+关注
火星投资狼
暂无个人介绍
IP属地:未知
549
关注
40
粉丝
0
主题
0
勋章
主贴
热门
火星投资狼
2021-11-09
$Tesla Motors(TSLA)$
better stay out of this you either go big or go home. So many chances to bet but not this one at this time.
火星投资狼
2021-11-02
Tesla short
火星投资狼
2021-10-10
$Opendoor Technologies Inc(OPEN)$
跌跌跌
火星投资狼
2021-10-10
$Alibaba(BABA)$
继续拿3-5年
火星投资狼
2021-10-09
Buyyy
抱歉,原内容已删除
火星投资狼
2021-10-09
ok
抱歉,原内容已删除
火星投资狼
2021-10-06
hello
抱歉,原内容已删除
火星投资狼
2021-10-06
Damn dog this PLTR lucky never sell.
火星投资狼
2021-09-30
$Alibaba(BABA)$
还能在跌多一点吗?已经补到蛋疼了。
火星投资狼
2021-09-22
[Cool] [Cool] [Cool]
抱歉,原内容已删除
火星投资狼
2021-09-08
Ohhhh
抱歉,原内容已删除
火星投资狼
2021-09-07
Don’t buy now .
Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?
火星投资狼
2021-08-31
$Alibaba(BABA)$
Holding for another 2 more yes.
火星投资狼
2021-08-30
$Unity Software Inc.(U)$
day trade
火星投资狼
2021-08-21
Buy the dip
Buy the pullback in chip stocks — and focus on these 6 companies for the long haul
火星投资狼
2021-08-17
$Unity Software Inc.(U)$
short it, tech stock is hopeless now.
火星投资狼
2021-08-16
Good run ~ shorting day
火星投资狼
2021-08-13
$Tesla Motors(TSLA)$
thanks and bye bye tesla ~good run.
火星投资狼
2021-08-11
$Airbnb, Inc.(ABNB)$
long term 5years to hold .
火星投资狼
2021-08-09
[Miser] [Miser] [Miser]
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3564654698806900","uuid":"3564654698806900","gmtCreate":1601560675845,"gmtModify":1601560724215,"name":"火星投资狼","pinyin":"hxtzlhuoxingtouzilang","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":40,"headSize":549,"tweetSize":225,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.69%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.49%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":847912677,"gmtCreate":1636471620897,"gmtModify":1636471781178,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> better stay out of this you either go big or go home. So many chances to bet but not this one at this time.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> better stay out of this you either go big or go home. So many chances to bet but not this one at this time.","text":"$Tesla Motors(TSLA)$ better stay out of this you either go big or go home. So many chances to bet but not this one at this time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847912677","isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843435434,"gmtCreate":1635848854687,"gmtModify":1635848854891,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Tesla short ","listText":"Tesla short ","text":"Tesla short","images":[{"img":"https://static.tigerbbs.com/b4db33fd10f32def23595cce995a9a5a","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843435434","isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828906192,"gmtCreate":1633829587071,"gmtModify":1633829587305,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>跌跌跌","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>跌跌跌","text":"$Opendoor Technologies Inc(OPEN)$跌跌跌","images":[{"img":"https://static.tigerbbs.com/3f35dffa58bdfeb58fd4e2f0f15a7367","width":"1125","height":"2711"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828906192","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828906094,"gmtCreate":1633829570269,"gmtModify":1633829570482,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>继续拿3-5年","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>继续拿3-5年","text":"$Alibaba(BABA)$继续拿3-5年","images":[{"img":"https://static.tigerbbs.com/e9d22cb54ea3ae047c7f6e507cfccd48","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828906094","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":821295145,"gmtCreate":1633745431754,"gmtModify":1633745789132,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Buyyy","listText":"Buyyy","text":"Buyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821295145","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821292818,"gmtCreate":1633745405320,"gmtModify":1633745784822,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821292818","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829248516,"gmtCreate":1633520758452,"gmtModify":1633524198078,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"hello ","listText":"hello ","text":"hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829248516","repostId":"1126487365","repostType":4,"isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829165743,"gmtCreate":1633481483163,"gmtModify":1633483313387,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Damn dog this PLTR lucky never sell.","listText":"Damn dog this PLTR lucky never sell.","text":"Damn dog this PLTR lucky never sell.","images":[{"img":"https://static.tigerbbs.com/98d43811d51aa1f1afdce630e03439e1","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829165743","isVote":1,"tweetType":1,"viewCount":2206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865377186,"gmtCreate":1632958880380,"gmtModify":1632967432256,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>还能在跌多一点吗?已经补到蛋疼了。","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>还能在跌多一点吗?已经补到蛋疼了。","text":"$Alibaba(BABA)$还能在跌多一点吗?已经补到蛋疼了。","images":[{"img":"https://static.tigerbbs.com/c64c627d542bb909d607883f3455ac9e","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865377186","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":869563748,"gmtCreate":1632304927384,"gmtModify":1632801379481,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"[Cool] [Cool] [Cool] ","listText":"[Cool] [Cool] [Cool] ","text":"[Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869563748","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889063327,"gmtCreate":1631092513769,"gmtModify":1631890959654,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889063327","repostId":"2165350329","repostType":4,"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880911998,"gmtCreate":1631008006314,"gmtModify":1631890959667,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Don’t buy now .","listText":"Don’t buy now .","text":"Don’t buy now .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880911998","repostId":"1130130857","repostType":4,"repost":{"id":"1130130857","kind":"news","pubTimestamp":1631007146,"share":"https://www.laohu8.com/m/news/1130130857?lang=&edition=full","pubTime":"2021-09-07 17:32","market":"us","language":"en","title":"Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130130857","media":"Barron's","summary":"What a year this has been for the markets!Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnin","content":"<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p>\n<p>Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p>\n<p>In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p>\n<p>That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p>\n<p>Next year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.</p>\n<p><img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p>\n<p>The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p>\n<p>Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p>\n<p>The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p>\n<p>A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p>\n<p><img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p>\n<p>For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p>\n<p>Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p>\n<p>“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p>\n<p>The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.</p>\n<p>Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p>\n<p><img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>As long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p>\n<p>If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says <a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p>\n<p><img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p>\n<p>If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p>\n<p>Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p>\n<p>A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p>\n<p>An increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p>\n<p>These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p>\n<blockquote>\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n</blockquote>\n<p>The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p>\n<p>RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p>\n<p>“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p>\n<p>But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p>\n<p>“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p>\n<p><b>A Shopping List for Fall</b></p>\n<p>Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p>\n<p><img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p>\n<p>Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p>\n<p>“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p>\n<p>He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p>\n<p>For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p>\n<p>“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p>\n<p>Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p>\n<p>Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p>\n<p>“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p>\n<p>Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p>\n<p><a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p>\n<p>Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p>\n<p>Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p>\n<p>Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p>\n<p><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p>\n<p>After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p>","source":"lsy1610680873436","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>Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?</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\">\nStrategists Say the Stock Market Could Struggle This Fall. What to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 17:32 GMT+8 <a href=https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130130857","content_text":"What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.\nTailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.