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07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.</p>\n<p>The S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.</p>\n<p>The term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.</p>\n<p>According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.</p>\n<p>“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”</p>\n<p>And if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.</p>\n<p>\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.</p>\n<p>“Considering the bear markets of 2000 and 2008 both took place after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"</p>\n<p>And this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.</p>\n<p>\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1279eeacff5d764e6ff5b3e8f7a24f49\" tg-width=\"4000\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"><span>A man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images</span></p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, October (0.9% in September); S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)</p></li>\n <li><p><b>Wednesday: </b>Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)</p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Tuesday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Wednesday: </b>FuelCell Energy Inc. (FCEL) before market open</p></li>\n <li><p><b>Thursday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanta Claus Rally watch: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 07:00 GMT+8 <a href=https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4541":"氢能源","BK4096":"电气部件与设备","SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeme stocks jumped in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-07 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p>\n<p><img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","KOSS":"高斯电子","ATER":"Aterian Inc.","EXPR":"Express, Inc.","OCGN":"Ocugen","AMC":"AMC院线","BBIG":"Vinco Ventures, Inc.","MRIN":"Marin Software Inc.","PHUN":"Phunware, Inc.","NEGG":"Newegg Comm Inc.","GREE":"Greenidge Generation Holdings Inc.","BBBY":"3B家居","GME":"游戏驿站","BB":"黑莓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160989369","content_text":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.","news_type":1,"symbols_score_info":{"AMC":0.9,"ATER":0.9,"BB":0.9,"BBBY":0.9,"BBIG":0.9,"CLOV":0.9,"DWAC":0.9,"EXPR":0.9,"GME":0.9,"GREE":0.9,"IRNT":0.9,"KOSS":0.9,"MRIN":0.9,"NEGG":0.9,"OCGN":0.9,"PHUN":0.9,"ZOM":0.9}},"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609056578,"gmtCreate":1638227045774,"gmtModify":1638227045887,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609056578","repostId":"1132344405","repostType":4,"repost":{"id":"1132344405","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":1638198726,"share":"https://www.laohu8.com/m/news/1132344405?lang=&edition=full","pubTime":"2021-11-29 23:12","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1132344405","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm","content":"<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks climbed in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-29 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AMD":"美国超微公司","AVGO":"博通","ON":"安森美半导体","ASML":"阿斯麦","GFS":"GLOBALFOUNDRIES 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sharing","listText":"good sharing","text":"good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821840687","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<blockquote>\n <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>\n</blockquote>\n<p>Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p>\n<p>But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p>\n<p><b>1. Sentiment has gotten bearish enough</b></p>\n<p>I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p>\n<p>It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p>\n<p>Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p>\n<p><b>2. Seasonality is in our favor</b></p>\n<p>The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p>\n<p><b>3. COVID is rolling over</b></p>\n<p>It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p>\n<p><b>4. A correction may have already happened</b></p>\n<p>Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p>\n<p>In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p>\n<p><b>5. There’s been strong household formation</b></p>\n<p>Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p>\n<p>What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p>\n<p>The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p>\n<p><b>6. The consumer is scared, locked and loaded</b></p>\n<p>There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p>\n<p>The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p>\n<p>Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p>\n<p>At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p>\n<p>Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p>\n<p>“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p>\n<p><b>S</b><b><b>tocks</b></b><b> to buy</b></p>\n<p>Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p>\n<p>Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p>\n<p>As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p>\n<p>Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p>\n<p>The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p>\n<p>Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p>\n<p>Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p>\n<p>While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p>\n<p>“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p>\n<p>Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p>\n<p>Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</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>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 22:44 GMT+8 <a href=https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t...