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Chungcme

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- ChungcmeChungcme
  ·02-12
  I thought the Israelis are smart people.
  Israel's Tower Proposes $8 Bln Chip Plant in India - Report
  BENGALURU, Feb 11 - Israel's Tower Semiconductor has submitted a proposal to India's government to build an $8 billion chipmaking facility in the South Asian nation, national daily Indian Express reported on Sunday.Tower, seeking government incentives for its plan, is looking to manufacture 65 nanometre and 40 nanometre chips in India, the report said.The company and India's IT ministry did not immediately respond to requests for comment.Chip manufacturing is a key plank of Modi's business agen
  Israel's Tower Proposes $8 Bln Chip Plant in India - Report
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- ChungcmeChungcme
  ·2023-12-27
  Gh💝
  There Are Only 3 "Magnificent Seven" Stocks I Would Buy in 2024
  Tesla, Apple, and Microsoft stand out as the best Magnificent Seven stocks to buy next year.
  There Are Only 3 "Magnificent Seven" Stocks I Would Buy in 2024
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- ChungcmeChungcme
  ·2023-12-12
  The USA is such a big bully.
  US in Talks With Nvidia About AI Chip Sales to China - Raimondo
  (Reuters) - The Biden administration is in discussions with Nvidia Corp about permissible sales of artificial intelligence chips to China but emphasized that it cannot sell its most advanced semicondu
  US in Talks With Nvidia About AI Chip Sales to China - Raimondo
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- ChungcmeChungcme
  ·2023-09-18
  Share your opinion about this news…
  3 AI Stocks Down 82% to 92% With Explosive Upside Potential: Is Now the Time to Buy?
  AI is the fundamental driver behind these small companies.
  3 AI Stocks Down 82% to 92% With Explosive Upside Potential: Is Now the Time to Buy?
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- ChungcmeChungcme
  ·2023-09-08
  The Cold War is started by the USA
  Apple Stock Is Having a Rough Week. How Far It Could Fall
  Apple is having a rough week ahead of the expected launch of the iPhone 15. Shares were falling Thursday, adding to the previous day’s losses.Investors are weighing up a potential hit to Apple (ticker
  Apple Stock Is Having a Rough Week. How Far It Could Fall
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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIsrael's Tower Proposes $8 Bln Chip Plant in India - Report\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\">2024-02-12 19:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BENGALURU, Feb 11 (Reuters) - Israel&#39;s Tower Semiconductor has submitted a proposal to India&#39;s government to build an $8 billion chipmaking facility in the South Asian nation, national daily Indian Express reported on Sunday.</p><p>Tower, seeking government incentives for its plan, is looking to manufacture 65 nanometre and 40 nanometre chips in India, the report said.</p><p>The company and India&#39;s IT ministry did not immediately respond to requests for comment.</p><p>Chip manufacturing is a key plank of Modi&#39;s business agenda, but initial bids to offer $10 billion in incentives to the industry have floundered, with some proposals stalled or cancelled.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSEM":"Tower半导体"},"source_url":"https://news.google.com/rss/articles/CBMiY2h0dHBzOi8vd3d3LnJldXRlcnMuY29tL3RlY2hub2xvZ3kvaXNyYWVscy10b3dlci1wcm9wb3Nlcy04LWJsbi1jaGlwLXBsYW50LWluZGlhLXJlcG9ydC0yMDI0LTAyLTExL9IBAA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410838315","content_text":"BENGALURU, Feb 11 (Reuters) - Israel's Tower Semiconductor has submitted a proposal to India's government to build an $8 billion chipmaking facility in the South Asian nation, national daily Indian Express reported on Sunday.Tower, seeking government incentives for its plan, is looking to manufacture 65 nanometre and 40 nanometre chips in India, the report said.The company and India's IT ministry did not immediately respond to requests for comment.Chip manufacturing is a key plank of Modi's business agenda, but initial bids to offer $10 billion in incentives to the industry have floundered, with some proposals stalled or cancelled.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256615337550040,"gmtCreate":1703684126618,"gmtModify":1703684312584,"author":{"id":"4133301963989642","authorId":"4133301963989642","name":"Chungcme","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133301963989642","authorIdStr":"4133301963989642"},"themes":[],"htmlText":"Gh💝","listText":"Gh💝","text":"Gh💝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256615337550040","repostId":"2394782835","repostType":2,"repost":{"id":"2394782835","kind":"highlight","pubTimestamp":1703683066,"share":"https://ttm.financial/m/news/2394782835?lang=&edition=fundamental","pubTime":"2023-12-27 21:17","market":"us","language":"en","title":"There Are Only 3 \"Magnificent Seven\" Stocks I Would Buy in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2394782835","media":"Motley Fool","summary":"Tesla, Apple, and Microsoft stand out as the best Magnificent Seven stocks to buy next year.","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla has a number of ways it could surprise investors to the upside.</p></li><li><p>Apple is a balanced buy and the best Magnificent Seven stock for risk-averse investors.</p></li><li><p>Microsoft is already leveraging AI and has plenty of room to run in next year and beyond.</p></li></ul><p>The &#34;Magnificent Seven&#34; stocks dominated in 2023 -- all outperforming the S&amp;P 500 by a wide margin. The term was coined by Bank of America analyst Michael Hartnett to describe seven large tech-focused companies: <a href=\"https://laohu8.com/S/AAPL\">Apple </a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and <a href=\"https://laohu8.com/S/TSLA\">Tesla </a>.</p><p>Each company has its own pros and cons. But one thing is certain among them all. They&#39;ve all gotten a lot more expensive after this year&#39;s run-up, so it&#39;s time to be selective in 2024. Valuations matter, and there&#39;s only so much an investor should pay for a company&#39;s future earnings.</p><p>With that in mind, here&#39;s why Tesla, Apple, and Microsoft are the only three Magnificent Seven stocks I would consider buying next year.</p><h2 id=\"id_3231689633\"><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is focused on production volumes, even at the expense of its margins</h2><p>Out of all the Magnificent Seven stocks, Tesla is down the most from its all-time high. And for good reason.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b973291c940cba44a46074c2c5ff034\" tg-width=\"720\" tg-height=\"601\"/></p><p>AAPL data by YCharts</p><p>The company is not at the top of its game from a growth or profitability perspective. It&#39;s also unclear if Tesla will remain the undisputed leader in electric vehicles a decade from now, especially as so many companies are trying to take market share.</p><p>And unlike companies like Nvidia and Microsoft that directly benefit from artificial intelligence (AI), Tesla has moonshots that simply haven&#39;t materialized.</p><p>The history of Tesla is riddled with starkly contrasting opinions on whether it is grossly overvalued or is the greatest company ever. And there&#39;s a good chance that its future will also face breakout potential or a lot of room to collapse. But what I like about Tesla is that it has a good setup for 2024 and beyond. There are specific things to look for that could support or take away from the investment thesis.</p><p>In the short term, Tesla needs to prove it can fund its long-term growth plans even during a downturn in the business cycle. Tesla&#39;s long-term success depends on increasing production, achieving massive scale, and then unlocking pricing power to make vehicles more efficiently than the competition, and therefore, win on quality and quantity. It already has this advantage now. But to preserve it, Tesla will need to build more factories and manage its extremely complex supply chain.