\nIn other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”\nThat’s the general consensus among the six market strategists and chief investment officers whomBarron’srecently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.\nNext year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.\nWith stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.\nThe stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.\nFed Chairman Jerome Powell has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”\nThe government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.\nThe bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.\nA budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.\nOther politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a Washington shutdown in October.\nFor now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.\nInflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.\n“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”\nThe strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.\nRising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.\n\nAs long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.\nIf yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says State Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”\n\nWilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says\nIf 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”\nSome P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.\nA potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.\nAn increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a one-time event for the market, some strategists predict.\nThese concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.\n\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n\nThe State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.\nRBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.\n“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”\nBut the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.\n“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”\nA Shopping List for Fall\nMost strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.\n\nAlthough stocks with quality attributes have outperformed the market this summer, according to a BlackRock analysis, the quality factor has lagged since positive vaccine news was first reported last November.\n“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”\nHe recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.\nFor Wells Fargo’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.\n“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”\nHarvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),Bank of America(BAC),Northern Trust(NTRS),Lowe’s(LOW),IQVIA Holdings(IQV), andMasco(MAS).\nOverall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.\n“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.\nCheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.\nHealthcare stocks also have some fans. “Healthcare has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by Morgan Stanley analysts and fitting his macro views.\nNuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.\nMalik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.\nBoth stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of AbbVie’s most promising post-Humira products.\nPfizer(PFE),American Express(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass aBarron’sscreen for quality attributes.\nAfter a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. Just be more selective. And go with quality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818660630,"gmtCreate":1630403331220,"gmtModify":1631890959677,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Holding for another 2 more yes.","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Holding for another 2 more yes.","text":"$Alibaba(BABA)$Holding for another 2 more yes.","images":[{"img":"https://static.tigerbbs.com/ad8a2c6980cf26a0911443415487d237","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818660630","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811480490,"gmtCreate":1630336365610,"gmtModify":1704958757545,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>day trade ","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>day trade ","text":"$Unity Software Inc.(U)$day trade","images":[{"img":"https://static.tigerbbs.com/391d1333b9785c29daa3c442f4a5c3fe","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811480490","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":832999311,"gmtCreate":1629553894433,"gmtModify":1631890959691,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832999311","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8 <a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","TSM":"台积电","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","ON":"安森美半导体","GOOG":"谷歌","CDNS":"铿腾电子","ASML":"阿斯麦","SNPS":"新思科技","AAPL":"苹果","QCOM":"高通","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833924091,"gmtCreate":1629199477613,"gmtModify":1631883714816,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>short it, tech stock is hopeless now.","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>short it, tech stock is hopeless now.","text":"$Unity Software Inc.(U)$short it, tech stock is hopeless now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/833924091","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839355985,"gmtCreate":1629123598547,"gmtModify":1631890959707,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Good run ~ shorting day","listText":"Good run ~ shorting day","text":"Good run ~ shorting day","images":[{"img":"https://static.tigerbbs.com/f549ce1c924bbf30d5f3b965dff23375","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839355985","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897014521,"gmtCreate":1628862869763,"gmtModify":1631890959716,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> thanks and bye bye tesla ~good run.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> thanks and bye bye tesla ~good run.","text":"$Tesla Motors(TSLA)$ thanks and bye bye tesla ~good run.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897014521","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892206573,"gmtCreate":1628660732792,"gmtModify":1631885314707,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ABNB\">$Airbnb, Inc.(ABNB)$</a> long term 5years to hold .","listText":"<a href=\"https://laohu8.com/S/ABNB\">$Airbnb, Inc.(ABNB)$</a> long term 5years to hold .","text":"$Airbnb, Inc.(ABNB)$ long term 5years to hold .","images":[{"img":"https://static.tigerbbs.com/32f2985a30db8c0b415d2a5a8c82f07e","width":"2224","height":"1335"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892206573","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898635805,"gmtCreate":1628491523107,"gmtModify":1631890959727,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"[Miser] [Miser] [Miser] ","listText":"[Miser] [Miser] [Miser] ","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898635805","repostId":"2158414718","repostType":4,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":378537726,"gmtCreate":1619050022265,"gmtModify":1634288991548,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Ohh? Monopoly and afraid ?","listText":"Ohh? Monopoly and afraid ?","text":"Ohh? Monopoly and afraid ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/378537726","repostId":"1136005184","repostType":4,"repost":{"id":"1136005184","kind":"news","pubTimestamp":1619048764,"share":"https://www.laohu8.com/m/news/1136005184?lang=&edition=full","pubTime":"2021-04-22 07:46","market":"us","language":"en","title":"‘We’re all afraid’ of Google and Apple, app makers tell Congress","url":"https://stock-news.laohu8.com/highlight/detail?id=1136005184","media":"cnbc","summary":"App makers who rely on mobile distribution from Apple and Google complained of the platforms’ gatekeeper power that has allowed them to maintain strong grip over their businesses.The hearing brought together representatives from Apple with Google as well as several of their most outspoken critics: Tinder-owner Match Group, Tile and Spotify.Match Group’s chief legal officer accused Google of calling to threaten the company the day before.“We’re all afraid” Match Group Chief Legal Officer Jared Si","content":"<div>\n<p>KEY POINTSApp makers who rely on mobile distribution from Apple and Google complained of the platforms’ gatekeeper power that has allowed them to maintain strong grip over their businesses.The hearing...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/google-and-apple-scare-us-app-makers-tell-congress.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> ‘We’re all afraid’ of Google and Apple, app makers tell Congress</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\">\n ‘We’re all afraid’ of Google and Apple, app makers tell Congress\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 07:46 GMT+8 <a href=https://www.cnbc.com/2021/04/21/google-and-apple-scare-us-app-makers-tell-congress.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApp makers who rely on mobile distribution from Apple and Google complained of the platforms’ gatekeeper power that has allowed them to maintain strong grip over their businesses.The hearing...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/google-and-apple-scare-us-app-makers-tell-congress.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/04/21/google-and-apple-scare-us-app-makers-tell-congress.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1136005184","content_text":"KEY POINTSApp makers who rely on mobile distribution from Apple and Google complained of the platforms’ gatekeeper power that has allowed them to maintain strong grip over their businesses.The hearing brought together representatives from Apple with Google as well as several of their most outspoken critics: Tinder-owner Match Group, Tile and Spotify.Match Group’s chief legal officer accused Google of calling to threaten the company the day before.Some app makers who rely on mobile distribution fromAppleandGoogleare scared at how much power the tech giants have over their businesses, according to congressional testimony delivered Wednesday.