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Sufiknight

Sufiknight

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2021-04-19

$GameStop(GME)$third round of short squeeze could be on the cards soon

2021-04-12

$SINGAPORE AIRLINES LTD(C6L.SI)$BB is tightening. A breakdown seems imminent. Technically, looks poised to retest $5.50 in the near term.

2021-04-15

$SINGAPORE AIRLINES LTD(C6L.SI)$wait for the price to drop to 4.80 - 5.20 before buying.

2021-04-11

I agree. TME is like Spotify. A great growth company with recurring revenues

抱歉，原内容已删除

2021-04-27

GOOG remains a long term buy even at current levels

Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>

2021-04-25

Well said. I kinda agree with his views.

抱歉，原内容已删除

2021-04-24

$Alibaba(BABA)$a value and growth stock.

2021-04-16

Indeed. Squeeze by AMD and now NVDA

Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote>

2021-05-12

$SINGAPORE AIRLINES LTD(C6L.SI)$In the near term, more consolidation can be expected if it fails to close above $4.80. Next fibo retracement level is at $4.49.

2021-04-27

Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.

Tesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>

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href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>In the near term, more&nbsp;consolidation can be expected if it fails to close above $4.80. 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Next fibo retracement level is at $4.49.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193693905","isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106710795,"gmtCreate":1620144523417,"gmtModify":1634207459311,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Waiting patiently. I believe it is still early days to enter tech stocks again.&nbsp;Wait for the dust to settle in the next 1 - 2 months.&nbsp;","listText":"Waiting patiently. I believe it is still early days to enter tech stocks again.&nbsp;Wait for the dust to settle in the next 1 - 2 months.&nbsp;","text":"Waiting patiently. I believe it is still early days to enter tech stocks again. Wait for the dust to settle in the next 1 - 2 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106710795","repostId":"1140575890","repostType":4,"repost":{"id":"1140575890","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620141444,"share":"https://www.laohu8.com/m/news/1140575890?lang=zh_CN&edition=full","pubTime":"2021-05-04 23:17","market":"us","language":"en","title":"Yellen says interest rates may have to rise somewhat to make sure economy doesn't overheat<blockquote>耶伦表示，利率可能必须有所上升，以确保经济不会过热</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140575890","media":"Tiger Newspress","summary":"(May 4) Treasury Secretary Janet Yellen conceded Tuesday that interest rates may have to rise to kee","content":"<p>(May 4)&nbsp;Treasury Secretary Janet Yellen conceded Tuesday that interest rates may have to rise to keep a lid on the burgeoning growth of the U.S. economy brought on by trillions in government stimulus spending.</p><p><blockquote>（5月4日）美国财政部长珍妮特·耶伦（Janet Yellen）周二承认，利率可能必须上升，以抑制数万亿政府刺激支出带来的美国经济快速增长。</blockquote></p><p>\"It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat,\" Yellen said during a economic seminar presented by Th Atlantic. \"Even though additional spending is relatively small to the size of the economy, it could causae some very modest increases in interest rates.\"</p><p><blockquote>耶伦在Th Atlantic举办的经济研讨会上表示：“利率可能必须有所上升，以确保我们的经济不会过热。”“尽管额外支出相对于经济规模来说相对较小，但它可能会导致利率出现一些非常温和的上涨。”</blockquote></p><p>\"But these are investments our economy needs to be competitive and productive,\" she added.</p><p><blockquote>“但这些都是我们的经济保持竞争力和生产力所需的投资，”她补充道。</blockquote></p><p>Nasdaq fell&nbsp;over 2%&nbsp;for&nbsp;now.</p><p><blockquote>纳斯达克目前跌幅超过2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/de3525661b3a7db28a0797ab745db67b\" tg-width=\"629\" tg-height=\"479\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ec61efef423e545861c0ca0126af9332\" tg-width=\"1866\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></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>Yellen says interest rates may have to rise somewhat to make sure economy doesn't overheat<blockquote>耶伦表示，利率可能必须有所上升，以确保经济不会过热</blockquote></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; 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#7E829C; margin: 0;}\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\">\nYellen says interest rates may have to rise somewhat to make sure economy doesn't overheat<blockquote>耶伦表示，利率可能必须有所上升，以确保经济不会过热</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-04 23:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(May 4)&nbsp;Treasury Secretary Janet Yellen conceded Tuesday that interest rates may have to rise to keep a lid on the burgeoning growth of the U.S. economy brought on by trillions in government stimulus spending.</p><p><blockquote>（5月4日）美国财政部长珍妮特·耶伦（Janet Yellen）周二承认，利率可能必须上升，以抑制数万亿政府刺激支出带来的美国经济快速增长。</blockquote></p><p>\"It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat,\" Yellen said during a economic seminar presented by Th Atlantic. \"Even though additional spending is relatively small to the size of the economy, it could causae some very modest increases in interest rates.\"</p><p><blockquote>耶伦在Th Atlantic举办的经济研讨会上表示：“利率可能必须有所上升，以确保我们的经济不会过热。”“尽管额外支出相对于经济规模来说相对较小，但它可能会导致利率出现一些非常温和的上涨。”</blockquote></p><p>\"But these are investments our economy needs to be competitive and productive,\" she added.</p><p><blockquote>“但这些都是我们的经济保持竞争力和生产力所需的投资，”她补充道。</blockquote></p><p>Nasdaq fell&nbsp;over 2%&nbsp;for&nbsp;now.</p><p><blockquote>纳斯达克目前跌幅超过2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/de3525661b3a7db28a0797ab745db67b\" tg-width=\"629\" tg-height=\"479\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ec61efef423e545861c0ca0126af9332\" tg-width=\"1866\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140575890","content_text":"(May 4) Treasury Secretary Janet Yellen conceded Tuesday that interest rates may have to rise to keep a lid on the burgeoning growth of the U.S. economy brought on by trillions in government stimulus spending.\"It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat,\" Yellen said during a economic seminar presented by Th Atlantic. \"Even though additional spending is relatively small to the size of the economy, it could causae some very modest increases in interest rates.\"\"But these are investments our economy needs to be competitive and productive,\" she added.Nasdaq fell over 2% for now.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377432771,"gmtCreate":1619546278593,"gmtModify":1631887201733,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a>fly me to the moon...","listText":"<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a>fly me to the moon...","text":"$Microvision(MVIS)$fly me to the moon...","images":[{"img":"https://static.tigerbbs.com/705b506934579bac7498e723662bbd2b","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377432771","isVote":1,"tweetType":1,"viewCount":2865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377562174,"gmtCreate":1619536824298,"gmtModify":1634211950812,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"GOOG remains a long term buy even at current levels","listText":"GOOG remains a long term buy even at current levels","text":"GOOG remains a long term buy even at current levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377562174","repostId":"1163748553","repostType":2,"repost":{"id":"1163748553","kind":"news","pubTimestamp":1619536118,"share":"https://www.laohu8.com/m/news/1163748553?lang=zh_CN&edition=full","pubTime":"2021-04-27 23:08","market":"us","language":"en","title":"Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163748553","media":"Yahoo","summary":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market clos","content":"<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）将于周二收盘后公布第一季度财报，这家科技巨头的业绩可能会因疫苗主导的复苏而受到广告业务回升的提振。