</p>\n\n<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to 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经过今天突然的暴跌变成-35%,刚买入了一点拉低了均价变-22.41%","images":[{"img":"https://static.tigerbbs.com/e219457af1f56842e9d5f19e493d09c2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/143935163","isVote":1,"tweetType":1,"viewCount":1604,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478234019573091","authorId":"3478234019573091","name":"诸葛长风","avatar":"https://static.tigerbbs.com/584cf6f8ebdb0236f3440d305ea4effc","crmLevel":2,"crmLevelSwitch":0,"idStr":"3478234019573091","authorIdStr":"3478234019573091"},"content":"下跌途中补仓是错误的,我刚得过教训,损失惨重。","text":"下跌途中补仓是错误的,我刚得过教训,损失惨重。","html":"下跌途中补仓是错误的,我刚得过教训,损失惨重。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851390946,"gmtCreate":1634867871881,"gmtModify":1634868058262,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/851390946","repostId":"2177462128","repostType":4,"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691628589,"gmtCreate":1640185792152,"gmtModify":1640185792236,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691628589","repostId":"2193920361","repostType":4,"isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858466866,"gmtCreate":1635116947172,"gmtModify":1635116947340,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858466866","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120583915,"gmtCreate":1624327796137,"gmtModify":1631889368352,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01789\">$AK MEDICAL(01789)$</a>今天是吃了伟哥吗🤔","listText":"<a href=\"https://laohu8.com/S/01789\">$AK MEDICAL(01789)$</a>今天是吃了伟哥吗🤔","text":"$AK 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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":1638890853,"share":"https://www.laohu8.com/m/news/1160989369?lang=&edition=full","pubTime":"2021-12-07 23:27","market":"us","language":"en","title":"Meme stocks jumped in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1160989369","media":"Tiger Newspress","summary":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisit","content":"<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p>\n<p><img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></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>Meme stocks jumped in morning trading</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeme stocks jumped in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-07 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p>\n<p><img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","KOSS":"高斯电子","ATER":"Aterian Inc.","EXPR":"Express, Inc.","OCGN":"Ocugen","AMC":"AMC院线","BBIG":"Vinco Ventures, Inc.","MRIN":"Marin Software Inc.","PHUN":"Phunware, Inc.","NEGG":"Newegg Comm Inc.","GREE":"Greenidge Generation Holdings Inc.","BBBY":"3B家居","GME":"游戏驿站","BB":"黑莓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160989369","content_text":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.","news_type":1,"symbols_score_info":{"AMC":0.9,"ATER":0.9,"BB":0.9,"BBBY":0.9,"BBIG":0.9,"CLOV":0.9,"DWAC":0.9,"EXPR":0.9,"GME":0.9,"GREE":0.9,"IRNT":0.9,"KOSS":0.9,"MRIN":0.9,"NEGG":0.9,"OCGN":0.9,"PHUN":0.9,"ZOM":0.9}},"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609056578,"gmtCreate":1638227045774,"gmtModify":1638227045887,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609056578","repostId":"1132344405","repostType":4,"repost":{"id":"1132344405","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":1638198726,"share":"https://www.laohu8.com/m/news/1132344405?lang=&edition=full","pubTime":"2021-11-29 23:12","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1132344405","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm","content":"<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></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>Semiconductor stocks climbed in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks climbed in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-29 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AMD":"美国超微公司","AVGO":"博通","ON":"安森美半导体","ASML":"阿斯麦","GFS":"GLOBALFOUNDRIES Inc.","TXN":"德州仪器","NVDA":"英伟达","INTC":"英特尔","QCOM":"高通","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132344405","content_text":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.","news_type":1,"symbols_score_info":{"AMD":0.9,"ASML":0.9,"AVGO":0.9,"GFS":0.9,"INTC":0.9,"MU":0.9,"NVDA":0.9,"ON":0.9,"QCOM":0.9,"TSM":0.9,"TXN":0.9,"XLNX":0.9}},"isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858175914,"gmtCreate":1635030681724,"gmtModify":1635030681843,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858175914","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113406879,"gmtCreate":1622630556291,"gmtModify":1631885194444,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Gogo power ranger👍🏿","listText":"Gogo power ranger👍🏿","text":"Gogo power ranger👍🏿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113406879","repostId":"1104336218","repostType":4,"repost":{"id":"1104336218","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":1622628284,"share":"https://www.laohu8.com/m/news/1104336218?lang=&edition=full","pubTime":"2021-06-02 18:04","market":"us","language":"en","title":"RLX Technology Q1 revenues $366.1 million,up 48.2% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1104336218","media":"Tiger Newspress","summary":"RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited finan","content":"<p>RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.</p><p><b><u>First Quarter 2021 Financial Highlights</u></b></p><ul><li><b>Net revenues</b> were RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from RMB1,618.5 millionin the fourth quarter of 2020.</li><li><b>Gross margin</b> was 46.0%, compared to 42.9% in the fourth quarter of 2020.</li><li><b>GAAP</b> <b>netloss</b> was RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.