+Follow
Crouchy Tiger
No personal profile
17
Follow
1
Followers
1
Topic
0
Badge
Posts
Hot
Crouchy Tiger
12-18
The stock will rise on 6 Jan once CES starts. Now flushing out the weak hands.
Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine
Crouchy Tiger
12-10
$MEITUAN-W(03690)$
Small win
Crouchy Tiger
12-06
BRK sold this too early.
Ulta Beauty Raises Annual Profit Forecast, Shares Jump
Crouchy Tiger
12-06
$ulta beauty(ULTA)$
BRK sold their shares too early.
Crouchy Tiger
12-06
And yet Buffet sold most of the shares before the results.
Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary
Crouchy Tiger
11-26
10+60% on China?
Trump Vows New Canada, Mexico, China Tariffs That Threaten Global Trade
Crouchy Tiger
11-21
Dumb asses who sold their Nvidia shares after the results yesterday.
Nvidia Stock Turns Positive As Analysts Recommend Accentuating the Nvidia Positives
Crouchy Tiger
11-20
All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!
Google Prosecutors to Propose Cure for Search Monopoly
Crouchy Tiger
11-01
Continue to short this s.o.b.
Super Micro Computer Falls 5% on Auditor Resignation, Delisting Risks
Crouchy Tiger
10-10
And now they have to buy them back.
Sorry, the original content has been removed
Crouchy Tiger
10-10
And once they have to buy them back.
Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says
Crouchy Tiger
10-08
Share your opinion about this news…
China's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures
Crouchy Tiger
09-24
On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.
Sorry, the original content has been removed
Crouchy Tiger
09-13
Watch what does, not hear what he says.
Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock
Crouchy Tiger
07-23
Blame it on the Intern.
US Congressional Panel Calls on CrowdStrike CEO to Testify on Outage
Crouchy Tiger
05-23
$NVIDIA Corp(NVDA)$
Crouchy Tiger
05-17
$ALB.HK 20240530 82.50 CALL$
Yesterday was bad, today is sunshine.
Crouchy Tiger
04-25
Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/
Crouchy Tiger
04-25
Buy a summer house in Karuizawa!
Crouchy Tiger
04-25
Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.
Sorry, the original content has been removed
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4163304661106302","uuid":"4163304661106302","gmtCreate":1700201538905,"gmtModify":1708608395173,"name":"Crouchy Tiger","pinyin":"crouchytigercrouchytiger","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","hatId":"ca_profile_frame_feCEcj","hatName":"LV8 头像框","vip":1,"status":2,"fanSize":1,"headSize":17,"tweetSize":28,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.18","exceedPercentage":"93.78%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.25","exceedPercentage":"93.33%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.18","exceedPercentage":"93.80%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":382990733676712,"gmtCreate":1734501760734,"gmtModify":1734501764542,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"The stock will rise on 6 Jan once CES starts. Now flushing out the weak hands.","listText":"The stock will rise on 6 Jan once CES starts. Now flushing out the weak hands.","text":"The stock will rise on 6 Jan once CES starts. Now flushing out the weak hands.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/382990733676712","repostId":"2492102309","repostType":4,"repost":{"id":"2492102309","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734498292,"share":"https://ttm.financial/m/news/2492102309?lang=&edition=fundamental","pubTime":"2024-12-18 13:04","market":"hk","language":"en","title":"Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2492102309","media":"Dow Jones","summary":"'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology s","content":"<html><head></head><body><p>'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst says</p><p>Nvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn't need it to survive.</p><p>Shares of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are in correction territory, down more than 10% from their latest bull-market peak, and they've lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index <a href=\"https://laohu8.com/S/SOX\">SOX</a> saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.'s <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> earnings commentary.</p><p>The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.</p><p>Investors aren't rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>.</p><p>The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom's earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.</p><p>He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom's stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.</p><p>"Many will need to play catch up on a 15-20% one-day rip," Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a "sustained run higher" into the early part of next year.</p><p>Broadcom now seems like a "must-own" play, in his view, with the company's longer-term story compelling. "CEO Hock Tan set up the next 12 months extremely well," he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.</p><p>There's also an Nvidia tie-in, with "investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips," according to Daniel O'Regan, Mizuho's managing director of equity trading. He referred to graphics processing units as well as Broadcom's XPU AI accelerators.</p><p>As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom's commentary. The company also plays into custom silicon, the technology underpinning Broadcom's sizable market projection.</p><p>Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.</p><p>"Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing," Colas wrote. "They may not be as noticeable, but they continue to get the job done."</p><p>Meanwhile, Micron's story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.</p><p>The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia's weakness is "a very reassuring sign that investor confidence is bigger than just one stock," Colas noted.</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's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine</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's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-18 13:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst says</p><p>Nvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn't need it to survive.</p><p>Shares of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are in correction territory, down more than 10% from their latest bull-market peak, and they've lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index <a href=\"https://laohu8.com/S/SOX\">SOX</a> saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.'s <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> earnings commentary.</p><p>The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.</p><p>Investors aren't rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>.</p><p>The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom's earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.</p><p>He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom's stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.</p><p>"Many will need to play catch up on a 15-20% one-day rip," Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a "sustained run higher" into the early part of next year.</p><p>Broadcom now seems like a "must-own" play, in his view, with the company's longer-term story compelling. "CEO Hock Tan set up the next 12 months extremely well," he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.</p><p>There's also an Nvidia tie-in, with "investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips," according to Daniel O'Regan, Mizuho's managing director of equity trading. He referred to graphics processing units as well as Broadcom's XPU AI accelerators.</p><p>As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom's commentary. The company also plays into custom silicon, the technology underpinning Broadcom's sizable market projection.</p><p>Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.</p><p>"Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing," Colas wrote. "They may not be as noticeable, but they continue to get the job done."</p><p>Meanwhile, Micron's story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.</p><p>The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia's weakness is "a very reassuring sign that investor confidence is bigger than just one stock," Colas noted.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","AVGO":"博通","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","NVDA":"英伟达","BK4503":"景林资产持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","MU":"美光科技","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492102309","content_text":"'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn't need it to survive.Shares of Nvidia $(NVDA)$ are in correction territory, down more than 10% from their latest bull-market peak, and they've lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index SOX saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.'s $(AVGO)$ earnings commentary.The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.Investors aren't rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. $(MRVL)$ - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. $(MU)$.The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom's earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom's stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.\"Many will need to play catch up on a 15-20% one-day rip,\" Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a \"sustained run higher\" into the early part of next year.Broadcom now seems like a \"must-own\" play, in his view, with the company's longer-term story compelling. \"CEO Hock Tan set up the next 12 months extremely well,\" he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.There's also an Nvidia tie-in, with \"investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips,\" according to Daniel O'Regan, Mizuho's managing director of equity trading. He referred to graphics processing units as well as Broadcom's XPU AI accelerators.As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom's commentary. The company also plays into custom silicon, the technology underpinning Broadcom's sizable market projection.Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.\"Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,\" Colas wrote. \"They may not be as noticeable, but they continue to get the job done.\"Meanwhile, Micron's story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia's weakness is \"a very reassuring sign that investor confidence is bigger than just one stock,\" Colas noted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380030953975856,"gmtCreate":1733817549827,"gmtModify":1733817554331,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$ </a><v-v data-views=\"1\"></v-v> Small win","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$ </a><v-v data-views=\"1\"></v-v> Small win","text":"$MEITUAN-W(03690)$ Small win","images":[{"img":"https://community-static.tradeup.com/news/99932a94dbe5c8f94b21a186b2aeab34","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/380030953975856","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your portfolio is a shining example of what smart investing looks like. Congratulations on your achievements! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio is a shining example of what smart investing looks like. Congratulations on your achievements! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio is a shining example of what smart investing looks like. Congratulations on your achievements! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378462395642184,"gmtCreate":1733440827940,"gmtModify":1733440831659,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"BRK sold this too early.","listText":"BRK sold this too early.","text":"BRK sold this too early.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378462395642184","repostId":"2489116984","repostType":4,"repost":{"id":"2489116984","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1733440200,"share":"https://ttm.financial/m/news/2489116984?lang=&edition=fundamental","pubTime":"2024-12-06 07:10","market":"us","language":"en","title":"Ulta Beauty Raises Annual Profit Forecast, Shares Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2489116984","media":"Reuters","summary":"Dec 5 (Reuters) - Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season and sending","content":"<html><head></head><body><p>Dec 5 (Reuters) - Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season and sending its shares up more than 12% in aftermarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdb08c4468dceaa9c01197cb5e8fe79e\" tg-width=\"539\" tg-height=\"158\"/></p><p>The company has seen strong engagement from younger shoppers who are on the look out for both mass products and prestige brands such as Elf Beauty and Clinique by Estee Lauder, respectively, for the holidays.</p><p>It also rolled out early deals in November and offered steep promotions during Black Friday.</p><p>The retailer, which sells perfumes and makeup, also slightly nudged the lower end of its annual sales forecast.</p><p>The company now expects annual sales to be between $11.1 billion and $11.20 billion, compared with its prior expectation of $11 billion to $11.20 billion.</p><p>Ulta expects annual profit per share to be between $23.20 and $23.75, up from its prior expectation of $22.60 to $23.50.</p><p>Ulta's strong results come at a time when beauty giants Estee Lauder and L'Oreal have flagged waning demand in the United States for their premium beauty products and upmarket lipsticks and perfumes.</p><p>Visits to Ulta's stores dipped in September from a year ago but quickly bounced back in October, which saw a 4.5% jump compared with a year earlier, bolstered by Halloween offerings and seasonal sales according to data from Placer.ai.</p><p>Quarterly net sales rose 1.7% to $2.53 billion, helped by contribution from new stores, beating analysts' estimates of $2.50 billion, according to data compiled by LSEG.</p><p>During the third quarter ending Nov. 2, Ulta opened 28 new stores, remodeled 27 stores, and closed two stores. It operated 1,437 stores, at the end of quarter.</p><p>It posted a profit of $5.14 per share for the quarter, compared to estimates of $4.54 per share.</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>Ulta Beauty Raises Annual Profit Forecast, Shares Jump</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\">\nUlta Beauty Raises Annual Profit Forecast, Shares Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-06 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 5 (Reuters) - Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season and sending its shares up more than 12% in aftermarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdb08c4468dceaa9c01197cb5e8fe79e\" tg-width=\"539\" tg-height=\"158\"/></p><p>The company has seen strong engagement from younger shoppers who are on the look out for both mass products and prestige brands such as Elf Beauty and Clinique by Estee Lauder, respectively, for the holidays.</p><p>It also rolled out early deals in November and offered steep promotions during Black Friday.</p><p>The retailer, which sells perfumes and makeup, also slightly nudged the lower end of its annual sales forecast.</p><p>The company now expects annual sales to be between $11.1 billion and $11.20 billion, compared with its prior expectation of $11 billion to $11.20 billion.</p><p>Ulta expects annual profit per share to be between $23.20 and $23.75, up from its prior expectation of $22.60 to $23.50.</p><p>Ulta's strong results come at a time when beauty giants Estee Lauder and L'Oreal have flagged waning demand in the United States for their premium beauty products and upmarket lipsticks and perfumes.</p><p>Visits to Ulta's stores dipped in September from a year ago but quickly bounced back in October, which saw a 4.5% jump compared with a year earlier, bolstered by Halloween offerings and seasonal sales according to data from Placer.ai.</p><p>Quarterly net sales rose 1.7% to $2.53 billion, helped by contribution from new stores, beating analysts' estimates of $2.50 billion, according to data compiled by LSEG.</p><p>During the third quarter ending Nov. 2, Ulta opened 28 new stores, remodeled 27 stores, and closed two stores. It operated 1,437 stores, at the end of quarter.</p><p>It posted a profit of $5.14 per share for the quarter, compared to estimates of $4.54 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0566484027.USD":"安本美国小盘成长股","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","BK4558":"双十一","BK4588":"碎股","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","ULTA":"Ulta美容","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","BK4504":"桥水持仓","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","BK4183":"个人用品","BK4200":"专卖店","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4548":"巴美列捷福持仓","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241205:nL3N3N61JD:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2489116984","content_text":"Dec 5 (Reuters) - Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season and sending its shares up more than 12% in aftermarket trading.The company has seen strong engagement from younger shoppers who are on the look out for both mass products and prestige brands such as Elf Beauty and Clinique by Estee Lauder, respectively, for the holidays.It also rolled out early deals in November and offered steep promotions during Black Friday.The retailer, which sells perfumes and makeup, also slightly nudged the lower end of its annual sales forecast.The company now expects annual sales to be between $11.1 billion and $11.20 billion, compared with its prior expectation of $11 billion to $11.20 billion.Ulta expects annual profit per share to be between $23.20 and $23.75, up from its prior expectation of $22.60 to $23.50.Ulta's strong results come at a time when beauty giants Estee Lauder and L'Oreal have flagged waning demand in the United States for their premium beauty products and upmarket lipsticks and perfumes.Visits to Ulta's stores dipped in September from a year ago but quickly bounced back in October, which saw a 4.5% jump compared with a year earlier, bolstered by Halloween offerings and seasonal sales according to data from Placer.ai.Quarterly net sales rose 1.7% to $2.53 billion, helped by contribution from new stores, beating analysts' estimates of $2.50 billion, according to data compiled by LSEG.During the third quarter ending Nov. 2, Ulta opened 28 new stores, remodeled 27 stores, and closed two stores. It operated 1,437 stores, at the end of quarter.It posted a profit of $5.14 per share for the quarter, compared to estimates of $4.54 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378462190813456,"gmtCreate":1733440773598,"gmtModify":1733440777220,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ULTA\">$ulta beauty(ULTA)$ </a><v-v data-views=\"1\"></v-v> BRK sold their shares too early.","listText":"<a href=\"https://ttm.financial/S/ULTA\">$ulta beauty(ULTA)$ </a><v-v data-views=\"1\"></v-v> BRK sold their shares too early.","text":"$ulta beauty(ULTA)$ BRK sold their shares too early.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378462190813456","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378506266722360,"gmtCreate":1733436557486,"gmtModify":1733436561762,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And yet Buffet sold most of the shares before the results.","listText":"And yet Buffet sold most of the shares before the results.","text":"And yet Buffet sold most of the shares before the results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378506266722360","repostId":"2489411661","repostType":2,"repost":{"id":"2489411661","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1733436079,"share":"https://ttm.financial/m/news/2489411661?lang=&edition=fundamental","pubTime":"2024-12-06 06:01","market":"us","language":"en","title":"Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary","url":"https://stock-news.laohu8.com/highlight/detail?id=2489411661","media":"Reuters","summary":"Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings SummaryUlta Beauty Inc ULTA.OQ reported quarterly adjusted earnings of $5.14 per share for the quarter ended October 31, hig","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary</title></head><body><ul><li><p>Ulta Beauty Inc <span>ULTA.OQ</span> reported quarterly adjusted earnings of $5.14 per share for the quarter ended October 31, higher than the same quarter last year, when the company reported EPS of $5.07. The mean expectation of twenty seven analysts for the quarter was for earnings of $4.54 per share. Wall Street expected results to range from $4.13 to $4.99 per share.</p></li><li><p>Revenue rose 1.7% to $2.53 billion from a year ago; analysts expected $2.50 billion. </p></li><li><p>Ulta Beauty Inc's reported EPS for the quarter was $5.14.</p></li><li><p>The company reported quarterly net income of $242.18 million.</p></li><li><p>Ulta Beauty Inc shares had risen by 2.7% this quarter and lost 18.4% so far this year.</p></li></ul><p>FORECAST CHANGES</p><ul><li><p>The mean earnings estimate of analysts had fallen by about 0.8% in the last three months. </p></li><li><p>In the last 30 days, two analysts negatively revised earnings estimates</p></li></ul><p>RECOMMENDATIONS</p><ul><li><p>The current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 13 \"strong buy\" or \"buy,\" 16 \"hold\" and 2 \"sell\" or \"strong sell.\" </p></li><li><p>The average consensus recommendation for the miscellaneous specialty retailers peer group is also \"hold\"</p></li></ul><p>Wall Street's median 12-month price target for Ulta Beauty Inc is $400.00 </p><p>This summary was machine generated from LSEG data December 5 at 10:00 p.m. UTC. All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com)</p><table><tbody><tr><td><p>QUARTER ENDING</p></td><td><p>ESTIMATE </p></td><td><p>ACTUAL</p></td><td><p>BEAT, MET, MISSED</p></td></tr><tr><td><p>Oct. 31 2024 </p></td><td><p>4.54</p></td><td><p>5.14</p></td><td><p>Beat</p></td></tr><tr><td><p>Jul. 31 2024 </p></td><td><p>5.46</p></td><td><p>5.30</p></td><td><p>Missed</p></td></tr><tr><td><p>Apr. 30 2024 </p></td><td><p>6.24</p></td><td><p>6.47</p></td><td><p>Beat</p></td></tr><tr><td><p>Jan. 31 2024 </p></td><td><p>7.53</p></td><td><p>8.08</p></td><td><p>Beat</p></td></tr></tbody></table></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>Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary</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\">\nUlta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-06 06:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary</title></head><body><ul><li><p>Ulta Beauty Inc <span>ULTA.OQ</span> reported quarterly adjusted earnings of $5.14 per share for the quarter ended October 31, higher than the same quarter last year, when the company reported EPS of $5.07. The mean expectation of twenty seven analysts for the quarter was for earnings of $4.54 per share. Wall Street expected results to range from $4.13 to $4.99 per share.