“We’re all afraid” Match Group Chief Legal Officer Jared Sine told Sen. Amy Klobuchar, D-Minn., the chair of the Senate Judiciary subcommittee on antitrust at a hearing Wednesday.The hearing brought together representatives from Apple with Google and several of their most outspoken critics, includingMatch Group, which owns dating site Tinder; Tile, which makes devices that help users find lost objects and faces new competition fromApple’s AirTag technology; and streaming music serviceSpotify.The hearing comes as lawmakers on both sides of the aisle are working on updates to the antitrust laws that could better account for the power a few tech giants hold over many digital markets. That includes the ability of platforms like Apple and Google to manage the main distribution platform for apps while increasingly hawking their own competitors.Throughout the hearing, the app makers expressed fear over how easily either company could undercut their businesses by making small changes to their app store rules. They also complained of high fees for in-app purchases and unclear enforcement of standards.Allegations of threatsMultiple executives accused Apple and Google of threatening their businesses.Sine said Google called Match Group on Tuesday night after his testimony became public to ask why his testimony differed from the company’s comments in their latest earnings call.On the earnings call, Match executives had said they believed they were having productive conversations about Google’s 30% in-app payment fee through its Google Play store. But in testimony, Match complained that Google had made “false pretenses of an open platform” and complained about its “monopoly power.”Google Senior Director of Public Policy and Government Relations Wilson White said it sounded like employees working in Google’s business development team reached out to ask an “honest question.” Wilson said he didn’t view it as a threat “and we would never threaten our partners” because Google needs app developers to use its app store in order for it to be successful.Sen. Richard Blumenthal, D-Conn., said the call was “potentially actionable.”Klobuchar said she planned to look into the matter further.Spotify Chief Legal Officer Horacio Gutierrez said he could think of “at least four clear examples of threats and retaliation” from Apple after Spotify decided to speak out about alleged anticompetitive behavior and Apple’s fees for developers on digital products purchased through its platform. That included threats of removing Spotify’s app, refusing to promote it, or waiting for months for minor app updates to be approved, he claimed.“They’ve basically thrown the book at us in order to make it hard for us to continue to sustain our decision to speak up,” he said.Fees and rival productsMany app makers have complained about the fees gatekeepers charge for in-app purchases for digital services.Gutierrez complained of what he called Apple’s “gag order” over how it can communicate with its own users about how to upgrade to its paid version.For instance, Spotify allows customers to upgrade only outside of its iOS app in order to avoid Apple’s 15% to 30% commission fee on digital services purchased through its platform. But because Spotify doesn’t sell the paid service through its iOS app, Apple also doesn’t let the app maker talk about upgrades with customers through the app -- instead, users have to upgrade through a web browser on a PC or another method.At the same time, Apple operates a competing service, Apple Music, which has no such restrictions. Gutierrez claimed this gives Apple’s version an unfair advantage.Representatives from Apple and Google both told lawmakers that their fees for developers are meant to cover the costs that go into distributing apps through their platforms and securing them appropriately. Apple Chief Compliance Officer Kyle Andeer compared the services offered on the App Store today to the cumbersome and expensive process app makers had to pursue to distribute their apps before the App Store existed.White cast the group as a set of “small but vocal” voices of “primarily large companies.” He said he worried that in trying to satisfy their complaints, “we damage the very foundation that has allowed the Android open source ecosystem to work so well for a much larger set of small and medium-sized businesses.”In addition to complaints about fees, developers worried that Apple’s own rival products incentivized it to make unfavorable decisions toward them.For example, Tile General Counsel Kirsten Daru said the company had asked Apple for permission to use ultra-wideband (UWB) technology on iPhones to make its item-tracking technology more precise than it can be using only Bluetooth. She said Apple had refused the request, then reserved the technology for its own competitiveAirTags, which it announced on Tuesday.While Apple is rolling out a way for third-party developers to build on the more precise location data, Daru said that in other to access that, “we have to give Apple unprecedented control over our business and directed customers to the Find My app to find their lost items.”Andeer argued AirTags is a separate product from Tile, which currently has majority of the market share for the space, and that opening tools to more third-party developers will encourage competition.Unclear standardsApp makers also complained that Apple’s enforcement of its app store rules can appear arbitrary and delay the launch of key features. Apple may tell developers which rule they’ve violated, but not exactly how or what to do to fix it, Sine said.He said Tinder had tried to submit a version of its app with a feature aimed at protecting its LGBTQ+ users by notifying them when they were in a country where they could be at risk of exposing their sexuality or gender identity. Sine said that it took two months and a conversation between top executives of Match Group’s ownerIACand Apple to sort out the issue.An exchange between subcommittee Ranking Member Mike Lee, R-Utah, and Andeer revealed how complex Apple’s App Store rules can be.Lee asked Andeer to differentiate between why a paid service through Tinder might incur a commission while one for Uber would not. Andeer explained an Uber customer is paying for a non-digital service — a car to show up to their house — while they don’t expect the same return from Tinder, saying that would be a different service, in what appeared to be a insinuation of sex work.The app makers emphasized their reliance on the app stores because of their unprecedented access to consumers. But, they argued, it’s not the symbiotic relationship that Apple and Google like to paint.“We are not successful because of what Apple has done, we have been successful despite Apple’s interference,” Gutierrez said. “And we would have been much more successful but for their anticompetitive behavior.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806653033,"gmtCreate":1627654595722,"gmtModify":1631890959752,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a> next week likely goes to $6, fake news buyers still struggling to exit this shit.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a> next week likely goes to $6, fake news buyers still struggling to exit this shit.","text":"$DiDi Global Inc.(DIDI)$ next week likely goes to $6, fake news buyers still struggling to exit this shit.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/806653033","isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139751583,"gmtCreate":1621660782442,"gmtModify":1634187285703,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/139751583","repostId":"2137906121","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326807313,"gmtCreate":1615608877832,"gmtModify":1703491590360,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>Possible a mid term stock to hold, price target is round $35 . Let’s go !","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>Possible a mid term stock to hold, price target is round $35 . Let’s go !","text":"$Opendoor Technologies Inc(OPEN)$Possible a mid term stock to hold, price target is round $35 . Let’s go !","images":[{"img":"https://static.tigerbbs.com/6fb32f9b56be35bf7b47cb4aefc58892","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/326807313","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":386404183,"gmtCreate":1613227937042,"gmtModify":1634554122151,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>It’s a good entry point for unity now target price $200 this year .","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>It’s a good entry point for unity now target price $200 this year .","text":"$Unity Software Inc.(U)$It’s a good entry point for unity now target price $200 this year .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/386404183","isVote":1,"tweetType":1,"viewCount":1930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806374517,"gmtCreate":1627637211439,"gmtModify":1631894051267,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>After the fake news with +40% yesterday, it has to come down to where it belong .","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>After the fake news with +40% yesterday, it has to come down to where it belong .","text":"$DiDi Global Inc.(DIDI)$After the fake news with +40% yesterday, it has to come down to where it belong .","images":[{"img":"https://static.tigerbbs.com/1d7e659787f6a8a6cdedd663f58a9ae4","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806374517","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":145790720,"gmtCreate":1626243301860,"gmtModify":1633928683605,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"The sky is falling down down down|","listText":"The sky is falling down down down|","text":"The sky is falling down down down|","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145790720","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192042675,"gmtCreate":1621133068097,"gmtModify":1634193867945,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"In love with these 3 stocks .","listText":"In love with these 3 stocks .","text":"In love with these 3 stocks .