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Victoriapsy

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2021-10-29

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Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.

2021-10-27

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Ant Group-backed Paytm raises IPO size to $2.44 billion

2021-10-27

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抱歉，原内容已删除

2021-10-14

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2021-10-09

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Morgan Stanley Doubles Down On Doom: Calls For "Fire And Ice" Correction

2021-10-05

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2021-09-27

Quite insightful

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2021-09-24

Hi

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2021-09-24

Looking good

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2021-09-21

[难过]

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2021-09-17

Why

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2021-09-11

[财迷]

@小虎访谈:【虎友访谈】JohnnyB：精品游戏行业的未来值得期待！

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Netflix added 4.4 million net new subscribers, boosting its total to 213.6 million, well above its own forecast. It expects to add another 8.5 million net new subscribers in the December quarter, in line with its fourth-quarter performance over the past three years.</p>\n<p>Netflix said it will no longer need to borrow to finance new content and expects to be free-cash-flow positive in 2022 and beyond. It has begun buying back stock—$100 million in the latest quarter—while making acquisitions in its core business and in its emerging interest, mobile gaming.</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>Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.<img src=\"https://static.tigerbbs.com/317756bb861ef55afbcda9ab6c9b1d7c\" tg-width=\"777\" tg-height=\"561\" referrerpolicy=\"no-referrer\">The company’s better-than-expected third-quarter report turned the tables. Netflix added 4.4 million net new subscribers, boosting its total to 213.6 million, well above its own forecast. It expects to add another 8.5 million net new subscribers in the December quarter, in line with its fourth-quarter performance over the past three years.</p>\n<p>Netflix said it will no longer need to borrow to finance new content and expects to be free-cash-flow positive in 2022 and beyond. It has begun buying back stock—$100 million in the latest quarter—while making acquisitions in its core business and in its emerging interest, mobile gaming.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106351186","content_text":"Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.The company’s better-than-expected third-quarter report turned the tables. Netflix added 4.4 million net new subscribers, boosting its total to 213.6 million, well above its own forecast. It expects to add another 8.5 million net new subscribers in the December quarter, in line with its fourth-quarter performance over the past three years.\nNetflix said it will no longer need to borrow to finance new content and expects to be free-cash-flow positive in 2022 and beyond. It has begun buying back stock—$100 million in the latest quarter—while making acquisitions in its core business and in its emerging interest, mobile gaming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855161545,"gmtCreate":1635343920591,"gmtModify":1635344708855,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855161545","repostId":"1145651584","repostType":4,"repost":{"id":"1145651584","kind":"news","pubTimestamp":1635342974,"share":"https://www.laohu8.com/m/news/1145651584?lang=&edition=full","pubTime":"2021-10-27 21:56","market":"hk","language":"en","title":"Ant Group-backed Paytm raises IPO size to $2.44 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1145651584","media":"Reuters","summary":"Indian digital payments leader Paytm has boosted the size of its initial public offering to 183 bill","content":"<p>Indian digital payments leader Paytm has boosted the size of its initial public offering to 183 billion rupees ($2.44 billion) from 166 billion rupees, as existing shareholders look to sell more stake ahead of the country's largest stock market listing.</p>\n<p>Paytm was likely to target a price band of 2,080-2,150 rupees per share for the IPO for a likely valuation of around $20 billion, a source directly aware of the matter told Reuters.</p>\n<p>The company increased the size of its IPO as it received increased investor demand, said the source, who did not wanted to be named as the information was not public.</p>\n<p>Paytm did not immediately respond to a Reuters request for comment.</p>\n<p>Several companies including Paytm have jumped into India's capital markets as investors ride a wave of liquidity that has taken domestic markets to record highs. Food delivery firm Zomato, which also counts China's Ant Group as a shareholder, is up 77% since its listing in July.</p>\n<p>Paytm's offering will open on Nov. 8 and will see top investor Ant Financial sell shares worth 47.04 billion rupees, or nearly half the offer for sale component. Ant currently holds 183.3 million shares, or a 27.9% stake, in Paytm.</p>\n<p>While Paytm did not increase the size of its fresh issue component, which still stands at 83 billion rupees, it expanded the offer for sale part to 100 billion rupees from 83 billion rupees earlier.</p>\n<p>The IPO is likely to be the biggest in India's corporate history, breaking a record held by Coal India, which raised 150 billion rupees more than a decade ago.</p>\n<p>($1 = 74.9493 Indian rupees)</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>Ant Group-backed Paytm raises IPO size to $2.44 billion</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\">\nAnt Group-backed Paytm raises IPO size to $2.44 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 21:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ant-group-backed-paytm-raises-123109769.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Indian digital payments leader Paytm has boosted the size of its initial public offering to 183 billion rupees ($2.44 billion) from 166 billion rupees, as existing shareholders look to sell more stake...