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- Ago7200Ago7200
  ·2021-07-02
  Hmm…
  GRAPHIC-COVID Delta variant worries bubble to the surface in some asset prices
  By Saqib Iqbal Ahmed NEW YORK, July 2 (Reuters) - Worries over the spread of the Delta coronavirus
  GRAPHIC-COVID Delta variant worries bubble to the surface in some asset prices
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- Ago7200Ago7200
  ·2021-07-02
  [Strong]
  Apple, Intel become first to adopt TSMC's latest chip tech - Nikkei
  July 2 (Reuters) - Apple Inc and Intel Corp will be the first adopters of Taiwan Semiconductor Manuf
  Apple, Intel become first to adopt TSMC's latest chip tech - Nikkei
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- Ago7200Ago7200
  ·2021-06-26
  Apple //@MonaMaMa:Apple
  Better Buy: Apple or All 30 Dow Jones Stocks?
  Investors should apply a bit of mass psychology here, recognizing a couple of unusual nuances have set the stage for a surprising outcome.
  Better Buy: Apple or All 30 Dow Jones Stocks?
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The Dow Jones U.S. Travel &amp; Leisure Index    fell 3.35% in June, compared with a 2.2% gain for the S&amp;P 500 Index</p><p> .</p><p>   Oil prices, which were hammered in the wake of the pandemic, rose about 10% in June, however.</p><p>  CURRENCIES</p><p>  Worries over the Delta variant are weighing on the currencies of countries where it is spreading quickly, including the Australian dollar and British pound. </p><p>   The moves have contributed to a rally in the U.S. dollar that was sparked by the Federal Reserve’s hawkish shift and saw the U.S. currency gain 2.7% against a basket of peers in June.</p><p>   \"Early on I think the risks of the Delta variant were most apparent in British pound,\" said John Doyle, vice president of dealing and trading at FX payments firm Tempus Inc.</p><p>   \"Now I think it is most apparent in the Oceanic currencies that are generally tied to Asian risk sentiment.\"</p><p>   TREASURIES</p><p>   Some investors have piled into Treasuries in recent weeks, fueled by expectations that U.S. growth may be peaking and the Fed will be less tolerant of rising consumer prices. Some investors believe fresh uncertainty over Covid-19 may be accelerating the move in yields on U.S. government bonds, which are among the world’s most popular haven assets.</p><p>   \"The fear that incremental lockdowns could reappear has recently been a factor\" in Treasury positioning, wrote Arnim Holzer, strategist with EAB Investment Group, in a note on Wednesday. </p><p>   \"Multi-asset and safety seeking does look to be gaining a bit of interest with U.S. Treasury and dollar strength,\" Holzer said.</p><p>   GROWTH VS VALUE</p><p>   So-called value stocks - companies that trade at low multiples to book value and tend to be more sensitive to economic cycles - ripped higher earlier this year on expectations of an economic rebound but have stumbled lately. </p><p>   Meanwhile, shares of growth names, including stay-at-home bets like Amazon.com   , Netflix   , and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications    and ETSY Inc   , have risen.</p><p>   JP Morgan's Marko Kolanovic believes the shift resembles <a href=\"https://laohu8.com/S/AONE\">one</a> that took place in February, when investors briefly grew defensive on worries over the Alpha variant, only to sell bonds and pile back into value stocks when the threat had passed.</p><p>   \"We expect this to repeat now as investors assess the so-called Delta variant,\" Kolanovic said.</p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC: U.S. travel and leisure stocks dip     GRAPHIC: FX performance     GRAPHIC: Paring gains     GRAPHIC: Growth narrows gap with value    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Reporting by Saqib Iqbal Ahmed; Editing by Ira Iosebashvili and Stephen Coates)</p><p>((saqib.ahmed@thomsonreuters.com; @SaqibReports; +1 646 223 6054; Reuters Messaging: saqib.ahmed.thomsonreuters.com@reuters.net))</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>GRAPHIC-COVID Delta variant worries bubble to the surface in some asset prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGRAPHIC-COVID Delta variant worries bubble to the surface in some asset prices\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\">2021-07-02 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Saqib Iqbal Ahmed</p><p>   NEW YORK, July 2 (Reuters) - Worries over the spread of the Delta coronavirus variant are emerging in various corners of global financial markets, even as U.S. stocks hover near record highs. </p><p>   The Delta variant is now present in over 90 countries and has become the most prevalent variant among new COVID-19 cases in the United States, according to California-based genomics company Helix.     </p><p>   So far, however, it is hard to tell how much the new strain will disrupt the global growth rebound that has helped power risk assets higher in recent months.</p><p>   Here are some assets where concerns over the Delta variant may be moving the needle.</p><p>   TRAVEL AND LEISURE STOCKS</p><p>   Southwest Airlines   , American Airlines   , Delta</p><p>  and Carnival Corp    made the list of the 25 worst performing stocks over the last 1 month, a Reuters analysis showed. The Dow Jones U.S. Travel &amp; Leisure Index    fell 3.35% in June, compared with a 2.2% gain for the S&amp;P 500 Index</p><p> .</p><p>   Oil prices, which were hammered in the wake of the pandemic, rose about 10% in June, however.</p><p>  CURRENCIES</p><p>  Worries over the Delta variant are weighing on the currencies of countries where it is spreading quickly, including the Australian dollar and British pound. </p><p>   The moves have contributed to a rally in the U.S. dollar that was sparked by the Federal Reserve’s hawkish shift and saw the U.S. currency gain 2.7% against a basket of peers in June.</p><p>   \"Early on I think the risks of the Delta variant were most apparent in British pound,\" said John Doyle, vice president of dealing and trading at FX payments firm Tempus Inc.</p><p>   \"Now I think it is most apparent in the Oceanic currencies that are generally tied to Asian risk sentiment.\"</p><p>   TREASURIES</p><p>   Some investors have piled into Treasuries in recent weeks, fueled by expectations that U.S. growth may be peaking and the Fed will be less tolerant of rising consumer prices. Some investors believe fresh uncertainty over Covid-19 may be accelerating the move in yields on U.S. government bonds, which are among the world’s most popular haven assets.</p><p>   \"The fear that incremental lockdowns could reappear has recently been a factor\" in Treasury positioning, wrote Arnim Holzer, strategist with EAB Investment Group, in a note on Wednesday. </p><p>   \"Multi-asset and safety seeking does look to be gaining a bit of interest with U.S. Treasury and dollar strength,\" Holzer said.</p><p>   GROWTH VS VALUE</p><p>   So-called value stocks - companies that trade at low multiples to book value and tend to be more sensitive to economic cycles - ripped higher earlier this year on expectations of an economic rebound but have stumbled lately. </p><p>   Meanwhile, shares of growth names, including stay-at-home bets like Amazon.com   , Netflix   , and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications    and ETSY Inc   , have risen.</p><p>   JP Morgan's Marko Kolanovic believes the shift resembles <a href=\"https://laohu8.com/S/AONE\">one</a> that took place in February, when investors briefly grew defensive on worries over the Alpha variant, only to sell bonds and pile back into value stocks when the threat had passed.</p><p>   \"We expect this to repeat now as investors assess the so-called Delta variant,\" Kolanovic said.</p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC: U.S. travel and leisure stocks dip     GRAPHIC: FX performance     GRAPHIC: Paring gains     GRAPHIC: Growth narrows gap with value    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Reporting by Saqib Iqbal Ahmed; Editing by Ira Iosebashvili and Stephen Coates)</p><p>((saqib.ahmed@thomsonreuters.com; @SaqibReports; +1 646 223 6054; Reuters Messaging: saqib.ahmed.thomsonreuters.com@reuters.net))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","FXA":"澳元ETF-CurrencyShares","QNETCN":"纳斯达克中美互联网老虎指数","FXB":"英镑ETF-CurrencyShares","DAL":"达美航空","AAL":"美国航空","ZM":"Zoom","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","AMZN":"亚马逊","03086":"华夏纳指","NFLX":"奈飞",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","09086":"华夏纳指-U","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF","LUV":"西南航空","CCL":"嘉年华邮轮"},"source_url":"http://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":"2148875949","content_text":"By Saqib Iqbal Ahmed   NEW YORK, July 2 (Reuters) - Worries over the spread of the Delta coronavirus variant are emerging in various corners of global financial markets, even as U.S. stocks hover near record highs.    The Delta variant is now present in over 90 countries and has become the most prevalent variant among new COVID-19 cases in the United States, according to California-based genomics company Helix.        So far, however, it is hard to tell how much the new strain will disrupt the global growth rebound that has helped power risk assets higher in recent months.   Here are some assets where concerns over the Delta variant may be moving the needle.   