</li><li><b>Non-GAAP net income[1]</b>was RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</li></ul><p>RLX Technology stock surged 5% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/f8e41217bab21ae2e0b69073c4d5e48b\" tg-width=\"1302\" tg-height=\"663\"></p><p>\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"</p><p>\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened our<i>Quality Lab</i>to further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.</p><p>\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"</p><p><b><u>First Quarter 2021 Unaudited Financial Results</u></b></p><p><b>Net revenues</b> increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.</p><p><b>Gross profit</b> increased by 59.1% to RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.</p><p><b>Gross margin</b> increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.</p><p><b>Operating expenses</b> wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.</p><p><i>Selling expenses</i>increased by 48.2% to RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.</p><p><i>General and administrative expenses</i> increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.</p><p><i>Research and development expenses</i>increased by 1.3% to RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.</p><p>Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9 million) in the first quarter of 2021 andRMB656.1 million in the fourth quarter of 2020.</p><p><b>Loss from operations</b> was RMB111.9 million (US$17.1 million) in the first quarter of 2021, compared withRMB158.5 million in the fourth quarter of 2020.</p><p><b>Income tax expense</b> wasRMB176.3 million (US$26.9 million) in the first quarter of 2021, compared withRMB110.6 million in the fourth quarter of 2020, primarily due to an increase in taxable income.</p><p><b>GAAPnet loss</b> was RMB267.0 million (US$40.8 million) in the first quarter of 2021, compared withRMB236.7 million in the fourth quarter of 2020.</p><p><b>Non-GAAP net income</b> was RMB610.5 million(US$93.2 million) in the first quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</p><p><b>GAAP basic and diluted net loss per American depositary share (\"ADS\")</b> were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.</p><p><b>Non-GAAP basic and diluted netincome per ADS[2]</b>were both RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.</p><p><b><u>Balance Sheet</u></b></p><p>As ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8 million (US$2,203.6 million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.</p><p><b><u>Business Outlook</u></b></p><p>For the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.</p><p>The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.</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>RLX Technology Q1 revenues $366.1 million,up 48.2% YOY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRLX Technology Q1 revenues $366.1 million,up 48.2% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-02 18:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.</p><p><b><u>First Quarter 2021 Financial Highlights</u></b></p><ul><li><b>Net revenues</b> were RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from RMB1,618.5 millionin the fourth quarter of 2020.</li><li><b>Gross margin</b> was 46.0%, compared to 42.9% in the fourth quarter of 2020.</li><li><b>GAAP</b> <b>netloss</b> was RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.</li><li><b>Non-GAAP net income[1]</b>was RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</li></ul><p>RLX Technology stock surged 5% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/f8e41217bab21ae2e0b69073c4d5e48b\" tg-width=\"1302\" tg-height=\"663\"></p><p>\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"</p><p>\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened our<i>Quality Lab</i>to further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.</p><p>\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"</p><p><b><u>First Quarter 2021 Unaudited Financial Results</u></b></p><p><b>Net revenues</b> increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.</p><p><b>Gross profit</b> increased by 59.1% to RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.</p><p><b>Gross margin</b> increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.</p><p><b>Operating expenses</b> wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.</p><p><i>Selling expenses</i>increased by 48.2% to RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.</p><p><i>General and administrative expenses</i> increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.</p><p><i>Research and development expenses</i>increased by 1.3% to RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.</p><p>Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9 million) in the first quarter of 2021 andRMB656.1 million in the fourth quarter of 2020.</p><p><b>Loss from operations</b> was RMB111.9 million (US$17.1 million) in the first quarter of 2021, compared withRMB158.5 million in the fourth quarter of 2020.</p><p><b>Income tax expense</b> wasRMB176.3 million (US$26.9 million) in the first quarter of 2021, compared withRMB110.6 million in the fourth quarter of 2020, primarily due to an increase in taxable income.</p><p><b>GAAPnet loss</b> was RMB267.0 million (US$40.8 million) in the first quarter of 2021, compared withRMB236.7 million in the fourth quarter of 2020.</p><p><b>Non-GAAP net income</b> was RMB610.5 million(US$93.2 million) in the first quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</p><p><b>GAAP basic and diluted net loss per American depositary share (\"ADS\")</b> were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.</p><p><b>Non-GAAP basic and diluted netincome per ADS[2]</b>were both RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.</p><p><b><u>Balance Sheet</u></b></p><p>As ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8 million (US$2,203.6 million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.</p><p><b><u>Business Outlook</u></b></p><p>For the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.