</p>\n\n<a href=\"https://finance.yahoo.com/news/ant-group-backed-paytm-raises-123109769.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://finance.yahoo.com/news/ant-group-backed-paytm-raises-123109769.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145651584","content_text":"Indian digital payments leader Paytm has boosted the size of its initial public offering to 183 billion rupees ($2.44 billion) from 166 billion rupees, as existing shareholders look to sell more stake ahead of the country's largest stock market listing.\nPaytm was likely to target a price band of 2,080-2,150 rupees per share for the IPO for a likely valuation of around $20 billion, a source directly aware of the matter told Reuters.\nThe company increased the size of its IPO as it received increased investor demand, said the source, who did not wanted to be named as the information was not public.\nPaytm did not immediately respond to a Reuters request for comment.\nSeveral companies including Paytm have jumped into India's capital markets as investors ride a wave of liquidity that has taken domestic markets to record highs. Food delivery firm Zomato, which also counts China's Ant Group as a shareholder, is up 77% since its listing in July.\nPaytm's offering will open on Nov. 8 and will see top investor Ant Financial sell shares worth 47.04 billion rupees, or nearly half the offer for sale component. Ant currently holds 183.3 million shares, or a 27.9% stake, in Paytm.\nWhile Paytm did not increase the size of its fresh issue component, which still stands at 83 billion rupees, it expanded the offer for sale part to 100 billion rupees from 83 billion rupees earlier.\nThe IPO is likely to be the biggest in India's corporate history, breaking a record held by Coal India, which raised 150 billion rupees more than a decade ago.\n($1 = 74.9493 Indian rupees)","news_type":1},"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855169894,"gmtCreate":1635343850320,"gmtModify":1635344703124,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855169894","repostId":"1117364055","repostType":4,"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822514052,"gmtCreate":1634141552712,"gmtModify":1634141552818,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822514052","repostId":"2175157695","repostType":4,"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821146580,"gmtCreate":1633709381874,"gmtModify":1633709382000,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821146580","repostId":"1195699682","repostType":4,"repost":{"id":"1195699682","kind":"news","pubTimestamp":1633706084,"share":"https://www.laohu8.com/m/news/1195699682?lang=&edition=full","pubTime":"2021-10-08 23:14","market":"us","language":"en","title":"Morgan Stanley Doubles Down On Doom: Calls For \"Fire And Ice\" Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=1195699682","media":"zerohedge","summary":"Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande","content":"<p>Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the opportunityto pour some fuel on the fire, or rather \"ice\", and warned that odds of a \"destructive\" 20% correction are rising.</p>\n<p>As a reminder, for much of the summer, Wilson had been predicting that the current market meltup would end either in \"fire\", i.e. a sharp market correction...</p>\n<p><img src=\"https://static.tigerbbs.com/e7ed4becb4b4add1c291379068668ca7\" tg-width=\"1123\" tg-height=\"660\" referrerpolicy=\"no-referrer\"></p>\n<p>or or \"Ice\", with consumer spending grinding to a halt...</p>\n<p><img src=\"https://static.tigerbbs.com/83d20b93fac562ec12c5371ce0cec674\" tg-width=\"1130\" tg-height=\"661\" referrerpolicy=\"no-referrer\"></p>\n<p>Pointing to his two gloomy predictions during the \"Evergrande Monday\" plunge, Wilson wrote that \"the ice scenario would be worse for markets<b>and we are leaning in that direction</b>given the fall in consumer confidence and reset lower in PMIs we expect.\" This is what he said, in the context of his longer running thesis that the \"mid-cycle\" is about to have a painful correction as we gradually transition into late cycle:</p>\n<blockquote>\n The typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&amp;P 500. However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction. As a result, \n <b>we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.</b>\n</blockquote>\n<p>And just so it was clear that Wilson stubbornly refused to join the bullish bandwagon, he said that \"with our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&amp;P 500.\"</p>\n<p>Fast forward to today when with stocks once again barreling higher, Wilson doubled down on his bearish view and in the latest Morgan Stanley strategy data pack, writes that \"<b>we are now calling for Fire AND Ice.\"</b>Here, he again recaps the two possible mid-cycle correction outcomes he had been envisioning:</p>\n<ul>\n <li><b>Fire:</b>tightening financial conditions as the Fed signals tapering is coming</li>\n <li><b>Ice:</b>growth disappointment particularly on the earnings side</li>\n</ul>\n<p>And so, in a reversal from what he said last month, Wilson now thinks<b>\"it’s increasingly likely these scenarios happen together and we get a &gt;10% correction.</b>The Fed will likely announce its taper plans at its next FOMC meeting just as we expect a disappointment in earnings to materialize.\"</p>\n<p>And since much digital ink has been spilled discussing the impact of the coming taper, we will focus on his second warning, namely the coming trouble for corporate earnings, which echoes what we said more than a month ago...</p>\n<p><img src=\"https://static.tigerbbs.com/35ca94354b7552e106b3d35a4245e356\" tg-width=\"507\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p>\n<p>... and which Wilson distills simply as \"Earnings Trouble Ahead.\"</p>\n<p>Here, the strategist points to the large number of companies flagging serious supply chain issues in off-cycle earnings reports over the past month and notes that \"<b>both forward earnings estimates and price de-rated after many of these reports.