TRAVEL AND LEISURE STOCKS   Southwest Airlines   , American Airlines   , Delta  and Carnival Corp    made the list of the 25 worst performing stocks over the last 1 month, a Reuters analysis showed. The Dow Jones U.S. Travel & Leisure Index    fell 3.35% in June, compared with a 2.2% gain for the S&P 500 Index .   Oil prices, which were hammered in the wake of the pandemic, rose about 10% in June, however.  CURRENCIES  Worries over the Delta variant are weighing on the currencies of countries where it is spreading quickly, including the Australian dollar and British pound.    The moves have contributed to a rally in the U.S. dollar that was sparked by the Federal Reserve’s hawkish shift and saw the U.S. currency gain 2.7% against a basket of peers in June.   \"Early on I think the risks of the Delta variant were most apparent in British pound,\" said John Doyle, vice president of dealing and trading at FX payments firm Tempus Inc.   \"Now I think it is most apparent in the Oceanic currencies that are generally tied to Asian risk sentiment.\"   TREASURIES   Some investors have piled into Treasuries in recent weeks, fueled by expectations that U.S. growth may be peaking and the Fed will be less tolerant of rising consumer prices. Some investors believe fresh uncertainty over Covid-19 may be accelerating the move in yields on U.S. government bonds, which are among the world’s most popular haven assets.   \"The fear that incremental lockdowns could reappear has recently been a factor\" in Treasury positioning, wrote Arnim Holzer, strategist with EAB Investment Group, in a note on Wednesday.    \"Multi-asset and safety seeking does look to be gaining a bit of interest with U.S. Treasury and dollar strength,\" Holzer said.   GROWTH VS VALUE   So-called value stocks - companies that trade at low multiples to book value and tend to be more sensitive to economic cycles - ripped higher earlier this year on expectations of an economic rebound but have stumbled lately.    Meanwhile, shares of growth names, including stay-at-home bets like Amazon.com   , Netflix   , and Zoom Video Communications    and ETSY Inc   , have risen.   JP Morgan's Marko Kolanovic believes the shift resembles one that took place in February, when investors briefly grew defensive on worries over the Alpha variant, only to sell bonds and pile back into value stocks when the threat had passed.   \"We expect this to repeat now as investors assess the so-called Delta variant,\" Kolanovic said.    <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC: U.S. travel and leisure stocks dip     GRAPHIC: FX performance     GRAPHIC: Paring gains     GRAPHIC: Growth narrows gap with value       ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Reporting by Saqib Iqbal Ahmed; Editing by Ira Iosebashvili and Stephen Coates)((saqib.ahmed@thomsonreuters.com; @SaqibReports; +1 646 223 6054; Reuters Messaging: saqib.ahmed.thomsonreuters.com@reuters.net))","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156807192,"gmtCreate":1625207696216,"gmtModify":1703738376993,"author":{"id":"4087474799921030","authorId":"4087474799921030","name":"Ago7200","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087474799921030","authorIdStr":"4087474799921030"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156807192","repostId":"2148873174","repostType":2,"repost":{"id":"2148873174","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":1625197444,"share":"https://ttm.financial/m/news/2148873174?lang=&edition=fundamental","pubTime":"2021-07-02 11:44","market":"us","language":"en","title":"Apple, Intel become first to adopt TSMC's latest chip tech - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2148873174","media":"Reuters","summary":"July 2 (Reuters) - Apple Inc and Intel Corp will be the first adopters of Taiwan Semiconductor Manuf","content":"<p>July 2 (Reuters) - Apple Inc&nbsp;and Intel Corp&nbsp;will be the first adopters of Taiwan Semiconductor Manufacturing Co's next-generation chip production technology ahead of its deployment, possibly next year, Nikkei Asia reported on Friday.</p>\n<p>Apple and Intel are testing their chip designs with TSMC's 3-nanometer production technology, the report added, citing several sources briefed on the matter. Commercial output of such chips is expected to start in the second half of next year, Nikkei Asia said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Intel become first to adopt TSMC's latest chip tech - Nikkei</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\">\nApple, Intel become first to adopt TSMC's latest chip tech - Nikkei\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\">2021-07-02 11:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>July 2 (Reuters) - Apple Inc&nbsp;and Intel Corp&nbsp;will be the first adopters of Taiwan Semiconductor Manufacturing Co's next-generation chip production technology ahead of its deployment, possibly next year, Nikkei Asia reported on Friday.