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/192042675","repostId":"1173244066","repostType":4,"repost":{"id":"1173244066","kind":"news","pubTimestamp":1621004086,"share":"https://www.laohu8.com/m/news/1173244066?lang=&edition=full","pubTime":"2021-05-14 22:54","market":"us","language":"en","title":"What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1173244066","media":"CNN","summary":"London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver ","content":"<p>London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.</p>\n<p>The big question: As the coronavirus situation improves in countries like the United States, which trends from the past 14 months will have staying power, and which will be resigned to the pandemic past?</p>\n<p>Airbnb, DoorDash and Disney (DIS), which reported results after US markets closed on Thursday, provide some idea.</p>\n<p>Airbnb: The company said interest in travel is surging again as vaccines become more widely available, pointing to a sharp increase in bookings in the United Kingdom immediately after British Prime Minister Boris Johnson announced plans in February to gradually exit lockdown. For US customers aged 60 and above, searches on Airbnb for summer travel rose by more than 60% between February and March.</p>\n<p>The company is also ready for more customers to use Airbnb for longer-term stays as they take advantage of greater acceptance of remote work. It said that nearly a quarter of stays last quarter were for 28 days or more, up 14% from 2019. Shares are down slightly in premarket trading.</p>\n<p>DoorDash: People are still ordering lots of food delivery even as restaurants open back up for traditional dining. DoorDash reported a 198% jump in revenue last quarter to $1.1 billion even as it dealt with a shortage of workers, and increased its full-year outlook.</p>\n<p>\"As markets continued reopening and in-store dining increased across the US, the impact to our order volume was smaller than we expected, which contributed to strong performance in the quarter,\" the company said, though it cautioned that may have been partially attributable to stimulus checks. Shares are up almost 9% in premarket trading.</p>\n<p>Disney: Streaming has carried Disney through the pandemic, with Disney+ growing to more than 100 million subscribers. Yet the biggest star in Disney's media universe appears to be shining a little less bright, sending shares down 4%.</p>\n<p>The company said Thursday that Disney+ now has 103.6 million subscribers, below the 110 million Wall Street was expecting. That's forced investors to wonder: Is that because people are getting vaccinated and stepping away from streaming? Netflix also reported sluggish subscription growth last quarter.</p>\n<p>Down but not out: Disney said it remains on track to reach its long-term subscriber goals despite the apparent slowdown. It's betting that as the pandemic eases, it will be able to produce more movies and shows, helping to bring in new customers.</p>\n<p>Whether it's right will become clearer in the months ahead, which will pose the true test of whether people actually ditch their sweatpants, get out of the house and shake up the economy once again.</p>\n<p><b>It could get easier to get a credit card without a credit score</b></p>\n<p>For years, if you didn't have a credit score it was extremely difficult to get a credit card or certain types of loans. But a new plan among some of the nation's largest banks may help Americans without traditional credit histories get approved.</p>\n<p>Ten banks — including JPMorgan Chase (JPM), Wells Fargo (WFC) and U.S. Bancorp (USB) — have tentatively agreed to a plan to share data like bank account deposits and bill payment activity to help qualify borrowers without traditional credit histories, according to the Wall Street Journal.</p>\n<p>The push for financial institutions to come to a data sharing agreement came from a program run by the Office of the Comptroller of the Currency. The OCC has confirmed there is a plan, but the details of the agreement among the banks still need to be worked out.</p>\n<p>Should the proposed arrangement go through, it would mean that if you don't have a credit score but you have a bank account at Wells Fargo, for example, you can use that financial history to help you get a credit card with another bank, like JPMorgan Chase.</p>\n<p>\"This will give millions of Americans the opportunity to access credit that's essential to building wealth — buying a home, starting a business, or financing education,\" Trish Wexler, a spokesperson for JPMorgan Chase, told CNN Business.</p>\n<p>The backstory: There are currently 53 million people without a credit score, according to the Fair Isaac Corporation, the creator of FICO credit scores. These consumers, who are disproportionately lower income and people of color, face higher borrowing costs because they're forced to turn to products like payday loans.</p>\n<p>Banks and lenders refer to those without credit history as \"credit invisible.\" This group can include young people or recent immigrants, as well as people who haven't used credit in a long time or who have lost their access due to financial difficulties.</p>\n<p>The business angle: Big banks may also be eager to revise their policies as online upstarts chip away at demand for their products.</p>\n<p>\"Some of this cooperation among the biggest banks may be a bit of reaction to smaller banks and fintech companies infringing on their space,\" said Matt Schulz, chief industry analyst at LendingTree.</p>\n<p><b>Target will temporarily stop selling trading cards amid frenzy</b></p>\n<p>Target (TGT) has announced that it will stop selling trading cards in its stores following a violent dispute at one of its locations — a sign of just how overheated the market for collectibles has become.</p>\n<p>The details: Last week, a Target in Wisconsin was locked down after a man was physically assaulted by four others over sports trading cards.</p>\n<p>\"The safety of our guests and our team is our top priority,\" Target said in a statement. \"Out of an abundance of caution, we've decided to temporarily suspend the sale of MLB, NFL, NBA and Pokémon trading cards within our stores, effective [Friday].\"</p>\n<p>The cards will still be available online, the company said.</p>\n<p>Remember: The value of trading cards has skyrocketed in recent months during the Covid-19 pandemic. That's grabbed interest from both amateur and professional investors looking to cash in on spectacular returns.</p>\n<p>Target previously was limiting card purchases to just one item a day, saying that guests were lining up overnight to get their hands on hot items, per CNN affiliate WISN.</p>\n<p>Walmart (WMT), for its part, said it will keep selling cards in stores for now.</p>\n<p>\"We are determining what, if any, changes are needed to meet customer demand while ensuring a safe and enjoyable shopping experience,\" a spokesperson said in a statement.</p>\n<p><b>Up next</b></p>\n<p>Data on US retail sales, import and export prices and industrial production arrives at 8:30 a.m. ET.</p>\n<p>Coming next week: Home Depot (HD) and Lowe's (LOW) report earnings as the housing market booms.</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>What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy</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\">\nWhat Disney, Airbnb and DoorDash results reveal about the post-pandemic economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 22:54 GMT+8 <a href=https://edition.cnn.com/2021/05/14/investing/premarket-stocks-trading/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.\nThe big question: As the coronavirus situation improves in ...</p>\n\n<a href=\"https://edition.cnn.com/2021/05/14/investing/premarket-stocks-trading/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","DASH":"DoorDash, Inc.","DIS":"迪士尼"},"source_url":"https://edition.cnn.com/2021/05/14/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173244066","content_text":"London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.\nThe big question: As the coronavirus situation improves in countries like the United States, which trends from the past 14 months will have staying power, and which will be resigned to the pandemic past?\nAirbnb, DoorDash and Disney (DIS), which reported results after US markets closed on Thursday, provide some idea.\nAirbnb: The company said interest in travel is surging again as vaccines become more widely available, pointing to a sharp increase in bookings in the United Kingdom immediately after British Prime Minister Boris Johnson announced plans in February to gradually exit lockdown. For US customers aged 60 and above, searches on Airbnb for summer travel rose by more than 60% between February and March.\nThe company is also ready for more customers to use Airbnb for longer-term stays as they take advantage of greater acceptance of remote work. It said that nearly a quarter of stays last quarter were for 28 days or more, up 14% from 2019. Shares are down slightly in premarket trading.\nDoorDash: People are still ordering lots of food delivery even as restaurants open back up for traditional dining. DoorDash reported a 198% jump in revenue last quarter to $1.1 billion even as it dealt with a shortage of workers, and increased its full-year outlook.\n\"As markets continued reopening and in-store dining increased across the US, the impact to our order volume was smaller than we expected, which contributed to strong performance in the quarter,\" the company said, though it cautioned that may have been partially attributable to stimulus checks. Shares are up almost 9% in premarket trading.\nDisney: Streaming has carried Disney through the pandemic, with Disney+ growing to more than 100 million subscribers. Yet the biggest star in Disney's media universe appears to be shining a little less bright, sending shares down 4%.\nThe company said Thursday that Disney+ now has 103.6 million subscribers, below the 110 million Wall Street was expecting. That's forced investors to wonder: Is that because people are getting vaccinated and stepping away from streaming? Netflix also reported sluggish subscription growth last quarter.