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05-28

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Hong Kong Stocks Extend Gains, Cheered by Shanghai’s Property Easing, China’s US$47.5 Billion Chip Fund

03-20

FOMC will likely keep itself flexible - it will not confirm definitely when it will cut . Reason is it willhave freedom to cut rate when it like or have to. So it will also not say there won't be any rate cutin 2024. The market have to guess when from jobs report , CPI report. Don't expect the FOMC to surprise or shake market too much this time .

2023-08-30

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Nvidia Stock Isn't Invincible. Watch These 3 Things

2023-06-05

Amazon is about par with / same level with UPS and DHL in the USA. This is not mentioned ..

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2023-06-05

Amazon's air freight service market share is also growing very fast .....

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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310725344559256","repostId":"1191368281","repostType":2,"repost":{"id":"1191368281","pubTimestamp":1716865202,"share":"https://ttm.financial/m/news/1191368281?lang=&edition=fundamental","pubTime":"2024-05-28 11:00","market":"hk","language":"en","title":"Hong Kong Stocks Extend Gains, Cheered by Shanghai’s Property Easing, China’s US$47.5 Billion Chip Fund","url":"https://stock-news.laohu8.com/highlight/detail?id=1191368281","media":"South China Morning Post","summary":"Shanghai will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more homeSMIC and Hua Hong Semiconductors shar","content":"<html><head></head><body><ul style=\"\"><li><p>Shanghai will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more home</p></li></ul><ul style=\"\"><li><p>SMIC and Hua Hong Semiconductors shares jump after Beijing unveiled a US$47.5 billion investment plan towards achieving self-sufficiency in the chip sector</p></li></ul><p>Hong Kong stocks rose for a second day as easing of restrictions in home purchases in Shanghai spurred optimism about a recovery in China’s property market while chip makers extended gains following the creation of the country’s largest-ever chip investment fund.</p><p>The Hang Seng Index gained 0.3 per cent to 18,888.62 as of 11am local time. The Hang Seng Tech Index advanced 0.5 per cent.</p><p>China Resources Land gained 1.5 per cent to HK$31 and Longfor Group Holdings strengthened 1 per cent to HK$13.76. SMIC jumped 2.9 per cent to HK$16.96 and Hua Hong Semiconductors leapt 5.2 per cent to HK$20.85 after Beijing unveiled a US$47.5 billion investment plan towards achieving self-sufficiency in its semiconductor industry.</p><p>Alibaba Health Information Technology surged 11 per cent to HK$3.42 after its net income increased 65 per cent for the financial year ended March from a year ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd38c6a4ade9d67d7ebf81427f488fa2\" tg-width=\"306\" tg-height=\"618\"/></p><p>A city view of Shanghai, east China. It became the first tier-one city to roll out easing measures after China unveiled a sweeping rescue plan for the property market earlier this month. Photo: Xinhua</p><p>Shanghai, China’s biggest commercial city, will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more home starting Tuesday, the city’s government said on Monday. It became the first tier-one city to roll out easing measures after China unveiled a sweeping rescue plan for the property market earlier this month.</p><p>China Vanke added 1.3 per cent to HK$6.20 after the debt-stricken Chinese property developer sold an unfinished project for 2.24 billion yuan ($309 million) and injected much-needed liquidity into its operations.</p><p>Other major Asian markets were mixed. Japan’s Nikkei 225 slipped 0.2 per cent and Australia’s S&amp;P/ASX 200 lost 0.1 per cent, while South Korea’s Kospi rose 0.2 per cent.</p></body></html>","source":"lsy1600132093512","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks Extend Gains, Cheered by Shanghai’s Property Easing, China’s US$47.5 Billion Chip Fund</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\">\nHong Kong Stocks Extend Gains, Cheered by Shanghai’s Property Easing, China’s US$47.5 Billion Chip Fund\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/china-business/article/3264344/hong-kong-stocks-extend-gains-cheered-shanghais-property-easing-chinas-us475-billion-chip-fund?module=top_story&pgtype=subsection><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shanghai will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more homeSMIC and Hua Hong Semiconductors ...