</blockquote></p><p> Here's what Wall Street expects to see from Alphabet's results:</p><p><blockquote>以下是华尔街期望从Alphabet的业绩中看到的情况：</blockquote></p><p> <ul>  <li><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p><p><blockquote><ul><li><b>第一季度收入，不包括流量获取成本：</b>预期为425.4亿美元，去年同期为337.1亿美元</li></ul></blockquote></p><p></li>  <li><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p><p><blockquote><li><b>第一季度GAAP每股收益：</b>预期为15.64美元，去年同期为10.79美元</li></blockquote></p><p></li> </ul> Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p><p><blockquote>在所有大型科技股“FAANG”中，Alphabet的股价在2020年的涨幅最不令人印象深刻，尽管去年科技股表现优异的更广泛趋势。该公司的业绩被视为与大流行后经济重新开放的步伐密切相关。Alphabet通过搜索和YouTube的核心广告收入面向旅游和其他高接触行业的营销人员，以及深受疫情影响的小企业。</blockquote></p><p> Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p><p><blockquote>总体而言，谷歌广告收入预计将比去年增长25%，占整体销售额的绝大多数。YouTube广告可能增长42%，达到58亿美元。</blockquote></p><p> \"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p><p><blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)上周在一份报告中写道：“受COVID-19严重影响的广告商重返搜索（旅游广告商）和YouTube（品牌广告商），谷歌搜索和YouTube广告可能会带来有意义的上涨。”</blockquote></p><p> Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&amp;P 500's 11.5% gain over that time period.</p><p><blockquote>在这种改善的背景下，Alphabet股票去年相对于大型科技同行的表现不佳的情况在2021年迄今为止有所逆转。截至周一收盘，该股已上涨32%，远远超过标普500同期11.5%的涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p><p><blockquote>乌克兰-2021/04/09：在这张照片插图中，Alphabet和谷歌的标志显示在智能手机上。（照片插图由Igor Golovniov/SOPA Images/LightRocket via Getty Images提供）</blockquote></p><p> Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p><p><blockquote>然而，一些人指出，由于该公司是“重新开放贸易”的已知受益者，因此在交付给华尔街留下深刻印象的第一季度业绩时，它可能很难清除障碍。其他人则提出了相反的建议。</blockquote></p><p> \"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p><p><blockquote>Oppenheimer高级分析师Jason Helstein周一对雅虎财经表示：“我们认为Alphabet的预期实际上是最低的，部分原因是它是最明显的重新开放股票。”他们对当地的接触最多。所以我们认为，你知道，在某种程度上，你会认为期望会更高，当我们完成自己的工作时，我们实际上认为在科技集团内部，这实际上是盈利的最佳设置。”</blockquote></p><p> \"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p><p><blockquote>“很多人看着Alphabet说，这家公司这么大，能保持高速增长吗？他们就是有这种令人惊讶的能力。我们认为他们的广告今年将增长26%，比华尔街高出两个百分点。我们预计明年的增长率为17%，比华尔街高出5个百分点。”</blockquote></p><p> Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p><p><blockquote>谷歌业务的其他较小领域预计将在今年前三个月继续强劲增长。据普遍预测，谷歌云第一季度的收入可能会超过40亿美元，比去年增长44%。虽然与微软Azure和Amazon Web Services等竞争对手相比，该公司的云平台仍然较小，但该公司的平台保持了超过40%的令人印象深刻的同比增长，继续在云计算领域获得市场份额。</blockquote></p><p> <i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p><p><blockquote><i>这篇文章将在周二收盘后更新Alphabet第二季度业绩。请回来查看更新。</i></blockquote></p><p></p>","source":"lsy1584348713084","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-04-27 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）将于周二收盘后公布第一季度财报，这家科技巨头的业绩可能会因疫苗主导的复苏而受到广告业务回升的提振。</blockquote></p><p> Here's what Wall Street expects to see from Alphabet's results:</p><p><blockquote>以下是华尔街期望从Alphabet的业绩中看到的情况：</blockquote></p><p> <ul>  <li><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p><p><blockquote><ul><li><b>第一季度收入，不包括流量获取成本：</b>预期为425.4亿美元，去年同期为337.1亿美元</li></ul></blockquote></p><p></li>  <li><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p><p><blockquote><li><b>第一季度GAAP每股收益：</b>预期为15.64美元，去年同期为10.79美元</li></blockquote></p><p></li> </ul> Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p><p><blockquote>在所有大型科技股“FAANG”中，Alphabet的股价在2020年的涨幅最不令人印象深刻，尽管去年科技股表现优异的更广泛趋势。该公司的业绩被视为与大流行后经济重新开放的步伐密切相关。Alphabet通过搜索和YouTube的核心广告收入面向旅游和其他高接触行业的营销人员，以及深受疫情影响的小企业。</blockquote></p><p> Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p><p><blockquote>总体而言，谷歌广告收入预计将比去年增长25%，占整体销售额的绝大多数。YouTube广告可能增长42%，达到58亿美元。</blockquote></p><p> \"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p><p><blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)上周在一份报告中写道：“受COVID-19严重影响的广告商重返搜索（旅游广告商）和YouTube（品牌广告商），谷歌搜索和YouTube广告可能会带来有意义的上涨。”</blockquote></p><p> Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&amp;P 500's 11.5% gain over that time period.</p><p><blockquote>在这种改善的背景下，Alphabet股票去年相对于大型科技同行的表现不佳的情况在2021年迄今为止有所逆转。截至周一收盘，该股已上涨32%，远远超过标普500同期11.5%的涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p><p><blockquote>乌克兰-2021/04/09：在这张照片插图中，Alphabet和谷歌的标志显示在智能手机上。（照片插图由Igor Golovniov/SOPA Images/LightRocket via Getty Images提供）</blockquote></p><p> Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p><p><blockquote>然而，一些人指出，由于该公司是“重新开放贸易”的已知受益者，因此在交付给华尔街留下深刻印象的第一季度业绩时，它可能很难清除障碍。其他人则提出了相反的建议。</blockquote></p><p> \"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p><p><blockquote>Oppenheimer高级分析师Jason Helstein周一对雅虎财经表示：“我们认为Alphabet的预期实际上是最低的，部分原因是它是最明显的重新开放股票。”他们对当地的接触最多。所以我们认为，你知道，在某种程度上，你会认为期望会更高，当我们完成自己的工作时，我们实际上认为在科技集团内部，这实际上是盈利的最佳设置。”</blockquote></p><p> \"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p><p><blockquote>“很多人看着Alphabet说，这家公司这么大，能保持高速增长吗？他们就是有这种令人惊讶的能力。我们认为他们的广告今年将增长26%，比华尔街高出两个百分点。我们预计明年的增长率为17%，比华尔街高出5个百分点。”</blockquote></p><p> Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p><p><blockquote>谷歌业务的其他较小领域预计将在今年前三个月继续强劲增长。据普遍预测，谷歌云第一季度的收入可能会超过40亿美元，比去年增长44%。虽然与微软Azure和Amazon Web Services等竞争对手相比，该公司的云平台仍然较小，但该公司的平台保持了超过40%的令人印象深刻的同比增长，继续在云计算领域获得市场份额。</blockquote></p><p> <i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p><p><blockquote><i>这篇文章将在周二收盘后更新Alphabet第二季度业绩。请回来查看更新。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html\">Yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163748553","content_text":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.\nHere's what Wall Street expects to see from Alphabet's results:\n\nQ1 Revenue, excluding traffic acquisitions costs:$42.54 billion expected vs. $33.71 billion year-over-year\nQ1 GAAP earnings per share:$15.64 expected vs. $10.79 year-over-year\n\nOf all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.\nOverall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.\n\"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.\nAgainst this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&P 500's 11.5% gain over that time period.\nUKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)\nSome, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.\n\"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"\n\"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"\nOther, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.\nThis post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377587093,"gmtCreate":1619536204012,"gmtModify":1634211954430,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.&nbsp;","listText":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.&nbsp;","text":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377587093","repostId":"1119653987","repostType":2,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://www.laohu8.com/m/news/1119653987?lang=zh_CN&edition=full","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>在特斯拉(TSLA-2.5%)首席执行官Elon Musk描述了除芯片短缺之外的整个零部件供应链的“疯狂困难”后，电动汽车股受到关注。“这是一个大问题，”他在昨晚的电话会议上指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速扫描显示，尽管似乎存在担忧，但电动汽车股票在早盘交易中表现良好：Fisker(FSR-1.6%)、Canoo(GOEV+0.6%)、蔚来(NIO+0.0%)、Lordstown Motors(RIDE-0.1%)、Blink Charging(BLNK+1.0%)、ChargePoint Holdings(CHPT+0.2%)、小鹏汽车(XPEV-1.3%)、Nikola(NKLA+3.4%)、Arrival(ARVL+2.6%)和理想汽车(LI-0.4%)。中国特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对电动汽车母舰财报的反应正在涌入。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity分析师Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度盈利后将PT下调至974美元（之前为1,071美元），这是基于应用我们24年EV/EBITDA估计18B美元的60倍。虽然我们承认丰富的倍数，但我们也相信TSLA保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加州，由于向可再生能源过渡，加州的电力供应已低于总峰值和净峰值需求，导致能源需求缺口需要通过从其他州进口来弥补。