\nDown but not out: Disney said it remains on track to reach its long-term subscriber goals despite the apparent slowdown. It's betting that as the pandemic eases, it will be able to produce more movies and shows, helping to bring in new customers.\nWhether it's right will become clearer in the months ahead, which will pose the true test of whether people actually ditch their sweatpants, get out of the house and shake up the economy once again.\nIt could get easier to get a credit card without a credit score\nFor years, if you didn't have a credit score it was extremely difficult to get a credit card or certain types of loans. But a new plan among some of the nation's largest banks may help Americans without traditional credit histories get approved.\nTen banks — including JPMorgan Chase (JPM), Wells Fargo (WFC) and U.S. Bancorp (USB) — have tentatively agreed to a plan to share data like bank account deposits and bill payment activity to help qualify borrowers without traditional credit histories, according to the Wall Street Journal.\nThe push for financial institutions to come to a data sharing agreement came from a program run by the Office of the Comptroller of the Currency. The OCC has confirmed there is a plan, but the details of the agreement among the banks still need to be worked out.\nShould the proposed arrangement go through, it would mean that if you don't have a credit score but you have a bank account at Wells Fargo, for example, you can use that financial history to help you get a credit card with another bank, like JPMorgan Chase.\n\"This will give millions of Americans the opportunity to access credit that's essential to building wealth — buying a home, starting a business, or financing education,\" Trish Wexler, a spokesperson for JPMorgan Chase, told CNN Business.\nThe backstory: There are currently 53 million people without a credit score, according to the Fair Isaac Corporation, the creator of FICO credit scores. These consumers, who are disproportionately lower income and people of color, face higher borrowing costs because they're forced to turn to products like payday loans.\nBanks and lenders refer to those without credit history as \"credit invisible.\" This group can include young people or recent immigrants, as well as people who haven't used credit in a long time or who have lost their access due to financial difficulties.\nThe business angle: Big banks may also be eager to revise their policies as online upstarts chip away at demand for their products.\n\"Some of this cooperation among the biggest banks may be a bit of reaction to smaller banks and fintech companies infringing on their space,\" said Matt Schulz, chief industry analyst at LendingTree.\nTarget will temporarily stop selling trading cards amid frenzy\nTarget (TGT) has announced that it will stop selling trading cards in its stores following a violent dispute at one of its locations — a sign of just how overheated the market for collectibles has become.\nThe details: Last week, a Target in Wisconsin was locked down after a man was physically assaulted by four others over sports trading cards.\n\"The safety of our guests and our team is our top priority,\" Target said in a statement. \"Out of an abundance of caution, we've decided to temporarily suspend the sale of MLB, NFL, NBA and Pokémon trading cards within our stores, effective [Friday].\"\nThe cards will still be available online, the company said.\nRemember: The value of trading cards has skyrocketed in recent months during the Covid-19 pandemic. That's grabbed interest from both amateur and professional investors looking to cash in on spectacular returns.\nTarget previously was limiting card purchases to just one item a day, saying that guests were lining up overnight to get their hands on hot items, per CNN affiliate WISN.\nWalmart (WMT), for its part, said it will keep selling cards in stores for now.\n\"We are determining what, if any, changes are needed to meet customer demand while ensuring a safe and enjoyable shopping experience,\" a spokesperson said in a statement.\nUp next\nData on US retail sales, import and export prices and industrial production arrives at 8:30 a.m. ET.\nComing next week: Home Depot (HD) and Lowe's (LOW) report earnings as the housing market booms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101831045,"gmtCreate":1619874179387,"gmtModify":1634209365312,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/101831045","repostId":"1146129324","repostType":4,"repost":{"id":"1146129324","kind":"news","pubTimestamp":1619795610,"share":"https://www.laohu8.com/m/news/1146129324?lang=&edition=full","pubTime":"2021-04-30 23:13","market":"us","language":"en","title":"1 Question Tesla Investors Need to Ask Themselves","url":"https://stock-news.laohu8.com/highlight/detail?id=1146129324","media":"Motley Fool","summary":"Electric-car companyTeslahas now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle pioneer is on the right track in terms of profitability.The problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter fro","content":"<p>Electric-car company<b>Tesla</b>(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle (EV) pioneer is on the right track in terms of profitability.</p>\n<p>The problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter from the sale of regulatory credits, a side effect of other automakers not making enough zero-emission vehicles to meet regulatory requirements.</p>\n<p>Regulatory credit sales totaled $518 million in the first quarter, accounting for all of Tesla's profit and then some. This has been the case in previous quarters, as well. In fact, after backing out regulatory credits from Tesla's net income, the company has been unprofitable for six-straight quarters.</p>\n<p>Tesla's bottom line got an additional boost in the first quarter from a gain onthe sale of<b>Bitcoin</b>to the tune of $101 million, which showed up as a reduction in costs. The picture doesn't look so rosy when both regulatory credits and Bitcoin gains are excluded:</p>\n<p><img src=\"https://static.tigerbbs.com/b0906160cab581f4c8a599b7d0965d34\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>DATA SOURCE: TESLA. CHART BY AUTHOR.</p>\n<p>There's no question that Tesla's growth is impressive, but there's also no question that the core business of making and selling cars is not turning a profit. The question Tesla investors need to ask themselves is: If Tesla isn't profitable now, when there's little to no competition in electric vehicles in the United States, what's going to happen when a deluge of competition fromtraditional automakersarrives?</p>\n<p>A ton of competition is coming</p>\n<p>Tesla's brand has a cult following, so some people will be buying Tesla vehicles regardless of the other options available. But that's not likely to be the case for most people.</p>\n<p>The number of electric vehicles available for purchase in the U.S. is set to explode in the coming years.<b>General Motors</b>(NYSE:GM)is planning to launch 30 EVs globally by 2025, with two-thirds set to be sold in North America. The company is aiming to sell 1 million EVs annually in North America by 2025.</p>\n<p>Those models include electric versions of the company's GMC Hummer and Chevrolet Silverado pickup truck. Tesla has a loyal customer base, but so does GM. Someone who's been a GM truck buyer for years is likely to stick with GM when they decide to switch to an electric vehicle.</p>\n<p><img src=\"https://static.tigerbbs.com/c651279799dfdf96552379a7b5d448a9\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>IMAGE SOURCE: GM.</p>\n<p><b>Ford</b>(NYSE:F)is also pouring resources into electric vehicles, allocating $29 billion for electric and autonomous vehicles through 2025. The company's plans include anelectric version of its F-150 pickup truck, which should hit the production lines by mid-2022. Given GM's and Ford's plans, it will not be easy for Tesla to steal away market share in the lucrative pickup-truck segment.</p>\n<p>Other car companies have big plans, as well.<b>Volkswagen</b>(OTC:VWAGY)already sells over 200,000 EVs annually andexpects that number to double this year. The company is aiming to sell roughly 2 million EVs annually by 2025 and expects to launch 70 EV models by 2030.<b>Toyota</b>(NYSE:TM)willlaunch 15 new electric vehicles by 2025, some of which will be under the new Toyota bZ sub-brand. The list goes on.</p>\n<p>Not only will all these electric vehicles provide consumers with a bevy of options beyond Tesla, but they'll also deprive Tesla of its regulatory-credit income as other automakers churn out an increasing number of EVs.</p>\n<p>None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year.</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>1 Question Tesla Investors Need to Ask Themselves</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\">\n1 Question Tesla Investors Need to Ask Themselves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 23:13 GMT+8 <a href=https://www.fool.com/investing/2021/04/30/1-question-tesla-investors-need-to-ask-themselves/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric-car companyTesla(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/30/1-question-tesla-investors-need-to-ask-themselves/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/04/30/1-question-tesla-investors-need-to-ask-themselves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146129324","content_text":"Electric-car companyTesla(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle (EV) pioneer is on the right track in terms of profitability.\nThe problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter from the sale of regulatory credits, a side effect of other automakers not making enough zero-emission vehicles to meet regulatory requirements.\nRegulatory credit sales totaled $518 million in the first quarter, accounting for all of Tesla's profit and then some. This has been the case in previous quarters, as well. In fact, after backing out regulatory credits from Tesla's net income, the company has been unprofitable for six-straight quarters.