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/be884d8276f2170f18ee79f621c647a1\" tg-width=\"1085\" tg-height=\"729\" referrerpolicy=\"no-referrer\"></p>\n<p>Jumping to the punchline, Wilson thinks this will be a pervasive dynamic during 3Q reporting season and it will \"<b>trigger downside in earnings revisions at the index level - a headwind for price.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/8c39e1bbced9475fd293f9d4ed624a7e\" tg-width=\"1104\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>\n<p>Finally, looking beyond 3Q, he sees the earnings risk coming more from<b>(1) the inability of companies to pass on pricing (2) margin risk related more to higher wages and (3) a reversion (lower) in goods consumption.</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nMorgan Stanley Doubles Down On Doom: Calls For \"Fire And Ice\" Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-doubles-down-doom-calls-fire-and-ice-correction?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>Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-doubles-down-doom-calls-fire-and-ice-correction?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-doubles-down-doom-calls-fire-and-ice-correction?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":"1195699682","content_text":"Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the opportunityto pour some fuel on the fire, or rather \"ice\", and warned that odds of a \"destructive\" 20% correction are rising.\nAs a reminder, for much of the summer, Wilson had been predicting that the current market meltup would end either in \"fire\", i.e. a sharp market correction...\n\nor or \"Ice\", with consumer spending grinding to a halt...\n\nPointing to his two gloomy predictions during the \"Evergrande Monday\" plunge, Wilson wrote that \"the ice scenario would be worse for marketsand we are leaning in that directiongiven the fall in consumer confidence and reset lower in PMIs we expect.\" This is what he said, in the context of his longer running thesis that the \"mid-cycle\" is about to have a painful correction as we gradually transition into late cycle:\n\n The typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&P 500. However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction. As a result, \n we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.\n\nAnd just so it was clear that Wilson stubbornly refused to join the bullish bandwagon, he said that \"with our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&P 500.\"\nFast forward to today when with stocks once again barreling higher, Wilson doubled down on his bearish view and in the latest Morgan Stanley strategy data pack, writes that \"we are now calling for Fire AND Ice.\"Here, he again recaps the two possible mid-cycle correction outcomes he had been envisioning:\n\nFire:tightening financial conditions as the Fed signals tapering is coming\nIce:growth disappointment particularly on the earnings side\n\nAnd so, in a reversal from what he said last month, Wilson now thinks\"it’s increasingly likely these scenarios happen together and we get a >10% correction.The Fed will likely announce its taper plans at its next FOMC meeting just as we expect a disappointment in earnings to materialize.\"\nAnd since much digital ink has been spilled discussing the impact of the coming taper, we will focus on his second warning, namely the coming trouble for corporate earnings, which echoes what we said more than a month ago...\n\n... and which Wilson distills simply as \"Earnings Trouble Ahead.\"\nHere, the strategist points to the large number of companies flagging serious supply chain issues in off-cycle earnings reports over the past month and notes that \"both forward earnings estimates and price de-rated after many of these reports.\"\n\nJumping to the punchline, Wilson thinks this will be a pervasive dynamic during 3Q reporting season and it will \"trigger downside in earnings revisions at the index level - a headwind for price.\"\n\nFinally, looking beyond 3Q, he sees the earnings risk coming more from(1) the inability of companies to pass on pricing (2) margin risk related more to higher wages and (3) a reversion (lower) in goods consumption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829939998,"gmtCreate":1633448677940,"gmtModify":1633448678057,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829939998","repostId":"2173151439","repostType":4,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866829889,"gmtCreate":1632754445041,"gmtModify":1632798063100,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Quite insightful","listText":"Quite insightful","text":"Quite insightful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866829889","repostId":"2170238006","repostType":4,"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861683786,"gmtCreate":1632491854045,"gmtModify":1632717480396,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861683786","repostId":"2169690557","repostType":4,"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861683023,"gmtCreate":1632491793462,"gmtModify":1632717498400,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Looking 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<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</a> 典型的80后，互联网产品技术出身，在大厂工作多年后，出来创业，做过两个创业公司。 T：聊聊您的投资背景吧，什么时候接触到投资的？ 接触美股还是蛮早的，也是因为所在公司的期权激励，在2010年就有了美股账户。 卖出期权后就开始自己做一些美股投资。 T：您还记得最开始买的什么股票吗？ 早期美股投资完全没有用心，在创业启动前为了减少分心，所账户里所有的钱买入了搜房网，为什么选搜房网，因为看好中国房产市场啊，自己也是受益者，自住，学区，出租都通过房产解决了，没有什么后顾之忧，就有更大的决心去创业。 创业期间真的是一眼都没看股票，应该到了2017左右吧，还是老虎的投资人给我介绍了老虎（我公司和老虎是同一投资人）。然后我再查了下美股账户，搜房跌了有60%左右，中国房地产市场这几年的蓬勃发展，搜房完全没踩上这波红利，这企业也太烂了，直接割肉走人了，然后把剩下的钱全转到了老虎。 后来真正认真学习投资应该是在去年疫情期间，在家办公时间也多些，阅读了大量的投资书籍、研究各种投资工具。 T：您收益最好的美股是？是否还记得买入原因呢？ 收益最大的股票还是特斯拉和哔哩哔哩。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 买特斯拉股票还是因为2019年初model 3刚进中国我就入手了，朋友都笑话我买宝马5系的钱买个电动车。我本身是个数","listText":"“限制未成年游戏时间对纯粹赚快钱的游戏公司影响较大，但对于愿意做精品游戏的企业来说，长远看没有太大影响”。JohnnyB对于头部游戏公司给予了肯定。而与此同时，他在管理孩子的游戏时间方面，也有一套特别的策略！一起来了解下→→→ <a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</a> 典型的80后，互联网产品技术出身，在大厂工作多年后，出来创业，做过两个创业公司。 T：聊聊您的投资背景吧，什么时候接触到投资的？ 接触美股还是蛮早的，也是因为所在公司的期权激励，在2010年就有了美股账户。 卖出期权后就开始自己做一些美股投资。 T：您还记得最开始买的什么股票吗？ 早期美股投资完全没有用心，在创业启动前为了减少分心，所账户里所有的钱买入了搜房网，为什么选搜房网，因为看好中国房产市场啊，自己也是受益者，自住，学区，出租都通过房产解决了，没有什么后顾之忧，就有更大的决心去创业。 创业期间真的是一眼都没看股票，应该到了2017左右吧，还是老虎的投资人给我介绍了老虎（我公司和老虎是同一投资人）。