</p>\n<p>Apple and Intel are testing their chip designs with TSMC's 3-nanometer production technology, the report added, citing several sources briefed on the matter. Commercial output of such chips is expected to start in the second half of next year, Nikkei Asia said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148873174","content_text":"July 2 (Reuters) - Apple Inc and Intel Corp will be the first adopters of Taiwan Semiconductor Manufacturing Co's next-generation chip production technology ahead of its deployment, possibly next year, Nikkei Asia reported on Friday.\nApple and Intel are testing their chip designs with TSMC's 3-nanometer production technology, the report added, citing several sources briefed on the matter. Commercial output of such chips is expected to start in the second half of next year, Nikkei Asia said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125350855,"gmtCreate":1624659461777,"gmtModify":1703842843187,"author":{"id":"4087474799921030","authorId":"4087474799921030","name":"Ago7200","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087474799921030","authorIdStr":"4087474799921030"},"themes":[],"htmlText":"Apple&nbsp;//<a href=\"https://laohu8.com/U/3574563425538377\">@MonaMaMa</a>:Apple","listText":"Apple&nbsp;//<a href=\"https://laohu8.com/U/3574563425538377\">@MonaMaMa</a>:Apple","text":"Apple //@MonaMaMa:Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125350855","repostId":"2146071375","repostType":4,"repost":{"id":"2146071375","kind":"highlight","pubTimestamp":1624627260,"share":"https://ttm.financial/m/news/2146071375?lang=&edition=fundamental","pubTime":"2021-06-25 21:21","market":"us","language":"en","title":"Better Buy: Apple or All 30 Dow Jones Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2146071375","media":"Motley Fool","summary":"Investors should apply a bit of mass psychology here, recognizing a couple of unusual nuances have set the stage for a surprising outcome.","content":"<p>It may be the biggest, best, and best-known component of the<b> Dow Jones Industrial Average</b> (DJINDICES:^DJI), but shares of <b>Apple</b> (NASDAQ:AAPL) have conspicuously trailed the blue chip index of late. The Dow's up to the tune of 13% for the past six months, while Apple is barely breaking even for the timeframe.</p>\n<p>Its big gains logged in 2020 of course only made Apple stock more vulnerable to the chip shortage as well as the \"big tech\" antitrust crackdown continuing to gel this year. Congress is considering six different pieces of legislation that could crimp Apple's grip on consumers, if not force an outright restructuring of the company. Investors are understandably hesitant.</p>\n<p>We're in a scenario, however, where it just might pay to play the role of contrarian. That's the fancy way of saying you should assume everything's about to reverse its present course, boosting Apple at the expense of the Dow as a whole.</p>\n<h3>Stumbling blocks</h3>\n<p>Don't misread the message. The brewing regulatory threat to Apple is real; CEO Tim Cook reportedly even called House Speaker Nancy Pelosi to stave off the impending legislation. No dice. Intellectually honest investors, of course, had to know this day of reckoning was coming sooner or later.</p>\n<p>The computer chip crunch is another headache that's kept buyers at bay. Would-be Apple investors are content to remain on the sidelines, waiting for more clarity.</p>\n<p><img src=\"https://static.tigerbbs.com/29dbac0b63be269b4cff305740052847\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>At least some of those sidelined would-be Apple buyers are stepping into anything and everything else instead though. The <b>S&amp;P 500</b> (SNPINDEX:^GSPC) joined the Dow in reaching record highs earlier this month, and the <b>Nasdaq Composite</b> (NASDAQINDEX:^IXIC) isn't far behind. This strength has shocked traders anticipating the usual summer weakness behind the whole \"sell in May and go away\" thing. The momentum is still bullish. Not participating means you're leaving money on the table... even if Apple isn't contributing much to the marketwide rally.</p>\n<p>There are two big premises most investors just aren't fully seeing here, however. Together, they just might make you rethink this described dynamic.