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BenWong888

BenWong888

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2021-11-06

Yeah

Will Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?

2021-03-06

[微笑]

What's the Outlook for Intuitive Surgical?

2021-03-06

Good

U.S. Stocks open up, as strong jobs report boosts reopening optimism

2021-02-19

Nice

22 additional dividend stocks that Warren Buffett might consider buying

2021-03-04

Bubble?

Wall Street drops as high-flying tech stocks retreat

2021-02-25

Gambateh Li

抱歉，原内容已删除

2021-12-02

Good

Moderna shares dipped more than 2% in premarket trading

2021-07-08

Wow

抱歉，原内容已删除

2021-03-16

Haha

Xpeng CEO Bought Shares In Rival Nio During 2019 Low

2021-02-23

Oh no

Bitcoin slips sharply from record highs

2021-06-20

Nice

抱歉，原内容已删除

2021-03-15

????

The stock market is behaving in mysterious ways — is it bullish, bearish or something else?

2021-02-21

A potential company

Palantir: Buy The Dip

2021-02-12

Thanks for sharing

Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch

2021-10-06

Gg

抱歉，原内容已删除

2021-06-19

Good

Adobe Getting Lift From Economic Reopening Post-Pandemic

2021-03-13

$ARK Next Generation Internet ETF(ARKW)$ fast fast come bek

2021-02-16

Best fintec

Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch

2021-05-03

Hold for long term...