</p></li><li><p>Revenue rose 1.7% to $2.53 billion from a year ago; analysts expected $2.50 billion. </p></li><li><p>Ulta Beauty Inc's reported EPS for the quarter was $5.14.</p></li><li><p>The company reported quarterly net income of $242.18 million.</p></li><li><p>Ulta Beauty Inc shares had risen by 2.7% this quarter and lost 18.4% so far this year.</p></li></ul><p>FORECAST CHANGES</p><ul><li><p>The mean earnings estimate of analysts had fallen by about 0.8% in the last three months. </p></li><li><p>In the last 30 days, two analysts negatively revised earnings estimates</p></li></ul><p>RECOMMENDATIONS</p><ul><li><p>The current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 13 \"strong buy\" or \"buy,\" 16 \"hold\" and 2 \"sell\" or \"strong sell.\" </p></li><li><p>The average consensus recommendation for the miscellaneous specialty retailers peer group is also \"hold\"</p></li></ul><p>Wall Street's median 12-month price target for Ulta Beauty Inc is $400.00 </p><p>This summary was machine generated from LSEG data December 5 at 10:00 p.m. UTC. All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com)</p><table><tbody><tr><td><p>QUARTER ENDING</p></td><td><p>ESTIMATE </p></td><td><p>ACTUAL</p></td><td><p>BEAT, MET, MISSED</p></td></tr><tr><td><p>Oct. 31 2024 </p></td><td><p>4.54</p></td><td><p>5.14</p></td><td><p>Beat</p></td></tr><tr><td><p>Jul. 31 2024 </p></td><td><p>5.46</p></td><td><p>5.30</p></td><td><p>Missed</p></td></tr><tr><td><p>Apr. 30 2024 </p></td><td><p>6.24</p></td><td><p>6.47</p></td><td><p>Beat</p></td></tr><tr><td><p>Jan. 31 2024 </p></td><td><p>7.53</p></td><td><p>8.08</p></td><td><p>Beat</p></td></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ULTA":"Ulta美容"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241205:nL5N3N6218:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2489411661","content_text":"Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings SummaryUlta Beauty Inc ULTA.OQ reported quarterly adjusted earnings of $5.14 per share for the quarter ended October 31, higher than the same quarter last year, when the company reported EPS of $5.07. The mean expectation of twenty seven analysts for the quarter was for earnings of $4.54 per share. Wall Street expected results to range from $4.13 to $4.99 per share.Revenue rose 1.7% to $2.53 billion from a year ago; analysts expected $2.50 billion. Ulta Beauty Inc's reported EPS for the quarter was $5.14.The company reported quarterly net income of $242.18 million.Ulta Beauty Inc shares had risen by 2.7% this quarter and lost 18.4% so far this year.FORECAST CHANGESThe mean earnings estimate of analysts had fallen by about 0.8% in the last three months. In the last 30 days, two analysts negatively revised earnings estimatesRECOMMENDATIONSThe current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 13 \"strong buy\" or \"buy,\" 16 \"hold\" and 2 \"sell\" or \"strong sell.\" The average consensus recommendation for the miscellaneous specialty retailers peer group is also \"hold\"Wall Street's median 12-month price target for Ulta Beauty Inc is $400.00 This summary was machine generated from LSEG data December 5 at 10:00 p.m. UTC. All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com)QUARTER ENDINGESTIMATE ACTUALBEAT, MET, MISSEDOct. 31 2024 4.545.14BeatJul. 31 2024 5.465.30MissedApr. 30 2024 6.246.47BeatJan. 31 2024 7.538.08Beat","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374951882817880,"gmtCreate":1732582737831,"gmtModify":1732582741924,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"10+60% on China?","listText":"10+60% on China?","text":"10+60% on China?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374951882817880","repostId":"1128042303","repostType":2,"repost":{"id":"1128042303","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1732579026,"share":"https://ttm.financial/m/news/1128042303?lang=&edition=fundamental","pubTime":"2024-11-26 07:57","market":"us","language":"en","title":"Trump Vows New Canada, Mexico, China Tariffs That Threaten Global Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=1128042303","media":"Reuters","summary":"U.S. President-elect Donald Trump said on Monday he would sign an executive order imposing a 25% tariff on all products coming in to the United States from Mexico and Canada.\"On January 20th, as one of my many first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25% Tariff on ALL products coming into the United States, and its ridiculous Open Borders,\" Trump said in a post on Truth Social.Trump said the tariffs would remain in place until the two countries cl","content":"<html><head></head><body><p>President-elect Donald Trump on Monday pledged big tariffs on the United States' three largest trading partners - Canada, Mexico and China - detailing how he will implement campaign promises that could trigger trade wars.</p><p>Trump, who takes office on Jan. 20, 2025, said he would impose a 25% tariff on Canada and Mexico until they clamp down on drugs, particularly fentanyl, and migrants crossing the border, in a move that would appear to violate a free-trade deal.</p><p>Trump also outlined "an additional 10% tariff, above any additional tariffs" on China, in some of his most specific comments on how he will implement his economic agenda since winning the Nov. 5 election on promises to "put America first".</p><p>"On January 20th, as one of my many first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25% Tariff on ALL products coming into the United States, and its ridiculous Open Borders," he said in a post on Truth Social.</p><p>While migrant arrests reached a record during President Joe Biden's presidency, straining U.S. border enforcement, illegal crossings fell dramatically this year as Biden instituted new border restrictions and Mexico stepped up enforcement.</p><p>More than 83% of exports from Mexico went to the U.S. in 2023 and 75% of Canadian exports go to the country.</p><p>Trump's threatened new tariff would appear to violate the terms of the U.S.-Mexico-Canada Agreement on trade. The deal which Trump signed into law took effect in 2020, and continued the largely duty-free trade between the three countries.</p><p>Canada and the United States at one point imposed sanctions on each others' products during the rancorous talks that eventually led to USMCA. Trump will have the opportunity to renegotiate the agreement in 2026, when a "sunset" provision will force either a withdrawal or talks on changes to the pact.</p><p>After issuing his tariff threat, Trump held a conversation with Canada's Prime Minister Justin Trudeau in which they discussed trade and border security, a Canadian source familiar with the situation said.</p><p>"It was a good discussion and they will stay in touch," the source said.</p><p>Trump could be counting on the threat of tariffs to prompt an early renegotiation of USMCA, said William Reinsch, a former president of the National Foreign Trade Council.</p><p>"This strikes me more as a threat than anything else," Reinsch said. "I guess the idea is if you keep hitting them in the face, eventually they'll surrender."</p><p>Trump's announcement sparked a dollar rally. It rose 1% against the Canadian dollar and 2% against the Mexican peso , while share markets in Asia fell, as did European equity futures . S&P 500 futures fell 0.3%.</p><p>On China, the president-elect accused Beijing of not taking strong enough action to stop the flow of illicit drugs crossing the border into the U.S. from Mexico.</p><p>"Until such time as they stop, we will be charging China an additional 10% Tariff, above any additional Tariffs, on all of their many products coming into the United States of America," Trump said.</p><p>A Chinese embassy spokesperson in Washington hit back.</p><p>"China believes that China-U.S. economic and trade cooperation is mutually beneficial in nature. No one will win a trade war or a tariff war," Liu Pengyu said.</p><p>The embassy also cited steps it said China had taken since a 2023 U.S.-China meeting after which Beijing agreed it would stem the export of items related to the production of the opioid fentanyl, a leading cause of drug overdoses in the United States.</p><p>"All these prove that the idea of China knowingly allowing fentanyl precursors to flow into the United States runs completely counter to facts and reality," the spokesperson said.</p><p>Trump has previously pledged to end China's most-favored-nation trading status and slap tariffs on Chinese imports in excess of 60% - much higher than those imposed during his first term.</p><p>The Chinese economy is now in a much more vulnerable position given the country's prolonged property downturn, debt risks and weak domestic demand.</p><p>In the run-up to the Nov. 5 election, Trump floated plans for blanket tariffs of 10% to 20% on virtually all imports. He also said he would put tariffs as high as 200% on every car coming across the U.S.-Mexico border.</p><p>He also voiced his intent to formally invoke the USMCA's six-year review provision upon taking office. Currently, it is expected in July 2026.</p><p>Mexico's finance ministry said of Trump's tariff pledge: "Mexico is the United States' top trade partner, and the USMCA provides a framework of certainty for national and international investors."</p><p>Economists say that Trump's overall tariff plans, likely his most consequential economic policy, would push U.S. import duty rates back up to 1930s-era levels, stoke inflation, collapse U.S.-China trade, draw retaliation and drastically reorder supply chains.</p><p>They say tariffs are paid by the companies that import the products subject to the duties, and they either pass on the costs to consumers or accept lower profits.</p><p>Trump frequently refers to countries paying as a consequence of his tariff plan, saying on Monday that Mexico and Canada will "pay a very big price."</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Vows New Canada, Mexico, China Tariffs That Threaten Global Trade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Vows New Canada, Mexico, China Tariffs That Threaten Global Trade\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-26 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President-elect Donald Trump on Monday pledged big tariffs on the United States' three largest trading partners - Canada, Mexico and China - detailing how he will implement campaign promises that could trigger trade wars.</p><p>Trump, who takes office on Jan. 20, 2025, said he would impose a 25% tariff on Canada and Mexico until they clamp down on drugs, particularly fentanyl, and migrants crossing the border, in a move that would appear to violate a free-trade deal.</p><p>Trump also outlined "an additional 10% tariff, above any additional tariffs" on China, in some of his most specific comments on how he will implement his economic agenda since winning the Nov. 5 election on promises to "put America first".</p><p>"On January 20th, as one of my many first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25% Tariff on ALL products coming into the United States, and its ridiculous Open Borders," he said in a post on Truth Social.</p><p>While migrant arrests reached a record during President Joe Biden's presidency, straining U.S. border enforcement, illegal crossings fell dramatically this year as Biden instituted new border restrictions and Mexico stepped up enforcement.</p><p>More than 83% of exports from Mexico went to the U.S. in 2023 and 75% of Canadian exports go to the country.</p><p>Trump's threatened new tariff would appear to violate the terms of the U.S.-Mexico-Canada Agreement on trade. The deal which Trump signed into law took effect in 2020, and continued the largely duty-free trade between the three countries.</p><p>Canada and the United States at one point imposed sanctions on each others' products during the rancorous talks that eventually led to USMCA. Trump will have the opportunity to renegotiate the agreement in 2026, when a "sunset" provision will force either a withdrawal or talks on changes to the pact.</p><p>After issuing his tariff threat, Trump held a conversation with Canada's Prime Minister Justin Trudeau in which they discussed trade and border security, a Canadian source familiar with the situation said.</p><p>"It was a good discussion and they will stay in touch," the source said.</p><p>Trump could be counting on the threat of tariffs to prompt an early renegotiation of USMCA, said William Reinsch, a former president of the National Foreign Trade Council.</p><p>"This strikes me more as a threat than anything else," Reinsch said. "I guess the idea is if you keep hitting them in the face, eventually they'll surrender."</p><p>Trump's announcement sparked a dollar rally. It rose 1% against the Canadian dollar and 2% against the Mexican peso , while share markets in Asia fell, as did European equity futures . S&P 500 futures fell 0.3%.</p><p>On China, the president-elect accused Beijing of not taking strong enough action to stop the flow of illicit drugs crossing the border into the U.S. from Mexico.</p><p>"Until such time as they stop, we will be charging China an additional 10% Tariff, above any additional Tariffs, on all of their many products coming into the United States of America," Trump said.</p><p>A Chinese embassy spokesperson in Washington hit back.</p><p>"China believes that China-U.S. economic and trade cooperation is mutually beneficial in nature. No one will win a trade war or a tariff war," Liu Pengyu said.</p><p>The embassy also cited steps it said China had taken since a 2023 U.S.-China meeting after which Beijing agreed it would stem the export of items related to the production of the opioid fentanyl, a leading cause of drug overdoses in the United States.</p><p>"All these prove that the idea of China knowingly allowing fentanyl precursors to flow into the United States runs completely counter to facts and reality," the spokesperson said.</p><p>Trump has previously pledged to end China's most-favored-nation trading status and slap tariffs on Chinese imports in excess of 60% - much higher than those imposed during his first term.</p><p>The Chinese economy is now in a much more vulnerable position given the country's prolonged property downturn, debt risks and weak domestic demand.</p><p>In the run-up to the Nov. 5 election, Trump floated plans for blanket tariffs of 10% to 20% on virtually all imports. He also said he would put tariffs as high as 200% on every car coming across the U.S.-Mexico border.</p><p>He also voiced his intent to formally invoke the USMCA's six-year review provision upon taking office. Currently, it is expected in July 2026.</p><p>Mexico's finance ministry said of Trump's tariff pledge: "Mexico is the United States' top trade partner, and the USMCA provides a framework of certainty for national and international investors."</p><p>Economists say that Trump's overall tariff plans, likely his most consequential economic policy, would push U.S. import duty rates back up to 1930s-era levels, stoke inflation, collapse U.S.-China trade, draw retaliation and drastically reorder supply chains.</p><p>They say tariffs are paid by the companies that import the products subject to the duties, and they either pass on the costs to consumers or accept lower profits.</p><p>Trump frequently refers to countries paying as a consequence of his tariff plan, saying on Monday that Mexico and Canada will "pay a very big price."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128042303","content_text":"President-elect Donald Trump on Monday pledged big tariffs on the United States' three largest trading partners - Canada, Mexico and China - detailing how he will implement campaign promises that could trigger trade wars.Trump, who takes office on Jan. 20, 2025, said he would impose a 25% tariff on Canada and Mexico until they clamp down on drugs, particularly fentanyl, and migrants crossing the border, in a move that would appear to violate a free-trade deal.Trump also outlined \"an additional 10% tariff, above any additional tariffs\" on China, in some of his most specific comments on how he will implement his economic agenda since winning the Nov. 5 election on promises to \"put America first\".\"On January 20th, as one of my many first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25% Tariff on ALL products coming into the United States, and its ridiculous Open Borders,\" he said in a post on Truth Social.While migrant arrests reached a record during President Joe Biden's presidency, straining U.S. border enforcement, illegal crossings fell dramatically this year as Biden instituted new border restrictions and Mexico stepped up enforcement.More than 83% of exports from Mexico went to the U.S. in 2023 and 75% of Canadian exports go to the country.Trump's threatened new tariff would appear to violate the terms of the U.S.-Mexico-Canada Agreement on trade. The deal which Trump signed into law took effect in 2020, and continued the largely duty-free trade between the three countries.Canada and the United States at one point imposed sanctions on each others' products during the rancorous talks that eventually led to USMCA. Trump will have the opportunity to renegotiate the agreement in 2026, when a \"sunset\" provision will force either a withdrawal or talks on changes to the pact.After issuing his tariff threat, Trump held a conversation with Canada's Prime Minister Justin Trudeau in which they discussed trade and border security, a Canadian source familiar with the situation said.\"It was a good discussion and they will stay in touch,\" the source said.Trump could be counting on the threat of tariffs to prompt an early renegotiation of USMCA, said William Reinsch, a former president of the National Foreign Trade Council.\"This strikes me more as a threat than anything else,\" Reinsch said. \"I guess the idea is if you keep hitting them in the face, eventually they'll surrender.\"Trump's announcement sparked a dollar rally. It rose 1% against the Canadian dollar and 2% against the Mexican peso , while share markets in Asia fell, as did European equity futures . S&P 500 futures fell 0.3%.On China, the president-elect accused Beijing of not taking strong enough action to stop the flow of illicit drugs crossing the border into the U.S. from Mexico.\"Until such time as they stop, we will be charging China an additional 10% Tariff, above any additional Tariffs, on all of their many products coming into the United States of America,\" Trump said.A Chinese embassy spokesperson in Washington hit back.\"China believes that China-U.S. economic and trade cooperation is mutually beneficial in nature. No one will win a trade war or a tariff war,\" Liu Pengyu said.The embassy also cited steps it said China had taken since a 2023 U.S.-China meeting after which Beijing agreed it would stem the export of items related to the production of the opioid fentanyl, a leading cause of drug overdoses in the United States.\"All these prove that the idea of China knowingly allowing fentanyl precursors to flow into the United States runs completely counter to facts and reality,\" the spokesperson said.Trump has previously pledged to end China's most-favored-nation trading status and slap tariffs on Chinese imports in excess of 60% - much higher than those imposed during his first term.The Chinese economy is now in a much more vulnerable position given the country's prolonged property downturn, debt risks and weak domestic demand.In the run-up to the Nov. 5 election, Trump floated plans for blanket tariffs of 10% to 20% on virtually all imports. He also said he would put tariffs as high as 200% on every car coming across the U.S.-Mexico border.He also voiced his intent to formally invoke the USMCA's six-year review provision upon taking office. Currently, it is expected in July 2026.Mexico's finance ministry said of Trump's tariff pledge: \"Mexico is the United States' top trade partner, and the USMCA provides a framework of certainty for national and international investors.\"Economists say that Trump's overall tariff plans, likely his most consequential economic policy, would push U.S. import duty rates back up to 1930s-era levels, stoke inflation, collapse U.S.-China trade, draw retaliation and drastically reorder supply chains.They say tariffs are paid by the companies that import the products subject to the duties, and they either pass on the costs to consumers or accept lower profits.Trump frequently refers to countries paying as a consequence of his tariff plan, saying on Monday that Mexico and Canada will \"pay a very big price.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373373707206912,"gmtCreate":1732195557909,"gmtModify":1732196138790,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Dumb asses who sold their Nvidia shares after the results yesterday.","listText":"Dumb asses who sold their Nvidia shares after the results yesterday.","text":"Dumb asses who sold their Nvidia shares after the results yesterday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373373707206912","repostId":"1125100512","repostType":4,"repost":{"id":"1125100512","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732195273,"share":"https://ttm.financial/m/news/1125100512?lang=&edition=fundamental","pubTime":"2024-11-21 21:21","market":"us","language":"en","title":"Nvidia Stock Turns Positive As Analysts Recommend Accentuating the Nvidia Positives","url":"https://stock-news.laohu8.com/highlight/detail?id=1125100512","media":"Tiger Newspress","summary":"\"Stop and smell the roses\": Analyst recommends accentuating the Nvidia positives.","content":"<html><head></head><body><p>Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a33214964560189d721751de8903c2\" title=\"\" tg-width=\"537\" tg-height=\"158\"/></p><p>Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company's smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.</p><p>But he still advised clients to "stop and smell the roses."</p><p>While gross margins are forecast to turn lower again in the current quarter, "frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand," Rasgon wrote. And he noted that the company has "a trajectory back toward the mid 70’s as the platforms scale" into fiscal 2026.</p><p>Worried about Nvidia's Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.</p><p>"We tend to like 'constraints' — since it means more sales are coming later," he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.</p><p>After Nvidia's earnings, Citi analyst Atif Malik is looking ahead to January's CES conference, at which CEO Jensen Huang will share more on the company's artificial-intelligence vision during a keynote address.</p><p>Malik opened a positive catalyst watch on Nvidia's stock heading into that event, "where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection." Blackwell is Nvidia's newest chip.</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 Turns Positive As Analysts Recommend Accentuating the Nvidia Positives</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 Turns Positive As Analysts Recommend Accentuating the Nvidia Positives\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-21 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a33214964560189d721751de8903c2\" title=\"\" tg-width=\"537\" tg-height=\"158\"/></p><p>Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company's smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.