</p>\n\n<a href=\"https://www.scmp.com/business/china-business/article/3264344/hong-kong-stocks-extend-gains-cheered-shanghais-property-easing-chinas-us475-billion-chip-fund?module=top_story&pgtype=subsection\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://www.scmp.com/business/china-business/article/3264344/hong-kong-stocks-extend-gains-cheered-shanghais-property-easing-chinas-us475-billion-chip-fund?module=top_story&pgtype=subsection","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191368281","content_text":"Shanghai will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more homeSMIC and Hua Hong Semiconductors shares jump after Beijing unveiled a US$47.5 billion investment plan towards achieving self-sufficiency in the chip sectorHong Kong stocks rose for a second day as easing of restrictions in home purchases in Shanghai spurred optimism about a recovery in China’s property market while chip makers extended gains following the creation of the country’s largest-ever chip investment fund.The Hang Seng Index gained 0.3 per cent to 18,888.62 as of 11am local time. The Hang Seng Tech Index advanced 0.5 per cent.China Resources Land gained 1.5 per cent to HK$31 and Longfor Group Holdings strengthened 1 per cent to HK$13.76. SMIC jumped 2.9 per cent to HK$16.96 and Hua Hong Semiconductors leapt 5.2 per cent to HK$20.85 after Beijing unveiled a US$47.5 billion investment plan towards achieving self-sufficiency in its semiconductor industry.Alibaba Health Information Technology surged 11 per cent to HK$3.42 after its net income increased 65 per cent for the financial year ended March from a year ago.A city view of Shanghai, east China. It became the first tier-one city to roll out easing measures after China unveiled a sweeping rescue plan for the property market earlier this month. Photo: XinhuaShanghai, China’s biggest commercial city, will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more home starting Tuesday, the city’s government said on Monday. It became the first tier-one city to roll out easing measures after China unveiled a sweeping rescue plan for the property market earlier this month.China Vanke added 1.3 per cent to HK$6.20 after the debt-stricken Chinese property developer sold an unfinished project for 2.24 billion yuan ($309 million) and injected much-needed liquidity into its operations.Other major Asian markets were mixed. Japan’s Nikkei 225 slipped 0.2 per cent and Australia’s S&P/ASX 200 lost 0.1 per cent, while South Korea’s Kospi rose 0.2 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286361414193232,"gmtCreate":1710917666391,"gmtModify":1710918069667,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"FOMC will likely keep itself flexible - it will not confirm definitely when it will cut . Reason is it willhave freedom to cut rate when it like or have to. So it will also not say there won't be any rate cutin 2024. The market have to guess when from jobs report , CPI report. Don't expect the FOMC to surprise or shake market too much&nbsp;this time .","listText":"FOMC will likely keep itself flexible - it will not confirm definitely when it will cut . Reason is it willhave freedom to cut rate when it like or have to. So it will also not say there won't be any rate cutin 2024. The market have to guess when from jobs report , CPI report. Don't expect the FOMC to surprise or shake market too much&nbsp;this time .","text":"FOMC will likely keep itself flexible - it will not confirm definitely when it will cut . Reason is it willhave freedom to cut rate when it like or have to. So it will also not say there won't be any rate cutin 2024. The market have to guess when from jobs report , CPI report. Don't expect the FOMC to surprise or shake market too much this time .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/286361414193232","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576157343730083","authorId":"3576157343730083","authorIdStr":"3576157343730083","name":"Dr Rck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3576157343730083"},"content":"But forecasted to have 3 cuts which means expect market to dip before cuts can take place, be it soft or hard landing, some data must show market is slowing down","text":"But forecasted to have 3 cuts which means expect market to dip before cuts can take place, be it soft or hard landing, some data must show market is slowing down","html":"But forecasted to have 3 cuts which means expect market to dip before cuts can take place, be it soft or hard landing, some data must show market is slowing down"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214379202965640,"gmtCreate":1693378387951,"gmtModify":1693380660928,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214379202965640","repostId":"1132506067","repostType":2,"repost":{"id":"1132506067","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":1693367100,"share":"https://ttm.financial/m/news/1132506067?lang=&edition=fundamental","pubTime":"2023-08-30 11:45","market":"us","language":"en","title":"Nvidia Stock Isn't Invincible. Watch These 3 Things","url":"https://stock-news.laohu8.com/highlight/detail?id=1132506067","media":"Dow Jones","summary":"Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now.Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year ","content":"<html><head></head><body><p>Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. </p><p style=\"text-align: start;\">Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. </p><h2 id=\"id_3880868768\">Customer Concern</h2><p>Nvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. </p><p>However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. </p><p>“Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. </p><p>If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.</p><p>Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. </p><h2 id=\"id_84007711\">China Risks</h2><p>Nvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. </p><p>But that doesn’t mean there aren’t longer term risks.  </p><p>“Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. </p><p>It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. </p><p>With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. </p><h2 id=\"id_535248379\">Increasing Competition  </h2><p>Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. </p><p>However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. </p><p>Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. </p><p>None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. </p><p>However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.</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>Nvidia Stock Isn't Invincible. Watch These 3 Things</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Isn't Invincible. Watch These 3 Things\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\">2023-08-30 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. </p><p style=\"text-align: start;\">Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. </p><h2 id=\"id_3880868768\">Customer Concern</h2><p>Nvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. </p><p>However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. </p><p>“Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. </p><p>If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.</p><p>Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. </p><h2 id=\"id_84007711\">China Risks</h2><p>Nvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. </p><p>But that doesn’t mean there aren’t longer term risks.  </p><p>“Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. </p><p>It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. </p><p>With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. </p><h2 id=\"id_535248379\">Increasing Competition  </h2><p>Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. </p><p>However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. </p><p>Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. </p><p>None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. </p><p>However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132506067","content_text":"Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. Customer ConcernNvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. “Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. China RisksNvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. But that doesn’t mean there aren’t longer term risks.  “Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. Increasing Competition  Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184097630855280,"gmtCreate":1685969377386,"gmtModify":1685970991695,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"Amazon is about par with / same level with UPS and DHL in the USA. This is not mentioned&nbsp; ..&nbsp;","listText":"Amazon is about par with / same level with UPS and DHL in the USA. This is not mentioned&nbsp; ..&nbsp;","text":"Amazon is about par with / same level with UPS and DHL in the USA. This is not mentioned ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184097630855280","repostId":"2340770714","repostType":2,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184096784896160,"gmtCreate":1685969175660,"gmtModify":1685970988003,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"Amazon's air&nbsp;freight service&nbsp;market share is also growing very fast .....&nbsp;","listText":"Amazon's air&nbsp;freight service&nbsp;market share is also growing very fast .....&nbsp;","text":"Amazon's air freight service market share is also growing very fast .....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184096784896160","repostId":"2340770714","repostType":2,"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":286361414193232,"gmtCreate":1710917666391,"gmtModify":1710918069667,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"FOMC will likely keep itself flexible - it will not confirm definitely when it will cut . Reason is it willhave freedom to cut rate when it like or have to. So it will also not say there won't be any rate cutin 2024. The market have to guess when from jobs report , CPI report. Don't expect the FOMC to surprise or shake market too much&nbsp;this time .","listText":"FOMC will likely keep itself flexible - it will not confirm definitely when it will cut . Reason is it willhave freedom to cut rate when it like or have to. So it will also not say there won't be any rate cutin 2024. The market have to guess when from jobs report , CPI report. Don't expect the FOMC to surprise or shake market too much&nbsp;this time .","text":"FOMC will likely keep itself flexible - it will not confirm definitely when it will cut . Reason is it willhave freedom to cut rate when it like or have to. So it will also not say there won't be any rate cutin 2024. The market have to guess when from jobs report , CPI report. Don't expect the FOMC to surprise or shake market too much this time .