3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners

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21:10","market":"us","language":"zh","title":"互联网科技股有没有底？再继续悲观可能会后悔","url":"https://stock-news.laohu8.com/highlight/detail?id=1148785598","media":"格隆汇","summary":"市场，信心比金子更重要。","content":"<html><head></head><body><p>在经历了3月份的深V反弹后，最近市场显得有些萎靡。</p><p>就拿科技股来说，大厂们的股价走出了倒V的形态，显示市场在3月份喊话后，经历了一波回暖的脉冲，现在又正悉数回落，似乎要重回下跌通道。</p><p>市场，信心比金子更重要。</p><p><b>但问题是，信心为何总是这么脆弱？</b></p><p><b>01宏观迷雾</b></p><p><b>信心的底座，来自宏观，但现在的宏观，仍然迷雾重重。</b></p><p><b>首先是俄乌战争。</b>尽管已经打了一个多月，但是战况仍然焦灼，谈判也是异常艰难，昨天传出可能达成停战协议，今天说谈判陷入死胡同，明天又会有什么消息颠覆三观，没有人说得准。</p><p>实际上，仗打到这份上，双方都不可能退让，俄罗斯自不必说，本身就拥有强大的军事力量，这个时候怂，前功尽弃不说，以后在北约面前也不可能再抬起头；</p><p>乌克兰也一样，总统泽连斯基在西方社会四处奔走相告，誓言要血战到底，这个时候退缩，乌克兰在西方阵营的战略地位也会被质疑，何况，有西方无底线的支持和援助，也不用担心家底不够。</p><p><b>所幸，战争对于市场的影响，没有刚开始那样强烈，</b>拉长时间看，战争总有结束的一天，只是在这一天到来之时，市场仍然很难完全撇清战争的影响。</p><p><b>其次，流动性方面。</b>随着创纪录通胀数据的出现，美联储加快收水的声音越来越强烈，并会带动全球进入新一轮的货币收缩期。</p><p><img src=\"https://static.tigerbbs.com/66334b78b71b0a186fb92ef454b06c04\" tg-width=\"640\" tg-height=\"945\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>最后，还是咱们经济的事情。</b></p><p><b>今年的经济压力是显而易见的，</b>外围地缘局势紧张、流动性收缩加快，同时外界的疫情好转，使得中国的出口红利进一步消退，内部又出现局面疫情紧张局面。</p><p>上个月的两会，总理把今年经济增长目标定在5.5%，给了市场一定的稳增长信心。如果形势没有变化，相信市场对完成这个增长任务还是接受的，但现在形势有变，无疑会令到大家的信心走弱。</p><p>这也是最近几天，上头不断在开会研判经济形势和制定对策的原因，期待已久的降准也已经落地。不过，外围都是收水，我们降准乃至降息的空间自然也会狭窄了许多。另外，Q1宏观经济数据的发布，又让大家真切感受到经济增长的压力。</p><p>GDP主要由出口、投资和消费构成，在出口红利消退不可逆的大环境下，<b>唯有寄希望于通过投资和消费来拉动，其中政府能够操控自如的，还在于基建。</b></p><p>接下来，可以预期的是，除了政策不断作为，还会有更多政府主导的大项目开工建设，以最为传统而有效的方式，确保今年的稳增长任务。</p><p>另外，鉴于上海疫情对供应链造成的冲击，国家再一次出面稳定信心。</p><p><img src=\"https://static.tigerbbs.com/7dda32370ea0643f0c10a5d1b2845331\" tg-width=\"750\" tg-height=\"1034\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>至于消费，其实也是可以是一个选项，就看国家如何在居民消费上再做文章了</b>，现在上头也在不断释放要提振消费，特别说到了汽车消费、数字消费，但最终还是要看究竟如何落地，没有实质性的措施，很可能就是炒一下，最后又都泯灭众人。</p><p><b>02互联网，到没到底？</b></p><p>最近回调比较大的板块，互联网是其中之一。</p><p>掐指一算，自去年正式反垄断以来，时间已经整整过去一年，这一年互联网的惨烈程度，超出了很多人的想象，虽然行业见顶是一个因素，但股价斩到现在这个程度，监管的影响因素更大。</p><p>解铃还须系铃人，这也是3月份上头喊话说提及互联网监管有可能向好的方向发展后，板块开始大反弹的重要原因。现在市场大多数的观点都认为3月15日是一个底部，至少也算得上阶段性底部。</p><p>不过，随着最近互联网开始走弱，看得出市场的信心还是有所不足：<b>到底监管是真的向好，还是纯粹安抚市场而已？</b></p><p>实际上，监管的逻辑也不难理解，<b>在我看来，只要达到两个目的，压制因素才会消除。</b></p><p><b>第一，在股权结构上要有所调整。</b>这样做的目的很简单，可以让大量的利润留在国内，并用到更应该用到的地方，不至于总是被人诟病赚国人的钱，让外资受益。另外，在股权结构的调整上，也有利于互联网公司朝着国家希望的方向去发展。</p><p><b>第二，在企业最高的权力机构席位上，要有“自己人”，</b>这样才能够确保企业的发展道路不走偏。</p><p>更简单直白一点，那就是<b>要钱要人</b>。有些人可能对此颇有微词，但如果回溯到20多年前，国家对于企业的总的指导方针，你就会明白这一年所发生的事情。</p><p>当年在面对企业发展大方向上，国家制定的总方针，只有四个字：<b>抓大放小</b>。具体讲，就是对国家有重大战略安全意义、对国计民生产生重大影响、重要的基础设施和服务领域，由国有资本主导，而一般性竞争性领域则可以由国有以外的资本主导。</p><p>在这个总方针指导下，开启了1990年末2000年代初那一段波澜壮阔的国退民进，后来的互联网也是受益于此方针。现在，国家对互联网行业的反垄断，其实也是基于这个总方针。因为现在的互联网，已经不再局限于一般性竞争性领域，它已经发展成为对国家有重大战略安全意义、对国计民生产生重大影响，是最重要的基础设施之一，显然不能再由私人资本主导。</p><p>如果再看看反垄断所打出来的旗号——<b>防止资本无序扩张</b>，就更能明白国家的用意，资本这个东西，对于提升效率的作用毋庸置疑，但在公平问题上就作为有限了。</p><p>当然，简单地套用过去的做法，也不合适，因为互联网是新物种，过往也没有经验可以直接套用，所以国家在这一年里，也是不断探索新路子。从上头释放出来的信号，利好多过利空，加上整个行业已经跌成这个样子，<b>对互联网的悲观情绪，可以放一放了。</b></p><p>至于，最后会以什么样的结果示人，我们唯有拭目以待。</p><p><b>03生物医药，至暗时刻还未退去</b></p><p>除了互联网，另外一个行业过去一年也相当惨烈，那就是生物医药。以创新药为例，中国最优秀的创新药企，一年来的跌幅，都非常大，腰斩都算轻的了，8成都不在少数。</p><p>政策收紧、医保谈判、集采预期、包括行业内卷，都是大家说得很多的理由，这个毋庸置疑，但我想，回归到生物医药最根本的商业逻辑，国产创新药最大的问题，还在于<b>研发孱弱，没有持续出爆款新药的能力。</b></p><p>以最火热的PD-1为例，国内已经有6家药企获批上市，但要知道，这个药都是“抄”外国的，即国外开发出来了，我们循着别人的路走，说白了还是跟风，现在外国没有新药了，我们也就偃旗息鼓了。</p><p>对于生物医药公司来说，没有爆款药，跟电影公司没了爆款IP一样，是一个很让人焦虑的事情，这意味着生意会缺乏后劲，而坐山吃老本的日子，不可能长时间维持，更不可能有增长。</p><p>实事求是地讲，现在全球药企都面临爆款药慌，这个绝不是中国才有，想想之前那些划时代的爆款药，PD-1、阿达木单抗、威尔刚，都是很多年以前的事了，而且从生物医药研发的角度看，爆款药也不可能天天有，10年出一款就很不错了。</p><p>但外国大药企的优势在于，皮粗肉厚，有足够的“棉衣”过冬。国内就不一样了，尤其是那些成立时间短，在售药物不多，自身造血功能有限，甚至仍处于大额亏损状态的药企，面临的困境就更为极端。如果考虑到在研管线还不少，还得不断往里面投钱，净利润止损回正，更显得遥遥无期。</p><p>过去资本狂热，使得不少新药厂研发很激进，还爆出过一条有点分量的在研管线，丢到港股，可以卖100亿，但现在已是春去秋来。</p><p>摊开创新药管线，好一点的也就是在PD-1新的适应症做做文章。表面上看，这是一个增量，但行业的内卷加剧，前方又有医保控费，这个增量，到底能多大程度转化为实打实的业绩，都是未知数。</p><p>至于其他药，不是跟风，失去时间优势，就是所对应的市场空间小，或者竞争白热化，内卷严重。<b>现在创新药企的管线，让生意继续做下去，问题不大，但要想再次撩拨资本神经，再次支撑起投资者的想象力，就没有以前那么乐观了。</b></p><p>换句话说，生物医药的日子，仍然不好过，什么时候能够反转，大概要出新爆款药的时候再见吧。</p><p><b>04结语</b></p><p>股市涨跌，不过是周期而已。</p><p>互联网、生物医药、消费股，共同的特点就是过去多年持续受到追捧，但在去年又相继大热倒灶，不论是股价跌幅、估值回撤，都相当大。</p><p>于是乎，有一些资金时刻在押注这些板块反弹甚至反转。特别3月中旬后，高层释放出不少利于这些板块的信息，令到市场热闹了一阵。只是最近的下跌，似乎又有回到原点，令到不少资金开始犹豫。</p><p>应该承认，今年的经济压力是确实存在的，今年的市场环境也未必会好。不过，乐观一点看，有危便有机，低迷时刻往往也孕育着机会。投资有时候并不需要过于复杂的分析和模型，只需要回归常识，像互联网、生物医药、乃至消费股，到底会不会反转，其实只需要回答一个简单的问题：</p><p><b>我们的生活，不需要互联网了吗？我们的健康问题，不需要创新药了吗？</b></p><p>答案当然是否定的。当然，前提必须是这些企业要能够持续为用户、为社会、为国家乃至为世界创造价值，这样它们自身的价值才不至于毁灭。</p><p>有了这个底，或者是时候再回味一下巴老爷子那句话：</p><p><i><b>“别人贪婪我恐惧，别人恐惧我贪婪。”</b></i></p></body></html>","source":"gelonghui_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>互联网科技股有没有底？再继续悲观可能会后悔</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n互联网科技股有没有底？再继续悲观可能会后悔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/522259><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历了3月份的深V反弹后，最近市场显得有些萎靡。就拿科技股来说，大厂们的股价走出了倒V的形态，显示市场在3月份喊话后，经历了一波回暖的脉冲，现在又正悉数回落，似乎要重回下跌通道。市场，信心比金子更重要。但问题是，信心为何总是这么脆弱？01宏观迷雾信心的底座，来自宏观，但现在的宏观，仍然迷雾重重。首先是俄乌战争。尽管已经打了一个多月，但是战况仍然焦灼，谈判也是异常艰难，昨天传出可能达成停战协议，...</p>\n\n<a href=\"https://www.gelonghui.com/p/522259\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0faf92a3ef12202a66ea6b7e8ae6f45e","relate_stocks":{"BK4526":"热门中概股","CQQQ":"中国科技指数ETF-Guggenheim","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.gelonghui.com/p/522259","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1148785598","content_text":"在经历了3月份的深V反弹后，最近市场显得有些萎靡。就拿科技股来说，大厂们的股价走出了倒V的形态，显示市场在3月份喊话后，经历了一波回暖的脉冲，现在又正悉数回落，似乎要重回下跌通道。市场，信心比金子更重要。但问题是，信心为何总是这么脆弱？01宏观迷雾信心的底座，来自宏观，但现在的宏观，仍然迷雾重重。首先是俄乌战争。尽管已经打了一个多月，但是战况仍然焦灼，谈判也是异常艰难，昨天传出可能达成停战协议，今天说谈判陷入死胡同，明天又会有什么消息颠覆三观，没有人说得准。实际上，仗打到这份上，双方都不可能退让，俄罗斯自不必说，本身就拥有强大的军事力量，这个时候怂，前功尽弃不说，以后在北约面前也不可能再抬起头；乌克兰也一样，总统泽连斯基在西方社会四处奔走相告，誓言要血战到底，这个时候退缩，乌克兰在西方阵营的战略地位也会被质疑，何况，有西方无底线的支持和援助，也不用担心家底不够。所幸，战争对于市场的影响，没有刚开始那样强烈，拉长时间看，战争总有结束的一天，只是在这一天到来之时，市场仍然很难完全撇清战争的影响。其次，流动性方面。随着创纪录通胀数据的出现，美联储加快收水的声音越来越强烈，并会带动全球进入新一轮的货币收缩期。最后，还是咱们经济的事情。今年的经济压力是显而易见的，外围地缘局势紧张、流动性收缩加快，同时外界的疫情好转，使得中国的出口红利进一步消退，内部又出现局面疫情紧张局面。上个月的两会，总理把今年经济增长目标定在5.5%，给了市场一定的稳增长信心。如果形势没有变化，相信市场对完成这个增长任务还是接受的，但现在形势有变，无疑会令到大家的信心走弱。这也是最近几天，上头不断在开会研判经济形势和制定对策的原因，期待已久的降准也已经落地。不过，外围都是收水，我们降准乃至降息的空间自然也会狭窄了许多。另外，Q1宏观经济数据的发布，又让大家真切感受到经济增长的压力。GDP主要由出口、投资和消费构成，在出口红利消退不可逆的大环境下，唯有寄希望于通过投资和消费来拉动，其中政府能够操控自如的，还在于基建。接下来，可以预期的是，除了政策不断作为，还会有更多政府主导的大项目开工建设，以最为传统而有效的方式，确保今年的稳增长任务。另外，鉴于上海疫情对供应链造成的冲击，国家再一次出面稳定信心。至于消费，其实也是可以是一个选项，就看国家如何在居民消费上再做文章了，现在上头也在不断释放要提振消费，特别说到了汽车消费、数字消费，但最终还是要看究竟如何落地，没有实质性的措施，很可能就是炒一下，最后又都泯灭众人。02互联网，到没到底？最近回调比较大的板块，互联网是其中之一。掐指一算，自去年正式反垄断以来，时间已经整整过去一年，这一年互联网的惨烈程度，超出了很多人的想象，虽然行业见顶是一个因素，但股价斩到现在这个程度，监管的影响因素更大。解铃还须系铃人，这也是3月份上头喊话说提及互联网监管有可能向好的方向发展后，板块开始大反弹的重要原因。现在市场大多数的观点都认为3月15日是一个底部，至少也算得上阶段性底部。不过，随着最近互联网开始走弱，看得出市场的信心还是有所不足：到底监管是真的向好，还是纯粹安抚市场而已？实际上，监管的逻辑也不难理解，在我看来，只要达到两个目的，压制因素才会消除。第一，在股权结构上要有所调整。这样做的目的很简单，可以让大量的利润留在国内，并用到更应该用到的地方，不至于总是被人诟病赚国人的钱，让外资受益。另外，在股权结构的调整上，也有利于互联网公司朝着国家希望的方向去发展。第二，在企业最高的权力机构席位上，要有“自己人”，这样才能够确保企业的发展道路不走偏。更简单直白一点，那就是要钱要人。有些人可能对此颇有微词，但如果回溯到20多年前，国家对于企业的总的指导方针，你就会明白这一年所发生的事情。当年在面对企业发展大方向上，国家制定的总方针，只有四个字：抓大放小。具体讲，就是对国家有重大战略安全意义、对国计民生产生重大影响、重要的基础设施和服务领域，由国有资本主导，而一般性竞争性领域则可以由国有以外的资本主导。在这个总方针指导下，开启了1990年末2000年代初那一段波澜壮阔的国退民进，后来的互联网也是受益于此方针。现在，国家对互联网行业的反垄断，其实也是基于这个总方针。因为现在的互联网，已经不再局限于一般性竞争性领域，它已经发展成为对国家有重大战略安全意义、对国计民生产生重大影响，是最重要的基础设施之一，显然不能再由私人资本主导。如果再看看反垄断所打出来的旗号——防止资本无序扩张，就更能明白国家的用意，资本这个东西，对于提升效率的作用毋庸置疑，但在公平问题上就作为有限了。当然，简单地套用过去的做法，也不合适，因为互联网是新物种，过往也没有经验可以直接套用，所以国家在这一年里，也是不断探索新路子。从上头释放出来的信号，利好多过利空，加上整个行业已经跌成这个样子，对互联网的悲观情绪，可以放一放了。至于，最后会以什么样的结果示人，我们唯有拭目以待。03生物医药，至暗时刻还未退去除了互联网，另外一个行业过去一年也相当惨烈，那就是生物医药。以创新药为例，中国最优秀的创新药企，一年来的跌幅，都非常大，腰斩都算轻的了，8成都不在少数。政策收紧、医保谈判、集采预期、包括行业内卷，都是大家说得很多的理由，这个毋庸置疑，但我想，回归到生物医药最根本的商业逻辑，国产创新药最大的问题，还在于研发孱弱，没有持续出爆款新药的能力。以最火热的PD-1为例，国内已经有6家药企获批上市，但要知道，这个药都是“抄”外国的，即国外开发出来了，我们循着别人的路走，说白了还是跟风，现在外国没有新药了，我们也就偃旗息鼓了。对于生物医药公司来说，没有爆款药，跟电影公司没了爆款IP一样，是一个很让人焦虑的事情，这意味着生意会缺乏后劲，而坐山吃老本的日子，不可能长时间维持，更不可能有增长。实事求是地讲，现在全球药企都面临爆款药慌，这个绝不是中国才有，想想之前那些划时代的爆款药，PD-1、阿达木单抗、威尔刚，都是很多年以前的事了，而且从生物医药研发的角度看，爆款药也不可能天天有，10年出一款就很不错了。但外国大药企的优势在于，皮粗肉厚，有足够的“棉衣”过冬。国内就不一样了，尤其是那些成立时间短，在售药物不多，自身造血功能有限，甚至仍处于大额亏损状态的药企，面临的困境就更为极端。如果考虑到在研管线还不少，还得不断往里面投钱，净利润止损回正，更显得遥遥无期。过去资本狂热，使得不少新药厂研发很激进，还爆出过一条有点分量的在研管线，丢到港股，可以卖100亿，但现在已是春去秋来。摊开创新药管线，好一点的也就是在PD-1新的适应症做做文章。表面上看，这是一个增量，但行业的内卷加剧，前方又有医保控费，这个增量，到底能多大程度转化为实打实的业绩，都是未知数。至于其他药，不是跟风，失去时间优势，就是所对应的市场空间小，或者竞争白热化，内卷严重。现在创新药企的管线，让生意继续做下去，问题不大，但要想再次撩拨资本神经，再次支撑起投资者的想象力，就没有以前那么乐观了。换句话说，生物医药的日子，仍然不好过，什么时候能够反转，大概要出新爆款药的时候再见吧。04结语股市涨跌，不过是周期而已。互联网、生物医药、消费股，共同的特点就是过去多年持续受到追捧，但在去年又相继大热倒灶，不论是股价跌幅、估值回撤，都相当大。于是乎，有一些资金时刻在押注这些板块反弹甚至反转。特别3月中旬后，高层释放出不少利于这些板块的信息，令到市场热闹了一阵。只是最近的下跌，似乎又有回到原点，令到不少资金开始犹豫。应该承认，今年的经济压力是确实存在的，今年的市场环境也未必会好。不过，乐观一点看，有危便有机，低迷时刻往往也孕育着机会。投资有时候并不需要过于复杂的分析和模型，只需要回归常识，像互联网、生物医药、乃至消费股，到底会不会反转，其实只需要回答一个简单的问题：我们的生活，不需要互联网了吗？我们的健康问题，不需要创新药了吗？答案当然是否定的。当然，前提必须是这些企业要能够持续为用户、为社会、为国家乃至为世界创造价值，这样它们自身的价值才不至于毁灭。有了这个底，或者是时候再回味一下巴老爷子那句话：“别人贪婪我恐惧，别人恐惧我贪婪。”","news_type":1,"symbols_score_info":{"CQQQ":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611174331,"gmtCreate":1650381009402,"gmtModify":1650381009670,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611174331","repostId":"1148785598","repostType":4,"repost":{"id":"1148785598","kind":"news","pubTimestamp":1650373816,"share":"https://ttm.financial/m/news/1148785598?lang=&edition=full","pubTime":"2022-04-19 21:10","market":"us","language":"zh","title":"互联网科技股有没有底？再继续悲观可能会后悔","url":"https://stock-news.laohu8.com/highlight/detail?id=1148785598","media":"格隆汇","summary":"市场，信心比金子更重要。","content":"<html><head></head><body><p>在经历了3月份的深V反弹后，最近市场显得有些萎靡。</p><p>就拿科技股来说，大厂们的股价走出了倒V的形态，显示市场在3月份喊话后，经历了一波回暖的脉冲，现在又正悉数回落，似乎要重回下跌通道。</p><p>市场，信心比金子更重要。</p><p><b>但问题是，信心为何总是这么脆弱？</b></p><p><b>01宏观迷雾</b></p><p><b>信心的底座，来自宏观，但现在的宏观，仍然迷雾重重。</b></p><p><b>首先是俄乌战争。</b>尽管已经打了一个多月，但是战况仍然焦灼，谈判也是异常艰难，昨天传出可能达成停战协议，今天说谈判陷入死胡同，明天又会有什么消息颠覆三观，没有人说得准。</p><p>实际上，仗打到这份上，双方都不可能退让，俄罗斯自不必说，本身就拥有强大的军事力量，这个时候怂，前功尽弃不说，以后在北约面前也不可能再抬起头；</p><p>乌克兰也一样，总统泽连斯基在西方社会四处奔走相告，誓言要血战到底，这个时候退缩，乌克兰在西方阵营的战略地位也会被质疑，何况，有西方无底线的支持和援助，也不用担心家底不够。</p><p><b>所幸，战争对于市场的影响，没有刚开始那样强烈，</b>拉长时间看，战争总有结束的一天，只是在这一天到来之时，市场仍然很难完全撇清战争的影响。</p><p><b>其次，流动性方面。</b>随着创纪录通胀数据的出现，美联储加快收水的声音越来越强烈，并会带动全球进入新一轮的货币收缩期。</p><p><img src=\"https://static.tigerbbs.com/66334b78b71b0a186fb92ef454b06c04\" tg-width=\"640\" tg-height=\"945\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>最后，还是咱们经济的事情。</b></p><p><b>今年的经济压力是显而易见的，</b>外围地缘局势紧张、流动性收缩加快，同时外界的疫情好转，使得中国的出口红利进一步消退，内部又出现局面疫情紧张局面。</p><p>上个月的两会，总理把今年经济增长目标定在5.5%，给了市场一定的稳增长信心。如果形势没有变化，相信市场对完成这个增长任务还是接受的，但现在形势有变，无疑会令到大家的信心走弱。</p><p>这也是最近几天，上头不断在开会研判经济形势和制定对策的原因，期待已久的降准也已经落地。不过，外围都是收水，我们降准乃至降息的空间自然也会狭窄了许多。另外，Q1宏观经济数据的发布，又让大家真切感受到经济增长的压力。</p><p>GDP主要由出口、投资和消费构成，在出口红利消退不可逆的大环境下，<b>唯有寄希望于通过投资和消费来拉动，其中政府能够操控自如的，还在于基建。</b></p><p>接下来，可以预期的是，除了政策不断作为，还会有更多政府主导的大项目开工建设，以最为传统而有效的方式，确保今年的稳增长任务。</p><p>另外，鉴于上海疫情对供应链造成的冲击，国家再一次出面稳定信心。</p><p><img src=\"https://static.tigerbbs.com/7dda32370ea0643f0c10a5d1b2845331\" tg-width=\"750\" tg-height=\"1034\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>至于消费，其实也是可以是一个选项，就看国家如何在居民消费上再做文章了</b>，现在上头也在不断释放要提振消费，特别说到了汽车消费、数字消费，但最终还是要看究竟如何落地，没有实质性的措施，很可能就是炒一下，最后又都泯灭众人。</p><p><b>02互联网，到没到底？</b></p><p>最近回调比较大的板块，互联网是其中之一。</p><p>掐指一算，自去年正式反垄断以来，时间已经整整过去一年，这一年互联网的惨烈程度，超出了很多人的想象，虽然行业见顶是一个因素，但股价斩到现在这个程度，监管的影响因素更大。</p><p>解铃还须系铃人，这也是3月份上头喊话说提及互联网监管有可能向好的方向发展后，板块开始大反弹的重要原因。现在市场大多数的观点都认为3月15日是一个底部，至少也算得上阶段性底部。</p><p>不过，随着最近互联网开始走弱，看得出市场的信心还是有所不足：<b>到底监管是真的向好，还是纯粹安抚市场而已？</b></p><p>实际上，监管的逻辑也不难理解，<b>在我看来，只要达到两个目的，压制因素才会消除。</b></p><p><b>第一，在股权结构上要有所调整。</b>这样做的目的很简单，可以让大量的利润留在国内，并用到更应该用到的地方，不至于总是被人诟病赚国人的钱，让外资受益。另外，在股权结构的调整上，也有利于互联网公司朝着国家希望的方向去发展。</p><p><b>第二，在企业最高的权力机构席位上，要有“自己人”，</b>这样才能够确保企业的发展道路不走偏。</p><p>更简单直白一点，那就是<b>要钱要人</b>。有些人可能对此颇有微词，但如果回溯到20多年前，国家对于企业的总的指导方针，你就会明白这一年所发生的事情。</p><p>当年在面对企业发展大方向上，国家制定的总方针，只有四个字：<b>抓大放小</b>。具体讲，就是对国家有重大战略安全意义、对国计民生产生重大影响、重要的基础设施和服务领域，由国有资本主导，而一般性竞争性领域则可以由国有以外的资本主导。</p><p>在这个总方针指导下，开启了1990年末2000年代初那一段波澜壮阔的国退民进，后来的互联网也是受益于此方针。现在，国家对互联网行业的反垄断，其实也是基于这个总方针。因为现在的互联网，已经不再局限于一般性竞争性领域，它已经发展成为对国家有重大战略安全意义、对国计民生产生重大影响，是最重要的基础设施之一，显然不能再由私人资本主导。</p><p>如果再看看反垄断所打出来的旗号——<b>防止资本无序扩张</b>，就更能明白国家的用意，资本这个东西，对于提升效率的作用毋庸置疑，但在公平问题上就作为有限了。</p><p>当然，简单地套用过去的做法，也不合适，因为互联网是新物种，过往也没有经验可以直接套用，所以国家在这一年里，也是不断探索新路子。从上头释放出来的信号，利好多过利空，加上整个行业已经跌成这个样子，<b>对互联网的悲观情绪，可以放一放了。</b></p><p>至于，最后会以什么样的结果示人，我们唯有拭目以待。</p><p><b>03生物医药，至暗时刻还未退去</b></p><p>除了互联网，另外一个行业过去一年也相当惨烈，那就是生物医药。以创新药为例，中国最优秀的创新药企，一年来的跌幅，都非常大，腰斩都算轻的了，8成都不在少数。</p><p>政策收紧、医保谈判、集采预期、包括行业内卷，都是大家说得很多的理由，这个毋庸置疑，但我想，回归到生物医药最根本的商业逻辑，国产创新药最大的问题，还在于<b>研发孱弱，没有持续出爆款新药的能力。</b></p><p>以最火热的PD-1为例，国内已经有6家药企获批上市，但要知道，这个药都是“抄”外国的，即国外开发出来了，我们循着别人的路走，说白了还是跟风，现在外国没有新药了，我们也就偃旗息鼓了。</p><p>对于生物医药公司来说，没有爆款药，跟电影公司没了爆款IP一样，是一个很让人焦虑的事情，这意味着生意会缺乏后劲，而坐山吃老本的日子，不可能长时间维持，更不可能有增长。</p><p>实事求是地讲，现在全球药企都面临爆款药慌，这个绝不是中国才有，想想之前那些划时代的爆款药，PD-1、阿达木单抗、威尔刚，都是很多年以前的事了，而且从生物医药研发的角度看，爆款药也不可能天天有，10年出一款就很不错了。</p><p>但外国大药企的优势在于，皮粗肉厚，有足够的“棉衣”过冬。国内就不一样了，尤其是那些成立时间短，在售药物不多，自身造血功能有限，甚至仍处于大额亏损状态的药企，面临的困境就更为极端。如果考虑到在研管线还不少，还得不断往里面投钱，净利润止损回正，更显得遥遥无期。</p><p>过去资本狂热，使得不少新药厂研发很激进，还爆出过一条有点分量的在研管线，丢到港股，可以卖100亿，但现在已是春去秋来。</p><p>摊开创新药管线，好一点的也就是在PD-1新的适应症做做文章。表面上看，这是一个增量，但行业的内卷加剧，前方又有医保控费，这个增量，到底能多大程度转化为实打实的业绩，都是未知数。</p><p>至于其他药，不是跟风，失去时间优势，就是所对应的市场空间小，或者竞争白热化，内卷严重。<b>现在创新药企的管线，让生意继续做下去，问题不大，但要想再次撩拨资本神经，再次支撑起投资者的想象力，就没有以前那么乐观了。</b></p><p>换句话说，生物医药的日子，仍然不好过，什么时候能够反转，大概要出新爆款药的时候再见吧。</p><p><b>04结语</b></p><p>股市涨跌，不过是周期而已。</p><p>互联网、生物医药、消费股，共同的特点就是过去多年持续受到追捧，但在去年又相继大热倒灶，不论是股价跌幅、估值回撤，都相当大。</p><p>于是乎，有一些资金时刻在押注这些板块反弹甚至反转。特别3月中旬后，高层释放出不少利于这些板块的信息，令到市场热闹了一阵。只是最近的下跌，似乎又有回到原点，令到不少资金开始犹豫。</p><p>应该承认，今年的经济压力是确实存在的，今年的市场环境也未必会好。不过，乐观一点看，有危便有机，低迷时刻往往也孕育着机会。投资有时候并不需要过于复杂的分析和模型，只需要回归常识，像互联网、生物医药、乃至消费股，到底会不会反转，其实只需要回答一个简单的问题：</p><p><b>我们的生活，不需要互联网了吗？我们的健康问题，不需要创新药了吗？</b></p><p>答案当然是否定的。当然，前提必须是这些企业要能够持续为用户、为社会、为国家乃至为世界创造价值，这样它们自身的价值才不至于毁灭。</p><p>有了这个底，或者是时候再回味一下巴老爷子那句话：</p><p><i><b>“别人贪婪我恐惧，别人恐惧我贪婪。”</b></i></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n互联网科技股有没有底？再继续悲观可能会后悔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/522259><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历了3月份的深V反弹后，最近市场显得有些萎靡。就拿科技股来说，大厂们的股价走出了倒V的形态，显示市场在3月份喊话后，经历了一波回暖的脉冲，现在又正悉数回落，似乎要重回下跌通道。市场，信心比金子更重要。但问题是，信心为何总是这么脆弱？01宏观迷雾信心的底座，来自宏观，但现在的宏观，仍然迷雾重重。首先是俄乌战争。尽管已经打了一个多月，但是战况仍然焦灼，谈判也是异常艰难，昨天传出可能达成停战协议，...</p>\n\n<a href=\"https://www.gelonghui.com/p/522259\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0faf92a3ef12202a66ea6b7e8ae6f45e","relate_stocks":{"BK4526":"热门中概股","CQQQ":"中国科技指数ETF-Guggenheim","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.gelonghui.com/p/522259","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1148785598","content_text":"在经历了3月份的深V反弹后，最近市场显得有些萎靡。就拿科技股来说，大厂们的股价走出了倒V的形态，显示市场在3月份喊话后，经历了一波回暖的脉冲，现在又正悉数回落，似乎要重回下跌通道。市场，信心比金子更重要。但问题是，信心为何总是这么脆弱？01宏观迷雾信心的底座，来自宏观，但现在的宏观，仍然迷雾重重。首先是俄乌战争。尽管已经打了一个多月，但是战况仍然焦灼，谈判也是异常艰难，昨天传出可能达成停战协议，今天说谈判陷入死胡同，明天又会有什么消息颠覆三观，没有人说得准。实际上，仗打到这份上，双方都不可能退让，俄罗斯自不必说，本身就拥有强大的军事力量，这个时候怂，前功尽弃不说，以后在北约面前也不可能再抬起头；乌克兰也一样，总统泽连斯基在西方社会四处奔走相告，誓言要血战到底，这个时候退缩，乌克兰在西方阵营的战略地位也会被质疑，何况，有西方无底线的支持和援助，也不用担心家底不够。所幸，战争对于市场的影响，没有刚开始那样强烈，拉长时间看，战争总有结束的一天，只是在这一天到来之时，市场仍然很难完全撇清战争的影响。其次，流动性方面。随着创纪录通胀数据的出现，美联储加快收水的声音越来越强烈，并会带动全球进入新一轮的货币收缩期。最后，还是咱们经济的事情。今年的经济压力是显而易见的，外围地缘局势紧张、流动性收缩加快，同时外界的疫情好转，使得中国的出口红利进一步消退，内部又出现局面疫情紧张局面。上个月的两会，总理把今年经济增长目标定在5.5%，给了市场一定的稳增长信心。如果形势没有变化，相信市场对完成这个增长任务还是接受的，但现在形势有变，无疑会令到大家的信心走弱。这也是最近几天，上头不断在开会研判经济形势和制定对策的原因，期待已久的降准也已经落地。不过，外围都是收水，我们降准乃至降息的空间自然也会狭窄了许多。另外，Q1宏观经济数据的发布，又让大家真切感受到经济增长的压力。GDP主要由出口、投资和消费构成，在出口红利消退不可逆的大环境下，唯有寄希望于通过投资和消费来拉动，其中政府能够操控自如的，还在于基建。接下来，可以预期的是，除了政策不断作为，还会有更多政府主导的大项目开工建设，以最为传统而有效的方式，确保今年的稳增长任务。另外，鉴于上海疫情对供应链造成的冲击，国家再一次出面稳定信心。至于消费，其实也是可以是一个选项，就看国家如何在居民消费上再做文章了，现在上头也在不断释放要提振消费，特别说到了汽车消费、数字消费，但最终还是要看究竟如何落地，没有实质性的措施，很可能就是炒一下，最后又都泯灭众人。02互联网，到没到底？最近回调比较大的板块，互联网是其中之一。掐指一算，自去年正式反垄断以来，时间已经整整过去一年，这一年互联网的惨烈程度，超出了很多人的想象，虽然行业见顶是一个因素，但股价斩到现在这个程度，监管的影响因素更大。解铃还须系铃人，这也是3月份上头喊话说提及互联网监管有可能向好的方向发展后，板块开始大反弹的重要原因。现在市场大多数的观点都认为3月15日是一个底部，至少也算得上阶段性底部。不过，随着最近互联网开始走弱，看得出市场的信心还是有所不足：到底监管是真的向好，还是纯粹安抚市场而已？实际上，监管的逻辑也不难理解，在我看来，只要达到两个目的，压制因素才会消除。第一，在股权结构上要有所调整。这样做的目的很简单，可以让大量的利润留在国内，并用到更应该用到的地方，不至于总是被人诟病赚国人的钱，让外资受益。另外，在股权结构的调整上，也有利于互联网公司朝着国家希望的方向去发展。第二，在企业最高的权力机构席位上，要有“自己人”，这样才能够确保企业的发展道路不走偏。更简单直白一点，那就是要钱要人。有些人可能对此颇有微词，但如果回溯到20多年前，国家对于企业的总的指导方针，你就会明白这一年所发生的事情。当年在面对企业发展大方向上，国家制定的总方针，只有四个字：抓大放小。具体讲，就是对国家有重大战略安全意义、对国计民生产生重大影响、重要的基础设施和服务领域，由国有资本主导，而一般性竞争性领域则可以由国有以外的资本主导。在这个总方针指导下，开启了1990年末2000年代初那一段波澜壮阔的国退民进，后来的互联网也是受益于此方针。现在，国家对互联网行业的反垄断，其实也是基于这个总方针。因为现在的互联网，已经不再局限于一般性竞争性领域，它已经发展成为对国家有重大战略安全意义、对国计民生产生重大影响，是最重要的基础设施之一，显然不能再由私人资本主导。如果再看看反垄断所打出来的旗号——防止资本无序扩张，就更能明白国家的用意，资本这个东西，对于提升效率的作用毋庸置疑，但在公平问题上就作为有限了。当然，简单地套用过去的做法，也不合适，因为互联网是新物种，过往也没有经验可以直接套用，所以国家在这一年里，也是不断探索新路子。从上头释放出来的信号，利好多过利空，加上整个行业已经跌成这个样子，对互联网的悲观情绪，可以放一放了。至于，最后会以什么样的结果示人，我们唯有拭目以待。03生物医药，至暗时刻还未退去除了互联网，另外一个行业过去一年也相当惨烈，那就是生物医药。以创新药为例，中国最优秀的创新药企，一年来的跌幅，都非常大，腰斩都算轻的了，8成都不在少数。政策收紧、医保谈判、集采预期、包括行业内卷，都是大家说得很多的理由，这个毋庸置疑，但我想，回归到生物医药最根本的商业逻辑，国产创新药最大的问题，还在于研发孱弱，没有持续出爆款新药的能力。以最火热的PD-1为例，国内已经有6家药企获批上市，但要知道，这个药都是“抄”外国的，即国外开发出来了，我们循着别人的路走，说白了还是跟风，现在外国没有新药了，我们也就偃旗息鼓了。对于生物医药公司来说，没有爆款药，跟电影公司没了爆款IP一样，是一个很让人焦虑的事情，这意味着生意会缺乏后劲，而坐山吃老本的日子，不可能长时间维持，更不可能有增长。实事求是地讲，现在全球药企都面临爆款药慌，这个绝不是中国才有，想想之前那些划时代的爆款药，PD-1、阿达木单抗、威尔刚，都是很多年以前的事了，而且从生物医药研发的角度看，爆款药也不可能天天有，10年出一款就很不错了。但外国大药企的优势在于，皮粗肉厚，有足够的“棉衣”过冬。国内就不一样了，尤其是那些成立时间短，在售药物不多，自身造血功能有限，甚至仍处于大额亏损状态的药企，面临的困境就更为极端。如果考虑到在研管线还不少，还得不断往里面投钱，净利润止损回正，更显得遥遥无期。过去资本狂热，使得不少新药厂研发很激进，还爆出过一条有点分量的在研管线，丢到港股，可以卖100亿，但现在已是春去秋来。摊开创新药管线，好一点的也就是在PD-1新的适应症做做文章。表面上看，这是一个增量，但行业的内卷加剧，前方又有医保控费，这个增量，到底能多大程度转化为实打实的业绩，都是未知数。至于其他药，不是跟风，失去时间优势，就是所对应的市场空间小，或者竞争白热化，内卷严重。现在创新药企的管线，让生意继续做下去，问题不大，但要想再次撩拨资本神经，再次支撑起投资者的想象力，就没有以前那么乐观了。换句话说，生物医药的日子，仍然不好过，什么时候能够反转，大概要出新爆款药的时候再见吧。04结语股市涨跌，不过是周期而已。互联网、生物医药、消费股，共同的特点就是过去多年持续受到追捧，但在去年又相继大热倒灶，不论是股价跌幅、估值回撤，都相当大。于是乎，有一些资金时刻在押注这些板块反弹甚至反转。特别3月中旬后，高层释放出不少利于这些板块的信息，令到市场热闹了一阵。只是最近的下跌，似乎又有回到原点，令到不少资金开始犹豫。应该承认，今年的经济压力是确实存在的，今年的市场环境也未必会好。不过，乐观一点看，有危便有机，低迷时刻往往也孕育着机会。投资有时候并不需要过于复杂的分析和模型，只需要回归常识，像互联网、生物医药、乃至消费股，到底会不会反转，其实只需要回答一个简单的问题：我们的生活，不需要互联网了吗？我们的健康问题，不需要创新药了吗？答案当然是否定的。当然，前提必须是这些企业要能够持续为用户、为社会、为国家乃至为世界创造价值，这样它们自身的价值才不至于毁灭。有了这个底，或者是时候再回味一下巴老爷子那句话：“别人贪婪我恐惧，别人恐惧我贪婪。”","news_type":1,"symbols_score_info":{"CQQQ":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611944619,"gmtCreate":1650285921580,"gmtModify":1650285971119,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611944619","repostId":"1138486640","repostType":4,"isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611032860,"gmtCreate":1650163887454,"gmtModify":1650163887668,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611032860","repostId":"2227839859","repostType":4,"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613732390,"gmtCreate":1650065758046,"gmtModify":1650065758324,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"??????&nbsp;","listText":"??????&nbsp;","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613732390","repostId":"1145962631","repostType":4,"repost":{"id":"1145962631","kind":"news","pubTimestamp":1650029102,"share":"https://ttm.financial/m/news/1145962631?lang=&edition=full","pubTime":"2022-04-15 21:25","market":"us","language":"zh","title":"芒格真的卖了阿里？","url":"https://stock-news.laohu8.com/highlight/detail?id=1145962631","media":"e公司","summary":"于是，芒格大幅卖出亏损股、98岁芒格兵败阿里、芒格廉颇老矣尚能饭否，如此这般的标题，立即充斥了资本市场。2021年一季度，芒格主导下的每日期刊公司，首次买入阿里巴巴ADR。在几乎直线的下跌中，每日期刊公司在2021年三季度和四季度加仓了阿里巴巴。随后，在2022年2月的每日期刊公司年会上，芒格夸赞了阿里巴巴公司，说它是合适的投资标的，投资这个公司让他感到舒适。两种可能那么，芒格真的卖了阿里巴巴吗？","content":"<html><head></head><body><blockquote><b>芒格辞职的时间是3月28日，而4月11日每日期刊公司提交的公告，显示的是3月31日的持仓数据。在3天的时间里，对于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>这样一只交易非常活跃的ADR来说，芒格的继任者有足够的时间，把仓位砍掉一半。这种可能性，我们将它称为“每日期刊公司变了”。</b></blockquote><p><b>作为沃伦·巴菲特一生的搭档，出生于1924年的查理·芒格的另一个身份，是每日期刊公司（Daily Journal）董事长。从1977年53岁上任，到2022年98岁辞职，芒格在这个职位上忙碌了45年。</b></p><p>作为巴菲特的搭档，芒格的投资方法虽然也是正宗的价值投资，但是在细节上和巴菲特不尽相同。简单来说，芒格的投资风格就是持股更加集中，对估值不是很看重，但对企业长期前景比较关心。这种投资方法，导致投资组合的短期波动更大，同时长期收益率可能也更高。</p><p>由于巴菲特并没有参与每日期刊公司的投资，因此从每日期刊公司的投资头寸上，人们往往能对芒格的股票投资一探究竟。</p><p><b>不过，花有重开日，人物再少年。再好的投资职业生涯，也终究有结束的一天。2022年3月28日，98岁高龄的芒格辞去了每日期刊公司董事长职务。</b></p><p><b>然而，就在两周以后的4月11日，市场上爆出了一个大新闻：每日期刊公司在2022年一季度，卖出了50%的阿里巴巴ADR（美国存托凭证）持股，出现大幅亏损。</b></p><p>于是，芒格大幅卖出亏损股、98岁芒格兵败阿里、芒格廉颇老矣尚能饭否，如此这般的标题，立即充斥了资本市场。</p><p><b>但是，芒格真的卖了阿里吗？</b></p><p><b>发生了什么？</b></p><p>2021年一季度，芒格主导下的每日期刊公司，首次买入阿里巴巴ADR。随后，阿里巴巴股价一路下跌，从2021年一季度的250美元附近，一直跌到了2022年一季度的100美元附近。</p><p>在几乎直线的下跌中，每日期刊公司在2021年三季度和四季度加仓了阿里巴巴。随后，在2022年2月的每日期刊公司年会上，芒格夸赞了阿里巴巴公司，说它是合适的投资标的，投资这个公司让他感到舒适。</p><p>但是，到了2022年3月28日，由于某种未公告的原因，芒格辞去了每日期刊公司董事长职务，仅继续担任公司董事。到了4月11日，每日期刊公司公告显示，截至2022年3月31日，公司所持有的阿里巴巴ADR，仅有之前持仓的一半。</p><p><b>两种可能</b></p><p>那么，芒格真的卖了阿里巴巴吗？细心的读者会发现，这件事其实有两种可能。</p><p><img src=\"https://static.tigerbbs.com/72da4b29cb471c1d0f387e4b471ba5b0\" tg-width=\"959\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/>供图：赵乃育</p><p>第一种可能，是芒格确实老糊涂了，在股票大幅亏损后就减仓了。我们不能否定这种可能，毕竟智慧的芒格自己就曾经说过，“不要迷信那些优秀的人，再优秀的人都有犯错的时候”。要知道，即使是拿破仑也曾打过败仗。这第一种可能，我们将它称为“芒格犯傻了”。</p><p>但是，在第一种可能之外，还有一种可能，会让我们以为自己看到的“芒格犯傻了”，完全不是事情的真相。</p><p>细心的读者一定已经发现，从以上描述的时间线里，芒格辞职的时间是3月28日，而4月11日每日期刊公司提交的公告，显示的是3月31日的持仓数据。</p><p><b>在3天的时间里，对于阿里巴巴这样一只交易非常活跃的ADR来说，芒格的继任者有足够的时间，把仓位砍掉一半。这第二种可能性，我们将它称为“每日期刊公司变了”。</b></p><p>那么，美国市场的流动性，支持这种“3天砍仓一半”的交易吗？根据每日期刊公司披露的数据，其持有的阿里巴巴ADR，在减仓之前最高达到60万份，在2022年一季度末则为30万份，减持了30万份。</p><p>对于3天30万份的减持量，阿里巴巴的ADR交易量能够容纳吗？在2022年一季度，阿里巴巴ADR的日均成交量，是3212万份。而在芒格卸任以后的3个交易日（3月29日到31日），总成交量是8768万份。做过交易的人都知道，对于如此巨大的交易量，想要在3天里减持30万份，易如反掌。所以，“每日期刊公司变了”这种可能性，是完全存在的。</p><p><b>芒格犯傻了？</b></p><p>每日期刊公司为什么减仓阿里巴巴，背后的原因到底是“芒格犯傻了”还是“每日期刊公司变了”，除非有每日期刊公司或者芒格自己的声明，否则这件事也许会永远成为一个难解之谜。</p><p>从主观上，我个人更偏向“每日期刊公司变了”这种可能，因为“芒格犯傻了”不符合常理。我很难相信一位一辈子聪明、目光长远的投资者，居然在如此行事近百年以后，会突然变成一个“2月份还说看好公司、3月份就卖出股票”的人。但是，根据现有的公告，我也没有证据完全否定“芒格犯傻了”的可能性。</p><p>但是，为什么在新闻发生以后，许多人会立即相信“芒格犯傻了”？这里面有两个原因，第一是人们不细致，没有发现芒格辞职日期和公告日期之差（尽管只有3天）。第二个原因，则更加深刻。</p><p><b>对于许多人来说，价值投资所倡导的“目光放长远、不要看短期”的理念，是和他们喜欢投机的爱好相违背的。但是糟糕的是，巴菲特、芒格这些价值投资者不停的赚钱，同时投机又很难带来长期收益。</b></p><p>这时候，聪明的人会放下自己的投机，跟随价值投资的脚步。但是对于那些放纵自己感受的人来说，他们更愿意相信自己的投机是对的、价值投资的理念才是错的。在这时候，“芒格犯傻了”的新闻，恰好迎合了这些人的心理：价值投资的理念不对，我应该继续投机才是正道。可以说，这是一场恰到好处的心理按摩。</p><p><b>看见的就是真的？</b></p><p>每日期刊公司减持阿里巴巴ADR，当这件事被粗心的人们第一眼看到时，他们立即相信自己的判断“芒格犯傻了”，而没有仔细思考另一种可能“每日期刊公司变了”。在这里，人们错误地认为，“我看到的就是真的”。</p><p>但是，看到的并不一定是真的。在中国的资本市场上，我曾经亲身经历过另一次所见并非真相。那次经历，真相比芒格卖阿里更加隐晦：从公开的信息，我们甚至看不到真相存在的可能。</p><p>在2007年大牛市到2008年大熊市的转换中，我认识的一位价值投资者，居然没有在2007年市场极其昂贵的时候，做出太多的减仓操作，以至于在2008年损失惨重。根据公告，他一直是基金的基金经理。那么，2007年牛市的顶点那么贵，上百倍PE的股票比比皆是，作为重视估值的价值投资者，他怎么会不卖呢？</p><p>实际上的情况，比公告显示出来的更加复杂。这位投资者虽然是投资经理，但是他的领导——也就是公司的投资总监和总经理，却喜欢越级指挥他的投资决策。结果，2007年到2008年的交易，其实大多根本不是出自他的本意。</p><p>所以说，在资本市场上，当我们以为自己看清楚了一个事件、一张财务报表、一个公告的时候，一定要长个心眼，问问自己这件事合理吗？如果答案是否定的，那么即使我们自己看到了某件事，也不一定代表我们就看清了事情的真相。</p><p>不过，人毕竟是依靠感官体验世界的，“眼见为实”的思想深深刻在我们的基因里。连中国历史上的圣人孔子，都曾经感叹“看到的事情居然不是真的”。这里，就让我们来看一个《吕氏春秋》中记载的故事。</p><p>有一次，孔子和弟子们在列国之间穿行时，倒霉找不到粮食吃，上顿接不上下顿，七天都没有饭吃。正在这时，孔子弟子中品德第一的颜回，不知道从哪里找来了一点米。大家很开心，颜回就拿着米去做饭。</p><p>结果，颜回一个人忙做饭，饭快熟的时候孔子正好路过，看到颜回从锅里自己捞饭吃。在儒家的礼仪中，这样“自己先吃不管大家”的行为，是非常不道德的。</p><p>按理说，这样的事情不会发生在以品德著称的颜回身上啊？但是，这又是孔子亲眼所见，怎能不真呢？不过，大家毕竟都饿了好多天，也许颜回也守不住自己的道德准绳，先吃为快了？</p><p>等到吃完饭，孔子委婉地问颜回是怎么回事，这才知道事情的真相。原来，颜回煮饭的时候，发现一块煤灰飞到了饭里。把这块沾了灰的饭扔了吧，实在可惜，可是端出来给大家吃吧，又会让人糟心。于是，颜回干脆自己把脏的那块饭拿出来吃掉。没曾想，正好给路过的孔子看见。</p><p>得知事情原由后，孔子大为感叹：“所信者目也，而目犹不可信。所恃者心也，而心犹不足恃。弟子记之：知人固不易矣。”我们眼睛看到的不一定是真的，心里想明白的不一定是对的，我们要牢记，把真相搞明白实在是太难了啊！</p><p>假作真时真亦假，无为有处有还无。作为一代价值投资大师，芒格给人们留下过许许多多睿智的思想。对于这些思想，他经常喜欢说一句总结性的话：“我的剑只留给能挥舞它的人。”</p><p><b>现在，当面对“芒格犯傻了”和“每日期刊公司变了”两个可能的真相时，我亲爱的读者，你是怎样想的呢？究竟哪一种想法，才能让我们挥舞起芒格的剑呢？</b></p></body></html>","source":"LHCJ1","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>芒格真的卖了阿里？</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n芒格真的卖了阿里？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 21:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/SgyrrtKXXnDeioPtpTMGcw><strong>e公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芒格辞职的时间是3月28日，而4月11日每日期刊公司提交的公告，显示的是3月31日的持仓数据。在3天的时间里，对于阿里巴巴这样一只交易非常活跃的ADR来说，芒格的继任者有足够的时间，把仓位砍掉一半。这种可能性，我们将它称为“每日期刊公司变了”。作为沃伦·巴菲特一生的搭档，出生于1924年的查理·芒格的另一个身份，是每日期刊公司（Daily Journal）董事长。从1977年53岁上任，到2022...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/SgyrrtKXXnDeioPtpTMGcw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/72da4b29cb471c1d0f387e4b471ba5b0","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/SgyrrtKXXnDeioPtpTMGcw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145962631","content_text":"芒格辞职的时间是3月28日，而4月11日每日期刊公司提交的公告，显示的是3月31日的持仓数据。在3天的时间里，对于阿里巴巴这样一只交易非常活跃的ADR来说，芒格的继任者有足够的时间，把仓位砍掉一半。这种可能性，我们将它称为“每日期刊公司变了”。作为沃伦·巴菲特一生的搭档，出生于1924年的查理·芒格的另一个身份，是每日期刊公司（Daily Journal）董事长。从1977年53岁上任，到2022年98岁辞职，芒格在这个职位上忙碌了45年。作为巴菲特的搭档，芒格的投资方法虽然也是正宗的价值投资，但是在细节上和巴菲特不尽相同。简单来说，芒格的投资风格就是持股更加集中，对估值不是很看重，但对企业长期前景比较关心。这种投资方法，导致投资组合的短期波动更大，同时长期收益率可能也更高。由于巴菲特并没有参与每日期刊公司的投资，因此从每日期刊公司的投资头寸上，人们往往能对芒格的股票投资一探究竟。不过，花有重开日，人物再少年。再好的投资职业生涯，也终究有结束的一天。2022年3月28日，98岁高龄的芒格辞去了每日期刊公司董事长职务。然而，就在两周以后的4月11日，市场上爆出了一个大新闻：每日期刊公司在2022年一季度，卖出了50%的阿里巴巴ADR（美国存托凭证）持股，出现大幅亏损。于是，芒格大幅卖出亏损股、98岁芒格兵败阿里、芒格廉颇老矣尚能饭否，如此这般的标题，立即充斥了资本市场。但是，芒格真的卖了阿里吗？发生了什么？2021年一季度，芒格主导下的每日期刊公司，首次买入阿里巴巴ADR。随后，阿里巴巴股价一路下跌，从2021年一季度的250美元附近，一直跌到了2022年一季度的100美元附近。在几乎直线的下跌中，每日期刊公司在2021年三季度和四季度加仓了阿里巴巴。随后，在2022年2月的每日期刊公司年会上，芒格夸赞了阿里巴巴公司，说它是合适的投资标的，投资这个公司让他感到舒适。但是，到了2022年3月28日，由于某种未公告的原因，芒格辞去了每日期刊公司董事长职务，仅继续担任公司董事。到了4月11日，每日期刊公司公告显示，截至2022年3月31日，公司所持有的阿里巴巴ADR，仅有之前持仓的一半。两种可能那么，芒格真的卖了阿里巴巴吗？细心的读者会发现，这件事其实有两种可能。供图：赵乃育第一种可能，是芒格确实老糊涂了，在股票大幅亏损后就减仓了。我们不能否定这种可能，毕竟智慧的芒格自己就曾经说过，“不要迷信那些优秀的人，再优秀的人都有犯错的时候”。要知道，即使是拿破仑也曾打过败仗。这第一种可能，我们将它称为“芒格犯傻了”。但是，在第一种可能之外，还有一种可能，会让我们以为自己看到的“芒格犯傻了”，完全不是事情的真相。细心的读者一定已经发现，从以上描述的时间线里，芒格辞职的时间是3月28日，而4月11日每日期刊公司提交的公告，显示的是3月31日的持仓数据。在3天的时间里，对于阿里巴巴这样一只交易非常活跃的ADR来说，芒格的继任者有足够的时间，把仓位砍掉一半。这第二种可能性，我们将它称为“每日期刊公司变了”。那么，美国市场的流动性，支持这种“3天砍仓一半”的交易吗？根据每日期刊公司披露的数据，其持有的阿里巴巴ADR，在减仓之前最高达到60万份，在2022年一季度末则为30万份，减持了30万份。对于3天30万份的减持量，阿里巴巴的ADR交易量能够容纳吗？在2022年一季度，阿里巴巴ADR的日均成交量，是3212万份。而在芒格卸任以后的3个交易日（3月29日到31日），总成交量是8768万份。做过交易的人都知道，对于如此巨大的交易量，想要在3天里减持30万份，易如反掌。所以，“每日期刊公司变了”这种可能性，是完全存在的。芒格犯傻了？每日期刊公司为什么减仓阿里巴巴，背后的原因到底是“芒格犯傻了”还是“每日期刊公司变了”，除非有每日期刊公司或者芒格自己的声明，否则这件事也许会永远成为一个难解之谜。从主观上，我个人更偏向“每日期刊公司变了”这种可能，因为“芒格犯傻了”不符合常理。我很难相信一位一辈子聪明、目光长远的投资者，居然在如此行事近百年以后，会突然变成一个“2月份还说看好公司、3月份就卖出股票”的人。但是，根据现有的公告，我也没有证据完全否定“芒格犯傻了”的可能性。但是，为什么在新闻发生以后，许多人会立即相信“芒格犯傻了”？这里面有两个原因，第一是人们不细致，没有发现芒格辞职日期和公告日期之差（尽管只有3天）。第二个原因，则更加深刻。对于许多人来说，价值投资所倡导的“目光放长远、不要看短期”的理念，是和他们喜欢投机的爱好相违背的。但是糟糕的是，巴菲特、芒格这些价值投资者不停的赚钱，同时投机又很难带来长期收益。这时候，聪明的人会放下自己的投机，跟随价值投资的脚步。但是对于那些放纵自己感受的人来说，他们更愿意相信自己的投机是对的、价值投资的理念才是错的。在这时候，“芒格犯傻了”的新闻，恰好迎合了这些人的心理：价值投资的理念不对，我应该继续投机才是正道。可以说，这是一场恰到好处的心理按摩。看见的就是真的？每日期刊公司减持阿里巴巴ADR，当这件事被粗心的人们第一眼看到时，他们立即相信自己的判断“芒格犯傻了”，而没有仔细思考另一种可能“每日期刊公司变了”。在这里，人们错误地认为，“我看到的就是真的”。但是，看到的并不一定是真的。在中国的资本市场上，我曾经亲身经历过另一次所见并非真相。那次经历，真相比芒格卖阿里更加隐晦：从公开的信息，我们甚至看不到真相存在的可能。在2007年大牛市到2008年大熊市的转换中，我认识的一位价值投资者，居然没有在2007年市场极其昂贵的时候，做出太多的减仓操作，以至于在2008年损失惨重。