\nTesla's bottom line got an additional boost in the first quarter from a gain onthe sale ofBitcointo the tune of $101 million, which showed up as a reduction in costs. The picture doesn't look so rosy when both regulatory credits and Bitcoin gains are excluded:\n\nDATA SOURCE: TESLA. CHART BY AUTHOR.\nThere's no question that Tesla's growth is impressive, but there's also no question that the core business of making and selling cars is not turning a profit. The question Tesla investors need to ask themselves is: If Tesla isn't profitable now, when there's little to no competition in electric vehicles in the United States, what's going to happen when a deluge of competition fromtraditional automakersarrives?\nA ton of competition is coming\nTesla's brand has a cult following, so some people will be buying Tesla vehicles regardless of the other options available. But that's not likely to be the case for most people.\nThe number of electric vehicles available for purchase in the U.S. is set to explode in the coming years.General Motors(NYSE:GM)is planning to launch 30 EVs globally by 2025, with two-thirds set to be sold in North America. The company is aiming to sell 1 million EVs annually in North America by 2025.\nThose models include electric versions of the company's GMC Hummer and Chevrolet Silverado pickup truck. Tesla has a loyal customer base, but so does GM. Someone who's been a GM truck buyer for years is likely to stick with GM when they decide to switch to an electric vehicle.\n\nIMAGE SOURCE: GM.\nFord(NYSE:F)is also pouring resources into electric vehicles, allocating $29 billion for electric and autonomous vehicles through 2025. The company's plans include anelectric version of its F-150 pickup truck, which should hit the production lines by mid-2022. Given GM's and Ford's plans, it will not be easy for Tesla to steal away market share in the lucrative pickup-truck segment.\nOther car companies have big plans, as well.Volkswagen(OTC:VWAGY)already sells over 200,000 EVs annually andexpects that number to double this year. The company is aiming to sell roughly 2 million EVs annually by 2025 and expects to launch 70 EV models by 2030.Toyota(NYSE:TM)willlaunch 15 new electric vehicles by 2025, some of which will be under the new Toyota bZ sub-brand. The list goes on.\nNot only will all these electric vehicles provide consumers with a bevy of options beyond Tesla, but they'll also deprive Tesla of its regulatory-credit income as other automakers churn out an increasing number of EVs.\nNone of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348567256,"gmtCreate":1617943159975,"gmtModify":1634295606166,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Like comment ","listText":"Like comment ","text":"Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/348567256","repostId":"1160289591","repostType":4,"repost":{"id":"1160289591","kind":"news","pubTimestamp":1617941885,"share":"https://www.laohu8.com/m/news/1160289591?lang=&edition=full","pubTime":"2021-04-09 12:18","market":"sh","language":"en","title":"Asia: Markets mostly down but optimism remains","url":"https://stock-news.laohu8.com/highlight/detail?id=1160289591","media":"AFP","summary":"[HONG KONG] Most Asian markets retreated on Friday as traders took their foot off the pedal ahead of","content":"<p>[HONG KONG] Most Asian markets retreated on Friday as traders took their foot off the pedal ahead of a much-anticipated earnings season, while an increasingly confident mood on trading floors has analysts predicting the global equities rally still has legs.</p>\n<p>While some countries are having trouble with their vaccine programmes and a pick-up in infections, there is a general feeling that governments will get a better hold on the crisis and allow economies to reopen, if a little later than previously hoped.</p>\n<p>Wall Street provided another strong lead, with the S&P 500 chalking up a second successive record and the Nasdaq piling on more than one percent as tech shares regained their mojo, having suffered recent selling.</p>\n<p>Federal Reserve boss Jerome Powell again repeated his mantra that the bank would stand fast in its pledge to keep borrowing costs at record lows for as long as needed to support recovery in the world's top economy.</p>\n<p>While last week's blockbuster jobs report was welcome, he said the \"recovery remains uneven and incomplete\" and he wanted to see more of those in future before he was happy progress was being made.</p>\n<p>Analysts said an unexpected rise in jobless claims last week backed up Mr Powell's stance.</p>\n<p>There remains a concern that the forecast strong recovery, reopening of the economy, President Joe Biden's vast spending sprees and the rollout of vaccines will fan inflation to a point that the Fed will be forced to lift rates earlier than it intends.</p>\n<p>Yields on benchmark 10-year Treasuries - a gauge of future rates - edged down as Mr Powell spoke, though they remain around a one-year high.</p>\n<p><b>'KIDS IN A CANDY STORE'</b></p>\n<p>Data on Friday showed Chinese producer prices rose at their fastest pace in more than two years owing to a jump in the cost of commodities.</p>\n<p>That has led to concerns the increases will filter through to the world economy from the export giant, putting pressure on central banks as they try to keep borrowing costs down.</p>\n<p>Axi strategist Stephen Innes said the figures \"might add a ripple or two of angst to the inflation pacifist calm that has fallen on the market\".</p>\n<p>Still, he added, \"Make no mistake this is a global equity market that is turning exceptionally comfortable with growth driving up yields supported by a Fed that is in absolutely no hurry to tap the brakes.</p>\n<p>\"The question is, does it get better than this, or are we nearing peak optimism? Or will US stocks remain in 'kids in a candy store mode' while gliding on a sugar rush tailwind from a once in a generation type stimulus effect?\"</p>\n<p>In early trade, Hong Kong and Shanghai, Sydney, Seoul, Singapore and Wellington were all lower, though there were gains in Tokyo and Jakarta.</p>\n<p>But Xi Qiao at UBS Global Wealth Management said there would likely be more gains in the pipeline.</p>\n<p>\"A lot of investors are worried about the stock market highs, but that doesn't mean it can't get higher, and the economic conditions are certainly set up for a positive equity environment,\" she told Bloomberg TV.</p>\n<p>Eyes are now turning to the release of corporate results for January to March, with expectations high that companies are seeing the benefits of the recovery and are hopeful for the outlook.</p>","source":"lsy1605843958005","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>Asia: Markets mostly down but optimism remains</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\">\nAsia: Markets mostly down but optimism remains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 12:18 GMT+8 <a href=https://www.businesstimes.com.sg/stocks/asia-markets-mostly-down-but-optimism-remains><strong>AFP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[HONG KONG] Most Asian markets retreated on Friday as traders took their foot off the pedal ahead of a much-anticipated earnings season, while an increasingly confident mood on trading floors has ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/asia-markets-mostly-down-but-optimism-remains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businesstimes.com.sg/stocks/asia-markets-mostly-down-but-optimism-remains","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160289591","content_text":"[HONG KONG] Most Asian markets retreated on Friday as traders took their foot off the pedal ahead of a much-anticipated earnings season, while an increasingly confident mood on trading floors has analysts predicting the global equities rally still has legs.\nWhile some countries are having trouble with their vaccine programmes and a pick-up in infections, there is a general feeling that governments will get a better hold on the crisis and allow economies to reopen, if a little later than previously hoped.\nWall Street provided another strong lead, with the S&P 500 chalking up a second successive record and the Nasdaq piling on more than one percent as tech shares regained their mojo, having suffered recent selling.\nFederal Reserve boss Jerome Powell again repeated his mantra that the bank would stand fast in its pledge to keep borrowing costs at record lows for as long as needed to support recovery in the world's top economy.\nWhile last week's blockbuster jobs report was welcome, he said the \"recovery remains uneven and incomplete\" and he wanted to see more of those in future before he was happy progress was being made.\nAnalysts said an unexpected rise in jobless claims last week backed up Mr Powell's stance.\nThere remains a concern that the forecast strong recovery, reopening of the economy, President Joe Biden's vast spending sprees and the rollout of vaccines will fan inflation to a point that the Fed will be forced to lift rates earlier than it intends.\nYields on benchmark 10-year Treasuries - a gauge of future rates - edged down as Mr Powell spoke, though they remain around a one-year high.\n'KIDS IN A CANDY STORE'\nData on Friday showed Chinese producer prices rose at their fastest pace in more than two years owing to a jump in the cost of commodities.\nThat has led to concerns the increases will filter through to the world economy from the export giant, putting pressure on central banks as they try to keep borrowing costs down.\nAxi strategist Stephen Innes said the figures \"might add a ripple or two of angst to the inflation pacifist calm that has fallen on the market\".\nStill, he added, \"Make no mistake this is a global equity market that is turning exceptionally comfortable with growth driving up yields supported by a Fed that is in absolutely no hurry to tap the brakes.\n\"The question is, does it get better than this, or are we nearing peak optimism? Or will US stocks remain in 'kids in a candy store mode' while gliding on a sugar rush tailwind from a once in a generation type stimulus effect?