我们预计发电和存储业务将加速增长，25年收入保守增长超过8B美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>Morgan Stanley分析师Adam Jonas：“我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期有大幅下调的空间。我们还认为，围绕‘完全自主’商业增长的预期也相当过度炒作，在我们看来。与此同时，我们认为特斯拉制造基地（汽车和电池）的扩张以及新产品类别的推出可能被低估。我们看到特斯拉正在成为世界各国政府的‘主承包商’，这些政府希望在未来几年部署可再生能源/可持续交通基础设施计划。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities分析师Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要X变量，这意味着该公司重申而不是提高其2021年50%的交付量增长（可能超过），这一数字很可能会超过我们认为，如果供应链在2小时内开始正常化，将超过10万至15万辆汽车。虽然看空者将重点关注芯片短缺问题，破坏2021年特斯拉的电动汽车派对，但我们认为现实是全球对特斯拉电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产建设似乎按计划进行，并且该公司拥有宝箱和现金流，可以为未来十年电动汽车军备竞赛中的未来研发/资本支出提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨超出了预期。</blockquote></p><p></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>Tesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>在特斯拉(TSLA-2.5%)首席执行官Elon Musk描述了除芯片短缺之外的整个零部件供应链的“疯狂困难”后，电动汽车股受到关注。“这是一个大问题，”他在昨晚的电话会议上指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速扫描显示，尽管似乎存在担忧，但电动汽车股票在早盘交易中表现良好：Fisker(FSR-1.6%)、Canoo(GOEV+0.6%)、蔚来(NIO+0.0%)、Lordstown Motors(RIDE-0.1%)、Blink Charging(BLNK+1.0%)、ChargePoint Holdings(CHPT+0.2%)、小鹏汽车(XPEV-1.3%)、Nikola(NKLA+3.4%)、Arrival(ARVL+2.6%)和理想汽车(LI-0.4%)。中国特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对电动汽车母舰财报的反应正在涌入。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity分析师Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度盈利后将PT下调至974美元（之前为1,071美元），这是基于应用我们24年EV/EBITDA估计18B美元的60倍。虽然我们承认丰富的倍数，但我们也相信TSLA保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加州，由于向可再生能源过渡，加州的电力供应已低于总峰值和净峰值需求，导致能源需求缺口需要通过从其他州进口来弥补。我们预计发电和存储业务将加速增长，25年收入保守增长超过8B美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>Morgan Stanley分析师Adam Jonas：“我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期有大幅下调的空间。我们还认为，围绕‘完全自主’商业增长的预期也相当过度炒作，在我们看来。与此同时，我们认为特斯拉制造基地（汽车和电池）的扩张以及新产品类别的推出可能被低估。我们看到特斯拉正在成为世界各国政府的‘主承包商’，这些政府希望在未来几年部署可再生能源/可持续交通基础设施计划。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities分析师Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要X变量，这意味着该公司重申而不是提高其2021年50%的交付量增长（可能超过），这一数字很可能会超过我们认为，如果供应链在2小时内开始正常化，将超过10万至15万辆汽车。虽然看空者将重点关注芯片短缺问题，破坏2021年特斯拉的电动汽车派对，但我们认为现实是全球对特斯拉电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产建设似乎按计划进行，并且该公司拥有宝箱和现金流，可以为未来十年电动汽车军备竞赛中的未来研发/资本支出提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨超出了预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374579144,"gmtCreate":1619471750388,"gmtModify":1634273272401,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>nice...post market up another 13%","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>nice...post market up another 13%","text":"$GameStop(GME)$nice...post market up another 13%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374579144","isVote":1,"tweetType":1,"viewCount":3501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374543734,"gmtCreate":1619468704628,"gmtModify":1634273277827,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>HODL?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>HODL?","text":"$Tesla Motors(TSLA)$HODL?","images":[{"img":"https://static.tigerbbs.com/1b077ae78a4147ee9b26032fe1628dea","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374543734","isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374543473,"gmtCreate":1619468651692,"gmtModify":1634273277948,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"In line with expectations","listText":"In line with expectations","text":"In line with expectations","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374543473","repostId":"2130343955","repostType":2,"repost":{"id":"2130343955","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":1619468443,"share":"https://www.laohu8.com/m/news/2130343955?lang=zh_CN&edition=full","pubTime":"2021-04-27 04:20","market":"sh","language":"en","title":"BRIEF-Tesla Reports Q1 Non-GAAP Earnings Of $0.93 Per Share<blockquote>简报-特斯拉报告第一季度非GAAP每股收益为0.93美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130343955","media":"Reuters","summary":"April 26 (Reuters) - Tesla Inc   :   * QUARTERLY NON-GAAP EARNINGS PER SHARE $0.93   * QUARTERLY GAA","content":"<p><html><body>April 26 (Reuters) - Tesla Inc   :</p><p><blockquote><html><body>路透4月26日-特斯拉公司：</body></html></blockquote></p><p>   * QUARTERLY NON-GAAP EARNINGS PER SHARE $0.93</p><p><blockquote>*季度非公认会计准则每股收益0.93美元</blockquote></p><p>   * QUARTERLY GAAP EARNINGS PER SHARE $0.39</p><p><blockquote>*季度GAAP每股收益0.39美元</blockquote></p><p>   * Q1 EARNINGS PER SHARE VIEW $0.79, REVENUE VIEW $10.29 BILLION -- REFINITIV IBES DATA</p><p><blockquote>*第一季度每股收益为0.79美元，收入为102.9亿美元——REFINITIV IBES数据</blockquote></p><p>   * SAYS IN FREMONT, MODEL Y PRODUCTION CONTINUED TO RAMP SUCCESSFULLY AND IS APPROACHING FULL CAPACITY</p><p><blockquote>*弗里蒙特表示，MODEL Y的产量继续成功提升，并已接近满负荷生产</blockquote></p><p>   * SAYS IN TEXAS, FACTORY BUILDOUT CONTINUES TO PROGRESS QUICKLY, REMAINING ON TRACK TO START PRODUCTION AND DELIVERIES LATE THIS YEAR</p><p><blockquote>*表示在德克萨斯州，工厂建设继续快速进展，有望在今年晚些时候开始生产和交付</blockquote></p><p>   * SAYS EXPECT SHANGHAI FACTORY WILL CONTINUE TO INCREASE QUARTERLY PRODUCTION OUTPUT THROUGH THE YEAR</p><p><blockquote>*表示预计上海工厂全年将继续增加季度产量</blockquote></p><p>   * SAYS RECENTLY IMPROVED DOMESTIC SUPPLY SOURCING RATIO IN CHINA TO OVER 90%</p><p><blockquote>*表示最近将中国国内货源采购比率提高至90%以上</blockquote></p><p>   * SAYS BUILDOUT OF GIGAFACTORY BERLIN CONTINUING TO MOVE FORWARD, WITH PRODUCTION AND DELIVERIES REMAINING ON TRACK FOR LATE 2021</p><p><blockquote>*表示柏林超级工厂的建设将继续推进，2021年底的生产和交付仍按计划进行</blockquote></p><p>Source text: () Further company coverage:   </p><p><blockquote>源文本：()更多公司报道：</blockquote></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p><p><blockquote>（（Reuters.Briefs@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></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>BRIEF-Tesla Reports Q1 Non-GAAP Earnings Of $0.93 Per Share<blockquote>简报-特斯拉报告第一季度非GAAP每股收益为0.93美元</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBRIEF-Tesla Reports Q1 Non-GAAP Earnings Of $0.93 Per Share<blockquote>简报-特斯拉报告第一季度非GAAP每股收益为0.93美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\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 smaller\">2021-04-27 04:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>April 26 (Reuters) - Tesla Inc   :</p><p><blockquote><html><body>路透4月26日-特斯拉公司：</body></html></blockquote></p><p>   * QUARTERLY NON-GAAP EARNINGS PER SHARE $0.93</p><p><blockquote>*季度非公认会计准则每股收益0.93美元</blockquote></p><p>   * QUARTERLY GAAP EARNINGS PER SHARE $0.39</p><p><blockquote>*季度GAAP每股收益0.39美元</blockquote></p><p>   * Q1 EARNINGS PER SHARE VIEW $0.79, REVENUE VIEW $10.29 BILLION -- REFINITIV IBES DATA</p><p><blockquote>*第一季度每股收益为0.79美元，收入为102.9亿美元——REFINITIV IBES数据</blockquote></p><p>   * SAYS IN FREMONT, MODEL Y PRODUCTION CONTINUED TO RAMP SUCCESSFULLY AND IS APPROACHING FULL CAPACITY</p><p><blockquote>*弗里蒙特表示，MODEL Y的产量继续成功提升，并已接近满负荷生产</blockquote></p><p>   * SAYS IN TEXAS, FACTORY BUILDOUT CONTINUES TO PROGRESS QUICKLY, REMAINING ON TRACK TO START PRODUCTION AND DELIVERIES LATE THIS YEAR</p><p><blockquote>*表示在德克萨斯州，工厂建设继续快速进展，有望在今年晚些时候开始生产和交付</blockquote></p><p>   * SAYS EXPECT SHANGHAI FACTORY WILL CONTINUE TO INCREASE QUARTERLY PRODUCTION OUTPUT THROUGH THE YEAR</p><p><blockquote>*表示预计上海工厂全年将继续增加季度产量</blockquote></p><p>   * SAYS RECENTLY IMPROVED DOMESTIC SUPPLY SOURCING RATIO IN CHINA TO OVER 90%</p><p><blockquote>*表示最近将中国国内货源采购比率提高至90%以上</blockquote></p><p>   * SAYS BUILDOUT OF GIGAFACTORY BERLIN CONTINUING TO MOVE FORWARD, WITH PRODUCTION AND DELIVERIES REMAINING ON TRACK FOR LATE 2021</p><p><blockquote>*表示柏林超级工厂的建设将继续推进，2021年底的生产和交付仍按计划进行</blockquote></p><p>Source text: () Further company coverage:   </p><p><blockquote>源文本：()更多公司报道：</blockquote></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p><p><blockquote>（（Reuters.Briefs@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"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":"2130343955","content_text":"April 