=\"text-align: start;\">Bernstein analyst Toni Sacconaghi called results “solid” in a Sunday report. It isn’t enough to knock him off his Sell rating. He still has his concerns. “Despite significant price cuts and quarter-end promotions in Q2, lead times on all Tesla models are low,” wrote the analyst. “We believe the company drew down backlog in Q2.” That means deliveries were greater than orders. Combined with low lead times he is still worried about demand.</p><p style=\"text-align: start;\">Sacconaghi’s price target is $150 a share.</p><p style=\"text-align: start;\">Whatever happens, the reaction to a delivery report gives investors information, but it doesn’t always, if ever, set the long-term direction of the stock. Deliveries were fine. Tesla stock, don’t forget, dropped 6% after record Q1 deliveries were reported on April 2. Shares closed at $194.77 on April 3, the trading day after deliveries were released. They closed the first half at $261.77.</p><p style=\"text-align: start;\">When delivery numbers beat the Street, Tesla stock typically goes up between the delivery report and earnings about two-thirds of the time. It isn’t hard to understand why. Better deliveries mean rising earnings estimates.</p><p style=\"text-align: start;\">Tesla’s second quarter earnings report is slated for July 19. Wall Street is projecting earnings per share of about 77 cents, down from 85 cents reported in the first quarter. That looks low now, given deliveries. EPS matters, but the most closely watched number coming in the second quarter financial results might be operating profit margins.</p><p style=\"text-align: start;\">Tesla cut prices significantly at the start of 2023 to boost demand amid rising interest rates and a slowing economy. Lower prices have kept demand high but at the expense of profit margins.</p><p style=\"text-align: start;\">Operating-profit margins fell to about 11% in the first quarter from 19% a year earlier. For the second quarter, analysts project stable operating profit margins of about 11%, down from about 15% reported in the second quarter of 2022.</p><p style=\"text-align: start;\">For the full year, Wall Street expects Tesla to deliver about 1.8 million units. If Tesla just repeats the second quarter number in the third and fourth quarter it will end up delivering about 1.82 million units. Over the past 12 months, Tesla has delivered 1.64 million vehicles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are a Record. Will the Stock Go Up?</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 Deliveries Are a Record. Will the Stock Go Up?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-03 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla delivered 466,140 vehicles in the second quarter. That&#39;s a record and better than Wall Street expected. It&#39;s a very good result. Still, it might not be enough to keep the stock moving higher, considering the starting point.</p><p>The more than 466,000 units compares with about 423,000 delivered in the first quarter of 2023, and about 255,000 in the second quarter of 2022, when much of China was locked down to fight Covid-19.</p><p>Wall Street was looking for deliveries of about 445,000 to 447,000 cars. The company-compiled consensus call is about 447,000 units, close to the number compiled by Bloomberg. The consensus estimate on FactSet was about 445,000 units.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43c162574ea298f7761916eaf8cac92f\" tg-width=\"393\" tg-height=\"475\"/></p><p>Tesla beat those numbers by roughly 4% or 5%.</p><p>Tesla produced 479,700 units, also a record for any quarter. The gap between production and deliveries is 13,560. That’s a small negative. Still, the almost 14,000 number is smaller than the 17,933 difference between production and sales in the first quarter of 2023.</p><p style=\"text-align: start;\">A small gap between production and deliveries, when sales are growing, isn’t a surprise, but investors have been following the number, wondering if rising vehicle inventories means demand is waning.</p><p>Tesla has produced about 99,000 more cars than it has sold over the past few years. That level represents roughly 19 days of inventory. That’s low. The traditional auto industry typically operates between 30 and 60 days of sales on dealer lots.</p><p style=\"text-align: start;\">Even though Tesla’s number doesn’t compare to the overall industry, it makes sense to pay attention to the change in the Tesla number.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e2e0e0f313dbdfc16e42c9c06d48355\" tg-width=\"399\" tg-height=\"478\"/></p><p>Taking all the information provided in the second quarter report into consideration, it still isn’t easy to call what will happen to Tesla stock on Monday. <em>Barron’s</em> guess is flat. (<em>Barron’s</em> picked Tesla stock on Jan. 6, believing it would be a good year for Tesla.)</p><p style=\"text-align: start;\">Maybe we are conservative. Wedbush analyst Dan Ives expects shares to rise ahead of the July 4th holiday in the U.S. “Bears were expecting a bad print,” he tells <em>Barron’s</em>. “This was a trophy case quarter [for Tesla].”<strong> </strong>He rates Tesla shares Buy and has a $300 price target for Tesla stock.</p><p style=\"text-align: start;\">Numbers are good. Still starting points matter. Coming into Monday trading, Tesla stock is up 22% over the past month and up 113% so far this year. The S&amp;P 500 and Nasdaq Composite are up about 16% and 32% this year, respectively.</p><p style=\"text-align: start;\">It’s the third-best start to a year in the history of Tesla stock. Shares gained about 158% in the first half of 2020 and about 217% in the first half of 2013. Tesla stock was one of 13 stocks in the Russell 1000 to double, or better, in the first half of the year. That kind of performance means investors want excellent news when things such as deliveries or earnings come up.</p><p style=\"text-align: start;\">Delivering almost 20,000 units more than Street estimates is very good news, but is it good enough news?</p><p style=\"text-align: start;\">Bernstein analyst Toni Sacconaghi called results “solid” in a Sunday report. It isn’t enough to knock him off his Sell rating. He still has his concerns. “Despite significant price cuts and quarter-end promotions in Q2, lead times on all Tesla models are low,” wrote the analyst. “We believe the company drew down backlog in Q2.” That means deliveries were greater than orders. Combined with low lead times he is still worried about demand.</p><p style=\"text-align: start;\">Sacconaghi’s price target is $150 a share.</p><p style=\"text-align: start;\">Whatever happens, the reaction to a delivery report gives investors information, but it doesn’t always, if ever, set the long-term direction of the stock. Deliveries were fine. Tesla stock, don’t forget, dropped 6% after record Q1 deliveries were reported on April 2. Shares closed at $194.77 on April 3, the trading day after deliveries were released. They closed the first half at $261.77.</p><p style=\"text-align: start;\">When delivery numbers beat the Street, Tesla stock typically goes up between the delivery report and earnings about two-thirds of the time. It isn’t hard to understand why. Better deliveries mean rising earnings estimates.</p><p style=\"text-align: start;\">Tesla’s second quarter earnings report is slated for July 19. Wall Street is projecting earnings per share of about 77 cents, down from 85 cents reported in the first quarter. That looks low now, given deliveries. EPS matters, but the most closely watched number coming in the second quarter financial results might be operating profit margins.</p><p style=\"text-align: start;\">Tesla cut prices significantly at the start of 2023 to boost demand amid rising interest rates and a slowing economy. Lower prices have kept demand high but at the expense of profit margins.</p><p style=\"text-align: start;\">Operating-profit margins fell to about 11% in the first quarter from 19% a year earlier. For the second quarter, analysts project stable operating profit margins of about 11%, down from about 15% reported in the second quarter of 2022.</p><p style=\"text-align: start;\">For the full year, Wall Street expects Tesla to deliver about 1.8 million units. If Tesla just repeats the second quarter number in the third and fourth quarter it will end up delivering about 1.82 million units. Over the past 12 months, Tesla has delivered 1.64 million vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2348340935","content_text":"Tesla delivered 466,140 vehicles in the second quarter. That's a record and better than Wall Street expected. It's a very good result. Still, it might not be enough to keep the stock moving higher, considering the starting point.The more than 466,000 units compares with about 423,000 delivered in the first quarter of 2023, and about 255,000 in the second quarter of 2022, when much of China was locked down to fight Covid-19.Wall Street was looking for deliveries of about 445,000 to 447,000 cars. The company-compiled consensus call is about 447,000 units, close to the number compiled by Bloomberg. The consensus estimate on FactSet was about 445,000 units.Tesla beat those numbers by roughly 4% or 5%.Tesla produced 479,700 units, also a record for any quarter. The gap between production and deliveries is 13,560. That’s a small negative. Still, the almost 14,000 number is smaller than the 17,933 difference between production and sales in the first quarter of 2023.A small gap between production and deliveries, when sales are growing, isn’t a surprise, but investors have been following the number, wondering if rising vehicle inventories means demand is waning.Tesla has produced about 99,000 more cars than it has sold over the past few years. That level represents roughly 19 days of inventory. That’s low. The traditional auto industry typically operates between 30 and 60 days of sales on dealer lots.Even though Tesla’s number doesn’t compare to the overall industry, it makes sense to pay attention to the change in the Tesla number.Taking all the information provided in the second quarter report into consideration, it still isn’t easy to call what will happen to Tesla stock on Monday. Barron’s guess is flat. (Barron’s picked Tesla stock on Jan. 6, believing it would be a good year for Tesla.)Maybe we are conservative. Wedbush analyst Dan Ives expects shares to rise ahead of the July 4th holiday in the U.S. “Bears were expecting a bad print,” he tells Barron’s. “This was a trophy case quarter [for Tesla].” He rates Tesla shares Buy and has a $300 price target for Tesla stock.Numbers are good. Still starting points matter. Coming into Monday trading, Tesla stock is up 22% over the past month and up 113% so far this year. The S&P 500 and Nasdaq Composite are up about 16% and 32% this year, respectively.It’s the third-best start to a year in the history of Tesla stock. Shares gained about 158% in the first half of 2020 and about 217% in the first half of 2013. Tesla stock was one of 13 stocks in the Russell 1000 to double, or better, in the first half of the year. That kind of performance means investors want excellent news when things such as deliveries or earnings come up.Delivering almost 20,000 units more than Street estimates is very good news, but is it good enough news?Bernstein analyst Toni Sacconaghi called results “solid” in a Sunday report. It isn’t enough to knock him off his Sell rating. He still has his concerns. “Despite significant price cuts and quarter-end promotions in Q2, lead times on all Tesla models are low,” wrote the analyst. “We believe the company drew down backlog in Q2.” That means deliveries were greater than orders. Combined with low lead times he is still worried about demand.Sacconaghi’s price target is $150 a share.Whatever happens, the reaction to a delivery report gives investors information, but it doesn’t always, if ever, set the long-term direction of the stock. Deliveries were fine. Tesla stock, don’t forget, dropped 6% after record Q1 deliveries were reported on April 2. Shares closed at $194.77 on April 3, the trading day after deliveries were released. They closed the first half at $261.77.When delivery numbers beat the Street, Tesla stock typically goes up between the delivery report and earnings about two-thirds of the time. It isn’t hard to understand why. Better deliveries mean rising earnings estimates.Tesla’s second quarter earnings report is slated for July 19. Wall Street is projecting earnings per share of about 77 cents, down from 85 cents reported in the first quarter. That looks low now, given deliveries. EPS matters, but the most closely watched number coming in the second quarter financial results might be operating profit margins.Tesla cut prices significantly at the start of 2023 to boost demand amid rising interest rates and a slowing economy. Lower prices have kept demand high but at the expense of profit margins.Operating-profit margins fell to about 11% in the first quarter from 19% a year earlier. For the second quarter, analysts project stable operating profit margins of about 11%, down from about 15% reported in the second quarter of 2022.For the full year, Wall Street expects Tesla to deliver about 1.8 million units. If Tesla just repeats the second quarter number in the third and fourth quarter it will end up delivering about 1.82 million units. Over the past 12 months, Tesla has delivered 1.64 million vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189939424600312,"gmtCreate":1687397655539,"gmtModify":1687397659151,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Yes, yes of corse.&nbsp;","listText":"Yes, yes of corse.&nbsp;","text":"Yes, yes of corse.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189939424600312","repostId":"2345527345","repostType":4,"repost":{"id":"2345527345","pubTimestamp":1687396550,"share":"https://www.laohu8.com/m/news/2345527345?lang=&edition=full","pubTime":"2023-06-22 09:15","market":"us","language":"en","title":"Could AMD Become the Next Nvidia?","url":"https://stock-news.laohu8.com/highlight/detail?id=2345527345","media":"Motley Fool","summary":"The smaller chipmaker is trying to take a leaf out of the AI giant's playbook.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>AMD&#39;s AI-focused data center chips are now sampling with customers.</p></li><li><p>Nvidia has already made a big dent in the market for AI chips, and AMD is now playing catch-up.</p></li><li><p>Nvidia is expected to clock faster growth than AMD and trades at a relatively cheaper valuation.</p></li></ul><p>There are a lot of similarities between <strong>Advanced Micro Devices</strong> (AMD) and <strong>Nvidia</strong>, two semiconductor companies that have set the stock market on fire in 2023 with gains of 85% and 192%, respectively.</p><p>Both companies make chips that are used in personal computers (PCs), gaming consoles, and data centers. However, Nvidia has pulled significantly ahead of AMD of late even though both companies are facing the same headwinds. For example, AMD now has a market cap of $193 billion, while Nvidia is now a $1 trillion company.</p><p>The weakness in the PC market has led to a sharp decline in the revenue and earnings of AMD and Nvidia in recent quarters, but the latter has put that headwind in the rearview mirror thanks to the strength of the data center business.</p><p>Specifically, Nvidia is reaping the rewards of its dominance in the enterprise graphics processing unit (GPU) market, a niche that&#39;s witnessing an explosion in demand thanks to the adoption of artificial intelligence (AI) applications. Nvidia&#39;s data center strength is expected to help the company deliver 59% revenue growth this fiscal year to nearly $43 billion. Meanwhile, the semiconductor giant&#39;s earnings are expected to more than double to $7.32 per share in the current fiscal year.</p><p>AMD&#39;s revenue, on the other hand, is expected to drop 2.6% to $23 billion, while earnings could contract 18% to $2.86 per share. However, the smaller chipmaker is now trying to turn things around by jumping into a market that has helped Nvidia pull ahead. But will this move help AMD become the next Nvidia? Let&#39;s find out.</p><h2>AMD wants a piece of the AI market</h2><p>AMD has missed out on the sudden burst in demand for graphics cards that power AI applications. Nvidia reportedly controls 80% to 95% of this market as per analysts&#39; estimates, and this is the reason why the company&#39;s data center revenue increased 14% year over year in the first quarter of fiscal 2024 to $4.28 billion.</p><p>AMD&#39;s data center revenue, on the other hand, was flat year over year in the first quarter of 2023 at $1.3 billion. Nvidia expects to deliver even stronger data center growth in the fiscal second quarter, which is evident from the company&#39;s revenue guidance of $11 billion -- an increase of 64% over the prior-year period. That&#39;s not surprising, as the company&#39;s data center GPUs are in hot demand and reportedly command a waiting period.</p><p>AMD, meanwhile, recently introduced its MI300X GPU that&#39;s meant for accelerating generative AI applications. The company claims that this chip can provide &#34;the compute and memory efficiency needed for large language model training and inference for generative AI workloads.&#34; What&#39;s more, AMD has clubbed together eight MI300X accelerators as a part of its Instinct Platform and claims that it can provide &#34;the ultimate solution for AI inference and training.&#34;</p><p>There is no doubt that AMD is moving in the right direction with these moves, especially considering that the market for AI chips could generate $227 billion in annual revenue by 2032 as compared to $17 billion last year, according to Precedence Research. However, AMD&#39;s MI300X AI accelerator will start sampling with customers in the third quarter of 2023, while Nvidia&#39;s chips are already selling like hotcakes.</p><h2>Catching Nvidia isn&#39;t going to be easy</h2><p>It remains to be seen how AMD&#39;s AI-focused accelerators fare against Nvidia, but it is evident that the former is now playing catch-up in this space. Nvidia&#39;s existing data center accelerators are already in tremendous demand, which is why the chipmaker is busy expanding the supply of its chips. It is estimated that Nvidia is reportedly looking to procure an additional 600,000 of its A100 and H100 data center GPUs in 2023.</p><p>The A100 chip carries a price tag of roughly $16,000, while the H100 reportedly starts at a base price of $33,000. This indicates that Nvidia could witness additional revenue in the range of $9 billion to $20 billion this year if it can manage to procure the additional supply.</p><p>In simpler words, Nvidia and AMD are on different planes right now in the data center market. AMD is trying to get its AI-driven growth off the ground, while Nvidia has already raced ahead. What&#39;s more, Nvidia is looking to make its presence felt in server processors, a market that has played an important role in driving AMD&#39;s growth in recent years.</p><p>Nvidia&#39;s ARM-based Grace server chips are already sampling with customers. Given that the share of ARM processors in servers is expected to jump to 22% in 2025, according to market research firm TrendForce, as compared to this year&#39;s estimate of just 8%, Nvidia could continue to solidify its position in the data center space at AMD&#39;s expense.</p><p>Not surprisingly, Nvidia is expected to clock stronger growth as compared to AMD.</p><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>Period</strong></p></th><th style=\"text-align:left;\"><p><strong>Nvidia revenue estimate (in $billion)</strong></p></th><th style=\"text-align:left;\"><p><strong>Year-over-year growth (%)</strong></p></th><th style=\"text-align:left;\"><p><strong>AMD revenue estimate (in $billion)</strong></p></th><th style=\"text-align:left;\"><p><strong>Year-over-year growth (%)</strong></p></th></tr></tbody><tbody><tr><td data-colwidth=\"147\" style=\"text-align:left;width:147px;\"><p>Current fiscal year</p></td><td data-colwidth=\"244\" style=\"text-align:left;width:244px;\"><p>$43</p></td><td data-colwidth=\"175\" style=\"text-align:left;width:175px;\"><p>59%</p></td><td data-colwidth=\"235\" style=\"text-align:left;width:235px;\"><p>$23</p></td><td data-colwidth=\"175\" style=\"text-align:left;width:175px;\"><p>(2.70%)</p></td></tr><tr><td data-colwidth=\"147\" style=\"text-align:left;width:147px;\"><p>Next fiscal year</p></td><td data-colwidth=\"244\" style=\"text-align:left;width:244px;\"><p>$52</p></td><td data-colwidth=\"175\" style=\"text-align:left;width:175px;\"><p>21%</p></td><td data-colwidth=\"235\" style=\"text-align:left;width:235px;\"><p>$27</p></td><td data-colwidth=\"175\" style=\"text-align:left;width:175px;\"><p>17%</p></td></tr><tr><td data-colwidth=\"147\" style=\"text-align:left;width:147px;\"><p>Two fiscal years ahead</p></td><td data-colwidth=\"244\" style=\"text-align:left;width:244px;\"><p>$65</p></td><td data-colwidth=\"175\" style=\"text-align:left;width:175px;\"><p>25%</p></td><td data-colwidth=\"235\" style=\"text-align:left;width:235px;\"><p>$31</p></td><td data-colwidth=\"175\" style=\"text-align:left;width:175px;\"><p>15%</p></td></tr></tbody></table><p>Source: YCharts.</p><p>Additionally, analysts are expecting annual earnings growth of just 9% from AMD for the next five years. Nvidia&#39;s earnings are expected to clock faster annual growth of 20% during the same period, though it could grow at a faster pace given the multiple catalysts it is sitting on.</p><p>In the end, it can be said that AMD doesn&#39;t seem to be in a position to become the next Nvidia right now. Of course, things could change if AMD&#39;s AI-focused products become successful. But it would be wise for investors to wait for that to happen since the tech stock is trading at a whopping 630 times trailing earnings, a multiple that makes Nvidia a better buy since it is trading at a relatively cheaper 230 times trailing earnings.</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>Could AMD Become the Next Nvidia?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould AMD Become the Next Nvidia?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/21/could-amd-become-the-next-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAMD's AI-focused data center chips are now sampling with customers.Nvidia has already made a big dent in the market for AI chips, and AMD is now playing catch-up.Nvidia is expected to clock ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/21/could-amd-become-the-next-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","NVDA":"英伟达","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4512":"苹果概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","BK4529":"IDC概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4587":"ChatGPT概念","BK4566":"资本集团","BK4575":"芯片概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","AMD":"美国超微公司","BK4579":"人工智能","BK4550":"红杉资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4588":"碎股","BK4141":"半导体产品","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://www.fool.com/investing/2023/06/21/could-amd-become-the-next-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345527345","content_text":"KEY POINTSAMD's AI-focused data center chips are now sampling with customers.Nvidia has already made a big dent in the market for AI chips, and AMD is now playing catch-up.Nvidia is expected to clock faster growth than AMD and trades at a relatively cheaper valuation.There are a lot of similarities between Advanced Micro Devices (AMD) and Nvidia, two semiconductor companies that have set the stock market on fire in 2023 with gains of 85% and 192%, respectively.Both companies make chips that are used in personal computers (PCs), gaming consoles, and data centers. However, Nvidia has pulled significantly ahead of AMD of late even though both companies are facing the same headwinds. For example, AMD now has a market cap of $193 billion, while Nvidia is now a $1 trillion company.The weakness in the PC market has led to a sharp decline in the revenue and earnings of AMD and Nvidia in recent quarters, but the latter has put that headwind in the rearview mirror thanks to the strength of the data center business.Specifically, Nvidia is reaping the rewards of its dominance in the enterprise graphics processing unit (GPU) market, a niche that's witnessing an explosion in demand thanks to the adoption of artificial intelligence (AI) applications. Nvidia's data center strength is expected to help the company deliver 59% revenue growth this fiscal year to nearly $43 billion. Meanwhile, the semiconductor giant's earnings are expected to more than double to $7.32 per share in the current fiscal year.AMD's revenue, on the other hand, is expected to drop 2.6% to $23 billion, while earnings could contract 18% to $2.86 per share. However, the smaller chipmaker is now trying to turn things around by jumping into a market that has helped Nvidia pull ahead. But will this move help AMD become the next Nvidia? Let's find out.AMD wants a piece of the AI marketAMD has missed out on the sudden burst in demand for graphics cards that power AI applications. Nvidia reportedly controls 80% to 95% of this market as per analysts' estimates, and this is the reason why the company's data center revenue increased 14% year over year in the first quarter of fiscal 2024 to $4.28 billion.AMD's data center revenue, on the other hand, was flat year over year in the first quarter of 2023 at $1.3 billion. Nvidia expects to deliver even stronger data center growth in the fiscal second quarter, which is evident from the company's revenue guidance of $11 billion -- an increase of 64% over the prior-year period. That's not surprising, as the company's data center GPUs are in hot demand and reportedly command a waiting period.AMD, meanwhile, recently introduced its MI300X GPU that's meant for accelerating generative AI applications. The company claims that this chip can provide \"the compute and memory efficiency needed for large language model training and inference for generative AI workloads.\" What's more, AMD has clubbed together eight MI300X accelerators as a part of its Instinct Platform and claims that it can provide \"the ultimate solution for AI inference and training.\"There is no doubt that AMD is moving in the right direction with these moves, especially considering that the market for AI chips could generate $227 billion in annual revenue by 2032 as compared to $17 billion last year, according to Precedence Research. However, AMD's MI300X AI accelerator will start sampling with customers in the third quarter of 2023, while Nvidia's chips are already selling like hotcakes.Catching Nvidia isn't going to be easyIt remains to be seen how AMD's AI-focused accelerators fare against Nvidia, but it is evident that the former is now playing catch-up in this space. Nvidia's existing data center accelerators are already in tremendous demand, which is why the chipmaker is busy expanding the supply of its chips. It is estimated that Nvidia is reportedly looking to procure an additional 600,000 of its A100 and H100 data center GPUs in 2023.The A100 chip carries a price tag of roughly $16,000, while the H100 reportedly starts at a base price of $33,000. This indicates that Nvidia could witness additional revenue in the range of $9 billion to $20 billion this year if it can manage to procure the additional supply.In simpler words, Nvidia and AMD are on different planes right now in the data center market. AMD is trying to get its AI-driven growth off the ground, while Nvidia has already raced ahead. What's more, Nvidia is looking to make its presence felt in server processors, a market that has played an important role in driving AMD's growth in recent years.Nvidia's ARM-based Grace server chips are already sampling with customers. Given that the share of ARM processors in servers is expected to jump to 22% in 2025, according to market research firm TrendForce, as compared to this year's estimate of just 8%, Nvidia could continue to solidify its position in the data center space at AMD's expense.Not surprisingly, Nvidia is expected to clock stronger growth as compared to AMD.PeriodNvidia revenue estimate (in $billion)Year-over-year growth (%)AMD revenue estimate (in $billion)Year-over-year growth (%)Current fiscal year$4359%$23(2.70%)Next fiscal year$5221%$2717%Two fiscal years ahead$6525%$3115%Source: YCharts.Additionally, analysts are expecting annual earnings growth of just 9% from AMD for the next five years. Nvidia's earnings are expected to clock faster annual growth of 20% during the same period, though it could grow at a faster pace given the multiple catalysts it is sitting on.In the end, it can be said that AMD doesn't seem to be in a position to become the next Nvidia right now. Of course, things could change if AMD's AI-focused products become successful. But it would be wise for investors to wait for that to happen since the tech stock is trading at a whopping 630 times trailing earnings, a multiple that makes Nvidia a better buy since it is trading at a relatively cheaper 230 times trailing earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":201345228865576,"gmtCreate":1690187316862,"gmtModify":1690187320049,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Its going to be on sale again RIP my wallet, i need more funds!