\"\nIn early trade, Hong Kong and Shanghai, Sydney, Seoul, Singapore and Wellington were all lower, though there were gains in Tokyo and Jakarta.\nBut Xi Qiao at UBS Global Wealth Management said there would likely be more gains in the pipeline.\n\"A lot of investors are worried about the stock market highs, but that doesn't mean it can't get higher, and the economic conditions are certainly set up for a positive equity environment,\" she told Bloomberg TV.\nEyes are now turning to the release of corporate results for January to March, with expectations high that companies are seeing the benefits of the recovery and are hopeful for the outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382056814,"gmtCreate":1613314833538,"gmtModify":1634553954264,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/382056814","repostId":"2110204192","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371330544,"gmtCreate":1618908881388,"gmtModify":1634289983397,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Good, please comment and like !","listText":"Good, please comment and like !","text":"Good, please comment and like !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/371330544","repostId":"1134294783","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371397632,"gmtCreate":1618908764426,"gmtModify":1634289983877,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Comment and like ","listText":"Comment and like ","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/371397632","repostId":"1185485095","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345576874,"gmtCreate":1618326312298,"gmtModify":1634293680036,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/345576874","repostId":"2127006017","repostType":4,"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340894207,"gmtCreate":1617368557009,"gmtModify":1634521217876,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Buy now before it reach $900 at the end of2021","listText":"Buy now before it reach $900 at the end of2021","text":"Buy now before it reach $900 at the end of2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/340894207","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354227695,"gmtCreate":1617180969117,"gmtModify":1634522231607,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"I doubt so[开心] ","listText":"I doubt so[开心] ","text":"I doubt so[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/354227695","repostId":"1120745920","repostType":4,"repost":{"id":"1120745920","kind":"news","pubTimestamp":1617180075,"share":"https://www.laohu8.com/m/news/1120745920?lang=&edition=full","pubTime":"2021-03-31 16:41","market":"us","language":"en","title":"These 2 Stocks Just Gave Investors Good News -- Even in a Falling Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1120745920","media":"Motley Fool","summary":"Here's what's sending a couple of players higher in after-hours trading.The stock market gave up som","content":"<blockquote>Here's what's sending a couple of players higher in after-hours trading.</blockquote><p>The stock market gave up some more ground on Tuesday, reflecting market participants' anxiety about what the future might bring with respect to the pandemic, U.S. government tax policy, and global economic growth. It appeared for a while that Wall Street might mount another late-day rebound, but by the end of the day, the<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&P 500</b>(SNPINDEX:^GSPC), and<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were all lower.</p><p><img src=\"https://static.tigerbbs.com/2d6b45eea1ba4523a06945695c2a8ae7\" tg-width=\"794\" tg-height=\"246\" referrerpolicy=\"no-referrer\">But a couple of companies saw their stocks rise sharply after the regular session had ended at 4 p.m. EDT today. Specifically,<b>Chewy</b>(NYSE:CHWY)and<b>Cleveland-Cliffs</b>(NYSE:CLF)picked up ground in after-hours trading following some favorable financial results and outlooks for their respective futures.</p><p><b>Chewy investors get a treat</b></p><p>Chewy shares were up 2% in the regular trading session on Tuesday, but they jumped another 9% after the market closed. Investors were pleased about what the pet products retailer had to say in its fourth-quarter financial results.</p><p>Chewy reported sales gains of 51% for the fourth quarter, pushing quarterly revenue above the $2 billion mark. Even more impressively, it posted positive net income, reversing a year-ago loss and working out to earnings of $0.05 per share.</p><p>A combination of factors helped Chewy. Active customers jumped 43% year over year to 19.2 million, while sales per customer inched higher by 3%. Margin performance improved dramatically, including an increase of 5.5 percentage points in net margin for the quarter. Sales using the company's Autoship service climbed to nearly $1.4 billion for the quarter and $4.9 billion for the full fiscal year.</p><p>Investors hadn't expected a profit from Chewy, and they largely got the sales growth they'd hoped to see. Now, the only big question is whether a possible end to the pandemic could reverse the favorable trends that have helped the company expand its business so strongly in the past year.</p><p><b>Steeling its resolve</b></p><p>Meanwhile, Cleveland-Cliffs stock rose 6% in after-hours trading, building on a 6% gain during the regular session. The steel producer andiron ore minerdidn't release full figures on Tuesday, but it updated its guidance in a way that brightened investors' days.</p><p>Cleveland-Cliffs said it expects first-quarter pre-tax operating earnings to come in at about $500 million on an adjusted basis. Yet by the second quarter, it sees dramatic improvement to $1.2 billion. Moreover, its first-half run rate should continue throughout the year, with Cleveland-Cliffs projecting $3.5 billion in adjusted pre-tax operating earnings for its full 2021 fiscal year.</p><p>Investors have been impressed with Cleveland-Cliffs, as the stock has nearly tripled in the past year. The company has continued to make dramatic transformations, with strategic moves to acquire AK Steel and the U.S. operations of<b>ArcelorMittal</b>(NYSE:MT)putting Cleveland-Cliffs in position to become an integrated steel producer with its own raw-materials production capabilities.</p><p>Now, all Cleveland-Cliffs needs is greater industrial activity to drive demand for steel across the U.S. economy. Investors will get a better sense of how the first quarter has gone when the steelmaker releases its full earnings report on April 22, but until then, shareholders like what they're seeing from Cleveland-Cliffs today.</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>These 2 Stocks Just Gave Investors Good News -- Even in a Falling Stock Market</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\">\nThese 2 Stocks Just Gave Investors Good News -- Even in a Falling Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 16:41 GMT+8 <a href=https://www.fool.com/investing/2021/03/30/these-2-stocks-just-gave-investors-good-news-even/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here's what's sending a couple of players higher in after-hours trading.The stock market gave up some more ground on Tuesday, reflecting market participants' anxiety about what the future might bring ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/30/these-2-stocks-just-gave-investors-good-news-even/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a5005a4fb17f82b72b77794606c555d","relate_stocks":{"CLF":"克利夫兰克里夫","CHWY":"Chewy, Inc."},"source_url":"https://www.fool.com/investing/2021/03/30/these-2-stocks-just-gave-investors-good-news-even/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120745920","content_text":"Here's what's sending a couple of players higher in after-hours trading.The stock market gave up some more ground on Tuesday, reflecting market participants' anxiety about what the future might bring with respect to the pandemic, U.S. government tax policy, and global economic growth. It appeared for a while that Wall Street might mount another late-day rebound, but by the end of the day, theDow Jones Industrial Average(DJINDICES:^DJI),S&P 500(SNPINDEX:^GSPC), andNasdaq Composite(NASDAQINDEX:^IXIC)were all lower.But a couple of companies saw their stocks rise sharply after the regular session had ended at 4 p.m. EDT today. Specifically,Chewy(NYSE:CHWY)andCleveland-Cliffs(NYSE:CLF)picked up ground in after-hours trading following some favorable financial results and outlooks for their respective futures.Chewy investors get a treatChewy shares were up 2% in the regular trading session on Tuesday, but they jumped another 9% after the market closed. Investors were pleased about what the pet products retailer had to say in its fourth-quarter financial results.Chewy reported sales gains of 51% for the fourth quarter, pushing quarterly revenue above the $2 billion mark. Even more impressively, it posted positive net income, reversing a year-ago loss and working out to earnings of $0.05 per share.A combination of factors helped Chewy. Active customers jumped 43% year over year to 19.2 million, while sales per customer inched higher by 3%. Margin performance improved dramatically, including an increase of 5.5 percentage points in net margin for the quarter. Sales using the company's Autoship service climbed to nearly $1.4 billion for the quarter and $4.9 billion for the full fiscal year.Investors hadn't expected a profit from Chewy, and they largely got the sales growth they'd hoped to see. Now, the only big question is whether a possible end to the pandemic could reverse the favorable trends that have helped the company expand its business so strongly in the past year.Steeling its resolveMeanwhile, Cleveland-Cliffs stock rose 6% in after-hours trading, building on a 6% gain during the regular session. The steel producer andiron ore minerdidn't release full figures on Tuesday, but it updated its guidance in a way that brightened investors' days.Cleveland-Cliffs said it expects first-quarter pre-tax operating earnings to come in at about $500 million on an adjusted basis. Yet by the second quarter, it sees dramatic improvement to $1.2 billion. Moreover, its first-half run rate should continue throughout the year, with Cleveland-Cliffs projecting $3.5 billion in adjusted pre-tax operating earnings for its full 2021 fiscal year.Investors have been impressed with Cleveland-Cliffs, as the stock has nearly tripled in the past year. The company has continued to make dramatic transformations, with strategic moves to acquire AK Steel and the U.S. operations ofArcelorMittal(NYSE:MT)putting Cleveland-Cliffs in position to become an integrated steel producer with its own raw-materials production capabilities.Now, all Cleveland-Cliffs needs is greater industrial activity to drive demand for steel across the U.S. economy. Investors will get a better sense of how the first quarter has gone when the steelmaker releases its full earnings report on April 22, but until then, shareholders like what they're seeing from Cleveland-Cliffs today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324439318,"gmtCreate":1616023818434,"gmtModify":1703496423530,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Let’s go road to recovery !","listText":"Let’s go road to recovery !","text":"Let’s go road to recovery !