26 (Reuters) - Tesla Inc   :   * QUARTERLY NON-GAAP EARNINGS PER SHARE $0.93   * QUARTERLY GAAP EARNINGS PER SHARE $0.39   * Q1 EARNINGS PER SHARE VIEW $0.79, REVENUE VIEW $10.29 BILLION -- REFINITIV IBES DATA   * SAYS IN FREMONT, MODEL Y PRODUCTION CONTINUED TO RAMP SUCCESSFULLY AND IS APPROACHING FULL CAPACITY   * SAYS IN TEXAS, FACTORY BUILDOUT CONTINUES TO PROGRESS QUICKLY, REMAINING ON TRACK TO START PRODUCTION AND DELIVERIES LATE THIS YEAR   * SAYS EXPECT SHANGHAI FACTORY WILL CONTINUE TO INCREASE QUARTERLY PRODUCTION OUTPUT THROUGH THE YEAR   * SAYS RECENTLY IMPROVED DOMESTIC SUPPLY SOURCING RATIO IN CHINA TO OVER 90%   * SAYS BUILDOUT OF GIGAFACTORY BERLIN CONTINUING TO MOVE FORWARD, WITH PRODUCTION AND DELIVERIES REMAINING ON TRACK FOR LATE 2021Source text: () Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374583657,"gmtCreate":1619456175079,"gmtModify":1634273302584,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Third wave is here&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Third wave is here&nbsp;","text":"$GameStop(GME)$Third wave is here","images":[{"img":"https://static.tigerbbs.com/d217503769880365735e3e20978d28f1","width":"720","height":"2104"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374583657","isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375568823,"gmtCreate":1619363539062,"gmtModify":1634274006200,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Well said. I kinda agree with his views.&nbsp;","listText":"Well said. I kinda agree with his views.&nbsp;","text":"Well said. I kinda agree with his views.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375568823","repostId":"1159622467","repostType":2,"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372680286,"gmtCreate":1619200334045,"gmtModify":1634287796426,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>a value and growth stock.&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>a value and growth stock.&nbsp;","text":"$Alibaba(BABA)$a value and growth stock.","images":[{"img":"https://static.tigerbbs.com/18632c4ae3ccfd3bac49b11072ca62e7","width":"720","height":"2218"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372680286","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378290072,"gmtCreate":1619042338096,"gmtModify":1634289092296,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Will it test $800 or $690 next week?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Will it test $800 or $690 next week?","text":"$Tesla Motors(TSLA)$Will it test $800 or $690 next week?","images":[{"img":"https://static.tigerbbs.com/c9f888a40b19a27d191dfebbeade3da3","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378290072","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378824182,"gmtCreate":1619016921446,"gmtModify":1634289180577,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"PLTR is a buy if you have a 5 years investment horizon.&nbsp;","listText":"PLTR is a buy if you have a 5 years investment horizon.&nbsp;","text":"PLTR is a buy if you have a 5 years investment horizon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378824182","repostId":"2129073871","repostType":4,"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378833599,"gmtCreate":1619014472711,"gmtModify":1634289205156,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Means a big correction is coming next month. Stay tuned.","listText":"Means a big correction is coming next month. Stay tuned.","text":"Means a big correction is coming next month. Stay tuned.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378833599","repostId":"1138827456","repostType":4,"repost":{"id":"1138827456","kind":"news","pubTimestamp":1619011924,"share":"https://www.laohu8.com/m/news/1138827456?lang=zh_CN&edition=full","pubTime":"2021-04-21 21:32","market":"us","language":"en","title":"Money Isn’t Pouring Into U.S. Stocks. What That Means for the Market.<blockquote>资金并没有涌入美国股市。这对市场意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138827456","media":"Barrons","summary":"Many investors are already fully invested in the U.S. stock market—a negative signal for share prices.Money hasn’t exactly been flowing aggressively into stocks recently and that trend is unlikely to reverse itself any time soon. It may seem counterintuitive, given that the market has run up considerably this year, but fund managers just aren’t receiving huge amounts of capital to deploy.The net flow of money into U.S. mutual and exchange-traded equity funds has been roughly $100 billion so far ","content":"<p>Many investors are already fully invested in the U.S. stock market—a negative signal for share prices.</p><p><blockquote>许多投资者已经完全投资于美国股市——这对股价来说是一个负面信号。</blockquote></p><p> Money hasn’t exactly been flowing aggressively into stocks recently and that trend is unlikely to reverse itself any time soon. It may seem counterintuitive, given that the market has run up considerably this year, but fund managers just aren’t receiving huge amounts of capital to deploy.</p><p><blockquote>最近资金并没有大量流入股市，而且这种趋势不太可能很快逆转。鉴于今年市场大幅上涨，这似乎有悖常理，但基金经理并没有获得大量资金来部署。</blockquote></p><p> The net flow of money into U.S. mutual and exchange-traded equity funds has been roughly $100 billion so far in 2021, according to Citigroup data. That isn’t weak, but the tide of money going into equity funds that focus on assets outside of the U.S. has been more than twice as large.</p><p><blockquote>根据花旗集团的数据，2021年迄今为止，流入美国共同基金和交易所交易股票基金的资金净流量约为1000亿美元。这并不弱，但流入专注于美国以外资产的股票基金的资金浪潮已经增加了一倍多。</blockquote></p><p> And with stocks trading at lofty levels, asset managers don’t appear eager to buy. The average institutional equity fund, which includes mutual funds and ETFs, is now holding a relatively low 4% of its portfolio in cash, according to Bank of America strategists, who say a figure any lower would be a signal to sell, while an increase to 5% would be a buy indicator. The less cash funds hold, the less they are willing to tap into that money to buy stocks.</p><p><blockquote>由于股市处于高位，资产管理公司似乎并不急于买入。美国银行策略师表示，包括共同基金和ETF在内的机构股票基金目前平均持有现金投资组合的4%相对较低，他们表示，这一数字任何低都将是卖出信号，而增加到5%将是买入指标。基金持有的现金越少，他们就越不愿意用这些钱购买股票。</blockquote></p><p> One key reason money isn’t piling into stock funds is because households already have the highest share of their assets in stocks in more than 50 years. Household equity holdings now account for 47% of total assets, according to Citi.</p><p><blockquote>资金没有涌入股票基金的一个关键原因是，家庭的股票资产比例已经达到50多年来的最高水平。根据花旗的数据，家庭股票持有量目前占总资产的47%。</blockquote></p><p> Citi’s data indicate that as households become more invested in the stock market, returns in subsequent years lessen. When investors were last so heavily invested, in 1970, the S&amp;P 500’s annual return compounded over the following 10 years was below 5%, while the historical average for the index’s annual gain is in the high single digits.</p><p><blockquote>花旗的数据表明，随着家庭对股市的投资增加，随后几年的回报会减少。当投资者上一次如此大举投资是在1970年时，该标普500在接下来10年的年复合回报率低于5%，而该指数的历史平均年涨幅则处于高个位数。</blockquote></p><p> Returns were negative in the decade after 1999, when equity holdings relative to total assets hit another peak, rising to the highest level between 1970 and the present.</p><p><blockquote>1999年之后的十年里，回报率为负，当时股票持有量相对于总资产达到另一个峰值，升至1970年至今的最高水平。</blockquote></p><p> With demand for stocks likely limited, “there is no need to pour cash into the asset class,” Tobias Levkovich, chief U.S. equity strategist at Citi, wrote in a note.</p><p><blockquote>花旗首席美国股票策略师Tobias Levkovich在一份报告中写道，由于对股票的需求可能有限，“没有必要向该资产类别注入现金”。</blockquote></p><p> Stocks can go up from here, but this is more evidence that gains for the next few years may be unspectacular compared with the run since the market hit bottom on March 23, 2020.