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PMeng
2021-12-06
Great ariticle, would you like to share it?
@Buy_Sell:🚀【12月6日】看本周关键事件,聊今日交易计划
PMeng
2021-12-01
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抱歉,原内容已删除
PMeng
2021-11-13
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What to know before making your holiday tech-stock wishlist
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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606097025","repostId":"608588155","repostType":1,"repost":{"id":608588155,"gmtCreate":1638758905474,"gmtModify":1744961916102,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【12月6日】看本周关键事件,聊今日交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开8%再创新低,此前宣布组织调整和人事变动;<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超5%; 造车新势力大幅低开,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌15%,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超10%; <a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 开跌7.11%,恒大汽车跌11.3%; <a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开8%再创新低,此前宣布组织调整和人事变动;<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 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07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"<p>Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p>\n<p>The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.</p>\n<p></p>\n<p>Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.</p>\n<p>Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.</p>\n<p>Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.</p>\n<p></p>\n<p>Communications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.</p>\n<p>“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.</p>\n<p>Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.</p>\n<p>Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.</p>\n<p>“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”</p>\n<p>Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.</p>\n<p>“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.</p>\n<p></p>\n<p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to know before making your holiday tech-stock wishlist</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 to know before making your holiday tech-stock wishlist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 07:51 GMT+8 <a href=https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?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":{},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":609579491,"gmtCreate":1638314367587,"gmtModify":1638314367587,"author":{"id":"3572121077252830","authorId":"3572121077252830","name":"PMeng","avatar":"https://static.tigerbbs.com/20cf4772c14722ddc96f686a73fb7fb0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572121077252830","authorIdStr":"3572121077252830"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609579491","repostId":"2188758534","repostType":2,"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879777501,"gmtCreate":1636783292199,"gmtModify":1636783292199,"author":{"id":"3572121077252830","authorId":"3572121077252830","name":"PMeng","avatar":"https://static.tigerbbs.com/20cf4772c14722ddc96f686a73fb7fb0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572121077252830","authorIdStr":"3572121077252830"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879777501","repostId":"1160569356","repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"<p>Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p>\n<p>The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.</p>\n<p></p>\n<p>Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.</p>\n<p>Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.</p>\n<p>Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.</p>\n<p></p>\n<p>Communications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.</p>\n<p>“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.</p>\n<p>Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.</p>\n<p>Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.</p>\n<p>“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”</p>\n<p>Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.</p>\n<p>“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.</p>\n<p></p>\n<p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to know before making your holiday tech-stock wishlist</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 to know before making your holiday tech-stock wishlist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 07:51 GMT+8 <a href=https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?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":{},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606097025,"gmtCreate":1638799552483,"gmtModify":1638800040594,"author":{"id":"3572121077252830","authorId":"3572121077252830","name":"PMeng","avatar":"https://static.tigerbbs.com/20cf4772c14722ddc96f686a73fb7fb0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572121077252830","authorIdStr":"3572121077252830"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606097025","repostId":"608588155","repostType":1,"repost":{"id":608588155,"gmtCreate":1638758905474,"gmtModify":1744961916102,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【12月6日】看本周关键事件,聊今日交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开8%再创新低,此前宣布组织调整和人事变动;<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超5%; 造车新势力大幅低开,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌15%,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超10%; <a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 开跌7.11%,恒大汽车跌11.3%; <a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开8%再创新低,此前宣布组织调整和人事变动;<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超5%; 造车新势力大幅低开,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌15%,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超10%; <a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 开跌7.11%,恒大汽车跌11.3%; <a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,$阿里巴巴-SW(09988)$ 低开8%再创新低,此前宣布组织调整和人事变动;$网易-S(09999)$ 、$百度集团-SW(09888)$ 跌超5%; 造车新势力大幅低开,$理想汽车-W(02015)$ 跌15%,$小鹏汽车-W(09868)$ 跌超10%; $中国恒大(03333)$ 开跌7.11%,恒大汽车跌11.3%; $腾盛博药-B(02137)$ 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","images":[{"img":"https://static.tigerbbs.com/00e41c81f36745ad372df91acac2af28","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608588155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}