根据公告，他一直是基金的基金经理。那么，2007年牛市的顶点那么贵，上百倍PE的股票比比皆是，作为重视估值的价值投资者，他怎么会不卖呢？实际上的情况，比公告显示出来的更加复杂。这位投资者虽然是投资经理，但是他的领导——也就是公司的投资总监和总经理，却喜欢越级指挥他的投资决策。结果，2007年到2008年的交易，其实大多根本不是出自他的本意。所以说，在资本市场上，当我们以为自己看清楚了一个事件、一张财务报表、一个公告的时候，一定要长个心眼，问问自己这件事合理吗？如果答案是否定的，那么即使我们自己看到了某件事，也不一定代表我们就看清了事情的真相。不过，人毕竟是依靠感官体验世界的，“眼见为实”的思想深深刻在我们的基因里。连中国历史上的圣人孔子，都曾经感叹“看到的事情居然不是真的”。这里，就让我们来看一个《吕氏春秋》中记载的故事。有一次，孔子和弟子们在列国之间穿行时，倒霉找不到粮食吃，上顿接不上下顿，七天都没有饭吃。正在这时，孔子弟子中品德第一的颜回，不知道从哪里找来了一点米。大家很开心，颜回就拿着米去做饭。结果，颜回一个人忙做饭，饭快熟的时候孔子正好路过，看到颜回从锅里自己捞饭吃。在儒家的礼仪中，这样“自己先吃不管大家”的行为，是非常不道德的。按理说，这样的事情不会发生在以品德著称的颜回身上啊？但是，这又是孔子亲眼所见，怎能不真呢？不过，大家毕竟都饿了好多天，也许颜回也守不住自己的道德准绳，先吃为快了？等到吃完饭，孔子委婉地问颜回是怎么回事，这才知道事情的真相。原来，颜回煮饭的时候，发现一块煤灰飞到了饭里。把这块沾了灰的饭扔了吧，实在可惜，可是端出来给大家吃吧，又会让人糟心。于是，颜回干脆自己把脏的那块饭拿出来吃掉。没曾想，正好给路过的孔子看见。得知事情原由后，孔子大为感叹：“所信者目也，而目犹不可信。所恃者心也，而心犹不足恃。弟子记之：知人固不易矣。”我们眼睛看到的不一定是真的，心里想明白的不一定是对的，我们要牢记，把真相搞明白实在是太难了啊！假作真时真亦假，无为有处有还无。作为一代价值投资大师，芒格给人们留下过许许多多睿智的思想。对于这些思想，他经常喜欢说一句总结性的话：“我的剑只留给能挥舞它的人。”现在，当面对“芒格犯傻了”和“每日期刊公司变了”两个可能的真相时，我亲爱的读者，你是怎样想的呢？究竟哪一种想法，才能让我们挥舞起芒格的剑呢？","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613570447,"gmtCreate":1649979895707,"gmtModify":1649979895936,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613570447","repostId":"613268951","repostType":1,"repost":{"id":613268951,"gmtCreate":1649913948245,"gmtModify":1716217604028,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"霸主特斯拉VS新锐蔚来，谁是你的心头爱股？","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 在2020年均取得大幅度的上涨，特斯拉当年飙升超700%，而蔚来的股价更是一飞冲天，飙超1100%。 但是2021年以来，因受到供应链危机等不利因素的影响，蔚来汽车的股价已较最高点下跌近70%，相比之下，特斯拉股票的交易价格比历史高点低17.8%。 据Gartner的最新预测显示，2022年全球电动车（纯电动和插电式混合动力车）出货量将从2021年的400万辆增加至600万辆。同时这也意味着电动汽车市场将继续快速扩张。 那么，特斯拉&nbsp;VS&nbsp;蔚来，行业霸主与新锐小将，谁更能赢得你的心呢？ Round&nbsp;1&nbsp;：交付量 数据显示，2021年全年，特斯拉全球交付量超93万辆，同比增长约87.4%，今年的第一季度，特斯拉电动车交付量达310048辆，高于华尔街分析师预期的309158辆，同比增长超67%。 蔚来在2021全年，交付新车91429台，同比增长109.1%，并且连续两年翻番。在今年的第一季度，蔚来累计交付25768台，同比增长28%，实现连续8个季度正增长，总交付量仍位于造车新势力的第一。 Round&nbsp;2：财务数据 特斯拉，2021全年，公司实现营收538.23亿美元，同比增长71%，净利润55.19亿美元，同比增长665%，营业利润率12.1%；2021Q4特斯拉营收177.19亿美元，同比增长65%；净利润为23.21亿美元，创历史新高，同比增长760%；营业利润达14.7%，已连续10季度实现盈利。 蔚来，2021全年营收361.4亿元，同比增长122%，净亏损收窄24%至40.2亿元，毛利率18.9%；2021Q4营","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 在2020年均取得大幅度的上涨，特斯拉当年飙升超700%，而蔚来的股价更是一飞冲天，飙超1100%。 但是2021年以来，因受到供应链危机等不利因素的影响，蔚来汽车的股价已较最高点下跌近70%，相比之下，特斯拉股票的交易价格比历史高点低17.8%。 据Gartner的最新预测显示，2022年全球电动车（纯电动和插电式混合动力车）出货量将从2021年的400万辆增加至600万辆。同时这也意味着电动汽车市场将继续快速扩张。 那么，特斯拉&nbsp;VS&nbsp;蔚来，行业霸主与新锐小将，谁更能赢得你的心呢？ Round&nbsp;1&nbsp;：交付量 数据显示，2021年全年，特斯拉全球交付量超93万辆，同比增长约87.4%，今年的第一季度，特斯拉电动车交付量达310048辆，高于华尔街分析师预期的309158辆，同比增长超67%。 蔚来在2021全年，交付新车91429台，同比增长109.1%，并且连续两年翻番。在今年的第一季度，蔚来累计交付25768台，同比增长28%，实现连续8个季度正增长，总交付量仍位于造车新势力的第一。 Round&nbsp;2：财务数据 特斯拉，2021全年，公司实现营收538.23亿美元，同比增长71%，净利润55.19亿美元，同比增长665%，营业利润率12.1%；2021Q4特斯拉营收177.19亿美元，同比增长65%；净利润为23.21亿美元，创历史新高，同比增长760%；营业利润达14.7%，已连续10季度实现盈利。 蔚来，2021全年营收361.4亿元，同比增长122%，净亏损收窄24%至40.2亿元，毛利率18.9%；2021Q4营","text":"$特斯拉(TSLA)$ 和$蔚来(NIO)$ 在2020年均取得大幅度的上涨，特斯拉当年飙升超700%，而蔚来的股价更是一飞冲天，飙超1100%。 但是2021年以来，因受到供应链危机等不利因素的影响，蔚来汽车的股价已较最高点下跌近70%，相比之下，特斯拉股票的交易价格比历史高点低17.8%。 据Gartner的最新预测显示，2022年全球电动车（纯电动和插电式混合动力车）出货量将从2021年的400万辆增加至600万辆。同时这也意味着电动汽车市场将继续快速扩张。 那么，特斯拉 VS 蔚来，行业霸主与新锐小将，谁更能赢得你的心呢？ Round 1 ：交付量 数据显示，2021年全年，特斯拉全球交付量超93万辆，同比增长约87.4%，今年的第一季度，特斯拉电动车交付量达310048辆，高于华尔街分析师预期的309158辆，同比增长超67%。 蔚来在2021全年，交付新车91429台，同比增长109.1%，并且连续两年翻番。在今年的第一季度，蔚来累计交付25768台，同比增长28%，实现连续8个季度正增长，总交付量仍位于造车新势力的第一。 Round 2：财务数据 特斯拉，2021全年，公司实现营收538.23亿美元，同比增长71%，净利润55.19亿美元，同比增长665%，营业利润率12.1%；2021Q4特斯拉营收177.19亿美元，同比增长65%；净利润为23.21亿美元，创历史新高，同比增长760%；营业利润达14.7%，已连续10季度实现盈利。 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20:53","market":"hk","language":"zh","title":"要降准了？国常会刚刚定调，更有这些大利好！","url":"https://stock-news.laohu8.com/highlight/detail?id=1139210750","media":"中国基金报","summary":"摘要：国常会提到，适时运用降准等货币政策工具，进一步加大金融对实体经济的支持力度，新一轮降准或许要来了！本文给大家列出几个重点，其中有三招：降准、加大出口退税、部署促进消费。13日晚间，国常会传来大消","content":"<div>\n<p>摘要：国常会提到，适时运用降准等货币政策工具，进一步加大金融对实体经济的支持力度，新一轮降准或许要来了！本文给大家列出几个重点，其中有三招：降准、加大出口退税、部署促进消费。13日晚间，国常会传来大消息，要降准了。国常会：适时运用降准等货币政策工具降低综合融资成本央视新闻报道，国务院总理李克强4月13日主持召开国务院常务会议，部署促进消费的政策举措，助力稳定经济基本盘和保障改善民生；决定进一步加大...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n","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>要降准了？国常会刚刚定调，更有这些大利好！</title>\n<style 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}\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要降准了？国常会刚刚定调，更有这些大利好！\n</h2>\n\n<h4 class=\"meta\">\n\n2022-04-13 20:53 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：国常会提到，适时运用降准等货币政策工具，进一步加大金融对实体经济的支持力度，新一轮降准或许要来了！本文给大家列出几个重点，其中有三招：降准、加大出口退税、部署促进消费。13日晚间，国常会传来大消息，要降准了。国常会：适时运用降准等货币政策工具降低综合融资成本央视新闻报道，国务院总理李克强4月13日主持召开国务院常务会议，部署促进消费的政策举措，助力稳定经济基本盘和保障改善民生；决定进一步加大...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139210750","content_text":"摘要：国常会提到，适时运用降准等货币政策工具，进一步加大金融对实体经济的支持力度，新一轮降准或许要来了！本文给大家列出几个重点，其中有三招：降准、加大出口退税、部署促进消费。13日晚间，国常会传来大消息，要降准了。国常会：适时运用降准等货币政策工具降低综合融资成本央视新闻报道，国务院总理李克强4月13日主持召开国务院常务会议，部署促进消费的政策举措，助力稳定经济基本盘和保障改善民生；决定进一步加大出口退税等政策支持力度，促进外贸平稳发展；确定加大金融支持实体经济的措施，引导降低市场主体融资成本。基金君给大家列出几个重点。其中有三招：降准、加大出口退税、部署促进消费。1、要应对疫情影响，促进消费恢复发展。抓紧把已出台的特困行业纾困政策落实到位，稳住更多消费服务市场主体。做好基本消费品保供稳价，保障物流畅通。2、要扩大重点领域消费。促进医疗健康、养老、托育等消费，支持社会力量补服务供给短板。3、鼓励汽车、家电等大宗消费，各地不得新增汽车限购措施，已实施限购的逐步增加增量指标。支持新能源汽车消费。4、引导商贸流通企业、电商平台等向农村延伸，推动品牌品质消费进农村。5、对加工贸易企业在实行出口产品征退税率一致政策后应退未退的税额，允许转入进项税额抵扣增值税。将出口信保赔款视为收汇，予以办理退税。6、加快退税进度，实行全程网上办，将退税办理时间由平均7个工作日压缩至6个工作日内。7、针对当前形势变化，鼓励拨备水平较高的大型银行有序降低拨备率，适时运用降准等货币政策工具，进一步加大金融对实体经济特别是受疫情严重影响行业和中小微企业、个体工商户支持力度，向实体经济合理让利，降低综合融资成本。以下是全文。13日召开的国务院常务会议部署促进消费的政策举措，助力稳定经济基本盘和保障改善民生；决定进一步加大出口退税等政策支持力度，促进外贸平稳发展；确定加大金融支持实体经济的措施，引导降低市场主体融资成本。促进消费会议指出，消费对经济有持久拉动力，事关保障改善民生。要协同发力、远近兼顾，稳定当前消费，释放消费潜力。一要应对疫情影响，促进消费恢复发展。抓紧把已出台的特困行业纾困政策落实到位，稳住更多消费服务市场主体。做好基本消费品保供稳价，保障物流畅通。二要加快线上线下消费融合，培育壮大智慧产品和服务等“智慧+”消费。三要扩大重点领域消费。促进医疗健康、养老、托育等消费，支持社会力量补服务供给短板。鼓励汽车、家电等大宗消费，各地不得新增汽车限购措施，已实施限购的逐步增加增量指标。支持新能源汽车消费。四要引导商贸流通企业、电商平台等向农村延伸，推动品牌品质消费进农村。五要加强保障。深化改革，破除制约消费的障碍。推进消费平台健康持续发展。引导金融机构丰富大宗消费金融产品。加快重点项目建设，以投资带消费。依法惩治假冒伪劣等行为。促进外贸平稳发展会议指出，为促进外贸平稳发展，要更好发挥出口退税这一普惠公平、符合国际规则政策效用，并优化外贸营商环境。一是对加工贸易企业在实行出口产品征退税率一致政策后应退未退的税额，允许转入进项税额抵扣增值税。将出口信保赔款视为收汇，予以办理退税。二是加快退税进度，实行全程网上办，将退税办理时间由平均7个工作日压缩至6个工作日内。三是提高出口货物退运通关效率，制定便利跨境电商退换货政策，对守信企业通关、退税等予以更多便利，严惩骗取退税等行为。加大金融支持力度会议决定，针对当前形势变化，鼓励拨备水平较高的大型银行有序降低拨备率，适时运用降准等货币政策工具，进一步加大金融对实体经济特别是受疫情严重影响行业和中小微企业、个体工商户支持力度，向实体经济合理让利，降低综合融资成本。对于降准，东北证券研报认为，货币政策方面，宽货币基调将延续。在中美经济及货币政策错位期间，相较于政策利率的调降，降准或为货币政策的主要抓手。而若降准落地，银行负债成本将得到进一步压降，1年期LPR利率或将通过压缩加点的方式下调，进一步降低实体经济融资成本，提振投资需求和市场信心。中银证券全球首席经济学家管涛认为，由于疫情对实体经济不同行业造成的影响是非对称性的，这就需要结构性货币政策的精准滴灌。同时，稳健的货币政策加大对实体经济的支持力度也离不开总量工具，下阶段要适时出台降准、降息等总量政策。尽管目前美联储加快货币政策收紧步伐，我国的跨境资本流动和人民币汇率走势出现一些变化，但总体还保持基本稳定，仍在正常、可控范围内，这也为我国货币政策环境进一步放松创造了条件。管涛表示，从降准、降息的具体选择看，二者都可以起到降低实体经济融资成本的目的，只不过降息对降低融资成本的效果更直接，而降准的传导链条会更长一些。我国降准、降息的空间依然存在，两项工具可以交叉使用或叠加使用。华创证券研究所所长助理、首席宏观分析师张瑜认为，目前居民部门和企业部门面临着不同的矛盾。对于企业部门而言，当前最重要的问题是需求缺乏，对此，政策着力点应放在需求刺激上。而对于居民部门而言，疫情反复对居民信贷的影响十分显著。“对于公开市场操作利率而言，当前降息与否仍需进一步观察；而作为流动性管理工具以及央行调整资产负债表的手段，宽松态势下降准的概率将越来越高；为改善居民部门现金流，5年期以上LPR仍有调降的必要性。”张瑜说。交通银行金融研究中心首席研究员唐建伟表示，3月以来，地缘冲突、大宗商品价格异动等外部冲击因素放大，国内经济则受疫情因素的考验，对货币信贷宽松的需求增加。后续适时降准、降息仍有必要，以切实扩大新增贷款规模，发挥宽信用效力。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633269974,"gmtCreate":1644134897099,"gmtModify":1644134897338,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633269974","repostId":"2209328505","repostType":4,"repost":{"id":"2209328505","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1644128657,"share":"https://ttm.financial/m/news/2209328505?lang=&edition=full","pubTime":"2022-02-06 14:24","market":"us","language":"zh","title":"大抄底！60万亿元资管巨头新品上市，买了这些股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2209328505","media":"中国基金报","summary":"近期，世界头号资管巨头贝莱德旗下一只中国科技ETF-iShares MSCI China Multisector Tech ETF (安硕MSCI中国多行业科技ETF，代码TCHI)于纳斯达克上市。这","content":"<div>\n<p>近期，世界头号资管巨头贝莱德旗下一只中国科技ETF-iShares MSCI China Multisector Tech ETF (安硕MSCI中国多行业科技ETF，代码TCHI)于纳斯达克上市。这是63.6万亿元资管巨头贝莱德旗下首只中国科技ETF。TCHI跟踪MSCI 旗下的科技指数，母指数是MSCI中国指数。信息披露材料显示，TCHI跟踪的科技指数从MSCI中国指数中27个科技相关子行业中...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n","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>大抄底！60万亿元资管巨头新品上市，买了这些股票</title>\n<style 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}\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大抄底！60万亿元资管巨头新品上市，买了这些股票\n</h2>\n\n<h4 class=\"meta\">\n\n2022-02-06 14:24 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，世界头号资管巨头贝莱德旗下一只中国科技ETF-iShares MSCI China Multisector Tech ETF (安硕MSCI中国多行业科技ETF，代码TCHI)于纳斯达克上市。这是63.6万亿元资管巨头贝莱德旗下首只中国科技ETF。TCHI跟踪MSCI 旗下的科技指数，母指数是MSCI中国指数。信息披露材料显示，TCHI跟踪的科技指数从MSCI中国指数中27个科技相关子行业中...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4503":"景林资产持仓","BK4514":"搜索引擎","TTTN":"老虎中美互联网巨头ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1550":"内险股","BK1507":"粤港澳大湾区","BK4567":"ESG概念","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","KWEB":"中国海外互联网ETF-KraneShares","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","03086":"华夏纳指","BK4135":"资产管理与托管银行","BLK":"贝莱德","BK4548":"巴美列捷福持仓","MCHI":"中国ETF-iShares MSCI","HSI":"恒生指数","02318":"中国平安","QNETCN":"纳斯达克中美互联网老虎指数","BK4532":"文艺复兴科技持仓","BK1184":"人寿与健康保险","NTES":"网易","BK4501":"段永平概念","BK4531":"中概回港概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209328505","content_text":"近期，世界头号资管巨头贝莱德旗下一只中国科技ETF-iShares MSCI China Multisector Tech ETF (安硕MSCI中国多行业科技ETF，代码TCHI)于纳斯达克上市。这是63.6万亿元资管巨头贝莱德旗下首只中国科技ETF。TCHI跟踪MSCI 旗下的科技指数，母指数是MSCI中国指数。信息披露材料显示，TCHI跟踪的科技指数从MSCI中国指数中27个科技相关子行业中挑选成分股，涉及通讯服务、可选消费、金融、医疗健康，工业，信息技术等领域。TCHI1月25日上市，截至2月3日，ETF净值上涨3.08%。TCHI买了哪些股票呢？截至2月3日，TCHI的前十大重仓股为百度、腾讯、舜宇光学科技、网易、京东、宁德时代、小米、美团、阿里巴巴、拼多多。对于不少美国和中国香港市场同时上市的股票，指数优先选择了中国香港上市股份。前十大重仓股中，港股占据7席。从行业分布来看，这只指数前五大重仓行业为信息技术、通讯、可选消费、工业、金融等。投资者抄底中国科技股目前美国上市的规模超过10亿美元的中国股票ETF包括景顺旗下的CQQQ，道富环球旗下的SPDR 标普中国ETF GXC 德意志银行旗下的ASHR， 安硕中国大盘ETF-FXI，安硕MSCI中国ETF(MCHI)，金瑞中证中国互联网ETF(KWEB)。其中KWEB，最新规模72.6亿美元为美国最大的中国股票ETF。尽管6只规模以上中国ETF中，贝莱德旗下的指数品牌安硕占据了两席，但是世界头号ETF大厂贝莱德可能未必满意这样战果。要知道，过去很长一段时间以来，它旗下的两只中国ETF一直为美国中国股票ETF规模排行榜的第一和第二名。谁能料到，2021年，中概互联网跌跌不休，然而美国投资者对中国互联网的兴致盎然，MCHI从宝座跌落。中金公司旗下的金瑞基金发行的KWEB成为美国最大中国股票ETF。捕捉到了投资者对中国科技、互联网行业兴致的贝莱德指数品牌安硕，迅速行动上线了TCHI。进入2022年，数据显示，美国投资者对中国科技互联网的热情并未退潮。2022年以来，KWEB继续吸金。2022年1月1日至2月5日，KWEB已经吸引了超过9亿美元资金净流入。2022年以来，KWEB的资金流入情况来源：ETF.com重仓港股无论是KWEB还是贝莱德刚刚上市的TCHI，持仓中港股占比都很高。经历了两年的熊市之后，如今机构对港股的呼声很高。而虎年首个交易日，港股也确实给了一个漂亮开门红。大年初四，春节后首个交易日，港股各大指数集体高开，恒生指数高开2.48%，科技、消费涨幅居前，恒生科技指数涨2.56%，截至午间收盘，恒生指数涨2.71%，报24447.31点；国企指数涨2.22%，红筹指数涨2.01%。港股大金融板块走强，银行股中，汇丰、渣打涨超4%，招商银行涨超3%；保险股中，中国平安涨超4%，友邦保险涨超3%，中国太保、中国人寿等纷纷上涨。另外，港股科技股集体大涨，阿里巴巴、百度集团涨超5%，哔哩哔哩涨超4%，美团、网易涨超2%。美国的纯被动ETF不追求超额收益，只追求尽可能地贴合指数表现。但是，由于指数中港股占比高，港股市场的表现无疑影响ETF表现。贝莱德基金：港股投资窗口已打开全球头号资管巨头贝莱德多次表达对中国市场重视。例如，贝莱德集团CEO拉里。芬克曾在“致股东的信”中写道：中国市场拥有重要机遇，有助于帮助中国以及国际投资者长期投资目标。同时，它也给了贝莱德帮助中国数百万的居民应对养老挑战的机遇。贝莱德国内独资公募贝莱德基金投资总监陆文杰近期表示，港股的投资窗口已经打开。据本报此前报道，陆文杰认为，2022年港股机会可能优于A股。“经过去年的大幅度下跌，港股股票估值已经比较低，大部分行业的估值在历史中位数以下。而且，投资者预期也较低。从PE看，港股是全球主要市场中最低的，港股主板估值比A股低15%~20%。恒生科技的估值只是A股创业板的1/3”。在同一篇报道中， 陆文杰强调，估值低、基本面改善不意味着可以炒港股的反弹。配置港股，是资产配置的需要。“港股相对A股有折价，但并不是说A股行情会在港股重新演绎一遍，两个市场逻辑不同。港股的机会是多元宽泛的，各个行业、各个主题都有机会，而A股往往会聚焦在一些特别热门的赛道。”在板块和行业方面，陆文杰看好多个方向，包括消费、互联网、生物医药等。另一资管巨头先锋领航中国基金也将发行2021年11月底，共同基金巨头美国先锋领航集团宣布拟推出中国基金-Vanguard China Select Stock Fund。可能有人会感到奇怪，被动投资巨头为什么要推出一只主动管理的中国股票基金。但实际上，先锋领航旗下主动管理产品的总规模也有1.8万亿美元，它也是一家主动管理巨头。从先锋领航集团向美国证交会提交的申请材料看，基金可能于2022年3月发行。先锋领航集团将与两位中国投资实力雄厚的投资顾问合作，威灵顿管理和柏基。威灵顿管理与先锋领航合作时间很长。柏基对中国科技公司的研究非常深入，也是全球最知名的科技股捕手。先锋领航集团在新闻发布稿中表示，基金致力于超越基准提供阿尔法收益。这只基金选择MSCI中国全指数为基准。同时，也试图在费率上比同类基金更优惠。来源：SEC此外，富达国际也将推出中国ESG基金。外围噪音不断，但是国际巨头布局中国的步伐没有发生大的变化。","news_type":1,"symbols_score_info":{"02318":0.6,"03086":0.87,"BLK":0.9,"HHImain":0.9,"HSImain":0.9,"MCHmain":0.9,"MHImain":0.9,"HSI":0.6,"KWEB":1,"MCHI":1,"NTES":0.6,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630717083,"gmtCreate":1643039983576,"gmtModify":1643039983801,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630717083","repostId":"2205009998","repostType":4,"repost":{"id":"2205009998","kind":"highlight","pubTimestamp":1643035806,"share":"https://ttm.financial/m/news/2205009998?lang=&edition=full","pubTime":"2022-01-24 22:50","market":"us","language":"en","title":"Thinking of Selling Netflix? 2 Things to Remember","url":"https://stock-news.laohu8.com/highlight/detail?id=2205009998","media":"Motley Fool","summary":"The first-quarter guidance was ugly, but there's more to the story than that.","content":"<html><head></head><body><p>Investors are pressing pause on <b>Netflix </b>(NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares plunged 20% in after-hours trading.</p><p>The sell-off itself wasn&#39;t surprising. Netflix called for just 2.5 million subscriber additions in the current quarter, an unusually weak forecast for a seasonally strong quarter. Worse, it sees revenue growing just 10% to $7.9 billion, which would be its slowest growth in a decade.</p><p>If you&#39;re thinking of selling Netflix stock on the news, you&#39;re not alone. Wall Street analysts trashed the streamer following the report, with <a href=\"https://laohu8.com/S/AONE.U\">one</a> calling it &#34;dead money&#34; and another saying &#34;the good old days may be gone.&#34; Indeed, the days of Netflix posting breathless growth quarter after quarter are likely over, barring an unforeseen change to the business. But if you&#39;re ready to part with Netflix shares following the stock plunge and the disappointing guidance, you should be aware of two things.</p><h2>1. Shares have never been cheaper in the streaming era</h2><p>Netflix may no longer be behaving like a growth stock, but the good news is it&#39;s no longer priced like one either. Following the post-earnings dip, Netflix shares now trade at a price-to-earnings ratio of just 36. That&#39;s only modestly higher than the <b>S&amp;P 500</b>&#39;s P/E ratio of 26, and cheaper than it&#39;s ever been since 2012 when the company made streaming its primary business, leaving the DVD-by-mail operation behind.</p><p>While Netflix&#39;s growth has slowed in recent years, it&#39;s turned into a profit machine. The company just finished a year with a 21% operating margin, making earlier cries about cash burn look silly. In 2022, management actually expects a modest decline in operating margin, at 19%-20%, but that&#39;s primarily due to a stronger U.S. dollar, which is expected to shave 2 percentage points off that metric.</p><p>The company is still sticking to its long-term promise of delivering an average increase in operating margin of 3 percentage points a year, meaning by 2024 it expects to keep 28% of its revenue as operating profit. Even as revenue growth is slowing, profit margin will accelerate to make up for it. 2022 is just a noisy year because of foreign exchange and outsize growth in profit margins over the last two years.</p><h2>2. Revenue growth will improve after Q1</h2><p>Netflix didn&#39;t provide guidance beyond the first quarter, and there&#39;s no question the Q1 numbers are disappointing. With 2.5 million subscriber additions, this would be its weakest Q1 performance in at least five years, and a slowdown in revenue growth from 16% in Q4 2021 to 10% in the current quarter seems severe.</p><p>However, management seemed to imply that revenue growth would improve after the first quarter. It noted that its first-quarter content releases were weighted toward the end of the quarter with two big releases (<i>Bridgerton </i>and <i>The Adam Project</i>) slated for March, meaning the impact of those will also be felt in Q2. Additionally, the company is raising prices on all North American subscriptions with the standard U.S. package going from $13.99/month to $15.49/month.  The financial numbers should begin to benefit from that price hike in the second quarter as about 40% of its revenue still comes from North America. Netflix&#39;s last price hike in the U.S. was in October 2020 so Q1 represents a lull where the revenue numbers don&#39;t get a tailwind from higher U.S. prices. From Q2 on, revenue growth should improve to at least the mid-teens.</p><h2>The new Netflix reality</h2><p>Keeping those factors in mind, it&#39;s also worth remembering that Netflix&#39;s heady growth days are probably over. It&#39;s hard to see the stock doubling in a year as it did multiple times during the 2010s, now that its business is much more mature and revenue is only growing in the teens.</p><p>Still, considering the stock&#39;s valuation, a probable rebound in performance after the first quarter, and a number of valuable competitive advantages including its leadership in a huge growth market, the stock looks like a good bet to outperform the S&amp;P 500 over the next three to five years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Thinking of Selling Netflix? 2 Things to Remember</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\">\nThinking of Selling Netflix? 2 Things to Remember\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 22:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are pressing pause on Netflix (NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","NFLX":"奈飞","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4566":"资本集团","BK4108":"电影和娱乐"},"source_url":"https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205009998","content_text":"Investors are pressing pause on Netflix (NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares plunged 20% in after-hours trading.The sell-off itself wasn't surprising. Netflix called for just 2.5 million subscriber additions in the current quarter, an unusually weak forecast for a seasonally strong quarter. Worse, it sees revenue growing just 10% to $7.9 billion, which would be its slowest growth in a decade.If you're thinking of selling Netflix stock on the news, you're not alone. Wall Street analysts trashed the streamer following the report, with one calling it \"dead money\" and another saying \"the good old days may be gone.\" Indeed, the days of Netflix posting breathless growth quarter after quarter are likely over, barring an unforeseen change to the business. But if you're ready to part with Netflix shares following the stock plunge and the disappointing guidance, you should be aware of two things.1. Shares have never been cheaper in the streaming eraNetflix may no longer be behaving like a growth stock, but the good news is it's no longer priced like one either. Following the post-earnings dip, Netflix shares now trade at a price-to-earnings ratio of just 36. That's only modestly higher than the S&P 500's P/E ratio of 26, and cheaper than it's ever been since 2012 when the company made streaming its primary business, leaving the DVD-by-mail operation behind.While Netflix's growth has slowed in recent years, it's turned into a profit machine. The company just finished a year with a 21% operating margin, making earlier cries about cash burn look silly. In 2022, management actually expects a modest decline in operating margin, at 19%-20%, but that's primarily due to a stronger U.S. dollar, which is expected to shave 2 percentage points off that metric.The company is still sticking to its long-term promise of delivering an average increase in operating margin of 3 percentage points a year, meaning by 2024 it expects to keep 28% of its revenue as operating profit. Even as revenue growth is slowing, profit margin will accelerate to make up for it. 2022 is just a noisy year because of foreign exchange and outsize growth in profit margins over the last two years.2. Revenue growth will improve after Q1Netflix didn't provide guidance beyond the first quarter, and there's no question the Q1 numbers are disappointing. With 2.5 million subscriber additions, this would be its weakest Q1 performance in at least five years, and a slowdown in revenue growth from 16% in Q4 2021 to 10% in the current quarter seems severe.However, management seemed to imply that revenue growth would improve after the first quarter. It noted that its first-quarter content releases were weighted toward the end of the quarter with two big releases (Bridgerton and The Adam Project) slated for March, meaning the impact of those will also be felt in Q2. Additionally, the company is raising prices on all North American subscriptions with the standard U.S. package going from $13.99/month to $15.49/month.  The financial numbers should begin to benefit from that price hike in the second quarter as about 40% of its revenue still comes from North America. Netflix's last price hike in the U.S. was in October 2020 so Q1 represents a lull where the revenue numbers don't get a tailwind from higher U.S. prices. From Q2 on, revenue growth should improve to at least the mid-teens.The new Netflix realityKeeping those factors in mind, it's also worth remembering that Netflix's heady growth days are probably over. It's hard to see the stock doubling in a year as it did multiple times during the 2010s, now that its business is much more mature and revenue is only growing in the teens.Still, considering the stock's valuation, a probable rebound in performance after the first quarter, and a number of valuable competitive advantages including its leadership in a huge growth market, the stock looks like a good bet to outperform the S&P 500 over the next three to five years.","news_type":1,"symbols_score_info":{"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630714736,"gmtCreate":1643039973098,"gmtModify":1643039973328,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Oh no...&nbsp;","listText":"Oh no...&nbsp;","text":"Oh no...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630714736","repostId":"1153487783","repostType":4,"repost":{"id":"1153487783","kind":"news","pubTimestamp":1643036174,"share":"https://ttm.financial/m/news/1153487783?lang=&edition=full","pubTime":"2022-01-24 22:56","market":"us","language":"en","title":"Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer","url":"https://stock-news.laohu8.com/highlight/detail?id=1153487783","media":"Seeking Alpha","summary":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the st","content":"<html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant&#39;s shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company&#39;s stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is &#34;too much uncertainty in the near term&#34; surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company&#39;s shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix&#39;s (NFLX) subscriber numbers, saying that after &#34;thinking through potential scenarios for what happens next&#34; for the company, it appears Netflix&#39;s (NFLX) spending on new content could be coming to a head.</li><li>&#34;Netflix subscribers are going nowhere,&#34; Uerkwitz said. &#34;However, the cost of acquiring the incremental subscriber has likely become too high.&#34;</li><li>Ueurwitz added that it seems like Netflix (NFLX) can&#39;t just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>&#34;The best content slate we&#39;ve seen is doing little to drive [subscriber] growth,&#34; Uerkwitz said. &#34;If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.&#34;</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its &#34;Streaming Unwrapped 2021&#34; report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer</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\">\nNetflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630714425,"gmtCreate":1643039962537,"gmtModify":1643039962796,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630714425","repostId":"2205802723","repostType":4,"repost":{"id":"2205802723","kind":"highlight","pubTimestamp":1643037267,"share":"https://ttm.financial/m/news/2205802723?lang=&edition=full","pubTime":"2022-01-24 23:14","market":"us","language":"en","title":"4 Stocks That Can Turn $100,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2205802723","media":"Motley Fool","summary":"With time as an investors' ally, these game-changing stocks can make people rich.","content":"<html><head></head><body><p>Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based <b>S&amp;P 500</b> to double from its bear market low. Furthermore, the widely followed index came close to tripling its long-term average annual return in 2021.</p><p>Despite this incredible outperformance, amazing deals remain. Patient investors who buy into innovative companies with clear-cut competitive advantages have a real chance to see their initial investment compound many times over.</p><p>If you have cash ready to invest and are willing to let time be your ally, the following four stocks all have the tools to turn $100,000 into $1 million by 2030.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fstack-of-one-hundred-dollar-bills-cash-money-invest-retire-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"491\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Teladoc Health</h2><p>There&#39;s no sugarcoating it: telehealth giant <b>Teladoc Health</b> (NYSE:TDOC) was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of 2021&#39;s biggest disappointments. After skyrocketing during the initial stages of the coronavirus pandemic, concerns about larger-than-expected losses tied to its Livongo Health acquisition, as well as worries about slowing growth in an eventual post-pandemic world, pushed shares more than 70% below their all-time high.</p><p>However, investors with time on their side can buy Teladoc Health now and take pride in owning a leading innovator in personalized care.</p><p>The easiest way to tell that that telemedicine is here to stay is to look at Teladoc&#39;s sales growth prior to the pandemic. In the seven years leading up to the coronavirus outbreak, the company averaged annual sales growth of 74%. That&#39;s not a year or two of simply being in the right place at the right time. Sales growth this consistent signals a sustained shift in how treatment is being administered in the U.S.</p><p>The great thing about telemedicine is that it provides benefits up and down the treatment chain. It&#39;s almost always more convenient for patients, and it can allow physicians easier access to chronically ill patients. This ease of access should result in improved patient outcomes and lower costs for health insurance companies. The latter is particularly important, as it could increase the likelihood that insurers will push for increased telehealth adoption in the years that lie ahead.