</p><p><blockquote>股市可以从这里上涨，但这进一步证明，与2020年3月23日市场触底以来的上涨相比，未来几年的涨幅可能并不引人注目。</blockquote></p><p></p>","source":"lsy1601382232898","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>Money Isn’t Pouring Into U.S. Stocks. What That Means for the Market.<blockquote>资金并没有涌入美国股市。这对市场意味着什么。</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMoney Isn’t Pouring Into U.S. Stocks. What That Means for the Market.<blockquote>资金并没有涌入美国股市。这对市场意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-21 21:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Many investors are already fully invested in the U.S. stock market—a negative signal for share prices.</p><p><blockquote>许多投资者已经完全投资于美国股市——这对股价来说是一个负面信号。</blockquote></p><p> Money hasn’t exactly been flowing aggressively into stocks recently and that trend is unlikely to reverse itself any time soon. It may seem counterintuitive, given that the market has run up considerably this year, but fund managers just aren’t receiving huge amounts of capital to deploy.</p><p><blockquote>最近资金并没有大量流入股市，而且这种趋势不太可能很快逆转。鉴于今年市场大幅上涨，这似乎有悖常理，但基金经理并没有获得大量资金来部署。</blockquote></p><p> The net flow of money into U.S. mutual and exchange-traded equity funds has been roughly $100 billion so far in 2021, according to Citigroup data. That isn’t weak, but the tide of money going into equity funds that focus on assets outside of the U.S. has been more than twice as large.</p><p><blockquote>根据花旗集团的数据，2021年迄今为止，流入美国共同基金和交易所交易股票基金的资金净流量约为1000亿美元。这并不弱，但流入专注于美国以外资产的股票基金的资金浪潮已经增加了一倍多。</blockquote></p><p> And with stocks trading at lofty levels, asset managers don’t appear eager to buy. The average institutional equity fund, which includes mutual funds and ETFs, is now holding a relatively low 4% of its portfolio in cash, according to Bank of America strategists, who say a figure any lower would be a signal to sell, while an increase to 5% would be a buy indicator. The less cash funds hold, the less they are willing to tap into that money to buy stocks.</p><p><blockquote>由于股市处于高位，资产管理公司似乎并不急于买入。美国银行策略师表示，包括共同基金和ETF在内的机构股票基金目前平均持有现金投资组合的4%相对较低，他们表示，这一数字任何低都将是卖出信号，而增加到5%将是买入指标。基金持有的现金越少，他们就越不愿意用这些钱购买股票。</blockquote></p><p> One key reason money isn’t piling into stock funds is because households already have the highest share of their assets in stocks in more than 50 years. Household equity holdings now account for 47% of total assets, according to Citi.</p><p><blockquote>资金没有涌入股票基金的一个关键原因是，家庭的股票资产比例已经达到50多年来的最高水平。根据花旗的数据，家庭股票持有量目前占总资产的47%。</blockquote></p><p> Citi’s data indicate that as households become more invested in the stock market, returns in subsequent years lessen. When investors were last so heavily invested, in 1970, the S&amp;P 500’s annual return compounded over the following 10 years was below 5%, while the historical average for the index’s annual gain is in the high single digits.</p><p><blockquote>花旗的数据表明，随着家庭对股市的投资增加，随后几年的回报会减少。当投资者上一次如此大举投资是在1970年时，该标普500在接下来10年的年复合回报率低于5%，而该指数的历史平均年涨幅则处于高个位数。</blockquote></p><p> Returns were negative in the decade after 1999, when equity holdings relative to total assets hit another peak, rising to the highest level between 1970 and the present.</p><p><blockquote>1999年之后的十年里，回报率为负，当时股票持有量相对于总资产达到另一个峰值，升至1970年至今的最高水平。</blockquote></p><p> With demand for stocks likely limited, “there is no need to pour cash into the asset class,” Tobias Levkovich, chief U.S. equity strategist at Citi, wrote in a note.</p><p><blockquote>花旗首席美国股票策略师Tobias Levkovich在一份报告中写道，由于对股票的需求可能有限，“没有必要向该资产类别注入现金”。</blockquote></p><p> Stocks can go up from here, but this is more evidence that gains for the next few years may be unspectacular compared with the run since the market hit bottom on March 23, 2020.</p><p><blockquote>股市可以从这里上涨，但这进一步证明，与2020年3月23日市场触底以来的上涨相比，未来几年的涨幅可能并不引人注目。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/money-isnt-pouring-into-u-s-stocks-what-it-means-for-the-market-51619001001?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/money-isnt-pouring-into-u-s-stocks-what-it-means-for-the-market-51619001001?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138827456","content_text":"Many investors are already fully invested in the U.S. stock market—a negative signal for share prices.\nMoney hasn’t exactly been flowing aggressively into stocks recently and that trend is unlikely to reverse itself any time soon. It may seem counterintuitive, given that the market has run up considerably this year, but fund managers just aren’t receiving huge amounts of capital to deploy.\nThe net flow of money into U.S. mutual and exchange-traded equity funds has been roughly $100 billion so far in 2021, according to Citigroup data. That isn’t weak, but the tide of money going into equity funds that focus on assets outside of the U.S. has been more than twice as large.\nAnd with stocks trading at lofty levels, asset managers don’t appear eager to buy. The average institutional equity fund, which includes mutual funds and ETFs, is now holding a relatively low 4% of its portfolio in cash, according to Bank of America strategists, who say a figure any lower would be a signal to sell, while an increase to 5% would be a buy indicator. The less cash funds hold, the less they are willing to tap into that money to buy stocks.\nOne key reason money isn’t piling into stock funds is because households already have the highest share of their assets in stocks in more than 50 years. Household equity holdings now account for 47% of total assets, according to Citi.\nCiti’s data indicate that as households become more invested in the stock market, returns in subsequent years lessen. When investors were last so heavily invested, in 1970, the S&P 500’s annual return compounded over the following 10 years was below 5%, while the historical average for the index’s annual gain is in the high single digits.\nReturns were negative in the decade after 1999, when equity holdings relative to total assets hit another peak, rising to the highest level between 1970 and the present.\nWith demand for stocks likely limited, “there is no need to pour cash into the asset class,” Tobias Levkovich, chief U.S. equity strategist at Citi, wrote in a note.\nStocks can go up from here, but this is more evidence that gains for the next few years may be unspectacular compared with the run since the market hit bottom on March 23, 2020.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371188842,"gmtCreate":1618920492986,"gmtModify":1634289910429,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>upcoming Robinhood IPO play","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>upcoming Robinhood IPO play","text":"$Tiger Brokers(TIGR)$upcoming Robinhood IPO play","images":[{"img":"https://static.tigerbbs.com/5eb64cb56c790b0103e7d94bbaa62509","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371188842","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373273806,"gmtCreate":1618863029905,"gmtModify":1634290357214,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>HODL","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>HODL","text":"$Tiger Brokers(TIGR)$HODL","images":[{"img":"https://static.tigerbbs.com/cf8fc23a7a71ff46680fb1fa55b4115e","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373273806","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373199878,"gmtCreate":1618828395194,"gmtModify":1634290587280,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>third round of short squeeze could be on the cards soon&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>third round of short squeeze could be on the cards soon&nbsp;","text":"$GameStop(GME)$third round of short squeeze could be on the cards soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/373199878","isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562710779094828","authorId":"3562710779094828","name":"曹果","avatar":"https://static.tigerbbs.com/f755c0d85606f4fb8276ef9aaa79ee12","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3562710779094828","idStr":"3562710779094828"},"content":"挤压指的是涨还是跌啊","text":"挤压指的是涨还是跌啊","html":"挤压指的是涨还是跌啊"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370309875,"gmtCreate":1618548205297,"gmtModify":1631887137283,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"$SINGTEL(Z74.SI)$ this is a potential restructuring and fintech play. I believe the management is looking at ways to unlock shareholder value.