</p><p>But he still advised clients to "stop and smell the roses."</p><p>While gross margins are forecast to turn lower again in the current quarter, "frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand," Rasgon wrote. And he noted that the company has "a trajectory back toward the mid 70’s as the platforms scale" into fiscal 2026.</p><p>Worried about Nvidia's Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.</p><p>"We tend to like 'constraints' — since it means more sales are coming later," he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.</p><p>After Nvidia's earnings, Citi analyst Atif Malik is looking ahead to January's CES conference, at which CEO Jensen Huang will share more on the company's artificial-intelligence vision during a keynote address.</p><p>Malik opened a positive catalyst watch on Nvidia's stock heading into that event, "where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection." Blackwell is Nvidia's newest chip.</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":"1125100512","content_text":"Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company's smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.But he still advised clients to \"stop and smell the roses.\"While gross margins are forecast to turn lower again in the current quarter, \"frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand,\" Rasgon wrote. And he noted that the company has \"a trajectory back toward the mid 70’s as the platforms scale\" into fiscal 2026.Worried about Nvidia's Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.\"We tend to like 'constraints' — since it means more sales are coming later,\" he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.After Nvidia's earnings, Citi analyst Atif Malik is looking ahead to January's CES conference, at which CEO Jensen Huang will share more on the company's artificial-intelligence vision during a keynote address.Malik opened a positive catalyst watch on Nvidia's stock heading into that event, \"where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection.\" Blackwell is Nvidia's newest chip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373051267236096,"gmtCreate":1732106436512,"gmtModify":1732107892487,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","listText":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","text":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373051267236096","repostId":"2484630196","repostType":2,"repost":{"id":"2484630196","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1732101347,"share":"https://ttm.financial/m/news/2484630196?lang=&edition=fundamental","pubTime":"2024-11-20 19:15","market":"us","language":"en","title":"Google Prosecutors to Propose Cure for Search Monopoly","url":"https://stock-news.laohu8.com/highlight/detail?id=2484630196","media":"Reuters","summary":"Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search ","content":"<html><head></head><body><p>Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.</p><p>The U.S. Department of Justice brought the case during Donald Trump's first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.</p><p>Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.</p><p>The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.</p><p>Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.</p><p>Ultimately, however, Trump's election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.</p><p>Once in office, Trump will be able to appoint a new head of the DOJ's antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.</p><p>Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.</p><p>Google will have a chance to make its own proposal in December.</p><p>Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ's next antitrust head will step in and change course in the case before then remains to be seen.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Prosecutors to Propose Cure for Search Monopoly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Prosecutors to Propose Cure for Search Monopoly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-20 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.</p><p>The U.S. Department of Justice brought the case during Donald Trump's first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.</p><p>Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.</p><p>The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.</p><p>Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.</p><p>Ultimately, however, Trump's election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.</p><p>Once in office, Trump will be able to appoint a new head of the DOJ's antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.</p><p>Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.</p><p>Google will have a chance to make its own proposal in December.</p><p>Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ's next antitrust head will step in and change course in the case before then remains to be seen.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4532":"文艺复兴科技持仓","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","BK4507":"流媒体概念","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484630196","content_text":"Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.The U.S. Department of Justice brought the case during Donald Trump's first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.Ultimately, however, Trump's election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.Once in office, Trump will be able to appoint a new head of the DOJ's antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.Google will have a chance to make its own proposal in December.Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ's next antitrust head will step in and change course in the case before then remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366363510444264,"gmtCreate":1730452634070,"gmtModify":1730452637798,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Continue to short this s.o.b.","listText":"Continue to short this s.o.b.","text":"Continue to short this s.o.b.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366363510444264","repostId":"1188152042","repostType":4,"repost":{"id":"1188152042","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730452458,"share":"https://ttm.financial/m/news/1188152042?lang=&edition=fundamental","pubTime":"2024-11-01 17:14","market":"us","language":"en","title":"Super Micro Computer Falls 5% on Auditor Resignation, Delisting Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1188152042","media":"Tiger Newspress","summary":"Super Micro Stock Continues to Fall 5% Premarket on Auditor Resignation Shares fell 16% on Thursday, building on the previous session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost","content":"<html><head></head><body><p>Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.</p><p>The auditor's resignation has raised significant doubts about SMCI's ability to comply with Nasdaq's listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082bc8702bf2887da47f9a91209f6a18\" title=\"\" tg-width=\"784\" tg-height=\"618\"/></p><p>The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.</p><p>The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.</p><p>Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”</p><p style=\"text-align: start;\">Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”</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>Super Micro Computer Falls 5% on Auditor Resignation, Delisting Risks</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\">\nSuper Micro Computer Falls 5% on Auditor Resignation, Delisting Risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-01 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.</p><p>The auditor's resignation has raised significant doubts about SMCI's ability to comply with Nasdaq's listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082bc8702bf2887da47f9a91209f6a18\" title=\"\" tg-width=\"784\" tg-height=\"618\"/></p><p>The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.</p><p>The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.</p><p>Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”</p><p style=\"text-align: start;\">Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188152042","content_text":"Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.The auditor's resignation has raised significant doubts about SMCI's ability to comply with Nasdaq's listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358526900928712,"gmtCreate":1728539308134,"gmtModify":1728539311946,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And now they have to buy them back.","listText":"And now they have to buy them back.","text":"And now they have to buy them back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358526900928712","repostId":"1105118331","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358527099351160,"gmtCreate":1728539268611,"gmtModify":1728539272307,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And once they have to buy them back.","listText":"And once they have to buy them back.","text":"And once they have to buy them back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358527099351160","repostId":"1105118331","repostType":4,"repost":{"id":"1105118331","kind":"news","pubTimestamp":1728538786,"share":"https://ttm.financial/m/news/1105118331?lang=&edition=fundamental","pubTime":"2024-10-10 13:39","market":"us","language":"en","title":"Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1105118331","media":"Bloomberg","summary":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holida","content":"<html><head></head><body><ul style=\"\"><li><p>Managers sold longs and added to shorts, according to note</p></li><li><p>Traders returned from weeklong holiday to volatile market</p></li></ul><p>Hedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.</p><p style=\"text-align: start;\">“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.</p><p style=\"text-align: start;\">The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d8c68df87eb04ab0fbe9f2288a9ae6d\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.</p><p>Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.</p><p style=\"text-align: start;\">Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.</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>Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says</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\">\nHedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 13:39 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000300.SH":"沪深300","000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105118331","content_text":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357816200073240,"gmtCreate":1728377891243,"gmtModify":1728377894833,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"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/357816200073240","repostId":"2473410890","repostType":4,"repost":{"id":"2473410890","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1728377441,"share":"https://ttm.financial/m/news/2473410890?lang=&edition=fundamental","pubTime":"2024-10-08 16:50","market":"hk","language":"en","title":"China's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures","url":"https://stock-news.laohu8.com/highlight/detail?id=2473410890","media":"Dow Jones","summary":"'The outcome represents a setback for those anticipating additional swift action from Beijing,' say UBS analysts. Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group , which lost 23%.However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had \"full confidence\" the economy would reach its official full-year growth ","content":"<html><head></head><body><p>Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.</p><p>The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.</p><p>The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland's stock barometer up 30% over the past month.</p><p>Hong Kong's Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.</p><p>However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.</p><p>In premarket trade, casino stocks including Las Vegas Sands <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> and Wynn Resorts <a href=\"https://laohu8.com/S/WYNN\">$(WYNN)$</a> tumbled. U.S.-listed shares of Alibaba <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> tumbled 9% and JD.com stock <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> dropped 12%.</p><p>Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China's government that are designed to revive the world's second biggest economy and lift its stock market.</p><p>These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank's capital requirements to boost lending, and funds to allow companies to buy back their own shares.</p><p>Investors had been hoping that the National Development and Reform Commission, China's state economic planning body, would outline more stimulus measures at a briefing on Tuesday.</p><p>However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had "full confidence" the economy would reach its official full-year growth target of about 5%.</p><p>"The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing," said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.</p><p>UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.</p><p>"We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a 'not trust but verify' approach, evaluating Beijing's commitment on reflation," said Morgan Stanley's China economics team led by Robin Xing.</p><p>Concerns that China's stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.</p><p>Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, "on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden."</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>China's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures</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\">\nChina's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures\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\">2024-10-08 16:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.</p><p>The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.</p><p>The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland's stock barometer up 30% over the past month.</p><p>Hong Kong's Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.</p><p>However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.</p><p>In premarket trade, casino stocks including Las Vegas Sands <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> and Wynn Resorts <a href=\"https://laohu8.com/S/WYNN\">$(WYNN)$</a> tumbled. U.S.-listed shares of Alibaba <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> tumbled 9% and JD.com stock <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> dropped 12%.</p><p>Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China's government that are designed to revive the world's second biggest economy and lift its stock market.</p><p>These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank's capital requirements to boost lending, and funds to allow companies to buy back their own shares.</p><p>Investors had been hoping that the National Development and Reform Commission, China's state economic planning body, would outline more stimulus measures at a briefing on Tuesday.</p><p>However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had "full confidence" the economy would reach its official full-year growth target of about 5%.</p><p>"The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing," said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.</p><p>UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.</p><p>"We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a 'not trust but verify' approach, evaluating Beijing's commitment on reflation," said Morgan Stanley's China economics team led by Robin Xing.</p><p>Concerns that China's stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.</p><p>Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, "on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4150":"赌场与赌博","BK4535":"淡马锡持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4220":"综合零售","BABA":"阿里巴巴","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4579":"人工智能","FXI":"中国大盘股ETF-iShares","BK4526":"热门中概股","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","BK4503":"景林资产持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","09618":"京东集团-SW","BK4122":"互联网与直销零售","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4551":"寇图资本持仓","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","YINN":"三倍做多富时中国ETF-Direxion","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4504":"桥水持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","KWEB":"中国海外互联网ETF-KraneShares","BK4565":"NFT概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","09988":"阿里巴巴-W","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0106831901.USD":"贝莱德世界金融基金A2","JD":"京东","BK4554":"元宇宙及AR概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4531":"中概回港概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4585":"ETF&股票定投概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473410890","content_text":"Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland's stock barometer up 30% over the past month.Hong Kong's Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.In premarket trade, casino stocks including Las Vegas Sands $(LVS)$ and Wynn Resorts $(WYNN)$ tumbled. U.S.-listed shares of Alibaba $(BABA)$ tumbled 9% and JD.com stock $(JD)$ dropped 12%.Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China's government that are designed to revive the world's second biggest economy and lift its stock market.These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank's capital requirements to boost lending, and funds to allow companies to buy back their own shares.Investors had been hoping that the National Development and Reform Commission, China's state economic planning body, would outline more stimulus measures at a briefing on Tuesday.However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had \"full confidence\" the economy would reach its official full-year growth target of about 5%.\"The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing,\" said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.\"We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a 'not trust but verify' approach, evaluating Beijing's commitment on reflation,\" said Morgan Stanley's China economics team led by Robin Xing.Concerns that China's stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, \"on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352844674171008,"gmtCreate":1727152825446,"gmtModify":1727154041593,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","listText":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","text":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352844674171008","repostId":"2469016151","repostType":2,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348877243662488,"gmtCreate":1726193571231,"gmtModify":1726193574932,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Watch what does, not hear what he says.","listText":"Watch what does, not hear what he says.","text":"Watch what does, not hear what he says.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348877243662488","repostId":"1196546051","repostType":4,"repost":{"id":"1196546051","kind":"news","pubTimestamp":1726192800,"share":"https://ttm.financial/m/news/1196546051?lang=&edition=fundamental","pubTime":"2024-09-13 10:00","market":"us","language":"en","title":"Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1196546051","media":"Investing.com","summary":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The t","content":"<html><head></head><body><p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.</p><p>The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b32be7161aecbc0b2aba2891a48935c\" tg-width=\"1891\" tg-height=\"3567\"/></p><p>While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.</p><p>As a result of these sales, Jen-Hsun Huang's direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.</p><p>Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company's future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive's real-time perspective on the company's outlook.</p><p>Nvidia's stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.</p><p>In other recent news, Nvidia's shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company's strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company's CEO, Mr. Huang, emphasized Nvidia's competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.</p><p>In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.</p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company 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\">\nNvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 10:00 GMT+8 <a href=https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The ...</p>\n\n<a href=\"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196546051","content_text":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.As a result of these sales, Jen-Hsun Huang's direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company's future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive's real-time perspective on the company's outlook.Nvidia's stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.In other recent news, Nvidia's shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company's strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company's CEO, Mr. Huang, emphasized Nvidia's competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330526979035192,"gmtCreate":1721700972405,"gmtModify":1721700976523,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Blame it on the Intern.","listText":"Blame it on the Intern.","text":"Blame it on the Intern.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330526979035192","repostId":"2453674956","repostType":4,"repost":{"id":"2453674956","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721700000,"share":"https://ttm.financial/m/news/2453674956?lang=&edition=fundamental","pubTime":"2024-07-23 10:00","market":"us","language":"en","title":"US Congressional Panel Calls on CrowdStrike CEO to Testify on Outage","url":"https://stock-news.laohu8.com/highlight/detail?id=2453674956","media":"Reuters","summary":"WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week's global tech outage.","content":"<html><head></head><body><p>WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week's global tech outage.</p><h2 id=\"id_3278972035\" style=\"text-align: start;\">WHY IT'S IMPORTANT</h2><p>CrowdStrike's glitchy update to its security software crashed computers powered by Microsoft's Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.</p><p>Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.