</p><p>In the longer term, Tesla will need to monetize its AI and robotics investments. If it makes a leap in self-driving, it could open the door to the coveted robotaxi market, which could completely reimagine ride-sharing and deliveries.</p><p>The company&#39;s decision to slash prices and take a hit to its margins to focus on volume looks bad now. But it could end up being a brilliant move if it discourages other automakers from ramping up EV spending, leaving Tesla to extend its lead over the competition. After all, if Tesla shows it has immense pricing power and can afford to undercut the competition, that may deter companies from going toe-to-toe with Tesla at the risk of losing billions in the process.</p><p>In this vein, there&#39;s a path for Tesla to either sustain its production growth, recover its margins, or both in 2024. If that happens, the stock could do very well next year. But even if Tesla&#39;s performance stalls in the near term, it still has so much potential upside that simply can&#39;t be ignored. Even more than margin or volume improvements, investors should monitor Tesla&#39;s self-driving progress in 2024.</p><h2 id=\"id_3547099357\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s buybacks prevent its valuation from getting too expensive</h2><p>Apple stands out as the &#34;safest&#34; Magnificent Seven stock. It has the best valuation, especially considering the company&#39;s relentless stock repurchase program. Buybacks decrease the outstanding share count, boost earnings per share, and make the stock a better value even if it doesn&#39;t grow earnings organically.</p><p>Apple is also conservative with its spending. It doesn&#39;t chase growth just for the sake of it. Instead, it has a purposeful product development pipeline. So if the market does sell off or valuations compress across industries, then Apple will be in an excellent position to deploy some of its cash on a timely acquisition.</p><p>Apple is unique because it can thrive when the economy is doing well and consumer spending is high. But it also has a nice margin of error in case things take a turn for the worse.</p><p>Apple has a 31.5 price-to-earnings (P/E) ratio compared to 33.3 for the <strong>Invesco QQQ Trust</strong>, which mirrors the performance of the 100 largest Nasdaq stocks. Apple is a higher-quality company than the rest of the Nasdaq 100, even with lower growth. And for that reason, it looks like a good value heading into 2024.</p><h2 id=\"id_1868091128\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> is using its suite of products and services as a sounding board for AI</h2><p>Like Tesla, Microsoft has a clear setup for 2024. At just about every investor event or presentation this year, Microsoft would make sure you knew just how much it was investing in AI and how big of an opportunity it was. Even if the rhetoric is over the top at times, Microsoft is correct in that it has its finger on the pulse of the consumer and business community. It is implementing AI across its products and services. And because it can monitor the reception of these updates, it can see what is and isn&#39;t working and then make adjustments.</p><p>Microsoft is a straightforward and easy-to-understand AI play. In many ways, its solutions are nothing groundbreaking. One example is Microsoft Copilot, which act as an assistant in an application to make it easier to use and let the user accomplish tasks faster.</p><p>The company generates tons of free cash flow, has an impeccable balance sheet, and can fund both near-term and long-term AI investments with the wiggle room to take risks and make mistakes. Microsoft has a balanced risk/reward profile when it comes to investing in AI.</p><h2 id=\"id_344058705\">A word of caution about the Magnificent Seven</h2><p>Understanding the market&#39;s attitude toward a theme or industry at a given time can help you make wise investment decisions.</p><p>It wasn&#39;t long ago, just last year in fact, that many investors wanted nothing to do with Amazon because of its slowing growth and overspending. Or with Alphabet, because the only good use of its cash seemed to be buybacks. Or with Tesla, because consumer spending was crashing in the wake of higher interest rates and EV competition was getting more ruthless.</p><p>Meta Platforms was left for dead after the market thought Instagram was losing market share and the company was wasting money on the Metaverse. Even Nvidia crashed as investors thought the cyclical slowdown would damage the growth trajectory. Microsoft and Apple held up better last year, but mostly because they have lower valuations and wider moats.</p><p>This is all to say that sentiment can change in an instant. And that&#39;s exactly what happened in 2023.</p><p>Anything can happen in 2024. As it stands now, there are only three Magnificent Seven stocks that look like good buys. But if there&#39;s a major market sell-off or a prolonged bear market, all seven companies are worth a closer look.</p><p>The secret lies in finding which ones you like the best and having the conviction to step in and buy those stocks, even when the market wants nothing to do with them.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There Are Only 3 \"Magnificent Seven\" Stocks I Would Buy in 2024</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\">\nThere Are Only 3 \"Magnificent Seven\" Stocks I Would Buy in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-27 21:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/12/27/there-are-only-3-magnificent-seven-stocks-buy-2024/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has a number of ways it could surprise investors to the upside.Apple is a balanced buy and the best Magnificent Seven stock for risk-averse investors.Microsoft is already leveraging AI and has ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/12/27/there-are-only-3-magnificent-seven-stocks-buy-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4592":"伊斯兰概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4534":"瑞士信贷持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4533":"AQR资本管理(全球第二大对冲基金)","AAPL":"苹果","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4525":"远程办公概念","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4535":"淡马锡持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4527":"明星科技股","BK4501":"段永平概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251142724.SGD":"Fidelity America A-SGD","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4503":"景林资产持仓","TSLA":"特斯拉","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4505":"高瓴资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4504":"桥水持仓","MSFT":"微软","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4170":"电脑硬件、储存设备及电脑周边","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus"},"source_url":"https://www.fool.com/investing/2023/12/27/there-are-only-3-magnificent-seven-stocks-buy-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394782835","content_text":"Tesla has a number of ways it could surprise investors to the upside.Apple is a balanced buy and the best Magnificent Seven stock for risk-averse investors.Microsoft is already leveraging AI and has plenty of room to run in next year and beyond.The \"Magnificent Seven\" stocks dominated in 2023 -- all outperforming the S&P 500 by a wide margin. The term was coined by Bank of America analyst Michael Hartnett to describe seven large tech-focused companies: Apple , Microsoft , Amazon, Alphabet, Meta Platforms, Nvidia, and Tesla .Each company has its own pros and cons. But one thing is certain among them all. They've all gotten a lot more expensive after this year's run-up, so it's time to be selective in 2024. Valuations matter, and there's only so much an investor should pay for a company's future earnings.With that in mind, here's why Tesla, Apple, and Microsoft are the only three Magnificent Seven stocks I would consider buying next year.Tesla is focused on production volumes, even at the expense of its marginsOut of