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/286361414193232","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576157343730083","authorId":"3576157343730083","authorIdStr":"3576157343730083","name":"Dr Rck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3576157343730083"},"content":"But forecasted to have 3 cuts which means expect market to dip before cuts can take place, be it soft or hard landing, some data must show market is slowing down","text":"But forecasted to have 3 cuts which means expect market to dip before cuts can take place, be it soft or hard landing, some data must show market is slowing down","html":"But forecasted to have 3 cuts which means expect market to dip before cuts can take place, be it soft or hard landing, some data must show market is slowing down"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214379202965640,"gmtCreate":1693378387951,"gmtModify":1693380660928,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214379202965640","repostId":"1132506067","repostType":2,"repost":{"id":"1132506067","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":1693367100,"share":"https://ttm.financial/m/news/1132506067?lang=&edition=fundamental","pubTime":"2023-08-30 11:45","market":"us","language":"en","title":"Nvidia Stock Isn't Invincible. Watch These 3 Things","url":"https://stock-news.laohu8.com/highlight/detail?id=1132506067","media":"Dow Jones","summary":"Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now.Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year ","content":"<html><head></head><body><p>Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. </p><p style=\"text-align: start;\">Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. </p><h2 id=\"id_3880868768\">Customer Concern</h2><p>Nvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. </p><p>However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. </p><p>“Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. </p><p>If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.</p><p>Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. </p><h2 id=\"id_84007711\">China Risks</h2><p>Nvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. </p><p>But that doesn’t mean there aren’t longer term risks.  </p><p>“Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. </p><p>It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. </p><p>With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. </p><h2 id=\"id_535248379\">Increasing Competition  </h2><p>Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. </p><p>However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. </p><p>Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. </p><p>None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. </p><p>However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.</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>Nvidia Stock Isn't Invincible. Watch These 3 Things</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Isn't Invincible. Watch These 3 Things\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\">2023-08-30 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. </p><p style=\"text-align: start;\">Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. </p><h2 id=\"id_3880868768\">Customer Concern</h2><p>Nvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. </p><p>However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. </p><p>“Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. </p><p>If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.</p><p>Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. </p><h2 id=\"id_84007711\">China Risks</h2><p>Nvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. </p><p>But that doesn’t mean there aren’t longer term risks.  </p><p>“Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. </p><p>It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. </p><p>With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. </p><h2 id=\"id_535248379\">Increasing Competition  </h2><p>Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. </p><p>However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. </p><p>Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. </p><p>None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. </p><p>However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132506067","content_text":"Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. Customer ConcernNvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. “Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. China RisksNvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. But that doesn’t mean there aren’t longer term risks.  “Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. Increasing Competition  Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184097630855280,"gmtCreate":1685969377386,"gmtModify":1685970991695,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"Amazon is about par with / same level with UPS and DHL in the USA. This is not mentioned&nbsp; ..&nbsp;","listText":"Amazon is about par with / same level with UPS and DHL in the USA. This is not mentioned&nbsp; ..&nbsp;","text":"Amazon is about par with / same level with UPS and DHL in the USA. This is not mentioned ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184097630855280","repostId":"2340770714","repostType":2,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310725344559256,"gmtCreate":1716866331808,"gmtModify":1716866335535,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310725344559256","repostId":"1191368281","repostType":2,"repost":{"id":"1191368281","pubTimestamp":1716865202,"share":"https://ttm.financial/m/news/1191368281?lang=&edition=fundamental","pubTime":"2024-05-28 11:00","market":"hk","language":"en","title":"Hong Kong Stocks Extend Gains, Cheered by Shanghai’s Property Easing, China’s US$47.5 Billion Chip Fund","url":"https://stock-news.laohu8.com/highlight/detail?id=1191368281","media":"South China Morning Post","summary":"Shanghai will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more homeSMIC and Hua Hong Semiconductors shar","content":"<html><head></head><body><ul style=\"\"><li><p>Shanghai will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more home</p></li></ul><ul style=\"\"><li><p>SMIC and Hua Hong Semiconductors shares jump after Beijing unveiled a US$47.5 billion investment plan towards achieving self-sufficiency in the chip sector</p></li></ul><p>Hong Kong stocks rose for a second day as easing of restrictions in home purchases in Shanghai spurred optimism about a recovery in China’s property market while chip makers extended gains following the creation of the country’s largest-ever chip investment fund.