</p><p>The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104336218","content_text":"RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.First Quarter 2021 Financial HighlightsNet revenues were RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from RMB1,618.5 millionin the fourth quarter of 2020.Gross margin was 46.0%, compared to 42.9% in the fourth quarter of 2020.GAAP netloss was RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.Non-GAAP net income[1]was RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.RLX Technology stock surged 5% in premarket trading.\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened ourQuality Labto further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"First Quarter 2021 Unaudited Financial ResultsNet revenues increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.Gross profit increased by 59.1% to RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.Gross margin increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.Operating expenses wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.Selling expensesincreased by 48.2% to RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.General and administrative expenses increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.Research and development expensesincreased by 1.3% to RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9 million) in the first quarter of 2021 andRMB656.1 million in the fourth quarter of 2020.Loss from operations was RMB111.9 million (US$17.1 million) in the first quarter of 2021, compared withRMB158.5 million in the fourth quarter of 2020.Income tax expense wasRMB176.3 million (US$26.9 million) in the first quarter of 2021, compared withRMB110.6 million in the fourth quarter of 2020, primarily due to an increase in taxable income.GAAPnet loss was RMB267.0 million (US$40.8 million) in the first quarter of 2021, compared withRMB236.7 million in the fourth quarter of 2020.Non-GAAP net income was RMB610.5 million(US$93.2 million) in the first quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.GAAP basic and diluted net loss per American depositary share (\"ADS\") were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.Non-GAAP basic and diluted netincome per ADS[2]were both RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.Balance SheetAs ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8 million (US$2,203.6 million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.Business OutlookFor the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.","news_type":1,"symbols_score_info":{"RLX":0.9}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373843894,"gmtCreate":1618840380618,"gmtModify":1631889368469,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a> 亏到看不不见路了","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a> 亏到看不不见路了","text":"$Skillz Inc(SKLZ)$ 亏到看不不见路了","images":[{"img":"https://static.tigerbbs.com/16c39792d5c646f6fe23be011c348704","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/373843894","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696025040,"gmtCreate":1640579842375,"gmtModify":1640579842502,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696025040","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.</p>\n<p>The S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.</p>\n<p>The term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.</p>\n<p>According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.</p>\n<p>“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”</p>\n<p>And if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.</p>\n<p>\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.</p>\n<p>“Considering the bear markets of 2000 and 2008 both took place after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"</p>\n<p>And this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.</p>\n<p>\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1279eeacff5d764e6ff5b3e8f7a24f49\" tg-width=\"4000\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"><span>A man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images</span></p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, October (0.9% in September); S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)</p></li>\n <li><p><b>Wednesday: </b>Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)</p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Tuesday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Wednesday: </b>FuelCell Energy Inc. (FCEL) before market open</p></li>\n <li><p><b>Thursday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanta Claus Rally watch: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 07:00 GMT+8 <a href=https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4541":"氢能源","BK4096":"电气部件与设备","SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879023517,"gmtCreate":1636672295641,"gmtModify":1636672295775,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879023517","repostId":"1138997737","repostType":4,"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853399979,"gmtCreate":1634772062393,"gmtModify":1634772063077,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853399979","repostId":"2177314294","repostType":4,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607804070,"gmtCreate":1639521595981,"gmtModify":1639521596082,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607804070","repostId":"2191937155","repostType":4,"isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827994927,"gmtCreate":1634385375208,"gmtModify":1634385375318,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827994927","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828224852,"gmtCreate":1633918163146,"gmtModify":1633918172821,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828224852","repostId":"2174971913","repostType":4,"repost":{"id":"2174971913","kind":"news","pubTimestamp":1633907096,"share":"https://www.laohu8.com/m/news/2174971913?lang=&edition=full","pubTime":"2021-10-11 07:04","market":"us","language":"en","title":"Big banks kick off Q3 earnings season, CPI inflation data: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2174971913","media":"Yahoo Finance","summary":"Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financia","content":"<p>Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Key economic data will include the U.S. consumer price index for September, in the latest print on the state of inflation in the U.S. economy.