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fai84
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19:16","market":"us","language":"zh","title":"瑞士信贷可能面临Archegos爆仓事件的更多影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1183245903","media":"老虎资讯综合","summary":"瑞士信贷在本季度可能面临Archegos爆仓事件更进一步的影响。此前23亿美元的大手交易的影响可能在二季度呈现。","content":"<p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>在本季度可能面临Archegos爆仓事件更进一步的影响。此前23亿美元的大手交易的影响可能在二季度呈现。</p><p><img src=\"https://static.tigerbbs.com/9b7963a3697f0070d4774f0f56f1d434\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞士信贷可能面临Archegos爆仓事件的更多影响</title>\n<style 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href=\"https://laohu8.com/S/CS\">瑞士信贷</a>在本季度可能面临Archegos爆仓事件更进一步的影响。此前23亿美元的大手交易的影响可能在二季度呈现。</p><p><img src=\"https://static.tigerbbs.com/9b7963a3697f0070d4774f0f56f1d434\" tg-width=\"840\" tg-height=\"470\" 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20:49","market":"other","language":"zh","title":"特斯拉接受比特币付款,比特币离“货币”还有多远?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167190202","media":"澎湃新闻","summary":"支付给特斯拉的比特币将被作为比特币保留,而不会转换为法定货币。","content":"<div>\n<p>记者 叶映荷特斯拉将在美国接受比特币付款,这意味着什么?3月24日,特斯拉美国官网显示,用户的购买界面出现了比特币付款选项。不过,目前只有美国本地才可以使用比特币支付,并且仅支持比特币一种加密货币。受此影响,比特币价格迅速拉升1000美元。截至发稿,比特币价格约56500美元。就在2月8日,特斯拉披露公告表示,该公司已购买价值15亿美元的比特币,希望接受比特币作为其产品的付款方式。与此同时,特斯拉...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_11860110\">Web Link</a>\n\n</div>\n","source":"pengpai_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>特斯拉接受比特币付款,比特币离“货币”还有多远?</title>\n<style 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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特斯拉接受比特币付款,比特币离“货币”还有多远?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 20:49 北京时间 <a href=https://www.thepaper.cn/newsDetail_forward_11860110><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 叶映荷特斯拉将在美国接受比特币付款,这意味着什么?3月24日,特斯拉美国官网显示,用户的购买界面出现了比特币付款选项。不过,目前只有美国本地才可以使用比特币支付,并且仅支持比特币一种加密货币。受此影响,比特币价格迅速拉升1000美元。截至发稿,比特币价格约56500美元。就在2月8日,特斯拉披露公告表示,该公司已购买价值15亿美元的比特币,希望接受比特币作为其产品的付款方式。与此同时,特斯拉...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_11860110\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76545b6ea7eb27730ee55d40b45ce15","relate_stocks":{},"source_url":"https://www.thepaper.cn/newsDetail_forward_11860110","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167190202","content_text":"记者 叶映荷特斯拉将在美国接受比特币付款,这意味着什么?3月24日,特斯拉美国官网显示,用户的购买界面出现了比特币付款选项。不过,目前只有美国本地才可以使用比特币支付,并且仅支持比特币一种加密货币。受此影响,比特币价格迅速拉升1000美元。截至发稿,比特币价格约56500美元。就在2月8日,特斯拉披露公告表示,该公司已购买价值15亿美元的比特币,希望接受比特币作为其产品的付款方式。与此同时,特斯拉CEO埃隆·马斯克(Elon Musk)也在3月24日发布推文称:“现在您可以用比特币购买特斯拉。”马斯克还表示,在今年,美国以外地区晚些时候也可以使用比特币支付。特斯拉仅使用内部开源软件,并直接运营比特币节点。支付给特斯拉的比特币将被作为比特币保留,而不会转换为法定货币。比特币或将成为主流资产一位比特币投资者告诉澎湃新闻记者:“特斯拉应该是第一个真正接受比特币支付的大型企业。”他表示,此前也有商户允许用比特币支付,但实际上是先算出美元价格,然后利用当前的汇率算出需要支付多少比特币,会有中间商自动卖成法币,“他们只是把比特币当成一个支付手段,本质上和用人民币、日元支付没有区别”。该投资者认为,真正接受用比特币支付,那么比特币作为“货币”的影响就会进一步加深了。如果比特币作为一种资产纳入到上市公司的负债表里,也会加速各方对比特币作为资产的认定,制定相应的规则和法律,更容易被大众接受。“当然比特币是不是货币,还有很多的争议。”他说。欧科云链首席研究员李炼炫也表示,这意味着比特币正式成为一种“支付手段”出现在大众的视野中,摆脱了曾经“小众”、“极客”的标签。他认为,这可能有助于加快比特币成为主流资产的进程。特斯拉作为全球市值排名第五的公司,汽车行业的龙头,于2020年的销售量为29万辆,占美国市场份额的2%,其率先接受比特币作为支付手段,极有可能会带动马斯克联合创立的Paypal以及其产业链上的公司和其他深受马斯克影响的公司接受比特币作为支付手段,从而进一步推动比特币在传统商业领域的普及。很难对现有支付体系造成影响“由于比特币主链性能效率比较低,指望比特币对现有的支付方式产生较大的影响也很难。”上述比特币投资者说。他认为,比特币主链受到区块大小的限制,目前只能处理平均每秒几笔的交易,所以对现有的支付体系影响并不大。对于买车这种大额支付,并且可以等待时间较长的支付,用比特币没问题。而如果买咖啡等小额消费用比特币支付,手续费和等待时间都是接受不了的。该投资者称,比特币对支付的影响,还得看区块链行业技术进一步的发展。现在一般提出的解决方案是闪电网络,大致意思是在网络里有一些枢纽节点,然后其他人通过枢纽节点转账,就可以快速到账,费用也低,但这样的交易是不被记录在比特币链上的。“如果是走链下二层网络的话,那么很多小额交易就查不到了。”他说。","news_type":1,"symbols_score_info":{"GBTC":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353233867,"gmtCreate":1616499227659,"gmtModify":1631886458172,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"<a 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10:49","market":"us","language":"zh","title":"美联储表态SLR到期不续,什么是SLR?如何影响市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2120911091","media":"第一财经","summary":"3月19日,美联储表示,补充杠杆率的减免措施将于3月31日到期,将采取适当行动,以确保SLR的任何变动不会削弱银行资本金要求的整体力度。美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。2020年4月1日,美联储实施“将美国国债和存放美联储资产从SLR 指标扣除”的豁免条款。SLR政策到期如何影响市场中金公司认为,SLR政策若未能顺利延期,美债利率可能有进一步上行压力。","content":"<div>\n<p>美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。3月19日,美联储表示,补充杠杆率(SLR)的减免措施将于3月31日到期,将采取适当行动,以确保SLR的任何变动不会削弱银行资本金要求的整体力度。美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。美联储计划重新评估SLR,以确保它在“高储备”环境下仍能发挥作用。受此影响,美国10年期国债收益率短线跳升重返1.7%,...</p>\n\n<a href=\"http://yicai.com/news/100992861.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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\" 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href=http://yicai.com/news/100992861.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。3月19日,美联储表示,补充杠杆率(SLR)的减免措施将于3月31日到期,将采取适当行动,以确保SLR的任何变动不会削弱银行资本金要求的整体力度。美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。美联储计划重新评估SLR,以确保它在“高储备”环境下仍能发挥作用。受此影响,美国10年期国债收益率短线跳升重返1.7%,...</p>\n\n<a href=\"http://yicai.com/news/100992861.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","UPRO":"三倍做多标普500ETF","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","QID":"纳指两倍做空ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 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account,TGA)缩减,以及银行补充杠杆率(SLR)豁免期限将至有关。SLR政策到期如何影响市场中金公司认为,SLR政策若未能顺利延期,美债利率可能有进一步上行压力。为了满足此前SLR考核框架下资本充足率要求,美国大型银行需要补充一级资本或压降其他类型风险资产(例如美债、信贷等),不排除银行需要通过卖出美债等降低风险资产敞口。一旦银行抛售美债,预计美债收益率上行压力将加大。中金公司指出,由于,与此同时美联储还在进行资产购买,这将会进一步增加大型银行的准备金,导致银行更难以满足SLR要求。美国1.9万亿美元财政刺激法案增加了美债供给,而刺激方案中对于居民补贴的部分最终会形成银行的存款,银行需要对此增加更多的存款准备金以满足监管要求,这也将削弱银行持有美债以及在回购市场中收取美债作为抵押品出借现金的意愿,美债供需压力可能会进一步加剧。中国银行表示,SLR豁免条款到期将主要产生以下五个方面影响:第一,美国银行业持有国债意愿将显著降低,弱化国债做市能力。第二,2-5年和6-10年期国债抛压将进一步增大,国债收益率曲线更趋陡峭化。第三,做空交易成为市场主流,国债回购利率跌入历史性负值。第四,银行存放美联储准备金趋降,倒逼资产结构调整。第五,美国大型银行SLR监管成本显著抬升。中国银行表示,美国国债收益率是基础性利率,是美国乃至全球资产定价之锚。美国国债收益率上行,将加大股市高位调整风险,抬升借贷资金成本,对美元指数产生小幅支撑作用,促使国际资本流动格局发生变化。在机构层面,银行减持国债,从根本上改变了国债及其回购市场的做市能力与流动性局面,依赖国债回购拆借资金的非银行金融机构将面临较大冲击;如果国债收益率上行引发跨市场资产价格大幅共振,将进一步加剧对冲基金、共同基金等非银行金融机构风险,进而传至整个金融机构体系,甚至诱发系统性危机。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"DXD":0.9,"ESmain":0.9,"MNQmain":0.9,"NQmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"QLD":0.9,"QQQ":0.9,"SDOW":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SQQQ":0.9,"SSO":0.9,"TQQQ":0.9,"UDOW":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350412907,"gmtCreate":1616251245009,"gmtModify":1634526577254,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"冷门股,有机会吗?","listText":"冷门股,有机会吗?","text":"冷门股,有机会吗?","images":[{"img":"https://static.tigerbbs.com/1254245f961e0774970d6f169b9380b6","width":"1080","height":"3088"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350412907","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":350418404,"gmtCreate":1616250877308,"gmtModify":1634526578451,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"妖股,最近他最红","listText":"妖股,最近他最红","text":"妖股,最近他最红","images":[{"img":"https://static.tigerbbs.com/a1fc628ab2cd1bcf4da25a1dd193153d","width":"1080","height":"3088"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350418404","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":327392655,"gmtCreate":1616057167577,"gmtModify":1703496981873,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"Gg, 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TSLA is the market leader for high-end vehicles in China, the world’s la","content":"<p>Consumers in China focus on factors such as the price and driving range the most while buying an electric car, according to areport by CNBC.