</p><p>What&#39;s more, the higher costs associated with Teladoc&#39;s buyout of leading applied health signals company Livongo Health won&#39;t carry over into its 2022 financial results. This means investors can focus on what&#39;s important -- i.e., Livongo&#39;s efforts to enroll more chronic-care members in its service.</p><p>Teladoc has the solutions and innovation to be one of the fastest-growing healthcare stocks this decade.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fbusiness-meeting-tablets-laptops-graphs-charts-advertising-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>PubMatic</h2><p>A small-cap growth stock with large-cap aspirations that could realistically 10x investors&#39; money by the turn of the decade is <b>PubMatic</b> (NASDAQ:PUBM).</p><p>PubMatic operates as a cloud-based, sell-side programmatic ad platform. In simple terms, this means PubMatic&#39;s solutions handle the optimization of ad placement for its clients, the publishers selling their display space. While publishers do offer some level of input, such as the minimum price they&#39;d be willing to accept for their display space, it&#39;s PubMatic&#39;s programmatic ad platform that handles everything else.</p><p>What makes PubMatic such a no-brainer buy over the long term is the undeniable shift of advertising dollars to digital platforms. According to the company, global digital ad spend is expected to grow by an annual rate of 10% through 2024, with respective compound annual growth rates of 11%, 17%, and 11% for mobile, video, and connected TV (CTV)/over-the-top programmatic ads through mid-decade.</p><p>However, PubMatic&#39;s growth rate has consistently more than doubled industrywide estimates. In the third quarter alone, mobile and omnichannel video, which includes CTV, grew by 64% from the year-ago period. This digital omnichannel ad growth is precisely why PubMatic has reported four consecutive quarters of organic growth of at least 50%.</p><p>With the shift to digital ad spending picking up steam, PubMatic looks to be the best name to own in the programmatic ad space.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fa-key-unlocking-blockchain-digital-id-security-hacker-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Ping Identity Holdings</h2><p>Another fast-paced small-cap stock with the ability to turn $100,000 into $1 million by 2030 is cybersecurity company <b>Ping Identity</b> (NYSE:PING).</p><p>Cybersecurity is what I believe will be the safest sustainable double-digit growth trend throughout the decade. With more businesses than ever moving their data into the cloud during the pandemic, demand for third-party solutions to safeguard this information has skyrocketed. Since hackers and robots don&#39;t take a day off, the solutions provided by Ping Identity and its peers have effectively become basic-need services.</p><p>As its name implies, Ping&#39;s cloud-based and artificial intelligence-driven platform is primarily focused on identity verification. It&#39;s particularly effective when layered with on-premises solutions to assist with continuous verifications, risk assessment, and authorization (all areas where on-premises solutions may come up short).</p><p>What makes Ping Identity such an incredible deal is the company&#39;s temporary underperformance during the initial stages of the pandemic. The uncertainty of the pandemic led some of its customers to choose shorter time frames for their term-based licenses in 2020. While that was bad news for Ping&#39;s short-term revenue growth, it didn&#39;t slow the company&#39;s annual recurring revenue (ARR) growth, which has averaged in the mid-to-high teens. Since nearly all of Ping&#39;s revenue is derived from subscriptions, ARR is a much better indicator of Ping&#39;s overall health.</p><p>Ping Identity is profitable and steadily shifting clients to its high-margin software-as-a-service cybersecurity solutions over time. That&#39;s a recipe for success.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fwoman-testing-server-data-center-network-wireless-iot-business-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Fastly</h2><p>A fourth fast-growing company that can turn $100,000 into $1 million for investors by 2030 is edge cloud computing stock <b>Fastly</b> (NYSE:FSLY). The company is perhaps best known for being a content delivery network (i.e., it expedites the delivery of content to end users while maintaining/bolstering network security).</p><p>Similar to Teladoc, Fastly was creamed after the mid-February 2021 peak in growth stocks. Wall Street has been concerned with Fastly&#39;s wider-than-expected losses tied to higher head count and increased marketing expenses. Additionally, Fastly faced a backlash in June after a brief outage on its network disrupted service for a number of popular clients.</p><p>Although an outage isn&#39;t good news, this temporary disruption is now in the rearview mirror. More importantly, the outage hasn&#39;t cost Fastly its core clients. Third-quarter operating data showed sequential increases in enterprise customer count, average enterprise customer spend, and net retention rates.</p><p>Fastly&#39;s allure also has to do with its potential role in the metaverse. The metaverse is the next iteration of the internet, designed to let users interact with 3D virtual environments. One of the biggest challenges of the metaverse will be reducing latency and eliminating any lag following decisions or movements made in virtual worlds. Fastly&#39;s network should be leaned on heavily as the metaverse takes shape in the years to come.</p><p>With an adjusted gross margin that&#39;s consistently come in between 57% and 62%, Fastly is a good bet to net patient investors a whopper of a return over the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Stocks That Can Turn $100,000 Into $1 Million by 2030</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\">\n4 Stocks That Can Turn $100,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based S&P 500 to double from its bear market low. Furthermore, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","CTV":"Innovid","PING":"Ping Identity Holding","ARR":"ARMOUR住宅房地产公司","BK4167":"医疗保健技术","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4567":"ESG概念","FSLY":"Fastly, Inc.","BK4009":"广告","TDOC":"Teladoc Health Inc.","PUBM":"PubMatic, Inc.","BK4116":"互联网服务与基础架构","BK4110":"抵押房地产投资信托","BK4534":"瑞士信贷持仓","BK4097":"系统软件"},"source_url":"https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205802723","content_text":"Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based S&P 500 to double from its bear market low. Furthermore, the widely followed index came close to tripling its long-term average annual return in 2021.Despite this incredible outperformance, amazing deals remain. Patient investors who buy into innovative companies with clear-cut competitive advantages have a real chance to see their initial investment compound many times over.If you have cash ready to invest and are willing to let time be your ally, the following four stocks all have the tools to turn $100,000 into $1 million by 2030.Image source: Getty Images.Teladoc HealthThere's no sugarcoating it: telehealth giant Teladoc Health (NYSE:TDOC) was one of 2021's biggest disappointments. After skyrocketing during the initial stages of the coronavirus pandemic, concerns about larger-than-expected losses tied to its Livongo Health acquisition, as well as worries about slowing growth in an eventual post-pandemic world, pushed shares more than 70% below their all-time high.However, investors with time on their side can buy Teladoc Health now and take pride in owning a leading innovator in personalized care.The easiest way to tell that that telemedicine is here to stay is to look at Teladoc's sales growth prior to the pandemic. In the seven years leading up to the coronavirus outbreak, the company averaged annual sales growth of 74%. That's not a year or two of simply being in the right place at the right time. Sales growth this consistent signals a sustained shift in how treatment is being administered in the U.S.The great thing about telemedicine is that it provides benefits up and down the treatment chain. It's almost always more convenient for patients, and it can allow physicians easier access to chronically ill patients. This ease of access should result in improved patient outcomes and lower costs for health insurance companies. The latter is particularly important, as it could increase the likelihood that insurers will push for increased telehealth adoption in the years that lie ahead.What's more, the higher costs associated with Teladoc's buyout of leading applied health signals company Livongo Health won't carry over into its 2022 financial results. This means investors can focus on what's important -- i.e., Livongo's efforts to enroll more chronic-care members in its service.Teladoc has the solutions and innovation to be one of the fastest-growing healthcare stocks this decade.Image source: Getty Images.PubMaticA small-cap growth stock with large-cap aspirations that could realistically 10x investors' money by the turn of the decade is PubMatic (NASDAQ:PUBM).PubMatic operates as a cloud-based, sell-side programmatic ad platform. In simple terms, this means PubMatic's solutions handle the optimization of ad placement for its clients, the publishers selling their display space. While publishers do offer some level of input, such as the minimum price they'd be willing to accept for their display space, it's PubMatic's programmatic ad platform that handles everything else.What makes PubMatic such a no-brainer buy over the long term is the undeniable shift of advertising dollars to digital platforms. According to the company, global digital ad spend is expected to grow by an annual rate of 10% through 2024, with respective compound annual growth rates of 11%, 17%, and 11% for mobile, video, and connected TV (CTV)/over-the-top programmatic ads through mid-decade.However, PubMatic's growth rate has consistently more than doubled industrywide estimates. In the third quarter alone, mobile and omnichannel video, which includes CTV, grew by 64% from the year-ago period. This digital omnichannel ad growth is precisely why PubMatic has reported four consecutive quarters of organic growth of at least 50%.With the shift to digital ad spending picking up steam, PubMatic looks to be the best name to own in the programmatic ad space.Image source: Getty Images.Ping Identity HoldingsAnother fast-paced small-cap stock with the ability to turn $100,000 into $1 million by 2030 is cybersecurity company Ping Identity (NYSE:PING).Cybersecurity is what I believe will be the safest sustainable double-digit growth trend throughout the decade. With more businesses than ever moving their data into the cloud during the pandemic, demand for third-party solutions to safeguard this information has skyrocketed. Since hackers and robots don't take a day off, the solutions provided by Ping Identity and its peers have effectively become basic-need services.As its name implies, Ping's cloud-based and artificial intelligence-driven platform is primarily focused on identity verification. It's particularly effective when layered with on-premises solutions to assist with continuous verifications, risk assessment, and authorization (all areas where on-premises solutions may come up short).What makes Ping Identity such an incredible deal is the company's temporary underperformance during the initial stages of the pandemic. The uncertainty of the pandemic led some of its customers to choose shorter time frames for their term-based licenses in 2020. While that was bad news for Ping's short-term revenue growth, it didn't slow the company's annual recurring revenue (ARR) growth, which has averaged in the mid-to-high teens. Since nearly all of Ping's revenue is derived from subscriptions, ARR is a much better indicator of Ping's overall health.Ping Identity is profitable and steadily shifting clients to its high-margin software-as-a-service cybersecurity solutions over time. That's a recipe for success.Image source: Getty Images.FastlyA fourth fast-growing company that can turn $100,000 into $1 million for investors by 2030 is edge cloud computing stock Fastly (NYSE:FSLY). The company is perhaps best known for being a content delivery network (i.e., it expedites the delivery of content to end users while maintaining/bolstering network security).Similar to Teladoc, Fastly was creamed after the mid-February 2021 peak in growth stocks. Wall Street has been concerned with Fastly's wider-than-expected losses tied to higher head count and increased marketing expenses. Additionally, Fastly faced a backlash in June after a brief outage on its network disrupted service for a number of popular clients.Although an outage isn't good news, this temporary disruption is now in the rearview mirror. More importantly, the outage hasn't cost Fastly its core clients. Third-quarter operating data showed sequential increases in enterprise customer count, average enterprise customer spend, and net retention rates.Fastly's allure also has to do with its potential role in the metaverse. The metaverse is the next iteration of the internet, designed to let users interact with 3D virtual environments. One of the biggest challenges of the metaverse will be reducing latency and eliminating any lag following decisions or movements made in virtual worlds. Fastly's network should be leaned on heavily as the metaverse takes shape in the years to come.With an adjusted gross margin that's consistently come in between 57% and 62%, Fastly is a good bet to net patient investors a whopper of a return over the long run.","news_type":1,"symbols_score_info":{"ARR":1,"CTV":1,"FSLY":1,"PING":1,"PUBM":1,"TDOC":1}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630226827,"gmtCreate":1642919679980,"gmtModify":1642919680220,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"看不懂。。","listText":"看不懂。。","text":"看不懂。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630226827","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":1641793721698,"gmtModify":1744960780030,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"“女巴菲特”彻底栽了，木头姐一年回撤40%！仍然再加仓！","htmlText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie Wood 失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /","images":[{"img":"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a","width":"554","height":"768"},{"img":"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd","width":"600","height":"333"},{"img":"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694951908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630226359,"gmtCreate":1642919663050,"gmtModify":1642919663377,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630226359","repostId":"694439580","repostType":1,"repost":{"id":694439580,"gmtCreate":1642069309838,"gmtModify":1642125987972,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3528966054893519","authorIdStr":"3528966054893519"},"themes":[],"title":"来看世界最大开采铀公司官方视频","htmlText":"\n \n \n  以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧&nbsp;那哈萨克斯坦自然资源多多&nbsp;哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41%&nbsp;国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a>&nbsp;目前在国家开采量中，该公司组成58%&nbsp;&nbsp;&nbsp;公司也开采稀土&nbsp;&nbsp;&nbsp;公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金&nbsp;现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39%&nbsp;那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨&nbsp;喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&amp;nb\n \n","listText":"以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧&nbsp;那哈萨克斯坦自然资源多多&nbsp;哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41%&nbsp;国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a>&nbsp;目前在国家开采量中，该公司组成58%&nbsp;&nbsp;&nbsp;公司也开采稀土&nbsp;&nbsp;&nbsp;公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金&nbsp;现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39%&nbsp;那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨&nbsp;喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&amp;nb","text":"以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中，该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的$GLENCORE PLC(GLEN.UK)$&nb","images":[{"img":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694439580","isVote":1,"tweetType":2,"object":{"id":"1d17e32f91dd477a864e538fe5467581","tweetId":"694439580","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/4acbc419387702294526378425/w08BKNfGDFMA.mp4","poster":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630226941,"gmtCreate":1642919638733,"gmtModify":1642919638973,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630226941","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630305293,"gmtCreate":1642687244722,"gmtModify":1642687244913,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630305293","repostId":"694234662","repostType":1,"repost":{"id":694234662,"gmtCreate":1641984553381,"gmtModify":1642033975053,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582524673862453","authorIdStr":"3582524673862453"},"themes":[],"title":"经济学家：解决低生育的办法找到了，让75后-85后多生孩子！","htmlText":"这两天，国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目，“解决低生育的办法找到了”！他的观点是每年用2万亿的钱，用10年时间多生5000万个孩子。带着好奇我也看了这篇报告，跟大家讨论几个有意思的地方。第一个就是任泽平提到的，用2万亿解决低生育问题。说实话生孩子这件事今年热度很高，这经济学家喊出用2万亿去生孩子后，热度就更高了。大家想过没有，这2万亿从何而来？这可是凭空印出来的，也就是超发2万亿货币。现在老百姓可不傻，一听说货币超发就知道不是好事。再说了，真把钱发出去，钱到人家手里了，怎么花你管的住吗？能不能提高生育率暂且不谈，提高物价，房价，那肯定的妥妥的。而且就算这2万亿专款专用了，听起来挺多，但是10年多生5000万，一年就是500万，再加上每年正常出生的1000万新生儿，一共就是1500万，那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子，看病，教育，兴趣爱好，以及后续的就业，买房，结婚，13万够吗？我觉得是不够的。第二个有趣的观点是，任泽平说一定要抓住75后-85后还能生的时间点，让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金，是不可能推动大牛市产生的。你不想办法吸引增量资金入市，却想着让本就不富裕的散户们上杠杆，这能行吗？这经济学家就不长个脑子？最后一个，任泽平坦言别指望90后生孩子，他们连婚都不想结。这倒是大实话，现在的年轻人，宁可自己过也不结婚。你问他们老了咋整，他们只会告诉你：养老院。这是观念问题，可不仅仅是钱的问题。70后那一代有钱吗？但他们是把传宗接代刻在脑子里的。别说三胎，六胎人家也愿意生。但现在不是了，生活压力这么大，没人愿意去生孩子。所以是要解决低生育的问题，是要靠增量资金的（90后，00后），不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了，再谈生孩子的事。","listText":"这两天，国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目，“解决低生育的办法找到了”！他的观点是每年用2万亿的钱，用10年时间多生5000万个孩子。带着好奇我也看了这篇报告，跟大家讨论几个有意思的地方。第一个就是任泽平提到的，用2万亿解决低生育问题。说实话生孩子这件事今年热度很高，这经济学家喊出用2万亿去生孩子后，热度就更高了。大家想过没有，这2万亿从何而来？这可是凭空印出来的，也就是超发2万亿货币。现在老百姓可不傻，一听说货币超发就知道不是好事。再说了，真把钱发出去，钱到人家手里了，怎么花你管的住吗？能不能提高生育率暂且不谈，提高物价，房价，那肯定的妥妥的。而且就算这2万亿专款专用了，听起来挺多，但是10年多生5000万，一年就是500万，再加上每年正常出生的1000万新生儿，一共就是1500万，那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子，看病，教育，兴趣爱好，以及后续的就业，买房，结婚，13万够吗？我觉得是不够的。第二个有趣的观点是，任泽平说一定要抓住75后-85后还能生的时间点，让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金，是不可能推动大牛市产生的。你不想办法吸引增量资金入市，却想着让本就不富裕的散户们上杠杆，这能行吗？这经济学家就不长个脑子？最后一个，任泽平坦言别指望90后生孩子，他们连婚都不想结。这倒是大实话，现在的年轻人，宁可自己过也不结婚。你问他们老了咋整，他们只会告诉你：养老院。这是观念问题，可不仅仅是钱的问题。70后那一代有钱吗？但他们是把传宗接代刻在脑子里的。别说三胎，六胎人家也愿意生。但现在不是了，生活压力这么大，没人愿意去生孩子。所以是要解决低生育的问题，是要靠增量资金的（90后，00后），不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了，再谈生孩子的事。","text":"这两天，国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目，“解决低生育的办法找到了”！他的观点是每年用2万亿的钱，用10年时间多生5000万个孩子。带着好奇我也看了这篇报告，跟大家讨论几个有意思的地方。第一个就是任泽平提到的，用2万亿解决低生育问题。说实话生孩子这件事今年热度很高，这经济学家喊出用2万亿去生孩子后，热度就更高了。大家想过没有，这2万亿从何而来？这可是凭空印出来的，也就是超发2万亿货币。现在老百姓可不傻，一听说货币超发就知道不是好事。再说了，真把钱发出去，钱到人家手里了，怎么花你管的住吗？能不能提高生育率暂且不谈，提高物价，房价，那肯定的妥妥的。而且就算这2万亿专款专用了，听起来挺多，但是10年多生5000万，一年就是500万，再加上每年正常出生的1000万新生儿，一共就是1500万，那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子，看病，教育，兴趣爱好，以及后续的就业，买房，结婚，13万够吗？我觉得是不够的。第二个有趣的观点是，任泽平说一定要抓住75后-85后还能生的时间点，让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金，是不可能推动大牛市产生的。你不想办法吸引增量资金入市，却想着让本就不富裕的散户们上杠杆，这能行吗？这经济学家就不长个脑子？最后一个，任泽平坦言别指望90后生孩子，他们连婚都不想结。这倒是大实话，现在的年轻人，宁可自己过也不结婚。你问他们老了咋整，他们只会告诉你：养老院。这是观念问题，可不仅仅是钱的问题。70后那一代有钱吗？但他们是把传宗接代刻在脑子里的。别说三胎，六胎人家也愿意生。但现在不是了，生活压力这么大，没人愿意去生孩子。所以是要解决低生育的问题，是要靠增量资金的（90后，00后），不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了，再谈生孩子的事。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694234662","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630305624,"gmtCreate":1642687233124,"gmtModify":1642687233373,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630305624","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":164179372169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Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie Wood 失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /","images":[{"img":"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a","width":"554","height":"768"},{"img":"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd","width":"600","height":"333"},{"img":"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694951908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630305145,"gmtCreate":1642687222254,"gmtModify":1642687222445,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630305145","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697324728,"gmtCreate":1642302989628,"gmtModify":1642302989854,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Top 10","listText":"Top 10","text":"Top 10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697324728","repostId":"695874389","repostType":1,"repost":{"id":695874389,"gmtCreate":1641433432091,"gmtModify":1641971443679,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"美股2022 最强10只股票 🔥🔥市场潜力巨大优质公司","htmlText":"\n \n \n  大家好，我们先祝各位朋友在新的一年财运亨通！也祝大家能够在美股实战中，不断积累经验，提高分析技术。<a href=\"https://laohu8.com/TW/692100798\" target=\"_blank\">上一期我们承诺为大家介绍10只我认为将会在2022年迎来巨大增长的股票&nbsp;</a>，上期介绍了5只，其中福特F从我们介绍时19.6美元连涨3天，涨幅高达25%。&nbsp;原因是福特计划将备受期待的F-150闪电全电动卡车产量增加近一倍，以满足日益增长的需求，并于本周四启动第一波订单, 福特汽车股价去年上升了近140%，击败了特斯拉、通用汽车和许多新的电动汽车初创企业，成为2021年汽车制造商中表现最好的股票。这期咱们继续介绍剩下的5只股票。<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>在燃油车时代，世界各国在中东为了石油大打出手；在电动车时代， 全球都对锂矿石这新的资源展开了争夺，因为锂是动力电池的核心生产元素，被誉为“白色石油”。第一只股票 ALB 美国雅宝公司它占据全球锂产品供应第一的市场份额，占比达30%。按产量计算，<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>&nbsp;是世界第二大锂生产商，年产量超过85000吨，目前市值是全球第二。其实我们早在一年多之前就做了一期锂矿潜力股的深度分析视频，当时ALB 才89美元。为什么我们会看好锂矿资源呢？因为我们\n \n","listText":"大家好，我们先祝各位朋友在新的一年财运亨通！也祝大家能够在美股实战中，不断积累经验，提高分析技术。<a href=\"https://laohu8.com/TW/692100798\" target=\"_blank\">上一期我们承诺为大家介绍10只我认为将会在2022年迎来巨大增长的股票&nbsp;</a>，上期介绍了5只，其中福特F从我们介绍时19.6美元连涨3天，涨幅高达25%。&nbsp;原因是福特计划将备受期待的F-150闪电全电动卡车产量增加近一倍，以满足日益增长的需求，并于本周四启动第一波订单, 福特汽车股价去年上升了近140%，击败了特斯拉、通用汽车和许多新的电动汽车初创企业，成为2021年汽车制造商中表现最好的股票。这期咱们继续介绍剩下的5只股票。<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>在燃油车时代，世界各国在中东为了石油大打出手；在电动车时代， 全球都对锂矿石这新的资源展开了争夺，因为锂是动力电池的核心生产元素，被誉为“白色石油”。第一只股票 ALB 美国雅宝公司它占据全球锂产品供应第一的市场份额，占比达30%。按产量计算，<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>&nbsp;是世界第二大锂生产商，年产量超过85000吨，目前市值是全球第二。其实我们早在一年多之前就做了一期锂矿潜力股的深度分析视频，当时ALB 才89美元。为什么我们会看好锂矿资源呢？因为我们","text":"大家好，我们先祝各位朋友在新的一年财运亨通！也祝大家能够在美股实战中，不断积累经验，提高分析技术。上一期我们承诺为大家介绍10只我认为将会在2022年迎来巨大增长的股票 ，上期介绍了5只，其中福特F从我们介绍时19.6美元连涨3天，涨幅高达25%。 原因是福特计划将备受期待的F-150闪电全电动卡车产量增加近一倍，以满足日益增长的需求，并于本周四启动第一波订单, 福特汽车股价去年上升了近140%，击败了特斯拉、通用汽车和许多新的电动汽车初创企业，成为2021年汽车制造商中表现最好的股票。这期咱们继续介绍剩下的5只股票。$美国雅宝公司(ALB)$在燃油车时代，世界各国在中东为了石油大打出手；在电动车时代， 全球都对锂矿石这新的资源展开了争夺，因为锂是动力电池的核心生产元素，被誉为“白色石油”。第一只股票 ALB 美国雅宝公司它占据全球锂产品供应第一的市场份额，占比达30%。按产量计算，$美国雅宝公司(ALB)$ 是世界第二大锂生产商，年产量超过85000吨，目前市值是全球第二。其实我们早在一年多之前就做了一期锂矿潜力股的深度分析视频，当时ALB 才89美元。为什么我们会看好锂矿资源呢？因为我们","images":[{"img":"https://static.tigerbbs.com/08bdb1deeb2ac6159b9d5c2b557b7bec","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695874389","isVote":1,"tweetType":2,"object":{"id":"b872c34e6fa940d8932381f3dd9f56f0","tweetId":"695874389","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/01e74485387702294145253020/3EC8mieIlwsA.mp4","poster":"https://static.tigerbbs.com/4beae749efa8f17a9150531b6321c5ea"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":22,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":842525434,"gmtCreate":1636205391326,"gmtModify":1636205391564,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842525434","repostId":"2181742241","repostType":4,"repost":{"id":"2181742241","kind":"highlight","pubTimestamp":1636200000,"share":"https://ttm.financial/m/news/2181742241?lang=&edition=full","pubTime":"2021-11-06 20:00","market":"us","language":"en","title":"Will Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?","url":"https://stock-news.laohu8.com/highlight/detail?id=2181742241","media":"Motley Fool","summary":"Probably, but there will be room for other players in the COVID-19 vaccine market, too.","content":"<p><b>Pfizer</b> (NYSE:PFE) and <b>Moderna</b> (NASDAQ:MRNA) are dominating the global COVID-19 vaccine market. But can they continue to do so once the pandemic is over? In this <i>Motley Fool Live</i> video <b>recorded on Oct. 27</b>, Fool contributors Keith Speights and Brian Orelli address this question, as well as the potential for other companies to succeed.</p>\n<p><b>Keith Speights:</b> Now, here's <a href=\"https://laohu8.com/S/AONE.U\">one</a> that I think that we both can talk about here. Joe asked, \"Where do you see the COVID market going if the pandemic becomes an epidemic?\" He also says, \"Will Moderna and Pfizer&nbsp;continue to lead? Where will <b>CureVac</b> (NASDAQ:CVAC) and <b>Novavax</b> (NASDAQ:NVAX) fit in in such a scenario?\" That's a good question.</p>\n<p><b>Brian Orelli:</b> I wonder whether he means endemic which means it's around all the time. Pandemic would be it comes and then goes. Endemic means it's like the flu. It's around every year, you are never going to actually get rid of it.</p>\n<p>I think Moderna and Pfizer are definitely going to continue to lead because they have such a head start, not just in the ability, doctors having experience with it, but also their ability to manufacture quite a bit of it. I think they will definitely continue to lead.</p>\n<p>Is there room for Novavax and CureVac? I think there probably is.</p>\n<p>I think that it's really going to depend on whether we need more boosters. We don't really know what our memory B cells are going to do and what the virus is going to do. That's basically, the virus mutates enough, then our memory B cells can't take care of the virus then it will be a problem. If the virus doesn't mutate enough and then we're all vaccinated and we have fairly good memory B cells, well then we get infected with the coronavirus and SARS-CoV-2 and our bodies just take care of it and maybe we get sniffles or something.