&nbsp;","listText":"$SINGTEL(Z74.SI)$ this is a potential restructuring and fintech play. I believe the management is looking at ways to unlock shareholder value.&nbsp;","text":"$SINGTEL(Z74.SI)$ this is a potential restructuring and fintech play. I believe the management is looking at ways to unlock shareholder value.","images":[{"img":"https://static.tigerbbs.com/206aa8b78e01cc3a87a3a546a224c8b9","width":"720","height":"1549"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370309875","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370970157,"gmtCreate":1618547305379,"gmtModify":1634292160735,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Indeed. Squeeze by AMD and now NVDA","listText":"Indeed. Squeeze by AMD and now NVDA","text":"Indeed. Squeeze by AMD and now NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/370970157","repostId":"2127865888","repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://www.laohu8.com/m/news/2127865888?lang=zh_CN&edition=full","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James转而看跌英特尔股价，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽视了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James的Chris Caso将英特尔股票评级从市场表现下调至表现不佳，他写道，英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>在试图从一系列失误中恢复过来并重新确立其在芯片领域的主导地位时，它面临着一段昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自英特尔宣布一直担任VMware Inc.首席执行官的帕特·基辛格(Pat Gelsinger)上任以来，英特尔股价已上涨21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>，将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并推出代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标的过程中可能会在资本支出、市场份额损失以及数据中心格局的变化方面忍受的痛苦，这将使该行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，对个人电脑的需求已经“显着提前”，这最终可能导致回归均值。英特尔面临的问题是，均值回归“可能会在英特尔需要增加投资时不幸发生”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但Caso预计该公司开设代工业务的计划将耗资巨大。他写道：“因此，我们认为秋季分析师日可能会成为负面催化剂，因为投资者会为该投资买单。”此外，他怀疑该公司是否拥有在这项业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不出现在有理由下这样的赌注，因为任何扭亏为盈都需要几年的时间，许多周期性和英特尔特有的问题可能会影响估值与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将其评级从跑赢大盘上调至强力买入，这表明他“对短期和长期的信念”。Caso还开始报道Advanced Micro Devices Inc.<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和100美元的目标价，认为该公司“相对于英特尔拥有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD股价下跌7%，英伟达股价上涨24%，英特尔股价上涨14%。标普500在此期间上涨了10%，而PHLX半导体指数则上涨了9%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-16 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James转而看跌英特尔股价，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽视了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James的Chris Caso将英特尔股票评级从市场表现下调至表现不佳，他写道，英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>在试图从一系列失误中恢复过来并重新确立其在芯片领域的主导地位时，它面临着一段昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自英特尔宣布一直担任VMware Inc.首席执行官的帕特·基辛格(Pat Gelsinger)上任以来，英特尔股价已上涨21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>，将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并推出代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标的过程中可能会在资本支出、市场份额损失以及数据中心格局的变化方面忍受的痛苦，这将使该行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，对个人电脑的需求已经“显着提前”，这最终可能导致回归均值。英特尔面临的问题是，均值回归“可能会在英特尔需要增加投资时不幸发生”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但Caso预计该公司开设代工业务的计划将耗资巨大。他写道：“因此，我们认为秋季分析师日可能会成为负面催化剂，因为投资者会为该投资买单。”此外，他怀疑该公司是否拥有在这项业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不出现在有理由下这样的赌注，因为任何扭亏为盈都需要几年的时间，许多周期性和英特尔特有的问题可能会影响估值与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将其评级从跑赢大盘上调至强力买入，这表明他“对短期和长期的信念”。Caso还开始报道Advanced Micro Devices Inc.<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和100美元的目标价，认为该公司“相对于英特尔拥有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD股价下跌7%，英伟达股价上涨24%，英特尔股价上涨14%。标普500在此期间上涨了10%，而PHLX半导体指数则上涨了9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1,"symbols_score_info":{"INTC":0.9,"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347689542,"gmtCreate":1618493291486,"gmtModify":1634292576101,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>fly me to the moon...","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>fly me to the moon...","text":"$Coinbase Global, Inc.(COIN)$fly me to the moon...","images":[{"img":"https://static.tigerbbs.com/c26527baffddbade94cd26c4a46d1635","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347689542","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":373199878,"gmtCreate":1618828395194,"gmtModify":1634290587280,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>third round of short squeeze could be on the cards soon&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>third round of short squeeze could be on the cards soon&nbsp;","text":"$GameStop(GME)$third round of short squeeze could be on the cards soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/373199878","isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562710779094828","authorId":"3562710779094828","name":"曹果","avatar":"https://static.tigerbbs.com/f755c0d85606f4fb8276ef9aaa79ee12","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3562710779094828","idStr":"3562710779094828"},"content":"挤压指的是涨还是跌啊","text":"挤压指的是涨还是跌啊","html":"挤压指的是涨还是跌啊"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342890542,"gmtCreate":1618195126286,"gmtModify":1631885601466,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"$SINGAPORE AIRLINES LTD(C6L.SI)$BB is tightening. A breakdown seems imminent. Technically, looks&nbsp;poised to retest $5.50 in the near term.&nbsp;","listText":"$SINGAPORE AIRLINES LTD(C6L.SI)$BB is tightening. A breakdown seems imminent. Technically, looks&nbsp;poised to retest $5.50 in the near term.&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$BB is tightening. A breakdown seems imminent. Technically, looks poised to retest $5.50 in the near term.","images":[{"img":"https://static.tigerbbs.com/4eb4bdaa097a9d13f0bafabb978b7745","width":"720","height":"1549"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/342890542","isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347988566,"gmtCreate":1618456406955,"gmtModify":1631885601105,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>wait for the price to drop to 4.80 - 5.20 before buying.&nbsp;","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>wait for the price to drop to 4.80 - 5.20 before buying.&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$wait for the price to drop to 4.80 - 5.20 before buying.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/347988566","isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342028087,"gmtCreate":1618132809949,"gmtModify":1634294748665,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"I agree. TME is like Spotify. A great growth company with recurring revenues","listText":"I agree. TME is like Spotify. A great growth company with recurring revenues","text":"I agree. TME is like Spotify. A great growth company with recurring revenues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/342028087","repostId":"1104081344","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377562174,"gmtCreate":1619536824298,"gmtModify":1634211950812,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"GOOG remains a long term buy even at current levels","listText":"GOOG remains a long term buy even at current levels","text":"GOOG remains a long term buy even at current levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377562174","repostId":"1163748553","repostType":2,"repost":{"id":"1163748553","kind":"news","pubTimestamp":1619536118,"share":"https://www.laohu8.com/m/news/1163748553?lang=zh_CN&edition=full","pubTime":"2021-04-27 23:08","market":"us","language":"en","title":"Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163748553","media":"Yahoo","summary":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market clos","content":"<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）将于周二收盘后公布第一季度财报，这家科技巨头的业绩可能会因疫苗主导的复苏而受到广告业务回升的提振。