</p><p><b>What Happened:</b> As per the CNBC report, which is based on conversations from around China and not on qualitative research, some consumers prefer to buy local electric cars due to their cheaper prices, customer care service and the driving range on a single battery charge.</p><p>While <b>Tesla Inc.</b> TSLA is the market leader for high-end vehicles in China, the world’s largest auto market, Chinese car start-ups such as<b>Nio Limited</b>NIO,<b>Li Auto Inc.</b>LIand<b>Xpeng Inc</b>.XPEV 0.16%saw deliveries jump last year.</p><p>Li Auto’s Li One SUV is priced at 328,000 yuan, according tothe company’s website, almost half the price of a similar car from Nio, which focuses on the premium market.</p><p>In addition, the Li One also comes with a fuel tank for charging the battery on the go, which boosts the vehicle’s driving range to 498 miles from 111 miles on a single charge. The extra range is an attraction for consumers due to the absence of public charging infrastructure in China’s remote regions.</p><p>While Nio sells several car features as a subscription model, the company’s customer care service was an attraction for buyers, according to the CNBC report. Nio's founder, chairman and CEO William Li said the companydoesn't prefer to emulate Teslain cutting prices and boosting order backlogs.</p><p>Tesla’s Model 3 sells fornearly $39,000in China following a series of price cuts made by the company last year. Online stories about Tesla’s poor customer service also apparently deterred some from buying the U.S. electric car maker’s vehicles.</p><p><b>Why It Matters:</b> Electric vehicles are seeing strong demand from consumers in China after the government launched subsidy programs and announced the development of a national charging network. The government has also made it cheaper to get license plates for electric vehicles as part of its efforts to reduce pollution in Chinese cities.</p><p>Chinese companies, including Li Auto and Xpeng, are working on developing electric vehicle technologies, including ultra-fast charging, next generation computing platforms and autonomous driving technologies.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla vs Nio vs Xpeng vs Li Auto: What's Driving Chinese Consumers' Choice?</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\">\nTesla vs Nio vs Xpeng vs Li Auto: What's Driving Chinese Consumers' Choice?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-03 18:12 GMT+8 <a href=https://www.benzinga.com/news/21/03/19977628/tesla-vs-nio-vs-xpeng-vs-li-auto-whats-driving-chinese-consumers-choice><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumers in China focus on factors such as the price and driving range the most while buying an electric car, according to areport by CNBC.What Happened: As per the CNBC report, which is based on ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/03/19977628/tesla-vs-nio-vs-xpeng-vs-li-auto-whats-driving-chinese-consumers-choice\">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.benzinga.com/news/21/03/19977628/tesla-vs-nio-vs-xpeng-vs-li-auto-whats-driving-chinese-consumers-choice","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185472117","content_text":"Consumers in China focus on factors such as the price and driving range the most while buying an electric car, according to areport by CNBC.What Happened: As per the CNBC report, which is based on conversations from around China and not on qualitative research, some consumers prefer to buy local electric cars due to their cheaper prices, customer care service and the driving range on a single battery charge.While Tesla Inc. TSLA is the market leader for high-end vehicles in China, the world’s largest auto market, Chinese car start-ups such asNio LimitedNIO,Li Auto Inc.LIandXpeng Inc.XPEV 0.16%saw deliveries jump last year.Li Auto’s Li One SUV is priced at 328,000 yuan, according tothe company’s website, almost half the price of a similar car from Nio, which focuses on the premium market.In addition, the Li One also comes with a fuel tank for charging the battery on the go, which boosts the vehicle’s driving range to 498 miles from 111 miles on a single charge. The extra range is an attraction for consumers due to the absence of public charging infrastructure in China’s remote regions.While Nio sells several car features as a subscription model, the company’s customer care service was an attraction for buyers, according to the CNBC report. Nio's founder, chairman and CEO William Li said the companydoesn't prefer to emulate Teslain cutting prices and boosting order backlogs.Tesla’s Model 3 sells fornearly $39,000in China following a series of price cuts made by the company last year. Online stories about Tesla’s poor customer service also apparently deterred some from buying the U.S. electric car maker’s vehicles.Why It Matters: Electric vehicles are seeing strong demand from consumers in China after the government launched subsidy programs and announced the development of a national charging network. The government has also made it cheaper to get license plates for electric vehicles as part of its efforts to reduce pollution in Chinese cities.Chinese companies, including Li Auto and Xpeng, are working on developing electric vehicle technologies, including ultra-fast charging, next generation computing platforms and autonomous driving technologies.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365356940,"gmtCreate":1614697771080,"gmtModify":1703480077632,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"All in, to the Mars ","listText":"All in, to the Mars ","text":"All in, to the Mars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365356940","repostId":"1187424506","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363213794,"gmtCreate":1614141479018,"gmtModify":1634551009566,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"All in","listText":"All in","text":"All in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363213794","repostId":"1185609211","repostType":4,"repost":{"id":"1185609211","kind":"news","pubTimestamp":1614139419,"share":"https://www.laohu8.com/m/news/1185609211?lang=&edition=full","pubTime":"2021-02-24 12:03","market":"us","language":"en","title":"Why the Plunge in More Speculative Tech Stocks Might Not Be Over Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1185609211","media":"TheStreet","summary":"High valuations, margin debt and the ARK effect could lead to more pain for some names. But the sell","content":"<p>High valuations, margin debt and the ARK effect could lead to more pain for some names. But the selloff could also create buying opportunities in other tech companies.