</p>\n<p>Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p>S&P 500 earnings are expected to grow by 27.6% in aggregate for the third quarter, slowing sharply from the second quarter's nearly 90% growth rate, according to data from FactSet. Still, last quarter's results had been aided by easy comparisons to the pandemic-depressed profit levels of mid-2020. And at nearly 30%, the expected earnings growth rate for the third quarter would still be the third-fastest pace for the index since 2010.</p>\n<p>Traders are especially looking to see that supply-side challenges and rising input and labor costs weighed heavily on corporate profits for the latest quarter. Nearly two dozen S&P 500 companies — including major names like FedEx (FDX) and Nike (NKE) — have already reported third-quarter results, giving hints about the magnitude of the margin pressure being exerted by supply-side challenges.</p>\n<p>\"Supply chain disruptions and costs have been cited by the highest number companies in the index to date as a factor that either had a negative impact on earnings or revenues in Q3, or is expected to have a negative impact on earnings or revenues in future quarters,\" FactSet's John Butters wrote in a note on Friday. Of the 21 S&P 500 component companies that have reported results so far, 15 of them have discussed negative impacts from these factors, Butters added.</p>\n<p>\"After supply chain disruptions, labor shortages and costs (14), COVID costs and impacts (11), and transportation and freight costs (11) have been discussed by the highest number of S&P 500 companies,\" he added.</p>\n<p>For many companies, the specter of eventual interest rate hikes from the Federal Reserve and the present inflationary environment has presented a slew of concerns over higher input and borrowing costs. But for the Big Banks, a higher interest-rate environment generally translates into stronger profits in their key lending businesses, allowing them to command higher rates on loans.</p>\n<p>The major U.S. banks including JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) are each set to report quarterly results this week. Heading into these results, many analysts have said they expect to see net interest margins expand alongside the creep higher in benchmark interest rates this year. And as the economic recovery chugs along, banks may further release loan loss reserves they set aside to protect against potential defaults and nonpayments over the course of the pandemic.</p>\n<p>\"We expect 3Q21 EPS [earnings per share] results to be stronger on a year-over-year basis as loan loss reserves continue to be released albeit at a lower level than 1Q/2Q21 and the group posts positive revenue growth,\" RBC Capital Markets analyst Gerard Cassidy wrote in a note last week.</p>\n<p>\"Key themes that we expect to see in the results include: (1) more signs of net interest margin (NIM) stabilization; (2) growth in the consumer loan, residential mortgage and commercial real estate mortgage portfolios; and (3) positive outlook guidance on credit, loan growth (especially commercial & industrial loans,) and NIM,\" he added. \"Lastly, commentary on core operating expenses should be listened to carefully to see if the banks are starting to feel non-incentive compensation wage pressure.\"</p>\n<p>According to Matt O'Connor, Deutsche Bank managing director of U.S. banks equity research, banks still have considerable room for loan growth with the economic recovery under way. Total industry loans are still 1% below pre-pandemic levels from the fourth quarter of 2019, he said, and are down by an even more significant mid-single-digits percentage when excluding loans made via the COVID-era Paycheck Protection Program.</p>\n<p>“We remain positive on bank stocks given a likely multi-year positive backdrop for credit, interest rates and loan growth,” O'Connor wrote in a note. “It’s hard to be too negative on the banks given a generally favorable macroeconomic outlook among most (despite some slower activity more recently) and the prospect for higher rates and faster loan growth, though was we’ve noted before the timing/magnitude of this remains unclear.”</p>\n<p>For the year-to-date, the financials sector remains the second-best performer in the S&P 500 after the energy sector, climbing more than 30% so far in 2021.</p>\n<h2>Consumer price index</h2>\n<p>One of the most closely watched economic reports this week will be the Bureau of Labor Statistics' Consumer Price Index, due for release on Wednesday.</p>\n<p>The report is expected to show consumer prices rose at roughly the same month-on-month and annual rate in September as in August, reinforcing the persistent inflationary pressures present even as the economic recovery rolls on.</p>\n<p>Consensus economists are looking for the consumer price index to jump by 0.3% in September over the previous month and by 5.3% over the prior year.</p>\n<p>At least some of that increase will likely come as a result of jumping energy prices, with crude oil and natural gas prices spiking amid elevated demand and tight supply over the past month. However, even excluding more volatile food and energy prices, the CPI likely still rose at a 4.0% annual pace.</p>\n<p>The so-called core measure of CPI has moderated from June's 4.5% annual clip, or the fastest rate since 1991, but has still held markedly higher compared to pre-pandemic standards. Some of the categories mostly closely associated with the economic reopening have seen prices pull back after initial surges in the spring and early summer — but not by enough to bring down the overall level of CPI.