</blockquote></p><p> Here's what Wall Street expects to see from Alphabet's results:</p><p><blockquote>以下是华尔街期望从Alphabet的业绩中看到的情况：</blockquote></p><p> <ul>  <li><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p><p><blockquote><ul><li><b>第一季度收入，不包括流量获取成本：</b>预期为425.4亿美元，去年同期为337.1亿美元</li></ul></blockquote></p><p></li>  <li><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p><p><blockquote><li><b>第一季度GAAP每股收益：</b>预期为15.64美元，去年同期为10.79美元</li></blockquote></p><p></li> </ul> Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p><p><blockquote>在所有大型科技股“FAANG”中，Alphabet的股价在2020年的涨幅最不令人印象深刻，尽管去年科技股表现优异的更广泛趋势。该公司的业绩被视为与大流行后经济重新开放的步伐密切相关。Alphabet通过搜索和YouTube的核心广告收入面向旅游和其他高接触行业的营销人员，以及深受疫情影响的小企业。</blockquote></p><p> Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p><p><blockquote>总体而言，谷歌广告收入预计将比去年增长25%，占整体销售额的绝大多数。YouTube广告可能增长42%，达到58亿美元。</blockquote></p><p> \"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p><p><blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)上周在一份报告中写道：“受COVID-19严重影响的广告商重返搜索（旅游广告商）和YouTube（品牌广告商），谷歌搜索和YouTube广告可能会带来有意义的上涨。”</blockquote></p><p> Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&amp;P 500's 11.5% gain over that time period.</p><p><blockquote>在这种改善的背景下，Alphabet股票去年相对于大型科技同行的表现不佳的情况在2021年迄今为止有所逆转。截至周一收盘，该股已上涨32%，远远超过标普500同期11.5%的涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p><p><blockquote>乌克兰-2021/04/09：在这张照片插图中，Alphabet和谷歌的标志显示在智能手机上。（照片插图由Igor Golovniov/SOPA Images/LightRocket via Getty Images提供）</blockquote></p><p> Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p><p><blockquote>然而，一些人指出，由于该公司是“重新开放贸易”的已知受益者，因此在交付给华尔街留下深刻印象的第一季度业绩时，它可能很难清除障碍。其他人则提出了相反的建议。</blockquote></p><p> \"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p><p><blockquote>Oppenheimer高级分析师Jason Helstein周一对雅虎财经表示：“我们认为Alphabet的预期实际上是最低的，部分原因是它是最明显的重新开放股票。”他们对当地的接触最多。所以我们认为，你知道，在某种程度上，你会认为期望会更高，当我们完成自己的工作时，我们实际上认为在科技集团内部，这实际上是盈利的最佳设置。”</blockquote></p><p> \"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p><p><blockquote>“很多人看着Alphabet说，这家公司这么大，能保持高速增长吗？他们就是有这种令人惊讶的能力。我们认为他们的广告今年将增长26%，比华尔街高出两个百分点。我们预计明年的增长率为17%，比华尔街高出5个百分点。”</blockquote></p><p> Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p><p><blockquote>谷歌业务的其他较小领域预计将在今年前三个月继续强劲增长。据普遍预测，谷歌云第一季度的收入可能会超过40亿美元，比去年增长44%。虽然与微软Azure和Amazon Web Services等竞争对手相比，该公司的云平台仍然较小，但该公司的平台保持了超过40%的令人印象深刻的同比增长，继续在云计算领域获得市场份额。</blockquote></p><p> <i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p><p><blockquote><i>这篇文章将在周二收盘后更新Alphabet第二季度业绩。请回来查看更新。</i></blockquote></p><p></p>","source":"lsy1584348713084","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-04-27 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）将于周二收盘后公布第一季度财报，这家科技巨头的业绩可能会因疫苗主导的复苏而受到广告业务回升的提振。</blockquote></p><p> Here's what Wall Street expects to see from Alphabet's results:</p><p><blockquote>以下是华尔街期望从Alphabet的业绩中看到的情况：</blockquote></p><p> <ul>  <li><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p><p><blockquote><ul><li><b>第一季度收入，不包括流量获取成本：</b>预期为425.4亿美元，去年同期为337.1亿美元</li></ul></blockquote></p><p></li>  <li><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p><p><blockquote><li><b>第一季度GAAP每股收益：</b>预期为15.64美元，去年同期为10.79美元</li></blockquote></p><p></li> </ul> Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p><p><blockquote>在所有大型科技股“FAANG”中，Alphabet的股价在2020年的涨幅最不令人印象深刻，尽管去年科技股表现优异的更广泛趋势。该公司的业绩被视为与大流行后经济重新开放的步伐密切相关。Alphabet通过搜索和YouTube的核心广告收入面向旅游和其他高接触行业的营销人员，以及深受疫情影响的小企业。</blockquote></p><p> Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p><p><blockquote>总体而言，谷歌广告收入预计将比去年增长25%，占整体销售额的绝大多数。YouTube广告可能增长42%，达到58亿美元。</blockquote></p><p> \"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p><p><blockquote>摩根大通分析师道格·安穆斯(Doug Anmuth)上周在一份报告中写道：“受COVID-19严重影响的广告商重返搜索（旅游广告商）和YouTube（品牌广告商），谷歌搜索和YouTube广告可能会带来有意义的上涨。”</blockquote></p><p> Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&amp;P 500's 11.5% gain over that time period.</p><p><blockquote>在这种改善的背景下，Alphabet股票去年相对于大型科技同行的表现不佳的情况在2021年迄今为止有所逆转。截至周一收盘，该股已上涨32%，远远超过标普500同期11.5%的涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p><p><blockquote>乌克兰-2021/04/09：在这张照片插图中，Alphabet和谷歌的标志显示在智能手机上。（照片插图由Igor Golovniov/SOPA Images/LightRocket via Getty Images提供）</blockquote></p><p> Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p><p><blockquote>然而，一些人指出，由于该公司是“重新开放贸易”的已知受益者，因此在交付给华尔街留下深刻印象的第一季度业绩时，它可能很难清除障碍。其他人则提出了相反的建议。</blockquote></p><p> \"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p><p><blockquote>Oppenheimer高级分析师Jason Helstein周一对雅虎财经表示：“我们认为Alphabet的预期实际上是最低的，部分原因是它是最明显的重新开放股票。”他们对当地的接触最多。所以我们认为，你知道，在某种程度上，你会认为期望会更高，当我们完成自己的工作时，我们实际上认为在科技集团内部，这实际上是盈利的最佳设置。”</blockquote></p><p> \"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p><p><blockquote>“很多人看着Alphabet说，这家公司这么大，能保持高速增长吗？他们就是有这种令人惊讶的能力。我们认为他们的广告今年将增长26%，比华尔街高出两个百分点。我们预计明年的增长率为17%，比华尔街高出5个百分点。”</blockquote></p><p> Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p><p><blockquote>谷歌业务的其他较小领域预计将在今年前三个月继续强劲增长。据普遍预测，谷歌云第一季度的收入可能会超过40亿美元，比去年增长44%。虽然与微软Azure和Amazon Web Services等竞争对手相比，该公司的云平台仍然较小，但该公司的平台保持了超过40%的令人印象深刻的同比增长，继续在云计算领域获得市场份额。</blockquote></p><p> <i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p><p><blockquote><i>这篇文章将在周二收盘后更新Alphabet第二季度业绩。请回来查看更新。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html\">Yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163748553","content_text":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.\nHere's what Wall Street expects to see from Alphabet's results:\n\nQ1 Revenue, excluding traffic acquisitions costs:$42.54 billion expected vs. $33.71 billion year-over-year\nQ1 GAAP earnings per share:$15.64 expected vs. $10.79 year-over-year\n\nOf all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.\nOverall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.\n\"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.\nAgainst this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&P 500's 11.5% gain over that time period.\nUKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)\nSome, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.\n\"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"\n\"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"\nOther, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.\nThis post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375568823,"gmtCreate":1619363539062,"gmtModify":1634274006200,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Well said. I kinda agree with his views.&nbsp;","listText":"Well said. I kinda agree with his views.&nbsp;","text":"Well said. I kinda agree with his views.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375568823","repostId":"1159622467","repostType":2,"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372680286,"gmtCreate":1619200334045,"gmtModify":1634287796426,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>a value and growth stock.&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>a value and growth stock.