</p>\n<p>While many speculative Robinhood favorites are down sharply over the last couple of weeks, they're still often well above where they traded two or three months ago, and arguably remain quite overvalued on the whole.</p>\n<p>For example, while fuel cell plays Plug Power (PLUG) , FuelCell Energy (FCEL) and Ballard Power (BLDP) are now down 40%, 44% and 32%, respectively, from recently-set highs, they're still 67%, 92% and 33% from where they closed three months ago. And they each still sport forward sales multiples north of 40.</p>\n<p>Likewise, 3D printing plays 3D Systems (DDD) , Stratasys (SSYS) and ExOne (XONE) remain up 357%, 147% and 215%, respectively, over the last three months. EV plays QuantumScape (QS) and Luminar Technologies (LAZR) are up 150% and 123%, respectively, over the last three months and still sport sky-high valuations -- QuantumScape, which doesn't expect to see its solid-state battery enter production until 2024, is still worth $20 billion. And soon-to-merge cannabis plays Tilray (TLRY) and Aphria (APHA) are up 252% and 171%, respectively, and maintain double-digit forward sales multiples.</p>\n<p>In a nutshell, valuations are still generally stretched for some companies, and some investors still have large paper profits that they could turn into real profits if the current selling unnerves them. In addition, judging bythe spike seenin margin debt balances over the last few months, many newer investors in these companies could be forced to unload their positions due to margin calls if the selling continues.</p>\n<p>Also, asothers have pointed out, ARK Invest's trading activity could go from being a tailwind for various high-multiple tech stocks to a headwind. In recent months, giant retail investor inflows for the ARK Innovation ETF (ARKK) and other ARK funds have contributed to the huge rallies seen in various clean energy, 3D printing, software/cloud and biotech names that ARK has been partial to. Conversely, though, major outflows for ARK funds could make the selling pressure in such names during a selloff stronger than it otherwise would be.</p>\n<p>With all that said,I'm not sold at this point on the current selloff being the start of a bear market for tech stocks overall.</p>\n<p>In spite of the speculative frenzy in some corners of tech, quite a few quality tech names remain moderately-valued or just a little expensive right now. And between vaccine rollouts, elevated household savings levels and the likely arrival of additional stimulus in March, the macro backdrop still looks favorable, though it's possible that some stay-at-home plays see demand cool off a bit in the coming months.</p>\n<p><i>Eventually</i>, inflation, higher bond yields and a tightening Fed could become a problem for tech stocks in general. But we still appear to be a ways away from reaching that point, and for now, the Fed remains as accommodative as ever.</p>\n<p>As a result, if the current tech rout continues and leads both very expensive and not-so-expensive companies to see more selling pressure, the risk/reward could start looking very good for some of the more reasonably-priced names.</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>Why the Plunge in More Speculative Tech Stocks Might Not Be Over Yet</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\">\nWhy the Plunge in More Speculative Tech Stocks Might Not Be Over Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-24 12:03 GMT+8 <a href=https://realmoney.thestreet.com/investing/technology/why-the-plunge-in-more-speculative-tech-stocks-might-not-be-over-yet-15575838><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>High valuations, margin debt and the ARK effect could lead to more pain for some names. But the selloff could also create buying opportunities in other tech companies.\nWhile many speculative Robinhood...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/technology/why-the-plunge-in-more-speculative-tech-stocks-might-not-be-over-yet-15575838\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FCEL":"燃料电池能源","BLDP":"巴拉德动力系统","ARKK":"ARK Innovation ETF","SSYS":"Stratasys","QS":"Quantumscape Corp.","PLUG":"普拉格能源","DDD":"3D系统","XONE":"BondBloxx Bloomberg One Year Target Duration US Treasury ETF","APHA":"Aphria Inc.","LAZR":"Luminar Technologies, Inc.","TLRY":"Tilray Inc."},"source_url":"https://realmoney.thestreet.com/investing/technology/why-the-plunge-in-more-speculative-tech-stocks-might-not-be-over-yet-15575838","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185609211","content_text":"High valuations, margin debt and the ARK effect could lead to more pain for some names. But the selloff could also create buying opportunities in other tech companies.\nWhile many speculative Robinhood favorites are down sharply over the last couple of weeks, they're still often well above where they traded two or three months ago, and arguably remain quite overvalued on the whole.\nFor example, while fuel cell plays Plug Power (PLUG) , FuelCell Energy (FCEL) and Ballard Power (BLDP) are now down 40%, 44% and 32%, respectively, from recently-set highs, they're still 67%, 92% and 33% from where they closed three months ago. And they each still sport forward sales multiples north of 40.\nLikewise, 3D printing plays 3D Systems (DDD) , Stratasys (SSYS) and ExOne (XONE) remain up 357%, 147% and 215%, respectively, over the last three months. EV plays QuantumScape (QS) and Luminar Technologies (LAZR) are up 150% and 123%, respectively, over the last three months and still sport sky-high valuations -- QuantumScape, which doesn't expect to see its solid-state battery enter production until 2024, is still worth $20 billion. And soon-to-merge cannabis plays Tilray (TLRY) and Aphria (APHA) are up 252% and 171%, respectively, and maintain double-digit forward sales multiples.\nIn a nutshell, valuations are still generally stretched for some companies, and some investors still have large paper profits that they could turn into real profits if the current selling unnerves them. In addition, judging bythe spike seenin margin debt balances over the last few months, many newer investors in these companies could be forced to unload their positions due to margin calls if the selling continues.\nAlso, asothers have pointed out, ARK Invest's trading activity could go from being a tailwind for various high-multiple tech stocks to a headwind. In recent months, giant retail investor inflows for the ARK Innovation ETF (ARKK) and other ARK funds have contributed to the huge rallies seen in various clean energy, 3D printing, software/cloud and biotech names that ARK has been partial to. Conversely, though, major outflows for ARK funds could make the selling pressure in such names during a selloff stronger than it otherwise would be.\nWith all that said,I'm not sold at this point on the current selloff being the start of a bear market for tech stocks overall.