all the Magnificent Seven stocks, Tesla is down the most from its all-time high. And for good reason.AAPL data by YChartsThe company is not at the top of its game from a growth or profitability perspective. It's also unclear if Tesla will remain the undisputed leader in electric vehicles a decade from now, especially as so many companies are trying to take market share.And unlike companies like Nvidia and Microsoft that directly benefit from artificial intelligence (AI), Tesla has moonshots that simply haven't materialized.The history of Tesla is riddled with starkly contrasting opinions on whether it is grossly overvalued or is the greatest company ever. And there's a good chance that its future will also face breakout potential or a lot of room to collapse. But what I like about Tesla is that it has a good setup for 2024 and beyond. There are specific things to look for that could support or take away from the investment thesis.In the short term, Tesla needs to prove it can fund its long-term growth plans even during a downturn in the business cycle. Tesla's long-term success depends on increasing production, achieving massive scale, and then unlocking pricing power to make vehicles more efficiently than the competition, and therefore, win on quality and quantity. It already has this advantage now. But to preserve it, Tesla will need to build more factories and manage its extremely complex supply chain.In the longer term, Tesla will need to monetize its AI and robotics investments. If it makes a leap in self-driving, it could open the door to the coveted robotaxi market, which could completely reimagine ride-sharing and deliveries.The company's decision to slash prices and take a hit to its margins to focus on volume looks bad now. But it could end up being a brilliant move if it discourages other automakers from ramping up EV spending, leaving Tesla to extend its lead over the competition. After all, if Tesla shows it has immense pricing power and can afford to undercut the competition, that may deter companies from going toe-to-toe with Tesla at the risk of losing billions in the process.In this vein, there's a path for Tesla to either sustain its production growth, recover its margins, or both in 2024. If that happens, the stock could do very well next year. But even if Tesla's performance stalls in the near term, it still has so much potential upside that simply can't be ignored. Even more than margin or volume improvements, investors should monitor Tesla's self-driving progress in 2024.Apple's buybacks prevent its valuation from getting too expensiveApple stands out as the \"safest\" Magnificent Seven stock. It has the best valuation, especially considering the company's relentless stock repurchase program. Buybacks decrease the outstanding share count, boost earnings per share, and make the stock a better value even if it doesn't grow earnings organically.Apple is also conservative with its spending. It doesn't chase growth just for the sake of it. Instead, it has a purposeful product development pipeline. So if the market does sell off or valuations compress across industries, then Apple will be in an excellent position to deploy some of its cash on a timely acquisition.Apple is unique because it can thrive when the economy is doing well and consumer spending is high. But it also has a nice margin of error in case things take a turn for the worse.Apple has a 31.5 price-to-earnings (P/E) ratio compared to 33.3 for the Invesco QQQ Trust, which mirrors the performance of the 100 largest Nasdaq stocks. Apple is a higher-quality company than the rest of the Nasdaq 100, even with lower growth. And for that reason, it looks like a good value heading into 2024.Microsoft is using its suite of products and services as a sounding board for AILike Tesla, Microsoft has a clear setup for 2024. At just about every investor event or presentation this year, Microsoft would make sure you knew just how much it was investing in AI and how big of an opportunity it was. Even if the rhetoric is over the top at times, Microsoft is correct in that it has its finger on the pulse of the consumer and business community. It is implementing AI across its products and services. And because it can monitor the reception of these updates, it can see what is and isn't working and then make adjustments.Microsoft is a straightforward and easy-to-understand AI play. In many ways, its solutions are nothing groundbreaking. One example is Microsoft Copilot, which act as an assistant in an application to make it easier to use and let the user accomplish tasks faster.The company generates tons of free cash flow, has an impeccable balance sheet, and can fund both near-term and long-term AI investments with the wiggle room to take risks and make mistakes. Microsoft has a balanced risk/reward profile when it comes to investing in AI.A word of caution about the Magnificent SevenUnderstanding the market's attitude toward a theme or industry at a given time can help you make wise investment decisions.It wasn't long ago, just last year in fact, that many investors wanted nothing to do with Amazon because of its slowing growth and overspending. Or with Alphabet, because the only good use of its cash seemed to be buybacks. Or with Tesla, because consumer spending was crashing in the wake of higher interest rates and EV competition was getting more ruthless.Meta Platforms was left for dead after the market thought Instagram was losing market share and the company was wasting money on the Metaverse. Even Nvidia crashed as investors thought the cyclical slowdown would damage the growth trajectory. Microsoft and Apple held up better last year, but mostly because they have lower valuations and wider moats.This is all to say that sentiment can change in an instant. And that's exactly what happened in 2023.Anything can happen in 2024. As it stands now, there are only three Magnificent Seven stocks that look like good buys. But if there's a major market sell-off or a prolonged bear market, all seven companies are worth a closer look.The secret lies in finding which ones you like the best and having the conviction to step in and buy those stocks, even when the market wants nothing to do with them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251286278561952,"gmtCreate":1702357514214,"gmtModify":1702360283156,"author":{"id":"4133301963989642","authorId":"4133301963989642","name":"Chungcme","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133301963989642","authorIdStr":"4133301963989642"},"themes":[],"htmlText":"The USA is such a big bully.&nbsp;","listText":"The USA is such a big bully.&nbsp;","text":"The USA is such a big bully.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251286278561952","repostId":"2390362195","repostType":2,"repost":{"id":"2390362195","kind":"highlight","pubTimestamp":1702357262,"share":"https://ttm.financial/m/news/2390362195?lang=&edition=fundamental","pubTime":"2023-12-12 13:01","market":"us","language":"en","title":"US in Talks With Nvidia About AI Chip Sales to China - Raimondo","url":"https://stock-news.laohu8.com/highlight/detail?id=2390362195","media":"Reuters","summary":"(Reuters) - The Biden administration is in discussions with Nvidia Corp about permissible sales of artificial intelligence chips to China but emphasized that it cannot sell its most advanced semicondu","content":"<html><head></head><body><p>(Reuters) - The Biden administration is in discussions with Nvidia Corp about permissible sales of artificial intelligence chips to China but emphasized that it cannot sell its most advanced semiconductors to Chinese firms.</p><p>U.S. Commerce Secretary Gina Raimondo, speaking in an interview with Reuters on Monday, said Nvidia &#34;can, will and should sell AI chips to China because most AI chips will be for commercial applications.&#34;</p><p>She added: &#34;What we cannot allow them to ship is the most sophisticated, highest processing power AI chips, which would enable China to train their frontier models.