</p>\n<p>“The key takeaway from the upcoming consumer price index will be how broadly across categories we are seeing price increases,\" Greg McBride, chief financial analyst for Bankrate, said in an email on Friday. \"While used car prices, airfares, and lodging have all pulled back a bit, underscoring the idea that higher inflation might indeed be transitory, increases in others like shelter costs might just be heating up.”</p>\n<p>Other areas of the economy have also begun to show persistently heightened levels of inflation, with U.S. crude oil futures skyrocketing to their highest level since 2014 last week and commodity prices across the board moving higher. And last week's September jobs report also reflected a number of inflationary pressures in the labor market, with average hourly wages accelerating to the fastest year-over-year pace since February, and rise in the workweek taking place alongside a drop in labor force participation.</p>\n<p>\"We expect reopening effects to continue to fade, but the risk from supply constraints is likely to be longer-lasting than previously expected,\" High Frequency Economics' Rubeela Farooqi wrote in a note. \"That should provide ongoing support to goods prices, even as services inflation continues to revert to more typical trends on a normalization of activity.\"</p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday:</b> <i>No notable reports scheduled for release </i></p></li>\n <li><p><b>Tuesday: </b>NFIB Small Business Optimism, September (99.5 expected, 100.1 during prior month); JOLTS Job Openings, August (10.938 million expected, 10.934 million during prior month)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended Oct. 8 (-6.9% during prior week); Consumer price index, month-over-month, September (0.3% expected, 0.3% during prior month); CPI excluding food and energy, month-over-month, September (0.2% expected, 0.1% during prior month); CPI year-over-year, September (5.3% expected, 5.3% during prior month); CPI excluding food and energy, year-over-year, September (4.0% expected, 4.0% during prior month); Real Average Hourly earnings, year-over-year, September (-1.1% during prior month); Real Average Weekly earnings, year-over-year, September (-1.4% during prior month); FOMC meeting minutes</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended Oct. 9 (325,000 expected, 326,000 during prior week); Continuing claims, week ended Oct. 2 (2.696 million expected, 2.714 million during prior week); Producer price index, month-over-month, September (0.6% expected, 0.7% during prior month); PPI excluding food and energy, month-over-month, September (0.5% expected, 0.6% during prior month); PPI, year-over-year, September (8.7% expected, 8.3% during prior month); PPI excluding food and energy, year-over-year. September (7.1% expected, 6.7% during prior month)</p></li>\n <li><p><b>Friday: </b>Empire Manufacturing, October (25.0 expected, 34.3 during prior month); Retail sales, month-over-month, September (-0.2% expected, 0.7% during prior month); Retail sales excluding autos and gas, month-over-month, September (0.6% expected, 1.8% during prior month); Import price index, month-over-month, September (0.6% expected, -0.3% during prior month); University of Michigan sentiment, October preliminary (73.5 expected, 72.8 during prior month)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Tuesday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Wednesday: </b>JPMorgan Chase (JPM), BlackRock (BLK), First Republic Bank (FRC), Delta Air Lines (DAL) before market open</p></li>\n <li><p><b>Thursday: </b>Bank of America (BAC), Domino's Pizza (DPZ), <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA), The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo (WFC), Morgan Stanley (MS), Citigroup (C) before market open; Alcoa (AA) after market close</p></li>\n <li><p><b>Friday: </b>PNC Financial Services (PNC), <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>. (TFC), Coinbase Global (COIN), The Charles Schwab Corp. (SCHW), Goldman Sachs (GS) before market open</p></li>\n</ul>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big banks kick off Q3 earnings season, CPI inflation data: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig banks kick off Q3 earnings season, CPI inflation data: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 07:04 GMT+8 <a href=https://finance.yahoo.com/news/big-banks-kick-off-q-3-earnings-season-cpi-inflation-data-what-to-know-this-week-170456712.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Key economic data will include the U.S. consumer price index ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-banks-kick-off-q-3-earnings-season-cpi-inflation-data-what-to-know-this-week-170456712.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","C":"花旗","BAC":"美国银行","WFC":"富国银行","SPY.AU":"SPDR® S&P 500® ETF Trust","MS":"摩根士丹利","JPM":"摩根大通"},"source_url":"https://finance.yahoo.com/news/big-banks-kick-off-q-3-earnings-season-cpi-inflation-data-what-to-know-this-week-170456712.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2174971913","content_text":"Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Key economic data will include the U.S. consumer price index for September, in the latest print on the state of inflation in the U.S. economy.\nInvestors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\nS&P 500 earnings are expected to grow by 27.6% in aggregate for the third quarter, slowing sharply from the second quarter's nearly 90% growth rate, according to data from FactSet. Still, last quarter's results had been aided by easy comparisons to the pandemic-depressed profit levels of mid-2020. And at nearly 30%, the expected earnings growth rate for the third quarter would still be the third-fastest pace for the index since 2010.