&nbsp;","text":"$Alibaba(BABA)$a value and growth stock.","images":[{"img":"https://static.tigerbbs.com/18632c4ae3ccfd3bac49b11072ca62e7","width":"720","height":"2218"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372680286","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370970157,"gmtCreate":1618547305379,"gmtModify":1634292160735,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Indeed. Squeeze by AMD and now NVDA","listText":"Indeed. Squeeze by AMD and now NVDA","text":"Indeed. Squeeze by AMD and now NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/370970157","repostId":"2127865888","repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://www.laohu8.com/m/news/2127865888?lang=zh_CN&edition=full","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James转而看跌英特尔股价，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽视了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James的Chris Caso将英特尔股票评级从市场表现下调至表现不佳，他写道，英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>在试图从一系列失误中恢复过来并重新确立其在芯片领域的主导地位时，它面临着一段昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自英特尔宣布一直担任VMware Inc.首席执行官的帕特·基辛格(Pat Gelsinger)上任以来，英特尔股价已上涨21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>，将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并推出代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标的过程中可能会在资本支出、市场份额损失以及数据中心格局的变化方面忍受的痛苦，这将使该行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，对个人电脑的需求已经“显着提前”，这最终可能导致回归均值。英特尔面临的问题是，均值回归“可能会在英特尔需要增加投资时不幸发生”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但Caso预计该公司开设代工业务的计划将耗资巨大。他写道：“因此，我们认为秋季分析师日可能会成为负面催化剂，因为投资者会为该投资买单。”此外，他怀疑该公司是否拥有在这项业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不出现在有理由下这样的赌注，因为任何扭亏为盈都需要几年的时间，许多周期性和英特尔特有的问题可能会影响估值与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将其评级从跑赢大盘上调至强力买入，这表明他“对短期和长期的信念”。Caso还开始报道Advanced Micro Devices Inc.<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和100美元的目标价，认为该公司“相对于英特尔拥有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD股价下跌7%，英伟达股价上涨24%，英特尔股价上涨14%。标普500在此期间上涨了10%，而PHLX半导体指数则上涨了9%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-16 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James转而看跌英特尔股价，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽视了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James的Chris Caso将英特尔股票评级从市场表现下调至表现不佳，他写道，英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>在试图从一系列失误中恢复过来并重新确立其在芯片领域的主导地位时，它面临着一段昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自英特尔宣布一直担任VMware Inc.首席执行官的帕特·基辛格(Pat Gelsinger)上任以来，英特尔股价已上涨21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>，将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并推出代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标的过程中可能会在资本支出、市场份额损失以及数据中心格局的变化方面忍受的痛苦，这将使该行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，对个人电脑的需求已经“显着提前”，这最终可能导致回归均值。英特尔面临的问题是，均值回归“可能会在英特尔需要增加投资时不幸发生”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但Caso预计该公司开设代工业务的计划将耗资巨大。他写道：“因此，我们认为秋季分析师日可能会成为负面催化剂，因为投资者会为该投资买单。”此外，他怀疑该公司是否拥有在这项业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不出现在有理由下这样的赌注，因为任何扭亏为盈都需要几年的时间，许多周期性和英特尔特有的问题可能会影响估值与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将其评级从跑赢大盘上调至强力买入，这表明他“对短期和长期的信念”。Caso还开始报道Advanced Micro Devices Inc.<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和100美元的目标价，认为该公司“相对于英特尔拥有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD股价下跌7%，英伟达股价上涨24%，英特尔股价上涨14%。标普500在此期间上涨了10%，而PHLX半导体指数则上涨了9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1,"symbols_score_info":{"INTC":0.9,"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193693905,"gmtCreate":1620782652907,"gmtModify":1631885598612,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>In the near term, more&nbsp;consolidation can be expected if it fails to close above $4.80. Next fibo retracement&nbsp;level is at $4.49.&nbsp;","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>In the near term, more&nbsp;consolidation can be expected if it fails to close above $4.80. Next fibo retracement&nbsp;level is at $4.49.&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$In the near term, more consolidation can be expected if it fails to close above $4.80. Next fibo retracement level is at $4.49.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193693905","isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377587093,"gmtCreate":1619536204012,"gmtModify":1634211954430,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553398469738690","idStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.&nbsp;","listText":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.&nbsp;","text":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377587093","repostId":"1119653987","repostType":2,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://www.laohu8.com/m/news/1119653987?lang=zh_CN&edition=full","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>在特斯拉(TSLA-2.5%)首席执行官Elon Musk描述了除芯片短缺之外的整个零部件供应链的“疯狂困难”后，电动汽车股受到关注。“这是一个大问题，”他在昨晚的电话会议上指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速扫描显示，尽管似乎存在担忧，但电动汽车股票在早盘交易中表现良好：Fisker(FSR-1.6%)、Canoo(GOEV+0.6%)、蔚来(NIO+0.0%)、Lordstown Motors(RIDE-0.1%)、Blink Charging(BLNK+1.0%)、ChargePoint Holdings(CHPT+0.2%)、小鹏汽车(XPEV-1.3%)、Nikola(NKLA+3.4%)、Arrival(ARVL+2.6%)和理想汽车(LI-0.4%)。中国特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对电动汽车母舰财报的反应正在涌入。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity分析师Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度盈利后将PT下调至974美元（之前为1,071美元），这是基于应用我们24年EV/EBITDA估计18B美元的60倍。虽然我们承认丰富的倍数，但我们也相信TSLA保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加州，由于向可再生能源过渡，加州的电力供应已低于总峰值和净峰值需求，导致能源需求缺口需要通过从其他州进口来弥补。我们预计发电和存储业务将加速增长，25年收入保守增长超过8B美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>Morgan Stanley分析师Adam Jonas：“我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期有大幅下调的空间。我们还认为，围绕‘完全自主’商业增长的预期也相当过度炒作，在我们看来。与此同时，我们认为特斯拉制造基地（汽车和电池）的扩张以及新产品类别的推出可能被低估。我们看到特斯拉正在成为世界各国政府的‘主承包商’，这些政府希望在未来几年部署可再生能源/可持续交通基础设施计划。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities分析师Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要X变量，这意味着该公司重申而不是提高其2021年50%的交付量增长（可能超过），这一数字很可能会超过我们认为，如果供应链在2小时内开始正常化，将超过10万至15万辆汽车。虽然看空者将重点关注芯片短缺问题，破坏2021年特斯拉的电动汽车派对，但我们认为现实是全球对特斯拉电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产建设似乎按计划进行，并且该公司拥有宝箱和现金流，可以为未来十年电动汽车军备竞赛中的未来研发/资本支出提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨超出了预期。</blockquote></p><p></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>Tesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>在特斯拉(TSLA-2.5%)首席执行官Elon Musk描述了除芯片短缺之外的整个零部件供应链的“疯狂困难”后，电动汽车股受到关注。“这是一个大问题，”他在昨晚的电话会议上指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速扫描显示，尽管似乎存在担忧，但电动汽车股票在早盘交易中表现良好：Fisker(FSR-1.6%)、Canoo(GOEV+0.6%)、蔚来(NIO+0.0%)、Lordstown Motors(RIDE-0.1%)、Blink Charging(BLNK+1.0%)、ChargePoint Holdings(CHPT+0.2%)、小鹏汽车(XPEV-1.3%)、Nikola(NKLA+3.4%)、Arrival(ARVL+2.6%)和理想汽车(LI-0.4%)。中国特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对电动汽车母舰财报的反应正在涌入。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity分析师Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度盈利后将PT下调至974美元（之前为1,071美元），这是基于应用我们24年EV/EBITDA估计18B美元的60倍。虽然我们承认丰富的倍数，但我们也相信TSLA保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加州，由于向可再生能源过渡，加州的电力供应已低于总峰值和净峰值需求，导致能源需求缺口需要通过从其他州进口来弥补。我们预计发电和存储业务将加速增长，25年收入保守增长超过8B美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>Morgan Stanley分析师Adam Jonas：“我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期有大幅下调的空间。我们还认为，围绕‘完全自主’商业增长的预期也相当过度炒作，在我们看来。与此同时，我们认为特斯拉制造基地（汽车和电池）的扩张以及新产品类别的推出可能被低估。我们看到特斯拉正在成为世界各国政府的‘主承包商’，这些政府希望在未来几年部署可再生能源/可持续交通基础设施计划。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities分析师Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要X变量，这意味着该公司重申而不是提高其2021年50%的交付量增长（可能超过），这一数字很可能会超过我们认为，如果供应链在2小时内开始正常化，将超过10万至15万辆汽车。虽然看空者将重点关注芯片短缺问题，破坏2021年特斯拉的电动汽车派对，但我们认为现实是全球对特斯拉电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产建设似乎按计划进行，并且该公司拥有宝箱和现金流，可以为未来十年电动汽车军备竞赛中的未来研发/资本支出提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨超出了预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}