</p><h2 id=\"id_1614159339\" style=\"text-align: start;\">KEY QUOTES</h2><p>"While we appreciate CrowdStrike's response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history," the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.</p><p>"CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members' discretion," a company spokesperson said.</p><h2 id=\"id_1635129462\" style=\"text-align: start;\">WHAT'S NEXT</h2><p>The letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Congressional Panel Calls on CrowdStrike CEO to Testify on Outage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Congressional Panel Calls on CrowdStrike CEO to Testify on Outage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-23 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week's global tech outage.</p><h2 id=\"id_3278972035\" style=\"text-align: start;\">WHY IT'S IMPORTANT</h2><p>CrowdStrike's glitchy update to its security software crashed computers powered by Microsoft's Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.</p><p>Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.</p><h2 id=\"id_1614159339\" style=\"text-align: start;\">KEY QUOTES</h2><p>"While we appreciate CrowdStrike's response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history," the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.</p><p>"CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members' discretion," a company spokesperson said.</p><h2 id=\"id_1635129462\" style=\"text-align: start;\">WHAT'S NEXT</h2><p>The letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4581":"高盛持仓","BK4560":"网络安全概念","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4504":"桥水持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4528":"SaaS概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1923622614.USD":"Natixis Thematics Meta R/A USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4576":"AR","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4525":"远程办公概念","BK4587":"ChatGPT概念","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4577":"网络游戏","LU1923622291.USD":"Natixis Thematics Safety R/A USD","BK4527":"明星科技股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453674956","content_text":"WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week's global tech outage.WHY IT'S IMPORTANTCrowdStrike's glitchy update to its security software crashed computers powered by Microsoft's Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.KEY QUOTES\"While we appreciate CrowdStrike's response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history,\" the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.\"CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members' discretion,\" a company spokesperson said.WHAT'S NEXTThe letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309024970641736,"gmtCreate":1716473366106,"gmtModify":1716473369067,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> ","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/e232a0f1d10128efde0352ae7480119f","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309024970641736","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":306684793274512,"gmtCreate":1715909495996,"gmtModify":1715909499645,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20240530 82.50 CALL\">$ALB.HK 20240530 82.50 CALL$</a> Yesterday was bad, today is sunshine.","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20240530 82.50 CALL\">$ALB.HK 20240530 82.50 CALL$</a> Yesterday was bad, today is sunshine.","text":"$ALB.HK 20240530 82.50 CALL$ Yesterday was bad, today is sunshine.","images":[{"img":"https://community-static.tradeup.com/news/c85f07502635d31a2e90620f49a9ce00","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306684793274512","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":299128955314216,"gmtCreate":1714055656293,"gmtModify":1714055929516,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","listText":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","text":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299128955314216","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299128033317168,"gmtCreate":1714055515678,"gmtModify":1714055519311,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Buy a summer house in Karuizawa!","listText":"Buy a summer house in Karuizawa!","text":"Buy a summer house in Karuizawa!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299128033317168","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299056399007776,"gmtCreate":1714022862702,"gmtModify":1714022867436,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","listText":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","text":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299056399007776","repostId":"1134787563","repostType":2,"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":382990733676712,"gmtCreate":1734501760734,"gmtModify":1734501764542,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"The stock will rise on 6 Jan once CES starts. Now flushing out the weak hands.","listText":"The stock will rise on 6 Jan once CES starts. Now flushing out the weak hands.","text":"The stock will rise on 6 Jan once CES starts. Now flushing out the weak hands.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/382990733676712","repostId":"2492102309","repostType":4,"repost":{"id":"2492102309","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734498292,"share":"https://ttm.financial/m/news/2492102309?lang=&edition=fundamental","pubTime":"2024-12-18 13:04","market":"hk","language":"en","title":"Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2492102309","media":"Dow Jones","summary":"'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology s","content":"<html><head></head><body><p>'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst says</p><p>Nvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn't need it to survive.</p><p>Shares of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are in correction territory, down more than 10% from their latest bull-market peak, and they've lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index <a href=\"https://laohu8.com/S/SOX\">SOX</a> saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.'s <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> earnings commentary.</p><p>The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.</p><p>Investors aren't rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>.</p><p>The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom's earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.</p><p>He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom's stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.</p><p>"Many will need to play catch up on a 15-20% one-day rip," Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a "sustained run higher" into the early part of next year.</p><p>Broadcom now seems like a "must-own" play, in his view, with the company's longer-term story compelling. "CEO Hock Tan set up the next 12 months extremely well," he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.</p><p>There's also an Nvidia tie-in, with "investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips," according to Daniel O'Regan, Mizuho's managing director of equity trading. He referred to graphics processing units as well as Broadcom's XPU AI accelerators.</p><p>As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom's commentary. The company also plays into custom silicon, the technology underpinning Broadcom's sizable market projection.</p><p>Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.</p><p>"Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing," Colas wrote. "They may not be as noticeable, but they continue to get the job done."</p><p>Meanwhile, Micron's story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.</p><p>The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia's weakness is "a very reassuring sign that investor confidence is bigger than just one stock," Colas noted.</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's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine</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's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-18 13:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst says</p><p>Nvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn't need it to survive.</p><p>Shares of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are in correction territory, down more than 10% from their latest bull-market peak, and they've lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index <a href=\"https://laohu8.com/S/SOX\">SOX</a> saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.'s <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> earnings commentary.</p><p>The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.</p><p>Investors aren't rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>.</p><p>The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom's earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.</p><p>He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom's stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.</p><p>"Many will need to play catch up on a 15-20% one-day rip," Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a "sustained run higher" into the early part of next year.</p><p>Broadcom now seems like a "must-own" play, in his view, with the company's longer-term story compelling. "CEO Hock Tan set up the next 12 months extremely well," he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.</p><p>There's also an Nvidia tie-in, with "investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips," according to Daniel O'Regan, Mizuho's managing director of equity trading. He referred to graphics processing units as well as Broadcom's XPU AI accelerators.</p><p>As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom's commentary. The company also plays into custom silicon, the technology underpinning Broadcom's sizable market projection.</p><p>Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.</p><p>"Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing," Colas wrote. "They may not be as noticeable, but they continue to get the job done."</p><p>Meanwhile, Micron's story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.</p><p>The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia's weakness is "a very reassuring sign that investor confidence is bigger than just one stock," Colas noted.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","AVGO":"博通","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","NVDA":"英伟达","BK4503":"景林资产持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","MU":"美光科技","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492102309","content_text":"'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn't need it to survive.Shares of Nvidia $(NVDA)$ are in correction territory, down more than 10% from their latest bull-market peak, and they've lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index SOX saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.'s $(AVGO)$ earnings commentary.The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.Investors aren't rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. $(MRVL)$ - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. $(MU)$.The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom's earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom's stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.\"Many will need to play catch up on a 15-20% one-day rip,\" Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a \"sustained run higher\" into the early part of next year.Broadcom now seems like a \"must-own\" play, in his view, with the company's longer-term story compelling. \"CEO Hock Tan set up the next 12 months extremely well,\" he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.There's also an Nvidia tie-in, with \"investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips,\" according to Daniel O'Regan, Mizuho's managing director of equity trading. He referred to graphics processing units as well as Broadcom's XPU AI accelerators.As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom's commentary. The company also plays into custom silicon, the technology underpinning Broadcom's sizable market projection.Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.\"Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,\" Colas wrote. \"They may not be as noticeable, but they continue to get the job done.\"Meanwhile, Micron's story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia's weakness is \"a very reassuring sign that investor confidence is bigger than just one stock,\" Colas noted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299056399007776,"gmtCreate":1714022862702,"gmtModify":1714022867436,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","listText":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","text":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299056399007776","repostId":"1134787563","repostType":2,"repost":{"id":"1134787563","kind":"news","pubTimestamp":1713995543,"share":"https://ttm.financial/m/news/1134787563?lang=&edition=fundamental","pubTime":"2024-04-25 05:52","market":"us","language":"en","title":"Meta Shares Tumble over 15% After Revenue Forecast Disappoints","url":"https://stock-news.laohu8.com/highlight/detail?id=1134787563","media":"Bloomberg","summary":"Capital expenditures will be higher than initially expectedMeta’s revenue forecast slightly lower than anticipatedMeta Platforms Inc. increased its spending estimates for the year and projected second","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&rndata=%7B%22liveId%22:%221796676338758676%22,%22type%22:1%7D\" title=\"Meta 2024Q1 Earnings Conference Call\" target=\"_blank\" class=\"\">Meta 2024Q1 Earnings Conference Call</a>】</p><ul style=\"\"><li><p>The shares plunged as much as 15% as investors balked</p></li><li><p>Second-quarter revenue forecast was weaker than expected</p></li></ul><p>Meta Platforms Inc. said it will spend billions of dollars more than it previously anticipated this year as it continues to invest in artificial intelligence, raising questions about whether the company’s futuristic technological bets will eventually pay off for investors. The shares tumbled in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb7624773a10f50cdfb9234e4a1e25f3\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The shares dropped as much as 15% in after-hours trading. The stock had been up 39% so far this year at market close and has been trading near all-time highs for the past month, in part reflecting excitement around AI. Meta was one of the best-performing stocks among its Big Tech peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2798332604c3a1a61fd1ba889722da7\" title=\"\" tg-width=\"786\" tg-height=\"630\"/></p><p style=\"text-align: start;\">The Facebook parent is plowing ever more resources into artificial intelligence, which requires significant investments in computing power, while locked in an arms race with rivals from Alphabet Inc. to Microsoft Corp. for supremacy in this fast-developing technology. The Menlo Park, California-based company raised its estimates for costs for the year, and now believes capital expenditures will be $35 billion to $40 billion. Earlier, it estimated expenses related to things like servers, AI hardware and data centers would be $30 billion to $37 billion.</p><p>“We expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts,” Chief Financial Officer Susan Li said in a statement, referring to 2025.</p><p>At the same time, the social networking company also projected second quarter sales of $36.5 billion to $39 billion, with the mid-range of that forecast less than analysts’ average estimate.</p><p style=\"text-align: start;\">Those metrics overshadowed what was otherwise a solid first quarter, with revenue of $36.5 billion, an increase of more than 27% over the same period a year ago. And profit that more than doubled to $12.4 billion.</p><p>“For all Meta’s bold AI plans, it can’t afford to take its eye off the nucleus of the business –- its core advertising activities,” Sophie Lund-Yates, an analyst at Hargreaves Lansdown, wrote in a note on Wednesday. “That doesn’t mean ignoring AI, but it does mean that spending needs to be targeted and in-line with a clear strategic view.”</p><p style=\"text-align: start;\">In the previous quarter, Meta announced a $50 billion stock buyback in addition to the company’s first-ever quarterly dividend, an effort to placate investors frustrated by the company’s aggressive spending on technologies that have yet to fully pay off. Chief Executive Officer Mark Zuckerberg has spent years plowing money into efforts to build the so-called Metaverse, a virtual world where he hopes people will one day play and work.</p><p style=\"text-align: start;\">Reality Labs, the Meta division focused on its futuristic bets, reported a loss of $3.85 billion for the first quarter, roughly the same as a year ago. That division, which also oversees VR headsets and Meta’s Ray-Ban smart glasses, reported an annual loss of more than $16 billion in 2023.</p><p style=\"text-align: start;\">But in recent months, Zuckerberg has made AI a priority, refocusing Meta on the technology after OpenAI released its ChatGPT chatbot in 2022, sparking a frenzy of competition and development among the big tech companies. Meta has started inserting AI into every facet of the business, from Instagram and Facebook to its smart glasses.</p><p>The company announced plans for a new $800 million data center in January, and is also developing its own chips for artificial intelligence services. Meta is also working on several new iterations of its large language model, known as Llama, for powering chatbots and other AI services.</p><p style=\"text-align: start;\">On a call with investors, Zuckerberg said Meta will invest “significantly” in AI-related projects. He said these investments will increase “meaningfully” before Meta sees any significant revenue from many of these new endeavors. “Smart investors” will see the long-term possibilities of this work will outweigh the short term costs, Zuckerberg said.</p><p style=\"text-align: start;\">The company reiterated its broader 2024 spending plans, saying it will shell out $96 billion to $99 billion for the calendar year, up slightly from a low-end target of $94 billion to $99 billion. It previously said that much of that would go toward infrastructure costs in addition to long-term bets on augmented and virtual reality.</p><p style=\"text-align: start;\">Meta’s mixed report comes on the same day that President Joe Biden signed a bill into law that would force TikTok’s parent company, ByteDance Ltd., to sell the popular video service or face a ban in the US. The potential elimination of a major competitor could give a boost to Meta’s advertising business since its short-video offering Reels is a clone of TikTok.</p><p style=\"text-align: start;\">Reels now makes up about 50% of the time that people spend on Instagram, Li said on a call with analysts. When asked specifically about the TikTok legislation, Li said it was too soon for the company to understand the potential impact.</p><p style=\"text-align: start;\">Meta has had a turbulent past few years, with a Covid-era bump in users and activity on the platform during lockdowns followed by a subsequent pullback in advertising in 2022. Meta also gorged on hiring when times were good, leading to some 10,000 job cuts 2023, a period Zuckerberg dubbed the “year of efficiency.”</p><p style=\"text-align: start;\">Those painful moves paved the way for the significant increase in profit the company is seeing now. First-quarter revenue was the highest ever in that period. More people are also returning to Meta’s products.</p><p>Zuckerberg said the Threads app, similar to the former Twitter and launched last July, now has more than 150 million monthly active users — including Taylor Swift.</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>Meta Shares Tumble over 15% After Revenue Forecast Disappoints</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 Shares Tumble over 15% After Revenue Forecast Disappoints\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 05:52 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【Meta 2024Q1 Earnings Conference Call】The shares plunged as much as 15% as investors balkedSecond-quarter revenue forecast was weaker than expectedMeta Platforms Inc. said it will spend billions of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134787563","content_text":"【Meta 2024Q1 Earnings Conference Call】The shares plunged as much as 15% as investors balkedSecond-quarter revenue forecast was weaker than expectedMeta Platforms Inc. said it will spend billions of dollars more than it previously anticipated this year as it continues to invest in artificial intelligence, raising questions about whether the company’s futuristic technological bets will eventually pay off for investors. The shares tumbled in extended trading.The shares dropped as much as 15% in after-hours trading. The stock had been up 39% so far this year at market close and has been trading near all-time highs for the past month, in part reflecting excitement around AI. Meta was one of the best-performing stocks among its Big Tech peers.The Facebook parent is plowing ever more resources into artificial intelligence, which requires significant investments in computing power, while locked in an arms race with rivals from Alphabet Inc. to Microsoft Corp. for supremacy in this fast-developing technology. The Menlo Park, California-based company raised its estimates for costs for the year, and now believes capital expenditures will be $35 billion to $40 billion. Earlier, it estimated expenses related to things like servers, AI hardware and data centers would be $30 billion to $37 billion.“We expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts,” Chief Financial Officer Susan Li said in a statement, referring to 2025.At the same time, the social networking company also projected second quarter sales of $36.5 billion to $39 billion, with the mid-range of that forecast less than analysts’ average estimate.Those metrics overshadowed what was otherwise a solid first quarter, with revenue of $36.5 billion, an increase of more than 27% over the same period a year ago. And profit that more than doubled to $12.4 billion.