</p><p>The Hang Seng Index gained 0.3 per cent to 18,888.62 as of 11am local time. The Hang Seng Tech Index advanced 0.5 per cent.</p><p>China Resources Land gained 1.5 per cent to HK$31 and Longfor Group Holdings strengthened 1 per cent to HK$13.76. SMIC jumped 2.9 per cent to HK$16.96 and Hua Hong Semiconductors leapt 5.2 per cent to HK$20.85 after Beijing unveiled a US$47.5 billion investment plan towards achieving self-sufficiency in its semiconductor industry.</p><p>Alibaba Health Information Technology surged 11 per cent to HK$3.42 after its net income increased 65 per cent for the financial year ended March from a year ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd38c6a4ade9d67d7ebf81427f488fa2\" tg-width=\"306\" tg-height=\"618\"/></p><p>A city view of Shanghai, east China. It became the first tier-one city to roll out easing measures after China unveiled a sweeping rescue plan for the property market earlier this month. Photo: Xinhua</p><p>Shanghai, China’s biggest commercial city, will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more home starting Tuesday, the city’s government said on Monday. It became the first tier-one city to roll out easing measures after China unveiled a sweeping rescue plan for the property market earlier this month.</p><p>China Vanke added 1.3 per cent to HK$6.20 after the debt-stricken Chinese property developer sold an unfinished project for 2.24 billion yuan ($309 million) and injected much-needed liquidity into its operations.</p><p>Other major Asian markets were mixed. Japan’s Nikkei 225 slipped 0.2 per cent and Australia’s S&amp;P/ASX 200 lost 0.1 per cent, while South Korea’s Kospi rose 0.2 per cent.</p></body></html>","source":"lsy1600132093512","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks Extend Gains, Cheered by Shanghai’s Property Easing, China’s US$47.5 Billion Chip Fund</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\">\nHong Kong Stocks Extend Gains, Cheered by Shanghai’s Property Easing, China’s US$47.5 Billion Chip Fund\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/china-business/article/3264344/hong-kong-stocks-extend-gains-cheered-shanghais-property-easing-chinas-us475-billion-chip-fund?module=top_story&pgtype=subsection><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shanghai will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more homeSMIC and Hua Hong Semiconductors ...</p>\n\n<a href=\"https://www.scmp.com/business/china-business/article/3264344/hong-kong-stocks-extend-gains-cheered-shanghais-property-easing-chinas-us475-billion-chip-fund?module=top_story&pgtype=subsection\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://www.scmp.com/business/china-business/article/3264344/hong-kong-stocks-extend-gains-cheered-shanghais-property-easing-chinas-us475-billion-chip-fund?module=top_story&pgtype=subsection","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191368281","content_text":"Shanghai will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more homeSMIC and Hua Hong Semiconductors shares jump after Beijing unveiled a US$47.5 billion investment plan towards achieving self-sufficiency in the chip sectorHong Kong stocks rose for a second day as easing of restrictions in home purchases in Shanghai spurred optimism about a recovery in China’s property market while chip makers extended gains following the creation of the country’s largest-ever chip investment fund.The Hang Seng Index gained 0.3 per cent to 18,888.62 as of 11am local time. The Hang Seng Tech Index advanced 0.5 per cent.China Resources Land gained 1.5 per cent to HK$31 and Longfor Group Holdings strengthened 1 per cent to HK$13.76. SMIC jumped 2.9 per cent to HK$16.96 and Hua Hong Semiconductors leapt 5.2 per cent to HK$20.85 after Beijing unveiled a US$47.5 billion investment plan towards achieving self-sufficiency in its semiconductor industry.Alibaba Health Information Technology surged 11 per cent to HK$3.42 after its net income increased 65 per cent for the financial year ended March from a year ago.A city view of Shanghai, east China. It became the first tier-one city to roll out easing measures after China unveiled a sweeping rescue plan for the property market earlier this month. Photo: XinhuaShanghai, China’s biggest commercial city, will cut the down-payment ratio, the mortgage rates, while offering subsidies to homebuyers and allowing multi-children families to purchase one more home starting Tuesday, the city’s government said on Monday. It became the first tier-one city to roll out easing measures after China unveiled a sweeping rescue plan for the property market earlier this month.China Vanke added 1.3 per cent to HK$6.20 after the debt-stricken Chinese property developer sold an unfinished project for 2.24 billion yuan ($309 million) and injected much-needed liquidity into its operations.Other major Asian markets were mixed. Japan’s Nikkei 225 slipped 0.2 per cent and Australia’s S&P/ASX 200 lost 0.1 per cent, while South Korea’s Kospi rose 0.2 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184096784896160,"gmtCreate":1685969175660,"gmtModify":1685970988003,"author":{"id":"4136701122559132","authorId":"4136701122559132","authorIdStr":"4136701122559132","name":"MeTi88","avatar":"https://community-static.tradeup.com/news/f173a81ae1e4224d7f3e4eeb06b111ff","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4136701122559132"},"themes":[],"htmlText":"Amazon's air&nbsp;freight service&nbsp;market share is also growing very fast .....