\nIn spite of the speculative frenzy in some corners of tech, quite a few quality tech names remain moderately-valued or just a little expensive right now. And between vaccine rollouts, elevated household savings levels and the likely arrival of additional stimulus in March, the macro backdrop still looks favorable, though it's possible that some stay-at-home plays see demand cool off a bit in the coming months.\nEventually, inflation, higher bond yields and a tightening Fed could become a problem for tech stocks in general. But we still appear to be a ways away from reaching that point, and for now, the Fed remains as accommodative as ever.\nAs a result, if the current tech rout continues and leads both very expensive and not-so-expensive companies to see more selling pressure, the risk/reward could start looking very good for some of the more reasonably-priced names.","news_type":1,"symbols_score_info":{"APHA":0.9,"ARKK":0.9,"BLDP":0.9,"DDD":0.9,"FCEL":0.9,"LAZR":0.9,"PLUG":0.9,"QS":0.9,"SSYS":0.9,"TLRY":0.9,"XONE":0.9}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354747893,"gmtCreate":1617203553212,"gmtModify":1631891134501,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$TIGR 20210521 15.0 PUT(TIGR)$</a>gg","listText":"<a href=\"https://laohu8.com/S/TIGR\">$TIGR 20210521 15.0 PUT(TIGR)$</a>gg","text":"$TIGR 20210521 15.0 PUT(TIGR)$gg","images":[{"img":"https://static.tigerbbs.com/89308d76acdc74205d0933d244e1f0c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354747893","isVote":1,"tweetType":1,"viewCount":1870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":325995400,"gmtCreate":1615855799000,"gmtModify":1703493998152,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HCMC\">$Healthier Choices Management Corp.(HCMC)$</a>gg","listText":"<a href=\"https://laohu8.com/S/HCMC\">$Healthier Choices Management Corp.(HCMC)$</a>gg","text":"$Healthier Choices Management Corp.(HCMC)$gg","images":[{"img":"https://static.tigerbbs.com/6adb870b11381a00465b4e24eee9b645","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325995400","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322616420,"gmtCreate":1615801694160,"gmtModify":1703493168129,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"Coupang? ","listText":"Coupang? ","text":"Coupang?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322616420","repostId":"1199587015","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326615247,"gmtCreate":1615631573589,"gmtModify":1703491770437,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"Better compare with coupang","listText":"Better compare with coupang","text":"Better compare with coupang","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326615247","repostId":"2118630979","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323533776,"gmtCreate":1615352902595,"gmtModify":1703487778414,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"All in","listText":"All in","text":"All in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323533776","repostId":"1184559726","repostType":4,"repost":{"id":"1184559726","kind":"news","pubTimestamp":1615345850,"share":"https://www.laohu8.com/m/news/1184559726?lang=&edition=full","pubTime":"2021-03-10 11:10","market":"us","language":"en","title":"Why Tesla Stock Skyrocketed Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1184559726","media":"Motley Fool","summary":"What happenedShares of Tesla surged on Tuesday, as the electric vehicle maker's stock price rebounde","content":"<p><b>What happened</b></p><p>Shares of <b>Tesla</b> surged on Tuesday, as the electric vehicle maker's stock price rebounded sharply from its recent lows.</p><p>As of 11:25 a.m. EST, Tesla's stock was up more than 12%.</p><p><b>So what</b></p><p>Following positive developments on the COVID-19 vaccine front,investorshave rotated out of high-priced growth stocks that have performed well during the coronavirus crisis and into more bargain-priced stocks that could benefit from a post-pandemic economic recovery. Tesla was caught up in this rotation. After climbing to a record high of $900.40 on Jan. 25, Tesla lost more than a third of its value by March 8.</p><p>Some forward-thinking investors, however, believe the sell-off was overdone. For one, Ark Investment Management founder and CEO Cathie Wood, who oversees the popular<b>ARK Innovation ETF</b>(NYSEMKT:ARKK), has used the downturn to scoop up more Tesla shares at a significant discount to their recent highs.</p><p><b>Now what</b></p><p>New Street analyst Pierre Ferragu also thinks now is a good time to buy Tesla's shares. He raised his rating on Tesla's stock from neutral to buy on Tuesday. Ferragu sees Tesla's stock price climbing to $900 as it ramps up its manufacturing capacity and quadruples deliveries of its popular electric vehicles over the next three years.</p><p>Wedbush analyst Daniel Ives, meanwhile, said today that he believes Tesla's stock price could reach as high as $950. Ives highlighted the EV leader's strong sales in China, which rose 18% sequentially in February to 18,318 vehicles. His price target represents potential gains to investors of roughly 50% from Tesla's current share price near $630.</p><p><img src=\"https://static.tigerbbs.com/597a235a735279d786dddd35c6f0b00c\" tg-width=\"1051\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Skyrocketed Today</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\">\nWhy Tesla Stock Skyrocketed Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 11:10 GMT+8 <a href=https://www.fool.com/investing/2021/03/09/why-tesla-stock-skyrocketed-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Tesla surged on Tuesday, as the electric vehicle maker's stock price rebounded sharply from its recent lows.As of 11:25 a.m. EST, Tesla's stock was up more than 12%.So ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/09/why-tesla-stock-skyrocketed-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/03/09/why-tesla-stock-skyrocketed-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184559726","content_text":"What happenedShares of Tesla surged on Tuesday, as the electric vehicle maker's stock price rebounded sharply from its recent lows.As of 11:25 a.m. EST, Tesla's stock was up more than 12%.So whatFollowing positive developments on the COVID-19 vaccine front,investorshave rotated out of high-priced growth stocks that have performed well during the coronavirus crisis and into more bargain-priced stocks that could benefit from a post-pandemic economic recovery. Tesla was caught up in this rotation. After climbing to a record high of $900.40 on Jan. 25, Tesla lost more than a third of its value by March 8.Some forward-thinking investors, however, believe the sell-off was overdone. For one, Ark Investment Management founder and CEO Cathie Wood, who oversees the popularARK Innovation ETF(NYSEMKT:ARKK), has used the downturn to scoop up more Tesla shares at a significant discount to their recent highs.Now whatNew Street analyst Pierre Ferragu also thinks now is a good time to buy Tesla's shares. He raised his rating on Tesla's stock from neutral to buy on Tuesday. Ferragu sees Tesla's stock price climbing to $900 as it ramps up its manufacturing capacity and quadruples deliveries of its popular electric vehicles over the next three years.Wedbush analyst Daniel Ives, meanwhile, said today that he believes Tesla's stock price could reach as high as $950. Ives highlighted the EV leader's strong sales in China, which rose 18% sequentially in February to 18,318 vehicles. His price target represents potential gains to investors of roughly 50% from Tesla's current share price near $630.