“For all Meta’s bold AI plans, it can’t afford to take its eye off the nucleus of the business –- its core advertising activities,” Sophie Lund-Yates, an analyst at Hargreaves Lansdown, wrote in a note on Wednesday. “That doesn’t mean ignoring AI, but it does mean that spending needs to be targeted and in-line with a clear strategic view.”In the previous quarter, Meta announced a $50 billion stock buyback in addition to the company’s first-ever quarterly dividend, an effort to placate investors frustrated by the company’s aggressive spending on technologies that have yet to fully pay off. Chief Executive Officer Mark Zuckerberg has spent years plowing money into efforts to build the so-called Metaverse, a virtual world where he hopes people will one day play and work.Reality Labs, the Meta division focused on its futuristic bets, reported a loss of $3.85 billion for the first quarter, roughly the same as a year ago. That division, which also oversees VR headsets and Meta’s Ray-Ban smart glasses, reported an annual loss of more than $16 billion in 2023.But in recent months, Zuckerberg has made AI a priority, refocusing Meta on the technology after OpenAI released its ChatGPT chatbot in 2022, sparking a frenzy of competition and development among the big tech companies. Meta has started inserting AI into every facet of the business, from Instagram and Facebook to its smart glasses.The company announced plans for a new $800 million data center in January, and is also developing its own chips for artificial intelligence services. Meta is also working on several new iterations of its large language model, known as Llama, for powering chatbots and other AI services.On a call with investors, Zuckerberg said Meta will invest “significantly” in AI-related projects. He said these investments will increase “meaningfully” before Meta sees any significant revenue from many of these new endeavors. “Smart investors” will see the long-term possibilities of this work will outweigh the short term costs, Zuckerberg said.The company reiterated its broader 2024 spending plans, saying it will shell out $96 billion to $99 billion for the calendar year, up slightly from a low-end target of $94 billion to $99 billion. It previously said that much of that would go toward infrastructure costs in addition to long-term bets on augmented and virtual reality.Meta’s mixed report comes on the same day that President Joe Biden signed a bill into law that would force TikTok’s parent company, ByteDance Ltd., to sell the popular video service or face a ban in the US. The potential elimination of a major competitor could give a boost to Meta’s advertising business since its short-video offering Reels is a clone of TikTok.Reels now makes up about 50% of the time that people spend on Instagram, Li said on a call with analysts. When asked specifically about the TikTok legislation, Li said it was too soon for the company to understand the potential impact.Meta has had a turbulent past few years, with a Covid-era bump in users and activity on the platform during lockdowns followed by a subsequent pullback in advertising in 2022. Meta also gorged on hiring when times were good, leading to some 10,000 job cuts 2023, a period Zuckerberg dubbed the “year of efficiency.”Those painful moves paved the way for the significant increase in profit the company is seeing now. First-quarter revenue was the highest ever in that period. More people are also returning to Meta’s products.Zuckerberg said the Threads app, similar to the former Twitter and launched last July, now has more than 150 million monthly active users — including Taylor Swift.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289929431408832,"gmtCreate":1711790183191,"gmtModify":1711790187739,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"It's a good quarter for me.","listText":"It's a good quarter for me.","text":"It's a good quarter for me.","images":[{"img":"https://community-static.tradeup.com/news/88a91da9ef3440dd89f9a2771386d891","width":"746","height":"1323"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/289929431408832","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165778538396772","authorId":"4165778538396772","name":"Treetrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4165778538396772","authorIdStr":"4165778538396772"},"content":"wow. SMCI and NVDIA?","text":"wow. SMCI and NVDIA?","html":"wow. SMCI and NVDIA?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":287126373765200,"gmtCreate":1711121882108,"gmtModify":1711121886702,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","listText":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","text":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287126373765200","repostId":"1143908313","repostType":4,"repost":{"id":"1143908313","kind":"news","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":1711120343,"share":"https://ttm.financial/m/news/1143908313?lang=&edition=fundamental","pubTime":"2024-03-22 23:12","market":"us","language":"en","title":"Nvidia Stock Rises. It Needs to Look Beyond the U.S. for Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1143908313","media":"Dow Jones","summary":"Nvidia stock was climbing Friday following the conclusion of its GTC developer event.The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of fu","content":"<html><head></head><body><p>Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.</p><p style=\"text-align: start;\">Nvidia shares were up 2% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/021733ef08c5e40532aaa114797ee1b6\" tg-width=\"804\" tg-height=\"625\"/></p><p>Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. </p><p>Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. </p><p>“Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. </p><p>Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.</p><p>Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.</p><p>Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&P 500 index and a 9.3% gain in the Nasdaq Composite over the same period. </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 Rises. It Needs to Look Beyond the U.S. for Growth</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 Rises. It Needs to Look Beyond the U.S. for Growth\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\">2024-03-22 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.</p><p style=\"text-align: start;\">Nvidia shares were up 2% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/021733ef08c5e40532aaa114797ee1b6\" tg-width=\"804\" tg-height=\"625\"/></p><p>Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. </p><p>Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. </p><p>“Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. </p><p>Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.</p><p>Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.</p><p>Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&P 500 index and a 9.3% gain in the Nasdaq Composite over the same period. </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":"1143908313","content_text":"Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.Nvidia shares were up 2% on Friday.Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. “Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&P 500 index and a 9.3% gain in the Nasdaq Composite over the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309024970641736,"gmtCreate":1716473366106,"gmtModify":1716473369067,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> ","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/e232a0f1d10128efde0352ae7480119f","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309024970641736","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":282273221382152,"gmtCreate":1709942951841,"gmtModify":1709951851300,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Wah piang eh!","listText":"Wah piang eh!","text":"Wah piang eh!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282273221382152","repostId":"1119243614","repostType":4,"repost":{"id":"1119243614","kind":"news","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":1709940600,"share":"https://ttm.financial/m/news/1119243614?lang=&edition=fundamental","pubTime":"2024-03-09 07:30","market":"us","language":"en","title":"Nvidia Sheds $128 Billion in Market Cap, Its Largest on Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1119243614","media":"Dow Jones","summary":"Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.Nvidia helped push the S&P 500 to a new record close Thursday.Shares of the semiconductor maker fell 5.6% t","content":"<html><head></head><body><p>Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcfa9bd913385b8a8f0825b5f437a6c8\" title=\"Nvidia helped push the S&P 500 to a new record close Thursday.\" tg-width=\"922\" tg-height=\"495\"/><span>Nvidia helped push the S&P 500 to a new record close Thursday.</span></p><p style=\"text-align: start;\">Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&P 500 to a new closing high.</p><p>Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.</p><p>Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.</p><p>Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told <em>Barron’s</em> that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.</p><p>Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.</p><p>Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.</p><p>Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.</p><p>Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&P 500 and an increase of 7.2% for the Nasdaq Composite.</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 Sheds $128 Billion in Market Cap, Its Largest on Record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Sheds $128 Billion in Market Cap, Its Largest on Record\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\">2024-03-09 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcfa9bd913385b8a8f0825b5f437a6c8\" title=\"Nvidia helped push the S&P 500 to a new record close Thursday.\" tg-width=\"922\" tg-height=\"495\"/><span>Nvidia helped push the S&P 500 to a new record close Thursday.</span></p><p style=\"text-align: start;\">Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&P 500 to a new closing high.</p><p>Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.</p><p>Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.</p><p>Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told <em>Barron’s</em> that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.</p><p>Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.</p><p>Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.</p><p>Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.</p><p>Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&P 500 and an increase of 7.2% for the Nasdaq Composite.</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":"1119243614","content_text":"Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.Nvidia helped push the S&P 500 to a new record close Thursday.Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&P 500 to a new closing high.Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told Barron’s that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&P 500 and an increase of 7.2% for the Nasdaq Composite.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380030953975856,"gmtCreate":1733817549827,"gmtModify":1733817554331,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$ </a><v-v data-views=\"1\"></v-v> Small win","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$ </a><v-v data-views=\"1\"></v-v> Small win","text":"$MEITUAN-W(03690)$ Small win","images":[{"img":"https://community-static.tradeup.com/news/99932a94dbe5c8f94b21a186b2aeab34","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/380030953975856","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your portfolio is a shining example of what smart investing looks like. Congratulations on your achievements! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio is a shining example of what smart investing looks like. Congratulations on your achievements! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio is a shining example of what smart investing looks like. Congratulations on your achievements! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373373707206912,"gmtCreate":1732195557909,"gmtModify":1732196138790,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Dumb asses who sold their Nvidia shares after the results yesterday.","listText":"Dumb asses who sold their Nvidia shares after the results yesterday.","text":"Dumb asses who sold their Nvidia shares after the results yesterday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373373707206912","repostId":"1125100512","repostType":4,"repost":{"id":"1125100512","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732195273,"share":"https://ttm.financial/m/news/1125100512?lang=&edition=fundamental","pubTime":"2024-11-21 21:21","market":"us","language":"en","title":"Nvidia Stock Turns Positive As Analysts Recommend Accentuating the Nvidia Positives","url":"https://stock-news.laohu8.com/highlight/detail?id=1125100512","media":"Tiger Newspress","summary":"\"Stop and smell the roses\": Analyst recommends accentuating the Nvidia positives.","content":"<html><head></head><body><p>Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a33214964560189d721751de8903c2\" title=\"\" tg-width=\"537\" tg-height=\"158\"/></p><p>Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company's smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.</p><p>But he still advised clients to "stop and smell the roses."</p><p>While gross margins are forecast to turn lower again in the current quarter, "frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand," Rasgon wrote. And he noted that the company has "a trajectory back toward the mid 70’s as the platforms scale" into fiscal 2026.</p><p>Worried about Nvidia's Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.</p><p>"We tend to like 'constraints' — since it means more sales are coming later," he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.</p><p>After Nvidia's earnings, Citi analyst Atif Malik is looking ahead to January's CES conference, at which CEO Jensen Huang will share more on the company's artificial-intelligence vision during a keynote address.</p><p>Malik opened a positive catalyst watch on Nvidia's stock heading into that event, "where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection." Blackwell is Nvidia's newest chip.</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 Turns Positive As Analysts Recommend Accentuating the Nvidia Positives</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 Turns Positive As Analysts Recommend Accentuating the Nvidia Positives\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-21 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a33214964560189d721751de8903c2\" title=\"\" tg-width=\"537\" tg-height=\"158\"/></p><p>Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company's smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.</p><p>But he still advised clients to "stop and smell the roses."</p><p>While gross margins are forecast to turn lower again in the current quarter, "frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand," Rasgon wrote. And he noted that the company has "a trajectory back toward the mid 70’s as the platforms scale" into fiscal 2026.</p><p>Worried about Nvidia's Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.</p><p>"We tend to like 'constraints' — since it means more sales are coming later," he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.</p><p>After Nvidia's earnings, Citi analyst Atif Malik is looking ahead to January's CES conference, at which CEO Jensen Huang will share more on the company's artificial-intelligence vision during a keynote address.</p><p>Malik opened a positive catalyst watch on Nvidia's stock heading into that event, "where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection." Blackwell is Nvidia's newest chip.</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":"1125100512","content_text":"Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company's smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.But he still advised clients to \"stop and smell the roses.\"While gross margins are forecast to turn lower again in the current quarter, \"frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand,\" Rasgon wrote. And he noted that the company has \"a trajectory back toward the mid 70’s as the platforms scale\" into fiscal 2026.Worried about Nvidia's Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.\"We tend to like 'constraints' — since it means more sales are coming later,\" he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.After Nvidia's earnings, Citi analyst Atif Malik is looking ahead to January's CES conference, at which CEO Jensen Huang will share more on the company's artificial-intelligence vision during a keynote address.Malik opened a positive catalyst watch on Nvidia's stock heading into that event, \"where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection.\" Blackwell is Nvidia's newest chip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374951882817880,"gmtCreate":1732582737831,"gmtModify":1732582741924,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"10+60% on China?","listText":"10+60% on China?","text":"10+60% on China?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374951882817880","repostId":"1128042303","repostType":2,"repost":{"id":"1128042303","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1732579026,"share":"https://ttm.financial/m/news/1128042303?lang=&edition=fundamental","pubTime":"2024-11-26 07:57","market":"us","language":"en","title":"Trump Vows New Canada, Mexico, China Tariffs That Threaten Global Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=1128042303","media":"Reuters","summary":"U.S. President-elect Donald Trump said on Monday he would sign an executive order imposing a 25% tariff on all products coming in to the United States from Mexico and Canada.\"On January 20th, as one of my many first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25% Tariff on ALL products coming into the United States, and its ridiculous Open Borders,\" Trump said in a post on Truth Social.Trump said the tariffs would remain in place until the two countries cl","content":"<html><head></head><body><p>President-elect Donald Trump on Monday pledged big tariffs on the United States' three largest trading partners - Canada, Mexico and China - detailing how he will implement campaign promises that could trigger trade wars.</p><p>Trump, who takes office on Jan. 20, 2025, said he would impose a 25% tariff on Canada and Mexico until they clamp down on drugs, particularly fentanyl, and migrants crossing the border, in a move that would appear to violate a free-trade deal.</p><p>Trump also outlined "an additional 10% tariff, above any additional tariffs" on China, in some of his most specific comments on how he will implement his economic agenda since winning the Nov. 5 election on promises to "put America first".</p><p>"On January 20th, as one of my many first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25% Tariff on ALL products coming into the United States, and its ridiculous Open Borders," he said in a post on Truth Social.</p><p>While migrant arrests reached a record during President Joe Biden's presidency, straining U.S. border enforcement, illegal crossings fell dramatically this year as Biden instituted new border restrictions and Mexico stepped up enforcement.</p><p>More than 83% of exports from Mexico went to the U.S. in 2023 and 75% of Canadian exports go to the country.</p><p>Trump's threatened new tariff would appear to violate the terms of the U.S.-Mexico-Canada Agreement on trade. The deal which Trump signed into law took effect in 2020, and continued the largely duty-free trade between the three countries.</p><p>Canada and the United States at one point imposed sanctions on each others' products during the rancorous talks that eventually led to USMCA. Trump will have the opportunity to renegotiate the agreement in 2026, when a "sunset" provision will force either a withdrawal or talks on changes to the pact.</p><p>After issuing his tariff threat, Trump held a conversation with Canada's Prime Minister Justin Trudeau in which they discussed trade and border security, a Canadian source familiar with the situation said.</p><p>"It was a good discussion and they will stay in touch," the source said.</p><p>Trump could be counting on the threat of tariffs to prompt an early renegotiation of USMCA, said William Reinsch, a former president of the National Foreign Trade Council.</p><p>"This strikes me more as a threat than anything else," Reinsch said. "I guess the idea is if you keep hitting them in the face, eventually they'll surrender."</p><p>Trump's announcement sparked a dollar rally. It rose 1% against the Canadian dollar and 2% against the Mexican peso , while share markets in Asia fell, as did European equity futures . S&P 500 futures fell 0.3%.</p><p>On China, the president-elect accused Beijing of not taking strong enough action to stop the flow of illicit drugs crossing the border into the U.S. from Mexico.</p><p>"Until such time as they stop, we will be charging China an additional 10% Tariff, above any additional Tariffs, on all of their many products coming into the United States of America," Trump said.</p><p>A Chinese embassy spokesperson in Washington hit back.</p><p>"China believes that China-U.S. economic and trade cooperation is mutually beneficial in nature. No one will win a trade war or a tariff war," Liu Pengyu said.</p><p>The embassy also cited steps it said China had taken since a 2023 U.S.-China meeting after which Beijing agreed it would stem the export of items related to the production of the opioid fentanyl, a leading cause of drug overdoses in the United States.</p><p>"All these prove that the idea of China knowingly allowing fentanyl precursors to flow into the United States runs completely counter to facts and reality," the spokesperson said.</p><p>Trump has previously pledged to end China's most-favored-nation trading status and slap tariffs on Chinese imports in excess of 60% - much higher than those imposed during his first term.</p><p>The Chinese economy is now in a much more vulnerable position given the country's prolonged property downturn, debt risks and weak domestic demand.</p><p>In the run-up to the Nov. 5 election, Trump floated plans for blanket tariffs of 10% to 20% on virtually all imports. He also said he would put tariffs as high as 200% on every car coming across the U.S.-Mexico border.</p><p>He also voiced his intent to formally invoke the USMCA's six-year review provision upon taking office. Currently, it is expected in July 2026.</p><p>Mexico's finance ministry said of Trump's tariff pledge: "Mexico is the United States' top trade partner, and the USMCA provides a framework of certainty for national and international investors."</p><p>Economists say that Trump's overall tariff plans, likely his most consequential economic policy, would push U.S. import duty rates back up to 1930s-era levels, stoke inflation, collapse U.S.-China trade, draw retaliation and drastically reorder supply chains.</p><p>They say tariffs are paid by the companies that import the products subject to the duties, and they either pass on the costs to consumers or accept lower profits.</p><p>Trump frequently refers to countries paying as a consequence of his tariff plan, saying on Monday that Mexico and Canada will "pay a very big price."</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Vows New Canada, Mexico, China Tariffs That Threaten Global Trade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Vows New Canada, Mexico, China Tariffs That Threaten Global Trade\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-26 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President-elect Donald Trump on Monday pledged big tariffs on the United States' three largest trading partners - Canada, Mexico and China - detailing how he will implement campaign promises that could trigger trade wars.