然后我再查了下美股账户，搜房跌了有60%左右，中国房地产市场这几年的蓬勃发展，搜房完全没踩上这波红利，这企业也太烂了，直接割肉走人了，然后把剩下的钱全转到了老虎。 后来真正认真学习投资应该是在去年疫情期间，在家办公时间也多些，阅读了大量的投资书籍、研究各种投资工具。 T：您收益最好的美股是？是否还记得买入原因呢？ 收益最大的股票还是特斯拉和哔哩哔哩。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 买特斯拉股票还是因为2019年初model 3刚进中国我就入手了，朋友都笑话我买宝马5系的钱买个电动车。我本身是个数","text":"“限制未成年游戏时间对纯粹赚快钱的游戏公司影响较大，但对于愿意做精品游戏的企业来说，长远看没有太大影响”。JohnnyB对于头部游戏公司给予了肯定。而与此同时，他在管理孩子的游戏时间方面，也有一套特别的策略！一起来了解下→→→ @JohnnyB 典型的80后，互联网产品技术出身，在大厂工作多年后，出来创业，做过两个创业公司。 T：聊聊您的投资背景吧，什么时候接触到投资的？ 接触美股还是蛮早的，也是因为所在公司的期权激励，在2010年就有了美股账户。 卖出期权后就开始自己做一些美股投资。 T：您还记得最开始买的什么股票吗？ 早期美股投资完全没有用心，在创业启动前为了减少分心，所账户里所有的钱买入了搜房网，为什么选搜房网，因为看好中国房产市场啊，自己也是受益者，自住，学区，出租都通过房产解决了，没有什么后顾之忧，就有更大的决心去创业。 创业期间真的是一眼都没看股票，应该到了2017左右吧，还是老虎的投资人给我介绍了老虎（我公司和老虎是同一投资人）。然后我再查了下美股账户，搜房跌了有60%左右，中国房地产市场这几年的蓬勃发展，搜房完全没踩上这波红利，这企业也太烂了，直接割肉走人了，然后把剩下的钱全转到了老虎。 后来真正认真学习投资应该是在去年疫情期间，在家办公时间也多些，阅读了大量的投资书籍、研究各种投资工具。 T：您收益最好的美股是？是否还记得买入原因呢？ 收益最大的股票还是特斯拉和哔哩哔哩。 $特斯拉(TSLA)$ 买特斯拉股票还是因为2019年初model 3刚进中国我就入手了，朋友都笑话我买宝马5系的钱买个电动车。我本身是个数","images":[{"img":"https://static.tigerbbs.com/a68d962e5ca3e50e21d988759e91998a","width":"372","height":"323"},{"img":"https://static.tigerbbs.com/1e4d64b0e48e5f51f70188b8119447de","width":"417","height":"346"},{"img":"https://static.tigerbbs.com/43b86c28268004d4a9caa1554f64545b","width":"1080","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889082578","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":821146580,"gmtCreate":1633709381874,"gmtModify":1633709382000,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821146580","repostId":"1195699682","repostType":4,"repost":{"id":"1195699682","kind":"news","pubTimestamp":1633706084,"share":"https://www.laohu8.com/m/news/1195699682?lang=&edition=full","pubTime":"2021-10-08 23:14","market":"us","language":"en","title":"Morgan Stanley Doubles Down On Doom: Calls For \"Fire And Ice\" Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=1195699682","media":"zerohedge","summary":"Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande","content":"<p>Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the opportunityto pour some fuel on the fire, or rather \"ice\", and warned that odds of a \"destructive\" 20% correction are rising.</p>\n<p>As a reminder, for much of the summer, Wilson had been predicting that the current market meltup would end either in \"fire\", i.e. a sharp market correction...</p>\n<p><img src=\"https://static.tigerbbs.com/e7ed4becb4b4add1c291379068668ca7\" tg-width=\"1123\" tg-height=\"660\" referrerpolicy=\"no-referrer\"></p>\n<p>or or \"Ice\", with consumer spending grinding to a halt...</p>\n<p><img src=\"https://static.tigerbbs.com/83d20b93fac562ec12c5371ce0cec674\" tg-width=\"1130\" tg-height=\"661\" referrerpolicy=\"no-referrer\"></p>\n<p>Pointing to his two gloomy predictions during the \"Evergrande Monday\" plunge, Wilson wrote that \"the ice scenario would be worse for markets<b>and we are leaning in that direction</b>given the fall in consumer confidence and reset lower in PMIs we expect.\" This is what he said, in the context of his longer running thesis that the \"mid-cycle\" is about to have a painful correction as we gradually transition into late cycle:</p>\n<blockquote>\n The typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&amp;P 500. However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction. As a result, \n <b>we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.</b>\n</blockquote>\n<p>And just so it was clear that Wilson stubbornly refused to join the bullish bandwagon, he said that \"with our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&amp;P 500.\"</p>\n<p>Fast forward to today when with stocks once again barreling higher, Wilson doubled down on his bearish view and in the latest Morgan Stanley strategy data pack, writes that \"<b>we are now calling for Fire AND Ice.\"</b>Here, he again recaps the two possible mid-cycle correction outcomes he had been envisioning:</p>\n<ul>\n <li><b>Fire:</b>tightening financial conditions as the Fed signals tapering is coming</li>\n <li><b>Ice:</b>growth disappointment particularly on the earnings side</li>\n</ul>\n<p>And so, in a reversal from what he said last month, Wilson now thinks<b>\"it’s increasingly likely these scenarios happen together and we get a &gt;10% correction.</b>The Fed will likely announce its taper plans at its next FOMC meeting just as we expect a disappointment in earnings to materialize.\"</p>\n<p>And since much digital ink has been spilled discussing the impact of the coming taper, we will focus on his second warning, namely the coming trouble for corporate earnings, which echoes what we said more than a month ago...</p>\n<p><img src=\"https://static.tigerbbs.com/35ca94354b7552e106b3d35a4245e356\" tg-width=\"507\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p>\n<p>... and which Wilson distills simply as \"Earnings Trouble Ahead.\"</p>\n<p>Here, the strategist points to the large number of companies flagging serious supply chain issues in off-cycle earnings reports over the past month and notes that \"<b>both forward earnings estimates and price de-rated after many of these reports.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/be884d8276f2170f18ee79f621c647a1\" tg-width=\"1085\" tg-height=\"729\" referrerpolicy=\"no-referrer\"></p>\n<p>Jumping to the punchline, Wilson thinks this will be a pervasive dynamic during 3Q reporting season and it will \"<b>trigger downside in earnings revisions at the index level - a headwind for price.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/8c39e1bbced9475fd293f9d4ed624a7e\" tg-width=\"1104\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>\n<p>Finally, looking beyond 3Q, he sees the earnings risk coming more from<b>(1) the inability of companies to pass on pricing (2) margin risk related more to higher wages and (3) a reversion (lower) in goods consumption.</b></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>Morgan Stanley Doubles Down On Doom: Calls For \"Fire And Ice\" Correction</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; 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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\">\nMorgan Stanley Doubles Down On Doom: Calls For \"Fire And Ice\" Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-doubles-down-doom-calls-fire-and-ice-correction?