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320106357,"gmtCreate":1615032447079,"gmtModify":1703484342934,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"Long it","listText":"Long it","text":"Long it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320106357","repostId":"1169596583","repostType":4,"repost":{"id":"1169596583","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":1614958557,"share":"https://www.laohu8.com/m/news/1169596583?lang=&edition=full","pubTime":"2021-03-05 23:35","market":"us","language":"en","title":"Palantir plunged more than 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5) Palantir plunged more than 13%.","content":"<p>(March 5) Palantir plunged more than 13%.</p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir plunged more than 13%</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 plunged more than 13%\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 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 5) Palantir plunged more than 13%.</p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 13%.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362183544,"gmtCreate":1614607580688,"gmtModify":1703478780841,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362183544","repostId":"1161689985","repostType":4,"repost":{"id":"1161689985","kind":"news","pubTimestamp":1614607057,"share":"https://www.laohu8.com/m/news/1161689985?lang=&edition=full","pubTime":"2021-03-01 21:57","market":"us","language":"en","title":"Exxon Soars After Activists Jeff Ubben, Michael Angelakis Join Board Of Directors","url":"https://stock-news.laohu8.com/highlight/detail?id=1161689985","media":"zerohedge","summary":"Could Exxon wind up being the next ESG play?Shares of the oil and gas giant spiked Monday pre-market","content":"<blockquote><i>Could Exxon wind up being the next ESG play?</i></blockquote><p>Shares of the oil and gas giant spiked Monday pre-market after CNBC's David Faberreportedthat Jeff Ubben would be joining the company's board. In addition, Mike Angelakis - the former CFO of Comcast and a \"green\" activist - was also said to be joining the board.</p><p>\"Mike Angelakis, the chairman and chief executive officer of Atairos and former CFO of Comcast, is also joining the board,\" CNBCreported. According toAngelakis' bio, he \"was the Chairman of the Board for the Federal Reserve Bank of Philadelphia, a member of the Board of Directors of Duke Energy and Hewlett Packard Enterprises, and a trustee of Babson College.\"</p><p><img src=\"https://static.tigerbbs.com/c92e9846f3d968f06284115d27d81ad4\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\">Two weeks agowe notedthat Ubben was looking to raise another $8 billion for his impact fund. Ubben was looking to raise the capital for his Spring Fund II, a successor to his $1.5 billion Spring Fund that he started while at ValueAct, which he founded in 2000, according to Bloomberg. The goal of the fund was reportedly going to be looking at \"impact investing\", which aims to \"make systemic changes at companies and sectors to the betterment of society.\" As we said at the time:</p><blockquote>This, of course, would fit nicely if Ubben was looking to make a major operational, ideological (and PR) shift at an undervalued legacy oil and gas company like Exxon.</blockquote><p>In early February we reported that Ubben was considering a \"meaningful stake\" in Exxon and could, as a result, even wind up with a seat on the board.</p><p><img src=\"https://static.tigerbbs.com/9b33f78346c34b0c6700782c224446fc\" tg-width=\"500\" tg-height=\"328\" referrerpolicy=\"no-referrer\"></p><p>Ubben left ValueAct last year to start his own firm that is focused on investments in social and environmental issues.</p><p><img src=\"https://static.tigerbbs.com/df87a1333f12dd2e677999e333de1888\" tg-width=\"1084\" tg-height=\"496\"></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>Exxon Soars After Activists Jeff Ubben, Michael Angelakis Join Board Of Directors</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\">\nExxon Soars After Activists Jeff Ubben, Michael Angelakis Join Board Of Directors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 21:57 GMT+8 <a href=https://www.zerohedge.com/markets/exxon-spikes-after-cnbc-reports-jeff-ubben-join-board-directors><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Could Exxon wind up being the next ESG play?Shares of the oil and gas giant spiked Monday pre-market after CNBC's David Faberreportedthat Jeff Ubben would be joining the company's board. In addition, ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/exxon-spikes-after-cnbc-reports-jeff-ubben-join-board-directors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚"},"source_url":"https://www.zerohedge.com/markets/exxon-spikes-after-cnbc-reports-jeff-ubben-join-board-directors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161689985","content_text":"Could Exxon wind up being the next ESG play?Shares of the oil and gas giant spiked Monday pre-market after CNBC's David Faberreportedthat Jeff Ubben would be joining the company's board. In addition, Mike Angelakis - the former CFO of Comcast and a \"green\" activist - was also said to be joining the board.\"Mike Angelakis, the chairman and chief executive officer of Atairos and former CFO of Comcast, is also joining the board,\" CNBCreported. According toAngelakis' bio, he \"was the Chairman of the Board for the Federal Reserve Bank of Philadelphia, a member of the Board of Directors of Duke Energy and Hewlett Packard Enterprises, and a trustee of Babson College.\"Two weeks agowe notedthat Ubben was looking to raise another $8 billion for his impact fund. Ubben was looking to raise the capital for his Spring Fund II, a successor to his $1.5 billion Spring Fund that he started while at ValueAct, which he founded in 2000, according to Bloomberg. The goal of the fund was reportedly going to be looking at \"impact investing\", which aims to \"make systemic changes at companies and sectors to the betterment of society.