&nbsp;","listText":"Its going to be on sale again RIP my wallet, i need more funds!&nbsp;","text":"Its going to be on sale again RIP my wallet, i need more funds!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201345228865576","repostId":"1160245691","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947809609,"gmtCreate":1682752336902,"gmtModify":1682752341347,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947809609","repostId":"2330579576","repostType":4,"repost":{"id":"2330579576","pubTimestamp":1682737200,"share":"https://www.laohu8.com/m/news/2330579576?lang=&edition=full","pubTime":"2023-04-29 11:00","market":"us","language":"en","title":"Microsoft Stock Surged After Earnings: Is It Too Late to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2330579576","media":"Motley Fool","summary":"Artificial intelligence may have breathed new life into Microsoft stock.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Microsoft posted steady growth numbers for its fiscal third quarter.</p></li><li><p>Its Bing search engine has become a perceived competitive threat to Google search.</p></li><li><p>That said, investors should watch valuations.</p></li></ul><p><strong>Microsoft</strong>&#39;s stock was already on the rise in 2023 (up 17%) when it reported earnings for the fiscal third quarter of 2023 (ended March 31) on April 25. After the report&#39;s release, its stock shot another 8% higher as investors celebrated its results amid what has become a brutal bear market for Microsoft and its peers.</p><p>Does the latest report and the resulting bump suggest Microsoft stock is trading at a premium and should be avoided right now, or is the stock at the beginning of its next bull market and investors should jump in and hold on?</p><h2>The fiscal Q3 report</h2><p>For the third quarter of fiscal 2023, Microsoft reported revenue of $53 billion, a 7% increase year over year. The intelligent cloud and the productivity and business processes segments each grew revenues by double-digit percentages, with Azure and other cloud services reporting 27% year-over-year growth. Still, the 9% year-over-year decline in the personal computing segment weighed on the overall top line.</p><p>In the quarter, Microsoft managed to boost bottom-line earnings by limiting growth in the cost of revenue and operating expenses. That resulted in a net income of more than $18 billion, a year-over-year increase of 10%.</p><h2>What&#39;s driving Microsoft&#39;s growth?</h2><p>One important change agent for Microsoft stock is undoubtedly artificial intelligence (AI). That technology has played a critical role in Azure as well as its suite of software products.</p><p>Among the functions powered by AI is its ability to identify and respond to security threats, help users find needed data, and better answer customer questions. Also, it empowers Microsoft 365 Copilot, supercharging its productivity software to perform tasks such as turning documents into presentations, summarizing data, and helping users write emails.</p><p>Nonetheless, its most dramatic change came from a surprising area: search. The company&#39;s alliance with OpenAI resulted in ChatGPT software powering Microsoft&#39;s search engine Bing, possibly giving Bing an edge over <strong>Alphabet</strong>&#39;s Google search. Whether it is wresting search market share from Google is unclear, but downloads of the Bing mobile app rose fourfold in two months.</p><p>The effects on Microsoft stock have become noticeable over the last few months. Alphabet and Microsoft delivered roughly the same return since the beginning of the pandemic. However, Microsoft&#39;s performance has slightly exceeded Alphabet&#39;s, since both stocks reached a 52-week low in early November.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ad13e6a815076f795f1825bdaae3bac\" alt=\"MSFT data by YCharts\" title=\"MSFT data by YCharts\" tg-width=\"720\" tg-height=\"449\"/><span>MSFT data by YCharts</span></p><h2>Can the increases continue?</h2><p>The increase for Microsoft continued, as the stock shot 8% higher following the report. This is a stark contrast to Alphabet, which reported earnings at the same time and did not see its stock move significantly following its earnings news.</p><p>Nonetheless, Microsoft&#39;s valuation might have moved ahead of itself. Its P/E ratio now stands at 33. While lower than cloud peer <strong>Amazon</strong>, its valuation is well ahead of Alphabet and longtime rival <strong>Apple</strong>. This is not to say Microsoft is in any serious trouble, but its valuation may warrant a closer look at the stock, given where it stands in comparison with its rivals.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d4067aa18f74ed62a58995d660d834\" alt=\"MSFT PE Ratio data by YCharts\" title=\"MSFT PE Ratio data by YCharts\" tg-width=\"720\" tg-height=\"466\"/><span>MSFT PE Ratio data by YCharts</span></p><h2>Microsoft is a hold</h2><p>Given current conditions, investors interested in Microsoft may want to wait for a pullback before adding shares. Admittedly, its cloud computing business has shown resilience, and ChatGPT pulled Bing ahead of the seemingly untouchable Google search.</p><p>However, Microsoft has risen significantly over the last few months. And while that has increased the valuation, its profit growth may not support the current earnings multiple. Hence, investors might want to wait for a pullback before adding more shares of the AI stock.</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>Microsoft Stock Surged After Earnings: Is It Too Late to 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\">\nMicrosoft Stock Surged After Earnings: Is It Too Late to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-29 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/28/microsoft-surged-after-earnings-too-late-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMicrosoft posted steady growth numbers for its fiscal third quarter.Its Bing search engine has become a perceived competitive threat to Google search.That said, investors should watch ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/28/microsoft-surged-after-earnings-too-late-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2023/04/28/microsoft-surged-after-earnings-too-late-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330579576","content_text":"KEY POINTSMicrosoft posted steady growth numbers for its fiscal third quarter.Its Bing search engine has become a perceived competitive threat to Google search.That said, investors should watch valuations.Microsoft's stock was already on the rise in 2023 (up 17%) when it reported earnings for the fiscal third quarter of 2023 (ended March 31) on April 25. After the report's release, its stock shot another 8% higher as investors celebrated its results amid what has become a brutal bear market for Microsoft and its peers.Does the latest report and the resulting bump suggest Microsoft stock is trading at a premium and should be avoided right now, or is the stock at the beginning of its next bull market and investors should jump in and hold on?The fiscal Q3 reportFor the third quarter of fiscal 2023, Microsoft reported revenue of $53 billion, a 7% increase year over year. The intelligent cloud and the productivity and business processes segments each grew revenues by double-digit percentages, with Azure and other cloud services reporting 27% year-over-year growth. Still, the 9% year-over-year decline in the personal computing segment weighed on the overall top line.In the quarter, Microsoft managed to boost bottom-line earnings by limiting growth in the cost of revenue and operating expenses. That resulted in a net income of more than $18 billion, a year-over-year increase of 10%.What's driving Microsoft's growth?One important change agent for Microsoft stock is undoubtedly artificial intelligence (AI). That technology has played a critical role in Azure as well as its suite of software products.Among the functions powered by AI is its ability to identify and respond to security threats, help users find needed data, and better answer customer questions. Also, it empowers Microsoft 365 Copilot, supercharging its productivity software to perform tasks such as turning documents into presentations, summarizing data, and helping users write emails.Nonetheless, its most dramatic change came from a surprising area: search. The company's alliance with OpenAI resulted in ChatGPT software powering Microsoft's search engine Bing, possibly giving Bing an edge over Alphabet's Google search. Whether it is wresting search market share from Google is unclear, but downloads of the Bing mobile app rose fourfold in two months.The effects on Microsoft stock have become noticeable over the last few months. Alphabet and Microsoft delivered roughly the same return since the beginning of the pandemic. However, Microsoft's performance has slightly exceeded Alphabet's, since both stocks reached a 52-week low in early November.MSFT data by YChartsCan the increases continue?The increase for Microsoft continued, as the stock shot 8% higher following the report. This is a stark contrast to Alphabet, which reported earnings at the same time and did not see its stock move significantly following its earnings news.Nonetheless, Microsoft's valuation might have moved ahead of itself. Its P/E ratio now stands at 33. While lower than cloud peer Amazon, its valuation is well ahead of Alphabet and longtime rival Apple. This is not to say Microsoft is in any serious trouble, but its valuation may warrant a closer look at the stock, given where it stands in comparison with its rivals.MSFT PE Ratio data by YChartsMicrosoft is a holdGiven current conditions, investors interested in Microsoft may want to wait for a pullback before adding shares. Admittedly, its cloud computing business has shown resilience, and ChatGPT pulled Bing ahead of the seemingly untouchable Google search.However, Microsoft has risen significantly over the last few months. And while that has increased the valuation, its profit growth may not support the current earnings multiple. Hence, investors might want to wait for a pullback before adding more shares of the AI stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957793013,"gmtCreate":1677541360132,"gmtModify":1677541364207,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957793013","repostId":"2314592524","repostType":4,"repost":{"id":"2314592524","pubTimestamp":1677538652,"share":"https://www.laohu8.com/m/news/2314592524?lang=&edition=full","pubTime":"2023-02-28 06:57","market":"us","language":"en","title":"Back on Top: Musk Becomes World’s Richest Person Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2314592524","media":"The Australian Financial Review","summary":"New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the t","content":"<html><head></head><body><p><i>New York</i> | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.</p><p>Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in Tesla’s stock price this year. It’s up about 100 per cent from its intraday low on January 6 as investors pile back into bets on riskier growth stocks amid signs of economic strength and a slower pace of Federal Reserve interest-rate increases.</p><p><img src=\"https://static.ffx.io/images/$zoom_0.314%2C$multiply_3%2C$ratio_1.5%2C$width_756%2C$x_0%2C$y_0/t_crop_custom/c_scale%2Cw_620%2Cq_88%2Cf_auto/64e84d0aae7467865c3a66b1df115a022692b459\" tg-width=\"620\" tg-height=\"413\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The company has also benefited from more demand for its electric vehicles after cutting prices on several models.</p><p>Tesla shares rose 5.5 per cent in New York, boosting Mr Musk’s net worth to $US187.1 billion ($277 billion), according to the Bloomberg Billionaires Index. That exceeds the $US185.3 billion personal fortune of Mr Arnault, the 73-year-old French tycoon behind luxury-goods powerhouse LVMH.</p><p>Mr Musk, 51, entered 2023 with a net worth of $US137 billion, becoming the first person ever to lose $US200 billion from their fortune and raising the prospect that he might struggle to reclaim his title as the world’s richest individual. He was displaced atop Bloomberg’s wealth index for more than two months after a steep slide in Tesla, where he’s chief executive.</p><p>Donations Mr Musk made late last year didn’t make much of a dent in his net worth. He gave 11.6 million Tesla shares to unnamed charitable causes between August and December, according to a disclosure in February. The stock was worth about $US1.9 billion, based on closing prices on the days it was donated.</p><p>Tesla investors had been concerned that he was devoting too much of his attention to Twitter, which he acquired in October, at the same time that his electric carmaker was facing heightened competition across the industry. Mr Musk said in December he plans to resign from his post at the social-media platform once he finds someone “foolish” enough to take the job.</p><p>He said this month that he may need until the end of the year to stabilise Twitter’s finances before handing off to a new CEO.</p><p>Tom Narayan, an analyst with RBC Capital Markets, said in a February report that Tesla’s price cuts had spurred demand for vehicles, and that the company is the “poster child” of electric cars.</p><p>“We believe there is strong demand for Tesla product even in the face of more EV competition,” Mr Narayan wrote.</p><p>Tesla is hosting its 2023 investor day on Wednesday (Thursday AEDT), with the company’s leaders set to discuss long-term expansion plans.</p><p>Tesla’s gains have far outpaced the rally in the tech-heavy Nasdaq 100 Index, which is up about 10 per cent in 2023. This year has included occasional bursts of speculative trading manias among retail traders — and Tesla is a favourite among that group.</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>Back on Top: Musk Becomes World’s Richest Person Again</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\">\nBack on Top: Musk Becomes World’s Richest Person Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in ...</p>\n\n<a href=\"https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4574":"无人驾驶","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4099":"汽车制造商","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLA":"特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4534":"瑞士信贷持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4588":"碎股"},"source_url":"https://www.afr.com/wealth/people/back-on-top-musk-becomes-world-s-richest-person-again-20230228-p5co43","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314592524","content_text":"New York | Elon Musk has regained his spot as the world’s richest person, after briefly losing the title to France’s Bernard Arnault.Mr Musk’s wealth has been buoyed by a nearly 70 per cent surge in Tesla’s stock price this year. It’s up about 100 per cent from its intraday low on January 6 as investors pile back into bets on riskier growth stocks amid signs of economic strength and a slower pace of Federal Reserve interest-rate increases.The company has also benefited from more demand for its electric vehicles after cutting prices on several models.Tesla shares rose 5.5 per cent in New York, boosting Mr Musk’s net worth to $US187.1 billion ($277 billion), according to the Bloomberg Billionaires Index. That exceeds the $US185.3 billion personal fortune of Mr Arnault, the 73-year-old French tycoon behind luxury-goods powerhouse LVMH.Mr Musk, 51, entered 2023 with a net worth of $US137 billion, becoming the first person ever to lose $US200 billion from their fortune and raising the prospect that he might struggle to reclaim his title as the world’s richest individual. He was displaced atop Bloomberg’s wealth index for more than two months after a steep slide in Tesla, where he’s chief executive.Donations Mr Musk made late last year didn’t make much of a dent in his net worth. He gave 11.6 million Tesla shares to unnamed charitable causes between August and December, according to a disclosure in February. The stock was worth about $US1.9 billion, based on closing prices on the days it was donated.Tesla investors had been concerned that he was devoting too much of his attention to Twitter, which he acquired in October, at the same time that his electric carmaker was facing heightened competition across the industry. Mr Musk said in December he plans to resign from his post at the social-media platform once he finds someone “foolish” enough to take the job.He said this month that he may need until the end of the year to stabilise Twitter’s finances before handing off to a new CEO.Tom Narayan, an analyst with RBC Capital Markets, said in a February report that Tesla’s price cuts had spurred demand for vehicles, and that the company is the “poster child” of electric cars.“We believe there is strong demand for Tesla product even in the face of more EV competition,” Mr Narayan wrote.Tesla is hosting its 2023 investor day on Wednesday (Thursday AEDT), with the company’s leaders set to discuss long-term expansion plans.Tesla’s gains have far outpaced the rally in the tech-heavy Nasdaq 100 Index, which is up about 10 per cent in 2023. This year has included occasional bursts of speculative trading manias among retail traders — and Tesla is a favourite among that group.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954360960,"gmtCreate":1676004774650,"gmtModify":1676004778278,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Yes.","listText":"Yes.","text":"Yes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954360960","repostId":"2310165921","repostType":4,"repost":{"id":"2310165921","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1675999273,"share":"https://www.laohu8.com/m/news/2310165921?lang=&edition=full","pubTime":"2023-02-10 11:21","market":"hk","language":"en","title":"Alphabet Stock Keeps Sliding: Is It Game Over for Google?","url":"https://stock-news.laohu8.com/highlight/detail?id=2310165921","media":"Dow Jones","summary":"The selloff in Alphabet stock continues on Thursday as the market grapples with the possibility that","content":"<html><head></head><body><p>The selloff in Alphabet stock continues on Thursday as the market grapples with the possibility that Microsoft&#39;s Bing search engine has become a credible threat to Google&#39;s near-total dominance of the internet search market.</p><p>This week brought a torrent of news on the intersection between internet search and large language model chatbots like ChatGPT from the start-up OpenAI. Microsoft (ticker: MSFT), the single largest investor in OpenAI, on Tuesday announced plans to integrate technology from OpenAI into Bing, which has been a distant second-place player in search. Data from the market research firm Statcounter shows that Google in January had 93% market share, with Bing at 3%.</p><p>Alphabet (GOOGL) this week announced plans to launch a competitor to OpenAI called Bard, and the company also said it intends to insert new natural-language AI functionality into its core search service. In an event in Paris Wednesday morning, Alphabet also provided updates of expanded AI functionality in map, translation, and image search services.</p><p>The biggest takeaway from the flurry of news is that investors now see Microsoft Bing as a legitimate competitor to Google for the first time ever. Bing was launched in 2009, and succeeded previous Microsoft attempts at creating a viable search engine. But the software giant has never made much progress in denting Google&#39;s overwhelming market dominance. Until now.</p><p>Microsoft Chief Financial Officer Amy Hood this week estimated that search advertising accounts for 40% of the $500 billion digital ad market, or about $200 billion. Most of that goes to Alphabet, which reported $163 billion in search advertising last year.</p><p>Philippe Ockenden, Microsoft CFO for the Windows, Devices, and Search business, pointed out to analysts that &#34;for every 1 point of share gain in the search advertising market, it&#39;s a $2 billion revenue opportunity for our advertising business.&#34;</p><p>In addition to the threat to its market share, Google also faces potentially higher for costs for the shift of search queries to AI-based large-language models.</p><p>In a research note on Thursday, Morgan Stanley analyst Brian Nowak asserted that for every 10% shift of queries to AI-powered search, Google&#39;s operating costs will go up $1.2 billion -- shift 50% of queries over, he adds, and expenses grow $6 billion, trimming pretax profits by 6%. His view is that AI-powered queries will cost Alphabet about five times as much as the current approach.</p><p>That makes Microsoft&#39;s deal with OpenAI a kind of double-whammy for Alphabet investors -- they could lose market share, and see their costs rise -- ironically while the company is fending off a pair of Department of Justice antitrust lawsuits accusing it of monopolizing search and online ads.</p><p>Alphabet stock has declined 11.7% since Tuesday&#39;s close, losing $170 billion in market value in the process. For the year, Alphabet stock is still 7.7% higher, though lagging behind the rest of the large-cap tech companies. Microsoft stock is fractionally lower on Thursday, and 10% higher for the year.</p><p>Also Read: <a href=\"https://ttm.financial/NW/2310581680\" target=\"_blank\">Alphabet’s $100 Billion Stock Swoon Shows AI Stakes Are Rising</a></p><p><a href=\"https://ttm.financial/NW/2310696639\" target=\"_blank\">Analysts stay positive on Google AI after historic value wipeout</a></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>Alphabet Stock Keeps Sliding: Is It Game Over for Google?</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\">\nAlphabet Stock Keeps Sliding: Is It Game Over for Google?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-10 11:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The selloff in Alphabet stock continues on Thursday as the market grapples with the possibility that Microsoft&#39;s Bing search engine has become a credible threat to Google&#39;s near-total dominance of the internet search market.</p><p>This week brought a torrent of news on the intersection between internet search and large language model chatbots like ChatGPT from the start-up OpenAI. Microsoft (ticker: MSFT), the single largest investor in OpenAI, on Tuesday announced plans to integrate technology from OpenAI into Bing, which has been a distant second-place player in search. Data from the market research firm Statcounter shows that Google in January had 93% market share, with Bing at 3%.</p><p>Alphabet (GOOGL) this week announced plans to launch a competitor to OpenAI called Bard, and the company also said it intends to insert new natural-language AI functionality into its core search service. In an event in Paris Wednesday morning, Alphabet also provided updates of expanded AI functionality in map, translation, and image search services.</p><p>The biggest takeaway from the flurry of news is that investors now see Microsoft Bing as a legitimate competitor to Google for the first time ever. Bing was launched in 2009, and succeeded previous Microsoft attempts at creating a viable search engine. But the software giant has never made much progress in denting Google&#39;s overwhelming market dominance. Until now.</p><p>Microsoft Chief Financial Officer Amy Hood this week estimated that search advertising accounts for 40% of the $500 billion digital ad market, or about $200 billion. Most of that goes to Alphabet, which reported $163 billion in search advertising last year.</p><p>Philippe Ockenden, Microsoft CFO for the Windows, Devices, and Search business, pointed out to analysts that &#34;for every 1 point of share gain in the search advertising market, it&#39;s a $2 billion revenue opportunity for our advertising business.&#34;</p><p>In addition to the threat to its market share, Google also faces potentially higher for costs for the shift of search queries to AI-based large-language models.</p><p>In a research note on Thursday, Morgan Stanley analyst Brian Nowak asserted that for every 10% shift of queries to AI-powered search, Google&#39;s operating costs will go up $1.2 billion -- shift 50% of queries over, he adds, and expenses grow $6 billion, trimming pretax profits by 6%. His view is that AI-powered queries will cost Alphabet about five times as much as the current approach.</p><p>That makes Microsoft&#39;s deal with OpenAI a kind of double-whammy for Alphabet investors -- they could lose market share, and see their costs rise -- ironically while the company is fending off a pair of Department of Justice antitrust lawsuits accusing it of monopolizing search and online ads.</p><p>Alphabet stock has declined 11.7% since Tuesday&#39;s close, losing $170 billion in market value in the process. For the year, Alphabet stock is still 7.7% higher, though lagging behind the rest of the large-cap tech companies. Microsoft stock is fractionally lower on Thursday, and 10% higher for the year.</p><p>Also Read: <a href=\"https://ttm.financial/NW/2310581680\" target=\"_blank\">Alphabet’s $100 Billion Stock Swoon Shows AI Stakes Are Rising</a></p><p><a href=\"https://ttm.financial/NW/2310696639\" target=\"_blank\">Analysts stay positive on Google AI after historic value wipeout</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310165921","content_text":"The selloff in Alphabet stock continues on Thursday as the market grapples with the possibility that Microsoft's Bing search engine has become a credible threat to Google's near-total dominance of the internet search market.This week brought a torrent of news on the intersection between internet search and large language model chatbots like ChatGPT from the start-up OpenAI. Microsoft (ticker: MSFT), the single largest investor in OpenAI, on Tuesday announced plans to integrate technology from OpenAI into Bing, which has been a distant second-place player in search. Data from the market research firm Statcounter shows that Google in January had 93% market share, with Bing at 3%.Alphabet (GOOGL) this week announced plans to launch a competitor to OpenAI called Bard, and the company also said it intends to insert new natural-language AI functionality into its core search service. In an event in Paris Wednesday morning, Alphabet also provided updates of expanded AI functionality in map, translation, and image search services.The biggest takeaway from the flurry of news is that investors now see Microsoft Bing as a legitimate competitor to Google for the first time ever. Bing was launched in 2009, and succeeded previous Microsoft attempts at creating a viable search engine. But the software giant has never made much progress in denting Google's overwhelming market dominance. Until now.Microsoft Chief Financial Officer Amy Hood this week estimated that search advertising accounts for 40% of the $500 billion digital ad market, or about $200 billion. Most of that goes to Alphabet, which reported $163 billion in search advertising last year.Philippe Ockenden, Microsoft CFO for the Windows, Devices, and Search business, pointed out to analysts that \"for every 1 point of share gain in the search advertising market, it's a $2 billion revenue opportunity for our advertising business.\"In addition to the threat to its market share, Google also faces potentially higher for costs for the shift of search queries to AI-based large-language models.In a research note on Thursday, Morgan Stanley analyst Brian Nowak asserted that for every 10% shift of queries to AI-powered search, Google's operating costs will go up $1.2 billion -- shift 50% of queries over, he adds, and expenses grow $6 billion, trimming pretax profits by 6%. His view is that AI-powered queries will cost Alphabet about five times as much as the current approach.That makes Microsoft's deal with OpenAI a kind of double-whammy for Alphabet investors -- they could lose market share, and see their costs rise -- ironically while the company is fending off a pair of Department of Justice antitrust lawsuits accusing it of monopolizing search and online ads.Alphabet stock has declined 11.7% since Tuesday's close, losing $170 billion in market value in the process. For the year, Alphabet stock is still 7.7% higher, though lagging behind the rest of the large-cap tech companies. Microsoft stock is fractionally lower on Thursday, and 10% higher for the year.Also Read: Alphabet’s $100 Billion Stock Swoon Shows AI Stakes Are RisingAnalysts stay positive on Google AI after historic value wipeout","news_type":1},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187252660752560,"gmtCreate":1686743604110,"gmtModify":1686743608154,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Its taking off then flying to the moon! 