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>Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-doubles-down-doom-calls-fire-and-ice-correction?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-doubles-down-doom-calls-fire-and-ice-correction?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":"1195699682","content_text":"Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the opportunityto pour some fuel on the fire, or rather \"ice\", and warned that odds of a \"destructive\" 20% correction are rising.\nAs a reminder, for much of the summer, Wilson had been predicting that the current market meltup would end either in \"fire\", i.e. a sharp market correction...\n\nor or \"Ice\", with consumer spending grinding to a halt...\n\nPointing to his two gloomy predictions during the \"Evergrande Monday\" plunge, Wilson wrote that \"the ice scenario would be worse for marketsand we are leaning in that directiongiven the fall in consumer confidence and reset lower in PMIs we expect.\" This is what he said, in the context of his longer running thesis that the \"mid-cycle\" is about to have a painful correction as we gradually transition into late cycle:\n\n The typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&P 500. However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction. As a result, \n we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.\n\nAnd just so it was clear that Wilson stubbornly refused to join the bullish bandwagon, he said that \"with our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&P 500.\"\nFast forward to today when with stocks once again barreling higher, Wilson doubled down on his bearish view and in the latest Morgan Stanley strategy data pack, writes that \"we are now calling for Fire AND Ice.\"Here, he again recaps the two possible mid-cycle correction outcomes he had been envisioning:\n\nFire:tightening financial conditions as the Fed signals tapering is coming\nIce:growth disappointment particularly on the earnings side\n\nAnd so, in a reversal from what he said last month, Wilson now thinks\"it’s increasingly likely these scenarios happen together and we get a >10% correction.The Fed will likely announce its taper plans at its next FOMC meeting just as we expect a disappointment in earnings to materialize.\"\nAnd since much digital ink has been spilled discussing the impact of the coming taper, we will focus on his second warning, namely the coming trouble for corporate earnings, which echoes what we said more than a month ago...\n\n... and which Wilson distills simply as \"Earnings Trouble Ahead.\"\nHere, the strategist points to the large number of companies flagging serious supply chain issues in off-cycle earnings reports over the past month and notes that \"both forward earnings estimates and price de-rated after many of these reports.\"\n\nJumping to the punchline, Wilson thinks this will be a pervasive dynamic during 3Q reporting season and it will \"trigger downside in earnings revisions at the index level - a headwind for price.\"\n\nFinally, looking beyond 3Q, he sees the earnings risk coming more from(1) the inability of companies to pass on pricing (2) margin risk related more to higher wages and (3) a reversion (lower) in goods consumption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829939998,"gmtCreate":1633448677940,"gmtModify":1633448678057,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829939998","repostId":"2173151439","repostType":4,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884623487,"gmtCreate":1631888106549,"gmtModify":1631889783621,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884623487","repostId":"1171574345","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":857805194,"gmtCreate":1635516311972,"gmtModify":1635516311972,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857805194","repostId":"1106351186","repostType":4,"repost":{"id":"1106351186","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635515669,"share":"https://www.laohu8.com/m/news/1106351186?lang=&edition=full","pubTime":"2021-10-29 21:54","market":"us","language":"en","title":"Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106351186","media":"Tiger Newspress","summary":"Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars","content":"<p>Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.<img src=\"https://static.tigerbbs.com/317756bb861ef55afbcda9ab6c9b1d7c\" tg-width=\"777\" tg-height=\"561\" referrerpolicy=\"no-referrer\">The company’s better-than-expected third-quarter report turned the tables. Netflix added 4.4 million net new subscribers, boosting its total to 213.6 million, well above its own forecast. It expects to add another 8.5 million net new subscribers in the December quarter, in line with its fourth-quarter performance over the past three years.</p>\n<p>Netflix said it will no longer need to borrow to finance new content and expects to be free-cash-flow positive in 2022 and beyond. It has begun buying back stock—$100 million in the latest quarter—while making acquisitions in its core business and in its emerging interest, mobile gaming.</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>Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.<img src=\"https://static.tigerbbs.com/317756bb861ef55afbcda9ab6c9b1d7c\" tg-width=\"777\" tg-height=\"561\" referrerpolicy=\"no-referrer\">The company’s better-than-expected third-quarter report turned the tables. Netflix added 4.4 million net new subscribers, boosting its total to 213.6 million, well above its own forecast. It expects to add another 8.5 million net new subscribers in the December quarter, in line with its fourth-quarter performance over the past three years.</p>\n<p>Netflix said it will no longer need to borrow to finance new content and expects to be free-cash-flow positive in 2022 and beyond. It has begun buying back stock—$100 million in the latest quarter—while making acquisitions in its core business and in its emerging interest, mobile gaming.