&#34;</p><p>Raimondo said she spoke a week ago to Nvidia CEO Jensen Huang and he was &#34;crystal clear. We don&#39;t want to break the rules. Tell us the rules, we&#39;ll work with you.&#34;</p><p>Raimondo said the department was working with Nvidia. &#34;They want to do the right thing. Obviously they want to sell as many chips as possible.&#34;</p><p>Nvidia declined to comment. Last week, Huang said the company was working closely with the U.S. government to ensure new chips for the Chinese market were compliant with export curbs.</p><p>The California-based artificial intelligence chip designer has commanded more than 90% share of China&#39;s $7 billion AI chip market, but analysts have said new U.S. curbs on chip exports are likely to create opportunities for Chinese rivals to make inroads.</p><p>Reuters last month reported Nvidia had told customers in China it was delaying the launch of a new China-focused AI chip until the first quarter of next year.</p><p>&#34;Our plan now is to continue to work with the government to come up with a new set of products that comply with the new regulations that have certain limits.&#34;</p><p>Nvidia warned during its November earnings that it expects a steep drop in fourth-quarter sales in China in the wake of the new U.S. rules.</p></body></html>","source":"yahoofinance","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 in Talks With Nvidia About AI Chip Sales to China - Raimondo</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS in Talks With Nvidia About AI Chip Sales to China - Raimondo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-12 13:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-us-talks-nvidia-ai-193716836.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - The Biden administration is in discussions with Nvidia Corp about permissible sales of artificial intelligence chips to China but emphasized that it cannot sell its most advanced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-us-talks-nvidia-ai-193716836.html\">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://finance.yahoo.com/news/1-us-talks-nvidia-ai-193716836.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2390362195","content_text":"(Reuters) - The Biden administration is in discussions with Nvidia Corp about permissible sales of artificial intelligence chips to China but emphasized that it cannot sell its most advanced semiconductors to Chinese firms.U.S. Commerce Secretary Gina Raimondo, speaking in an interview with Reuters on Monday, said Nvidia \"can, will and should sell AI chips to China because most AI chips will be for commercial applications.\"She added: \"What we cannot allow them to ship is the most sophisticated, highest processing power AI chips, which would enable China to train their frontier models.\"Raimondo said she spoke a week ago to Nvidia CEO Jensen Huang and he was \"crystal clear. We don't want to break the rules. Tell us the rules, we'll work with you.\"Raimondo said the department was working with Nvidia. \"They want to do the right thing. Obviously they want to sell as many chips as possible.\"Nvidia declined to comment. Last week, Huang said the company was working closely with the U.S. government to ensure new chips for the Chinese market were compliant with export curbs.The California-based artificial intelligence chip designer has commanded more than 90% share of China's $7 billion AI chip market, but analysts have said new U.S. curbs on chip exports are likely to create opportunities for Chinese rivals to make inroads.Reuters last month reported Nvidia had told customers in China it was delaying the launch of a new China-focused AI chip until the first quarter of next year.\"Our plan now is to continue to work with the government to come up with a new set of products that comply with the new regulations that have certain limits.\"Nvidia warned during its November earnings that it expects a steep drop in fourth-quarter sales in China in the wake of the new U.S. rules.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221151504965824,"gmtCreate":1695013418053,"gmtModify":1695014331872,"author":{"id":"4133301963989642","authorId":"4133301963989642","name":"Chungcme","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133301963989642","authorIdStr":"4133301963989642"},"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/221151504965824","repostId":"2368982761","repostType":2,"repost":{"id":"2368982761","kind":"highlight","pubTimestamp":1694995256,"share":"https://ttm.financial/m/news/2368982761?lang=&edition=fundamental","pubTime":"2023-09-18 08:00","market":"us","language":"en","title":"3 AI Stocks Down 82% to 92% With Explosive Upside Potential: Is Now the Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2368982761","media":"Motley Fool","summary":"AI is the fundamental driver behind these small companies.","content":"<html><head></head><body><p>There are two ways to approach the artificial intelligence (AI) revolution.</p><p>With a conservative approach, an investor can buy shares in established tech giants like <strong>Microsoft </strong>or <strong>Nvidia</strong>, both of which are investing billions of dollars in their AI products and services. Both represent blue-chip bets on AI, but the potential upside in their stock prices might be unappealing to investors with a higher risk appetite. </p><p>Or if they have a greater tolerance for risk, investors can buy shares in smaller companies developing AI that are still trying to achieve scale and haven&#39;t built profitable businesses just yet. Investing in these companies can be incredibly risky; if they fail to eventually generate cash, they could deal substantial losses to investors. On the flip side, if they&#39;re successful, investors could multiply their money by several times.</p><p>So far, life in the public markets has been challenging for small AI companies like <strong>C3.ai</strong>, <strong>Lemonade</strong>, and <strong>Upstart</strong>. Their valuations have crashed by as much as 92% after enjoying an initial bout of optimism from investors.</p><p>However, all three companies are making positive progress toward building a sustainable business, and the risk-reward proposition might be very attractive to investors with a long-term time horizon (and a stomach for volatility along the way). That&#39;s why, if each company executes, there could be significant gains on the table for investors. </p><h2 id=\"id_1797643498\">1. C3.ai: Down 82% from its all-time high</h2><p>Believe it or not, C3.ai is actually a pioneer of enterprise artificial intelligence. It was founded in 2009, and it was one of the first companies offering AI tools and services to businesses. Today, its product portfolio spans 40 ready-made AI applications for industries like banking, retail, energy, and beyond. </p><p>C3.ai CEO Thomas Siebel describes the AI opportunity as a &#34;megamarket event&#34; similar to the internet and the smartphone. The company already serves some of the largest organizations in the world, including fossil fuel giant <strong>Shell</strong>, which uses C3.ai&#39;s applications to monitor over 20,000 items of equipment. They collect data in a live environment to predict potential failures and to help reduce carbon emissions. </p><p>But that&#39;s just one use-case example. To truly understand the quality of C3.ai&#39;s AI technology, investors need only look to the company&#39;s partnerships. It now sells applications jointly with the world&#39;s largest providers of cloud services, including <strong>Amazon </strong>Web Services, Microsoft Azure, and <strong>Alphabet</strong>&#39;s Google Cloud. Why? Because C3.ai is capable of accelerating tasks like software development for customers of those cloud platforms.