</p>\n<h3>Understand this</h3>\n<p>The first of these two noteworthy premises is the market's typical behavior during the summertime. The momentum is still bullish in defiance of the calendar to be sure. But, bullish strength during the early days of summer doesn't preclude weakness later in the summer that would bring the broad market back to its average year-to-date performance. Indeed, if anything this degree of bullishness thus far sets the stage for an even bigger pullback that puts the market's performance back on course, so to speak.</p>\n<p>And for perspective, in the average year the Dow is up 3.6% by late June. This year it's up an incredible 10.9% so far.</p>\n<p>The second idea is a bit more complicated.</p>\n<p>When investors see (or at least fear) a market correction is in the offing, as a group they don't necessarily dump stocks altogether. There's a subtle -- and sometimes not-so-subtle -- shift into defensive names like utilities or consumer staples. Makes sense. These industries are going to do reasonably well regardless of the environment.</p>\n<p>Over the course of the past several years, however, what constitutes a \"safe\" name capable of holding up against the headwind of a marketwide correction has evolved. Consumers may skip a trip to the mall or postpone a vacation. But, Apple's created such a degree of customer loyalty and fandom that it's unlikely current iPhone owners will take a pass on their next opportunity to upgrade their device.</p>\n<p>The evidence? Even when the pandemic was raging in September of last year, cellphone reselling platform SellCell found that four out of ten iPhone owners intended to upgrade when the iPhone 12 became available later in the year; BankMyCell suggested the number was closer to half of all iPhone owners. In October, RBC Capital Markets reported a little more than <a href=\"https://laohu8.com/S/AONE\">one</a>-third of current iPhone owners were participants in Apple's annual upgrade plan, while another <a href=\"https://laohu8.com/S/AONE.U\">one</a>-fourth said they intended to sign up for the continual upgrade agreement. In a similar and more recent vein, SellCell recently reported survey results indicating Apple's iPhone brand loyalty currently stands at a record-high 92%.</p>\n<p>Read between the lines. Apple is a surprisingly defensive play should things turn tough for the overall market.</p>\n<h3>Keep it in perspective</h3>\n<p>A marketwide correction wouldn't drive Apple shares upward every single day of any correction, of course. On any given trading day three out of four stocks move in the same direction as the market. Apple shares would most definitely be fighting a headwind.</p>\n<p>Think bigger-picture though, and think strategically. Should a little bit of market weakness turn into something more prolonged and investors clamor for companies they can count on in tough times, Apple's antitrust woes won't matter quite as much. Loyalty among iPhone owners will matter a little more. That's just enough edge to snap this stock out of its lull.</p>\n<p>And if the overall market continues to buck the calendar and continue marching higher? Well, Apple's future is still more than bright enough to make it a core long-term holding. The company's always found a way to push through challenges on par with the current chip shortage and antitrust campaigns. This recent weakness is a gift from that perspective as well.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Apple or All 30 Dow Jones Stocks?</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\">\nBetter Buy: Apple or All 30 Dow Jones Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/25/better-buy-apple-or-all-30-dow-jones-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It may be the biggest, best, and best-known component of the Dow Jones Industrial Average (DJINDICES:^DJI), but shares of Apple (NASDAQ:AAPL) have conspicuously trailed the blue chip index of late. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/25/better-buy-apple-or-all-30-dow-jones-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://www.fool.com/investing/2021/06/25/better-buy-apple-or-all-30-dow-jones-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146071375","content_text":"It may be the biggest, best, and best-known component of the Dow Jones Industrial Average (DJINDICES:^DJI), but shares of Apple (NASDAQ:AAPL) have conspicuously trailed the blue chip index of late. The Dow's up to the tune of 13% for the past six months, while Apple is barely breaking even for the timeframe.\nIts big gains logged in 2020 of course only made Apple stock more vulnerable to the chip shortage as well as the \"big tech\" antitrust crackdown continuing to gel this year. Congress is considering six different pieces of legislation that could crimp Apple's grip on consumers, if not force an outright restructuring of the company. Investors are understandably hesitant.