\nTraders are especially looking to see that supply-side challenges and rising input and labor costs weighed heavily on corporate profits for the latest quarter. Nearly two dozen S&P 500 companies — including major names like FedEx (FDX) and Nike (NKE) — have already reported third-quarter results, giving hints about the magnitude of the margin pressure being exerted by supply-side challenges.\n\"Supply chain disruptions and costs have been cited by the highest number companies in the index to date as a factor that either had a negative impact on earnings or revenues in Q3, or is expected to have a negative impact on earnings or revenues in future quarters,\" FactSet's John Butters wrote in a note on Friday. Of the 21 S&P 500 component companies that have reported results so far, 15 of them have discussed negative impacts from these factors, Butters added.\n\"After supply chain disruptions, labor shortages and costs (14), COVID costs and impacts (11), and transportation and freight costs (11) have been discussed by the highest number of S&P 500 companies,\" he added.\nFor many companies, the specter of eventual interest rate hikes from the Federal Reserve and the present inflationary environment has presented a slew of concerns over higher input and borrowing costs. But for the Big Banks, a higher interest-rate environment generally translates into stronger profits in their key lending businesses, allowing them to command higher rates on loans.\nThe major U.S. banks including JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are each set to report quarterly results this week. Heading into these results, many analysts have said they expect to see net interest margins expand alongside the creep higher in benchmark interest rates this year. And as the economic recovery chugs along, banks may further release loan loss reserves they set aside to protect against potential defaults and nonpayments over the course of the pandemic.\n\"We expect 3Q21 EPS [earnings per share] results to be stronger on a year-over-year basis as loan loss reserves continue to be released albeit at a lower level than 1Q/2Q21 and the group posts positive revenue growth,\" RBC Capital Markets analyst Gerard Cassidy wrote in a note last week.\n\"Key themes that we expect to see in the results include: (1) more signs of net interest margin (NIM) stabilization; (2) growth in the consumer loan, residential mortgage and commercial real estate mortgage portfolios; and (3) positive outlook guidance on credit, loan growth (especially commercial & industrial loans,) and NIM,\" he added. \"Lastly, commentary on core operating expenses should be listened to carefully to see if the banks are starting to feel non-incentive compensation wage pressure.\"\nAccording to Matt O'Connor, Deutsche Bank managing director of U.S. banks equity research, banks still have considerable room for loan growth with the economic recovery under way. Total industry loans are still 1% below pre-pandemic levels from the fourth quarter of 2019, he said, and are down by an even more significant mid-single-digits percentage when excluding loans made via the COVID-era Paycheck Protection Program.\n“We remain positive on bank stocks given a likely multi-year positive backdrop for credit, interest rates and loan growth,” O'Connor wrote in a note. “It’s hard to be too negative on the banks given a generally favorable macroeconomic outlook among most (despite some slower activity more recently) and the prospect for higher rates and faster loan growth, though was we’ve noted before the timing/magnitude of this remains unclear.”\nFor the year-to-date, the financials sector remains the second-best performer in the S&P 500 after the energy sector, climbing more than 30% so far in 2021.\nConsumer price index\nOne of the most closely watched economic reports this week will be the Bureau of Labor Statistics' Consumer Price Index, due for release on Wednesday.\nThe report is expected to show consumer prices rose at roughly the same month-on-month and annual rate in September as in August, reinforcing the persistent inflationary pressures present even as the economic recovery rolls on.\nConsensus economists are looking for the consumer price index to jump by 0.3% in September over the previous month and by 5.3% over the prior year.\nAt least some of that increase will likely come as a result of jumping energy prices, with crude oil and natural gas prices spiking amid elevated demand and tight supply over the past month. However, even excluding more volatile food and energy prices, the CPI likely still rose at a 4.0% annual pace.\nThe so-called core measure of CPI has moderated from June's 4.5% annual clip, or the fastest rate since 1991, but has still held markedly higher compared to pre-pandemic standards. Some of the categories mostly closely associated with the economic reopening have seen prices pull back after initial surges in the spring and early summer — but not by enough to bring down the overall level of CPI.\n“The key takeaway from the upcoming consumer price index will be how broadly across categories we are seeing price increases,\" Greg McBride, chief financial analyst for Bankrate, said in an email on Friday. \"While used car prices, airfares, and lodging have all pulled back a bit, underscoring the idea that higher inflation might indeed be transitory, increases in others like shelter costs might just be heating up.”\nOther areas of the economy have also begun to show persistently heightened levels of inflation, with U.S. crude oil futures skyrocketing to their highest level since 2014 last week and commodity prices across the board moving higher. And last week's September jobs report also reflected a number of inflationary pressures in the labor market, with average hourly wages accelerating to the fastest year-over-year pace since February, and rise in the workweek taking place alongside a drop in labor force participation.