</p><p>Trump, who takes office on Jan. 20, 2025, said he would impose a 25% tariff on Canada and Mexico until they clamp down on drugs, particularly fentanyl, and migrants crossing the border, in a move that would appear to violate a free-trade deal.</p><p>Trump also outlined "an additional 10% tariff, above any additional tariffs" on China, in some of his most specific comments on how he will implement his economic agenda since winning the Nov. 5 election on promises to "put America first".</p><p>"On January 20th, as one of my many first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25% Tariff on ALL products coming into the United States, and its ridiculous Open Borders," he said in a post on Truth Social.</p><p>While migrant arrests reached a record during President Joe Biden's presidency, straining U.S. border enforcement, illegal crossings fell dramatically this year as Biden instituted new border restrictions and Mexico stepped up enforcement.</p><p>More than 83% of exports from Mexico went to the U.S. in 2023 and 75% of Canadian exports go to the country.</p><p>Trump's threatened new tariff would appear to violate the terms of the U.S.-Mexico-Canada Agreement on trade. The deal which Trump signed into law took effect in 2020, and continued the largely duty-free trade between the three countries.</p><p>Canada and the United States at one point imposed sanctions on each others' products during the rancorous talks that eventually led to USMCA. Trump will have the opportunity to renegotiate the agreement in 2026, when a "sunset" provision will force either a withdrawal or talks on changes to the pact.</p><p>After issuing his tariff threat, Trump held a conversation with Canada's Prime Minister Justin Trudeau in which they discussed trade and border security, a Canadian source familiar with the situation said.</p><p>"It was a good discussion and they will stay in touch," the source said.</p><p>Trump could be counting on the threat of tariffs to prompt an early renegotiation of USMCA, said William Reinsch, a former president of the National Foreign Trade Council.</p><p>"This strikes me more as a threat than anything else," Reinsch said. "I guess the idea is if you keep hitting them in the face, eventually they'll surrender."</p><p>Trump's announcement sparked a dollar rally. It rose 1% against the Canadian dollar and 2% against the Mexican peso , while share markets in Asia fell, as did European equity futures . S&P 500 futures fell 0.3%.</p><p>On China, the president-elect accused Beijing of not taking strong enough action to stop the flow of illicit drugs crossing the border into the U.S. from Mexico.</p><p>"Until such time as they stop, we will be charging China an additional 10% Tariff, above any additional Tariffs, on all of their many products coming into the United States of America," Trump said.</p><p>A Chinese embassy spokesperson in Washington hit back.</p><p>"China believes that China-U.S. economic and trade cooperation is mutually beneficial in nature. No one will win a trade war or a tariff war," Liu Pengyu said.</p><p>The embassy also cited steps it said China had taken since a 2023 U.S.-China meeting after which Beijing agreed it would stem the export of items related to the production of the opioid fentanyl, a leading cause of drug overdoses in the United States.</p><p>"All these prove that the idea of China knowingly allowing fentanyl precursors to flow into the United States runs completely counter to facts and reality," the spokesperson said.</p><p>Trump has previously pledged to end China's most-favored-nation trading status and slap tariffs on Chinese imports in excess of 60% - much higher than those imposed during his first term.</p><p>The Chinese economy is now in a much more vulnerable position given the country's prolonged property downturn, debt risks and weak domestic demand.</p><p>In the run-up to the Nov. 5 election, Trump floated plans for blanket tariffs of 10% to 20% on virtually all imports. He also said he would put tariffs as high as 200% on every car coming across the U.S.-Mexico border.</p><p>He also voiced his intent to formally invoke the USMCA's six-year review provision upon taking office. Currently, it is expected in July 2026.</p><p>Mexico's finance ministry said of Trump's tariff pledge: "Mexico is the United States' top trade partner, and the USMCA provides a framework of certainty for national and international investors."</p><p>Economists say that Trump's overall tariff plans, likely his most consequential economic policy, would push U.S. import duty rates back up to 1930s-era levels, stoke inflation, collapse U.S.-China trade, draw retaliation and drastically reorder supply chains.</p><p>They say tariffs are paid by the companies that import the products subject to the duties, and they either pass on the costs to consumers or accept lower profits.</p><p>Trump frequently refers to countries paying as a consequence of his tariff plan, saying on Monday that Mexico and Canada will "pay a very big price."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128042303","content_text":"President-elect Donald Trump on Monday pledged big tariffs on the United States' three largest trading partners - Canada, Mexico and China - detailing how he will implement campaign promises that could trigger trade wars.Trump, who takes office on Jan. 20, 2025, said he would impose a 25% tariff on Canada and Mexico until they clamp down on drugs, particularly fentanyl, and migrants crossing the border, in a move that would appear to violate a free-trade deal.Trump also outlined \"an additional 10% tariff, above any additional tariffs\" on China, in some of his most specific comments on how he will implement his economic agenda since winning the Nov. 5 election on promises to \"put America first\".\"On January 20th, as one of my many first Executive Orders, I will sign all necessary documents to charge Mexico and Canada a 25% Tariff on ALL products coming into the United States, and its ridiculous Open Borders,\" he said in a post on Truth Social.While migrant arrests reached a record during President Joe Biden's presidency, straining U.S. border enforcement, illegal crossings fell dramatically this year as Biden instituted new border restrictions and Mexico stepped up enforcement.More than 83% of exports from Mexico went to the U.S. in 2023 and 75% of Canadian exports go to the country.Trump's threatened new tariff would appear to violate the terms of the U.S.-Mexico-Canada Agreement on trade. The deal which Trump signed into law took effect in 2020, and continued the largely duty-free trade between the three countries.Canada and the United States at one point imposed sanctions on each others' products during the rancorous talks that eventually led to USMCA. Trump will have the opportunity to renegotiate the agreement in 2026, when a \"sunset\" provision will force either a withdrawal or talks on changes to the pact.After issuing his tariff threat, Trump held a conversation with Canada's Prime Minister Justin Trudeau in which they discussed trade and border security, a Canadian source familiar with the situation said.\"It was a good discussion and they will stay in touch,\" the source said.Trump could be counting on the threat of tariffs to prompt an early renegotiation of USMCA, said William Reinsch, a former president of the National Foreign Trade Council.\"This strikes me more as a threat than anything else,\" Reinsch said. \"I guess the idea is if you keep hitting them in the face, eventually they'll surrender.\"Trump's announcement sparked a dollar rally. It rose 1% against the Canadian dollar and 2% against the Mexican peso , while share markets in Asia fell, as did European equity futures . S&P 500 futures fell 0.3%.On China, the president-elect accused Beijing of not taking strong enough action to stop the flow of illicit drugs crossing the border into the U.S. from Mexico.\"Until such time as they stop, we will be charging China an additional 10% Tariff, above any additional Tariffs, on all of their many products coming into the United States of America,\" Trump said.A Chinese embassy spokesperson in Washington hit back.\"China believes that China-U.S. economic and trade cooperation is mutually beneficial in nature. No one will win a trade war or a tariff war,\" Liu Pengyu said.The embassy also cited steps it said China had taken since a 2023 U.S.-China meeting after which Beijing agreed it would stem the export of items related to the production of the opioid fentanyl, a leading cause of drug overdoses in the United States.\"All these prove that the idea of China knowingly allowing fentanyl precursors to flow into the United States runs completely counter to facts and reality,\" the spokesperson said.Trump has previously pledged to end China's most-favored-nation trading status and slap tariffs on Chinese imports in excess of 60% - much higher than those imposed during his first term.The Chinese economy is now in a much more vulnerable position given the country's prolonged property downturn, debt risks and weak domestic demand.In the run-up to the Nov. 5 election, Trump floated plans for blanket tariffs of 10% to 20% on virtually all imports. He also said he would put tariffs as high as 200% on every car coming across the U.S.-Mexico border.He also voiced his intent to formally invoke the USMCA's six-year review provision upon taking office. Currently, it is expected in July 2026.Mexico's finance ministry said of Trump's tariff pledge: \"Mexico is the United States' top trade partner, and the USMCA provides a framework of certainty for national and international investors.\"Economists say that Trump's overall tariff plans, likely his most consequential economic policy, would push U.S. import duty rates back up to 1930s-era levels, stoke inflation, collapse U.S.-China trade, draw retaliation and drastically reorder supply chains.They say tariffs are paid by the companies that import the products subject to the duties, and they either pass on the costs to consumers or accept lower profits.Trump frequently refers to countries paying as a consequence of his tariff plan, saying on Monday that Mexico and Canada will \"pay a very big price.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373051267236096,"gmtCreate":1732106436512,"gmtModify":1732107892487,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","listText":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","text":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373051267236096","repostId":"2484630196","repostType":2,"repost":{"id":"2484630196","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1732101347,"share":"https://ttm.financial/m/news/2484630196?lang=&edition=fundamental","pubTime":"2024-11-20 19:15","market":"us","language":"en","title":"Google Prosecutors to Propose Cure for Search Monopoly","url":"https://stock-news.laohu8.com/highlight/detail?id=2484630196","media":"Reuters","summary":"Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search ","content":"<html><head></head><body><p>Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.</p><p>The U.S. Department of Justice brought the case during Donald Trump's first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.</p><p>Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.</p><p>The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.</p><p>Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.</p><p>Ultimately, however, Trump's election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.</p><p>Once in office, Trump will be able to appoint a new head of the DOJ's antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.</p><p>Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.</p><p>Google will have a chance to make its own proposal in December.</p><p>Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ's next antitrust head will step in and change course in the case before then remains to be seen.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Prosecutors to Propose Cure for Search Monopoly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Prosecutors to Propose Cure for Search Monopoly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-20 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.</p><p>The U.S. Department of Justice brought the case during Donald Trump's first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.</p><p>Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.</p><p>The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.</p><p>Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.</p><p>Ultimately, however, Trump's election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.</p><p>Once in office, Trump will be able to appoint a new head of the DOJ's antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.</p><p>Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.</p><p>Google will have a chance to make its own proposal in December.</p><p>Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ's next antitrust head will step in and change course in the case before then remains to be seen.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4532":"文艺复兴科技持仓","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","BK4507":"流媒体概念","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484630196","content_text":"Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.The U.S. Department of Justice brought the case during Donald Trump's first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.Ultimately, however, Trump's election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.Once in office, Trump will be able to appoint a new head of the DOJ's antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.Google will have a chance to make its own proposal in December.Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ's next antitrust head will step in and change course in the case before then remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366363510444264,"gmtCreate":1730452634070,"gmtModify":1730452637798,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Continue to short this s.o.b.","listText":"Continue to short this s.o.b.","text":"Continue to short this s.o.b.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366363510444264","repostId":"1188152042","repostType":4,"repost":{"id":"1188152042","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730452458,"share":"https://ttm.financial/m/news/1188152042?lang=&edition=fundamental","pubTime":"2024-11-01 17:14","market":"us","language":"en","title":"Super Micro Computer Falls 5% on Auditor Resignation, Delisting Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1188152042","media":"Tiger Newspress","summary":"Super Micro Stock Continues to Fall 5% Premarket on Auditor Resignation Shares fell 16% on Thursday, building on the previous session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost","content":"<html><head></head><body><p>Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.</p><p>The auditor's resignation has raised significant doubts about SMCI's ability to comply with Nasdaq's listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082bc8702bf2887da47f9a91209f6a18\" title=\"\" tg-width=\"784\" tg-height=\"618\"/></p><p>The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.</p><p>The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.</p><p>Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”</p><p style=\"text-align: start;\">Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”</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>Super Micro Computer Falls 5% on Auditor Resignation, Delisting Risks</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\">\nSuper Micro Computer Falls 5% on Auditor Resignation, Delisting Risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-01 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.</p><p>The auditor's resignation has raised significant doubts about SMCI's ability to comply with Nasdaq's listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082bc8702bf2887da47f9a91209f6a18\" title=\"\" tg-width=\"784\" tg-height=\"618\"/></p><p>The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.</p><p>The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.</p><p>Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”</p><p style=\"text-align: start;\">Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188152042","content_text":"Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.The auditor's resignation has raised significant doubts about SMCI's ability to comply with Nasdaq's listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358526900928712,"gmtCreate":1728539308134,"gmtModify":1728539311946,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And now they have to buy them back.","listText":"And now they have to buy them back.","text":"And now they have to buy them back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358526900928712","repostId":"1105118331","repostType":4,"repost":{"id":"1105118331","kind":"news","pubTimestamp":1728538786,"share":"https://ttm.financial/m/news/1105118331?lang=&edition=fundamental","pubTime":"2024-10-10 13:39","market":"us","language":"en","title":"Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1105118331","media":"Bloomberg","summary":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holida","content":"<html><head></head><body><ul style=\"\"><li><p>Managers sold longs and added to shorts, according to note</p></li><li><p>Traders returned from weeklong holiday to volatile market</p></li></ul><p>Hedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.</p><p style=\"text-align: start;\">“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.</p><p style=\"text-align: start;\">The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d8c68df87eb04ab0fbe9f2288a9ae6d\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.</p><p>Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.</p><p style=\"text-align: start;\">Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.</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>Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says</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\">\nHedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 13:39 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000300.SH":"沪深300","000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105118331","content_text":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358527099351160,"gmtCreate":1728539268611,"gmtModify":1728539272307,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And once they have to buy them back.","listText":"And once they have to buy them back.","text":"And once they have to buy them back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358527099351160","repostId":"1105118331","repostType":4,"repost":{"id":"1105118331","kind":"news","pubTimestamp":1728538786,"share":"https://ttm.financial/m/news/1105118331?lang=&edition=fundamental","pubTime":"2024-10-10 13:39","market":"us","language":"en","title":"Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1105118331","media":"Bloomberg","summary":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holida","content":"<html><head></head><body><ul style=\"\"><li><p>Managers sold longs and added to shorts, according to note</p></li><li><p>Traders returned from weeklong holiday to volatile market</p></li></ul><p>Hedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.</p><p style=\"text-align: start;\">“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.</p><p style=\"text-align: start;\">The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d8c68df87eb04ab0fbe9f2288a9ae6d\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.</p><p>Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.</p><p style=\"text-align: start;\">Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.</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>Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says</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\">\nHedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 13:39 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000300.SH":"沪深300","000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105118331","content_text":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352844674171008,"gmtCreate":1727152825446,"gmtModify":1727154041593,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","listText":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","text":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352844674171008","repostId":"2469016151","repostType":2,"repost":{"id":"2469016151","kind":"highlight","pubTimestamp":1727148417,"share":"https://ttm.financial/m/news/2469016151?lang=&edition=fundamental","pubTime":"2024-09-24 11:26","market":"sg","language":"en","title":"Micron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2469016151","media":"seekingalpha","summary":"Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due toNvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's financ","content":"<html><head></head><body><ul style=\"\"><li><p>Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due to Nvidia's Blackwell chip delays and concerns about cash flow and compressed margins.</p></li><li><p>Despite strong AI demand, Micron's financial pressures and Nvidia's delays create uncertainty, making the upcoming earnings report crucial for the future outlook.</p></li><li><p>In the long term, Micron is poised for growth with AI-driven demand for high-performance memory chips, but near-term risks and cyclical industry concerns remain.</p></li><li><p>Investors should watch for management's qualitative data on Nvidia orders during the earnings call to gauge the impact on Micron's short-term performance.</p></li></ul><h2 id=\"id_2650761663\">Investment Thesis</h2><p><strong>Micron Technology, Inc.</strong> (NASDAQ:MU) shares have fallen 28.26% since my last write-up in early July, driven mainly by investor concerns around cash flow and compressed margins after their last earnings call.</p><p>In their fiscal Q3 earnings call, management revealed that both metrics were under pressure, even as NVIDIA Corporation (NVDA) continued to see massive demand for AI chips. To counter this, Micron's CEO Sanjay Mehrotra clarified that the company remains highly focused on continuing to ramp up their production and improve their yields. While cash flow missed and margins were compressed, this is not the reason I have downgraded from a "buy" to a "hold."</p><p>Micron's growth strategy in a big way revolves around supplying high-bandwidth memory (HBM) products to Nvidia's next-generation Blackwell chips used in AI applications. Management noted on their last earnings call that advanced AI chips (like Blackwell) are a big use case for HBM DRAM architecture.</p><p>The company has already begun mass production of the HBM3E, kicking off earlier this year, which the market anticipates will get featured prominently in Nvidia's H200 GPUs.