</p>\n<p>But it's not a major issue. We don't worry about the cold. I don't think we'd have much problems. I don't think there was going to be that big of a market for boosters if people aren't dying from COVID-19.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?</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\">\nWill Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/will-moderna-and-pfizer-continue-to-lead-after-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) are dominating the global COVID-19 vaccine market. But can they continue to do so once the pandemic is over? In this Motley Fool Live video recorded on Oct....</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/will-moderna-and-pfizer-continue-to-lead-after-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/11/06/will-moderna-and-pfizer-continue-to-lead-after-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181742241","content_text":"Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) are dominating the global COVID-19 vaccine market. But can they continue to do so once the pandemic is over? In this Motley Fool Live video recorded on Oct. 27, Fool contributors Keith Speights and Brian Orelli address this question, as well as the potential for other companies to succeed.\nKeith Speights: Now, here's one that I think that we both can talk about here. Joe asked, \"Where do you see the COVID market going if the pandemic becomes an epidemic?\" He also says, \"Will Moderna and Pfizer continue to lead? Where will CureVac (NASDAQ:CVAC) and Novavax (NASDAQ:NVAX) fit in in such a scenario?\" That's a good question.\nBrian Orelli: I wonder whether he means endemic which means it's around all the time. Pandemic would be it comes and then goes. Endemic means it's like the flu. It's around every year, you are never going to actually get rid of it.\nI think Moderna and Pfizer are definitely going to continue to lead because they have such a head start, not just in the ability, doctors having experience with it, but also their ability to manufacture quite a bit of it. I think they will definitely continue to lead.\nIs there room for Novavax and CureVac? I think there probably is.\nI think that it's really going to depend on whether we need more boosters. We don't really know what our memory B cells are going to do and what the virus is going to do. That's basically, the virus mutates enough, then our memory B cells can't take care of the virus then it will be a problem. If the virus doesn't mutate enough and then we're all vaccinated and we have fairly good memory B cells, well then we get infected with the coronavirus and SARS-CoV-2 and our bodies just take care of it and maybe we get sniffles or something.\nBut it's not a major issue. We don't worry about the cold. I don't think we'd have much problems. I don't think there was going to be that big of a market for boosters if people aren't dying from COVID-19.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320389900,"gmtCreate":1615015755600,"gmtModify":1703484252004,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/320389900","repostId":"2117639609","repostType":4,"repost":{"id":"2117639609","kind":"news","pubTimestamp":1614957600,"share":"https://ttm.financial/m/news/2117639609?lang=&edition=full","pubTime":"2021-03-05 23:20","market":"us","language":"en","title":"What's the Outlook for Intuitive Surgical?","url":"https://stock-news.laohu8.com/highlight/detail?id=2117639609","media":"Jason Hawthorne","summary":"Competition is heating up, but the company's market leadership remains unchallenged.","content":"<p>After being relegated to science fiction for most of the 20th century, robots have been more visible over the past two decades. Although most real-world applications so far have been industrial, <b>Intuitive</b> <b>Surgical</b> (NASDAQ:ISRG) has been slowly changing that. The company's da Vinci surgical systems only assist trained humans, but they have become synonymous with the term \"robotic surgery.\"</p><p>After so much success, interested investors will want to determine whether the future can be as bright as the past, or if the combination of COVID, regulatory hurdles, and competition will chip away at the dominance this company has established since going public in 2000.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F615724%2Fgettyimages-1218322943.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>The arms of a surgical robot. Image source: Getty Images.</p><p><b>Managing through COVID-19</b></p><p>Early during the pandemic, when hospitals were stopping elective procedures to dedicate resources to patients with COVID-19, the company's sales tumbled. Year-over-year revenue declined 22% in the second quarter of 2020 on 19% fewer procedures.</p><p>Procedures and revenue rebounded slightly in the following quarter, up 7% and down 4.5%, respectively, compared to 2019. The fourth quarter finally saw year-over-year revenue growth of 4%, but management remained cautious.</p><p>Citing a holiday rise in COVID-19 cases, CEO Gary Guthart pointed to a lag in diagnostic cases at hospitals and weak surgery data spilling over from December into January as an indication that the sales of da Vinci systems would take several quarters to normalize. With fewer cases, utilization of existing machines will remain low, delaying the need to add capacity.</p><p>Although this is definitely a concern, it's a temporary <a href=\"https://laohu8.com/S/AONE\">one</a>. By the end of 2021, orders and installations should be back to normal. System growth has averaged 12% a year over the past decade and 28% for the three years prior to the pandemic. Investors are hoping the return to normal comes sooner rather than later.</p><p><b>A changing regulatory landscape</b></p><p>In recent quarters, management has become much more vocal about a shifting regulatory landscape in the U.S. and Europe, and the requirement for more data than ever before prior to approval. Guthart has said the requirements have stabilized at a level higher than in past years. Although it's a short-term nuisance, this change stands to benefit incumbents like Intuitive over time, because existing systems will sit on the market longer while innovations wait for approval.</p><p>One region where the company has drastically different regulatory experiences is Asia. Guthart has repeatedly cited South Korea as being quick to allow innovative products to market, while China's centrally managed system is more cautious. System sales in the region grew 60% from 2018 to 2019 before falling off during 2020 due to the pandemic. Products launched in China must have a longer history of performance because that country's version of the Food and Drug Administration handles first-generation products very cautiously. Regardless, the company remains excited about its joint venture with Chinese company Fosun Pharma and expects strong, if somewhat turbulent, demand over time.</p><p><b>Defending the moat</b></p><p>One of the risks in China is the launch of companies trying to bring competitive surgical systems to market. This has already happened in South Korea. That country's embrace of innovation is a double-edged sword for Intuitive -- South Korea's first approved surgical robot was made by <b>Meere</b> back in 2017.</p><p>Asia isn't the only region where companies are tired of Intuitive reaping the lion's share of the robotic surgery opportunity. Closer to home, the company faces long-awaited challenges from device makers <b>Medtronic</b> (NYSE:MDT) and <b>Johnson</b> <b>&amp;</b> <b>Johnson</b> (NYSE:JNJ).</p><p>Medtronic made its intentions clear by acquiring spine surgery innovator Mazor Robotics in 2018. It is planning a launch of its Hugo surgical system outside the U.S. to collect data, and expects to submit for an investigational device exemption from the FDA in the next month. That designation would allow the device to be used in a clinical study.</p><p>Johnson &amp; Johnson has a not-so-secret weapon in the battle for the robotic surgery market: the founder of Intuitive Surgical. Dr. Fred Moll, who practically invented the industry when he founded Intuitive in 1995, is chief development officer at the company's devices unit. With his guidance, the healthcare giant plans to commercialize three robotic platforms it gained via acquisition.</p><p>First, the Velys platform is for total knee replacements. This is the type of high-volume, repeatable procedure that is ripe for robotic assistance. But it's a threat to <b>Stryker</b> and <b>Smith</b> <b>&amp;</b> <b>Nephew</b>, not Intuitive.</p><p>Second, the Monarch platform is for a procedure that lets doctors inspect the lungs and air passages. It will eventually be used for lung biopsies, but Intuitive is already staking a claim here with its Ion system. In fact, Intuitive received FDA approval for the procedure in the first quarter of 2019.</p><p>And third, Johnson &amp; Johnson's Ottava general surgery system was introduced in November after much anticipation. The device integrates with an operating table and has six arms, several more than systems currently on the market. The goal is flexibility. If Ottava can perform many types of operations, it will help hospitals avoid buying multiple robots, each with a different purpose. The system is unlikely to come to market before 2024.</p><p><b>Clear skies, with a few clouds on the horizon</b></p><p>Despite some regulatory red tape at home and upstart competition abroad, the path for Intuitive Surgical to continue its decades of growth seems clear. The company is well ahead of the competition with nearly 6,000 surgical systems already installed around the globe, and it will be hard for competitors to replace them. That is especially true as innovation in da Vinci systems, instrumentation, and capability continues to increase both machine utilization and company sales.</p><p>As a shareholder, I'll be watching the regulatory progress of the competing systems. But changes in the approval process have only made it harder for the competition to get a foothold. With no imminent threats for at least the next few years, the shares will stay tucked away in a part of my portfolio as far from the sell button as any I own. For those looking to add the stock to their own portfolios, the recent market volatility may have provided the opportunity they've been waiting for.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What's the Outlook for Intuitive Surgical?</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's the Outlook for Intuitive Surgical?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/05/whats-the-outlook-for-intuitive-surgical/><strong>Jason Hawthorne</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After being relegated to science fiction for most of the 20th century, robots have been more visible over the past two decades. Although most real-world applications so far have been industrial, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/05/whats-the-outlook-for-intuitive-surgical/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F615724%2Fgettyimages-1218322943.jpg&amp;w=700&amp;op=resize","relate_stocks":{"ISRG":"直觉外科公司"},"source_url":"https://www.fool.com/investing/2021/03/05/whats-the-outlook-for-intuitive-surgical/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117639609","content_text":"After being relegated to science fiction for most of the 20th century, robots have been more visible over the past two decades. Although most real-world applications so far have been industrial, Intuitive Surgical (NASDAQ:ISRG) has been slowly changing that. The company's da Vinci surgical systems only assist trained humans, but they have become synonymous with the term \"robotic surgery.\"After so much success, interested investors will want to determine whether the future can be as bright as the past, or if the combination of COVID, regulatory hurdles, and competition will chip away at the dominance this company has established since going public in 2000.The arms of a surgical robot. Image source: Getty Images.Managing through COVID-19Early during the pandemic, when hospitals were stopping elective procedures to dedicate resources to patients with COVID-19, the company's sales tumbled. Year-over-year revenue declined 22% in the second quarter of 2020 on 19% fewer procedures.Procedures and revenue rebounded slightly in the following quarter, up 7% and down 4.5%, respectively, compared to 2019. The fourth quarter finally saw year-over-year revenue growth of 4%, but management remained cautious.Citing a holiday rise in COVID-19 cases, CEO Gary Guthart pointed to a lag in diagnostic cases at hospitals and weak surgery data spilling over from December into January as an indication that the sales of da Vinci systems would take several quarters to normalize. With fewer cases, utilization of existing machines will remain low, delaying the need to add capacity.Although this is definitely a concern, it's a temporary one. By the end of 2021, orders and installations should be back to normal. System growth has averaged 12% a year over the past decade and 28% for the three years prior to the pandemic. Investors are hoping the return to normal comes sooner rather than later.A changing regulatory landscapeIn recent quarters, management has become much more vocal about a shifting regulatory landscape in the U.S. and Europe, and the requirement for more data than ever before prior to approval. Guthart has said the requirements have stabilized at a level higher than in past years. Although it's a short-term nuisance, this change stands to benefit incumbents like Intuitive over time, because existing systems will sit on the market longer while innovations wait for approval.One region where the company has drastically different regulatory experiences is Asia. Guthart has repeatedly cited South Korea as being quick to allow innovative products to market, while China's centrally managed system is more cautious. System sales in the region grew 60% from 2018 to 2019 before falling off during 2020 due to the pandemic. Products launched in China must have a longer history of performance because that country's version of the Food and Drug Administration handles first-generation products very cautiously. Regardless, the company remains excited about its joint venture with Chinese company Fosun Pharma and expects strong, if somewhat turbulent, demand over time.Defending the moatOne of the risks in China is the launch of companies trying to bring competitive surgical systems to market. This has already happened in South Korea. That country's embrace of innovation is a double-edged sword for Intuitive -- South Korea's first approved surgical robot was made by Meere back in 2017.Asia isn't the only region where companies are tired of Intuitive reaping the lion's share of the robotic surgery opportunity. Closer to home, the company faces long-awaited challenges from device makers Medtronic (NYSE:MDT) and Johnson & Johnson (NYSE:JNJ).Medtronic made its intentions clear by acquiring spine surgery innovator Mazor Robotics in 2018. It is planning a launch of its Hugo surgical system outside the U.S. to collect data, and expects to submit for an investigational device exemption from the FDA in the next month. That designation would allow the device to be used in a clinical study.Johnson & Johnson has a not-so-secret weapon in the battle for the robotic surgery market: the founder of Intuitive Surgical. Dr. Fred Moll, who practically invented the industry when he founded Intuitive in 1995, is chief development officer at the company's devices unit. With his guidance, the healthcare giant plans to commercialize three robotic platforms it gained via acquisition.First, the Velys platform is for total knee replacements. This is the type of high-volume, repeatable procedure that is ripe for robotic assistance. But it's a threat to Stryker and Smith & Nephew, not Intuitive.Second, the Monarch platform is for a procedure that lets doctors inspect the lungs and air passages. It will eventually be used for lung biopsies, but Intuitive is already staking a claim here with its Ion system. In fact, Intuitive received FDA approval for the procedure in the first quarter of 2019.And third, Johnson & Johnson's Ottava general surgery system was introduced in November after much anticipation. The device integrates with an operating table and has six arms, several more than systems currently on the market. The goal is flexibility. If Ottava can perform many types of operations, it will help hospitals avoid buying multiple robots, each with a different purpose. The system is unlikely to come to market before 2024.Clear skies, with a few clouds on the horizonDespite some regulatory red tape at home and upstart competition abroad, the path for Intuitive Surgical to continue its decades of growth seems clear. The company is well ahead of the competition with nearly 6,000 surgical systems already installed around the globe, and it will be hard for competitors to replace them. That is especially true as innovation in da Vinci systems, instrumentation, and capability continues to increase both machine utilization and company sales.As a shareholder, I'll be watching the regulatory progress of the competing systems. But changes in the approval process have only made it harder for the competition to get a foothold. With no imminent threats for at least the next few years, the shares will stay tucked away in a part of my portfolio as far from the sell button as any I own. For those looking to add the stock to their own portfolios, the recent market volatility may have provided the opportunity they've been waiting for.","news_type":1,"symbols_score_info":{"ISRG":0.9}},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320380569,"gmtCreate":1615015695351,"gmtModify":1703484251655,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/320380569","repostId":"1116017255","repostType":4,"repost":{"id":"1116017255","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614954925,"share":"https://ttm.financial/m/news/1116017255?lang=&edition=full","pubTime":"2021-03-05 22:35","market":"us","language":"en","title":"U.S. Stocks open up, as strong jobs report boosts reopening optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=1116017255","media":"老虎资讯综合","summary":"(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism abo","content":"<p>(March 5)&nbsp;Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.</p><p>The Dow up 0.93%, the S&amp;P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a0f3bfa9164920f4899e3f22741e69\" tg-width=\"1242\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p>The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.</p><p>As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.</p><p>The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.</p><p>The economic reopening could&nbsp;“create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.</p><p>“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”</p><p>“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.</p><p>Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.</p><p>Tesla shares were off their lows in Friday premarket trading but still down 0.3%.</p><p>The S&amp;P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.</p><p>“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”</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>U.S. Stocks open up, as strong jobs report boosts reopening optimism</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\">\nU.S. Stocks open up, as strong jobs report boosts reopening optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-05 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 5)&nbsp;Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.</p><p>The Dow up 0.93%, the S&amp;P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a0f3bfa9164920f4899e3f22741e69\" tg-width=\"1242\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p>The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.</p><p>As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.</p><p>The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.</p><p>The economic reopening could&nbsp;“create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.</p><p>“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”</p><p>“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.</p><p>Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.</p><p>Tesla shares were off their lows in Friday premarket trading but still down 0.3%.</p><p>The S&amp;P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.</p><p>“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116017255","content_text":"(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.The Dow up 0.93%, the S&P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.*Source From Tiger Trade, EST 09:30The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.The economic reopening could “create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.Tesla shares were off their lows in Friday premarket trading but still down 0.3%.The S&P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384714808,"gmtCreate":1613689339804,"gmtModify":1634552663602,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/384714808","repostId":"1124565484","repostType":4,"repost":{"id":"1124565484","kind":"news","pubTimestamp":1613631190,"share":"https://ttm.financial/m/news/1124565484?lang=&edition=full","pubTime":"2021-02-18 14:53","market":"us","language":"en","title":"22 additional dividend stocks that Warren Buffett might consider buying","url":"https://stock-news.laohu8.com/highlight/detail?id=1124565484","media":"MarketWatch","summary":"His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both hav","content":"<blockquote><b>His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.</b></blockquote><p>A vote of confidence by Warren Buffett in a particular stock doesn’t mean you should jump on the bandwagon, but the Berkshire Hathaway CEO’s long-term track record speaks for itself. The man knows how to spot a bargain.</p><p>Below is a screen of stocks inspired by Buffett’s two new picks that feature attractive dividend yields that are expected to be well-covered by free cash flow.</p><p>Word of Buffett’s new investment positions can send shares higher as other investors’ ears perk up. This happened after Berkshire Hathaway Inc.BRKdisclosed late Feb. 16 that it had purchased shares of Verizon Communications Inc.VZ.and Chevron Corp.CVX— two stocks with attractive dividend yields, one of which is cheaply priced when compared to the weighted valuation of the S&amp;P 500 IndexSPX.</p><p>Shares of Verizon were up 3% in early trading Feb. 17, while Chevron was up 3.5%. With dividends reinvested, Verizon had declined 7% for 2021 through Feb. 16, following a flat performance in 2020. Chevron was up 1.5% early Feb. 17 and had already risen 12% for 2021 following a 26% decline in 2020. Oil is on the upswing as investors look ahead to life after the pandemic. West Texas Intermediate crude oilCRUDE OILhad risen 68% from the close on Oct. 31 through Feb. 16, when it settled at $60.05 a barrel.</p><p>All of the following is based on closing prices Feb. 16 and consensus estimates among analysts polled by FactSet for the next 12 months.</p><p>Verizon’s stock trades at a forward price-to-earnings ratio of 10.7, compared to a weighted aggregate forward P/E of 22.5 for the S&amp;P 500. The shares have a dividend yield of 4.64%.</p><p>One way to gauge a company’s ability to cover its dividend (and hopefully raise it) is to look at its free cash flow, which is its remaining cash flow after planned capital expenditures. This is money that can be used for any corporate purpose, including expansion, share repurchases or dividend increases. We can measure a company’s free cash flow yield by dividing trailing or estimated free cash flow by the current share price. Because of the disruptions to the U.S. economy in 2020, all the free cash flow yields that follow make use of consensus estimates for the next 12 reported months.</p><p>Verizion’s forward free cash flow yield is 8.97%, showing “headroom” of 4.34% over the current dividend.</p><p>Chevron’s stock trades at a forward P/E ratio of 24.8, which is higher than that of the S&amp;P 500. Then again, 2021 is expected to be a recovery year for oil and natural gas, and analysts’ earnings estimates may not have caught up with rising fuel commodity prices. Chevron’s dividend yield is 5.54% and its forward free cash flow yield is 7.99%, leaving “headroom” of 2.45%.</p><p>None of this is to say that Buffett is overly fixated on stocks with high dividend yields. He isn’t. Among the publicly traded holdings the company disclosed Feb. 16, there are plenty of companies that pay no dividends, including Amazon.com Inc.AMZN,Biogen Inc.BIIB,Charter Communications Inc.CHTRand General Motors Co.GM,which suspended its quarterly dividend in April.</p><p><b>A Buffett dividend stock screen</b></p><p>Working from Buffett’s selections of Verizon and Chevron and excluding stocks Berkshire Hathaway doesn’t already hold, here are the 22 stocks among the S&amp;P 500 with dividend yields of at least 4.00%, for which free cash flow estimates for calendar 2021 are available, with headroom indicated. The list is sorted by dividend yield.</p><p><img src=\"https://static.tigerbbs.com/fc941b397e252f4198fa8bb425fa2bbb\" tg-width=\"666\" tg-height=\"762\" referrerpolicy=\"no-referrer\">Scroll the table to see all the data, including forward P/E ratios and total returns for 2021 and 2020.</p><p>For real estate investment trusts, the industry standard for measuring dividend-paying ability is funds from operations, a non-GAAP figure that adds depreciation and amortization back to earnings and subtracts gains on the sale of property. So forward FFO estimates are used in the “estimated FCF yield” column on the table.