🚀🌔","listText":"Its taking off then flying to the moon! 🚀🌔","text":"Its taking off then flying to the moon! 🚀🌔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187252660752560","repostId":"1146465672","repostType":4,"repost":{"id":"1146465672","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1686742097,"share":"https://www.laohu8.com/m/news/1146465672?lang=&edition=full","pubTime":"2023-06-14 19:28","market":"us","language":"en","title":"Tesla Stock Looks to Put Win-Streak Record Out of Reach As It Rises Toward 14th-Straight Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1146465672","media":"Dow Jones","summary":"Tesla Inc.’s stock keeps rallying, as they rose 2% in premarket trading Wednesday toward a 14th-stra","content":"<html><head></head><body><p>Tesla Inc.’s stock keeps rallying, as they rose 2% in premarket trading Wednesday toward a 14th-straight gain. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6efa01ab3d35f6181237394353c473fa\" tg-width=\"868\" tg-height=\"835\"/></p><p>The electric vehicle giant’s stock, which set a fresh record on Monday with its 12th-straight gain, has rocketed 41.5% over the past 13 trading sessions. </p><p>Late Tuesday, Tesla raised starting prices in the U.S. for its Model Y EVs by $250, after the company had cut prices earlier this year to boost sales. </p><p>What’s also been supporting the win streak, Tesla and General Motors Co. said last week that GM owners would have access to Tesla’s “Supercharger” network, and after Tesla confirmed last week that all of its Model 3 EVs qualify for $7,500 in federal tax credits. </p><p>The stock has shot up 110.0% year to date through Tuesday, while the <a href=\"https://laohu8.com/S/DRIV\">Global X Autonomous &amp; Electric Vehicles ETF</a> has climbed 31.7% and the S&amp;P 500 has gained 13.8%.</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>Tesla Stock Looks to Put Win-Streak Record Out of Reach As It Rises Toward 14th-Straight Gain</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 Looks to Put Win-Streak Record Out of Reach As It Rises Toward 14th-Straight Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-06-14 19:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc.’s stock keeps rallying, as they rose 2% in premarket trading Wednesday toward a 14th-straight gain. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6efa01ab3d35f6181237394353c473fa\" tg-width=\"868\" tg-height=\"835\"/></p><p>The electric vehicle giant’s stock, which set a fresh record on Monday with its 12th-straight gain, has rocketed 41.5% over the past 13 trading sessions. </p><p>Late Tuesday, Tesla raised starting prices in the U.S. for its Model Y EVs by $250, after the company had cut prices earlier this year to boost sales. </p><p>What’s also been supporting the win streak, Tesla and General Motors Co. said last week that GM owners would have access to Tesla’s “Supercharger” network, and after Tesla confirmed last week that all of its Model 3 EVs qualify for $7,500 in federal tax credits. </p><p>The stock has shot up 110.0% year to date through Tuesday, while the <a href=\"https://laohu8.com/S/DRIV\">Global X Autonomous &amp; Electric Vehicles ETF</a> has climbed 31.7% and the S&amp;P 500 has gained 13.8%.</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":"1146465672","content_text":"Tesla Inc.’s stock keeps rallying, as they rose 2% in premarket trading Wednesday toward a 14th-straight gain. The electric vehicle giant’s stock, which set a fresh record on Monday with its 12th-straight gain, has rocketed 41.5% over the past 13 trading sessions. Late Tuesday, Tesla raised starting prices in the U.S. for its Model Y EVs by $250, after the company had cut prices earlier this year to boost sales. What’s also been supporting the win streak, Tesla and General Motors Co. said last week that GM owners would have access to Tesla’s “Supercharger” network, and after Tesla confirmed last week that all of its Model 3 EVs qualify for $7,500 in federal tax credits. The stock has shot up 110.0% year to date through Tuesday, while the Global X Autonomous & Electric Vehicles ETF has climbed 31.7% and the S&P 500 has gained 13.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986523486,"gmtCreate":1666995663545,"gmtModify":1676537844965,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"To the moon&nbsp;[Grin]&nbsp;","listText":"To the moon&nbsp;[Grin]&nbsp;","text":"To the moon [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986523486","repostId":"2278096389","repostType":4,"repost":{"id":"2278096389","pubTimestamp":1666971033,"share":"https://www.laohu8.com/m/news/2278096389?lang=&edition=full","pubTime":"2022-10-28 23:30","market":"us","language":"en","title":"2 Growth Stocks That Could Soar 167% and 202% From Their 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2278096389","media":"Motley Fool","summary":"These growth stocks trade near a 52-week low, but certain Wall Street analysts say that could change quickly.","content":"<html><head></head><body><p>Macroeconomic uncertainty has set the stock market on a downward trajectory. <b>Tesla</b> and <b>Sea Limited</b> have seen their share prices plunge 45% and 86%, respectively, and both stocks currently sit near a 52-week low. But certain Wall Street analysts see that as a buying opportunity.</p><p>Pierre Ferragu of New Street Research has a price target of $530 per share on Tesla, which implies a 167% upside from its 52-week low of $198.59. Similarly, Alicia Yap of <b>Citigroup</b> has a price target of $129 per share on Sea Limited, which implies a 202% upside from its 52-week low of $42.71.</p><p>Of course, investors should never lean too heavily on near-term price targets. The market is simply too volatile over short periods of time. But patient investors should still consider buying both of these growth stocks.</p><p>Here&#39;s why.</p><h2>1. Tesla: A $10 trillion company in the making</h2><p>Tesla delivered 343,830 electric vehicles (EVs) in the third quarter, up 42%, but that figure still fell short of the 371,000 vehicles analysts were expecting. That shortfall has some investors worried that demand is fading, but naysayers are overlooking a few important details.</p><p>On the earnings call, CEO Elon Musk said Tesla still anticipates growing deliveries by &#34;on average 50% a year as far into the future as we can see.&#34; He also noted that limited logistics capacity played a big role in the recent shortfall, but that Tesla is working to smooth regional builds throughout the quarter to reduce end-of-quarter bottlenecks.</p><p>Better yet, Tesla still turned in a solid financial performance. Total revenue soared 56% to $21.5 billion in the third quarter, the company again achieved an industry-leading operating margin, and free cash flow skyrocketed 148% to $3.3 billion. It&#39;s worth mentioning that Tesla achieved that industry-leading operating margin despite the cost-intensive production ramp at its newest Gigafactories in Texas and Germany. That means it should become even more efficient as those facilities reach scale.</p><p>Also noteworthy, Musk said 4680 battery cells would be incorporated into a significant portion of vehicles produced in Texas in the coming months. That&#39;s a big deal because Tesla already pays less to build battery packs (the most expensive part of an EV) than any other automaker, but the 4680 will further lower production costs.</p><p>However, full self-driving (FSD) is the most exciting opportunity. Ultimately, management believes its FSD platform will be the most important source of profitability for Tesla, as it represents a transition into software and services. The FSD beta software will be available to all drivers in North America this quarter, and Tesla has a robotaxi slated for production in 2024. That robotaxi is an important stepping stone on its path to launching an autonomous ride-hailing service. According to UBS Group, the robotaxi market could surpass $2 trillion annually by 2030.</p><p>Presently, Tesla has a market cap of $700 billion, but New Street Research analyst Ferragu thinks that could rise to $10 trillion by 2030 if Tesla achieves its goal of producing 20 million electric cars per year by that time. On that note, investors shouldn&#39;t bank on triple-digit returns in the next year, but with shares trading at 10.2 times sales -- roughly in line with the five-year average -- this growth stock is still worth buying today.</p><h2>2. Sea Limited: The e-commerce leader in Southeast Asia</h2><p>Holding company Sea Limited competes in three growing markets. Its e-commerce business, Shopee, operates the most-visited online marketplace in Southeast Asia. Its fintech business, Sea Money, handles payment processing for sellers on and off Shopee, and it offers financing solutions and mobile wallets. Finally, its video game business, Garena, is the developer of <i>Free Fire</i>, the highest-grossing mobile game in Southeast Asia and Latin America.</p><p>Sea Limited struggled a bit in the second quarter as high inflation blunted consumer demand in its gaming business. The company still grew total revenue 29% to $2.9 billion, but its non-GAAP (adjusted) loss widened to $1.03 per diluted share as Shopee and SeaMoney continued to operate at a loss. However, SeaMoney is expected to achieve positive cash flow in 2023, and CEO Forrest Li thinks Shopee and SeaMoney will generate enough cash by 2025 to fund their own growth.</p><p>Looking ahead, Sea Limited sits in front of a massive market opportunity, particularly in e-commerce and digital payments. Shopee has expanded into parts of Latin America and Europe, and it currently operates in eight of the 10-fastest-growing e-commerce markets in the world. Moreover, online sales across all relevant geographies will total $446 billion by 2025, according to Statista. Naturally, growth in online shopping should also be a tailwind for SeaMoney. In fact, Bain &amp; Company estimates that digital payment volume in Southeast Asia will approach $1.2 trillion by 2025.</p><p>To put those figures in perspective, Shopee facilitated $62.6 billion in online sales last year, while SeaMoney handled just $17.2 billion in total payment volume. In short, Sea Limited has a long runway for future growth, and Citigroup analyst Yap says the current economic headwinds haven&#39;t changed that.</p><p>That bullish outlook notwithstanding, investors should not bank on triple-digit gains in the near term. But with shares trading at 2.4 times sales -- virtually the cheapest valuation since Sea went public in 2017 -- patient investors could still see tremendous returns in the next decade.</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 Growth Stocks That Could Soar 167% and 202% From Their 52-Week Lows, According to Wall Street</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 Growth Stocks That Could Soar 167% and 202% From Their 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/27/2-growth-stocks-could-soar-202-from-52-week-low/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Macroeconomic uncertainty has set the stock market on a downward trajectory. Tesla and Sea Limited have seen their share prices plunge 45% and 86%, respectively, and both stocks currently sit near a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/27/2-growth-stocks-could-soar-202-from-52-week-low/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/10/27/2-growth-stocks-could-soar-202-from-52-week-low/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278096389","content_text":"Macroeconomic uncertainty has set the stock market on a downward trajectory. Tesla and Sea Limited have seen their share prices plunge 45% and 86%, respectively, and both stocks currently sit near a 52-week low. But certain Wall Street analysts see that as a buying opportunity.Pierre Ferragu of New Street Research has a price target of $530 per share on Tesla, which implies a 167% upside from its 52-week low of $198.59. Similarly, Alicia Yap of Citigroup has a price target of $129 per share on Sea Limited, which implies a 202% upside from its 52-week low of $42.71.Of course, investors should never lean too heavily on near-term price targets. The market is simply too volatile over short periods of time. But patient investors should still consider buying both of these growth stocks.Here's why.1. Tesla: A $10 trillion company in the makingTesla delivered 343,830 electric vehicles (EVs) in the third quarter, up 42%, but that figure still fell short of the 371,000 vehicles analysts were expecting. That shortfall has some investors worried that demand is fading, but naysayers are overlooking a few important details.On the earnings call, CEO Elon Musk said Tesla still anticipates growing deliveries by \"on average 50% a year as far into the future as we can see.\" He also noted that limited logistics capacity played a big role in the recent shortfall, but that Tesla is working to smooth regional builds throughout the quarter to reduce end-of-quarter bottlenecks.Better yet, Tesla still turned in a solid financial performance. Total revenue soared 56% to $21.5 billion in the third quarter, the company again achieved an industry-leading operating margin, and free cash flow skyrocketed 148% to $3.3 billion. It's worth mentioning that Tesla achieved that industry-leading operating margin despite the cost-intensive production ramp at its newest Gigafactories in Texas and Germany. That means it should become even more efficient as those facilities reach scale.Also noteworthy, Musk said 4680 battery cells would be incorporated into a significant portion of vehicles produced in Texas in the coming months. That's a big deal because Tesla already pays less to build battery packs (the most expensive part of an EV) than any other automaker, but the 4680 will further lower production costs.However, full self-driving (FSD) is the most exciting opportunity. Ultimately, management believes its FSD platform will be the most important source of profitability for Tesla, as it represents a transition into software and services. The FSD beta software will be available to all drivers in North America this quarter, and Tesla has a robotaxi slated for production in 2024. That robotaxi is an important stepping stone on its path to launching an autonomous ride-hailing service. According to UBS Group, the robotaxi market could surpass $2 trillion annually by 2030.Presently, Tesla has a market cap of $700 billion, but New Street Research analyst Ferragu thinks that could rise to $10 trillion by 2030 if Tesla achieves its goal of producing 20 million electric cars per year by that time. On that note, investors shouldn't bank on triple-digit returns in the next year, but with shares trading at 10.2 times sales -- roughly in line with the five-year average -- this growth stock is still worth buying today.2. Sea Limited: The e-commerce leader in Southeast AsiaHolding company Sea Limited competes in three growing markets. Its e-commerce business, Shopee, operates the most-visited online marketplace in Southeast Asia. Its fintech business, Sea Money, handles payment processing for sellers on and off Shopee, and it offers financing solutions and mobile wallets. Finally, its video game business, Garena, is the developer of Free Fire, the highest-grossing mobile game in Southeast Asia and Latin America.Sea Limited struggled a bit in the second quarter as high inflation blunted consumer demand in its gaming business. The company still grew total revenue 29% to $2.9 billion, but its non-GAAP (adjusted) loss widened to $1.03 per diluted share as Shopee and SeaMoney continued to operate at a loss. However, SeaMoney is expected to achieve positive cash flow in 2023, and CEO Forrest Li thinks Shopee and SeaMoney will generate enough cash by 2025 to fund their own growth.Looking ahead, Sea Limited sits in front of a massive market opportunity, particularly in e-commerce and digital payments. Shopee has expanded into parts of Latin America and Europe, and it currently operates in eight of the 10-fastest-growing e-commerce markets in the world. Moreover, online sales across all relevant geographies will total $446 billion by 2025, according to Statista. Naturally, growth in online shopping should also be a tailwind for SeaMoney. In fact, Bain & Company estimates that digital payment volume in Southeast Asia will approach $1.2 trillion by 2025.To put those figures in perspective, Shopee facilitated $62.6 billion in online sales last year, while SeaMoney handled just $17.2 billion in total payment volume. In short, Sea Limited has a long runway for future growth, and Citigroup analyst Yap says the current economic headwinds haven't changed that.That bullish outlook notwithstanding, investors should not bank on triple-digit gains in the near term. But with shares trading at 2.4 times sales -- virtually the cheapest valuation since Sea went public in 2017 -- patient investors could still see tremendous returns in the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196008250343456,"gmtCreate":1688891093454,"gmtModify":1688891096832,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Lets gooo!&nbsp;","listText":"Lets gooo!&nbsp;","text":"Lets gooo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196008250343456","repostId":"2349694300","repostType":4,"repost":{"id":"2349694300","pubTimestamp":1688868876,"share":"https://www.laohu8.com/m/news/2349694300?lang=&edition=full","pubTime":"2023-07-09 10:14","market":"us","language":"en","title":"Analyst: Tesla Stock Could Hit $300","url":"https://stock-news.laohu8.com/highlight/detail?id=2349694300","media":"Motley Fool","summary":"After more than doubling already this year, one analyst thinks shares are headed even higher.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>As supply-chain bottlenecks ease, automotive production volume is soaring.</p></li><li><p>Vehicle production was a big headache for auto manufacturers this time last year.</p></li><li><p>This big question is whether Tesla&#39;s demand can grow as fast as its supply.</p></li></ul><p>While analysts are mixed regarding their expectations for <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company&#39;s better-than-expected second-quarter deliveries and Tesla&#39;s overall resilience in the face of an uncertain macroeconomic environment.</p><p>Let&#39;s take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock&#39;s more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla&#39;s manufacturing trends are no exception. This has <strong>Bank of America</strong> analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.</p><h2>The path to $300</h2><p>After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker&#39;s higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.</p><p>Supporting his case, Tesla&#39;s production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.</p><p>Production was a mess this time last year. Tesla&#39;s factory in China endured a significant pause in production during the first half of 2022 as the country&#39;s government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as &#34;supply chain hell&#34; in the second-quarter 2022 earnings call. </p><p>Note that Tesla&#39;s production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.</p><p>Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. </p><h2>1 key risk</h2><p>While it&#39;s good to see Tesla&#39;s production volume gaining momentum, the risk investors face is demand not living up to the automotive company&#39;s rapidly increasing production capacity. We&#39;ve already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.</p><p>So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn&#39;t count on this.</p><p>Whatever the case, it&#39;s certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy&#39;s bullish $300 12-month price target for the stock suggests that he believes Tesla&#39;s demand and deliveries will continue growing nicely throughout the year.</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>Analyst: Tesla Stock Could Hit $300</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\">\nAnalyst: Tesla Stock Could Hit $300\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-09 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla'...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/\">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.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2349694300","content_text":"KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla's demand can grow as fast as its supply.While analysts are mixed regarding their expectations for Tesla  stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company's better-than-expected second-quarter deliveries and Tesla's overall resilience in the face of an uncertain macroeconomic environment.Let's take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock's more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla's manufacturing trends are no exception. This has Bank of America analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.The path to $300After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker's higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.Supporting his case, Tesla's production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.Production was a mess this time last year. Tesla's factory in China endured a significant pause in production during the first half of 2022 as the country's government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as \"supply chain hell\" in the second-quarter 2022 earnings call. Note that Tesla's production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. 1 key riskWhile it's good to see Tesla's production volume gaining momentum, the risk investors face is demand not living up to the automotive company's rapidly increasing production capacity. We've already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn't count on this.Whatever the case, it's certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy's bullish $300 12-month price target for the stock suggests that he believes Tesla's demand and deliveries will continue growing nicely throughout the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949457554,"gmtCreate":1678849565478,"gmtModify":1678849567885,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"We all going to the moon guys!&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>[Miser]&nbsp;","listText":"We all going to the moon guys!&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>[Miser]&nbsp;","text":"We all going to the moon guys! $Tesla Motors(TSLA)$ [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949457554","repostId":"2319839212","repostType":4,"repost":{"id":"2319839212","pubTimestamp":1678840459,"share":"https://www.laohu8.com/m/news/2319839212?lang=&edition=full","pubTime":"2023-03-15 08:34","market":"us","language":"en","title":"Why Tesla Stock Jumped 5% on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2319839212","media":"Motley Fool","summary":"Tesla still needs batteries from BYD.","content":"<html><head></head><body><h2>What happened</h2><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> shares rose over 5% in Tuesday trading. The move came after a vote of confidence from one widely followed tech investor and as CEO Elon Musk chimed in on a report about the company&#39;s battery supply.</p><p><img src=\"https://static.tigerbbs.com/b44259caa350db4353cc820c88678ff4\" tg-width=\"827\" tg-height=\"628\" width=\"100%\" height=\"auto\"/></p><h2>So what</h2><p>Yesterday was a volatile day in the stock market, and Tesla shares were no exception. While the shares were down along with much of the market as fears of a financial crisis loomed, Cathie Wood added new Tesla shares to her family of ARK Invest mutual funds. Tesla stock ended the day slightly higher yesterday, and that momentum continued today after news of Wood&#39;s purchases surfaced. But there was news from the company itself that also helped boost confidence today.</p><p>After reports surfaced that Tesla and China-based <b>BYD</b> were ending a cooperative relationship for electric vehicle (EV) battery supply, Elon Musk turned to Twitter to deny the reports.</p><h2>Now what</h2><p>While BYD and Tesla are competitors for Chinese EV buyers, the two companies also have a supplier-customer arrangement. BYD has been providing Tesla&#39;s German factory with EV batteries since the plant opened last year. Reports that the end of that supply deal earlier this year ended the relationship were met with denials from both Musk and BYD representatives. Musk took to social media to say, &#34;That media report is false. Relations between Tesla and BYD are positive,&#34; reports Reuters. BYD also stated that the reports of the end of the supply agreement weren&#39;t accurate.</p><p><img src=\"https://static.tigerbbs.com/107dde950b879c1beac14e9534ffec1f\" tg-width=\"700\" tg-height=\"412\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Tesla.</p><p>Tesla produces its own batteries for some of its vehicle manufacturing but also utilizes outside suppliers. The relationship with BYD is somewhat complex as Tesla works to grow its EV business in China where BYD dominates the market. BYD delivered nearly 1.9 million units in 2022, most of which were in its home market. Tesla&#39;s global operation delivered just 1.3 million last year by comparison.</p><p>An end to their battery-supply relationship could have been taken as the sign of a demand slowdown for Tesla. The outright denial by both parties has investors following Cathie Wood&#39;s lead today by buying shares in Tesla.</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>Why Tesla Stock Jumped 5% on Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Jumped 5% on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 08:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/14/why-tesla-stock-jumped-tuesday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedTesla  shares rose over 5% in Tuesday trading. The move came after a vote of confidence from one widely followed tech investor and as CEO Elon Musk chimed in on a report about the company...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/14/why-tesla-stock-jumped-tuesday/\">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.fool.com/investing/2023/03/14/why-tesla-stock-jumped-tuesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319839212","content_text":"What happenedTesla  shares rose over 5% in Tuesday trading. The move came after a vote of confidence from one widely followed tech investor and as CEO Elon Musk chimed in on a report about the company's battery supply.So whatYesterday was a volatile day in the stock market, and Tesla shares were no exception. While the shares were down along with much of the market as fears of a financial crisis loomed, Cathie Wood added new Tesla shares to her family of ARK Invest mutual funds. Tesla stock ended the day slightly higher yesterday, and that momentum continued today after news of Wood's purchases surfaced. But there was news from the company itself that also helped boost confidence today.After reports surfaced that Tesla and China-based BYD were ending a cooperative relationship for electric vehicle (EV) battery supply, Elon Musk turned to Twitter to deny the reports.Now whatWhile BYD and Tesla are competitors for Chinese EV buyers, the two companies also have a supplier-customer arrangement. BYD has been providing Tesla's German factory with EV batteries since the plant opened last year. Reports that the end of that supply deal earlier this year ended the relationship were met with denials from both Musk and BYD representatives. Musk took to social media to say, \"That media report is false. Relations between Tesla and BYD are positive,\" reports Reuters. BYD also stated that the reports of the end of the supply agreement weren't accurate.Image source: Tesla.Tesla produces its own batteries for some of its vehicle manufacturing but also utilizes outside suppliers. The relationship with BYD is somewhat complex as Tesla works to grow its EV business in China where BYD dominates the market. BYD delivered nearly 1.9 million units in 2022, most of which were in its home market. Tesla's global operation delivered just 1.3 million last year by comparison.An end to their battery-supply relationship could have been taken as the sign of a demand slowdown for Tesla. The outright denial by both parties has investors following Cathie Wood's lead today by buying shares in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940852007,"gmtCreate":1677826612609,"gmtModify":1677826617290,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Please go down more so i can stock up!