</p><p>However, Nvidia's delays with their Blackwell chip lineup put a cloud over a big source of future HBM demand. Already, analysts have cut their estimates for server maker Dell Technologies Inc. (DELL) on the back of Blackwell delays. In essence, these delays are real. And the impact is tangible.</p><p>Given this backdrop, I now view Micron shares as a hold rather than a by going into the quarter. I believe the current quarter will be important, since it'll likely determine whether Nvidia's delays and Micron's financial pressures around margins and cash flow will result in further weakness.</p><h2 id=\"id_4240465757\">Why I'm Doing Follow-up Coverage</h2><p>Micron is one of the leading players in the memory and storage industry due to their powerful, bleeding-edge memory products that are key to the future of AI. Their impressive portfolio of solutions around DRAM, NAND flash memory, and more recently, the advanced HBM3E memory used in AI high-performance computing applications means their tech is the foundation for the future of AI.</p><p>The company's collaboration with AI leaders such as Nvidia has offered a lot of confidence to investors, especially when they sold out their entire HBM3E supply for 2024 after Nvidia announced their original production plans.</p><p>Chief Business Officer Sumit Sadana said in an interview in June:</p><blockquote><p>We are very optimistic because after Nvidia, Micron has a bigger exposure to AI growth than perhaps any other semiconductor company</p></blockquote><p>They are more than just a supplier to Nvidia, they are a problem solver as the company is incorporating power-efficient designs into their products to address growing concerns around data center energy consumption (this is a big concern from Nvidia customers).</p><p>As CEO Mehrotra noted at a recent conference:</p><blockquote><p>When we look ahead at 2025, we see HBM consuming around 6% of the industry bits and industry TAM in 2025 greater than $25 billion. So it's an exciting market. Micron is well-positioned with our HBM product. And HBM has -- given the 3:1 trade ratio that is there with HBM, it has the impact on tightening the supply market and providing a ripple effect on pricing for non-HBM market as well. So, we see a healthy demand-supply environment in 2025 and we see a healthy pricing environment in 2025 as well leading to our projection of substantial revenue record and robust profitability in 2025.</p><p>HBM4E that enables us to bring potentially more -- some of the customer logic into the HBM product solution. Keep in mind that HBM solution consists of a stack of eight or 12, as Manish has discussed, memory die and then there is a base die, which is the logic die. And in that base die opportunity with HBM4, 4E kind of solutions where you can bring customer logic into the base die. And that brings memory and logic closer together and that's goodness in terms of driving performance in terms of driving power efficiency.</p><p>So working closely with the customers and we are working on those kinds of solutions right now, and these are -- customization opportunities are with HBM4E. We are working closely in terms of defining the architecture and the features related to this. And absolutely it is an opportunity that gives us customization opportunities, which really brings even greater value to the customers -Mehrotra.</p></blockquote><p>In essence, Nvidia's relationship with Micron is a cornerstone of the future of Micron.</p><p>This is the reason I am doing follow-up coverage. Because when Nvidia faces a delay, Micron gets impacted. We're about to find out how much they've been impacted.</p><h2 id=\"id_7572674\">Q4 Preview</h2><p>As the company approaches their FY Q4 earnings report on Wednesday, September 25th after the bell, Wall Street analysts expect the company to post EPS of $1.11 on revenues of approximately $7.64 billion. Estimates represent 90.49% YoY growth in sales.</p><p>Earnings will be crucial for addressing the concerns I (and other analysts) raised after their Q3 report, when their operating cash flow fell short by 23.5%, coming in at $2.48 billion versus the expected $3.24 billion.</p><p>Despite a jump in revenue (both then and expected now), driven by growing AI demand and a strong partnership with Nvidia, cash flow lagged, driven by a heavy investment cycle.</p><p>Last quarter, they posted a gross margin of 28%, which marked an 8-percentage-point improvement sequentially, driven by better pricing and product mix.</p><p>To be honest, I think there is a chance that analyst estimates are running high this quarter. Over the last 3 months, we've seen 26 upward EPS revisions and 27 upward revenue revisions. That's really bullish, even when one of their main customers is signaling that they're going to be late taking orders for HBM memory chips.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719cef881798fde8612ae17d3566c30c\" tg-width=\"1280\" tg-height=\"214\"/></p><p>EPS Revisions (Seeking Alpha)</p><p></p><p>For this upcoming quarter alone, we've seen 17 upward EPS revisions and 15 upward revenue revisions.</p><h2 id=\"id_774002084\">What I'm Looking For</h2><p>Personally, the delays with Nvidia's Blackwell chips are what the market really should be weighing. As I mentioned, pushing the release of the Blackwell chips into early 2025 is a problem for Nvidia and their suppliers, including Micron. This is the elephant in the room.</p><p>For me, I like it when management is explicit. I'm looking for management on Micron's upcoming earnings call to offer strong qualitative data indicating that orders from Nvidia have not slowed, but have accelerated. Micron is spending big to build out infrastructure for their new memory customers (hence the lower cash flow last quarter). Those customers need to order, take delivery, and pay for their HBM chips.</p><p>For this reason, I am not going to estimate a fair value of Micron's stock going into the quarter (as I have before and after previous earnings calls this year). The Nvidia delay is a big question mark. I am not going to make too many assumptions with a big question overhanging the stock.</p><h2 id=\"id_2192271193\">Bull Thesis</h2><p>To be clear, over the long run, I am really optimistic about Micron. Earnings expectations for Micron over the next three to five years are extremely bullish (and I think rightfully so).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2feb894d1cd522eded03c97152cf4d99\" tg-width=\"1280\" tg-height=\"266\"/></p><p>Forward EPS Estimates (Seeking Alpha)</p><p></p><p>Analysts project significant growth, with EPS estimates jumping from $1.23 in FY 2024 to $12.16 by FY 2026, driven by strong demand for high-performance memory chips used in AI applications (Blackwell revenue will show up at some point).</p><p>Revenues are expected to surge as well, growing from $25.37 billion in 2024 to $44.3 billion by 2026, as a result of their link to the AI megatrend, and the development of AI infrastructures like Nvidia's GPUs.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/221eeecce0dc982a6f20c15700077c1c\" tg-width=\"1280\" tg-height=\"267\"/></p><p>Forward Revenue Estimates (Seeking Alpha)</p><p></p><p>Micron is more than capable of benefiting from the expansion of the AI market, but they still need to execute better than expectations.</p><p>The rise in demand for HBM products has the potential to make the traditionally cyclical memory industry less prone to drastic swings (the stock trades at a low forward P/E to reflect these swings).</p><p>AI applications require a consistent and exponentially growing supply of memory, theoretically creating more stable demand, which could transform the business model for Micron, moving away from the traditional boom-and-bust cycle in memory supply.</p><p>However, investors who have held Micron stock for the last five years have experienced these cycles firsthand (and the promise of multiple boom-bust cycles before this one).</p><p>While the long-term outlook for AI demand could smooth out these cycles, there is a risk that current expectations are overly optimistic. Investors could be getting ahead of themselves by pricing in this long-term AI demand too early, really, given the uncertainty surrounding near-term order volumes from Nvidia. This is why I have downgraded my view to a hold. Great stories get ahead of themselves all the time. For investors, timing here is a big deal.</p><h2 id=\"id_844889917\">Takeaway</h2><p>Nvidia's Blackwell chip delays really emphasize the risks surrounding Micron's short-term outlook. Nvidia is one of Micron's largest AI customers, and I am not sure the market is pricing in all the concerns surrounding potential order slowdowns from Nvidia. These concerns need to be addressed during the upcoming earnings call by management, since Nvidia is a big part of the bull thesis.</p><p>If Micron provides strong qualitative data indicating that orders have not decreased but are instead accelerating, this could definitely calm down investor fears (including mine). Currently, Micron's shares remain below their all-time highs, and I'm sure management would like to see a return to the mid-$150 range.</p><p>Over the long run, I believe AI demand is expected to smooth out the typical cyclical nature of the memory chip business, but near-term risks remain. At this point, Micron Technology, Inc.'s valuation feels uncertain to me, and predicting the fair value of shares before more clarity on these orders is challenging. For now, I believe shares are a hold. I am willing to move back to a "buy" or a "strong buy" if we see the company outperform.</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>Micron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)</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\">\nMicron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-24 11:26 GMT+8 <a href=https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due to Nvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2469016151","content_text":"Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due to Nvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's financial pressures and Nvidia's delays create uncertainty, making the upcoming earnings report crucial for the future outlook.In the long term, Micron is poised for growth with AI-driven demand for high-performance memory chips, but near-term risks and cyclical industry concerns remain.Investors should watch for management's qualitative data on Nvidia orders during the earnings call to gauge the impact on Micron's short-term performance.Investment ThesisMicron Technology, Inc. (NASDAQ:MU) shares have fallen 28.26% since my last write-up in early July, driven mainly by investor concerns around cash flow and compressed margins after their last earnings call.In their fiscal Q3 earnings call, management revealed that both metrics were under pressure, even as NVIDIA Corporation (NVDA) continued to see massive demand for AI chips. To counter this, Micron's CEO Sanjay Mehrotra clarified that the company remains highly focused on continuing to ramp up their production and improve their yields. While cash flow missed and margins were compressed, this is not the reason I have downgraded from a \"buy\" to a \"hold.\"Micron's growth strategy in a big way revolves around supplying high-bandwidth memory (HBM) products to Nvidia's next-generation Blackwell chips used in AI applications. Management noted on their last earnings call that advanced AI chips (like Blackwell) are a big use case for HBM DRAM architecture.The company has already begun mass production of the HBM3E, kicking off earlier this year, which the market anticipates will get featured prominently in Nvidia's H200 GPUs.However, Nvidia's delays with their Blackwell chip lineup put a cloud over a big source of future HBM demand. Already, analysts have cut their estimates for server maker Dell Technologies Inc. (DELL) on the back of Blackwell delays. In essence, these delays are real. And the impact is tangible.Given this backdrop, I now view Micron shares as a hold rather than a by going into the quarter. I believe the current quarter will be important, since it'll likely determine whether Nvidia's delays and Micron's financial pressures around margins and cash flow will result in further weakness.Why I'm Doing Follow-up CoverageMicron is one of the leading players in the memory and storage industry due to their powerful, bleeding-edge memory products that are key to the future of AI. Their impressive portfolio of solutions around DRAM, NAND flash memory, and more recently, the advanced HBM3E memory used in AI high-performance computing applications means their tech is the foundation for the future of AI.The company's collaboration with AI leaders such as Nvidia has offered a lot of confidence to investors, especially when they sold out their entire HBM3E supply for 2024 after Nvidia announced their original production plans.Chief Business Officer Sumit Sadana said in an interview in June:We are very optimistic because after Nvidia, Micron has a bigger exposure to AI growth than perhaps any other semiconductor companyThey are more than just a supplier to Nvidia, they are a problem solver as the company is incorporating power-efficient designs into their products to address growing concerns around data center energy consumption (this is a big concern from Nvidia customers).As CEO Mehrotra noted at a recent conference:When we look ahead at 2025, we see HBM consuming around 6% of the industry bits and industry TAM in 2025 greater than $25 billion. So it's an exciting market. Micron is well-positioned with our HBM product. And HBM has -- given the 3:1 trade ratio that is there with HBM, it has the impact on tightening the supply market and providing a ripple effect on pricing for non-HBM market as well. So, we see a healthy demand-supply environment in 2025 and we see a healthy pricing environment in 2025 as well leading to our projection of substantial revenue record and robust profitability in 2025.HBM4E that enables us to bring potentially more -- some of the customer logic into the HBM product solution. Keep in mind that HBM solution consists of a stack of eight or 12, as Manish has discussed, memory die and then there is a base die, which is the logic die. And in that base die opportunity with HBM4, 4E kind of solutions where you can bring customer logic into the base die. And that brings memory and logic closer together and that's goodness in terms of driving performance in terms of driving power efficiency.So working closely with the customers and we are working on those kinds of solutions right now, and these are -- customization opportunities are with HBM4E. We are working closely in terms of defining the architecture and the features related to this. And absolutely it is an opportunity that gives us customization opportunities, which really brings even greater value to the customers -Mehrotra.In essence, Nvidia's relationship with Micron is a cornerstone of the future of Micron.This is the reason I am doing follow-up coverage. Because when Nvidia faces a delay, Micron gets impacted. We're about to find out how much they've been impacted.Q4 PreviewAs the company approaches their FY Q4 earnings report on Wednesday, September 25th after the bell, Wall Street analysts expect the company to post EPS of $1.11 on revenues of approximately $7.64 billion. Estimates represent 90.49% YoY growth in sales.Earnings will be crucial for addressing the concerns I (and other analysts) raised after their Q3 report, when their operating cash flow fell short by 23.5%, coming in at $2.48 billion versus the expected $3.24 billion.Despite a jump in revenue (both then and expected now), driven by growing AI demand and a strong partnership with Nvidia, cash flow lagged, driven by a heavy investment cycle.Last quarter, they posted a gross margin of 28%, which marked an 8-percentage-point improvement sequentially, driven by better pricing and product mix.To be honest, I think there is a chance that analyst estimates are running high this quarter. Over the last 3 months, we've seen 26 upward EPS revisions and 27 upward revenue revisions. That's really bullish, even when one of their main customers is signaling that they're going to be late taking orders for HBM memory chips.EPS Revisions (Seeking Alpha)For this upcoming quarter alone, we've seen 17 upward EPS revisions and 15 upward revenue revisions.What I'm Looking ForPersonally, the delays with Nvidia's Blackwell chips are what the market really should be weighing. As I mentioned, pushing the release of the Blackwell chips into early 2025 is a problem for Nvidia and their suppliers, including Micron. This is the elephant in the room.For me, I like it when management is explicit. I'm looking for management on Micron's upcoming earnings call to offer strong qualitative data indicating that orders from Nvidia have not slowed, but have accelerated. Micron is spending big to build out infrastructure for their new memory customers (hence the lower cash flow last quarter). Those customers need to order, take delivery, and pay for their HBM chips.For this reason, I am not going to estimate a fair value of Micron's stock going into the quarter (as I have before and after previous earnings calls this year). The Nvidia delay is a big question mark. I am not going to make too many assumptions with a big question overhanging the stock.Bull ThesisTo be clear, over the long run, I am really optimistic about Micron. Earnings expectations for Micron over the next three to five years are extremely bullish (and I think rightfully so).Forward EPS Estimates (Seeking Alpha)Analysts project significant growth, with EPS estimates jumping from $1.23 in FY 2024 to $12.16 by FY 2026, driven by strong demand for high-performance memory chips used in AI applications (Blackwell revenue will show up at some point).Revenues are expected to surge as well, growing from $25.37 billion in 2024 to $44.3 billion by 2026, as a result of their link to the AI megatrend, and the development of AI infrastructures like Nvidia's GPUs.Forward Revenue Estimates (Seeking Alpha)Micron is more than capable of benefiting from the expansion of the AI market, but they still need to execute better than expectations.The rise in demand for HBM products has the potential to make the traditionally cyclical memory industry less prone to drastic swings (the stock trades at a low forward P/E to reflect these swings).AI applications require a consistent and exponentially growing supply of memory, theoretically creating more stable demand, which could transform the business model for Micron, moving away from the traditional boom-and-bust cycle in memory supply.However, investors who have held Micron stock for the last five years have experienced these cycles firsthand (and the promise of multiple boom-bust cycles before this one).While the long-term outlook for AI demand could smooth out these cycles, there is a risk that current expectations are overly optimistic. Investors could be getting ahead of themselves by pricing in this long-term AI demand too early, really, given the uncertainty surrounding near-term order volumes from Nvidia. This is why I have downgraded my view to a hold. Great stories get ahead of themselves all the time. For investors, timing here is a big deal.TakeawayNvidia's Blackwell chip delays really emphasize the risks surrounding Micron's short-term outlook. Nvidia is one of Micron's largest AI customers, and I am not sure the market is pricing in all the concerns surrounding potential order slowdowns from Nvidia. These concerns need to be addressed during the upcoming earnings call by management, since Nvidia is a big part of the bull thesis.If Micron provides strong qualitative data indicating that orders have not decreased but are instead accelerating, this could definitely calm down investor fears (including mine). Currently, Micron's shares remain below their all-time highs, and I'm sure management would like to see a return to the mid-$150 range.Over the long run, I believe AI demand is expected to smooth out the typical cyclical nature of the memory chip business, but near-term risks remain. At this point, Micron Technology, Inc.'s valuation feels uncertain to me, and predicting the fair value of shares before more clarity on these orders is challenging. For now, I believe shares are a hold. I am willing to move back to a \"buy\" or a \"strong buy\" if we see the company outperform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348877243662488,"gmtCreate":1726193571231,"gmtModify":1726193574932,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Watch what does, not hear what he says.","listText":"Watch what does, not hear what he says.","text":"Watch what does, not hear what he says.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348877243662488","repostId":"1196546051","repostType":4,"repost":{"id":"1196546051","kind":"news","pubTimestamp":1726192800,"share":"https://ttm.financial/m/news/1196546051?lang=&edition=fundamental","pubTime":"2024-09-13 10:00","market":"us","language":"en","title":"Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1196546051","media":"Investing.com","summary":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The t","content":"<html><head></head><body><p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.</p><p>The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b32be7161aecbc0b2aba2891a48935c\" tg-width=\"1891\" tg-height=\"3567\"/></p><p>While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.</p><p>As a result of these sales, Jen-Hsun Huang's direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.</p><p>Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company's future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive's real-time perspective on the company's outlook.</p><p>Nvidia's stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.</p><p>In other recent news, Nvidia's shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company's strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company's CEO, Mr. Huang, emphasized Nvidia's competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.</p><p>In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.</p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company 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\">\nNvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 10:00 GMT+8 <a href=https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The ...</p>\n\n<a href=\"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196546051","content_text":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.As a result of these sales, Jen-Hsun Huang's direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company's future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive's real-time perspective on the company's outlook.Nvidia's stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.In other recent news, Nvidia's shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company's strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company's CEO, Mr. Huang, emphasized Nvidia's competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276786852790456,"gmtCreate":1708601027041,"gmtModify":1708608305167,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> ","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> ","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[{"img":"https://community-static.tradeup.com/news/705837e7176b91f04646f4c8a65d28bc","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276786852790456","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378462395642184,"gmtCreate":1733440827940,"gmtModify":1733440831659,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"BRK sold this too early.","listText":"BRK sold this too early.","text":"BRK sold this too early.