</p><p>The list excludes four stocks already held by Berkshire Hathaway — Verizon, Chevron and two more:</p><ul><li>AbbVie Inc.ABBVhas a dividend yield of 4.99%, with a forward free cash flow yield of 10.54% for headroom of 5.55%.</li><li>Kraft Heinz Co.KHChas a dividend yield of 4.52% and a forward free cash flow yield of 7.59% for headroom of 3.06%. The company cut its dividend by more than a third in February 2019.</li></ul><p>A high dividend yield might indicate investors are sour on the company’s business prospects or its ability to maintain the dividend over the long term, despite a high FCF yield. For example, the highest-yielding stock on the list is Lumen Technologies Inc.LUMN,which was CenturyLink before it was renamed in September. The dividend yield is 8.48%. CenturyLinkcut its quarterly dividend by 26% on the same day it authorized a $2 billion stock repurchase planin February 2013. The company’s quarterly dividend remained 54 cents a share until it wascut to the current 25 cents a sharein February 2019. For five years through Feb. 16, shares of Lumen/CenturyLink were down 34%, with dividends reinvested, while they were down 38% for 10 years.</p><p>Other companies on the list that have cut dividends over the past 10 years include Williams Cos.WMB,Kinder Morgan Inc.KMI,Vornado Realty TrustVNOand Simon Property Group Inc.SPG,which reduced its payout by 38% in June.</p><p>All of this emphasizes the importance of doing your own research to form your own opinion about a company’s long-term prospects if you see any stocks of interest here.</p><p>Aside from CenturyLink, the stock listed above with the lowest forward P/E valuation is AT&amp;T Inc.T,with a dividend yield of 7.18% and P/E of 9.2, followed by Pfizer Inc.PFE,with a yield of 4.50% and forward P/E of 10.3.</p>","source":"market_watch","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>22 additional dividend stocks that Warren Buffett might consider buying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n22 additional dividend stocks that Warren Buffett might consider buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/22-additional-dividend-stocks-that-warren-buffett-might-consider-buying-11613579442?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.A vote of confidence by Warren ...</p>\n\n<a href=\"https://www.marketwatch.com/story/22-additional-dividend-stocks-that-warren-buffett-might-consider-buying-11613579442?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":{"WMB":"威廉姆斯","IP":"国际纸业","LUMN":"Lumen Technologies","SPG":"西蒙地产","K":"家乐氏","SLG":"SL Green Realty Corp","PFE":"辉瑞","KMI":"金德尔摩根","VNO":"沃那多房信","LYB":"利安德巴塞尔","MPC":"马拉松原油","IPG":"埃培智","O":"Realty Income Corp","REG":"Regency Centers Corp","DOW":"陶氏化学","PSX":"Phillips 66","BXP":"BXP Inc","AMCR":"AMCOR PLC","T":"At&T","FRT":"FRT信托","IRM":"爱恩铁山","OKE":"欧尼克（万欧卡）"},"source_url":"https://www.marketwatch.com/story/22-additional-dividend-stocks-that-warren-buffett-might-consider-buying-11613579442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1124565484","content_text":"His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.A vote of confidence by Warren Buffett in a particular stock doesn’t mean you should jump on the bandwagon, but the Berkshire Hathaway CEO’s long-term track record speaks for itself. The man knows how to spot a bargain.Below is a screen of stocks inspired by Buffett’s two new picks that feature attractive dividend yields that are expected to be well-covered by free cash flow.Word of Buffett’s new investment positions can send shares higher as other investors’ ears perk up. This happened after Berkshire Hathaway Inc.BRKdisclosed late Feb. 16 that it had purchased shares of Verizon Communications Inc.VZ.and Chevron Corp.CVX— two stocks with attractive dividend yields, one of which is cheaply priced when compared to the weighted valuation of the S&P 500 IndexSPX.Shares of Verizon were up 3% in early trading Feb. 17, while Chevron was up 3.5%. With dividends reinvested, Verizon had declined 7% for 2021 through Feb. 16, following a flat performance in 2020. Chevron was up 1.5% early Feb. 17 and had already risen 12% for 2021 following a 26% decline in 2020. Oil is on the upswing as investors look ahead to life after the pandemic. West Texas Intermediate crude oilCRUDE OILhad risen 68% from the close on Oct. 31 through Feb. 16, when it settled at $60.05 a barrel.All of the following is based on closing prices Feb. 16 and consensus estimates among analysts polled by FactSet for the next 12 months.Verizon’s stock trades at a forward price-to-earnings ratio of 10.7, compared to a weighted aggregate forward P/E of 22.5 for the S&P 500. The shares have a dividend yield of 4.64%.One way to gauge a company’s ability to cover its dividend (and hopefully raise it) is to look at its free cash flow, which is its remaining cash flow after planned capital expenditures. This is money that can be used for any corporate purpose, including expansion, share repurchases or dividend increases. We can measure a company’s free cash flow yield by dividing trailing or estimated free cash flow by the current share price. Because of the disruptions to the U.S. economy in 2020, all the free cash flow yields that follow make use of consensus estimates for the next 12 reported months.Verizion’s forward free cash flow yield is 8.97%, showing “headroom” of 4.34% over the current dividend.Chevron’s stock trades at a forward P/E ratio of 24.8, which is higher than that of the S&P 500. Then again, 2021 is expected to be a recovery year for oil and natural gas, and analysts’ earnings estimates may not have caught up with rising fuel commodity prices. Chevron’s dividend yield is 5.54% and its forward free cash flow yield is 7.99%, leaving “headroom” of 2.45%.None of this is to say that Buffett is overly fixated on stocks with high dividend yields. He isn’t. Among the publicly traded holdings the company disclosed Feb. 16, there are plenty of companies that pay no dividends, including Amazon.com Inc.AMZN,Biogen Inc.BIIB,Charter Communications Inc.CHTRand General Motors Co.GM,which suspended its quarterly dividend in April.A Buffett dividend stock screenWorking from Buffett’s selections of Verizon and Chevron and excluding stocks Berkshire Hathaway doesn’t already hold, here are the 22 stocks among the S&P 500 with dividend yields of at least 4.00%, for which free cash flow estimates for calendar 2021 are available, with headroom indicated. The list is sorted by dividend yield.Scroll the table to see all the data, including forward P/E ratios and total returns for 2021 and 2020.For real estate investment trusts, the industry standard for measuring dividend-paying ability is funds from operations, a non-GAAP figure that adds depreciation and amortization back to earnings and subtracts gains on the sale of property. So forward FFO estimates are used in the “estimated FCF yield” column on the table.The list excludes four stocks already held by Berkshire Hathaway — Verizon, Chevron and two more:AbbVie Inc.ABBVhas a dividend yield of 4.99%, with a forward free cash flow yield of 10.54% for headroom of 5.55%.Kraft Heinz Co.KHChas a dividend yield of 4.52% and a forward free cash flow yield of 7.59% for headroom of 3.06%. The company cut its dividend by more than a third in February 2019.A high dividend yield might indicate investors are sour on the company’s business prospects or its ability to maintain the dividend over the long term, despite a high FCF yield. For example, the highest-yielding stock on the list is Lumen Technologies Inc.LUMN,which was CenturyLink before it was renamed in September. The dividend yield is 8.48%. CenturyLinkcut its quarterly dividend by 26% on the same day it authorized a $2 billion stock repurchase planin February 2013. The company’s quarterly dividend remained 54 cents a share until it wascut to the current 25 cents a sharein February 2019. For five years through Feb. 16, shares of Lumen/CenturyLink were down 34%, with dividends reinvested, while they were down 38% for 10 years.Other companies on the list that have cut dividends over the past 10 years include Williams Cos.WMB,Kinder Morgan Inc.KMI,Vornado Realty TrustVNOand Simon Property Group Inc.SPG,which reduced its payout by 38% in June.All of this emphasizes the importance of doing your own research to form your own opinion about a company’s long-term prospects if you see any stocks of interest here.Aside from CenturyLink, the stock listed above with the lowest forward P/E valuation is AT&T Inc.T,with a dividend yield of 7.18% and P/E of 9.2, followed by Pfizer Inc.PFE,with a yield of 4.50% and forward P/E of 10.3.","news_type":1,"symbols_score_info":{"AMCR":0.9,"BXP":0.9,"DOW":0.9,"FRT":0.9,"IP":0.9,"IPG":0.9,"IRM":0.9,"K":0.9,"KMI":0.9,"LUMN":0.9,"LYB":0.9,"MPC":0.9,"O":0.9,"OKE":0.9,"PFE":0.9,"PSX":0.9,"REG":0.9,"SLG":0.9,"SPG":0.9,"T":0.9,"VNO":0.9,"WMB":0.9}},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364349919,"gmtCreate":1614818280731,"gmtModify":1703481496077,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Bubble?&nbsp;","listText":"Bubble?&nbsp;","text":"Bubble?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/364349919","repostId":"1107788140","repostType":4,"repost":{"id":"1107788140","kind":"news","pubTimestamp":1614816795,"share":"https://ttm.financial/m/news/1107788140?lang=&edition=full","pubTime":"2021-03-04 08:13","market":"us","language":"en","title":"Wall Street drops as high-flying tech stocks retreat","url":"https://stock-news.laohu8.com/highlight/detail?id=1107788140","media":"Reuters","summary":"(Reuters) - The Nasdaq ended sharply lower on Wednesday after investors sold high-flying technology ","content":"<p>(Reuters) - The Nasdaq ended sharply lower on Wednesday after investors sold high-flying technology shares and pivoted to sectors viewed as more likely to benefit from an economic recovery on the back of fiscal stimulus and vaccination programs.</p><p>Microsoft Corp, Apple Inc and Amazon.com Inc dropped more than 2%, weighing more than any other stocks on the S&amp;P 500.</p><p>The S&amp;P 500 financial and industrial sector indexes reached intra-day record highs. Most other S&amp;P 500 sectors declined.</p><p>“Today is the perfect encapsulation of the big theme we’ve been seeing in the past couple of months: The vaccine rollout is going well and the economy improving, and that is sending yields and rate expectations higher, which is hurting growth stocks,” said Baird investment strategist Ross Mayfield, in Louisville, Kentucky.</p><p>The Dow Jones Industrial Average fell 0.39% to end at 31,270.09 points, while the S&amp;P 500 lost 1.31% to 3,819.72.</p><p>The Nasdaq Composite dropped 2.7% to 12,997.75. That left it at its lowest since early January and reduced its gain in 2021 to less than 1%.</p><p>The U.S. economic recovery continued at a modest pace over the first weeks of this year, with businesses optimistic about the months to come and demand for housing “robust,” but only slow improvement in the job market, the Federal Reserve reported.</p><p>While the vaccine distribution is expected to help the economy, data showed U.S. private employers hired fewer workers than expected in February, suggesting the labor market was struggling to regain speed.</p><p>Another report showed U.S. services industry activity unexpectedly slowed in February amid winter storms, while a measure of prices paid by companies for inputs surged to the highest level in nearly 12-1/2 years.</p><p>The U.S. 10-year Treasury yield ticked up to 1.47%, pressuring areas of the market with high valuations. It was still off last week’s peak of above 1.61% that roiled stock markets as investors bet on rising inflation.</p><p>Rising interest rates disproportionately hurt high-growth tech companies because investors value them based on earnings expected years into the future, and high interest rates hurt the value of future earnings more than the value of earnings made in the short term.</p><p>“There is a definite headwind for equity markets if yields go above the 1.5% level with most investors keeping an eye on the pace of yield growth,” said Michael Stritch, chief investment officer at BMO Wealth Management.</p><p>President Joe Biden’s proposed $1.9 trillion coronavirus relief bill would phase out $1,400 payments to high-income Americans in a compromise with moderate Democratic senators, according to lawmakers and media reports.</p><p>Exxon Mobil Corp rose 0.8% after the oil major unveiled plans to grow dividends and curb spending with projections that were less bold than previous years.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.31-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 62 new 52-week highs and no new lows; the Nasdaq Composite recorded 284 new highs and 68 new lows.</p><p>Volume on U.S. exchanges was 14 billion shares, compared with the 14.9 billion average for the full session over the last 20 trading days.</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>Wall Street drops as high-flying tech stocks retreat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street drops as high-flying tech stocks retreat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/wall-street-drops-as-high-flying-tech-stocks-retreat-idUSKBN2AV1EG><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - The Nasdaq ended sharply lower on Wednesday after investors sold high-flying technology shares and pivoted to sectors viewed as more likely to benefit from an economic recovery on the back...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/wall-street-drops-as-high-flying-tech-stocks-retreat-idUSKBN2AV1EG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.reuters.com/article/us-usa-stocks/wall-street-drops-as-high-flying-tech-stocks-retreat-idUSKBN2AV1EG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107788140","content_text":"(Reuters) - The Nasdaq ended sharply lower on Wednesday after investors sold high-flying technology shares and pivoted to sectors viewed as more likely to benefit from an economic recovery on the back of fiscal stimulus and vaccination programs.Microsoft Corp, Apple Inc and Amazon.com Inc dropped more than 2%, weighing more than any other stocks on the S&P 500.The S&P 500 financial and industrial sector indexes reached intra-day record highs. Most other S&P 500 sectors declined.“Today is the perfect encapsulation of the big theme we’ve been seeing in the past couple of months: The vaccine rollout is going well and the economy improving, and that is sending yields and rate expectations higher, which is hurting growth stocks,” said Baird investment strategist Ross Mayfield, in Louisville, Kentucky.The Dow Jones Industrial Average fell 0.39% to end at 31,270.09 points, while the S&P 500 lost 1.31% to 3,819.72.The Nasdaq Composite dropped 2.7% to 12,997.75. That left it at its lowest since early January and reduced its gain in 2021 to less than 1%.The U.S. economic recovery continued at a modest pace over the first weeks of this year, with businesses optimistic about the months to come and demand for housing “robust,” but only slow improvement in the job market, the Federal Reserve reported.While the vaccine distribution is expected to help the economy, data showed U.S. private employers hired fewer workers than expected in February, suggesting the labor market was struggling to regain speed.Another report showed U.S. services industry activity unexpectedly slowed in February amid winter storms, while a measure of prices paid by companies for inputs surged to the highest level in nearly 12-1/2 years.The U.S. 10-year Treasury yield ticked up to 1.47%, pressuring areas of the market with high valuations. It was still off last week’s peak of above 1.61% that roiled stock markets as investors bet on rising inflation.Rising interest rates disproportionately hurt high-growth tech companies because investors value them based on earnings expected years into the future, and high interest rates hurt the value of future earnings more than the value of earnings made in the short term.“There is a definite headwind for equity markets if yields go above the 1.5% level with most investors keeping an eye on the pace of yield growth,” said Michael Stritch, chief investment officer at BMO Wealth Management.President Joe Biden’s proposed $1.9 trillion coronavirus relief bill would phase out $1,400 payments to high-income Americans in a compromise with moderate Democratic senators, according to lawmakers and media reports.Exxon Mobil Corp rose 0.8% after the oil major unveiled plans to grow dividends and curb spending with projections that were less bold than previous years.Declining issues outnumbered advancing ones on the NYSE by a 1.31-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored decliners.The S&P 500 posted 62 new 52-week highs and no new lows; the Nasdaq Composite recorded 284 new highs and 68 new lows.Volume on U.S. exchanges was 14 billion shares, compared with the 14.9 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361667858,"gmtCreate":1614230018274,"gmtModify":1634550578220,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Gambateh Li","listText":"Gambateh Li","text":"Gambateh Li","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/361667858","repostId":"1144266648","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603499535,"gmtCreate":1638436448168,"gmtModify":1638436448467,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603499535","repostId":"1138497635","repostType":2,"repost":{"id":"1138497635","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":1638436217,"share":"https://ttm.financial/m/news/1138497635?lang=&edition=full","pubTime":"2021-12-02 17:10","market":"us","language":"en","title":"Moderna shares dipped more than 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1138497635","media":"Tiger Newspress","summary":"Moderna shares dipped more than 2% in premarket trading as it could be sued over vaccines as court u","content":"<p>Moderna shares dipped more than&nbsp;2% in premarket trading&nbsp;as&nbsp;it&nbsp;could be sued over vaccines as court upholds Arbutus patents.</p>\n<p><img src=\"https://static.tigerbbs.com/c4b23d228b24ede7e56c373ea5ecd787\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p>\n<p>Moderna Inc&nbsp;could face a patent infringement lawsuit over its COVID-19 vaccine after a federal appeals court on Wednesday rejected its challenge to patents belonging to Arbutus Biopharma Corp.</p>\n<p>The Federal Circuit U.S. Court of Appeals let stand an administrative panel's findings that Arbutus' patents - which may cover technology used in the vaccines - are valid, as the science involved was not previously known.</p>\n<p>Moderna previously said in court filings that it believes Arbutus could bring a lawsuit demanding royalties from its COVID-19 vaccine if the patents were upheld.</p>\n<p>The company last month forecast 2021 sales of between $15 billion and $18 billion, and 2022 sales of between $17 billion and $22 billion, for its COVID-19 vaccine.</p>\n<p>Jefferies analyst Dennis Ding said an infringement lawsuit was possible, but could drag for years, adding that Arbutus will likely settle for a small royalty.</p>\n<p>\"When you're thinking about the revenue opportunity from the vaccine, so just like $10 (billion) to $20 billion annually, a small low-single-digit royalty is immaterial to Moderna,\" he said.</p>\n<p>Both patents in question involve the so-called lipid nanoparticles that enclose the genetic material, known as messenger RNA (mRNA), in the vaccine. The technology could prove useful in developing future mRNA-based vaccines against other illnesses as well.</p>\n<p>Moderna initially challenged the patents before the U.S. Patent Trial and Appeal Board, part of the federal patent office. The board agreed with Moderna that some portions of one of the patents were invalid but otherwise sided with Arbutus, and the Federal Circuit upheld its findings.</p>\n<p>The patents are licensed to Genevant Sciences Inc, a company launched in 2018 by Arbutus and Roivant Sciences Ltd. Roivant owns about 80% of Genevant and Arbutus owns the remainder.</p>\n<p>Moderna is also embroiled in a months-long patent conflict over its COVID-19 vaccine with the U.S. National Institutes of Health (NIH).</p>\n<p>NIH has asserted that three of its scientists helped design the genetic sequence used in Moderna's multibillion-dollar vaccine and should be named on the patent application, a claim the company disagrees with.</p>\n<p>The company maintains that the mRNA sequence in the company's vaccine was selected exclusively by Moderna's scientists, and without input of NIH scientists.</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>Moderna shares dipped more than 2% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna shares dipped more than 2% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-02 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Moderna shares dipped more than&nbsp;2% in premarket trading&nbsp;as&nbsp;it&nbsp;could be sued over vaccines as court upholds Arbutus patents.</p>\n<p><img src=\"https://static.tigerbbs.com/c4b23d228b24ede7e56c373ea5ecd787\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p>\n<p>Moderna Inc&nbsp;could face a patent infringement lawsuit over its COVID-19 vaccine after a federal appeals court on Wednesday rejected its challenge to patents belonging to Arbutus Biopharma Corp.</p>\n<p>The Federal Circuit U.S. Court of Appeals let stand an administrative panel's findings that Arbutus' patents - which may cover technology used in the vaccines - are valid, as the science involved was not previously known.</p>\n<p>Moderna previously said in court filings that it believes Arbutus could bring a lawsuit demanding royalties from its COVID-19 vaccine if the patents were upheld.</p>\n<p>The company last month forecast 2021 sales of between $15 billion and $18 billion, and 2022 sales of between $17 billion and $22 billion, for its COVID-19 vaccine.</p>\n<p>Jefferies analyst Dennis Ding said an infringement lawsuit was possible, but could drag for years, adding that Arbutus will likely settle for a small royalty.</p>\n<p>\"When you're thinking about the revenue opportunity from the vaccine, so just like $10 (billion) to $20 billion annually, a small low-single-digit royalty is immaterial to Moderna,\" he said.</p>\n<p>Both patents in question involve the so-called lipid nanoparticles that enclose the genetic material, known as messenger RNA (mRNA), in the vaccine. The technology could prove useful in developing future mRNA-based vaccines against other illnesses as well.</p>\n<p>Moderna initially challenged the patents before the U.S. Patent Trial and Appeal Board, part of the federal patent office. The board agreed with Moderna that some portions of one of the patents were invalid but otherwise sided with Arbutus, and the Federal Circuit upheld its findings.</p>\n<p>The patents are licensed to Genevant Sciences Inc, a company launched in 2018 by Arbutus and Roivant Sciences Ltd. Roivant owns about 80% of Genevant and Arbutus owns the remainder.</p>\n<p>Moderna is also embroiled in a months-long patent conflict over its COVID-19 vaccine with the U.S. National Institutes of Health (NIH).</p>\n<p>NIH has asserted that three of its scientists helped design the genetic sequence used in Moderna's multibillion-dollar vaccine and should be named on the patent application, a claim the company disagrees with.</p>\n<p>The company maintains that the mRNA sequence in the company's vaccine was selected exclusively by Moderna's scientists, and without input of NIH scientists.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138497635","content_text":"Moderna shares dipped more than 2% in premarket trading as it could be sued over vaccines as court upholds Arbutus patents.\n\nModerna Inc could face a patent infringement lawsuit over its COVID-19 vaccine after a federal appeals court on Wednesday rejected its challenge to patents belonging to Arbutus Biopharma Corp.\nThe Federal Circuit U.S. Court of Appeals let stand an administrative panel's findings that Arbutus' patents - which may cover technology used in the vaccines - are valid, as the science involved was not previously known.\nModerna previously said in court filings that it believes Arbutus could bring a lawsuit demanding royalties from its COVID-19 vaccine if the patents were upheld.\nThe company last month forecast 2021 sales of between $15 billion and $18 billion, and 2022 sales of between $17 billion and $22 billion, for its COVID-19 vaccine.\nJefferies analyst Dennis Ding said an infringement lawsuit was possible, but could drag for years, adding that Arbutus will likely settle for a small royalty.\n\"When you're thinking about the revenue opportunity from the vaccine, so just like $10 (billion) to $20 billion annually, a small low-single-digit royalty is immaterial to Moderna,\" he said.\nBoth patents in question involve the so-called lipid nanoparticles that enclose the genetic material, known as messenger RNA (mRNA), in the vaccine. The technology could prove useful in developing future mRNA-based vaccines against other illnesses as well.\nModerna initially challenged the patents before the U.S. Patent Trial and Appeal Board, part of the federal patent office. The board agreed with Moderna that some portions of one of the patents were invalid but otherwise sided with Arbutus, and the Federal Circuit upheld its findings.\nThe patents are licensed to Genevant Sciences Inc, a company launched in 2018 by Arbutus and Roivant Sciences Ltd. Roivant owns about 80% of Genevant and Arbutus owns the remainder.\nModerna is also embroiled in a months-long patent conflict over its COVID-19 vaccine with the U.S. National Institutes of Health (NIH).\nNIH has asserted that three of its scientists helped design the genetic sequence used in Moderna's multibillion-dollar vaccine and should be named on the patent application, a claim the company disagrees with.