\n\"We expect reopening effects to continue to fade, but the risk from supply constraints is likely to be longer-lasting than previously expected,\" High Frequency Economics' Rubeela Farooqi wrote in a note. \"That should provide ongoing support to goods prices, even as services inflation continues to revert to more typical trends on a normalization of activity.\"\nEconomic calendar\n\nMonday: No notable reports scheduled for release \nTuesday: NFIB Small Business Optimism, September (99.5 expected, 100.1 during prior month); JOLTS Job Openings, August (10.938 million expected, 10.934 million during prior month)\nWednesday: MBA Mortgage Applications, week ended Oct. 8 (-6.9% during prior week); Consumer price index, month-over-month, September (0.3% expected, 0.3% during prior month); CPI excluding food and energy, month-over-month, September (0.2% expected, 0.1% during prior month); CPI year-over-year, September (5.3% expected, 5.3% during prior month); CPI excluding food and energy, year-over-year, September (4.0% expected, 4.0% during prior month); Real Average Hourly earnings, year-over-year, September (-1.1% during prior month); Real Average Weekly earnings, year-over-year, September (-1.4% during prior month); FOMC meeting minutes\nThursday: Initial jobless claims, week ended Oct. 9 (325,000 expected, 326,000 during prior week); Continuing claims, week ended Oct. 2 (2.696 million expected, 2.714 million during prior week); Producer price index, month-over-month, September (0.6% expected, 0.7% during prior month); PPI excluding food and energy, month-over-month, September (0.5% expected, 0.6% during prior month); PPI, year-over-year, September (8.7% expected, 8.3% during prior month); PPI excluding food and energy, year-over-year. September (7.1% expected, 6.7% during prior month)\nFriday: Empire Manufacturing, October (25.0 expected, 34.3 during prior month); Retail sales, month-over-month, September (-0.2% expected, 0.7% during prior month); Retail sales excluding autos and gas, month-over-month, September (0.6% expected, 1.8% during prior month); Import price index, month-over-month, September (0.6% expected, -0.3% during prior month); University of Michigan sentiment, October preliminary (73.5 expected, 72.8 during prior month)\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: JPMorgan Chase (JPM), BlackRock (BLK), First Republic Bank (FRC), Delta Air Lines (DAL) before market open\nThursday: Bank of America (BAC), Domino's Pizza (DPZ), Walgreens Boots Alliance (WBA), The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo (WFC), Morgan Stanley (MS), Citigroup (C) before market open; Alcoa (AA) after market close\nFriday: PNC Financial Services (PNC), Truist Financial Corp. (TFC), Coinbase Global (COIN), The Charles Schwab Corp. (SCHW), Goldman Sachs (GS) before market open","news_type":1,"symbols_score_info":{"BAC":0.9,"C":0.9,"GS":0.9,"JPM":0.9,"MS":0.9,"SPY.AU":0.9,"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821840687,"gmtCreate":1633734793668,"gmtModify":1633734793823,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"good sharing","listText":"good sharing","text":"good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821840687","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<blockquote>\n <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>\n</blockquote>\n<p>Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p>\n<p>But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p>\n<p><b>1. Sentiment has gotten bearish enough</b></p>\n<p>I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p>\n<p>It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p>\n<p>Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p>\n<p><b>2. Seasonality is in our favor</b></p>\n<p>The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p>\n<p><b>3. COVID is rolling over</b></p>\n<p>It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p>\n<p><b>4. A correction may have already happened</b></p>\n<p>Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p>\n<p>In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p>\n<p><b>5. There’s been strong household formation</b></p>\n<p>Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p>\n<p>What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p>\n<p>The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p>\n<p><b>6. The consumer is scared, locked and loaded</b></p>\n<p>There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p>\n<p>The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p>\n<p>Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p>\n<p>At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p>\n<p>Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p>\n<p>“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p>\n<p><b>S</b><b><b>tocks</b></b><b> to buy</b></p>\n<p>Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p>\n<p>Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p>\n<p>As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p>\n<p>Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p>\n<p>The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p>\n<p>Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p>\n<p>Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p>\n<p>While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p>\n<p>“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p>\n<p>Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p>\n<p>Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</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>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 22:44 GMT+8 <a href=https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t...</p>\n\n<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865668323,"gmtCreate":1632976814145,"gmtModify":1632976869175,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563497156666305","authorIdStr":"3563497156666305"},"themes":[],"htmlText":"Good👍🏿👍🏿","listText":"Good👍🏿👍🏿","text":"Good👍🏿👍🏿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865668323","repostId":"2171986054","repostType":4,"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}