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/324439318","repostId":"1184930969","repostType":4,"repost":{"id":"1184930969","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":1615995220,"share":"https://www.laohu8.com/m/news/1184930969?lang=&edition=full","pubTime":"2021-03-17 23:33","market":"us","language":"en","title":"Disney stocks soared, after Disney CEO Bob Chapek says Disneyland to reopen on April 30","url":"https://stock-news.laohu8.com/highlight/detail?id=1184930969","media":"Tiger Newspress","summary":"California's twoDisneytheme parks will reopen on April 30, CEO Bob Chapek said on CNBC's \"Squawk Alley\" Wednesday.All theme parks in California have been closed due to Covid-related restrictions for the past year. While guidelines in other states, like Florida, allowed parks to reopen with limited capacity, California's rules have kept theme parks big and small shuttered.However, new state guidance permits amusement parks to reopen beginning April 1 with 15% to 35% capacity depending on the prev","content":"<p>(March 17) Disney stocks soared, after Disney CEO Bob Chapek says Disneyland to reopen on April 30.</p><p><img src=\"https://static.tigerbbs.com/db430141c5946bb77728ce504ac1dc81\" tg-width=\"685\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p>California's twoDisneytheme parks will reopen on April 30, CEO Bob Chapek said on CNBC's \"Squawk Alley\" Wednesday.</p><p>All theme parks in California have been closed due to Covid-related restrictions for the past year. While guidelines in other states, like Florida, allowed parks to reopen with limited capacity, California's rules have kept theme parks big and small shuttered.</p><p>However, new state guidance permits amusement parks to reopen beginning April 1 with 15% to 35% capacity depending on the prevalence of the virus in the community. Masks and other health precautions will be required.</p><p>California is reporting just under 2,900 new Covid-19 cases per day, based on a weekly average, a near 32% decline compared with a week ago, according to a CNBC analysis of data compiled by Johns Hopkins University. The rate of new Covid cases has been on the decline as more people have been getting vaccinated. With ramp ups in supply and acces, on average about 2.4 million people are getting vaccinated daily in the U.S.</p><p>Orange County, where Disneyland and California Adventure are located, are seeing four new cases a day per 100,000 residents. At its peak, the county saw 118 new cases a day per 100,000 people back in mid-January.</p><p>The shutdown last year led Disney tolay off tens of thousands of workers and slashed an important source of revenue for the media company. The parks, experiences and consumer products segment accounted for 37% of the company's $69.6 billion in total revenue in 2019, or around $26.2 billion.</p><p>A year later, revenue shrunk to $16.5 billion, or around 25% of the company's $65.4 billion in total revenue.</p><p>During the company's fiscal first-quarter earnings call, Chief Financial Officer Christine McCarthy said that for the parks that have been open during the pandemic, the company was able to make a profit from the guests who visited despite reduced capacity levels.</p><p>As parks expand capacity and reopen, there will be some level of social distancing and mask wearing for the rest of the year.</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>Disney stocks soared, after Disney CEO Bob Chapek says Disneyland to reopen on April 30</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\">\nDisney stocks soared, after Disney CEO Bob Chapek says Disneyland to reopen on April 30\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\">2021-03-17 23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 17) Disney stocks soared, after Disney CEO Bob Chapek says Disneyland to reopen on April 30.</p><p><img src=\"https://static.tigerbbs.com/db430141c5946bb77728ce504ac1dc81\" tg-width=\"685\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p>California's twoDisneytheme parks will reopen on April 30, CEO Bob Chapek said on CNBC's \"Squawk Alley\" Wednesday.</p><p>All theme parks in California have been closed due to Covid-related restrictions for the past year. While guidelines in other states, like Florida, allowed parks to reopen with limited capacity, California's rules have kept theme parks big and small shuttered.</p><p>However, new state guidance permits amusement parks to reopen beginning April 1 with 15% to 35% capacity depending on the prevalence of the virus in the community. Masks and other health precautions will be required.</p><p>California is reporting just under 2,900 new Covid-19 cases per day, based on a weekly average, a near 32% decline compared with a week ago, according to a CNBC analysis of data compiled by Johns Hopkins University. The rate of new Covid cases has been on the decline as more people have been getting vaccinated. With ramp ups in supply and acces, on average about 2.4 million people are getting vaccinated daily in the U.S.</p><p>Orange County, where Disneyland and California Adventure are located, are seeing four new cases a day per 100,000 residents. At its peak, the county saw 118 new cases a day per 100,000 people back in mid-January.</p><p>The shutdown last year led Disney tolay off tens of thousands of workers and slashed an important source of revenue for the media company. The parks, experiences and consumer products segment accounted for 37% of the company's $69.6 billion in total revenue in 2019, or around $26.2 billion.</p><p>A year later, revenue shrunk to $16.5 billion, or around 25% of the company's $65.4 billion in total revenue.</p><p>During the company's fiscal first-quarter earnings call, Chief Financial Officer Christine McCarthy said that for the parks that have been open during the pandemic, the company was able to make a profit from the guests who visited despite reduced capacity levels.</p><p>As parks expand capacity and reopen, there will be some level of social distancing and mask wearing for the rest of the year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcabf75ca25b5c2a5767c559e42702f8","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184930969","content_text":"(March 17) Disney stocks soared, after Disney CEO Bob Chapek says Disneyland to reopen on April 30.California's twoDisneytheme parks will reopen on April 30, CEO Bob Chapek said on CNBC's \"Squawk Alley\" Wednesday.All theme parks in California have been closed due to Covid-related restrictions for the past year. While guidelines in other states, like Florida, allowed parks to reopen with limited capacity, California's rules have kept theme parks big and small shuttered.However, new state guidance permits amusement parks to reopen beginning April 1 with 15% to 35% capacity depending on the prevalence of the virus in the community. Masks and other health precautions will be required.California is reporting just under 2,900 new Covid-19 cases per day, based on a weekly average, a near 32% decline compared with a week ago, according to a CNBC analysis of data compiled by Johns Hopkins University. The rate of new Covid cases has been on the decline as more people have been getting vaccinated. With ramp ups in supply and acces, on average about 2.4 million people are getting vaccinated daily in the U.S.Orange County, where Disneyland and California Adventure are located, are seeing four new cases a day per 100,000 residents. At its peak, the county saw 118 new cases a day per 100,000 people back in mid-January.The shutdown last year led Disney tolay off tens of thousands of workers and slashed an important source of revenue for the media company. The parks, experiences and consumer products segment accounted for 37% of the company's $69.6 billion in total revenue in 2019, or around $26.2 billion.A year later, revenue shrunk to $16.5 billion, or around 25% of the company's $65.4 billion in total revenue.During the company's fiscal first-quarter earnings call, Chief Financial Officer Christine McCarthy said that for the parks that have been open during the pandemic, the company was able to make a profit from the guests who visited despite reduced capacity levels.As parks expand capacity and reopen, there will be some level of social distancing and mask wearing for the rest of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325948951,"gmtCreate":1615859805873,"gmtModify":1703494090164,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/325948951","repostId":"2119170941","repostType":4,"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800285798,"gmtCreate":1627305424714,"gmtModify":1631894051316,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/800285798","repostId":"1184014483","repostType":4,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102699498,"gmtCreate":1620202713614,"gmtModify":1634207016131,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/102699498","repostId":"2132510807","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}