&nbsp;[Miser]&nbsp;","listText":"Please go down more so i can stock up!&nbsp;[Miser]&nbsp;","text":"Please go down more so i can stock up! [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940852007","repostId":"1123619392","repostType":4,"repost":{"id":"1123619392","pubTimestamp":1677820190,"share":"https://www.laohu8.com/m/news/1123619392?lang=&edition=full","pubTime":"2023-03-03 13:09","market":"us","language":"en","title":"Tesla: It's Just The Beginning","url":"https://stock-news.laohu8.com/highlight/detail?id=1123619392","media":"Seeking Alpha","summary":"SummaryThe market didn't like Tesla, Inc.'s Investor Day - in this article I'm sorting out the reaso","content":"<html><head></head><body><h2>Summary</h2><ul><li>The market didn&#39;t like Tesla, Inc.&#39;s Investor Day - in this article I&#39;m sorting out the reasons why.</li><li>The new Mexican factory shows promise, but there are risks with additional CAPEX and construction during an economic slowdown and possible EV market saturation.</li><li>Tesla can now head towards its fair value, which is 30% lower vs. the current price based on my model.</li><li>Buyers must exercise caution and refrain from attempting to catch falling knives until signs of &#34;dip-buying conditions&#34; emerge again.</li></ul><p><img src=\"https://static.tigerbbs.com/d1e4942b3fa514191bf65dc2a4b5a42f\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Introduction</h2><p>On February 13, I wrote my 6th article on <b>Tesla, Inc.</b>(NASDAQ:TSLA) stock, warning investors and speculators that they need to prepare for another selloff. I based this on the overall overbought market and overlyoptimistic opinion about Tesla&#39;s prospects and the company&#39;s valuation problems.</p><p>However, the euphoria continued for a while - from the price at the publication of $194.64 per share, the stock reached a high of just over $217 [on February 16, 2023]. Such a strong move overshadowed the momentum of more defensive sectors - below, BloombergcomparesTSLA&#39;s price action to Buffett&#39;s Berkshire Hathaway Inc. (BRK.B) and Exxon Mobil Corporation (XOM):</p><p><img src=\"https://static.tigerbbs.com/9552493163515a2aaf2da05623cfd2da\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg [February 28, 2023]</p><p>However, now everything is going according to my scenario - Teslastock is downover 5% in after-hours trading to around $191-192 as I write this. But the overboughtcondition is by far not the main cause this time. Let&#39;s figure it out together.</p><h2>Disappointing Investor Day</h2><p>You have already noticed without me how quickly and to what extent the media reacted to the information from Tesla&#39;s recent Investor Day. This is not surprising - Elon Musk himselfannouncedthat he was working on a Master Plan pt.3 in March 2023. Therefore, expectations were very high - I could count about 20 articles onBloombergimmediately after the event.</p><p>One of the major announcements made by the company is its intention to construct a new gigafactory in Mexico, costing roughly $5 billion in CAPEX. Upon completion, it will be the fifth and the biggest gigafactory owned by the company. Tesla stated that this new plant, along with expansions to its current facilities, could increase the company&#39;s manufacturing capacity to approximately 3.5 million cars per year,Barron&#39;s reports. During the event, the management of the company announced that the new factory in Mexico would be producing their upcoming vehicle model, which is a lower-priced car that had been hinted at earlier. Tesla stated that additional details about this vehicle would be revealed at a later date.</p><p>In my opinion, this is a pretty right move for the company in terms of production efficiency. According tomexperience.com, as of 01 January 2023, the minimum wage is 207.44 pesos per workday, and for the &#34;Northern Border Zone&#34; it is 312.41 pesos per workday. Even though these figures are about 20% higher than last year, they are still $11.3 - $17.02 per day when one converts the pay into USD. For comparison, in China, the minimum wage per month is CNY 2480 according totake-profit.org- for 22 working days, that&#39;s about $16.34 per day.</p><p>So, I believe Tesla&#39;s decision to expand its production capacity in North America is a significant development, especially in light of the company&#39;s repeated announcements of lower prices for its products in China throughout 2022. Where one part of the market goes, another comes in. By focusing on North America, where the company has a strong moat, Tesla could gain a major advantage in pricing. Once the new facility is up and running, Tesla&#39;s substantial margin advantage could help it maintain its market share in the face of competition from other electric vehicle (&#34;EV&#34;) makers such as General Motors (GM) and Ford (F).</p><p>The issue is that gigafactories can&#39;t be built within a year. Based on thetimeline of the Berlin Factory, it took three years for the planning and location processes to be completed from 2015 to 2018. After that, it took an additional two years for the construction and opening [2019-2021], until Tesla held the Gigafactory Berlin-Brandenburg County Fair on October 9, 2021. Thegovernment of Brandenburggranted Giga Berlin-Brandenburg its final environmental approval in March 2022.</p><p>Now, even if we assume that the first phase is already completed andMusk&#39;s conversation with AMLO[the current Mexican President] indicates that there will be less bureaucracy, this is at least a 2-year job. In all that time, it will be necessary to invest quite a bit - and this is against a backdrop of uncomfortably high-interest rates for business and possible demand issues. Tesla is self-sufficient in terms of generating cash flow from operations - based on YCharts data, the company generated $14.72 billion in TTM CFO. Long-term debt on thebalance sheetis now about $2.05 billion, with $22.18 billion in cash and equivalents - Tesla will most likely build with its own money, but<i>investors will then have to shift their expectations of large buybacks.</i></p><p>But Tesla stock is falling in after-hours trading for a different reason -everyone has been waitingfor a new low-cost car that wasn&#39;t presented.</p><blockquote>He [Elon Musk] offered no details on timing, saying a &#34;proper product event&#34; will be held later. Lars Moravy, Tesla’s vice-president of vehicle engineering was similarly vague, answering an analyst’s question with only: &#34;We’re gonna go as fast as we can.&#34; The longer the event went on, the more investors appeared to lose heart. Tesla shares fell as much as 6.8% to $189 in after-hours trading.</blockquote><p>The company&#39;s narrow product range has both advantages and disadvantages. On the positive side,<i>this approach simplifies the production process, resulting in more efficient business operations</i>. This is particularly beneficial for Tesla because the company uses fewer components and manufacturing processes, leading to higher profitability compared to its competitors. However,<i>the downside is that the limited product range makes the company vulnerable to competition</i>. This has already been observed in the Chinese market, and it is uncertain whether the company will be able to maintain its market share in other parts of the world without introducing new models, despite the benefits of the new factory in Mexico.</p><p><img src=\"https://static.tigerbbs.com/4d65653961052f359f940b4df5e1da00\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GLJ Research [February 21, 2023] - proprietary source</p><p>In the price range of Tesla, there are currently approximately 50 car models available for purchase in the European market. Furthermore, an increasing number of models are expected to be introduced in the future. The competition is even more intense in the Chinese market. Tesla&#39;s market share in China has recently decreased significantlyto only 5%, compared to a much higher mid-double-digit figure in the past. Therefore, the market&#39;s reaction to the absence of a new model is a pattern, not an overreaction. In my opinion, this is a logical demand of the shareholders in view of the new challenges of a fast-growing market, where the current market leaders can lose their position very quickly in the process of business maturity.</p><h2>Valuation</h2><p>First off, a few words about how one of the most famous Tesla bears, GLJ Research, values the company. I know their credibility raises questions for many, but I take a journalistic approach and try to cover as many different viewpoints as possible - especially in my neutral articles like the one you are reading. That seems fair to me.</p><p>Here&#39;s their reasoning and calculations [proprietary source]:</p><blockquote>We have developed a valuation framework for 2035 to derive our 2023 price objective for Tesla. In a neutral scenario, we assume that a) electric vehicles will constitute 50% of all auto production in 2035, b) Tesla will have a 15% market share of global EV unit sales, giving it an 8% global auto market share compared to Toyota&#39;s 10%, c) Tesla&#39;s net margin in 2035 will be 6%, d) people will still have a strong affinity for Tesla and will be willing to pay a P/E of 15x in 2035, and e) those same people will want to earn just 10% per year to hold Tesla&#39;s shares for the next 14 years. Based on this scenario, we value Tesla at $73/share, or $84.6B, exiting 2023. Among the risks to our call is Elon Musk&#39;s ability to sell and raise billions for things that do not exist and probably never will.</blockquote><blockquote>[February 21, 2023.]</blockquote><p>The problem with their model, in my opinion, is the rather conservative estimates of the company&#39;s profitability. Why would the profit margin drop from the current 15.54% [TTM] to 6% when executives are trying to cut costs year after year? These initiatives were even mentioned at the recent investor day. And history itself is on the company&#39;s side in this regard - competition has existed for some time, and even sudden disasters [such as COVID] have not been able to stop TSLA from increasing its profit margin year over year:</p><p><img src=\"https://static.tigerbbs.com/4ed7754b068ff37ecd97895cd69dda5f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>I still think that the assumptions frommy February article- &#34;<i>Tesla Stock: Get Ready For A Sell-Off</i>&#34; - are more reasonable:</p><p><img src=\"https://static.tigerbbs.com/f149df60879d8f85e4428a21a6b5aab3\" tg-width=\"560\" tg-height=\"774\" width=\"100%\" height=\"auto\"/></p><p>A 30% drop seems very likely to me - Tesla has moved too far away from the group of its competitors, and now, against the backdrop of negative news, the market can easily correct the &#34;injustice&#34; that has occurred.</p><p><img src=\"https://static.tigerbbs.com/be20f42160b5995c1e5d9802d78d9cc3\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BofA&#39;s Automotive report [February 24, 2023] - proprietary source</p><h2>Technicals Meet Bad Reaction To Musk&#39;s Plans</h2><p>In regards to the technical analysis, it is worth noting that the company&#39;s exceptional outperformance that has been consistently observed since the inception of 2023 has gradually decreased on the day preceding Investor Day, as evidenced in the daily chart below. It&#39;s plausible that bulls were awaiting a fresh catalyst to further purchase the stock - their actions formed an up flag that usually heralds a strong move in the direction of a breakout:</p><p><img src=\"https://static.tigerbbs.com/3dc8f6809d706ec2a9438bf88991941d\" tg-width=\"640\" tg-height=\"512\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, author&#39;s notes</p><p>Given the decline in TSLA stock in after-hours trading, the flag was broken, but not in favor of the bulls. With the short interest of 2.6% [YCharts data], the bears have room to rage without the risk of being short-squeezed - apparently, the cold reception of the day that everyone had been looking forward to became a turning point for TSLA and new local lows are in store for us.</p><h2>Quick Takeaway</h2><p>I find the new Tesla, Inc. Mexican factory quite promising, but there are risks involved with additional capital expenditure and a few years of construction during a period of economic slowdown and possible drawdowns in demand and EV market saturation. These risks are not yet being taken seriously by the bulls as far as I see.</p><p>Tesla&#39;s limited product line has been a persistent problem that the company has yet to resolve. Addressing this issue may require sacrificing cost reduction initiatives, as research and development and selling, general, and administrative expenses, in addition to capital expenditure, will likely rise, potentially reducing the company&#39;s profitability.</p><p>While I believe that Tesla will eventually overcome these difficulties, I must emphasize that the current valuation exceeds reality. Additionally, the technical picture indicates that the bullish trend may be reversing. Buyers must exercise caution and refrain from attempting to catch falling knives until signs of &#34;dip-buying conditions&#34; emerge again. For now, I reiterate the &#34;Hold&#34; rating and anticipate that Tesla, Inc. stock prices will keep moving down shortly.</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>Tesla: It's Just The Beginning</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: It's Just The Beginning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-03 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583803-tesla-its-just-the-beginning><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe market didn't like Tesla, Inc.'s Investor Day - in this article I'm sorting out the reasons why.The new Mexican factory shows promise, but there are risks with additional CAPEX and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583803-tesla-its-just-the-beginning\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4583803-tesla-its-just-the-beginning","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1123619392","content_text":"SummaryThe market didn't like Tesla, Inc.'s Investor Day - in this article I'm sorting out the reasons why.The new Mexican factory shows promise, but there are risks with additional CAPEX and construction during an economic slowdown and possible EV market saturation.Tesla can now head towards its fair value, which is 30% lower vs. the current price based on my model.Buyers must exercise caution and refrain from attempting to catch falling knives until signs of \"dip-buying conditions\" emerge again.IntroductionOn February 13, I wrote my 6th article on Tesla, Inc.(NASDAQ:TSLA) stock, warning investors and speculators that they need to prepare for another selloff. I based this on the overall overbought market and overlyoptimistic opinion about Tesla's prospects and the company's valuation problems.However, the euphoria continued for a while - from the price at the publication of $194.64 per share, the stock reached a high of just over $217 [on February 16, 2023]. Such a strong move overshadowed the momentum of more defensive sectors - below, BloombergcomparesTSLA's price action to Buffett's Berkshire Hathaway Inc. (BRK.B) and Exxon Mobil Corporation (XOM):Bloomberg [February 28, 2023]However, now everything is going according to my scenario - Teslastock is downover 5% in after-hours trading to around $191-192 as I write this. But the overboughtcondition is by far not the main cause this time. Let's figure it out together.Disappointing Investor DayYou have already noticed without me how quickly and to what extent the media reacted to the information from Tesla's recent Investor Day. This is not surprising - Elon Musk himselfannouncedthat he was working on a Master Plan pt.3 in March 2023. Therefore, expectations were very high - I could count about 20 articles onBloombergimmediately after the event.One of the major announcements made by the company is its intention to construct a new gigafactory in Mexico, costing roughly $5 billion in CAPEX. Upon completion, it will be the fifth and the biggest gigafactory owned by the company. Tesla stated that this new plant, along with expansions to its current facilities, could increase the company's manufacturing capacity to approximately 3.5 million cars per year,Barron's reports. During the event, the management of the company announced that the new factory in Mexico would be producing their upcoming vehicle model, which is a lower-priced car that had been hinted at earlier. Tesla stated that additional details about this vehicle would be revealed at a later date.In my opinion, this is a pretty right move for the company in terms of production efficiency. According tomexperience.com, as of 01 January 2023, the minimum wage is 207.44 pesos per workday, and for the \"Northern Border Zone\" it is 312.41 pesos per workday. Even though these figures are about 20% higher than last year, they are still $11.3 - $17.02 per day when one converts the pay into USD. For comparison, in China, the minimum wage per month is CNY 2480 according totake-profit.org- for 22 working days, that's about $16.34 per day.So, I believe Tesla's decision to expand its production capacity in North America is a significant development, especially in light of the company's repeated announcements of lower prices for its products in China throughout 2022. Where one part of the market goes, another comes in. By focusing on North America, where the company has a strong moat, Tesla could gain a major advantage in pricing. Once the new facility is up and running, Tesla's substantial margin advantage could help it maintain its market share in the face of competition from other electric vehicle (\"EV\") makers such as General Motors (GM) and Ford (F).The issue is that gigafactories can't be built within a year. Based on thetimeline of the Berlin Factory, it took three years for the planning and location processes to be completed from 2015 to 2018. After that, it took an additional two years for the construction and opening [2019-2021], until Tesla held the Gigafactory Berlin-Brandenburg County Fair on October 9, 2021. Thegovernment of Brandenburggranted Giga Berlin-Brandenburg its final environmental approval in March 2022.Now, even if we assume that the first phase is already completed andMusk's conversation with AMLO[the current Mexican President] indicates that there will be less bureaucracy, this is at least a 2-year job. In all that time, it will be necessary to invest quite a bit - and this is against a backdrop of uncomfortably high-interest rates for business and possible demand issues. Tesla is self-sufficient in terms of generating cash flow from operations - based on YCharts data, the company generated $14.72 billion in TTM CFO. Long-term debt on thebalance sheetis now about $2.05 billion, with $22.18 billion in cash and equivalents - Tesla will most likely build with its own money, butinvestors will then have to shift their expectations of large buybacks.But Tesla stock is falling in after-hours trading for a different reason -everyone has been waitingfor a new low-cost car that wasn't presented.He [Elon Musk] offered no details on timing, saying a \"proper product event\" will be held later. Lars Moravy, Tesla’s vice-president of vehicle engineering was similarly vague, answering an analyst’s question with only: \"We’re gonna go as fast as we can.\" The longer the event went on, the more investors appeared to lose heart. Tesla shares fell as much as 6.8% to $189 in after-hours trading.The company's narrow product range has both advantages and disadvantages. On the positive side,this approach simplifies the production process, resulting in more efficient business operations. This is particularly beneficial for Tesla because the company uses fewer components and manufacturing processes, leading to higher profitability compared to its competitors. However,the downside is that the limited product range makes the company vulnerable to competition. This has already been observed in the Chinese market, and it is uncertain whether the company will be able to maintain its market share in other parts of the world without introducing new models, despite the benefits of the new factory in Mexico.GLJ Research [February 21, 2023] - proprietary sourceIn the price range of Tesla, there are currently approximately 50 car models available for purchase in the European market. Furthermore, an increasing number of models are expected to be introduced in the future. The competition is even more intense in the Chinese market. Tesla's market share in China has recently decreased significantlyto only 5%, compared to a much higher mid-double-digit figure in the past. Therefore, the market's reaction to the absence of a new model is a pattern, not an overreaction. In my opinion, this is a logical demand of the shareholders in view of the new challenges of a fast-growing market, where the current market leaders can lose their position very quickly in the process of business maturity.ValuationFirst off, a few words about how one of the most famous Tesla bears, GLJ Research, values the company. I know their credibility raises questions for many, but I take a journalistic approach and try to cover as many different viewpoints as possible - especially in my neutral articles like the one you are reading. That seems fair to me.Here's their reasoning and calculations [proprietary source]:We have developed a valuation framework for 2035 to derive our 2023 price objective for Tesla. In a neutral scenario, we assume that a) electric vehicles will constitute 50% of all auto production in 2035, b) Tesla will have a 15% market share of global EV unit sales, giving it an 8% global auto market share compared to Toyota's 10%, c) Tesla's net margin in 2035 will be 6%, d) people will still have a strong affinity for Tesla and will be willing to pay a P/E of 15x in 2035, and e) those same people will want to earn just 10% per year to hold Tesla's shares for the next 14 years. Based on this scenario, we value Tesla at $73/share, or $84.6B, exiting 2023. Among the risks to our call is Elon Musk's ability to sell and raise billions for things that do not exist and probably never will.[February 21, 2023.]The problem with their model, in my opinion, is the rather conservative estimates of the company's profitability. Why would the profit margin drop from the current 15.54% [TTM] to 6% when executives are trying to cut costs year after year? These initiatives were even mentioned at the recent investor day. And history itself is on the company's side in this regard - competition has existed for some time, and even sudden disasters [such as COVID] have not been able to stop TSLA from increasing its profit margin year over year:Data byYChartsI still think that the assumptions frommy February article- \"Tesla Stock: Get Ready For A Sell-Off\" - are more reasonable:A 30% drop seems very likely to me - Tesla has moved too far away from the group of its competitors, and now, against the backdrop of negative news, the market can easily correct the \"injustice\" that has occurred.BofA's Automotive report [February 24, 2023] - proprietary sourceTechnicals Meet Bad Reaction To Musk's PlansIn regards to the technical analysis, it is worth noting that the company's exceptional outperformance that has been consistently observed since the inception of 2023 has gradually decreased on the day preceding Investor Day, as evidenced in the daily chart below. It's plausible that bulls were awaiting a fresh catalyst to further purchase the stock - their actions formed an up flag that usually heralds a strong move in the direction of a breakout:TrendSpider, author's notesGiven the decline in TSLA stock in after-hours trading, the flag was broken, but not in favor of the bulls. With the short interest of 2.6% [YCharts data], the bears have room to rage without the risk of being short-squeezed - apparently, the cold reception of the day that everyone had been looking forward to became a turning point for TSLA and new local lows are in store for us.Quick TakeawayI find the new Tesla, Inc. Mexican factory quite promising, but there are risks involved with additional capital expenditure and a few years of construction during a period of economic slowdown and possible drawdowns in demand and EV market saturation. These risks are not yet being taken seriously by the bulls as far as I see.Tesla's limited product line has been a persistent problem that the company has yet to resolve. Addressing this issue may require sacrificing cost reduction initiatives, as research and development and selling, general, and administrative expenses, in addition to capital expenditure, will likely rise, potentially reducing the company's profitability.While I believe that Tesla will eventually overcome these difficulties, I must emphasize that the current valuation exceeds reality. Additionally, the technical picture indicates that the bullish trend may be reversing. Buyers must exercise caution and refrain from attempting to catch falling knives until signs of \"dip-buying conditions\" emerge again. For now, I reiterate the \"Hold\" rating and anticipate that Tesla, Inc. stock prices will keep moving down shortly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955432375,"gmtCreate":1675657582397,"gmtModify":1676539939026,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"TO THE MOON!","listText":"TO THE MOON!","text":"TO THE MOON!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955432375","repostId":"2308464849","repostType":4,"repost":{"id":"2308464849","pubTimestamp":1675636247,"share":"https://www.laohu8.com/m/news/2308464849?lang=&edition=full","pubTime":"2023-02-06 06:30","market":"us","language":"en","title":"Is It Time to Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2308464849","media":"Motley Fool","summary":"Tesla is full of distractions, but don't let the headlines impede your view on how the business is really performing.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Tesla&#39;s production numbers were solid in Q4, even if they missed Wall Street&#39;s projections.</li><li>A price cut will affect Tesla&#39;s falling gross margins.</li><li>The stock is much cheaper than it has been in years past, but it&#39;s still quite expensive.</li></ul><p>One of the most polarizing stocks in today&#39;s market is <b>Tesla</b>. Bears will tell you it&#39;s just an over-valued automaker, while the bulls will claim it&#39;s a technology company that makes cars. In reality, it&#39;s a mixture of these things, but investors have to determine which case has more merit.</p><p>In 2022, the stock fell 65% -- giving the bears the performance they expected. However, it is already up 35% from the start of 2023 -- reinvigorating the bulls. So is this your signal to buy Tesla stock? Or has the stock (once again) run up too far and too fast? Let&#39;s find out.</p><h2>Gross margins are falling, but there&#39;s a floor in place</h2><p>CEO Elon Musk, who holds that title at Twitter, SpaceX, and numerous other companies, is at the center of the Tesla criticism. Unless you&#39;ve had your head in the sand, it&#39;s pretty apparent Musk has spent a lot of time improving his new $44 billion toy in Twitter. To make matters worse, about 50 Tesla engineers voluntarily worked on Twitter.</p><p>Clearly, this could be somewhat of a distraction, and it worried many investors.</p><p>However, Tesla&#39;s latest quarterly results seemed to wipe away those fears. In the fourth quarter, Tesla&#39;s production was quite impressive.</p><table><tbody><tr><th>Model</th><th>Q4 Production</th><th>YOY Growth</th></tr><tr><td>Model S/X production</td><td>20,613</td><td>57%</td></tr><tr><td>Model 3/Y production</td><td>419,088</td><td>43%</td></tr><tr><td>Total production</td><td>439,701</td><td>44%</td></tr></tbody></table><p>Data source: Tesla. YOY = Year over Year.</p><p>While these production numbers are impressive, there were a few other numbers that might concern investors. First, its day of supply inventory (how many days it would take Tesla to deplete its current vehicle inventory) rose to 13 days, which marks an increase from the third quarter&#39;s eight and the second quarter&#39;s four.</p><p>Now, one could argue 13 days is still relatively little supply (which I&#39;d agree with), but investors should keep an eye on this number to ensure it doesn&#39;t reach an egregious level. That would indicate Tesla is building vehicles, but there isn&#39;t consumer demand to buy them. For historical reference, this metric rose to 31 days in first-quarter 2019, so Tesla still has a ways to go before reaching this threshold.