\nWe're in a scenario, however, where it just might pay to play the role of contrarian. That's the fancy way of saying you should assume everything's about to reverse its present course, boosting Apple at the expense of the Dow as a whole.\nStumbling blocks\nDon't misread the message. The brewing regulatory threat to Apple is real; CEO Tim Cook reportedly even called House Speaker Nancy Pelosi to stave off the impending legislation. No dice. Intellectually honest investors, of course, had to know this day of reckoning was coming sooner or later.\nThe computer chip crunch is another headache that's kept buyers at bay. Would-be Apple investors are content to remain on the sidelines, waiting for more clarity.\n\nImage source: Getty Images.\nAt least some of those sidelined would-be Apple buyers are stepping into anything and everything else instead though. The S&P 500 (SNPINDEX:^GSPC) joined the Dow in reaching record highs earlier this month, and the Nasdaq Composite (NASDAQINDEX:^IXIC) isn't far behind. This strength has shocked traders anticipating the usual summer weakness behind the whole \"sell in May and go away\" thing. The momentum is still bullish. Not participating means you're leaving money on the table... even if Apple isn't contributing much to the marketwide rally.\nThere are two big premises most investors just aren't fully seeing here, however. Together, they just might make you rethink this described dynamic.\nUnderstand this\nThe first of these two noteworthy premises is the market's typical behavior during the summertime. The momentum is still bullish in defiance of the calendar to be sure. But, bullish strength during the early days of summer doesn't preclude weakness later in the summer that would bring the broad market back to its average year-to-date performance. Indeed, if anything this degree of bullishness thus far sets the stage for an even bigger pullback that puts the market's performance back on course, so to speak.\nAnd for perspective, in the average year the Dow is up 3.6% by late June. This year it's up an incredible 10.9% so far.\nThe second idea is a bit more complicated.\nWhen investors see (or at least fear) a market correction is in the offing, as a group they don't necessarily dump stocks altogether. There's a subtle -- and sometimes not-so-subtle -- shift into defensive names like utilities or consumer staples. Makes sense. These industries are going to do reasonably well regardless of the environment.\nOver the course of the past several years, however, what constitutes a \"safe\" name capable of holding up against the headwind of a marketwide correction has evolved. Consumers may skip a trip to the mall or postpone a vacation. But, Apple's created such a degree of customer loyalty and fandom that it's unlikely current iPhone owners will take a pass on their next opportunity to upgrade their device.\nThe evidence? Even when the pandemic was raging in September of last year, cellphone reselling platform SellCell found that four out of ten iPhone owners intended to upgrade when the iPhone 12 became available later in the year; BankMyCell suggested the number was closer to half of all iPhone owners. In October, RBC Capital Markets reported a little more than one-third of current iPhone owners were participants in Apple's annual upgrade plan, while another one-fourth said they intended to sign up for the continual upgrade agreement. In a similar and more recent vein, SellCell recently reported survey results indicating Apple's iPhone brand loyalty currently stands at a record-high 92%.\nRead between the lines. Apple is a surprisingly defensive play should things turn tough for the overall market.\nKeep it in perspective\nA marketwide correction wouldn't drive Apple shares upward every single day of any correction, of course. On any given trading day three out of four stocks move in the same direction as the market. Apple shares would most definitely be fighting a headwind.\nThink bigger-picture though, and think strategically. Should a little bit of market weakness turn into something more prolonged and investors clamor for companies they can count on in tough times, Apple's antitrust woes won't matter quite as much. Loyalty among iPhone owners will matter a little more. That's just enough edge to snap this stock out of its lull.\nAnd if the overall market continues to buck the calendar and continue marching higher? Well, Apple's future is still more than bright enough to make it a core long-term holding. The company's always found a way to push through challenges on par with the current chip shortage and antitrust campaigns. This recent weakness is a gift from that perspective as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}