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106351186","content_text":"Netflix's market value exceeded over 300 billion dollars and reached all-time high at 679.41 dollars.The company’s better-than-expected third-quarter report turned the tables. Netflix added 4.4 million net new subscribers, boosting its total to 213.6 million, well above its own forecast. It expects to add another 8.5 million net new subscribers in the December quarter, in line with its fourth-quarter performance over the past three years.\nNetflix said it will no longer need to borrow to finance new content and expects to be free-cash-flow positive in 2022 and beyond. It has begun buying back stock—$100 million in the latest quarter—while making acquisitions in its core business and in its emerging interest, mobile gaming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822514052,"gmtCreate":1634141552712,"gmtModify":1634141552818,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822514052","repostId":"2175157695","repostType":4,"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855161545,"gmtCreate":1635343920591,"gmtModify":1635344708855,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855161545","repostId":"1145651584","repostType":4,"repost":{"id":"1145651584","kind":"news","pubTimestamp":1635342974,"share":"https://www.laohu8.com/m/news/1145651584?lang=&edition=full","pubTime":"2021-10-27 21:56","market":"hk","language":"en","title":"Ant Group-backed Paytm raises IPO size to $2.44 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1145651584","media":"Reuters","summary":"Indian digital payments leader Paytm has boosted the size of its initial public offering to 183 bill","content":"<p>Indian digital payments leader Paytm has boosted the size of its initial public offering to 183 billion rupees ($2.44 billion) from 166 billion rupees, as existing shareholders look to sell more stake ahead of the country's largest stock market listing.</p>\n<p>Paytm was likely to target a price band of 2,080-2,150 rupees per share for the IPO for a likely valuation of around $20 billion, a source directly aware of the matter told Reuters.</p>\n<p>The company increased the size of its IPO as it received increased investor demand, said the source, who did not wanted to be named as the information was not public.</p>\n<p>Paytm did not immediately respond to a Reuters request for comment.</p>\n<p>Several companies including Paytm have jumped into India's capital markets as investors ride a wave of liquidity that has taken domestic markets to record highs. Food delivery firm Zomato, which also counts China's Ant Group as a shareholder, is up 77% since its listing in July.</p>\n<p>Paytm's offering will open on Nov. 8 and will see top investor Ant Financial sell shares worth 47.04 billion rupees, or nearly half the offer for sale component. Ant currently holds 183.3 million shares, or a 27.9% stake, in Paytm.</p>\n<p>While Paytm did not increase the size of its fresh issue component, which still stands at 83 billion rupees, it expanded the offer for sale part to 100 billion rupees from 83 billion rupees earlier.</p>\n<p>The IPO is likely to be the biggest in India's corporate history, breaking a record held by Coal India, which raised 150 billion rupees more than a decade ago.</p>\n<p>($1 = 74.9493 Indian rupees)</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>Ant Group-backed Paytm raises IPO size to $2.44 billion</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\">\nAnt Group-backed Paytm raises IPO size to $2.44 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 21:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ant-group-backed-paytm-raises-123109769.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Indian digital payments leader Paytm has boosted the size of its initial public offering to 183 billion rupees ($2.44 billion) from 166 billion rupees, as existing shareholders look to sell more stake...</p>\n\n<a href=\"https://finance.yahoo.com/news/ant-group-backed-paytm-raises-123109769.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://finance.yahoo.com/news/ant-group-backed-paytm-raises-123109769.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145651584","content_text":"Indian digital payments leader Paytm has boosted the size of its initial public offering to 183 billion rupees ($2.44 billion) from 166 billion rupees, as existing shareholders look to sell more stake ahead of the country's largest stock market listing.\nPaytm was likely to target a price band of 2,080-2,150 rupees per share for the IPO for a likely valuation of around $20 billion, a source directly aware of the matter told Reuters.\nThe company increased the size of its IPO as it received increased investor demand, said the source, who did not wanted to be named as the information was not public.\nPaytm did not immediately respond to a Reuters request for comment.\nSeveral companies including Paytm have jumped into India's capital markets as investors ride a wave of liquidity that has taken domestic markets to record highs. Food delivery firm Zomato, which also counts China's Ant Group as a shareholder, is up 77% since its listing in July.\nPaytm's offering will open on Nov. 8 and will see top investor Ant Financial sell shares worth 47.04 billion rupees, or nearly half the offer for sale component. Ant currently holds 183.3 million shares, or a 27.9% stake, in Paytm.\nWhile Paytm did not increase the size of its fresh issue component, which still stands at 83 billion rupees, it expanded the offer for sale part to 100 billion rupees from 83 billion rupees earlier.\nThe IPO is likely to be the biggest in India's corporate history, breaking a record held by Coal India, which raised 150 billion rupees more than a decade ago.