</p><p>Another issue investors zoomed in on was Tesla&#39;s margin pressure. In Q4, Tesla&#39;s automotive gross margin fell to 25.9% -- the lowest in five quarters. Falling gross margin can indicate increased cost of goods or weak pricing power, and with Tesla cutting prices on its models, this metric will come under further pressure. Still, CFO Zach Kirkhorn stated in the conference call that Tesla expects to post at least a 20% gross margin moving forward, even with the price cuts.</p><p>This move will likely cause the automotive gross margin to fall to its lowest point in five years in 2023.</p><table><tbody><tr><th>Year</th><th>Automotive Gross Margin</th></tr><tr><td>2018</td><td>23.4%</td></tr><tr><td>2019</td><td>21.2%</td></tr><tr><td>2020</td><td>25.6%</td></tr><tr><td>2021</td><td>29.3%</td></tr><tr><td>2022</td><td>28.5%</td></tr></tbody></table><p>Data source: Tesla.</p><p>Lower gross margins mean less capital to make profits from, but Tesla offset that with a 16% reduction in operating expenses -- something few other companies can say occurred in Q4. Those cost savings allowed Tesla to post $1.07 in Q4 earnings per share (EPS) -- a 57% increase.</p><p>So while Tesla investors have a few items to watch -- margins and inventory -- the quarter was great financially. But even the best companies bought at the wrong price can be a poor investment, so is the time right to buy Tesla?</p><h2>The stock is still expensive, but it&#39;s becoming more reasonable</h2><p>Inherently, there will be a massive disconnect between how bears and bulls think Tesla should be valued. Currently, Tesla trades at 49 times earnings, which isn&#39;t as bad as the 100 times or more it traded at during 2021. However, looking at Tesla&#39;s forward price-to-earnings (P/E) (which utilizes 2023 earnings projections) reveals another trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8dcf87bc3f921789c4483793602315\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts.</span></p><p>With Tesla&#39;s trailing P/E ratio about the same as its forward P/E, analysts think Tesla&#39;s earnings will barely grow over 2022&#39;s levels.</p><p>For 2023, Tesla plans on achieving its 50% compounded annual growth rate of vehicle delivery since 2020, indicating about 1.7 million deliveries in 2023, or a 29% rise over 2022&#39;s numbers. Even with a slight gross margin compression, if Tesla can achieve its delivery goal, it will likely beat earnings estimates -- making the stock seem cheaper than it truly is.</p><p>Still, 45 times forward earnings isn&#39;t a cheap price to pay for any company. If you&#39;re committed to Tesla for the long term (three to five years), buying some shares now and holding on (while watching the business) might be a smart move. However, the valuation still poses a risk, and if Tesla slips up and fails to deliver on its projections, the stock could get rapidly sold off.</p><p>Tesla is far from a safe stock, but it&#39;s still an intriguing investment opportunity at these levels.</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>Is It Time to Buy Tesla Stock?</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\">\nIs It Time to Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/04/is-it-time-to-buy-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla's production numbers were solid in Q4, even if they missed Wall Street's projections.A price cut will affect Tesla's falling gross margins.The stock is much cheaper than it has been in...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/04/is-it-time-to-buy-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4574":"无人驾驶","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4511":"特斯拉概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLA":"特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4555":"新能源车","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://www.fool.com/investing/2023/02/04/is-it-time-to-buy-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308464849","content_text":"KEY POINTSTesla's production numbers were solid in Q4, even if they missed Wall Street's projections.A price cut will affect Tesla's falling gross margins.The stock is much cheaper than it has been in years past, but it's still quite expensive.One of the most polarizing stocks in today's market is Tesla. Bears will tell you it's just an over-valued automaker, while the bulls will claim it's a technology company that makes cars. In reality, it's a mixture of these things, but investors have to determine which case has more merit.In 2022, the stock fell 65% -- giving the bears the performance they expected. However, it is already up 35% from the start of 2023 -- reinvigorating the bulls. So is this your signal to buy Tesla stock? Or has the stock (once again) run up too far and too fast? Let's find out.Gross margins are falling, but there's a floor in placeCEO Elon Musk, who holds that title at Twitter, SpaceX, and numerous other companies, is at the center of the Tesla criticism. Unless you've had your head in the sand, it's pretty apparent Musk has spent a lot of time improving his new $44 billion toy in Twitter. To make matters worse, about 50 Tesla engineers voluntarily worked on Twitter.Clearly, this could be somewhat of a distraction, and it worried many investors.However, Tesla's latest quarterly results seemed to wipe away those fears. In the fourth quarter, Tesla's production was quite impressive.ModelQ4 ProductionYOY GrowthModel S/X production20,61357%Model 3/Y production419,08843%Total production439,70144%Data source: Tesla. YOY = Year over Year.While these production numbers are impressive, there were a few other numbers that might concern investors. First, its day of supply inventory (how many days it would take Tesla to deplete its current vehicle inventory) rose to 13 days, which marks an increase from the third quarter's eight and the second quarter's four.Now, one could argue 13 days is still relatively little supply (which I'd agree with), but investors should keep an eye on this number to ensure it doesn't reach an egregious level. That would indicate Tesla is building vehicles, but there isn't consumer demand to buy them. For historical reference, this metric rose to 31 days in first-quarter 2019, so Tesla still has a ways to go before reaching this threshold.Another issue investors zoomed in on was Tesla's margin pressure. In Q4, Tesla's automotive gross margin fell to 25.9% -- the lowest in five quarters. Falling gross margin can indicate increased cost of goods or weak pricing power, and with Tesla cutting prices on its models, this metric will come under further pressure. Still, CFO Zach Kirkhorn stated in the conference call that Tesla expects to post at least a 20% gross margin moving forward, even with the price cuts.This move will likely cause the automotive gross margin to fall to its lowest point in five years in 2023.YearAutomotive Gross Margin201823.4%201921.2%202025.6%202129.3%202228.5%Data source: Tesla.Lower gross margins mean less capital to make profits from, but Tesla offset that with a 16% reduction in operating expenses -- something few other companies can say occurred in Q4. Those cost savings allowed Tesla to post $1.07 in Q4 earnings per share (EPS) -- a 57% increase.So while Tesla investors have a few items to watch -- margins and inventory -- the quarter was great financially. But even the best companies bought at the wrong price can be a poor investment, so is the time right to buy Tesla?The stock is still expensive, but it's becoming more reasonableInherently, there will be a massive disconnect between how bears and bulls think Tesla should be valued. Currently, Tesla trades at 49 times earnings, which isn't as bad as the 100 times or more it traded at during 2021. However, looking at Tesla's forward price-to-earnings (P/E) (which utilizes 2023 earnings projections) reveals another trend.Data by YCharts.With Tesla's trailing P/E ratio about the same as its forward P/E, analysts think Tesla's earnings will barely grow over 2022's levels.For 2023, Tesla plans on achieving its 50% compounded annual growth rate of vehicle delivery since 2020, indicating about 1.7 million deliveries in 2023, or a 29% rise over 2022's numbers. Even with a slight gross margin compression, if Tesla can achieve its delivery goal, it will likely beat earnings estimates -- making the stock seem cheaper than it truly is.Still, 45 times forward earnings isn't a cheap price to pay for any company. If you're committed to Tesla for the long term (three to five years), buying some shares now and holding on (while watching the business) might be a smart move. However, the valuation still poses a risk, and if Tesla slips up and fails to deliver on its projections, the stock could get rapidly sold off.Tesla is far from a safe stock, but it's still an intriguing investment opportunity at these levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918119050,"gmtCreate":1664332022671,"gmtModify":1676537435124,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"My Stocks&nbsp;[Sad]&nbsp;","listText":"My Stocks&nbsp;[Sad]&nbsp;","text":"My Stocks [Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918119050","repostId":"1104082912","repostType":4,"repost":{"id":"1104082912","pubTimestamp":1664328672,"share":"https://www.laohu8.com/m/news/1104082912?lang=&edition=full","pubTime":"2022-09-28 09:31","market":"us","language":"en","title":"Apple Ditches iPhone Production Increase After Demand Falters","url":"https://stock-news.laohu8.com/highlight/detail?id=1104082912","media":"Bloomberg","summary":"Company had hoped to see new devices trigger sales spurtiPhone 14 Pro models selling better than ent","content":"<html><head></head><body><ul><li>Company had hoped to see new devices trigger sales spurt</li><li>iPhone 14 Pro models selling better than entry-level handsets</li></ul><p><img src=\"https://static.tigerbbs.com/92cd88c528e1e8ec959f79f2e5c6010a\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Apple Inc.is backing off plans to increase production of its new iPhones this year after an anticipated surge in demand failed to materialize, according to people familiar with the matter.</p><p>The Cupertino, California-based electronics maker has told suppliers to pull back from efforts to increase assembly of the iPhone 14 product family by as many as 6 million units in the second half of this year, said the people, asking not to be named as the plans are not public. Instead, the company will aim to produce 90 million handsets for the period, roughly the same level as the prior year andin linewith Apple’s original forecast this summer, the people said.</p><p>Demand for higher-priced iPhone 14 Pro models is stronger than for the entry-level versions, according to some of the people. In at least one case, an Apple supplier is shifting production capacity from lower-priced iPhones to premium models, they added.</p><p>US stock-index futures turned lower after the news, with contracts on the Nasdaq 100 falling as much as 1.3%. Key chipmakerTaiwan Semiconductor Manufacturing Co.fell as much as 1.8%, Apple’s biggest iPhone assemblerHon Hai Precision Industry Co.was down as much as 2.4% and specialized producersLargan Precision Co.andLG Innotek Co.both slumped by more than 7%.</p><p><img src=\"https://static.tigerbbs.com/f4b4b91f3af24fba5d3e016bef84b402\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Apple iPhone 14 and 14 Pro phones at an Apple store in Sydney, earlier in September.Photographer: Brent Lewin/Bloomberg</p><p>Apple had upgraded its sales projections in the weeks leading up to the iPhone 14 release and some of its suppliers had started making preparations for a 7% boost in orders.</p><p>An Apple spokesperson declined to comment.</p><p>China, the world’s biggest smartphone market, is in an economic slump that’s hit its domestic mobile device makers and also affected the iPhone’s sales. Purchases of the iPhone 14 series over its first three days of availability in China were11% downon its predecessor the previous year, according to a Jefferies note on Monday.</p><p>Global demand for personal electronics has also been suppressed by surging inflation, recession fears and disruption from the war in Ukraine. The smartphone market is expected to shrink by 6.5% this year to 1.27 billion units, according todatafrom market tracker IDC.</p><p>“The supply constraints pulling down on the market since last year have eased and the industry has shifted to a demand-constrained market,” said Nabila Popal, research director at IDC. “High inventory in channels and low demand with no signs of immediate recovery has OEMs panicking and cutting their orders drastically for 2022.”</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>Apple Ditches iPhone Production Increase After Demand Falters</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Ditches iPhone Production Increase After Demand Falters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-28/apple-ditches-iphone-production-increase-after-demand-falters><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company had hoped to see new devices trigger sales spurtiPhone 14 Pro models selling better than entry-level handsetsApple Inc.is backing off plans to increase production of its new iPhones this year ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-28/apple-ditches-iphone-production-increase-after-demand-falters\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-28/apple-ditches-iphone-production-increase-after-demand-falters","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104082912","content_text":"Company had hoped to see new devices trigger sales spurtiPhone 14 Pro models selling better than entry-level handsetsApple Inc.is backing off plans to increase production of its new iPhones this year after an anticipated surge in demand failed to materialize, according to people familiar with the matter.The Cupertino, California-based electronics maker has told suppliers to pull back from efforts to increase assembly of the iPhone 14 product family by as many as 6 million units in the second half of this year, said the people, asking not to be named as the plans are not public. Instead, the company will aim to produce 90 million handsets for the period, roughly the same level as the prior year andin linewith Apple’s original forecast this summer, the people said.Demand for higher-priced iPhone 14 Pro models is stronger than for the entry-level versions, according to some of the people. In at least one case, an Apple supplier is shifting production capacity from lower-priced iPhones to premium models, they added.US stock-index futures turned lower after the news, with contracts on the Nasdaq 100 falling as much as 1.3%. Key chipmakerTaiwan Semiconductor Manufacturing Co.fell as much as 1.8%, Apple’s biggest iPhone assemblerHon Hai Precision Industry Co.was down as much as 2.4% and specialized producersLargan Precision Co.andLG Innotek Co.both slumped by more than 7%.Apple iPhone 14 and 14 Pro phones at an Apple store in Sydney, earlier in September.Photographer: Brent Lewin/BloombergApple had upgraded its sales projections in the weeks leading up to the iPhone 14 release and some of its suppliers had started making preparations for a 7% boost in orders.An Apple spokesperson declined to comment.China, the world’s biggest smartphone market, is in an economic slump that’s hit its domestic mobile device makers and also affected the iPhone’s sales. Purchases of the iPhone 14 series over its first three days of availability in China were11% downon its predecessor the previous year, according to a Jefferies note on Monday.Global demand for personal electronics has also been suppressed by surging inflation, recession fears and disruption from the war in Ukraine. The smartphone market is expected to shrink by 6.5% this year to 1.27 billion units, according todatafrom market tracker IDC.“The supply constraints pulling down on the market since last year have eased and the industry has shifted to a demand-constrained market,” said Nabila Popal, research director at IDC. “High inventory in channels and low demand with no signs of immediate recovery has OEMs panicking and cutting their orders drastically for 2022.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273067387850944,"gmtCreate":1707704784603,"gmtModify":1707704788919,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Whats the TLDR? Lol","listText":"Whats the TLDR? Lol","text":"Whats the TLDR? Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273067387850944","repostId":"2410509855","repostType":4,"repost":{"id":"2410509855","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1707696046,"share":"https://www.laohu8.com/m/news/2410509855?lang=&edition=full","pubTime":"2024-02-12 08:00","market":"sg","language":"en","title":"Stocks Are at Records, but Are They Expensive? These Models Have an Answer","url":"https://stock-news.laohu8.com/highlight/detail?id=2410509855","media":"Dow Jones","summary":"Stocks are setting repeated highs, reigniting a perennial debate among investors about whether they are too expensive.The S&P 500 has climbed 5.4% to start 2024 and closed above 5000 for the first time Friday, its 10th record of the year. The Dow Jones Industrial Average has risen 2.6%, setting 11 records along the way.When trying to gauge whether a stock or index appears cheap or pricey, strategists recommend that investors use a combination of metrics, along with weighing the economic conditions, the overall financial health of a company and the industry's record. Investors are typically willing to pay more for companies they anticipate will expand rapidly than those whose growth prospects are more limited.Rising earnings are typically the most dependable fuel for sustained stock-price gains. During periods when stocks climb at a significantly faster rate than corporate earnings, concerns about a bubble often mount. Last year, for example, the S&P 500 rose 24%, yet profits were relat","content":"<html><head></head><body><p>Stocks are setting repeated highs, reigniting a perennial debate among investors about whether they are too expensive.</p><p>The S&amp;P 500 has climbed 5.4% to start 2024 and closed above 5000 for the first time Friday, its 10th record of the year. The Dow Jones Industrial Average has risen 2.6%, setting 11 records along the way.</p><p>When trying to gauge whether a stock or index appears cheap or pricey, strategists recommend that investors use a combination of metrics, along with weighing the economic conditions, the overall financial health of a company and the industry&#39;s record. Investors are typically willing to pay more for companies they anticipate will expand rapidly than those whose growth prospects are more limited.</p><p>Here&#39;s what some of the popular valuation models tell us about the state of the market:</p><h2 id=\"id_3124346428\">Price/earnings ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b71d458a0a4b6d2b000aa484826e884\" title=\"\" tg-width=\"925\" tg-height=\"787\"/></p><p>Prices are just one component of stock valuations. The other is corporate earnings. The price/earnings ratio -- calculated by dividing a company&#39;s stock price by its reported or projected per-share earnings -- is one of Wall Street&#39;s most popular tools for valuing stocks and indicates what an investor is paying for each dollar of a company&#39;s earnings.</p><p>When earnings rise and prices remain steady, valuations contract. If earnings decline, that makes stocks look even more expensive at the same price levels.</p><p>There are two different ways to calculate the ratio. Investors who prefer to look at actual results use a company&#39;s trailing earnings over the previous 12 months. Others argue that projected earnings for the coming year are more relevant, particularly for fast-growing companies in the tech sector.</p><p>Based on trailing earnings, the S&amp;P 500&#39;s multiple is 24.18, above its 10-year average of 20.36. The index&#39;s forward multiple, at 20.38, recently rose above 20 for the first time in two years. Its longer-term average is 17.96.</p><p>&#34;The market is fearless at this point,&#34; said Matt Smith, investment director at Ruffer, a London-based investment management services firm. &#34;From a risk-reward perspective, U.S. equities in particular are pretty unattractive. They have a lot of momentum, but they are expensive.&#34;</p><p>Rising earnings are typically the most dependable fuel for sustained stock-price gains. During periods when stocks climb at a significantly faster rate than corporate earnings, concerns about a bubble often mount. Last year, for example, the S&amp;P 500 rose 24%, yet profits were relatively flat.</p><p>Much of the market&#39;s gains were instead propelled by bets that the Federal Reserve would pull off a soft landing by staving off a recession and soon pivot to cutting interest rates. Equity multiples typically decline in a recession, while higher rates reduce the worth of companies&#39; future cash flows in commonly used pricing models.</p><p>Analysts are more optimistic about the profit picture for this year and project that earnings among the companies in the S&amp;P 500 will rise roughly 11%. That could offer stocks more room to run.</p><p>Tech stocks often command rich valuations because they are expected to generate windfall profits in the future. A mania over generative artificial intelligence spurred big bets on stocks such as Nvidia, leading to its lofty valuation. The chip maker is trading at 33.48 times its projected earnings over the next 12 months.</p><p>&#34;They look at a Nvidia and go, &#39;It&#39;s trading at a huge multiple.&#39; It is on today&#39;s numbers,&#34; said Michael Landsberg, financial adviser at Landsberg Bennett Private Wealth Management. &#34;But if you think they&#39;re gonna grow this quickly in the next couple of years, the reality is that it&#39;s probably cheap based on some metrics that are out there.&#34;</p><p>Nvidia shares more than tripled last year to lead the S&amp;P 500 and are the top performer in the index again in 2024, up 46%. The stock&#39;s valuation soared to more than 60 times forward earnings last year, but the multiple declined as the company reported huge profits.</p><h2 id=\"id_249548916\">Price-to-book ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e5363a93172ebe6c2a9b488ce271bf0\" title=\"\" tg-width=\"933\" tg-height=\"806\"/></p><p>Akin to the price/earnings ratio, the price-to-book ratio divides a company&#39;s stock price by its book value, a measure of total assets minus liabilities.</p><p>The ratio is often used by investors on the hunt for undervalued stocks at reasonable prices. It is typically used to evaluate financial stocks, particularly banks, and shares of companies with tangible assets. It is less useful for tech companies because their growth prospects often aren&#39;t captured on company balance sheets, said Meghan Shue, head of investment strategy at Wilmington Trust.</p><p>The S&amp;P 500 is trading at a forward price-to-book ratio of 4.15, above its 10-year average of 3.26 and its 20-year average of 2.76. In comparison, Nvidia&#39;s price-to-book ratio is 22.48.</p><p>Using this model, Home Depot and building-products company Masco are among the priciest stocks in the index, while <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> and Invesco appear to be among the cheapest.</p><h2 id=\"id_2855100306\">Equity risk premium</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07d1c7c04fb8e2b146da7e1d18916c99\" title=\"\" tg-width=\"951\" tg-height=\"809\"/></p><p>This method measures the reward for owning stocks over government bonds, calculated by taking the gap between a company&#39;s earnings yield and that of a Treasury. Equities are considered to be riskier than ultrasafe government bonds, so investors expect the former to earn a higher return over the long term.</p><p>Earnings yield is computed by dividing a company&#39;s reported or projected earnings over the next year by its stock price. Comparing the trailing earnings yield with the 10-year Treasury yield shows that the S&amp;P 500&#39;s equity risk premium is at 0.7 percentage point, near the lowest level in about two decades. (The lower the ratio is, the more expensive stocks are.)</p><p>Smith at Ruffer recommends calculating the spread to the yield on the 10-year Treasury inflation-protected security, because corporate earnings tend to adjust with inflation. By that measure, too, the risk reward for owning stocks over bonds is at the lowest level on record, based on Dow Jones Market data going back to 2003.</p><h2 id=\"id_2659890910\">Price/earnings growth ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fafeb8186f498b3ed6b32fcfb9b78af\" title=\"\" tg-width=\"976\" tg-height=\"803\"/></p><p>The PEG ratio is the market&#39;s valuation of a company relative to its earnings prospects. To calculate it, divide a company&#39;s price/earnings ratio over the past 12 months by its projected annual future earnings growth. A PEG of 1 indicates the stock&#39;s price is in line with its growth expectations.</p><p>The S&amp;P 500&#39;s current PEG ratio is 1.48, below its 10-year average of 1.49 and above its 20-year average of 1.35. Nvidia&#39;s ratio of 0.78 makes it look cheap in comparison.</p><h2 id=\"id_4247454999\">CAPE ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdaceadc310ad0e680d1c70dd0e1f3af\" title=\"\" tg-width=\"987\" tg-height=\"806\"/></p><p>The cyclically adjusted price-to-earnings ratio was derived by Robert Shiller, a Nobel Prize-winning economist. It is calculated by dividing a stock&#39;s current price with its average inflation-adjusted earnings from the previous 10 years.</p><p>Its advantage is that it corrects for extreme good times and bad times. That smooths out periods such as just before the housing bust, when unusually strong earnings made stocks look reasonably priced, and postrecession recoveries, when weak earnings make stocks look expensive.</p><p>At 33.4, the S&amp;P 500&#39;s CAPE ratio is higher than it has been more than 96% of the time since 1881, but it is still well below the prior peaks seen in the late 1990s and 2021.</p><p>Typically, this model is used to value cyclically sensitive companies such as banks and those in the mining and the oil and gas industries because their outlooks are influenced by consumer supply and demand and economic growth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Are at Records, but Are They Expensive? These Models Have an Answer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Are at Records, but Are They Expensive? These Models Have an Answer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-12 08:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks are setting repeated highs, reigniting a perennial debate among investors about whether they are too expensive.</p><p>The S&amp;P 500 has climbed 5.4% to start 2024 and closed above 5000 for the first time Friday, its 10th record of the year. The Dow Jones Industrial Average has risen 2.6%, setting 11 records along the way.</p><p>When trying to gauge whether a stock or index appears cheap or pricey, strategists recommend that investors use a combination of metrics, along with weighing the economic conditions, the overall financial health of a company and the industry&#39;s record. Investors are typically willing to pay more for companies they anticipate will expand rapidly than those whose growth prospects are more limited.</p><p>Here&#39;s what some of the popular valuation models tell us about the state of the market:</p><h2 id=\"id_3124346428\">Price/earnings ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b71d458a0a4b6d2b000aa484826e884\" title=\"\" tg-width=\"925\" tg-height=\"787\"/></p><p>Prices are just one component of stock valuations. The other is corporate earnings. The price/earnings ratio -- calculated by dividing a company&#39;s stock price by its reported or projected per-share earnings -- is one of Wall Street&#39;s most popular tools for valuing stocks and indicates what an investor is paying for each dollar of a company&#39;s earnings.</p><p>When earnings rise and prices remain steady, valuations contract. If earnings decline, that makes stocks look even more expensive at the same price levels.</p><p>There are two different ways to calculate the ratio. Investors who prefer to look at actual results use a company&#39;s trailing earnings over the previous 12 months. Others argue that projected earnings for the coming year are more relevant, particularly for fast-growing companies in the tech sector.</p><p>Based on trailing earnings, the S&amp;P 500&#39;s multiple is 24.18, above its 10-year average of 20.36. The index&#39;s forward multiple, at 20.38, recently rose above 20 for the first time in two years. Its longer-term average is 17.96.</p><p>&#34;The market is fearless at this point,&#34; said Matt Smith, investment director at Ruffer, a London-based investment management services firm. &#34;From a risk-reward perspective, U.S. equities in particular are pretty unattractive. They have a lot of momentum, but they are expensive.