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378462395642184","repostId":"2489116984","repostType":4,"repost":{"id":"2489116984","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1733440200,"share":"https://ttm.financial/m/news/2489116984?lang=&edition=fundamental","pubTime":"2024-12-06 07:10","market":"us","language":"en","title":"Ulta Beauty Raises Annual Profit Forecast, Shares Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2489116984","media":"Reuters","summary":"Dec 5 (Reuters) - Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season and sending","content":"<html><head></head><body><p>Dec 5 (Reuters) - Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season and sending its shares up more than 12% in aftermarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdb08c4468dceaa9c01197cb5e8fe79e\" tg-width=\"539\" tg-height=\"158\"/></p><p>The company has seen strong engagement from younger shoppers who are on the look out for both mass products and prestige brands such as Elf Beauty and Clinique by Estee Lauder, respectively, for the holidays.</p><p>It also rolled out early deals in November and offered steep promotions during Black Friday.</p><p>The retailer, which sells perfumes and makeup, also slightly nudged the lower end of its annual sales forecast.</p><p>The company now expects annual sales to be between $11.1 billion and $11.20 billion, compared with its prior expectation of $11 billion to $11.20 billion.</p><p>Ulta expects annual profit per share to be between $23.20 and $23.75, up from its prior expectation of $22.60 to $23.50.</p><p>Ulta's strong results come at a time when beauty giants Estee Lauder and L'Oreal have flagged waning demand in the United States for their premium beauty products and upmarket lipsticks and perfumes.</p><p>Visits to Ulta's stores dipped in September from a year ago but quickly bounced back in October, which saw a 4.5% jump compared with a year earlier, bolstered by Halloween offerings and seasonal sales according to data from Placer.ai.</p><p>Quarterly net sales rose 1.7% to $2.53 billion, helped by contribution from new stores, beating analysts' estimates of $2.50 billion, according to data compiled by LSEG.</p><p>During the third quarter ending Nov. 2, Ulta opened 28 new stores, remodeled 27 stores, and closed two stores. It operated 1,437 stores, at the end of quarter.</p><p>It posted a profit of $5.14 per share for the quarter, compared to estimates of $4.54 per share.</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>Ulta Beauty Raises Annual Profit Forecast, Shares Jump</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\">\nUlta Beauty Raises Annual Profit Forecast, Shares Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-06 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 5 (Reuters) - Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season and sending its shares up more than 12% in aftermarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdb08c4468dceaa9c01197cb5e8fe79e\" tg-width=\"539\" tg-height=\"158\"/></p><p>The company has seen strong engagement from younger shoppers who are on the look out for both mass products and prestige brands such as Elf Beauty and Clinique by Estee Lauder, respectively, for the holidays.</p><p>It also rolled out early deals in November and offered steep promotions during Black Friday.</p><p>The retailer, which sells perfumes and makeup, also slightly nudged the lower end of its annual sales forecast.</p><p>The company now expects annual sales to be between $11.1 billion and $11.20 billion, compared with its prior expectation of $11 billion to $11.20 billion.</p><p>Ulta expects annual profit per share to be between $23.20 and $23.75, up from its prior expectation of $22.60 to $23.50.</p><p>Ulta's strong results come at a time when beauty giants Estee Lauder and L'Oreal have flagged waning demand in the United States for their premium beauty products and upmarket lipsticks and perfumes.</p><p>Visits to Ulta's stores dipped in September from a year ago but quickly bounced back in October, which saw a 4.5% jump compared with a year earlier, bolstered by Halloween offerings and seasonal sales according to data from Placer.ai.</p><p>Quarterly net sales rose 1.7% to $2.53 billion, helped by contribution from new stores, beating analysts' estimates of $2.50 billion, according to data compiled by LSEG.</p><p>During the third quarter ending Nov. 2, Ulta opened 28 new stores, remodeled 27 stores, and closed two stores. It operated 1,437 stores, at the end of quarter.</p><p>It posted a profit of $5.14 per share for the quarter, compared to estimates of $4.54 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0566484027.USD":"安本美国小盘成长股","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","BK4558":"双十一","BK4588":"碎股","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","ULTA":"Ulta美容","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","BK4504":"桥水持仓","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","BK4183":"个人用品","BK4200":"专卖店","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4548":"巴美列捷福持仓","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241205:nL3N3N61JD:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2489116984","content_text":"Dec 5 (Reuters) - Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season and sending its shares up more than 12% in aftermarket trading.The company has seen strong engagement from younger shoppers who are on the look out for both mass products and prestige brands such as Elf Beauty and Clinique by Estee Lauder, respectively, for the holidays.It also rolled out early deals in November and offered steep promotions during Black Friday.The retailer, which sells perfumes and makeup, also slightly nudged the lower end of its annual sales forecast.The company now expects annual sales to be between $11.1 billion and $11.20 billion, compared with its prior expectation of $11 billion to $11.20 billion.Ulta expects annual profit per share to be between $23.20 and $23.75, up from its prior expectation of $22.60 to $23.50.Ulta's strong results come at a time when beauty giants Estee Lauder and L'Oreal have flagged waning demand in the United States for their premium beauty products and upmarket lipsticks and perfumes.Visits to Ulta's stores dipped in September from a year ago but quickly bounced back in October, which saw a 4.5% jump compared with a year earlier, bolstered by Halloween offerings and seasonal sales according to data from Placer.ai.Quarterly net sales rose 1.7% to $2.53 billion, helped by contribution from new stores, beating analysts' estimates of $2.50 billion, according to data compiled by LSEG.During the third quarter ending Nov. 2, Ulta opened 28 new stores, remodeled 27 stores, and closed two stores. It operated 1,437 stores, at the end of quarter.It posted a profit of $5.14 per share for the quarter, compared to estimates of $4.54 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378462190813456,"gmtCreate":1733440773598,"gmtModify":1733440777220,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ULTA\">$ulta beauty(ULTA)$ </a><v-v data-views=\"1\"></v-v> BRK sold their shares too early.","listText":"<a href=\"https://ttm.financial/S/ULTA\">$ulta beauty(ULTA)$ </a><v-v data-views=\"1\"></v-v> BRK sold their shares too early.","text":"$ulta beauty(ULTA)$ BRK sold their shares too early.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378462190813456","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378506266722360,"gmtCreate":1733436557486,"gmtModify":1733436561762,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And yet Buffet sold most of the shares before the results.","listText":"And yet Buffet sold most of the shares before the results.","text":"And yet Buffet sold most of the shares before the results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378506266722360","repostId":"2489411661","repostType":2,"repost":{"id":"2489411661","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1733436079,"share":"https://ttm.financial/m/news/2489411661?lang=&edition=fundamental","pubTime":"2024-12-06 06:01","market":"us","language":"en","title":"Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary","url":"https://stock-news.laohu8.com/highlight/detail?id=2489411661","media":"Reuters","summary":"Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings SummaryUlta Beauty Inc ULTA.OQ reported quarterly adjusted earnings of $5.14 per share for the quarter ended October 31, hig","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary</title></head><body><ul><li><p>Ulta Beauty Inc <span>ULTA.OQ</span> reported quarterly adjusted earnings of $5.14 per share for the quarter ended October 31, higher than the same quarter last year, when the company reported EPS of $5.07. The mean expectation of twenty seven analysts for the quarter was for earnings of $4.54 per share. Wall Street expected results to range from $4.13 to $4.99 per share.</p></li><li><p>Revenue rose 1.7% to $2.53 billion from a year ago; analysts expected $2.50 billion. </p></li><li><p>Ulta Beauty Inc's reported EPS for the quarter was $5.14.</p></li><li><p>The company reported quarterly net income of $242.18 million.</p></li><li><p>Ulta Beauty Inc shares had risen by 2.7% this quarter and lost 18.4% so far this year.</p></li></ul><p>FORECAST CHANGES</p><ul><li><p>The mean earnings estimate of analysts had fallen by about 0.8% in the last three months. </p></li><li><p>In the last 30 days, two analysts negatively revised earnings estimates</p></li></ul><p>RECOMMENDATIONS</p><ul><li><p>The current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 13 \"strong buy\" or \"buy,\" 16 \"hold\" and 2 \"sell\" or \"strong sell.\" </p></li><li><p>The average consensus recommendation for the miscellaneous specialty retailers peer group is also \"hold\"</p></li></ul><p>Wall Street's median 12-month price target for Ulta Beauty Inc is $400.00 </p><p>This summary was machine generated from LSEG data December 5 at 10:00 p.m. UTC. All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com)</p><table><tbody><tr><td><p>QUARTER ENDING</p></td><td><p>ESTIMATE </p></td><td><p>ACTUAL</p></td><td><p>BEAT, MET, MISSED</p></td></tr><tr><td><p>Oct. 31 2024 </p></td><td><p>4.54</p></td><td><p>5.14</p></td><td><p>Beat</p></td></tr><tr><td><p>Jul. 31 2024 </p></td><td><p>5.46</p></td><td><p>5.30</p></td><td><p>Missed</p></td></tr><tr><td><p>Apr. 30 2024 </p></td><td><p>6.24</p></td><td><p>6.47</p></td><td><p>Beat</p></td></tr><tr><td><p>Jan. 31 2024 </p></td><td><p>7.53</p></td><td><p>8.08</p></td><td><p>Beat</p></td></tr></tbody></table></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>Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary</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\">\nUlta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-06 06:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings Summary</title></head><body><ul><li><p>Ulta Beauty Inc <span>ULTA.OQ</span> reported quarterly adjusted earnings of $5.14 per share for the quarter ended October 31, higher than the same quarter last year, when the company reported EPS of $5.07. The mean expectation of twenty seven analysts for the quarter was for earnings of $4.54 per share. Wall Street expected results to range from $4.13 to $4.99 per share.</p></li><li><p>Revenue rose 1.7% to $2.53 billion from a year ago; analysts expected $2.50 billion. </p></li><li><p>Ulta Beauty Inc's reported EPS for the quarter was $5.14.</p></li><li><p>The company reported quarterly net income of $242.18 million.</p></li><li><p>Ulta Beauty Inc shares had risen by 2.7% this quarter and lost 18.4% so far this year.</p></li></ul><p>FORECAST CHANGES</p><ul><li><p>The mean earnings estimate of analysts had fallen by about 0.8% in the last three months. </p></li><li><p>In the last 30 days, two analysts negatively revised earnings estimates</p></li></ul><p>RECOMMENDATIONS</p><ul><li><p>The current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 13 \"strong buy\" or \"buy,\" 16 \"hold\" and 2 \"sell\" or \"strong sell.\" </p></li><li><p>The average consensus recommendation for the miscellaneous specialty retailers peer group is also \"hold\"</p></li></ul><p>Wall Street's median 12-month price target for Ulta Beauty Inc is $400.00 </p><p>This summary was machine generated from LSEG data December 5 at 10:00 p.m. UTC. All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com)</p><table><tbody><tr><td><p>QUARTER ENDING</p></td><td><p>ESTIMATE </p></td><td><p>ACTUAL</p></td><td><p>BEAT, MET, MISSED</p></td></tr><tr><td><p>Oct. 31 2024 </p></td><td><p>4.54</p></td><td><p>5.14</p></td><td><p>Beat</p></td></tr><tr><td><p>Jul. 31 2024 </p></td><td><p>5.46</p></td><td><p>5.30</p></td><td><p>Missed</p></td></tr><tr><td><p>Apr. 30 2024 </p></td><td><p>6.24</p></td><td><p>6.47</p></td><td><p>Beat</p></td></tr><tr><td><p>Jan. 31 2024 </p></td><td><p>7.53</p></td><td><p>8.08</p></td><td><p>Beat</p></td></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ULTA":"Ulta美容"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241205:nL5N3N6218:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2489411661","content_text":"Ulta Beauty Inc reports results for the quarter ended October 31 - Earnings SummaryUlta Beauty Inc ULTA.OQ reported quarterly adjusted earnings of $5.14 per share for the quarter ended October 31, higher than the same quarter last year, when the company reported EPS of $5.07. The mean expectation of twenty seven analysts for the quarter was for earnings of $4.54 per share. Wall Street expected results to range from $4.13 to $4.99 per share.Revenue rose 1.7% to $2.53 billion from a year ago; analysts expected $2.50 billion. Ulta Beauty Inc's reported EPS for the quarter was $5.14.The company reported quarterly net income of $242.18 million.Ulta Beauty Inc shares had risen by 2.7% this quarter and lost 18.4% so far this year.FORECAST CHANGESThe mean earnings estimate of analysts had fallen by about 0.8% in the last three months. In the last 30 days, two analysts negatively revised earnings estimatesRECOMMENDATIONSThe current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 13 \"strong buy\" or \"buy,\" 16 \"hold\" and 2 \"sell\" or \"strong sell.\" The average consensus recommendation for the miscellaneous specialty retailers peer group is also \"hold\"Wall Street's median 12-month price target for Ulta Beauty Inc is $400.00 This summary was machine generated from LSEG data December 5 at 10:00 p.m. UTC. All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com)QUARTER ENDINGESTIMATE ACTUALBEAT, MET, MISSEDOct. 31 2024 4.545.14BeatJul. 31 2024 5.465.30MissedApr. 30 2024 6.246.47BeatJan. 31 2024 7.538.08Beat","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357816200073240,"gmtCreate":1728377891243,"gmtModify":1728377894833,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"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/357816200073240","repostId":"2473410890","repostType":4,"repost":{"id":"2473410890","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1728377441,"share":"https://ttm.financial/m/news/2473410890?lang=&edition=fundamental","pubTime":"2024-10-08 16:50","market":"hk","language":"en","title":"China's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures","url":"https://stock-news.laohu8.com/highlight/detail?id=2473410890","media":"Dow Jones","summary":"'The outcome represents a setback for those anticipating additional swift action from Beijing,' say UBS analysts. Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group , which lost 23%.However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had \"full confidence\" the economy would reach its official full-year growth ","content":"<html><head></head><body><p>Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.</p><p>The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.</p><p>The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland's stock barometer up 30% over the past month.</p><p>Hong Kong's Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.</p><p>However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.</p><p>In premarket trade, casino stocks including Las Vegas Sands <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> and Wynn Resorts <a href=\"https://laohu8.com/S/WYNN\">$(WYNN)$</a> tumbled. U.S.-listed shares of Alibaba <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> tumbled 9% and JD.com stock <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> dropped 12%.</p><p>Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China's government that are designed to revive the world's second biggest economy and lift its stock market.</p><p>These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank's capital requirements to boost lending, and funds to allow companies to buy back their own shares.</p><p>Investors had been hoping that the National Development and Reform Commission, China's state economic planning body, would outline more stimulus measures at a briefing on Tuesday.</p><p>However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had "full confidence" the economy would reach its official full-year growth target of about 5%.</p><p>"The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing," said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.</p><p>UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.</p><p>"We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a 'not trust but verify' approach, evaluating Beijing's commitment on reflation," said Morgan Stanley's China economics team led by Robin Xing.</p><p>Concerns that China's stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.</p><p>Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, "on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden."</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>China's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures</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\">\nChina's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures\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\">2024-10-08 16:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.</p><p>The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.</p><p>The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland's stock barometer up 30% over the past month.</p><p>Hong Kong's Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.</p><p>However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.</p><p>In premarket trade, casino stocks including Las Vegas Sands <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> and Wynn Resorts <a href=\"https://laohu8.com/S/WYNN\">$(WYNN)$</a> tumbled. U.S.-listed shares of Alibaba <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> tumbled 9% and JD.com stock <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> dropped 12%.</p><p>Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China's government that are designed to revive the world's second biggest economy and lift its stock market.</p><p>These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank's capital requirements to boost lending, and funds to allow companies to buy back their own shares.</p><p>Investors had been hoping that the National Development and Reform Commission, China's state economic planning body, would outline more stimulus measures at a briefing on Tuesday.</p><p>However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had "full confidence" the economy would reach its official full-year growth target of about 5%.</p><p>"The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing," said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.</p><p>UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.</p><p>"We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a 'not trust but verify' approach, evaluating Beijing's commitment on reflation," said Morgan Stanley's China economics team led by Robin Xing.</p><p>Concerns that China's stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.</p><p>Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, "on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4150":"赌场与赌博","BK4535":"淡马锡持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4220":"综合零售","BABA":"阿里巴巴","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4579":"人工智能","FXI":"中国大盘股ETF-iShares","BK4526":"热门中概股","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","BK4503":"景林资产持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","09618":"京东集团-SW","BK4122":"互联网与直销零售","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4551":"寇图资本持仓","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","YINN":"三倍做多富时中国ETF-Direxion","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4504":"桥水持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","KWEB":"中国海外互联网ETF-KraneShares","BK4565":"NFT概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","09988":"阿里巴巴-W","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0106831901.USD":"贝莱德世界金融基金A2","JD":"京东","BK4554":"元宇宙及AR概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4531":"中概回港概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4585":"ETF&股票定投概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473410890","content_text":"Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland's stock barometer up 30% over the past month.Hong Kong's Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.In premarket trade, casino stocks including Las Vegas Sands $(LVS)$ and Wynn Resorts $(WYNN)$ tumbled. U.S.-listed shares of Alibaba $(BABA)$ tumbled 9% and JD.com stock $(JD)$ dropped 12%.Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China's government that are designed to revive the world's second biggest economy and lift its stock market.These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank's capital requirements to boost lending, and funds to allow companies to buy back their own shares.Investors had been hoping that the National Development and Reform Commission, China's state economic planning body, would outline more stimulus measures at a briefing on Tuesday.However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had \"full confidence\" the economy would reach its official full-year growth target of about 5%.\"The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing,\" said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.\"We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a 'not trust but verify' approach, evaluating Beijing's commitment on reflation,\" said Morgan Stanley's China economics team led by Robin Xing.Concerns that China's stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, \"on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}