\n($1 = 74.9493 Indian rupees)","news_type":1},"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866829889,"gmtCreate":1632754445041,"gmtModify":1632798063100,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Quite insightful","listText":"Quite insightful","text":"Quite insightful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866829889","repostId":"2170238006","repostType":4,"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855169894,"gmtCreate":1635343850320,"gmtModify":1635344703124,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855169894","repostId":"1117364055","repostType":4,"repost":{"id":"1117364055","kind":"news","pubTimestamp":1635340161,"share":"https://www.laohu8.com/m/news/1117364055?lang=&edition=full","pubTime":"2021-10-27 21:09","market":"us","language":"en","title":"2 Leading Electric Vehicle Stocks to Buy in 2021 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1117364055","media":"Motley Fool","summary":"With the world increasingly recognizing the dire need to switch to clean energy, several economies now see electric vehicles  as a key part of their energy transition plans. And the pace of adoption of EVs is faster than you think, at least in some parts of the world. Take China, for example. EVs accounted for almost 12% of total vehicle sales in the world's top EV market in the first half of 2021.In fact, wherever you look, the biggest automakers in the world are lining up investments worth bil","content":"<p>With the world increasingly recognizing the dire need to switch to clean energy, several economies now see&nbsp;electric vehicles (EVs)&nbsp;as a key part of their energy transition plans. And the pace of adoption of EVs is faster than you think, at least in some parts of the world. Take China, for example. EVs accounted for almost 12% of total vehicle sales in the world's top EV market in the first half of 2021.</p>\n<p>In fact, wherever you look, the biggest automakers in the world are lining up investments worth billions of dollars to ensure they don't miss the race. You may not want to miss the race, either, so if you're looking to bet on electric vehicles, here are two top stocks you'd want to buy now.</p>\n<p>Giving its hot-seller pickups an electrifying lift</p>\n<p><b>Ford</b>(NYSE:F)is in a much stronger position now than it was roughly a year ago thanks to a leadership change. And one area where Ford is speeding ahead under CEO Jim Farley is electric vehicles. Evidence lies in Ford's latest monthly sales.</p>\n<p>Ford's total retail sales increased 34% sequentially in the month of September, and it entered of October with an inventory of 236,000 vehicles, up more than 21,000 from one month prior. That's a strong indicator that Ford may have found a workaround to tackle the ongoing global semiconductor chip shortage that's hit the automotive industry the hardest. While that's impressive, the biggest highlight from its sales numbers – that of EVs -- is even more notable.</p>\n<p>Ford sold a record number of 9,150 EVs in September, up 91.6% year over year. Demand for its F-150 Lightning pickups remains strong: Reservations crossed 150,000 in September, up from 100,000 as of the end of the second quarter.</p>\n<p>Of course, it remains to be seen how many of those reservations convert into orders, but Ford's success with F-150 pickups in the U.S. over the decades has been unmistakable, and the company'slaunch of Mustang Mach-E all-electric SUVs&nbsp;has been hugely impressive as well: Ford sold 18,855 Mach-Es through September, second only to&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)&nbsp;Model Y.</p>\n<p>Ford is, in fact, going full throttle on EVs, having already committed to investing more than $30 billion in EVs through 2025 and projecting 40%-50% of its global vehicle sales volumes to be fully electric by as early as 2030.</p>\n<p>Ford's stock may have been on a torrid run this year, but this could just be the beginning if Ford's F-150 Lightning can replicate even half the success the auto maker has had with its trucks so far. With Ford's third-quarter numbers also coming out anytime now, this one's an EV stock for the long-term believer.</p>\n<p>Hungry for growth in the world's largest EV market</p>\n<p><b>Nio</b>(NYSE:NIO)is trying to give Tesla a run for its money in China, and that's no mean feat for a company that's already the \"Tesla of China.\"</p>\n<p>Nio is growing at lightning speed, with deliveries hitting records month after month. In September, for example, Nio's global deliveries jumped 125.7% year over year to 10,628 cars, and the luxury car maker saw delivered double in the quarter through September. Nio currently sells three electric car models: the six- or seven-seater SUV ES8, the five-seater SUV ES6, and the five-seater electric coupe SUV EC6.</p>\n<p>Here's the thing: Nio offers much more than just cars, and that competitive advantage appears to be playing out in Nio's favor. The best example is its battery-as-a-service (BaaS) subscription plan. So instead of buying a battery-fitted Nio car, customers can save more than $10,000 on car cost by buying cars without batteries and subscribing to Nio's BaaS instead that allows customers to charge and swap battery backs at its battery swap stations.</p>\n<p>Then there's Nio's powerful branding strategy that includes Nio Houses that have facilities like cafes, co-working spaces, and libraries for Nio owners.</p>\n<p>With Nio also officially entering the European markets recently through Norway, preparing to start deliveries of itsflagship luxury sedan ET7&nbsp;from early 2022, and even planning mass-market EVs, there could be no stopping this EV stock in the coming years.</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>2 Leading Electric Vehicle Stocks to Buy in 2021 and Beyond</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\">\n2 Leading Electric Vehicle Stocks to Buy in 2021 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 21:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/27/2-leading-electric-vehicle-stocks-to-buy-in-2021-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the world increasingly recognizing the dire need to switch to clean energy, several economies now see electric vehicles (EVs) as a key part of their energy transition plans. And the pace of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/27/2-leading-electric-vehicle-stocks-to-buy-in-2021-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://www.fool.com/investing/2021/10/27/2-leading-electric-vehicle-stocks-to-buy-in-2021-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117364055","content_text":"With the world increasingly recognizing the dire need to switch to clean energy, several economies now see electric vehicles (EVs) as a key part of their energy transition plans. And the pace of adoption of EVs is faster than you think, at least in some parts of the world. Take China, for example. EVs accounted for almost 12% of total vehicle sales in the world's top EV market in the first half of 2021.