&#34;</p><p>Rising earnings are typically the most dependable fuel for sustained stock-price gains. During periods when stocks climb at a significantly faster rate than corporate earnings, concerns about a bubble often mount. Last year, for example, the S&amp;P 500 rose 24%, yet profits were relatively flat.</p><p>Much of the market&#39;s gains were instead propelled by bets that the Federal Reserve would pull off a soft landing by staving off a recession and soon pivot to cutting interest rates. Equity multiples typically decline in a recession, while higher rates reduce the worth of companies&#39; future cash flows in commonly used pricing models.</p><p>Analysts are more optimistic about the profit picture for this year and project that earnings among the companies in the S&amp;P 500 will rise roughly 11%. That could offer stocks more room to run.</p><p>Tech stocks often command rich valuations because they are expected to generate windfall profits in the future. A mania over generative artificial intelligence spurred big bets on stocks such as Nvidia, leading to its lofty valuation. The chip maker is trading at 33.48 times its projected earnings over the next 12 months.</p><p>&#34;They look at a Nvidia and go, &#39;It&#39;s trading at a huge multiple.&#39; It is on today&#39;s numbers,&#34; said Michael Landsberg, financial adviser at Landsberg Bennett Private Wealth Management. &#34;But if you think they&#39;re gonna grow this quickly in the next couple of years, the reality is that it&#39;s probably cheap based on some metrics that are out there.&#34;</p><p>Nvidia shares more than tripled last year to lead the S&amp;P 500 and are the top performer in the index again in 2024, up 46%. The stock&#39;s valuation soared to more than 60 times forward earnings last year, but the multiple declined as the company reported huge profits.</p><h2 id=\"id_249548916\">Price-to-book ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e5363a93172ebe6c2a9b488ce271bf0\" title=\"\" tg-width=\"933\" tg-height=\"806\"/></p><p>Akin to the price/earnings ratio, the price-to-book ratio divides a company&#39;s stock price by its book value, a measure of total assets minus liabilities.</p><p>The ratio is often used by investors on the hunt for undervalued stocks at reasonable prices. It is typically used to evaluate financial stocks, particularly banks, and shares of companies with tangible assets. It is less useful for tech companies because their growth prospects often aren&#39;t captured on company balance sheets, said Meghan Shue, head of investment strategy at Wilmington Trust.</p><p>The S&amp;P 500 is trading at a forward price-to-book ratio of 4.15, above its 10-year average of 3.26 and its 20-year average of 2.76. In comparison, Nvidia&#39;s price-to-book ratio is 22.48.</p><p>Using this model, Home Depot and building-products company Masco are among the priciest stocks in the index, while <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> and Invesco appear to be among the cheapest.</p><h2 id=\"id_2855100306\">Equity risk premium</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07d1c7c04fb8e2b146da7e1d18916c99\" title=\"\" tg-width=\"951\" tg-height=\"809\"/></p><p>This method measures the reward for owning stocks over government bonds, calculated by taking the gap between a company&#39;s earnings yield and that of a Treasury. Equities are considered to be riskier than ultrasafe government bonds, so investors expect the former to earn a higher return over the long term.</p><p>Earnings yield is computed by dividing a company&#39;s reported or projected earnings over the next year by its stock price. Comparing the trailing earnings yield with the 10-year Treasury yield shows that the S&amp;P 500&#39;s equity risk premium is at 0.7 percentage point, near the lowest level in about two decades. (The lower the ratio is, the more expensive stocks are.)</p><p>Smith at Ruffer recommends calculating the spread to the yield on the 10-year Treasury inflation-protected security, because corporate earnings tend to adjust with inflation. By that measure, too, the risk reward for owning stocks over bonds is at the lowest level on record, based on Dow Jones Market data going back to 2003.</p><h2 id=\"id_2659890910\">Price/earnings growth ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fafeb8186f498b3ed6b32fcfb9b78af\" title=\"\" tg-width=\"976\" tg-height=\"803\"/></p><p>The PEG ratio is the market&#39;s valuation of a company relative to its earnings prospects. To calculate it, divide a company&#39;s price/earnings ratio over the past 12 months by its projected annual future earnings growth. A PEG of 1 indicates the stock&#39;s price is in line with its growth expectations.</p><p>The S&amp;P 500&#39;s current PEG ratio is 1.48, below its 10-year average of 1.49 and above its 20-year average of 1.35. Nvidia&#39;s ratio of 0.78 makes it look cheap in comparison.</p><h2 id=\"id_4247454999\">CAPE ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdaceadc310ad0e680d1c70dd0e1f3af\" title=\"\" tg-width=\"987\" tg-height=\"806\"/></p><p>The cyclically adjusted price-to-earnings ratio was derived by Robert Shiller, a Nobel Prize-winning economist. It is calculated by dividing a stock&#39;s current price with its average inflation-adjusted earnings from the previous 10 years.</p><p>Its advantage is that it corrects for extreme good times and bad times. That smooths out periods such as just before the housing bust, when unusually strong earnings made stocks look reasonably priced, and postrecession recoveries, when weak earnings make stocks look expensive.</p><p>At 33.4, the S&amp;P 500&#39;s CAPE ratio is higher than it has been more than 96% of the time since 1881, but it is still well below the prior peaks seen in the late 1990s and 2021.</p><p>Typically, this model is used to value cyclically sensitive companies such as banks and those in the mining and the oil and gas industries because their outlooks are influenced by consumer supply and demand and economic growth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close",".DJI":"道琼斯","BK4579":"人工智能","BK4588":"碎股",".IXIC":"NASDAQ Composite","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4503":"景林资产持仓","BK4592":"伊斯兰概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc",".SPX":"S&P 500 Index","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4527":"明星科技股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410509855","content_text":"Stocks are setting repeated highs, reigniting a perennial debate among investors about whether they are too expensive.The S&P 500 has climbed 5.4% to start 2024 and closed above 5000 for the first time Friday, its 10th record of the year. The Dow Jones Industrial Average has risen 2.6%, setting 11 records along the way.When trying to gauge whether a stock or index appears cheap or pricey, strategists recommend that investors use a combination of metrics, along with weighing the economic conditions, the overall financial health of a company and the industry's record. Investors are typically willing to pay more for companies they anticipate will expand rapidly than those whose growth prospects are more limited.Here's what some of the popular valuation models tell us about the state of the market:Price/earnings ratioPrices are just one component of stock valuations. The other is corporate earnings. The price/earnings ratio -- calculated by dividing a company's stock price by its reported or projected per-share earnings -- is one of Wall Street's most popular tools for valuing stocks and indicates what an investor is paying for each dollar of a company's earnings.When earnings rise and prices remain steady, valuations contract. If earnings decline, that makes stocks look even more expensive at the same price levels.There are two different ways to calculate the ratio. Investors who prefer to look at actual results use a company's trailing earnings over the previous 12 months. Others argue that projected earnings for the coming year are more relevant, particularly for fast-growing companies in the tech sector.Based on trailing earnings, the S&P 500's multiple is 24.18, above its 10-year average of 20.36. The index's forward multiple, at 20.38, recently rose above 20 for the first time in two years. Its longer-term average is 17.96.\"The market is fearless at this point,\" said Matt Smith, investment director at Ruffer, a London-based investment management services firm. \"From a risk-reward perspective, U.S. equities in particular are pretty unattractive. They have a lot of momentum, but they are expensive.\"Rising earnings are typically the most dependable fuel for sustained stock-price gains. During periods when stocks climb at a significantly faster rate than corporate earnings, concerns about a bubble often mount. Last year, for example, the S&P 500 rose 24%, yet profits were relatively flat.Much of the market's gains were instead propelled by bets that the Federal Reserve would pull off a soft landing by staving off a recession and soon pivot to cutting interest rates. Equity multiples typically decline in a recession, while higher rates reduce the worth of companies' future cash flows in commonly used pricing models.Analysts are more optimistic about the profit picture for this year and project that earnings among the companies in the S&P 500 will rise roughly 11%. That could offer stocks more room to run.Tech stocks often command rich valuations because they are expected to generate windfall profits in the future. A mania over generative artificial intelligence spurred big bets on stocks such as Nvidia, leading to its lofty valuation. The chip maker is trading at 33.48 times its projected earnings over the next 12 months.\"They look at a Nvidia and go, 'It's trading at a huge multiple.' It is on today's numbers,\" said Michael Landsberg, financial adviser at Landsberg Bennett Private Wealth Management. \"But if you think they're gonna grow this quickly in the next couple of years, the reality is that it's probably cheap based on some metrics that are out there.\"Nvidia shares more than tripled last year to lead the S&P 500 and are the top performer in the index again in 2024, up 46%. The stock's valuation soared to more than 60 times forward earnings last year, but the multiple declined as the company reported huge profits.Price-to-book ratioAkin to the price/earnings ratio, the price-to-book ratio divides a company's stock price by its book value, a measure of total assets minus liabilities.The ratio is often used by investors on the hunt for undervalued stocks at reasonable prices. It is typically used to evaluate financial stocks, particularly banks, and shares of companies with tangible assets. It is less useful for tech companies because their growth prospects often aren't captured on company balance sheets, said Meghan Shue, head of investment strategy at Wilmington Trust.The S&P 500 is trading at a forward price-to-book ratio of 4.15, above its 10-year average of 3.26 and its 20-year average of 2.76. In comparison, Nvidia's price-to-book ratio is 22.48.Using this model, Home Depot and building-products company Masco are among the priciest stocks in the index, while Paramount Global and Invesco appear to be among the cheapest.Equity risk premiumThis method measures the reward for owning stocks over government bonds, calculated by taking the gap between a company's earnings yield and that of a Treasury. Equities are considered to be riskier than ultrasafe government bonds, so investors expect the former to earn a higher return over the long term.Earnings yield is computed by dividing a company's reported or projected earnings over the next year by its stock price. Comparing the trailing earnings yield with the 10-year Treasury yield shows that the S&P 500's equity risk premium is at 0.7 percentage point, near the lowest level in about two decades. (The lower the ratio is, the more expensive stocks are.)Smith at Ruffer recommends calculating the spread to the yield on the 10-year Treasury inflation-protected security, because corporate earnings tend to adjust with inflation. By that measure, too, the risk reward for owning stocks over bonds is at the lowest level on record, based on Dow Jones Market data going back to 2003.Price/earnings growth ratioThe PEG ratio is the market's valuation of a company relative to its earnings prospects. To calculate it, divide a company's price/earnings ratio over the past 12 months by its projected annual future earnings growth. A PEG of 1 indicates the stock's price is in line with its growth expectations.The S&P 500's current PEG ratio is 1.48, below its 10-year average of 1.49 and above its 20-year average of 1.35. Nvidia's ratio of 0.78 makes it look cheap in comparison.CAPE ratioThe cyclically adjusted price-to-earnings ratio was derived by Robert Shiller, a Nobel Prize-winning economist. It is calculated by dividing a stock's current price with its average inflation-adjusted earnings from the previous 10 years.Its advantage is that it corrects for extreme good times and bad times. That smooths out periods such as just before the housing bust, when unusually strong earnings made stocks look reasonably priced, and postrecession recoveries, when weak earnings make stocks look expensive.At 33.4, the S&P 500's CAPE ratio is higher than it has been more than 96% of the time since 1881, but it is still well below the prior peaks seen in the late 1990s and 2021.Typically, this model is used to value cyclically sensitive companies such as banks and those in the mining and the oil and gas industries because their outlooks are influenced by consumer supply and demand and economic growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":223680360869952,"gmtCreate":1695647131268,"gmtModify":1695647135970,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Need to load up! Pleae go down more!&nbsp;[Grin]&nbsp;&nbsp;","listText":"Need to load up! Pleae go down more!&nbsp;[Grin]&nbsp;&nbsp;","text":"Need to load up! Pleae go down more! [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/223680360869952","repostId":"1178214205","repostType":4,"repost":{"id":"1178214205","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1695642261,"share":"https://www.laohu8.com/m/news/1178214205?lang=&edition=full","pubTime":"2023-09-25 19:44","market":"us","language":"en","title":"Tesla Stock Drops Again. Here’s How Far It Could Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1178214205","media":"Dow Jones","summary":"Tesla stock is approaching some key support levels. Investors better buckle up for trading volatility.The electric-vehicle maker’s (ticker: TSLA) stock chart looks like a mountain range, with lots of ","content":"<html><head></head><body><p>Tesla stock is approaching some key support levels. Investors better buckle up for trading volatility.</p><p style=\"text-align: start;\">The electric-vehicle maker’s (ticker: TSLA) stock chart looks like a mountain range, with lots of steep slopes. After a recent climb that took shares close to $280 apiece, it looks like the stock is coming down the other side of the peak.</p><p>“The immediate concern is seeing the stock potentially breaking below [a] steep uptrend line,” said CappThesis founder and market technician Frank Cappelleri. “Similar trendline breaks led to quick downside action the last three times in 2023.”</p><p>Tesla stock went from roughly $220 to $280 in a heartbeat. But now, the shares are threatening to break below $260. If they do, $240 is in play, according to Cappelleri’s charts.</p><p>The reason for recent weakness doesn’t appear to be related to the company. “The market is in a corrective phase,” said John Roque, senior managing director and head of technical strategy at 22V Research. “Tesla is not likely to be immune.”</p><p>How far the stock can fall is a key question for investors. Beyond the $240 Cappelleri flagged, “key support for Tesla is near $218,” said Fairlead Strategies analyst Will Tamplin. That is the level where a recent rally for the stock started in mid-August and another price for investors to watch.</p><p>None of the three’s comments represent a call about the prospects for Tesla’s business. Like other technical analysts, they draw lessons from what stock charts say about past trading to give investors and traders a sense of where things are going over the short- and medium-term.</p><p>The approach is well suited to Tesla stock. The shares tend to go up and down rapidly, becoming oversold or overbought several times a year as too much good news or bad news is reflected in the price.</p><p>It happens a lot with Tesla stock because investors in the company, and analysts, tend to be a little extreme. ARK Invest’s Cathie Wood expects Tesla to hit $2,000 a share in coming years. GLJ Research analyst Gordon Johnson believes Tesla is worth about $24 a share.</p><p>The $1,900-plus difference is almost eight times the current stock price of about $257 a share, a gap that represents more than $6 trillion in market capitalization. There just aren’t many stocks investors that are as controversial as Tesla.</p><p>Not everyone, of course, tries to make trading gains with stocks they hold in their portfolio. Some just leave them alone, seeking to score as shares gain value over time.</p><p>Tesla stock dropped 1.3% in premarket trading after falling 4.2% on last Friday trading. </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>Tesla Stock Drops Again. Here’s How Far It Could Fall</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 Drops Again. Here’s How Far It Could Fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-09-25 19:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock is approaching some key support levels. Investors better buckle up for trading volatility.</p><p style=\"text-align: start;\">The electric-vehicle maker’s (ticker: TSLA) stock chart looks like a mountain range, with lots of steep slopes. After a recent climb that took shares close to $280 apiece, it looks like the stock is coming down the other side of the peak.</p><p>“The immediate concern is seeing the stock potentially breaking below [a] steep uptrend line,” said CappThesis founder and market technician Frank Cappelleri. “Similar trendline breaks led to quick downside action the last three times in 2023.”</p><p>Tesla stock went from roughly $220 to $280 in a heartbeat. But now, the shares are threatening to break below $260. If they do, $240 is in play, according to Cappelleri’s charts.</p><p>The reason for recent weakness doesn’t appear to be related to the company. “The market is in a corrective phase,” said John Roque, senior managing director and head of technical strategy at 22V Research. “Tesla is not likely to be immune.”</p><p>How far the stock can fall is a key question for investors. Beyond the $240 Cappelleri flagged, “key support for Tesla is near $218,” said Fairlead Strategies analyst Will Tamplin. That is the level where a recent rally for the stock started in mid-August and another price for investors to watch.</p><p>None of the three’s comments represent a call about the prospects for Tesla’s business. Like other technical analysts, they draw lessons from what stock charts say about past trading to give investors and traders a sense of where things are going over the short- and medium-term.</p><p>The approach is well suited to Tesla stock. The shares tend to go up and down rapidly, becoming oversold or overbought several times a year as too much good news or bad news is reflected in the price.</p><p>It happens a lot with Tesla stock because investors in the company, and analysts, tend to be a little extreme. ARK Invest’s Cathie Wood expects Tesla to hit $2,000 a share in coming years. GLJ Research analyst Gordon Johnson believes Tesla is worth about $24 a share.</p><p>The $1,900-plus difference is almost eight times the current stock price of about $257 a share, a gap that represents more than $6 trillion in market capitalization. There just aren’t many stocks investors that are as controversial as Tesla.</p><p>Not everyone, of course, tries to make trading gains with stocks they hold in their portfolio. Some just leave them alone, seeking to score as shares gain value over time.</p><p>Tesla stock dropped 1.3% in premarket trading after falling 4.2% on last Friday trading. </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":"1178214205","content_text":"Tesla stock is approaching some key support levels. Investors better buckle up for trading volatility.The electric-vehicle maker’s (ticker: TSLA) stock chart looks like a mountain range, with lots of steep slopes. After a recent climb that took shares close to $280 apiece, it looks like the stock is coming down the other side of the peak.“The immediate concern is seeing the stock potentially breaking below [a] steep uptrend line,” said CappThesis founder and market technician Frank Cappelleri. “Similar trendline breaks led to quick downside action the last three times in 2023.”Tesla stock went from roughly $220 to $280 in a heartbeat. But now, the shares are threatening to break below $260. If they do, $240 is in play, according to Cappelleri’s charts.The reason for recent weakness doesn’t appear to be related to the company. “The market is in a corrective phase,” said John Roque, senior managing director and head of technical strategy at 22V Research. “Tesla is not likely to be immune.”How far the stock can fall is a key question for investors. Beyond the $240 Cappelleri flagged, “key support for Tesla is near $218,” said Fairlead Strategies analyst Will Tamplin. That is the level where a recent rally for the stock started in mid-August and another price for investors to watch.None of the three’s comments represent a call about the prospects for Tesla’s business. Like other technical analysts, they draw lessons from what stock charts say about past trading to give investors and traders a sense of where things are going over the short- and medium-term.The approach is well suited to Tesla stock. The shares tend to go up and down rapidly, becoming oversold or overbought several times a year as too much good news or bad news is reflected in the price.It happens a lot with Tesla stock because investors in the company, and analysts, tend to be a little extreme. ARK Invest’s Cathie Wood expects Tesla to hit $2,000 a share in coming years. GLJ Research analyst Gordon Johnson believes Tesla is worth about $24 a share.The $1,900-plus difference is almost eight times the current stock price of about $257 a share, a gap that represents more than $6 trillion in market capitalization. There just aren’t many stocks investors that are as controversial as Tesla.Not everyone, of course, tries to make trading gains with stocks they hold in their portfolio. Some just leave them alone, seeking to score as shares gain value over time.Tesla stock dropped 1.3% in premarket trading after falling 4.2% on last Friday trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940920889,"gmtCreate":1677655325642,"gmtModify":1677655339765,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"STRONG BUY!","listText":"STRONG BUY!","text":"STRONG BUY!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940920889","repostId":"2316653689","repostType":4,"repost":{"id":"2316653689","pubTimestamp":1677652059,"share":"https://www.laohu8.com/m/news/2316653689?lang=&edition=full","pubTime":"2023-03-01 14:27","market":"us","language":"en","title":"NIO Q4 Earnings Preview: All Eyes on 2023 Projections After Recent Delivery Numbers","url":"https://stock-news.laohu8.com/highlight/detail?id=2316653689","media":"Seekingalpha","summary":"NIO is scheduled to announce Q4 earnings results on Wednesday, March 1st, before market open.The con","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> is scheduled to announce Q4 earnings results on Wednesday, March 1st, before market open.</p><p>The consensus EPS Estimate is -$0.23 (-43.8% Y/Y) and the consensus Revenue Estimate is $2.56B (+65.2% Y/Y).</p><p>Investors can find confidence in the fact that fellow Chinese EV maker Li Auto (LI) posted a Q4 earnings beat and issued a rosy outlook.</p><p>Nio (NIO) delivered 122,486 vehicles in 2022, increasing by 34.0% Y/Y and with a record monthly delivery of 15,815 vehicles in the final month of the year.</p><p>All eyes will also be focused on the Shanghai-based automaker&#39;s projections for 2023. Shares rallied at the start of 2022 but soon began to dip amid a slow reopen of China from covid lockdown and the end of subsidies for EV makers.</p><p><img src=\"https://static.tigerbbs.com/472d72501abcb2a6c6abc941c61da1bf\" tg-width=\"1280\" tg-height=\"442\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Mizuho holds a &#34;cautiously optimistic&#34; view for Nio in 2023, estimating strong deliveries and production as China continues reopening and production ramps up following a scheduled shutdown. Five new model launches and ramps in 2023 could also be tailwinds.</p><p>The automaker has plans to build a new factory to produce a new brand of budget EVs for export to Europe, according to a recent Reuters report.</p><p>Recent SA contributor analyses have also been positive, with Stone Fox Capital recently suggesting that although Nio (NIO) started the year off with weak deliveries in January, it should guide to improving numbers by Q2 2023.</p><p>Nio has continued its momentum into January and has delivery potential but, also faces short-term headwinds due to &#34;growing pricing pressure in the EV industry&#34; according to The Asian Investor.</p><p>Over the last 2 years, NIO has beaten EPS estimates 63% of the time and has beaten revenue estimates 88% of the time.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q4 Earnings Preview: All Eyes on 2023 Projections After Recent Delivery Numbers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Q4 Earnings Preview: All Eyes on 2023 Projections After Recent Delivery Numbers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3941992-nio-q4-earnings-preview-all-eyes-on-2023-projections-after-recent-delivery-numbers><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO is scheduled to announce Q4 earnings results on Wednesday, March 1st, before market open.The consensus EPS Estimate is -$0.23 (-43.8% Y/Y) and the consensus Revenue Estimate is $2.56B (+65.2% Y/Y)...</p>\n\n<a href=\"https://seekingalpha.com/news/3941992-nio-q4-earnings-preview-all-eyes-on-2023-projections-after-recent-delivery-numbers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/news/3941992-nio-q4-earnings-preview-all-eyes-on-2023-projections-after-recent-delivery-numbers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2316653689","content_text":"NIO is scheduled to announce Q4 earnings results on Wednesday, March 1st, before market open.The consensus EPS Estimate is -$0.23 (-43.8% Y/Y) and the consensus Revenue Estimate is $2.56B (+65.2% Y/Y).Investors can find confidence in the fact that fellow Chinese EV maker Li Auto (LI) posted a Q4 earnings beat and issued a rosy outlook.Nio (NIO) delivered 122,486 vehicles in 2022, increasing by 34.0% Y/Y and with a record monthly delivery of 15,815 vehicles in the final month of the year.All eyes will also be focused on the Shanghai-based automaker's projections for 2023. Shares rallied at the start of 2022 but soon began to dip amid a slow reopen of China from covid lockdown and the end of subsidies for EV makers.Mizuho holds a \"cautiously optimistic\" view for Nio in 2023, estimating strong deliveries and production as China continues reopening and production ramps up following a scheduled shutdown. Five new model launches and ramps in 2023 could also be tailwinds.The automaker has plans to build a new factory to produce a new brand of budget EVs for export to Europe, according to a recent Reuters report.Recent SA contributor analyses have also been positive, with Stone Fox Capital recently suggesting that although Nio (NIO) started the year off with weak deliveries in January, it should guide to improving numbers by Q2 2023.Nio has continued its momentum into January and has delivery potential but, also faces short-term headwinds due to \"growing pricing pressure in the EV industry\" according to The Asian Investor.Over the last 2 years, NIO has beaten EPS estimates 63% of the time and has beaten revenue estimates 88% of the time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952675250,"gmtCreate":1674713188470,"gmtModify":1676538954770,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"There is no rival TSLA all the way baby!","listText":"There is no rival TSLA all the way baby!","text":"There is no rival TSLA all the way baby!