\" As we said at the time:This, of course, would fit nicely if Ubben was looking to make a major operational, ideological (and PR) shift at an undervalued legacy oil and gas company like Exxon.In early February we reported that Ubben was considering a \"meaningful stake\" in Exxon and could, as a result, even wind up with a seat on the board.Ubben left ValueAct last year to start his own firm that is focused on investments in social and environmental issues.","news_type":1,"symbols_score_info":{"XOM":0.9}},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362972844,"gmtCreate":1614592159788,"gmtModify":1703478569054,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"Long term is the key","listText":"Long term is the key","text":"Long term is the key","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/362972844","repostId":"1161169607","repostType":4,"repost":{"id":"1161169607","kind":"news","pubTimestamp":1614584947,"share":"https://www.laohu8.com/m/news/1161169607?lang=&edition=full","pubTime":"2021-03-01 15:49","market":"us","language":"en","title":"Which Companies Are Most At Risk From Surging Yields: Goldman Answers","url":"https://stock-news.laohu8.com/highlight/detail?id=1161169607","media":"zerohedge","summary":"For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yiel","content":"<p>For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yield have climbed by 50 bps in a month to 1.5% (technically as high as 1.61% for a few brief seconds on Thursday after the catastrophic 7Y auction triggered stop loss selling) as real rates jumped following a steady increase in inflation expectations (breakevens), which however are largely set by 10Y TIPS whose price is determined largely by the Fed due to its massive ongoing monetization of TIPS (thus crushing any actual signaling power TIPS may have). Whatever the cause, while rising breakeven inflation has driven most of the rise in yields during the past six months, the last two weeks have been characterized by a 40 bp jump in real yields.</p>\n<p><img src=\"https://static.tigerbbs.com/efd3fa48c3856c9963ae7e9f6e6de625\" tg-width=\"500\" tg-height=\"232\">It's this sudden spike in real yields as opposed to breakevens, that has sparked much of the fear in markets in the past week, because as Goldman's David Kostin explains in his Sunday Start note, \"conceptually, and historically, equities digest rising inflation expectations more easily than rising real yields\" and not just rising real yields, but a rapid spike the likes of which were last observed during the taper tantrum as we discussed two weeks ago in \"Yields Soar, Sending 30Y Real Rates Positive Amid Overheating Panic: What Happens Next\"). In any case, as a result of the violent moves in the rates complex, it is hardly a surprise that Kostin writes \"<b>the recent backup in rates has sparked a new wave of client concern.\"</b></p>\n<ul>\n <li><b>First, investors ask whether the level of rates is becoming a threat to equity valuations.</b></li>\n</ul>\n<p>Predictably,<i><b>Goldman's answer is an emphatic \"no\"</b></i>with Kostin claiming (with a straight face) that \"although the S&P 500 forward P/E multiple of 22x currently ranks in the 99th historical percentile since 1976, ranking only behind the peak of the Tech Bubble in 2000, our dividend discount model (DDM) implies an equity risk premium (ERP) that ranks in the 28th percentile, 70 bp above the historical average.\" In other words, massively, record stretched PE multiples won't collapse if rates rise. Yeah, right. May want to Timestamp that David. We'll check back in a few weeks. So what<i><b>would</b></i>cause a market crash according to Goldman's head market cheerleader? Well, according to Kostin, \"<b>keeping the current P/E constant, the 10-year yield would have to reach 2.1% to bring the yield gap to the historical median of 250 bp.If instead the yield gap remains unchanged, and rates rise to 2.0%, then the P/E multiple would fall by 10% to 20x.\"</b>But don't worry, Kostin adds, because \"in today’s economic environment, our macro model suggests the ERP should be narrower than average.\" Translation: yes, a 10% drop is coming but our models say it may not come, so just keep buying.</p>\n<p><img src=\"https://static.tigerbbs.com/4cdbd39d9b2a4e20ee8ef423435a57d7\" tg-width=\"500\" tg-height=\"169\"></p>\n<ul>\n <li><b>Second, Goldman's bullish US equity view has already embedded expectations of rising interest rates.</b></li>\n</ul>\n<p>Addressing the second most regular pushback against its bizarre optimism, Goldman says that an environment of accelerating economic growth (and recall that recently Goldman found that theUS Economy is Growing At the Fastest Pace On Record), and higher bond yields is consistent with the bank's forecast that<b>S&P 500 EPS in 2021 will grow by 27% and be 10% higher than pre-pandemic 2019, driving a 14% rise this year to our year-end price target of 4300 despite a flat P/E multiple.</b>In other words, multiples may indeed contract but the rise in earnings - a result of economic growth - will offset much if not all of the move. Furthermore, the forward market implies that 10-year nominal yields will climb 25 bp further to 1.7% - below Goldman's 2.1% redline - and real yields will climb by a similar amount to from -0.7% to -0.4% by year-end.</p>\n<ul>\n <li><b>Third, even Kostin is forced to concede that the recent change in yields has reached a magnitude that is usually a headwind for stocks.</b></li>\n</ul>\n<p>As the Goldman strategist concedes, equities have generated an average return of nearly +1% per month,<b>but the return has averaged -1% during months when nominal rates rose by more than two standard deviations and -5% when real yields rose by that amount.</b>Today, a two standard deviation monthly rise in 10-year rates equates to 40 bp for nominal yields and 30 bp for real yields, both thresholds exceeded this week.</p>\n<p><img src=\"https://static.tigerbbs.com/a6a23015dc5dbaee1d4660e8e902a000\" tg-width=\"500\" tg-height=\"175\">Of course, it's not just absolute levels across risk that are impacted by rates: Kostin also notes that \"shifting interest rates have major implications for<i><b>rotations within the equity market,</b></i>a dynamic made clear in recent weeks.\" In mid-2020, Kostin's equity valuation model showed that equity duration –the expectations of earnings growth far in the future –had become a more important contributor to multiples than ever before. One key reason for the importance that investors ascribed to expected future growth was the extremely low level of interest rates. As rates have risen, the contribution of equity duration to stock valuations has declined while near-term growth profiles have become more important. Practically,<b>this means that both the improving growth outlook and rising rates have supported the outperformance of cyclicals and value stocks relative to stocks with the highest long-term growth.</b>Hardly surprising, in recent weeks Goldman's S&P 500 Growth factor has declined by 9%, similar to the 12% decline around the announcement of Pfizer-BioNTech vaccine efficacy in November</p>\n<p>Which brings us to the one sector most at risk from the continued risk in yields.</p>\n<p>As Kostin writes, \"<b>this rotation has also weighed on one of the most spectacular outperformers of the last 12 months: Stocks with negative earnings but strong expected growth.\"</b>One of the most remarkable moves of the past year is that<b>a basket of non-profitable tech stocks soared by 204% last year and 27% in the first six weeks of 2021... before falling by 15% in last two weeks.</b>The decline of these high-growth firms has been particularly painful given the current record degree of leverage carried by hedge funds and the elevated activity of retail traders, both of whom have recently favored some of these long-duration stocks.