</p><p>C3.ai stock listed publicly in December 2020 and quickly logged an all-time high of $161, mainly based on investors&#39; enthusiasm over the opportunity to own one of the first-ever pure-play AI companies. However, C3.ai&#39;s revenue growth hasn&#39;t yet lived up to the hype, and its stock is down 82% from that lofty level. Startups -- especially those in new, emerging markets -- tend to generate lumpy financial results. </p><p>But there is potential for a strong recovery on the horizon. The company is currently shifting from a subscription-based revenue model to a consumption-based model, which will enable it to onboard customers far more quickly. Based on C3.ai&#39;s financial projections, this move should lead to a rapid acceleration in growth roughly 12 months from now. It won&#39;t eliminate every risk the company faces, but it&#39;s a positive step on the road to building a sustainable business, and buying its stock ahead of that growth upswing might be a great move. </p><h2 id=\"id_3101334212\">2. Lemonade: Down 92% from its all-time high</h2><p>Lemonade is using AI for a very specific purpose: To disrupt the age-old insurance industry. Nobody enjoys dealing with traditional insurance companies, especially when it&#39;s time to make a claim, so Lemonade has developed AI-powered bots that can handle the process quickly and easily across its five insurance markets. They include homeowners&#39; insurance, renters&#39; insurance, life insurance, pet insurance, and car insurance. </p><p>Its AI chatbot, Maya, is accessible through the Lemonade website, and it can write insurance quotes in under 90 seconds. A separate bot called AI Jim can pay claims in three minutes or less without human intervention, which makes the process far less stressful for customers. Plus, Lemonade has woven AI throughout its operations, so it&#39;s doing far more than just reshaping the customer experience for its 1.9 million policyholders. </p><p>It has built AI models to help price insurance premiums more accurately by predicting which customers are likely to buy multiple policies, which customers are likely to leave, and which customers are most likely to make a claim. Additionally, Lemonade&#39;s models also identify under and overperforming geographic markets so the company can pivot its marketing spending quickly to maximize revenue. </p><p>Lemonade stock is down 92% from the all-time high price it set during the tech frenzy of 2021 when investors grew way too optimistic about the company&#39;s growth prospects. However, that might be a long-term opportunity for investors who come in now and pick up the pieces. Why? Because at the end of the second quarter of 2023 (ended June 30), Lemonade&#39;s in-force premium was $686 million, which is a drop in the bucket considering the U.S. car insurance industry alone was worth $348 <em>billion </em>last year. The company&#39;s addressable market is <em>huge</em>.</p><p>Plus, Lemonade has more than doubled its revenue in the first six months of 2023 (year over year), so it&#39;s certainly capable of delivering powerful growth. But the company is still losing money, and it could eventually require another capital injection, which might be dilutive to investors. But given the steep discount in Lemonade stock from its all-time high, the risk-reward proposition does look quite attractive. </p><h2 id=\"id_3234724901\">3. Upstart: Down 92% from its all-time high</h2><p>Like Lemonade, Upstart is also using AI to disrupt an old, entrenched industry. It&#39;s trying to transform the lending business by offering an alternative to <strong>Fair Isaac</strong>&#39;s FICO credit scoring system, which has been relied upon by banks for over three decades. See, FICO only considers five core metrics when assessing a potential borrower, whereas Upstart says its AI algorithm can analyze more than 1,600, which means it can (theoretically) price credit risk more accurately. </p><p>Based on the company&#39;s internal studies, that increase in accuracy has led to 43% more loan approvals at an interest rate that is 43% lower on average compared to traditional lending processes. Plus, because the analysis of each potential borrower is conducted using AI, Upstart can deliver a fully automated, instant loan approval 87% of the time. That&#39;s a significant potential cost saver for the company&#39;s bank partners. </p><p>Upstart suffered on multiple fronts during 2022. Rising interest rates quelled demand for loans among consumers, and the company&#39;s funding partners weren&#39;t sure if its AI models would hold up during turbulent economic conditions. As a result, Upstart&#39;s revenue growth stalled, and investors sent its stock price plunging. As of this writing, it&#39;s trading 92% below its all-time high.</p><p>But it appears most of those concerns have since been resolved, following substantial amounts of data published by Upstart proving its models still outperform traditional lending methods. At the end of the second quarter of 2023 (ended June 30), the company had 100 lending partners, which was up from 71 in the year-ago period. It proves there is a growing demand for an AI-based approach to lending. </p><p>In another vote of confidence back in May, Upstart secured a $4 billion investment from asset manager Castlelake, which will go toward funding new loans. </p><p>It might take years for Upstart stock to reclaim its all-time high. But consider this: The company has only originated $34 billion worth of loans since its inception, and its addressable opportunity in its two core markets -- personal loans and car loans -- is worth a whopping $925 billion each year. But that runway for growth might soon grow larger because Upstart highlighted the $2.2 trillion mortgage market in its recent investor presentation, which is a market it hasn&#39;t entered yet.</p><p>Upstart is gradually emerging from the most difficult period in its history, and now might be a great time for investors to scoop up its stock for the long term. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 AI Stocks Down 82% to 92% With Explosive Upside Potential: Is Now the Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 AI Stocks Down 82% to 92% With Explosive Upside Potential: Is Now the Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-18 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/17/3-ai-stocks-down-82-to-92-with-explosive-upside-po/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are two ways to approach the artificial intelligence (AI) revolution.With a conservative approach, an investor can buy shares in established tech giants like Microsoft or Nvidia, both of which ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/17/3-ai-stocks-down-82-to-92-with-explosive-upside-po/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","AI":"C3.ai, Inc.","LMND":"Lemonade, Inc."},"source_url":"https://www.fool.com/investing/2023/09/17/3-ai-stocks-down-82-to-92-with-explosive-upside-po/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368982761","content_text":"There are two ways to approach the artificial intelligence (AI) revolution.With a conservative approach, an investor can buy shares in established tech giants like Microsoft or Nvidia, both of which are investing billions of dollars in their AI products and services. Both represent blue-chip bets on AI, but the potential upside in their stock prices might be unappealing to investors with a higher risk appetite. Or if they have a greater tolerance for risk, investors can buy shares in smaller companies developing AI that are still trying to achieve scale and haven't built profitable businesses just yet. Investing in these companies can be incredibly risky; if they fail to eventually generate cash, they could deal substantial losses to investors. On the flip side, if they're successful, investors could multiply their money by several times.So far, life in the public markets has been challenging for small AI companies like C3.ai, Lemonade, and Upstart. Their valuations have crashed by as much as 92% after enjoying an initial bout of optimism from investors.However, all three companies are making positive progress toward building a sustainable business, and the risk-reward proposition might be very attractive to investors with a long-term time horizon (and a stomach for volatility along the way). That's why, if each company executes, there could be significant gains on the table for investors. 