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952675250","repostId":"2306458009","repostType":4,"repost":{"id":"2306458009","pubTimestamp":1674710308,"share":"https://www.laohu8.com/m/news/2306458009?lang=&edition=full","pubTime":"2023-01-26 13:18","market":"hk","language":"en","title":"Elon Musk Expects Tesla’s Main Rival Will Be a Chinese EV Maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2306458009","media":"Bloomberg","summary":"Tesla Inc.’s biggest competitor is likely to be a Chinese company, Chief Executive Officer Elon Musk","content":"<html><head></head><body><p>Tesla Inc.’s biggest competitor is likely to be a Chinese company, Chief Executive Officer Elon Musk said on a call with analysts following the electric-vehicle maker’s quarterly earnings.</p><p>Asked about Chinese car companies, Musk said they “work the hardest, and they work the smartest,” describing them as the most competitive in the world. “If I were to guess,” he said, “probably some company out of China is the most likely to be second to Tesla.”</p><p>Tesla slashed prices on its models in China, where it has a factory in Shanghai, on Jan. 6 following an earlier round of cuts on Chinese-made Model Y and Model 3 EVs in October. Other automakers have also announced cutsto get a better hold in the world’s biggest EV market, including local players such as Xpeng Inc. and Aito, which is backed by Huawei Technologies Co.</p><p>China’s leading EV maker is BYD Co., which outsold Tesla in 2022 when its plug-in hybrid vehicles as well as pure EVs were included.</p><p>Musk said on Wednesday’s call that China is the most competitive market. He’s made similar comments before, including during an online forum in September 2021, when he said he had “a great deal of respect for the many Chinese automakers.”</p><p>Tesla made more than 710,000 EVs in China last year, about 52% of its global output, even with production being disrupted by the country’s now-abandoned Covid-Zero policy. Musk said 2022 was difficult due to shutdowns at Tesla’s China factory, along with higher borrowing costs and logistical issues.</p><p>Without unexpected disruptions, worldwide output could approach 2 million vehicles this year, Musk said.</p><p>BloombergNEF expects Tesla’s sales to grow by up to 40% in 2023 and its Model Y to be the best-selling EV in the world, likely making it into the top three models of any type.</p><p>Tesla’s revenue in the fourth quarter was $24.3 billion, ahead of market expectations, while it reported adjusted earnings of $1.19 a share, topping the $1.12 average forecast from analysts.</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>Elon Musk Expects Tesla’s Main Rival Will Be a Chinese EV Maker</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 Expects Tesla’s Main Rival Will Be a Chinese EV Maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-26/elon-musk-expects-tesla-s-main-rival-will-be-a-chinese-ev-maker?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc.’s biggest competitor is likely to be a Chinese company, Chief Executive Officer Elon Musk said on a call with analysts following the electric-vehicle maker’s quarterly earnings.Asked about ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-26/elon-musk-expects-tesla-s-main-rival-will-be-a-chinese-ev-maker?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4511":"特斯拉概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来","BK1575":"同股不同权","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","01211":"比亚迪股份","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","002594":"比亚迪","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK1539":"汽车股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4555":"新能源车","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK1588":"回港中概股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","LI":"理想汽车","02015":"理想汽车-W","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","BK1587":"次新股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","09866":"蔚来-SW","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4574":"无人驾驶","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4551":"寇图资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BYDDY":"比亚迪ADR","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","NIO.SI":"蔚来"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-26/elon-musk-expects-tesla-s-main-rival-will-be-a-chinese-ev-maker?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306458009","content_text":"Tesla Inc.’s biggest competitor is likely to be a Chinese company, Chief Executive Officer Elon Musk said on a call with analysts following the electric-vehicle maker’s quarterly earnings.Asked about Chinese car companies, Musk said they “work the hardest, and they work the smartest,” describing them as the most competitive in the world. “If I were to guess,” he said, “probably some company out of China is the most likely to be second to Tesla.”Tesla slashed prices on its models in China, where it has a factory in Shanghai, on Jan. 6 following an earlier round of cuts on Chinese-made Model Y and Model 3 EVs in October. Other automakers have also announced cutsto get a better hold in the world’s biggest EV market, including local players such as Xpeng Inc. and Aito, which is backed by Huawei Technologies Co.China’s leading EV maker is BYD Co., which outsold Tesla in 2022 when its plug-in hybrid vehicles as well as pure EVs were included.Musk said on Wednesday’s call that China is the most competitive market. He’s made similar comments before, including during an online forum in September 2021, when he said he had “a great deal of respect for the many Chinese automakers.”Tesla made more than 710,000 EVs in China last year, about 52% of its global output, even with production being disrupted by the country’s now-abandoned Covid-Zero policy. Musk said 2022 was difficult due to shutdowns at Tesla’s China factory, along with higher borrowing costs and logistical issues.Without unexpected disruptions, worldwide output could approach 2 million vehicles this year, Musk said.BloombergNEF expects Tesla’s sales to grow by up to 40% in 2023 and its Model Y to be the best-selling EV in the world, likely making it into the top three models of any type.Tesla’s revenue in the fourth quarter was $24.3 billion, ahead of market expectations, while it reported adjusted earnings of $1.19 a share, topping the $1.12 average forecast from analysts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956763706,"gmtCreate":1674206733906,"gmtModify":1676538930438,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956763706","repostId":"1182722786","repostType":4,"repost":{"id":"1182722786","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1674206320,"share":"https://www.laohu8.com/m/news/1182722786?lang=&edition=full","pubTime":"2023-01-20 17:18","market":"us","language":"en","title":"Some EV Stocks Rallied in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1182722786","media":"Tiger Newspress","summary":"Some EV stocks rallied in premarket trading. Tesla and NIO rose 1%; XPeng, Li Auto and Nikola rose 2","content":"<html><head></head><body><p>Some EV stocks rallied in premarket trading. Tesla and NIO rose 1%; XPeng, Li Auto and Nikola rose 2%.</p><p><img src=\"https://static.tigerbbs.com/4be2251ae626a01499559a78ec10082e\" tg-width=\"400\" tg-height=\"595\" width=\"100%\" height=\"auto\"/></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>Some EV Stocks Rallied in Premarket Trading</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\">\nSome EV Stocks Rallied in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-20 17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some EV stocks rallied in premarket trading. Tesla and NIO rose 1%; XPeng, Li Auto and Nikola rose 2%.</p><p><img src=\"https://static.tigerbbs.com/4be2251ae626a01499559a78ec10082e\" tg-width=\"400\" tg-height=\"595\" width=\"100%\" height=\"auto\"/></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":"1182722786","content_text":"Some EV stocks rallied in premarket trading. Tesla and NIO rose 1%; XPeng, Li Auto and Nikola rose 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200246509088896,"gmtCreate":1689922672840,"gmtModify":1689922677268,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"The rate hike should only be .25% basis point else chaos! (just kidding) there are still other stocks that will be less impacted by this im sure.","listText":"The rate hike should only be .25% basis point else chaos! (just kidding) there are still other stocks that will be less impacted by this im sure.","text":"The rate hike should only be .25% basis point else chaos! (just kidding) there are still other stocks that will be less impacted by this im sure.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200246509088896","repostId":"1119265778","repostType":4,"repost":{"id":"1119265778","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1689918900,"share":"https://www.laohu8.com/m/news/1119265778?lang=&edition=full","pubTime":"2023-07-21 13:55","market":"us","language":"en","title":"Fed Meeting Preview: Interest Rates Expected To Surge To 22-Year Highs, But Communication On Future Steps Is Key","url":"https://stock-news.laohu8.com/highlight/detail?id=1119265778","media":"Benzinga","summary":"ZINGER KEY POINTSThe market has nearly totally discounted a 25-basis-point rate hike to 5.25%-5.5%.Bank of America projects another rate hike in September.The financial world is gearing up for the hig","content":"<html><head></head><body><h4 id=\"id_1713039327\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The market has nearly totally discounted a 25-basis-point rate hike to 5.25%-5.5%.</p></li><li><p>Bank of America projects another rate hike in September.</p></li></ul><ul><li><p>Ex-Fed chair Bernanke says next Fed interest rate hike may be its last</p></li></ul><p>The financial world is gearing up for the highly anticipated Federal Open Market Committee (FOMC) interest rate decision scheduled for Wednesday, July 26.</p><p style=\"text-align: start;\">It’s almost a sure thing the Fed will raise interest rates by 0.25%, pushing the cost of money to 5.25%-5.5%, its highest level since February 2001.</p><p style=\"text-align: start;\">What still remains uncertain is the Fed’s course of action after July. The words used in the Fed statement and Fed Chair <strong>Jerome Powell’s</strong> remarks next week could have significant implications for the stock market, depending on whether the Fed aims to raise rates further or not.</p><h2 id=\"id_3924444783\" style=\"text-align: start;\">Fed’s July Meeting: Market Says Hike Is A Done Deal</h2><p style=\"text-align: start;\">The market has nearly totally discounted a 25-basis-point rate rise to 5-25%-5.5% at the Fed’s July meeting. This outcome has an indicated chance of 99.8%, according to the <strong>CME Group Fed Watch</strong> tool.</p><p style=\"text-align: start;\">What remains unknown is the outcome of the September meeting, with a subsequent rate rise priced at an 18% probability. The odds of a hike to 5.5%-5.75% by the November are marginally greater, with the market probability hovering at 34%.</p><p style=\"text-align: start;\">In its June macroeconomic predictions, the Fed’s median voter hinted at two more rate rises by year’s end.</p><p style=\"text-align: start;\">The table below shows the market-implied probability of the Fed’s funds target rate for each FOMC meeting date as of Thursday. As we can see, the market expects a rate rise of 25 basis points to 5.25%-5.5% for the July 26 meeting, with a 99.8% chance. Subsequent meetings show varied probability for the level of interest rates, reflecting increasing uncertainty, with the first rate cut priced at the end of the first quarter of 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bddc25625193c09832097b306ccba47d\" title=\"\" tg-width=\"1083\" tg-height=\"313\"/></p><h2 id=\"id_28389234\" style=\"text-align: start;\">Data Cements Progress On Inflation, Economy Remains Strong</h2><p style=\"text-align: start;\">On the inflation front, there have been some encouraging signs, but the Fed’s target has yet to be met. Core inflation fell faster than predicted to 4.8% in June, while overall inflation fell to 3%, the lowest level since March 2021. Producer-side inflation practically vanished, with PPI inflation printing at 0.1% in June, the lowest since August 2020.</p><p style=\"text-align: start;\">Despite these favorable developments, a healthy economy is pushing back against premature rate cut hopes, leaving the chance of another hike well alive as we approach year-end.</p><p style=\"text-align: start;\">The banking sector has recovered remarkably well from the March crisis, proving to be robust, stable and profitable.</p><p style=\"text-align: start;\">Despite June’s somewhat disappointing nonfarm payrolls number, the job market remains tight, with the unemployment rate falling to 3.6%. Jobless claims totaled fewer than predicted last week, while the latest data on retail sales shows that consumers are still sufficiently confident for spending, with a 0.6% increase in core retail sales.</p><p style=\"text-align: start;\">In contrast to the manufacturing sector, which showed symptoms of significant contraction in the most recent PMI survey, the service sector of the economy showed steady expansion.</p><p style=\"text-align: start;\">In general, the economic climate may not be one that is encouraging Fed members to ease monetary policy. The prospect of another rate rise or of keeping rates on hold for longer will most likely remain after the July’s meeting.</p><h2 id=\"id_3868261227\" style=\"text-align: start;\">Bank of America Says Fed Not Ready To Signal End Of Tightening</h2><p style=\"text-align: start;\">Bank of America’s economists predict that after the rate increase in July, the Fed will deliver another 25bp hike in September, resulting in a terminal target range of 5.5%-5.75%.</p><p style=\"text-align: start;\">Bank of America’s Michael Gapen said he believes Powell will stick to his June economic estimates, which suggested that most members expected more than one hike before the end of the year.</p><p style=\"text-align: start;\">“We do not think the Fed is ready to signal it is done with its tightening cycle,” BofA economists said in a note.</p><p style=\"text-align: start;\">They also said the Fed does not want to be committed in any manner, anticipating that Powell will emphasize the Fed’s continuing data dependency.</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>Fed Meeting Preview: Interest Rates Expected To Surge To 22-Year Highs, But Communication On Future Steps Is Key</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Meeting Preview: Interest Rates Expected To Surge To 22-Year Highs, But Communication On Future Steps Is Key\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-07-21 13:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_1713039327\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The market has nearly totally discounted a 25-basis-point rate hike to 5.25%-5.5%.</p></li><li><p>Bank of America projects another rate hike in September.</p></li></ul><ul><li><p>Ex-Fed chair Bernanke says next Fed interest rate hike may be its last</p></li></ul><p>The financial world is gearing up for the highly anticipated Federal Open Market Committee (FOMC) interest rate decision scheduled for Wednesday, July 26.</p><p style=\"text-align: start;\">It’s almost a sure thing the Fed will raise interest rates by 0.25%, pushing the cost of money to 5.25%-5.5%, its highest level since February 2001.</p><p style=\"text-align: start;\">What still remains uncertain is the Fed’s course of action after July. The words used in the Fed statement and Fed Chair <strong>Jerome Powell’s</strong> remarks next week could have significant implications for the stock market, depending on whether the Fed aims to raise rates further or not.</p><h2 id=\"id_3924444783\" style=\"text-align: start;\">Fed’s July Meeting: Market Says Hike Is A Done Deal</h2><p style=\"text-align: start;\">The market has nearly totally discounted a 25-basis-point rate rise to 5-25%-5.5% at the Fed’s July meeting. This outcome has an indicated chance of 99.8%, according to the <strong>CME Group Fed Watch</strong> tool.</p><p style=\"text-align: start;\">What remains unknown is the outcome of the September meeting, with a subsequent rate rise priced at an 18% probability. The odds of a hike to 5.5%-5.75% by the November are marginally greater, with the market probability hovering at 34%.</p><p style=\"text-align: start;\">In its June macroeconomic predictions, the Fed’s median voter hinted at two more rate rises by year’s end.</p><p style=\"text-align: start;\">The table below shows the market-implied probability of the Fed’s funds target rate for each FOMC meeting date as of Thursday. As we can see, the market expects a rate rise of 25 basis points to 5.25%-5.5% for the July 26 meeting, with a 99.8% chance. Subsequent meetings show varied probability for the level of interest rates, reflecting increasing uncertainty, with the first rate cut priced at the end of the first quarter of 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bddc25625193c09832097b306ccba47d\" title=\"\" tg-width=\"1083\" tg-height=\"313\"/></p><h2 id=\"id_28389234\" style=\"text-align: start;\">Data Cements Progress On Inflation, Economy Remains Strong</h2><p style=\"text-align: start;\">On the inflation front, there have been some encouraging signs, but the Fed’s target has yet to be met. Core inflation fell faster than predicted to 4.8% in June, while overall inflation fell to 3%, the lowest level since March 2021. Producer-side inflation practically vanished, with PPI inflation printing at 0.1% in June, the lowest since August 2020.</p><p style=\"text-align: start;\">Despite these favorable developments, a healthy economy is pushing back against premature rate cut hopes, leaving the chance of another hike well alive as we approach year-end.</p><p style=\"text-align: start;\">The banking sector has recovered remarkably well from the March crisis, proving to be robust, stable and profitable.</p><p style=\"text-align: start;\">Despite June’s somewhat disappointing nonfarm payrolls number, the job market remains tight, with the unemployment rate falling to 3.6%. Jobless claims totaled fewer than predicted last week, while the latest data on retail sales shows that consumers are still sufficiently confident for spending, with a 0.6% increase in core retail sales.</p><p style=\"text-align: start;\">In contrast to the manufacturing sector, which showed symptoms of significant contraction in the most recent PMI survey, the service sector of the economy showed steady expansion.</p><p style=\"text-align: start;\">In general, the economic climate may not be one that is encouraging Fed members to ease monetary policy. The prospect of another rate rise or of keeping rates on hold for longer will most likely remain after the July’s meeting.</p><h2 id=\"id_3868261227\" style=\"text-align: start;\">Bank of America Says Fed Not Ready To Signal End Of Tightening</h2><p style=\"text-align: start;\">Bank of America’s economists predict that after the rate increase in July, the Fed will deliver another 25bp hike in September, resulting in a terminal target range of 5.5%-5.75%.</p><p style=\"text-align: start;\">Bank of America’s Michael Gapen said he believes Powell will stick to his June economic estimates, which suggested that most members expected more than one hike before the end of the year.</p><p style=\"text-align: start;\">“We do not think the Fed is ready to signal it is done with its tightening cycle,” BofA economists said in a note.</p><p style=\"text-align: start;\">They also said the Fed does not want to be committed in any manner, anticipating that Powell will emphasize the Fed’s continuing data dependency.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119265778","content_text":"ZINGER KEY POINTSThe market has nearly totally discounted a 25-basis-point rate hike to 5.25%-5.5%.Bank of America projects another rate hike in September.Ex-Fed chair Bernanke says next Fed interest rate hike may be its lastThe financial world is gearing up for the highly anticipated Federal Open Market Committee (FOMC) interest rate decision scheduled for Wednesday, July 26.It’s almost a sure thing the Fed will raise interest rates by 0.25%, pushing the cost of money to 5.25%-5.5%, its highest level since February 2001.What still remains uncertain is the Fed’s course of action after July. The words used in the Fed statement and Fed Chair Jerome Powell’s remarks next week could have significant implications for the stock market, depending on whether the Fed aims to raise rates further or not.Fed’s July Meeting: Market Says Hike Is A Done DealThe market has nearly totally discounted a 25-basis-point rate rise to 5-25%-5.5% at the Fed’s July meeting. This outcome has an indicated chance of 99.8%, according to the CME Group Fed Watch tool.What remains unknown is the outcome of the September meeting, with a subsequent rate rise priced at an 18% probability. The odds of a hike to 5.5%-5.75% by the November are marginally greater, with the market probability hovering at 34%.In its June macroeconomic predictions, the Fed’s median voter hinted at two more rate rises by year’s end.The table below shows the market-implied probability of the Fed’s funds target rate for each FOMC meeting date as of Thursday. As we can see, the market expects a rate rise of 25 basis points to 5.25%-5.5% for the July 26 meeting, with a 99.8% chance. Subsequent meetings show varied probability for the level of interest rates, reflecting increasing uncertainty, with the first rate cut priced at the end of the first quarter of 2024.Data Cements Progress On Inflation, Economy Remains StrongOn the inflation front, there have been some encouraging signs, but the Fed’s target has yet to be met. Core inflation fell faster than predicted to 4.8% in June, while overall inflation fell to 3%, the lowest level since March 2021. Producer-side inflation practically vanished, with PPI inflation printing at 0.1% in June, the lowest since August 2020.Despite these favorable developments, a healthy economy is pushing back against premature rate cut hopes, leaving the chance of another hike well alive as we approach year-end.The banking sector has recovered remarkably well from the March crisis, proving to be robust, stable and profitable.Despite June’s somewhat disappointing nonfarm payrolls number, the job market remains tight, with the unemployment rate falling to 3.6%. Jobless claims totaled fewer than predicted last week, while the latest data on retail sales shows that consumers are still sufficiently confident for spending, with a 0.6% increase in core retail sales.In contrast to the manufacturing sector, which showed symptoms of significant contraction in the most recent PMI survey, the service sector of the economy showed steady expansion.In general, the economic climate may not be one that is encouraging Fed members to ease monetary policy. The prospect of another rate rise or of keeping rates on hold for longer will most likely remain after the July’s meeting.Bank of America Says Fed Not Ready To Signal End Of TighteningBank of America’s economists predict that after the rate increase in July, the Fed will deliver another 25bp hike in September, resulting in a terminal target range of 5.5%-5.75%.Bank of America’s Michael Gapen said he believes Powell will stick to his June economic estimates, which suggested that most members expected more than one hike before the end of the year.“We do not think the Fed is ready to signal it is done with its tightening cycle,” BofA economists said in a note.They also said the Fed does not want to be committed in any manner, anticipating that Powell will emphasize the Fed’s continuing data dependency.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199143784104208,"gmtCreate":1689655138316,"gmtModify":1689655142447,"author":{"id":"4126009676307882","authorId":"4126009676307882","name":"Conrad Genio","avatar":"https://community-static.tradeup.com/news/9cd14e4ca4e918fb661d2fa29f6fbbda","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I would say META, its a no brainer for me. but the only company that might hinder them is Apple with all their restrictions like \"ask not to track\" there could be more of these and that \"might\"&nbsp;really affect META's growth.","listText":"I would say META, its a no brainer for me. but the only company that might hinder them is Apple with all their restrictions like \"ask not to track\" there could be more of these and that \"might\"&nbsp;really affect META's growth.","text":"I would say META, its a no brainer for me. but the only company that might hinder them is Apple with all their restrictions like \"ask not to track\" there could be more of these and that \"might\" really affect META's growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199143784104208","repostId":"2352773435","repostType":4,"repost":{"id":"2352773435","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1689647880,"share":"https://www.laohu8.com/m/news/2352773435?lang=&edition=full","pubTime":"2023-07-18 10:38","market":"us","language":"en","title":"Meta Platforms Vs. Alphabet: Which Big Tech Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2352773435","media":"Dow Jones","summary":"Investors can compare the Google and Facebook parent companies on key metrics, but the choice quickly becomes ‘extraordinarily subjective.’Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?The face-offElon Musk and Mark Zuckerberg have been wasting our time lately with talk of a cage fight. This Financial Face-off tackles a more relevant battle between two tech giants. The question: Whic","content":"<html><head></head><body><p>Investors can compare the Google and Facebook parent companies on key metrics, but the choice quickly becomes ‘extraordinarily subjective.’</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc7fca1b3451c39bc495bd3a431dd22c\" alt=\"Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?\" title=\"Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?\" tg-width=\"700\" tg-height=\"487\"/><span>Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?</span></p><h2 id=\"id_2814089263\" style=\"text-align: start;\">The face-off</h2><p style=\"text-align: start;\">Elon Musk and Mark Zuckerberg have been wasting our time lately with talk of a cage fight. This Financial Face-off tackles a more relevant battle between two tech giants. The question: Which big tech stock is a better buy for investors, Meta Platforms (formerly known as Facebook, where Zuckerberg is CEO) or Alphabet, the company that owns Google?</p><h2 id=\"id_907174600\">Why it matters</h2><p>From hastily Googling a dinner recipe on your commute home, to shopping for office attire on Facebook-owned Instagram, there’s no question that for many of us, these two tech companies are enmeshed in our daily lives. Maybe you’ve heard that you should “invest in what you know” and thought you should look into owning a piece of Meta or Alphabet. (For the record, the fund manager credited with coining “invest in what you know” says his advice has been widely misinterpreted.) Maybe you’ve heard that Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, and you want to know if you should get in on this action.</p><h2 id=\"id_1945952708\">How to compare stocks and decide which one is a better buy</h2><p>Your Financial Face-off columnist talked to two experts about how they would approach this comparison. I asked them how a novice investor should look at this question.</p><p>I learned that there’s no one right way to analyze stocks. It’s a mix of data-crunching and informed prognostication — with a dash of gut feeling.</p><p>“It’s tricky comparing them,” said Steve Sosnick, chief strategist at Interactive Brokers, an online investment trading platform. “It’s very different than comparing, let’s say, Exxon to Chevron or Ford to GM.” That’s because Meta and Alphabet are considered high-growth companies, while Exxon, Chevron, Ford and General Motors are considered value stocks. Growth stocks generally offer the potential for higher returns, but can be riskier to invest in because they are more volatile. Value stocks typically deliver consistent, but more modest returns. Meta and Alphabet are labeled high-growth partly because “they’ve been turbo-charged by AI enthusiasm and by how AI might affect their business,” Sosnick said. But picking which companies will be the winners and losers as AI emerges quickly becomes “extraordinarily subjective,” he said.</p><p>Advertisement</p><h2 id=\"id_3318501336\">‘The best AI company may not exist yet’</h2><p>The rise of the internet in the 1990s and early 2000s was a similar moment. It was as life-changing as everybody thought it would be, and perhaps more so, but that didn’t mean everyone made money investing in internet stocks, because the early winners weren’t necessarily the ultimate winners, Sosnick said. “Netscape and AOL were the two companies you had to be in,” Sosnick said. “Facebook and Google didn’t exist. The best AI company may not exist right now.”