</p>\n<p>To be sure, while earnings for S&P 500 firms declined by 13% in 2020, the fall in aggregate profits does not capture the wide dispersion in operating results that occurred inside the market. While 2020 EPS growth was negative for the overall index and the median stock,<b>the actual level of profits was positive... But not for every company.</b>In fact,<b>1082 firms or 37% of the constituents in the Russell 3000 posted negative net income in 2020 (i.e., a loss or negative EPS), and 21% posted negative EBITDA.</b></p>\n<p>Getting even more granular (and apologizing to George Orwell), Kostin then notes that all companies with losses are equal, but some are more equal than others. Some firms reported negative earnings in 2020 because the pandemic and economic shutdown disrupted their business and crushed their revenues.<b>But in other instances, the Goldman strategist points out that \"companies grew sales so rapidly that top-line was the focus of investors and bottom-line losses were ignored.\"</b>Indeed, consider that across all non-Financial US stocks with at least $50 million in revenues, \"<b>those with negative earnings and declining revenues in 2020 returned a median of -18% last year. In contrast, stocks with negative earnings and growing revenues returned +51%.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/672e0f0b03d6b3cec8ec067276919bf9\" tg-width=\"500\" tg-height=\"171\"><b>Recently, however, improving economic growth prospects from vaccination rollout and pending fiscal stimulus coupled with rising rates have moved firms that struggled most in 2020 into pole position so far in 2021.</b>The cyclical and virus-affected firms with<b>negative earnings and falling sales in 2020 have generated a median YTD return of +22%, outperforming the +10% return of the median stock that posted a loss but grew sales last year.</b>Unsurprisingly, these cyclical stocks have been positively correlated with both nominal and real interest rates. In contrast,<b>the ultra long-duration stocks have been negatively correlated with interest rates given they generate no earnings today and their valuations depend entirely on future growth prospects.</b>Cyclicals also carry far lower valuations, with a median EV/2022 sales ratio of 2x vs. 6x for the median negative earner with positive sales growth.</p>\n<p><img src=\"https://static.tigerbbs.com/a00a42075ac35763072cb85546315087\" tg-width=\"500\" tg-height=\"174\">Putting it all together, Kostin concludes that \"<b>looking forward, investors must balance the appeal of promising businesses with the risk that rates rise further and the recent rotation continues.\"</b>The list of non-profitable companies that makes up GOldman's Non-Profitable Tech basket is shown below:</p>\n<p><img src=\"https://static.tigerbbs.com/782b2dbfc010259d8bc5120f85d13070\" tg-width=\"500\" tg-height=\"364\">And although secular growth stocks may remain the most appealing investments on a long-term horizon, Goldman believes that<b>those stocks will underperform more cyclical firms in the short-term if economic acceleration and inflation continue to lift interest rates.</b></p>\n<p>Which brings us to the other side of the table: the<b>chart below shows the Russell 1000 firms from each sector with the shortest implied equity durations that have outperformed sector peers during the past two weeks as rates rose and are expected to grow revenues in 2021</b>. The median stock trades at a P/E ratio of 19x and has returned 7% YTD compared with 22x and 2% for the Russell 1000 median.</p>\n<p><img src=\"https://static.tigerbbs.com/96e14fcedd553203d06c6a3639a17f8f\" tg-width=\"500\" tg-height=\"365\"></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>Which Companies Are Most At Risk From Surging Yields: Goldman Answers</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\">\nWhich Companies Are Most At Risk From Surging Yields: Goldman Answers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 15:49 GMT+8 <a href=https://www.zerohedge.com/markets/which-companies-are-most-risk-surging-yields-goldman-answers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yield have climbed by 50 bps in a month to 1.5% (technically as high as 1.61% for a few brief seconds on...</p>\n\n<a href=\"https://www.zerohedge.com/markets/which-companies-are-most-risk-surging-yields-goldman-answers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/which-companies-are-most-risk-surging-yields-goldman-answers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161169607","content_text":"For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yield have climbed by 50 bps in a month to 1.5% (technically as high as 1.61% for a few brief seconds on Thursday after the catastrophic 7Y auction triggered stop loss selling) as real rates jumped following a steady increase in inflation expectations (breakevens), which however are largely set by 10Y TIPS whose price is determined largely by the Fed due to its massive ongoing monetization of TIPS (thus crushing any actual signaling power TIPS may have). Whatever the cause, while rising breakeven inflation has driven most of the rise in yields during the past six months, the last two weeks have been characterized by a 40 bp jump in real yields.\nIt's this sudden spike in real yields as opposed to breakevens, that has sparked much of the fear in markets in the past week, because as Goldman's David Kostin explains in his Sunday Start note, \"conceptually, and historically, equities digest rising inflation expectations more easily than rising real yields\" and not just rising real yields, but a rapid spike the likes of which were last observed during the taper tantrum as we discussed two weeks ago in \"Yields Soar, Sending 30Y Real Rates Positive Amid Overheating Panic: What Happens Next\"). In any case, as a result of the violent moves in the rates complex, it is hardly a surprise that Kostin writes \"the recent backup in rates has sparked a new wave of client concern.\"\n\nFirst, investors ask whether the level of rates is becoming a threat to equity valuations.\n\nPredictably,Goldman's answer is an emphatic \"no\"with Kostin claiming (with a straight face) that \"although the S&P 500 forward P/E multiple of 22x currently ranks in the 99th historical percentile since 1976, ranking only behind the peak of the Tech Bubble in 2000, our dividend discount model (DDM) implies an equity risk premium (ERP) that ranks in the 28th percentile, 70 bp above the historical average.\" In other words, massively, record stretched PE multiples won't collapse if rates rise. Yeah, right. May want to Timestamp that David. We'll check back in a few weeks. So whatwouldcause a market crash according to Goldman's head market cheerleader? Well, according to Kostin, \"keeping the current P/E constant, the 10-year yield would have to reach 2.1% to bring the yield gap to the historical median of 250 bp.If instead the yield gap remains unchanged, and rates rise to 2.0%, then the P/E multiple would fall by 10% to 20x.