\nThe company maintains that the mRNA sequence in the company's vaccine was selected exclusively by Moderna's scientists, and without input of NIH scientists.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149454957,"gmtCreate":1625745442479,"gmtModify":1631891351116,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149454957","repostId":"2149342857","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325115312,"gmtCreate":1615874680536,"gmtModify":1703494310328,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325115312","repostId":"1130756379","repostType":4,"repost":{"id":"1130756379","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1615874416,"share":"https://ttm.financial/m/news/1130756379?lang=&edition=full","pubTime":"2021-03-16 14:00","market":"us","language":"en","title":"Xpeng CEO Bought Shares In Rival Nio During 2019 Low","url":"https://stock-news.laohu8.com/highlight/detail?id=1130756379","media":"Benzinga","summary":"Chinese electric vehicle maker Xpeng Inc.’s CEO He Xiaopeng said he bought shares in rival startup N","content":"<p>Chinese electric vehicle maker&nbsp;<b>Xpeng Inc.’s</b>&nbsp;CEO He Xiaopeng said he bought shares in rival startup&nbsp;<b>Nio Limited</b>&nbsp;during the latter’s toughest time in 2019, cnEVpost&nbsp;reported&nbsp;Monday.</p>\n<p><b>What Happened:</b>The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.</p>\n<p>Xiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.</p>\n<p>Shares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.</p>\n<p>Nio&nbsp;unveiled&nbsp;its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.</p>\n<p><b>Why It Matters:</b>Homebred Chinese companies such as Xpeng, Nio and&nbsp;<b>Li Auto Inc.</b>&nbsp;as well as U.S.-based&nbsp;<b>Tesla Inc.</b>&nbsp;are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.</p>\n<p>Tesla Inc’s Model 3 and Model Y were among the&nbsp;top vehicles by sales&nbsp;in China in February, according to data released by China Passenger Car Association.</p>\n<p>Chinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.</p>\n<p>Nio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.</p>\n<p><b>Price Action:</b>Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xpeng CEO Bought Shares In Rival Nio During 2019 Low</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\">\nXpeng CEO Bought Shares In Rival Nio During 2019 Low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-16 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese electric vehicle maker&nbsp;<b>Xpeng Inc.’s</b>&nbsp;CEO He Xiaopeng said he bought shares in rival startup&nbsp;<b>Nio Limited</b>&nbsp;during the latter’s toughest time in 2019, cnEVpost&nbsp;reported&nbsp;Monday.</p>\n<p><b>What Happened:</b>The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.</p>\n<p>Xiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.</p>\n<p>Shares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.</p>\n<p>Nio&nbsp;unveiled&nbsp;its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.</p>\n<p><b>Why It Matters:</b>Homebred Chinese companies such as Xpeng, Nio and&nbsp;<b>Li Auto Inc.</b>&nbsp;as well as U.S.-based&nbsp;<b>Tesla Inc.</b>&nbsp;are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.</p>\n<p>Tesla Inc’s Model 3 and Model Y were among the&nbsp;top vehicles by sales&nbsp;in China in February, according to data released by China Passenger Car Association.</p>\n<p>Chinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.</p>\n<p>Nio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.</p>\n<p><b>Price Action:</b>Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130756379","content_text":"Chinese electric vehicle maker Xpeng Inc.’s CEO He Xiaopeng said he bought shares in rival startup Nio Limited during the latter’s toughest time in 2019, cnEVpost reported Monday.\nWhat Happened:The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.\nXiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.\nShares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.\nNio unveiled its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.\nWhy It Matters:Homebred Chinese companies such as Xpeng, Nio and Li Auto Inc. as well as U.S.-based Tesla Inc. are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.\nTesla Inc’s Model 3 and Model Y were among the top vehicles by sales in China in February, according to data released by China Passenger Car Association.\nChinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.\nNio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.\nPrice Action:Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369603956,"gmtCreate":1614036283875,"gmtModify":1634551481110,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369603956","repostId":"1100241886","repostType":4,"repost":{"id":"1100241886","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1613990937,"share":"https://ttm.financial/m/news/1100241886?lang=&edition=full","pubTime":"2021-02-22 18:48","market":"fut","language":"en","title":"Bitcoin slips sharply from record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1100241886","media":"Reuters","summary":"Bitcoin fell sharply on Monday after surging to a record $58,354 a day earlier, as a selloff in glob","content":"<p>Bitcoin fell sharply on Monday after surging to a record $58,354 a day earlier, as a selloff in global equities curbed risk appetite.</p>\n<p>The most popular cryptocurrency rallied over the weekend to record levels, almost doubling year-to-date. It hit a market capitalisation of $1 trillion on Friday.</p>\n<p>Bitcoin’s gains have been fueled by signs it is gaining acceptance among mainstream investors and companies, from Tesla Inc and Mastercard Inc to BNY Mellon.</p>\n<p>It fell as much as 6% on Monday, and was last trading down 4.4% at $54,941. Rival cryptocurrency ether fell 7% to $1,798 after also hitting a record high on Saturday.</p>\n<p>Traders said the move was largely technical, and not tied to any particular news catalyst.</p>\n<p>“We did finally see some momentum gathering over the weekend, but weekend rallies haven’t been sustainable lately,” said Joseph Edwards of Enigma Securities, a cryptocurrency broker in London.</p>\n<p>“We do tend to think that there’s a good chance of a down week and small correction coming in off of this, although it does little to dull medium-term prospects.”</p>\n<p>Tesla boss Elon Musk, whose tweets on bitcoin have added fuel to the cryptocurrency’s rally, said on Saturday the price of bitcoin and ethereum seemed high.</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>Bitcoin slips sharply from record highs</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\">\nBitcoin slips sharply from record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-22 18:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Bitcoin fell sharply on Monday after surging to a record $58,354 a day earlier, as a selloff in global equities curbed risk appetite.</p>\n<p>The most popular cryptocurrency rallied over the weekend to record levels, almost doubling year-to-date. It hit a market capitalisation of $1 trillion on Friday.</p>\n<p>Bitcoin’s gains have been fueled by signs it is gaining acceptance among mainstream investors and companies, from Tesla Inc and Mastercard Inc to BNY Mellon.</p>\n<p>It fell as much as 6% on Monday, and was last trading down 4.4% at $54,941. Rival cryptocurrency ether fell 7% to $1,798 after also hitting a record high on Saturday.</p>\n<p>Traders said the move was largely technical, and not tied to any particular news catalyst.</p>\n<p>“We did finally see some momentum gathering over the weekend, but weekend rallies haven’t been sustainable lately,” said Joseph Edwards of Enigma Securities, a cryptocurrency broker in London.</p>\n<p>“We do tend to think that there’s a good chance of a down week and small correction coming in off of this, although it does little to dull medium-term prospects.”</p>\n<p>Tesla boss Elon Musk, whose tweets on bitcoin have added fuel to the cryptocurrency’s rally, said on Saturday the price of bitcoin and ethereum seemed high.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100241886","content_text":"Bitcoin fell sharply on Monday after surging to a record $58,354 a day earlier, as a selloff in global equities curbed risk appetite.\nThe most popular cryptocurrency rallied over the weekend to record levels, almost doubling year-to-date. It hit a market capitalisation of $1 trillion on Friday.\nBitcoin’s gains have been fueled by signs it is gaining acceptance among mainstream investors and companies, from Tesla Inc and Mastercard Inc to BNY Mellon.\nIt fell as much as 6% on Monday, and was last trading down 4.4% at $54,941. Rival cryptocurrency ether fell 7% to $1,798 after also hitting a record high on Saturday.\nTraders said the move was largely technical, and not tied to any particular news catalyst.\n“We did finally see some momentum gathering over the weekend, but weekend rallies haven’t been sustainable lately,” said Joseph Edwards of Enigma Securities, a cryptocurrency broker in London.\n“We do tend to think that there’s a good chance of a down week and small correction coming in off of this, although it does little to dull medium-term prospects.”\nTesla boss Elon Musk, whose tweets on bitcoin have added fuel to the cryptocurrency’s rally, said on Saturday the price of bitcoin and ethereum seemed high.","news_type":1,"symbols_score_info":{"BTCmain":0.9,"XBTmain":0.9,"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164128870,"gmtCreate":1624182828790,"gmtModify":1631891351118,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164128870","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322042251,"gmtCreate":1615759253773,"gmtModify":1703492526107,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"????&nbsp;","listText":"????&nbsp;","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/322042251","repostId":"1175382688","repostType":4,"repost":{"id":"1175382688","kind":"news","pubTimestamp":1615539427,"share":"https://ttm.financial/m/news/1175382688?lang=&edition=full","pubTime":"2021-03-12 16:57","market":"us","language":"en","title":"The stock market is behaving in mysterious ways — is it bullish, bearish or something else?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175382688","media":"MarketWatch","summary":"The “stodgy” side of the market is leading, while volatility is unusually high.\nThe stock market is ","content":"<p>The “stodgy” side of the market is leading, while volatility is unusually high.</p>\n<p>The stock market is doing something unusual, especially in these volatile times: It’s being led by the “old” and “stodgy” stocks of the Dow Jones Industrial Average.</p>\n<p>The Dow has hit record highs for three days, up about 1,400 points in the past four trading days to over 32,000.&nbsp; No other major index has followed along, although the S&amp;P 500&nbsp;and the Russell 2000&nbsp;are not far away from new all-time highs of their own.&nbsp; The Nasdaq&nbsp;is lagging.</p>\n<p>So, is this bullish, bearish or indifferent? It probably depends on the situation, but there is an old saying that when the generals are leading the advance, it’s not a good sign for the stock market.</p>\n<p>That saying refers to a time when General Electric,General Motors&nbsp;and other “generals” were the mainstays of the Dow, so you can see how old it is.&nbsp; It is really just a way of saying that when the majority of stocks are weakening and<i>not</i>making new highs, it’s not a good sign when only 30 stocks are leading the way.</p>\n<p><b>Institutional investors pile into stocks</b></p>\n<p>We have different (hopefully better) ways of measuring divergence these days — specifically,<i>cumulative</i>breadth indicators, new highs vs. new lows, etc., so we don’t have to “stretch” to draw a conclusion about the Dow today.</p>\n<p>I&nbsp;<i>will</i>&nbsp;say that the buyers of these Dow stocks are not the Robinhood crowd but are the “big boys” — institutional investors — and they are piling in like mad.</p>\n<p><img src=\"https://static.tigerbbs.com/1ff6c28bda1e0871bca1038e3ff2794f\" tg-width=\"922\" tg-height=\"694\"></p>\n<p>In any case, we usually use the S&amp;P 500 as the measure of the broad stock market.&nbsp;The index is being dragged somewhat higher by the Dow stocks, as they are all big components of the S&amp;P 500.&nbsp; Even so, the S&amp;P 500 continues to run into resistance in the same area: 3,870 to 3,950 points.</p>\n<p>A move above 3,950 — it’s close today — would be a new all-time high and bullish, requiring a “reset” of all the indicators.</p>\n<p>Lacking that, the bears still have a chance to gain some leverage. It would not be surprising to see the S&amp;P 500 remain in the broad trading range of 3,630 to 3,950.&nbsp; There is also support within that range, in the 3,700-3,725 area, where the S&amp;P 500 bottomed out in both late January and early March.&nbsp; A move below 3,630 would be extremely bearish.</p>\n<p><b>Volatility off the charts</b></p>\n<p>Finally, it should be noted that intraday volatility has been very extreme in the past couple of weeks. The Market Insight segment of this newsletter has some views on that subject.</p>\n<p>Equity-only put-call ratios are moving steadily higher and that puts them solidly on sell signals. Even so, they are still at very low levels on their charts, meaning that they are overbought.&nbsp;They are trying to work off this overbought condition, which will eventually lead to a healthier market. But they have plenty of room to move higher and will remain on these sell signals as long as they are rising.</p>\n<p><img src=\"https://static.tigerbbs.com/7846c518e23ce749856330f13a70330e\" tg-width=\"920\" tg-height=\"694\"><img src=\"https://static.tigerbbs.com/a906c4724fbba47f1f91965cf90a4f39\" tg-width=\"920\" tg-height=\"690\"></p>\n<p>Market breadth has improved tremendously over the past four trading days. At the market’s recent lows March 4, “stocks only” breadth had descended into a true oversold condition.&nbsp;Thus, the improvement in breadth this week has produced a solid buy signal. Both breadth oscillators are now back into modestly overbought territory (and on buy signals). The<i>cumulative</i>breadth indicators are improving but have not recovered enough to reach new all-time highs.</p>\n<p>New 52-week highs vs. new 52-week lows remains a bullish indicator.&nbsp;There was a close call about a week ago, when the NYSE data almost produced a sell signal. But it did not, and now the number of new lows on the NYSE has descended back into single digits, while the number of new highs is exploding on this rally.</p>\n<p>Volatility remains high, as VIX&nbsp;continues to trade well above 20. The VIX “spike peak” buy signal of March 4 remains in place and will continue to do so until early April, unless it is stopped out by VIX spiking higher once again. VIX is back below its 200-day moving average. Also, the 20-day moving average is below the 200-day.&nbsp; Thus, the&nbsp;trend&nbsp;of VIX remains downward, and that is bullish for stocks too.</p>\n<p><img src=\"https://static.tigerbbs.com/d81c77cbb812456c7d2d68174489bc29\" tg-width=\"920\" tg-height=\"690\"></p>\n<p>The construct of volatility derivatives has remained solidly bullish for some time. In the last couple of weeks, when other indicators were (are) weakening, this construct — along with the “new highs vs. new lows” indicator — remained the bulls’ best friend.</p>\n<p>The April VIX futures are now trading with a large premium over the March VIX futures. As long as that remains the case, it is a bullish sign for stocks. The March futures expire next week — on March16 — so the “torch” will pass to April as the front month.</p>\n<p>At that time, we will begin looking at the relationship between April and May futures. It is bullish as well, as May futures are trading about 1.50 over the price of April futures. The term structure of the CBOE Volatility Indices slopes upward, too.&nbsp; All of these are currently bullish signs for stocks.</p>\n<p>In summary, the S&amp;P 500 is still running into resistance and, as long as that is the case, there is a chance that it’s still in its trading range and could retest the lows of the range.&nbsp;A breakout above 3,950 would be bullish (and likewise, a breakdown<i>below</i>3,630 would be bearish).</p>\n<p><b>Market Insight: Intraday volatility explodes</b></p>\n<p>Over the past 12 trading days, intraday volatility has been extreme in the major averages. That is unusual in a market that is moving sideways or even up. Yes, in a bear market, such as we saw a year ago, extreme volatility is to be expected. But over these past 12 days, the S&amp;P 500 is up 22 points — not much, but up nonetheless.</p>\n<p>However, the average true range is 80 points per day. “True range” measures not just the trading day’s difference between its high and its low, but if the market gapped higher, for example, it includes that gap.</p>\n<p>Suppose the S&amp;P 500 closed at 3,800 one day.&nbsp;Then, suppose it opens on a gap higher at 3,850 the next day, and continues on to 3,900 on that same day.&nbsp;The true range would be 100 points (3,900–3,800) because that’s how much the market moved from its previous close to the next day’s high.</p>\n<p>We have seen three such upside gaps in the past 12 days, along with plenty of intraday volatility in stocks, and that makes the average true range (ATR) 80 points — or 2% per day.&nbsp;For the S&amp;P 500 to move 80 points on any day is a big move, and for it to<i>average</i>that much over 12 consecutive trading days is unheard of.</p>\n<p>Some analysts are fearful that this is a sign of over-speculation and “gambling” in the stock market.&nbsp;Others accept it for what it is and deal with it. Short-term traders love it. Fundamental analysts trying to assess the worth of a company hate it, because if a company’s stock is “worth” $X, how can it move large percentages in the blink of an eye?</p>\n<p>That question alone should lead one to be wary of fundamental analysis. As options traders, it should work to our benefit. This is a major reason why VIX has remained so high, even though most indices have been making new all-time highs with great frequency since last November.</p>\n<p><b>New recommendation: MagnaChip Semi</b></p>\n<p><b>MagnaChip Semiconductor</b>&nbsp;is a takeover rumor. Stock volume patterns are extremely strong and improving rapidly. Moreover, options implied volatility has increased sharply. There is support at $20. The stock has broken out to a nearly eight-year high.</p>\n<p><b>Buy 3 MX Apr (16th) 20 calls at a price of 3.25 or less.</b></p>\n<p>MX: 21.20&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; April (16th) 20 calls: 3.10 bid, 3.40 asked</p>\n<p><img src=\"https://static.tigerbbs.com/e49fc77fdc0a57a5d3bb7f7c557a1dc1\" tg-width=\"922\" tg-height=\"690\"></p>\n<p><b>Previous recommendation:</b>we are going to withdraw the recommendation of a “new highs vs. new lows” sell signal.&nbsp; New lows are back to single digits, while new highs are multitudinous.&nbsp; So, the recommendation – while technically still a valid one – is canceled because the chances of it occurring now are too small.&nbsp; We will reinstate it when it becomes more viable.</p>\n<p><b>Follow-up action:</b></p>\n<p><b><i>All stops are mental closing stops unless otherwise noted.</i></b></p>\n<p><b>Long 500 CLIR common stock:</b>the stop remains at 4.13.</p>\n<p><b>Long 5 IVZ Mar (19th) 22 calls:</b>the stop remains at 22.50.</p>\n<p>undefinedthis trade is based on the 20-day Historical Volatility sell signal.&nbsp; This trade will be stopped out if the 20-day HV of SPX falls back below 9%.</p>\n<p><b>Long 1 SPY Mar (19th) 390 put and Short 1 SPY Mar (19th) 360 put:</b>This trade was established in line with the McMillan Volatility Band (MVB) sell signal of</p>\n<p>January 15th.It would be stopped out if SPX were to once again close<i>above</i>the +4σ Band.&nbsp; Of course, that would then set up another potential MVB sell signal down the road.</p>\n<p><b>Long 0 ZNGA Mar (19th) 11 calls:</b>these call were stopped out on March 5th.</p>\n<p><b>Long 1 SPY Mar (12th) 391 put and Short 1 SPY Mar (12th) 361 put:</b>this position was bought at the close of trading on February 18th, when the number of declining issues outnumbered advancing issues on the NYSE by 1200 total issues:&nbsp; Close it out if SPX closes<i>above</i>3950.</p>\n<p><b>Long 4 AJRD1 Mar (19th) 50 calls:</b>hold without a stop initially, to see how LMT handles the potential FTC problem. AJRD has declared a special dividend of $5.00 per share. The ex-date for this special dividend was March 9th.&nbsp; Option holders will be kept intact for the dividend.&nbsp; That is, on March 9th, the symbol for an AJRD option will change to AJRD1, and it will be exercisable into the strike price (which will remain unchanged) plus $500 in cash.&nbsp; The stock price itself will drop by $5 on March 9th, and therefore the net effect to an option holder is zero change. The takeover price that Lockheed-Martin (LMT) will pay will be reduced from the current $56 to $51.</p>\n<p>If that all seems confusing, this might help: with AJRD trading at 46, after the special dividend, the<i>intrinsic value</i>of the AJRD1 Mar (19th) 50 call is equal to the price of AJRD minus 50 (the strike) + 5 (the dividend).&nbsp; In this case, with ADJRD = 46, the intrinsic value is 1 (46 – 50 +5).</p>\n<p><b>Long 2 SPY Mar (26th) 382 puts and Short 2 SPY Mar (26th) 340 puts:</b>this position was established at the close of trading on February 25th, when SPX closed below 3870.&nbsp; Also, note that there were no 341 or 342 strikes for this expiration, so the 340 puts were sold instead. Stop yourself out SPX closes<i>above</i>3950.</p>\n<p><b>Long 2 SPY April (9th) 377.5 calls and Short 2 SPY April (9th) 392.5 calls:</b>this position was taken in line with the VIX “spike peak” buy signal of March 4th.&nbsp; It will remain in place for 22 days, unless stopped out by a return to “spiking mode” by VIX (a gain of at least 3.00 points by VIX – using<i>closing</i>prices – over any 1-, 2-, or 3-day period).&nbsp; If it stopped out in that manner, then prepare to take the next buy signal, according to the rules that were laid out in last week’s newsletter.</p>","source":"market_watch","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>The stock market is behaving in mysterious ways — is it bullish, bearish or something else?</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\">\nThe stock market is behaving in mysterious ways — is it bullish, bearish or something else?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-stock-market-is-behaving-in-mysterious-ways-is-it-bullish-bearish-or-something-else-11615496401?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The “stodgy” side of the market is leading, while volatility is unusually high.\nThe stock market is doing something unusual, especially in these volatile times: It’s being led by the “old” and “stodgy...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-stock-market-is-behaving-in-mysterious-ways-is-it-bullish-bearish-or-something-else-11615496401?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":{".IXIC":"NASDAQ Composite","VIX":"标普500波动率指数",".SPX":"S&P 500 Index","MX":"Magnachip Semiconductor",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-stock-market-is-behaving-in-mysterious-ways-is-it-bullish-bearish-or-something-else-11615496401?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1175382688","content_text":"The “stodgy” side of the market is leading, while volatility is unusually high.\nThe stock market is doing something unusual, especially in these volatile times: It’s being led by the “old” and “stodgy” stocks of the Dow Jones Industrial Average.\nThe Dow has hit record highs for three days, up about 1,400 points in the past four trading days to over 32,000.  No other major index has followed along, although the S&P 500 and the Russell 2000 are not far away from new all-time highs of their own.  The Nasdaq is lagging.\nSo, is this bullish, bearish or indifferent? It probably depends on the situation, but there is an old saying that when the generals are leading the advance, it’s not a good sign for the stock market.\nThat saying refers to a time when General Electric,General Motors and other “generals” were the mainstays of the Dow, so you can see how old it is.  It is really just a way of saying that when the majority of stocks are weakening andnotmaking new highs, it’s not a good sign when only 30 stocks are leading the way.\nInstitutional investors pile into stocks\nWe have different (hopefully better) ways of measuring divergence these days — specifically,cumulativebreadth indicators, new highs vs. new lows, etc., so we don’t have to “stretch” to draw a conclusion about the Dow today.\nI will say that the buyers of these Dow stocks are not the Robinhood crowd but are the “big boys” — institutional investors — and they are piling in like mad.\n\nIn any case, we usually use the S&P 500 as the measure of the broad stock market. The index is being dragged somewhat higher by the Dow stocks, as they are all big components of the S&P 500.  Even so, the S&P 500 continues to run into resistance in the same area: 3,870 to 3,950 points.\nA move above 3,950 — it’s close today — would be a new all-time high and bullish, requiring a “reset” of all the indicators.\nLacking that, the bears still have a chance to gain some leverage. It would not be surprising to see the S&P 500 remain in the broad trading range of 3,630 to 3,950.  There is also support within that range, in the 3,700-3,725 area, where the S&P 500 bottomed out in both late January and early March.  A move below 3,630 would be extremely bearish.\nVolatility off the charts\nFinally, it should be noted that intraday volatility has been very extreme in the past couple of weeks. The Market Insight segment of this newsletter has some views on that subject.