</p><p>Then there’s the question of whether these companies’ earnings are stable and can be replicated. When considering this, investors need to weigh factors outside their control. With Exxon and Chevron, that would be the price of oil. With Meta and Alphabet, one of those X factors is AI. “As unknowable as the price of oil is at any given time, it’s really unknowable what the ramifications of AI will be both on society, and on these particular companies,” Sosnick said. “It’s difficult to value something that is both so futuristic and something that is so intangible.”</p><h2 id=\"id_2906482968\">Metrics for measuring stocks</h2><p>But, there are, of course, plenty of tangibles investors can use to evaluate companies. One of the most common and simple ways is to look at a stock’s price-to-earnings ratio, or P/E ratio. The P/E ratio “gives investors a way to see what they’re paying for each $1 on a company’s bottom line,” wrote MarketWatch deputy investing and corporate news editor Tomi Kilgore in this helpful guide on how to use MarketWatch’s stock quote pages to research stocks. Meta’s quote page is here and Alphabet’s are here and here.) </p><p>The higher the P/E, the more expensive a stock is considered to be, while a lower P/E means a stock is considered a better buy. The S&amp;P 500 was trading at a forward P/E (meaning the P/E based on expected earnings, not past earnings) of 19.5 on July 14; Alphabet’s Class A shares had a forward P/E of 21, Meta’s was 23, according to FactSet.</p><p><strong><em>‘It’s really unknowable what the ramifications of AI will be both on society, and on these particular companies.’</em></strong></p><p>— Steve Sosnick, chief strategist at Interactive Brokers</p><p>Investors making a basic comparison between two value stocks might also look at numbers such as the dividend yield, Sosnick said, but in the case of Alphabet and Meta, dividend yields are not a factor, because growth companies don’t typically pay dividends.</p><p>Sosnick is also a fan of looking at a stock’s PEG ratio, which is a stock’s P/E ratio divided by the projected growth of its earnings. Stocks with lower PEG ratio can be considered better buys.</p><p>Meta’s and Alphabet’s P/E and PEG ratios stacked up pretty evenly in mid-June when MarketWatch talked to Sosnick. That was before Meta rolled out its “Twitter killer” social-media platform Threads, and before some analysts started voicing concerns about the impact of AI on Google’s search-ad business.</p><p>In cases where neither stock seems particularly expensive or cheap relative to the other, Sosnick said, “It really comes down to, who do you like better?” Investors need to ask themselves, “Whose vision of the future is better, and who is more likely to realize it, and who is more likely to profit from it? And who is more likely to get competition that could knock them off their perch?” In other words, if you want to invest in Meta, you have to believe in Mark Zuckerberg, Sosnick said.</p><h2 id=\"id_1006220965\">‘You’re trying to anticipate how well a company will do’</h2><p>Likewise, Dave Heger, a senior equity analyst with Edward Jones, also saw similarities between the companies’ metrics when he spoke to MarketWatch in mid-June. Heger evaluates stocks and writes opinion reports, rating a stock as either a “buy” or a “hold.” Heger had rated both Meta and Alphabet as “buy” when we talked. Financial advisers at Edward Jones then use his opinions when discussing possible investments with their clients. </p><p>Heger uses what’s called the “mosaic theory” to research a stock, taking pieces of information from several sources and putting them together to form a picture of a company. He’ll do this in part by talking to people inside a company, such as the chief financial officer, investor relations representatives or even the chief executive officer. Analysts also glean information by looking at data from independent sources on trends in a particular industry and by reading news articles. </p><p>One of the first things analysts like Heger do is to project a company’s revenue, expenses and earnings, to help determine what a stock should be worth. “The market in general is always forward-looking and you’re trying to anticipate how well a company will do, and price the stock based on those expectations,” Heger said. For both Alphabet and Meta, Heger has models that show quarter-by-quarter what the company’s results could be over the next two years, and even further out.</p><p>Based on his research, Heger gave your Financial Face-off columnist a quick sketch of each company’s business model, revenue sources and the risks they face from competitors and other sources. </p><p>Both Alphabet and Meta make most of their revenue from online advertising, he said. At Alphabet this is mostly search advertising, or ads that show up in Google search results. Google also makes money from the advertising on YouTube, which it owns, and by providing technology that helps other companies place ads on websites. Its other revenue sources include cloud computing, Google TV, its Android operating system and selling actual cell phones. While Google is dominant in search, it faces competition from the likes of Amazon and Target, whose websites people use as search engines when shopping for products, Heger noted.</p><p>Meta’s online advertising revenue comes mostly from its social-media sites: Facebook, Instagram, and Threads. The company also owns the messaging service WhatsApp. Another smaller part of Meta’s business is Reality Labs, where it’s trying to develop metaverse technology.</p><p>“In a nutshell how I would sum it up for Alphabet is that they’re a fairly diversified company in terms of how they generate revenue,” Heger said. “For some investors that may be appealing that you don’t have all your eggs in one basket.”</p><h2 id=\"id_2323625016\">The verdict</h2><p>My highly subjective personal take: Alphabet.</p><h2 id=\"id_2018867091\">My reasons</h2><p>Because these stocks line up similarly on basic metrics, I went with my gut. I chose Alphabet because its search tool feels like an indispensable part of daily life. Google is a verb that most of the world understands. Facebook, Instagram and Threads are forums we choose to visit when we want to, but Google functions more like a utility that we need. And it doesn’t come with the negative mental-health side effects of social media. I have no desire to follow the people behind Facebook and Instagram into the metaverse. Then again, Xerox was once a verb that meant to copy a piece of paper, but when was the last time you did that?</p><h2 id=\"id_1801433394\">Is my verdict best for you?</h2><p>On the other hand, why are you even looking at Meta vs. Alphabet, as in, why are you interested in buying individual stocks? Investors picking and trading individual stocks rarely beat the market. Instead of buying one of these stocks, you could get a piece of the Magnificent Seven with less risk by investing in an ETF, mutual fund or index fund that will let you own pieces of several different companies. Invesco’s QQQ exchange-traded fund, which tracks the Nasdaq-100 index, would accomplish this.</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>Meta Platforms Vs. Alphabet: Which Big Tech Stock Is a Better 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\">\nMeta Platforms Vs. Alphabet: Which Big Tech Stock Is a Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-18 10:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors can compare the Google and Facebook parent companies on key metrics, but the choice quickly becomes ‘extraordinarily subjective.’</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc7fca1b3451c39bc495bd3a431dd22c\" alt=\"Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?\" title=\"Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?\" tg-width=\"700\" tg-height=\"487\"/><span>Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?</span></p><h2 id=\"id_2814089263\" style=\"text-align: start;\">The face-off</h2><p style=\"text-align: start;\">Elon Musk and Mark Zuckerberg have been wasting our time lately with talk of a cage fight. This Financial Face-off tackles a more relevant battle between two tech giants. The question: Which big tech stock is a better buy for investors, Meta Platforms (formerly known as Facebook, where Zuckerberg is CEO) or Alphabet, the company that owns Google?</p><h2 id=\"id_907174600\">Why it matters</h2><p>From hastily Googling a dinner recipe on your commute home, to shopping for office attire on Facebook-owned Instagram, there’s no question that for many of us, these two tech companies are enmeshed in our daily lives. Maybe you’ve heard that you should “invest in what you know” and thought you should look into owning a piece of Meta or Alphabet. (For the record, the fund manager credited with coining “invest in what you know” says his advice has been widely misinterpreted.) Maybe you’ve heard that Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, and you want to know if you should get in on this action.</p><h2 id=\"id_1945952708\">How to compare stocks and decide which one is a better buy</h2><p>Your Financial Face-off columnist talked to two experts about how they would approach this comparison. I asked them how a novice investor should look at this question.</p><p>I learned that there’s no one right way to analyze stocks. It’s a mix of data-crunching and informed prognostication — with a dash of gut feeling.</p><p>“It’s tricky comparing them,” said Steve Sosnick, chief strategist at Interactive Brokers, an online investment trading platform. “It’s very different than comparing, let’s say, Exxon to Chevron or Ford to GM.” That’s because Meta and Alphabet are considered high-growth companies, while Exxon, Chevron, Ford and General Motors are considered value stocks. Growth stocks generally offer the potential for higher returns, but can be riskier to invest in because they are more volatile. Value stocks typically deliver consistent, but more modest returns. Meta and Alphabet are labeled high-growth partly because “they’ve been turbo-charged by AI enthusiasm and by how AI might affect their business,” Sosnick said. But picking which companies will be the winners and losers as AI emerges quickly becomes “extraordinarily subjective,” he said.</p><p>Advertisement</p><h2 id=\"id_3318501336\">‘The best AI company may not exist yet’</h2><p>The rise of the internet in the 1990s and early 2000s was a similar moment. It was as life-changing as everybody thought it would be, and perhaps more so, but that didn’t mean everyone made money investing in internet stocks, because the early winners weren’t necessarily the ultimate winners, Sosnick said. “Netscape and AOL were the two companies you had to be in,” Sosnick said. “Facebook and Google didn’t exist. The best AI company may not exist right now.”</p><p>Then there’s the question of whether these companies’ earnings are stable and can be replicated. When considering this, investors need to weigh factors outside their control. With Exxon and Chevron, that would be the price of oil. With Meta and Alphabet, one of those X factors is AI. “As unknowable as the price of oil is at any given time, it’s really unknowable what the ramifications of AI will be both on society, and on these particular companies,” Sosnick said. “It’s difficult to value something that is both so futuristic and something that is so intangible.”</p><h2 id=\"id_2906482968\">Metrics for measuring stocks</h2><p>But, there are, of course, plenty of tangibles investors can use to evaluate companies. One of the most common and simple ways is to look at a stock’s price-to-earnings ratio, or P/E ratio. The P/E ratio “gives investors a way to see what they’re paying for each $1 on a company’s bottom line,” wrote MarketWatch deputy investing and corporate news editor Tomi Kilgore in this helpful guide on how to use MarketWatch’s stock quote pages to research stocks. Meta’s quote page is here and Alphabet’s are here and here.) </p><p>The higher the P/E, the more expensive a stock is considered to be, while a lower P/E means a stock is considered a better buy. The S&amp;P 500 was trading at a forward P/E (meaning the P/E based on expected earnings, not past earnings) of 19.5 on July 14; Alphabet’s Class A shares had a forward P/E of 21, Meta’s was 23, according to FactSet.</p><p><strong><em>‘It’s really unknowable what the ramifications of AI will be both on society, and on these particular companies.’</em></strong></p><p>— Steve Sosnick, chief strategist at Interactive Brokers</p><p>Investors making a basic comparison between two value stocks might also look at numbers such as the dividend yield, Sosnick said, but in the case of Alphabet and Meta, dividend yields are not a factor, because growth companies don’t typically pay dividends.</p><p>Sosnick is also a fan of looking at a stock’s PEG ratio, which is a stock’s P/E ratio divided by the projected growth of its earnings. Stocks with lower PEG ratio can be considered better buys.</p><p>Meta’s and Alphabet’s P/E and PEG ratios stacked up pretty evenly in mid-June when MarketWatch talked to Sosnick. That was before Meta rolled out its “Twitter killer” social-media platform Threads, and before some analysts started voicing concerns about the impact of AI on Google’s search-ad business.</p><p>In cases where neither stock seems particularly expensive or cheap relative to the other, Sosnick said, “It really comes down to, who do you like better?” Investors need to ask themselves, “Whose vision of the future is better, and who is more likely to realize it, and who is more likely to profit from it? And who is more likely to get competition that could knock them off their perch?” In other words, if you want to invest in Meta, you have to believe in Mark Zuckerberg, Sosnick said.</p><h2 id=\"id_1006220965\">‘You’re trying to anticipate how well a company will do’</h2><p>Likewise, Dave Heger, a senior equity analyst with Edward Jones, also saw similarities between the companies’ metrics when he spoke to MarketWatch in mid-June. Heger evaluates stocks and writes opinion reports, rating a stock as either a “buy” or a “hold.” Heger had rated both Meta and Alphabet as “buy” when we talked. Financial advisers at Edward Jones then use his opinions when discussing possible investments with their clients. </p><p>Heger uses what’s called the “mosaic theory” to research a stock, taking pieces of information from several sources and putting them together to form a picture of a company. He’ll do this in part by talking to people inside a company, such as the chief financial officer, investor relations representatives or even the chief executive officer. Analysts also glean information by looking at data from independent sources on trends in a particular industry and by reading news articles. </p><p>One of the first things analysts like Heger do is to project a company’s revenue, expenses and earnings, to help determine what a stock should be worth. “The market in general is always forward-looking and you’re trying to anticipate how well a company will do, and price the stock based on those expectations,” Heger said. For both Alphabet and Meta, Heger has models that show quarter-by-quarter what the company’s results could be over the next two years, and even further out.</p><p>Based on his research, Heger gave your Financial Face-off columnist a quick sketch of each company’s business model, revenue sources and the risks they face from competitors and other sources. </p><p>Both Alphabet and Meta make most of their revenue from online advertising, he said. At Alphabet this is mostly search advertising, or ads that show up in Google search results. Google also makes money from the advertising on YouTube, which it owns, and by providing technology that helps other companies place ads on websites. Its other revenue sources include cloud computing, Google TV, its Android operating system and selling actual cell phones. While Google is dominant in search, it faces competition from the likes of Amazon and Target, whose websites people use as search engines when shopping for products, Heger noted.</p><p>Meta’s online advertising revenue comes mostly from its social-media sites: Facebook, Instagram, and Threads. The company also owns the messaging service WhatsApp. Another smaller part of Meta’s business is Reality Labs, where it’s trying to develop metaverse technology.</p><p>“In a nutshell how I would sum it up for Alphabet is that they’re a fairly diversified company in terms of how they generate revenue,” Heger said. “For some investors that may be appealing that you don’t have all your eggs in one basket.”</p><h2 id=\"id_2323625016\">The verdict</h2><p>My highly subjective personal take: Alphabet.</p><h2 id=\"id_2018867091\">My reasons</h2><p>Because these stocks line up similarly on basic metrics, I went with my gut. I chose Alphabet because its search tool feels like an indispensable part of daily life. Google is a verb that most of the world understands. Facebook, Instagram and Threads are forums we choose to visit when we want to, but Google functions more like a utility that we need. And it doesn’t come with the negative mental-health side effects of social media. I have no desire to follow the people behind Facebook and Instagram into the metaverse. Then again, Xerox was once a verb that meant to copy a piece of paper, but when was the last time you did that?</p><h2 id=\"id_1801433394\">Is my verdict best for you?</h2><p>On the other hand, why are you even looking at Meta vs. Alphabet, as in, why are you interested in buying individual stocks? Investors picking and trading individual stocks rarely beat the market. Instead of buying one of these stocks, you could get a piece of the Magnificent Seven with less risk by investing in an ETF, mutual fund or index fund that will let you own pieces of several different companies. Invesco’s QQQ exchange-traded fund, which tracks the Nasdaq-100 index, would accomplish this.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002232.USD":"Allianz Global High Payout USD","BK4574":"无人驾驶","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4099":"汽车制造商","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4516":"特朗普概念","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0122376428.USD":"贝莱德世界能源基金A2","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4507":"流媒体概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4576":"AR","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1150488135.SGD":"First Eagle Amundi Income Builder AHS-MD SGD-H","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4525":"远程办公概念","LU0079474960.USD":"联博美国增长基金A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","BK4538":"云计算","BK4077":"互动媒体与服务","META":"Meta Platforms","GOOGL":"谷歌A","BK4550":"红杉资本持仓","GOOG":"谷歌","BK4503":"景林资产持仓"},"source_url":"https://www.marketwatch.com/story/meta-platforms-vs-alphabet-which-big-tech-stock-is-a-better-buy-42a391c6?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352773435","content_text":"Investors can compare the Google and Facebook parent companies on key metrics, but the choice quickly becomes ‘extraordinarily subjective.’Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, Which stock is a better buy for investors?The face-offElon Musk and Mark Zuckerberg have been wasting our time lately with talk of a cage fight. This Financial Face-off tackles a more relevant battle between two tech giants. The question: Which big tech stock is a better buy for investors, Meta Platforms (formerly known as Facebook, where Zuckerberg is CEO) or Alphabet, the company that owns Google?Why it mattersFrom hastily Googling a dinner recipe on your commute home, to shopping for office attire on Facebook-owned Instagram, there’s no question that for many of us, these two tech companies are enmeshed in our daily lives. Maybe you’ve heard that you should “invest in what you know” and thought you should look into owning a piece of Meta or Alphabet. (For the record, the fund manager credited with coining “invest in what you know” says his advice has been widely misinterpreted.) Maybe you’ve heard that Meta and Alphabet are among the so-called Magnificent Seven companies that have led a rally in tech stocks this year, and you want to know if you should get in on this action.How to compare stocks and decide which one is a better buyYour Financial Face-off columnist talked to two experts about how they would approach this comparison. I asked them how a novice investor should look at this question.I learned that there’s no one right way to analyze stocks. It’s a mix of data-crunching and informed prognostication — with a dash of gut feeling.“It’s tricky comparing them,” said Steve Sosnick, chief strategist at Interactive Brokers, an online investment trading platform. “It’s very different than comparing, let’s say, Exxon to Chevron or Ford to GM.” That’s because Meta and Alphabet are considered high-growth companies, while Exxon, Chevron, Ford and General Motors are considered value stocks. Growth stocks generally offer the potential for higher returns, but can be riskier to invest in because they are more volatile. Value stocks typically deliver consistent, but more modest returns. Meta and Alphabet are labeled high-growth partly because “they’ve been turbo-charged by AI enthusiasm and by how AI might affect their business,” Sosnick said. But picking which companies will be the winners and losers as AI emerges quickly becomes “extraordinarily subjective,” he said.Advertisement‘The best AI company may not exist yet’The rise of the internet in the 1990s and early 2000s was a similar moment. It was as life-changing as everybody thought it would be, and perhaps more so, but that didn’t mean everyone made money investing in internet stocks, because the early winners weren’t necessarily the ultimate winners, Sosnick said. “Netscape and AOL were the two companies you had to be in,” Sosnick said. “Facebook and Google didn’t exist. The best AI company may not exist right now.”Then there’s the question of whether these companies’ earnings are stable and can be replicated. When considering this, investors need to weigh factors outside their control. With Exxon and Chevron, that would be the price of oil. With Meta and Alphabet, one of those X factors is AI. “As unknowable as the price of oil is at any given time, it’s really unknowable what the ramifications of AI will be both on society, and on these particular companies,” Sosnick said. “It’s difficult to value something that is both so futuristic and something that is so intangible.”Metrics for measuring stocksBut, there are, of course, plenty of tangibles investors can use to evaluate companies. One of the most common and simple ways is to look at a stock’s price-to-earnings ratio, or P/E ratio. The P/E ratio “gives investors a way to see what they’re paying for each $1 on a company’s bottom line,” wrote MarketWatch deputy investing and corporate news editor Tomi Kilgore in this helpful guide on how to use MarketWatch’s stock quote pages to research stocks. Meta’s quote page is here and Alphabet’s are here and here.) The higher the P/E, the more expensive a stock is considered to be, while a lower P/E means a stock is considered a better buy. The S&P 500 was trading at a forward P/E (meaning the P/E based on expected earnings, not past earnings) of 19.5 on July 14; Alphabet’s Class A shares had a forward P/E of 21, Meta’s was 23, according to FactSet.‘It’s really unknowable what the ramifications of AI will be both on society, and on these particular companies.’— Steve Sosnick, chief strategist at Interactive BrokersInvestors making a basic comparison between two value stocks might also look at numbers such as the dividend yield, Sosnick said, but in the case of Alphabet and Meta, dividend yields are not a factor, because growth companies don’t typically pay dividends.Sosnick is also a fan of looking at a stock’s PEG ratio, which is a stock’s P/E ratio divided by the projected growth of its earnings. Stocks with lower PEG ratio can be considered better buys.Meta’s and Alphabet’s P/E and PEG ratios stacked up pretty evenly in mid-June when MarketWatch talked to Sosnick. That was before Meta rolled out its “Twitter killer” social-media platform Threads, and before some analysts started voicing concerns about the impact of AI on Google’s search-ad business.In cases where neither stock seems particularly expensive or cheap relative to the other, Sosnick said, “It really comes down to, who do you like better?” Investors need to ask themselves, “Whose vision of the future is better, and who is more likely to realize it, and who is more likely to profit from it? And who is more likely to get competition that could knock them off their perch?” In other words, if you want to invest in Meta, you have to believe in Mark Zuckerberg, Sosnick said.‘You’re trying to anticipate how well a company will do’Likewise, Dave Heger, a senior equity analyst with Edward Jones, also saw similarities between the companies’ metrics when he spoke to MarketWatch in mid-June. Heger evaluates stocks and writes opinion reports, rating a stock as either a “buy” or a “hold.” Heger had rated both Meta and Alphabet as “buy” when we talked. Financial advisers at Edward Jones then use his opinions when discussing possible investments with their clients. Heger uses what’s called the “mosaic theory” to research a stock, taking pieces of information from several sources and putting them together to form a picture of a company. He’ll do this in part by talking to people inside a company, such as the chief financial officer, investor relations representatives or even the chief executive officer. Analysts also glean information by looking at data from independent sources on trends in a particular industry and by reading news articles. One of the first things analysts like Heger do is to project a company’s revenue, expenses and earnings, to help determine what a stock should be worth. “The market in general is always forward-looking and you’re trying to anticipate how well a company will do, and price the stock based on those expectations,” Heger said. For both Alphabet and Meta, Heger has models that show quarter-by-quarter what the company’s results could be over the next two years, and even further out.Based on his research, Heger gave your Financial Face-off columnist a quick sketch of each company’s business model, revenue sources and the risks they face from competitors and other sources. Both Alphabet and Meta make most of their revenue from online advertising, he said. At Alphabet this is mostly search advertising, or ads that show up in Google search results. Google also makes money from the advertising on YouTube, which it owns, and by providing technology that helps other companies place ads on websites. Its other revenue sources include cloud computing, Google TV, its Android operating system and selling actual cell phones. While Google is dominant in search, it faces competition from the likes of Amazon and Target, whose websites people use as search engines when shopping for products, Heger noted.Meta’s online advertising revenue comes mostly from its social-media sites: Facebook, Instagram, and Threads. The company also owns the messaging service WhatsApp. Another smaller part of Meta’s business is Reality Labs, where it’s trying to develop metaverse technology.“In a nutshell how I would sum it up for Alphabet is that they’re a fairly diversified company in terms of how they generate revenue,” Heger said. “For some investors that may be appealing that you don’t have all your eggs in one basket.”The verdictMy highly subjective personal take: Alphabet.My reasonsBecause these stocks line up similarly on basic metrics, I went with my gut. I chose Alphabet because its search tool feels like an indispensable part of daily life. Google is a verb that most of the world understands. Facebook, Instagram and Threads are forums we choose to visit when we want to, but Google functions more like a utility that we need. And it doesn’t come with the negative mental-health side effects of social media. I have no desire to follow the people behind Facebook and Instagram into the metaverse. Then again, Xerox was once a verb that meant to copy a piece of paper, but when was the last time you did that?Is my verdict best for you?On the other hand, why are you even looking at Meta vs. Alphabet, as in, why are you interested in buying individual stocks? Investors picking and trading individual stocks rarely beat the market. Instead of buying one of these stocks, you could get a piece of the Magnificent Seven with less risk by investing in an ETF, mutual fund or index fund that will let you own pieces of several different companies. Invesco’s QQQ exchange-traded fund, which tracks the Nasdaq-100 index, would accomplish this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}