&nbsp;","listText":"Amazon's air&nbsp;freight service&nbsp;market share is also growing very fast .....&nbsp;","text":"Amazon's air freight service market share is also growing very fast .....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184096784896160","repostId":"2340770714","repostType":2,"repost":{"id":"2340770714","pubTimestamp":1685839582,"share":"https://ttm.financial/m/news/2340770714?lang=&edition=fundamental","pubTime":"2023-06-04 08:46","market":"us","language":"en","title":"Is Amazon Stock a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2340770714","media":"Motley Fool","summary":"The dominant tech enterprise has a compelling investment case.","content":"<html><head></head><body><p>In its first-quarter earnings announcement last week, <strong>Amazon</strong> delivered a better-than-expected revenue number. The stock fell after the report came out, but then it rebounded. As of June 2, it has increased by 45% in 2023. Investors might be ready to consider adding shares to their portfolios, particularly given that it&#39;s still a dominant business with its fingers in multiple industries that are benefiting from powerful secular tailwinds. </p><p>So, is this FAANG stock a buy right now?</p><h2>Multiple growth drivers </h2><p>Amazon is well-known for its lead in e-commerce. According to Statista, it has a 38% share of online retail shopping in the U.S., well ahead of its closest rival, <strong>Walmart</strong>. And considering the huge advantage its logistics and distribution capabilities give it, it&#39;s difficult to see Amazon giving up the top spot any time soon.</p><p>In 2022, roughly 84% of the company&#39;s net revenue came from non-cloud operations. Some of that $444 billion includes subscription sales, but that was still a massive dollar sum coming from e-commerce. But because online shopping represents just 15% of overall retail spending domestically, Amazon still has a sizable runway to grow its e-commerce revenues.</p><p>With a 32% share of the cloud infrastructure industry, Amazon Web Services (AWS) is another leading market offering that is benefiting from the shift of IT spending from on-site systems to an on-demand cloud environment. To be clear, the growth of AWS has slowed -- its revenue rose by just 16% in Q1 2023. But this can be blamed on the weaker macroeconomic environment. The long-term trend remains intact: Grand View Research projects that the cloud market will grow at a 14.1% compound annual rate between 2023 and the end of this decade to hit almost $1.6 trillion in 2030.  </p><p>Because AWS carries an impressive operating margin of 28% (in 2022), it drives the profits for Amazon. Consequently, as a greater share of its revenue comes from AWS, the company&#39;s bottom line will expand notably.</p><p>One under-the-radar segment where Amazon is seeing huge gains is its digital ads business -- sales jumped 23% during the most recent quarter. Over the trailing 12-month period, this segment brought in $39.4 billion in revenue, making it a formidable competitor in the space. Amazon is one of the most popular websites in the world, so it&#39;s not a surprise that advertising would become an important revenue driver as management capitalizes on this traffic.</p><h2>Pushing into artificial intelligence </h2><p>There hasn&#39;t been a hotter topic over the past several months than artificial intelligence (AI). With the possibility that it could disrupt a wide range of industries, AI is certainly getting a lot of investor attention, and lots of start-up capital is going to the space. But Amazon shareholders can relax: The tech giant isn&#39;t resting on its laurels.</p><p>Within AWS, it launched a product called Bedrock that will allow AWS customers to develop generative AI applications. Generative AI tools such as OpenAI&#39;s popular ChatGPT respond to basic prompts to create text, images, and audio. By giving its customers the ability to create these apps, AWS is poised to usher in greater adoption of this powerful technology, while also making itself even more critical as an infrastructure provider.</p><p>When it comes to AI, Amazon hasn&#39;t gotten the attention that big tech rivals like <strong>Microsoft</strong> and <strong>Alphabet</strong> have, but there&#39;s no question that it is making strategic moves with the new technology that should benefit it over the long term.</p><h2>Amazon&#39;s valuation isn&#39;t too demanding </h2><p>As of this writing, Amazon shares are down 34% from their 2021 all-time high. A multitude of factors, ranging from higher interest rates, softer macro conditions, and a general shift away from tech stocks, have certainly helped drive Amazon&#39;s stock price lower. But it has bounced back this year as investors have been warming up to the big tech companies again.