\nEquity-only put-call ratios are moving steadily higher and that puts them solidly on sell signals. Even so, they are still at very low levels on their charts, meaning that they are overbought. They are trying to work off this overbought condition, which will eventually lead to a healthier market. But they have plenty of room to move higher and will remain on these sell signals as long as they are rising.\n\nMarket breadth has improved tremendously over the past four trading days. At the market’s recent lows March 4, “stocks only” breadth had descended into a true oversold condition. Thus, the improvement in breadth this week has produced a solid buy signal. Both breadth oscillators are now back into modestly overbought territory (and on buy signals). Thecumulativebreadth indicators are improving but have not recovered enough to reach new all-time highs.\nNew 52-week highs vs. new 52-week lows remains a bullish indicator. There was a close call about a week ago, when the NYSE data almost produced a sell signal. But it did not, and now the number of new lows on the NYSE has descended back into single digits, while the number of new highs is exploding on this rally.\nVolatility remains high, as VIX continues to trade well above 20. The VIX “spike peak” buy signal of March 4 remains in place and will continue to do so until early April, unless it is stopped out by VIX spiking higher once again. VIX is back below its 200-day moving average. Also, the 20-day moving average is below the 200-day.  Thus, the trend of VIX remains downward, and that is bullish for stocks too.\n\nThe construct of volatility derivatives has remained solidly bullish for some time. In the last couple of weeks, when other indicators were (are) weakening, this construct — along with the “new highs vs. new lows” indicator — remained the bulls’ best friend.\nThe April VIX futures are now trading with a large premium over the March VIX futures. As long as that remains the case, it is a bullish sign for stocks. The March futures expire next week — on March16 — so the “torch” will pass to April as the front month.\nAt that time, we will begin looking at the relationship between April and May futures. It is bullish as well, as May futures are trading about 1.50 over the price of April futures. The term structure of the CBOE Volatility Indices slopes upward, too.  All of these are currently bullish signs for stocks.\nIn summary, the S&P 500 is still running into resistance and, as long as that is the case, there is a chance that it’s still in its trading range and could retest the lows of the range. A breakout above 3,950 would be bullish (and likewise, a breakdownbelow3,630 would be bearish).\nMarket Insight: Intraday volatility explodes\nOver the past 12 trading days, intraday volatility has been extreme in the major averages. That is unusual in a market that is moving sideways or even up. Yes, in a bear market, such as we saw a year ago, extreme volatility is to be expected. But over these past 12 days, the S&P 500 is up 22 points — not much, but up nonetheless.\nHowever, the average true range is 80 points per day. “True range” measures not just the trading day’s difference between its high and its low, but if the market gapped higher, for example, it includes that gap.\nSuppose the S&P 500 closed at 3,800 one day. Then, suppose it opens on a gap higher at 3,850 the next day, and continues on to 3,900 on that same day. The true range would be 100 points (3,900–3,800) because that’s how much the market moved from its previous close to the next day’s high.\nWe have seen three such upside gaps in the past 12 days, along with plenty of intraday volatility in stocks, and that makes the average true range (ATR) 80 points — or 2% per day. For the S&P 500 to move 80 points on any day is a big move, and for it toaveragethat much over 12 consecutive trading days is unheard of.\nSome analysts are fearful that this is a sign of over-speculation and “gambling” in the stock market. Others accept it for what it is and deal with it. Short-term traders love it. Fundamental analysts trying to assess the worth of a company hate it, because if a company’s stock is “worth” $X, how can it move large percentages in the blink of an eye?\nThat question alone should lead one to be wary of fundamental analysis. As options traders, it should work to our benefit. This is a major reason why VIX has remained so high, even though most indices have been making new all-time highs with great frequency since last November.\nNew recommendation: MagnaChip Semi\nMagnaChip Semiconductor is a takeover rumor. Stock volume patterns are extremely strong and improving rapidly. Moreover, options implied volatility has increased sharply. There is support at $20. The stock has broken out to a nearly eight-year high.\nBuy 3 MX Apr (16th) 20 calls at a price of 3.25 or less.\nMX: 21.20                   April (16th) 20 calls: 3.10 bid, 3.40 asked\n\nPrevious recommendation:we are going to withdraw the recommendation of a “new highs vs. new lows” sell signal.  New lows are back to single digits, while new highs are multitudinous.  So, the recommendation – while technically still a valid one – is canceled because the chances of it occurring now are too small.  We will reinstate it when it becomes more viable.\nFollow-up action:\nAll stops are mental closing stops unless otherwise noted.\nLong 500 CLIR common stock:the stop remains at 4.13.\nLong 5 IVZ Mar (19th) 22 calls:the stop remains at 22.50.\nundefinedthis trade is based on the 20-day Historical Volatility sell signal.  This trade will be stopped out if the 20-day HV of SPX falls back below 9%.\nLong 1 SPY Mar (19th) 390 put and Short 1 SPY Mar (19th) 360 put:This trade was established in line with the McMillan Volatility Band (MVB) sell signal of\nJanuary 15th.It would be stopped out if SPX were to once again closeabovethe +4σ Band.  Of course, that would then set up another potential MVB sell signal down the road.\nLong 0 ZNGA Mar (19th) 11 calls:these call were stopped out on March 5th.\nLong 1 SPY Mar (12th) 391 put and Short 1 SPY Mar (12th) 361 put:this position was bought at the close of trading on February 18th, when the number of declining issues outnumbered advancing issues on the NYSE by 1200 total issues:  Close it out if SPX closesabove3950.\nLong 4 AJRD1 Mar (19th) 50 calls:hold without a stop initially, to see how LMT handles the potential FTC problem. AJRD has declared a special dividend of $5.00 per share. The ex-date for this special dividend was March 9th.  Option holders will be kept intact for the dividend.  That is, on March 9th, the symbol for an AJRD option will change to AJRD1, and it will be exercisable into the strike price (which will remain unchanged) plus $500 in cash.  The stock price itself will drop by $5 on March 9th, and therefore the net effect to an option holder is zero change. The takeover price that Lockheed-Martin (LMT) will pay will be reduced from the current $56 to $51.\nIf that all seems confusing, this might help: with AJRD trading at 46, after the special dividend, theintrinsic valueof the AJRD1 Mar (19th) 50 call is equal to the price of AJRD minus 50 (the strike) + 5 (the dividend).  In this case, with ADJRD = 46, the intrinsic value is 1 (46 – 50 +5).\nLong 2 SPY Mar (26th) 382 puts and Short 2 SPY Mar (26th) 340 puts:this position was established at the close of trading on February 25th, when SPX closed below 3870.  Also, note that there were no 341 or 342 strikes for this expiration, so the 340 puts were sold instead. Stop yourself out SPX closesabove3950.\nLong 2 SPY April (9th) 377.5 calls and Short 2 SPY April (9th) 392.5 calls:this position was taken in line with the VIX “spike peak” buy signal of March 4th.  It will remain in place for 22 days, unless stopped out by a return to “spiking mode” by VIX (a gain of at least 3.00 points by VIX – usingclosingprices – over any 1-, 2-, or 3-day period).  If it stopped out in that manner, then prepare to take the next buy signal, according to the rules that were laid out in last week’s newsletter.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"MX":0.9,"VIX":0.9}},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360186465,"gmtCreate":1613871044657,"gmtModify":1634552023370,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"A potential company","listText":"A potential company","text":"A potential company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360186465","repostId":"1100960455","repostType":4,"repost":{"id":"1100960455","kind":"news","pubTimestamp":1613717993,"share":"https://ttm.financial/m/news/1100960455?lang=&edition=full","pubTime":"2021-02-19 14:59","market":"us","language":"en","title":"Palantir: Buy The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p>\n<ul>\n <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li>\n <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li>\n <li>Palantir continues to grow its client base across multiple industries.</li>\n <li>Palantir's lock-up period ends on February 19th. Place your bets!</li>\n</ul>\n<p>One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p>\n<p><b>Who Are They?</b></p>\n<p>If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p>\n<p>Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p>\n<p>The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p>\n<p>Pretty cool hey?</p>\n<p><b>What Is Driving The Company?</b></p>\n<p>Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p>\n<p><img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p>\n<p>(Source: TIKR.com)</p>\n<p>The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p>\n<p>Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p>\n<p>Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p>\n<p>(Company Presentation)</p>\n<p>So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p>\n<p><b>What Are The Risks?</b></p>\n<p>One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p>\n<p>Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p>\n<p>That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p>\n<p><b>What's The \"Lock-Up Period\"?</b></p>\n<p>The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p>\n<blockquote>\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n</blockquote>\n<p>What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p>\n<p>So what does this mean? Well, given thatMarketWatch said:</p>\n<blockquote>\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n</blockquote>\n<p>It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p>\n<p>Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p>\n<p><b>What Does The Price Say?</b></p>\n<p>Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p>\n<p><img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p>\n<p>(Source: TC2000.com)</p>\n<p>When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p>\n<p><img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p>\n<p>(Source: TC2000.com)</p>\n<p>When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p>\n<p><b>Wrap-Up</b></p>\n<p>As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</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>Palantir: Buy The Dip</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\">\nPalantir: Buy The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-19 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4406809-palantir-buy-the-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388774491,"gmtCreate":1613104053613,"gmtModify":1634554506620,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388774491","repostId":"1168862133","repostType":4,"repost":{"id":"1168862133","kind":"news","pubTimestamp":1613024272,"share":"https://ttm.financial/m/news/1168862133?lang=&edition=full","pubTime":"2021-02-11 14:17","market":"us","language":"en","title":"Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1168862133","media":"Nasdaq","summary":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat","content":"<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p>\n<p>Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p>\n<p>Top Fintech Stocks To Watch</p>\n<ul>\n <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li>\n <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li>\n <li><b>Square Inc.</b>(NYSE: SQ)</li>\n <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li>\n</ul>\n<p>Mogo Inc.</p>\n<p>Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p>\n<p>For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p>\n<p>PayPal Holdings Inc.</p>\n<p>Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p>\n<p>For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p>\n<p>Square Inc.</p>\n<p>Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p>\n<p>Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p>\n<p>Green Dot Corporation</p>\n<p>Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p>\n<p>For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p>","source":"lsy1603171495471","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>Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch</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\">\nBest Stocks To Buy For 2021? 4 Fintech Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-11 14:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10\">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.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168862133","content_text":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?\nWell, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.\nTop Fintech Stocks To Watch\n\nMogo Inc.(NASDAQ: MOGO)\nPayPal Holdings Inc.(NASDAQ: PYPL)\nSquare Inc.(NYSE: SQ)\nGreen Dot Corporation(NYSE: GDOT)\n\nMogo Inc.\nStarting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.\nFor starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?\nPayPal Holdings Inc.\nFollowing that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.\nFor one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.The “Pay in 4” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.\nSquare Inc.\nAnother top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?\nWell, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?\nGreen Dot Corporation\nUndoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.\nFor the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “living from paycheck to paycheck”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.” Has all this convinced you to add GDOT to your watchlist?","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":829516948,"gmtCreate":1633526627277,"gmtModify":1633526627573,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829516948","repostId":"2173902917","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162163999,"gmtCreate":1624043353211,"gmtModify":1631891351122,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162163999","repostId":"2144774740","repostType":4,"repost":{"id":"2144774740","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1624030096,"share":"https://ttm.financial/m/news/2144774740?lang=&edition=full","pubTime":"2021-06-18 23:28","market":"us","language":"en","title":"Adobe Getting Lift From Economic Reopening Post-Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=2144774740","media":"Investors","summary":"Software giant Adobe is benefiting as the economy reopens following the Covid-19 pandemic, a senior executive says.","content":"<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p>\n<p>The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p>\n<p>The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p>\n<p>For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p>\n<h2>ADBE Stock Rises After Earnings Report</h2>\n<p>In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p>\n<p>\"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p>\n<p>That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p>\n<p>\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p>\n<p>The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p>\n<h2>Analysts Raise Price Targets On Adobe Stock</h2>\n<p>At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p>\n<p>Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p>\n<p>\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p>\n<p>On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p>\n<p>However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</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>Adobe Getting Lift From Economic Reopening Post-Pandemic</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\">\nAdobe Getting Lift From Economic Reopening Post-Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-06-18 23:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p>\n<p>The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p>\n<p>The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p>\n<p>For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p>\n<h2>ADBE Stock Rises After Earnings Report</h2>\n<p>In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p>\n<p>\"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p>\n<p>That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p>\n<p>\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p>\n<p>The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p>\n<h2>Analysts Raise Price Targets On Adobe Stock</h2>\n<p>At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p>\n<p>Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p>\n<p>\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p>\n<p>On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p>\n<p>However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144774740","content_text":"Software giant Adobe is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.\nThe maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.\nThe San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.\nFor the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.\nADBE Stock Rises After Earnings Report\nIn morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.\n\"All three of our businesses — Creative Cloud, Document Cloud and Experience Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"\nThat momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.\n\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"\nThe reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.\nAnalysts Raise Price Targets On Adobe Stock\nAt least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.\nMizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.\n\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"\nOn June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.\nHowever, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.","news_type":1,"symbols_score_info":{"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326359270,"gmtCreate":1615597131090,"gmtModify":1703491394572,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a>&nbsp; fast fast come bek","listText":"<a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a>&nbsp; fast fast come bek","text":"$ARK Next Generation Internet ETF(ARKW)$ fast fast come bek","images":[{"img":"https://static.tigerbbs.com/97620e033daba53403f5845fd2a1de8f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326359270","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382888731,"gmtCreate":1613425054323,"gmtModify":1634553736762,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Best fintec","listText":"Best fintec","text":"Best fintec","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/382888731","repostId":"1168862133","repostType":4,"repost":{"id":"1168862133","kind":"news","pubTimestamp":1613024272,"share":"https://ttm.financial/m/news/1168862133?lang=&edition=full","pubTime":"2021-02-11 14:17","market":"us","language":"en","title":"Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1168862133","media":"Nasdaq","summary":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat","content":"<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p>\n<p>Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p>\n<p>Top Fintech Stocks To Watch</p>\n<ul>\n <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li>\n <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li>\n <li><b>Square Inc.</b>(NYSE: SQ)</li>\n <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li>\n</ul>\n<p>Mogo Inc.</p>\n<p>Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p>\n<p>For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p>\n<p>PayPal Holdings Inc.</p>\n<p>Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p>\n<p>For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p>\n<p>Square Inc.</p>\n<p>Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p>\n<p>Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p>\n<p>Green Dot Corporation</p>\n<p>Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p>\n<p>For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p>","source":"lsy1603171495471","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>Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch</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\">\nBest Stocks To Buy For 2021? 4 Fintech Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-11 14:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10\">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.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168862133","content_text":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?\nWell, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.\nTop Fintech Stocks To Watch\n\nMogo Inc.(NASDAQ: MOGO)\nPayPal Holdings Inc.(NASDAQ: PYPL)\nSquare Inc.(NYSE: SQ)\nGreen Dot Corporation(NYSE: GDOT)\n\nMogo Inc.\nStarting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.\nFor starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?\nPayPal Holdings Inc.\nFollowing that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.\nFor one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.The “Pay in 4” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.\nSquare Inc.\nAnother top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?\nWell, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?\nGreen Dot Corporation\nUndoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.\nFor the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “living from paycheck to paycheck”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.” Has all this convinced you to add GDOT to your watchlist?","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108951429,"gmtCreate":1619996297461,"gmtModify":1634208767752,"author":{"id":"3569679786150151","authorId":"3569679786150151","name":"BenWong888","avatar":"https://static.tigerbbs.com/7474a34d6d715859830fdbb31bc5409f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569679786150151","authorIdStr":"3569679786150151"},"themes":[],"htmlText":"Hold for long term...&nbsp;","listText":"Hold for long term...&nbsp;","text":"Hold for long term...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108951429","repostId":"1115363330","repostType":4,"repost":{"id":"1115363330","kind":"news","pubTimestamp":1619791216,"share":"https://ttm.financial/m/news/1115363330?lang=&edition=full","pubTime":"2021-04-30 22:00","market":"us","language":"en","title":"3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners","url":"https://stock-news.laohu8.com/highlight/detail?id=1115363330","media":"Motley Fool","summary":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly righ","content":"<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p>\n<p>Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p>\n<p>Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p>\n<p>Teladoc Health</p>\n<p><b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p>\n<p>It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p>\n<p>However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p>\n<p>My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p>\n<p>Unity Software</p>\n<p><b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p>\n<p>The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p>\n<p>I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p>\n<p>Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p>\n<p>Vertex Pharmaceuticals</p>\n<p><b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p>\n<p>Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p>\n<p>However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p>\n<p>I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</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>3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't winallof the time. They have their ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/\">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/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115363330","content_text":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't winallof the time. They have their ups and downs.\nCase in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.\nSeveral of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.\nTeladoc Health\nTeladoc Health(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in theARK Genomic Revolution ETF, the second-largest position in theARK Innovation ETF, and the fifth-largest holding in theARK Next Generation Internet ETF.\nIt appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.\nHowever, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.\nMy view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.\nUnity Software\nUnity Software(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.\nThe main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.\nI don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust toApple's new IDFA user identification method.\nUnity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.\nVertex Pharmaceuticals\nVertex Pharmaceuticals(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.\nWall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.\nHowever, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.\nI fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}