\"But don't worry, Kostin adds, because \"in today’s economic environment, our macro model suggests the ERP should be narrower than average.\" Translation: yes, a 10% drop is coming but our models say it may not come, so just keep buying.\n\n\nSecond, Goldman's bullish US equity view has already embedded expectations of rising interest rates.\n\nAddressing the second most regular pushback against its bizarre optimism, Goldman says that an environment of accelerating economic growth (and recall that recently Goldman found that theUS Economy is Growing At the Fastest Pace On Record), and higher bond yields is consistent with the bank's forecast thatS&P 500 EPS in 2021 will grow by 27% and be 10% higher than pre-pandemic 2019, driving a 14% rise this year to our year-end price target of 4300 despite a flat P/E multiple.In other words, multiples may indeed contract but the rise in earnings - a result of economic growth - will offset much if not all of the move. Furthermore, the forward market implies that 10-year nominal yields will climb 25 bp further to 1.7% - below Goldman's 2.1% redline - and real yields will climb by a similar amount to from -0.7% to -0.4% by year-end.\n\nThird, even Kostin is forced to concede that the recent change in yields has reached a magnitude that is usually a headwind for stocks.\n\nAs the Goldman strategist concedes, equities have generated an average return of nearly +1% per month,but the return has averaged -1% during months when nominal rates rose by more than two standard deviations and -5% when real yields rose by that amount.Today, a two standard deviation monthly rise in 10-year rates equates to 40 bp for nominal yields and 30 bp for real yields, both thresholds exceeded this week.\nOf course, it's not just absolute levels across risk that are impacted by rates: Kostin also notes that \"shifting interest rates have major implications forrotations within the equity market,a dynamic made clear in recent weeks.\" In mid-2020, Kostin's equity valuation model showed that equity duration –the expectations of earnings growth far in the future –had become a more important contributor to multiples than ever before. One key reason for the importance that investors ascribed to expected future growth was the extremely low level of interest rates. As rates have risen, the contribution of equity duration to stock valuations has declined while near-term growth profiles have become more important. Practically,this means that both the improving growth outlook and rising rates have supported the outperformance of cyclicals and value stocks relative to stocks with the highest long-term growth.Hardly surprising, in recent weeks Goldman's S&P 500 Growth factor has declined by 9%, similar to the 12% decline around the announcement of Pfizer-BioNTech vaccine efficacy in November\nWhich brings us to the one sector most at risk from the continued risk in yields.\nAs Kostin writes, \"this rotation has also weighed on one of the most spectacular outperformers of the last 12 months: Stocks with negative earnings but strong expected growth.\"One of the most remarkable moves of the past year is thata basket of non-profitable tech stocks soared by 204% last year and 27% in the first six weeks of 2021... before falling by 15% in last two weeks.The decline of these high-growth firms has been particularly painful given the current record degree of leverage carried by hedge funds and the elevated activity of retail traders, both of whom have recently favored some of these long-duration stocks.\nTo be sure, while earnings for S&P 500 firms declined by 13% in 2020, the fall in aggregate profits does not capture the wide dispersion in operating results that occurred inside the market. While 2020 EPS growth was negative for the overall index and the median stock,the actual level of profits was positive... But not for every company.In fact,1082 firms or 37% of the constituents in the Russell 3000 posted negative net income in 2020 (i.e., a loss or negative EPS), and 21% posted negative EBITDA.\nGetting even more granular (and apologizing to George Orwell), Kostin then notes that all companies with losses are equal, but some are more equal than others. Some firms reported negative earnings in 2020 because the pandemic and economic shutdown disrupted their business and crushed their revenues.But in other instances, the Goldman strategist points out that \"companies grew sales so rapidly that top-line was the focus of investors and bottom-line losses were ignored.\"Indeed, consider that across all non-Financial US stocks with at least $50 million in revenues, \"those with negative earnings and declining revenues in 2020 returned a median of -18% last year. In contrast, stocks with negative earnings and growing revenues returned +51%.\"\nRecently, however, improving economic growth prospects from vaccination rollout and pending fiscal stimulus coupled with rising rates have moved firms that struggled most in 2020 into pole position so far in 2021.The cyclical and virus-affected firms withnegative earnings and falling sales in 2020 have generated a median YTD return of +22%, outperforming the +10% return of the median stock that posted a loss but grew sales last year.Unsurprisingly, these cyclical stocks have been positively correlated with both nominal and real interest rates. In contrast,the ultra long-duration stocks have been negatively correlated with interest rates given they generate no earnings today and their valuations depend entirely on future growth prospects.Cyclicals also carry far lower valuations, with a median EV/2022 sales ratio of 2x vs. 6x for the median negative earner with positive sales growth.\nPutting it all together, Kostin concludes that \"looking forward, investors must balance the appeal of promising businesses with the risk that rates rise further and the recent rotation continues.\"The list of non-profitable companies that makes up GOldman's Non-Profitable Tech basket is shown below:\nAnd although secular growth stocks may remain the most appealing investments on a long-term horizon, Goldman believes thatthose stocks will underperform more cyclical firms in the short-term if economic acceleration and inflation continue to lift interest rates.\nWhich brings us to the other side of the table: thechart below shows the Russell 1000 firms from each sector with the shortest implied equity durations that have outperformed sector peers during the past two weeks as rates rose and are expected to grow revenues in 2021. The median stock trades at a P/E ratio of 19x and has returned 7% YTD compared with 22x and 2% for the Russell 1000 median.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362976412,"gmtCreate":1614592126636,"gmtModify":1703478568198,"author":{"id":"3571307805947419","authorId":"3571307805947419","name":"fai84","avatar":"https://static.tigerbbs.com/cac0afbe15f0ff739ed0609962a7a7a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571307805947419","authorIdStr":"3571307805947419"},"themes":[],"htmlText":"Short? ","listText":"Short? 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