</p><p>Shares are currently trading hands at a price-to-sales ratio of 2.4, significantly below their 10-year average valuation. That looks like an attractive entry point. </p><p>Taking into account the fact that Amazon is already so dominant, has various growth engines, is focused on AI initiatives, and is trading at a reasonable valuation, buying the stock today seems like a no-brainer decision.</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 Amazon Stock a Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-04 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/03/is-amazon-stock-a-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In its first-quarter earnings announcement last week, Amazon delivered a better-than-expected revenue number. The stock fell after the report came out, but then it rebounded. As of June 2, it has ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/03/is-amazon-stock-a-buy-now/\">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.fool.com/investing/2023/06/03/is-amazon-stock-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2340770714","content_text":"In its first-quarter earnings announcement last week, Amazon delivered a better-than-expected revenue number. The stock fell after the report came out, but then it rebounded. As of June 2, it has increased by 45% in 2023. Investors might be ready to consider adding shares to their portfolios, particularly given that it's still a dominant business with its fingers in multiple industries that are benefiting from powerful secular tailwinds. So, is this FAANG stock a buy right now?Multiple growth drivers Amazon is well-known for its lead in e-commerce. According to Statista, it has a 38% share of online retail shopping in the U.S., well ahead of its closest rival, Walmart. And considering the huge advantage its logistics and distribution capabilities give it, it's difficult to see Amazon giving up the top spot any time soon.In 2022, roughly 84% of the company's net revenue came from non-cloud operations. Some of that $444 billion includes subscription sales, but that was still a massive dollar sum coming from e-commerce. But because online shopping represents just 15% of overall retail spending domestically, Amazon still has a sizable runway to grow its e-commerce revenues.With a 32% share of the cloud infrastructure industry, Amazon Web Services (AWS) is another leading market offering that is benefiting from the shift of IT spending from on-site systems to an on-demand cloud environment. To be clear, the growth of AWS has slowed -- its revenue rose by just 16% in Q1 2023. But this can be blamed on the weaker macroeconomic environment. The long-term trend remains intact: Grand View Research projects that the cloud market will grow at a 14.1% compound annual rate between 2023 and the end of this decade to hit almost $1.6 trillion in 2030.  Because AWS carries an impressive operating margin of 28% (in 2022), it drives the profits for Amazon. Consequently, as a greater share of its revenue comes from AWS, the company's bottom line will expand notably.One under-the-radar segment where Amazon is seeing huge gains is its digital ads business -- sales jumped 23% during the most recent quarter. Over the trailing 12-month period, this segment brought in $39.4 billion in revenue, making it a formidable competitor in the space. Amazon is one of the most popular websites in the world, so it's not a surprise that advertising would become an important revenue driver as management capitalizes on this traffic.Pushing into artificial intelligence There hasn't been a hotter topic over the past several months than artificial intelligence (AI). With the possibility that it could disrupt a wide range of industries, AI is certainly getting a lot of investor attention, and lots of start-up capital is going to the space. But Amazon shareholders can relax: The tech giant isn't resting on its laurels.Within AWS, it launched a product called Bedrock that will allow AWS customers to develop generative AI applications. Generative AI tools such as OpenAI's popular ChatGPT respond to basic prompts to create text, images, and audio. By giving its customers the ability to create these apps, AWS is poised to usher in greater adoption of this powerful technology, while also making itself even more critical as an infrastructure provider.When it comes to AI, Amazon hasn't gotten the attention that big tech rivals like Microsoft and Alphabet have, but there's no question that it is making strategic moves with the new technology that should benefit it over the long term.Amazon's valuation isn't too demanding As of this writing, Amazon shares are down 34% from their 2021 all-time high. A multitude of factors, ranging from higher interest rates, softer macro conditions, and a general shift away from tech stocks, have certainly helped drive Amazon's stock price lower. But it has bounced back this year as investors have been warming up to the big tech companies again.Shares are currently trading hands at a price-to-sales ratio of 2.4, significantly below their 10-year average valuation. That looks like an attractive entry point. Taking into account the fact that Amazon is already so dominant, has various growth engines, is focused on AI initiatives, and is trading at a reasonable valuation, buying the stock today seems like a no-brainer decision.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}