1. C3.ai: Down 82% from its all-time highBelieve it or not, C3.ai is actually a pioneer of enterprise artificial intelligence. It was founded in 2009, and it was one of the first companies offering AI tools and services to businesses. Today, its product portfolio spans 40 ready-made AI applications for industries like banking, retail, energy, and beyond. C3.ai CEO Thomas Siebel describes the AI opportunity as a \"megamarket event\" similar to the internet and the smartphone. The company already serves some of the largest organizations in the world, including fossil fuel giant Shell, which uses C3.ai's applications to monitor over 20,000 items of equipment. They collect data in a live environment to predict potential failures and to help reduce carbon emissions. But that's just one use-case example. To truly understand the quality of C3.ai's AI technology, investors need only look to the company's partnerships. It now sells applications jointly with the world's largest providers of cloud services, including Amazon Web Services, Microsoft Azure, and Alphabet's Google Cloud. Why? Because C3.ai is capable of accelerating tasks like software development for customers of those cloud platforms.C3.ai stock listed publicly in December 2020 and quickly logged an all-time high of $161, mainly based on investors' enthusiasm over the opportunity to own one of the first-ever pure-play AI companies. However, C3.ai's revenue growth hasn't yet lived up to the hype, and its stock is down 82% from that lofty level. Startups -- especially those in new, emerging markets -- tend to generate lumpy financial results. But there is potential for a strong recovery on the horizon. The company is currently shifting from a subscription-based revenue model to a consumption-based model, which will enable it to onboard customers far more quickly. Based on C3.ai's financial projections, this move should lead to a rapid acceleration in growth roughly 12 months from now. It won't eliminate every risk the company faces, but it's a positive step on the road to building a sustainable business, and buying its stock ahead of that growth upswing might be a great move. 2. Lemonade: Down 92% from its all-time highLemonade is using AI for a very specific purpose: To disrupt the age-old insurance industry. Nobody enjoys dealing with traditional insurance companies, especially when it's time to make a claim, so Lemonade has developed AI-powered bots that can handle the process quickly and easily across its five insurance markets. They include homeowners' insurance, renters' insurance, life insurance, pet insurance, and car insurance. Its AI chatbot, Maya, is accessible through the Lemonade website, and it can write insurance quotes in under 90 seconds. A separate bot called AI Jim can pay claims in three minutes or less without human intervention, which makes the process far less stressful for customers. Plus, Lemonade has woven AI throughout its operations, so it's doing far more than just reshaping the customer experience for its 1.9 million policyholders. It has built AI models to help price insurance premiums more accurately by predicting which customers are likely to buy multiple policies, which customers are likely to leave, and which customers are most likely to make a claim. Additionally, Lemonade's models also identify under and overperforming geographic markets so the company can pivot its marketing spending quickly to maximize revenue. Lemonade stock is down 92% from the all-time high price it set during the tech frenzy of 2021 when investors grew way too optimistic about the company's growth prospects. However, that might be a long-term opportunity for investors who come in now and pick up the pieces. Why? Because at the end of the second quarter of 2023 (ended June 30), Lemonade's in-force premium was $686 million, which is a drop in the bucket considering the U.S. car insurance industry alone was worth $348 billion last year. The company's addressable market is huge.Plus, Lemonade has more than doubled its revenue in the first six months of 2023 (year over year), so it's certainly capable of delivering powerful growth. But the company is still losing money, and it could eventually require another capital injection, which might be dilutive to investors. But given the steep discount in Lemonade stock from its all-time high, the risk-reward proposition does look quite attractive. 3. Upstart: Down 92% from its all-time highLike Lemonade, Upstart is also using AI to disrupt an old, entrenched industry. It's trying to transform the lending business by offering an alternative to Fair Isaac's FICO credit scoring system, which has been relied upon by banks for over three decades. See, FICO only considers five core metrics when assessing a potential borrower, whereas Upstart says its AI algorithm can analyze more than 1,600, which means it can (theoretically) price credit risk more accurately. Based on the company's internal studies, that increase in accuracy has led to 43% more loan approvals at an interest rate that is 43% lower on average compared to traditional lending processes. Plus, because the analysis of each potential borrower is conducted using AI, Upstart can deliver a fully automated, instant loan approval 87% of the time. That's a significant potential cost saver for the company's bank partners. Upstart suffered on multiple fronts during 2022. Rising interest rates quelled demand for loans among consumers, and the company's funding partners weren't sure if its AI models would hold up during turbulent economic conditions. As a result, Upstart's revenue growth stalled, and investors sent its stock price plunging. As of this writing, it's trading 92% below its all-time high.But it appears most of those concerns have since been resolved, following substantial amounts of data published by Upstart proving its models still outperform traditional lending methods. At the end of the second quarter of 2023 (ended June 30), the company had 100 lending partners, which was up from 71 in the year-ago period. It proves there is a growing demand for an AI-based approach to lending. In another vote of confidence back in May, Upstart secured a $4 billion investment from asset manager Castlelake, which will go toward funding new loans. It might take years for Upstart stock to reclaim its all-time high. But consider this: The company has only originated $34 billion worth of loans since its inception, and its addressable opportunity in its two core markets -- personal loans and car loans -- is worth a whopping $925 billion each year. But that runway for growth might soon grow larger because Upstart highlighted the $2.2 trillion mortgage market in its recent investor presentation, which is a market it hasn't entered yet.Upstart is gradually emerging from the most difficult period in its history, and now might be a great time for investors to scoop up its stock for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217619509362824,"gmtCreate":1694153704133,"gmtModify":1694156126484,"author":{"id":"4133301963989642","authorId":"4133301963989642","name":"Chungcme","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133301963989642","authorIdStr":"4133301963989642"},"themes":[],"htmlText":"The Cold War is started by the USA","listText":"The Cold War is started by the USA","text":"The Cold War is started by the USA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217619509362824","repostId":"2365691851","repostType":2,"repost":{"id":"2365691851","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":1694140075,"share":"https://ttm.financial/m/news/2365691851?lang=&edition=fundamental","pubTime":"2023-09-08 10:27","market":"us","language":"en","title":"Apple Stock Is Having a Rough Week. How Far It Could Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2365691851","media":"Dow Jones","summary":"Apple is having a rough week ahead of the expected launch of the iPhone 15. Shares were falling Thursday, adding to the previous day’s losses.Investors are weighing up a potential hit to Apple (ticker","content":"<html><head></head><body><p style=\"text-align: start;\">Apple is having a rough week ahead of the expected launch of the iPhone 15. Shares were falling Thursday, adding to the previous day’s losses.</p><p style=\"text-align: start;\">Investors are weighing up a potential hit to Apple (ticker: AAPL) sales in China from a ban on government officials using iPhones at work. That is in the balance against a potential boost to the stock from the launch of the iPhone 15, expected on Tuesday. </p><p>Apple shares fell 2.9% to $177.56, its second day of losses. Shares have risen 36.9% this year so far through Thursday’s close but are down about 10% from their high of $196.45 set on July 31.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f718dae140de751d64ea67ad94a3d55f\" title=\"\" tg-width=\"504\" tg-height=\"634\"/></p><p>Since Tuesday, Apple’s stock slide has shaved $189.8 billion from its market value, to around $2.8 trillion.</p><p>The question is where does the stock go from here. Both technical analysis and the fundamentals of the business point to potential losses.</p><p>John Roque, senior managing director at 22V Research, argues that Apple stock could fall to $150, based on the company’s stock chart and past corrections after gains. </p><p style=\"text-align: start;\">Apple’s average price correction over the last decade is around 35% according to Roque. He isn’t arguing that it will be repeated this time: Such a fall would send Apple down to under $130. But Roque says the stock’s weekly upward momentum peaked in late July and has faded since then, putting a milder correction in the frame. </p><p style=\"text-align: start;\">For those investors who prefer to rely on the fundamentals, the math around the threat to Apple in China is worth a look. </p><p style=\"text-align: start;\">A ban on iPhones limited to employees of Chinese government agencies, which The Wall Street Journal reported on Wednesday, would equate to a hit of less than 500,000 units, according to Wedbush’s Daniel Ives. He said around 45 million iPhones are likely to be sold in China over the next 12 months as Apple makes “massive share gains” in the country, partly because of the iPhone 15. </p><p style=\"text-align: start;\">Ives has a 12-month target price of $230 on Apple shares. He rates it at Outperform rating.</p><p style=\"text-align: start;\">The arithmetic could change if a report from Bloomberg that China could broaden the ban from central government officials to workers at state companies proves to be correct. That would potentially expand the restrictions to millions more people, although it isn’t clear how aggressively Chinese authorities would impose the ban, or over what period. </p><p style=\"text-align: start;\">Analysts from Evercore ISI said it wasn’t clear how much of an impact this will have. It’s likely more of a headline issue than something that will materially affect financial performance, they added, maintaining their Outperform rating and $210 price target.</p><p style=\"text-align: start;\">The Evercore ISI analysts note that because China represents about 19% of Apple’s revenue, and supported more than five million jobs in China as of 2019, “it would be difficult for the [Chinese Communist Party] to take a more material action against Apple without impacting Chinese jobs.”</p><p style=\"text-align: start;\">Evercore’s China strategist Neo Wang wrote that even if the iPhone ban was expanded to strategically important companies with hundreds of thousands of employees, any ban would likely be limited to top leaders in charge of strategic planning and decision-making.</p><p style=\"text-align: start;\">Apple could draw the ire of Beijing by moving supply chains out of China at a pace or to a degree that makes officials feel uncomfortable, Wang said. If that were the case, it wouldn’t be surprising for Beijing to “punish Apple by playing the ‘security’ card excessively.”</p><p style=\"text-align: start;\">Huawei could benefit from any iPhone bans. It is hoping to seize back market share with its Mate 60 smartphone line, which is priced competitively relative to Apple’s devices. Huawei’s smartphone business has suffered under U.S. sanctions, which have left it trailing behind in key technical capacities such as 5G connections.</p><p>A partial rebound from Huawei, taking back 10 million units a year from iPhone sales in China, would hit Apple’s earnings per share by 11 cents in 2024, according to BofA Securities analysts. However, if Apple were to lose the 30 million units in China that it has gained since sanctions on Huawei began in 2019, the hit would be 34 cents, they calculate. </p><p style=\"text-align: start;\">Apple is currently forecast to deliver earnings per share of $6.46 in 2024, according to BofA Securities. The stock traded at around 27 times that forecast as of Thursday morning. If that ratio remained the same and EPS were 34 cents lower, at $6.12, that would imply a valuation of around $165.</p><p style=\"text-align: start;\">These are only rough calculations, and that isn’t the BofA base case. They have a target of $210 for the price. The launch of the iPhone 15 could boost the price more than expected, or the Chinese bans could turn out to be less strict than feared.</p><p style=\"text-align: start;\">For now, though, the bears have a toehold when it comes to Apple stock.</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>Apple Stock Is Having a Rough Week. How Far It Could Fall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Having a Rough Week. How Far It Could Fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-09-08 10:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Apple is having a rough week ahead of the expected launch of the iPhone 15. Shares were falling Thursday, adding to the previous day’s losses.</p><p style=\"text-align: start;\">Investors are weighing up a potential hit to Apple (ticker: AAPL) sales in China from a ban on government officials using iPhones at work. That is in the balance against a potential boost to the stock from the launch of the iPhone 15, expected on Tuesday. </p><p>Apple shares fell 2.9% to $177.56, its second day of losses. Shares have risen 36.9% this year so far through Thursday’s close but are down about 10% from their high of $196.45 set on July 31.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f718dae140de751d64ea67ad94a3d55f\" title=\"\" tg-width=\"504\" tg-height=\"634\"/></p><p>Since Tuesday, Apple’s stock slide has shaved $189.8 billion from its market value, to around $2.8 trillion.</p><p>The question is where does the stock go from here. Both technical analysis and the fundamentals of the business point to potential losses.</p><p>John Roque, senior managing director at 22V Research, argues that Apple stock could fall to $150, based on the company’s stock chart and past corrections after gains. </p><p style=\"text-align: start;\">Apple’s average price correction over the last decade is around 35% according to Roque. He isn’t arguing that it will be repeated this time: Such a fall would send Apple down to under $130. But Roque says the stock’s weekly upward momentum peaked in late July and has faded since then, putting a milder correction in the frame. </p><p style=\"text-align: start;\">For those investors who prefer to rely on the fundamentals, the math around the threat to Apple in China is worth a look. </p><p style=\"text-align: start;\">A ban on iPhones limited to employees of Chinese government agencies, which The Wall Street Journal reported on Wednesday, would equate to a hit of less than 500,000 units, according to Wedbush’s Daniel Ives. He said around 45 million iPhones are likely to be sold in China over the next 12 months as Apple makes “massive share gains” in the country, partly because of the iPhone 15. </p><p style=\"text-align: start;\">Ives has a 12-month target price of $230 on Apple shares. He rates it at Outperform rating.</p><p style=\"text-align: start;\">The arithmetic could change if a report from Bloomberg that China could broaden the ban from central government officials to workers at state companies proves to be correct. That would potentially expand the restrictions to millions more people, although it isn’t clear how aggressively Chinese authorities would impose the ban, or over what period. </p><p style=\"text-align: start;\">Analysts from Evercore ISI said it wasn’t clear how much of an impact this will have. It’s likely more of a headline issue than something that will materially affect financial performance, they added, maintaining their Outperform rating and $210 price target.</p><p style=\"text-align: start;\">The Evercore ISI analysts note that because China represents about 19% of Apple’s revenue, and supported more than five million jobs in China as of 2019, “it would be difficult for the [Chinese Communist Party] to take a more material action against Apple without impacting Chinese jobs.”</p><p style=\"text-align: start;\">Evercore’s China strategist Neo Wang wrote that even if the iPhone ban was expanded to strategically important companies with hundreds of thousands of employees, any ban would likely be limited to top leaders in charge of strategic planning and decision-making.</p><p style=\"text-align: start;\">Apple could draw the ire of Beijing by moving supply chains out of China at a pace or to a degree that makes officials feel uncomfortable, Wang said. If that were the case, it wouldn’t be surprising for Beijing to “punish Apple by playing the ‘security’ card excessively.”</p><p style=\"text-align: start;\">Huawei could benefit from any iPhone bans. It is hoping to seize back market share with its Mate 60 smartphone line, which is priced competitively relative to Apple’s devices. Huawei’s smartphone business has suffered under U.S. sanctions, which have left it trailing behind in key technical capacities such as 5G connections.</p><p>A partial rebound from Huawei, taking back 10 million units a year from iPhone sales in China, would hit Apple’s earnings per share by 11 cents in 2024, according to BofA Securities analysts. However, if Apple were to lose the 30 million units in China that it has gained since sanctions on Huawei began in 2019, the hit would be 34 cents, they calculate. </p><p style=\"text-align: start;\">Apple is currently forecast to deliver earnings per share of $6.46 in 2024, according to BofA Securities. The stock traded at around 27 times that forecast as of Thursday morning. If that ratio remained the same and EPS were 34 cents lower, at $6.12, that would imply a valuation of around $165.</p><p style=\"text-align: start;\">These are only rough calculations, and that isn’t the BofA base case. They have a target of $210 for the price. The launch of the iPhone 15 could boost the price more than expected, or the Chinese bans could turn out to be less strict than feared.</p><p style=\"text-align: start;\">For now, though, the bears have a toehold when it comes to Apple stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4573":"虚拟现实","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4505":"高瓴资本持仓","BK4512":"苹果概念","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4170":"电脑硬件、储存设备及电脑周边","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","AAPL":"苹果","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4553":"喜马拉雅资本持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4534":"瑞士信贷持仓","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4566":"资本集团","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4559":"巴菲特持仓","BK4527":"明星科技股","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365691851","content_text":"Apple is having a rough week ahead of the expected launch of the iPhone 15. Shares were falling Thursday, adding to the previous day’s losses.Investors are weighing up a potential hit to Apple (ticker: AAPL) sales in China from a ban on government officials using iPhones at work. That is in the balance against a potential boost to the stock from the launch of the iPhone 15, expected on Tuesday. Apple shares fell 2.9% to $177.56, its second day of losses. Shares have risen 36.9% this year so far through Thursday’s close but are down about 10% from their high of $196.45 set on July 31.Since Tuesday, Apple’s stock slide has shaved $189.8 billion from its market value, to around $2.8 trillion.The question is where does the stock go from here. Both technical analysis and the fundamentals of the business point to potential losses.John Roque, senior managing director at 22V Research, argues that Apple stock could fall to $150, based on the company’s stock chart and past corrections after gains. Apple’s average price correction over the last decade is around 35% according to Roque. He isn’t arguing that it will be repeated this time: Such a fall would send Apple down to under $130. But Roque says the stock’s weekly upward momentum peaked in late July and has faded since then, putting a milder correction in the frame. For those investors who prefer to rely on the fundamentals, the math around the threat to Apple in China is worth a look. A ban on iPhones limited to employees of Chinese government agencies, which The Wall Street Journal reported on Wednesday, would equate to a hit of less than 500,000 units, according to Wedbush’s Daniel Ives. He said around 45 million iPhones are likely to be sold in China over the next 12 months as Apple makes “massive share gains” in the country, partly because of the iPhone 15. Ives has a 12-month target price of $230 on Apple shares. He rates it at Outperform rating.The arithmetic could change if a report from Bloomberg that China could broaden the ban from central government officials to workers at state companies proves to be correct. That would potentially expand the restrictions to millions more people, although it isn’t clear how aggressively Chinese authorities would impose the ban, or over what period. Analysts from Evercore ISI said it wasn’t clear how much of an impact this will have. It’s likely more of a headline issue than something that will materially affect financial performance, they added, maintaining their Outperform rating and $210 price target.The Evercore ISI analysts note that because China represents about 19% of Apple’s revenue, and supported more than five million jobs in China as of 2019, “it would be difficult for the [Chinese Communist Party] to take a more material action against Apple without impacting Chinese jobs.”Evercore’s China strategist Neo Wang wrote that even if the iPhone ban was expanded to strategically important companies with hundreds of thousands of employees, any ban would likely be limited to top leaders in charge of strategic planning and decision-making.Apple could draw the ire of Beijing by moving supply chains out of China at a pace or to a degree that makes officials feel uncomfortable, Wang said. If that were the case, it wouldn’t be surprising for Beijing to “punish Apple by playing the ‘security’ card excessively.”Huawei could benefit from any iPhone bans. It is hoping to seize back market share with its Mate 60 smartphone line, which is priced competitively relative to Apple’s devices. Huawei’s smartphone business has suffered under U.S. sanctions, which have left it trailing behind in key technical capacities such as 5G connections.A partial rebound from Huawei, taking back 10 million units a year from iPhone sales in China, would hit Apple’s earnings per share by 11 cents in 2024, according to BofA Securities analysts. However, if Apple were to lose the 30 million units in China that it has gained since sanctions on Huawei began in 2019, the hit would be 34 cents, they calculate. Apple is currently forecast to deliver earnings per share of $6.46 in 2024, according to BofA Securities. The stock traded at around 27 times that forecast as of Thursday morning. If that ratio remained the same and EPS were 34 cents lower, at $6.12, that would imply a valuation of around $165.These are only rough calculations, and that isn’t the BofA base case. They have a target of $210 for the price. The launch of the iPhone 15 could boost the price more than expected, or the Chinese bans could turn out to be less strict than feared.For now, though, the bears have a toehold when it comes to Apple stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}