\nIn fact, wherever you look, the biggest automakers in the world are lining up investments worth billions of dollars to ensure they don't miss the race. You may not want to miss the race, either, so if you're looking to bet on electric vehicles, here are two top stocks you'd want to buy now.\nGiving its hot-seller pickups an electrifying lift\nFord(NYSE:F)is in a much stronger position now than it was roughly a year ago thanks to a leadership change. And one area where Ford is speeding ahead under CEO Jim Farley is electric vehicles. Evidence lies in Ford's latest monthly sales.\nFord's total retail sales increased 34% sequentially in the month of September, and it entered of October with an inventory of 236,000 vehicles, up more than 21,000 from one month prior. That's a strong indicator that Ford may have found a workaround to tackle the ongoing global semiconductor chip shortage that's hit the automotive industry the hardest. While that's impressive, the biggest highlight from its sales numbers – that of EVs -- is even more notable.\nFord sold a record number of 9,150 EVs in September, up 91.6% year over year. Demand for its F-150 Lightning pickups remains strong: Reservations crossed 150,000 in September, up from 100,000 as of the end of the second quarter.\nOf course, it remains to be seen how many of those reservations convert into orders, but Ford's success with F-150 pickups in the U.S. over the decades has been unmistakable, and the company'slaunch of Mustang Mach-E all-electric SUVs has been hugely impressive as well: Ford sold 18,855 Mach-Es through September, second only to Tesla's(NASDAQ:TSLA) Model Y.\nFord is, in fact, going full throttle on EVs, having already committed to investing more than $30 billion in EVs through 2025 and projecting 40%-50% of its global vehicle sales volumes to be fully electric by as early as 2030.\nFord's stock may have been on a torrid run this year, but this could just be the beginning if Ford's F-150 Lightning can replicate even half the success the auto maker has had with its trucks so far. With Ford's third-quarter numbers also coming out anytime now, this one's an EV stock for the long-term believer.\nHungry for growth in the world's largest EV market\nNio(NYSE:NIO)is trying to give Tesla a run for its money in China, and that's no mean feat for a company that's already the \"Tesla of China.\"\nNio is growing at lightning speed, with deliveries hitting records month after month. In September, for example, Nio's global deliveries jumped 125.7% year over year to 10,628 cars, and the luxury car maker saw delivered double in the quarter through September. Nio currently sells three electric car models: the six- or seven-seater SUV ES8, the five-seater SUV ES6, and the five-seater electric coupe SUV EC6.\nHere's the thing: Nio offers much more than just cars, and that competitive advantage appears to be playing out in Nio's favor. The best example is its battery-as-a-service (BaaS) subscription plan. So instead of buying a battery-fitted Nio car, customers can save more than $10,000 on car cost by buying cars without batteries and subscribing to Nio's BaaS instead that allows customers to charge and swap battery backs at its battery swap stations.\nThen there's Nio's powerful branding strategy that includes Nio Houses that have facilities like cafes, co-working spaces, and libraries for Nio owners.\nWith Nio also officially entering the European markets recently through Norway, preparing to start deliveries of itsflagship luxury sedan ET7 from early 2022, and even planning mass-market EVs, there could be no stopping this EV stock in the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861683786,"gmtCreate":1632491854045,"gmtModify":1632717480396,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861683786","repostId":"2169690557","repostType":4,"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861683023,"gmtCreate":1632491793462,"gmtModify":1632717498400,"author":{"id":"3574918679143211","authorId":"3574918679143211","name":"Victoriapsy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574918679143211","authorIdStr":"3574918679143211"},"themes":[],"htmlText":"Looking good","listText":"Looking good","text":"Looking 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<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</a> 典型的80后，互联网产品技术出身，在大厂工作多年后，出来创业，做过两个创业公司。 T：聊聊您的投资背景吧，什么时候接触到投资的？ 接触美股还是蛮早的，也是因为所在公司的期权激励，在2010年就有了美股账户。 卖出期权后就开始自己做一些美股投资。 T：您还记得最开始买的什么股票吗？ 早期美股投资完全没有用心，在创业启动前为了减少分心，所账户里所有的钱买入了搜房网，为什么选搜房网，因为看好中国房产市场啊，自己也是受益者，自住，学区，出租都通过房产解决了，没有什么后顾之忧，就有更大的决心去创业。 创业期间真的是一眼都没看股票，应该到了2017左右吧，还是老虎的投资人给我介绍了老虎（我公司和老虎是同一投资人）。然后我再查了下美股账户，搜房跌了有60%左右，中国房地产市场这几年的蓬勃发展，搜房完全没踩上这波红利，这企业也太烂了，直接割肉走人了，然后把剩下的钱全转到了老虎。 后来真正认真学习投资应该是在去年疫情期间，在家办公时间也多些，阅读了大量的投资书籍、研究各种投资工具。 T：您收益最好的美股是？是否还记得买入原因呢？ 收益最大的股票还是特斯拉和哔哩哔哩。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 买特斯拉股票还是因为2019年初model 3刚进中国我就入手了，朋友都笑话我买宝马5系的钱买个电动车。我本身是个数","listText":"“限制未成年游戏时间对纯粹赚快钱的游戏公司影响较大，但对于愿意做精品游戏的企业来说，长远看没有太大影响”。JohnnyB对于头部游戏公司给予了肯定。而与此同时，他在管理孩子的游戏时间方面，也有一套特别的策略！一起来了解下→→→ <a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</a> 典型的80后，互联网产品技术出身，在大厂工作多年后，出来创业，做过两个创业公司。 T：聊聊您的投资背景吧，什么时候接触到投资的？ 接触美股还是蛮早的，也是因为所在公司的期权激励，在2010年就有了美股账户。 卖出期权后就开始自己做一些美股投资。 T：您还记得最开始买的什么股票吗？ 早期美股投资完全没有用心，在创业启动前为了减少分心，所账户里所有的钱买入了搜房网，为什么选搜房网，因为看好中国房产市场啊，自己也是受益者，自住，学区，出租都通过房产解决了，没有什么后顾之忧，就有更大的决心去创业。 创业期间真的是一眼都没看股票，应该到了2017左右吧，还是老虎的投资人给我介绍了老虎（我公司和老虎是同一投资人）。然后我再查了下美股账户，搜房跌了有60%左右，中国房地产市场这几年的蓬勃发展，搜房完全没踩上这波红利，这企业也太烂了，直接割肉走人了，然后把剩下的钱全转到了老虎。 后来真正认真学习投资应该是在去年疫情期间，在家办公时间也多些，阅读了大量的投资书籍、研究各种投资工具。 T：您收益最好的美股是？是否还记得买入原因呢？ 收益最大的股票还是特斯拉和哔哩哔哩。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 买特斯拉股票还是因为2019年初model 3刚进中国我就入手了，朋友都笑话我买宝马5系的钱买个电动车。我本身是个数","text":"“限制未成年游戏时间对纯粹赚快钱的游戏公司影响较大，但对于愿意做精品游戏的企业来说，长远看没有太大影响”。JohnnyB对于头部游戏公司给予了肯定。而与此同时，他在管理孩子的游戏时间方面，也有一套特别的策略！一起来了解下→→→ @JohnnyB 典型的80后，互联网产品技术出身，在大厂工作多年后，出来创业，做过两个创业公司。 T：聊聊您的投资背景吧，什么时候接触到投资的？ 接触美股还是蛮早的，也是因为所在公司的期权激励，在2010年就有了美股账户。 卖出期权后就开始自己做一些美股投资。 T：您还记得最开始买的什么股票吗？ 早期美股投资完全没有用心，在创业启动前为了减少分心，所账户里所有的钱买入了搜房网，为什么选搜房网，因为看好中国房产市场啊，自己也是受益者，自住，学区，出租都通过房产解决了，没有什么后顾之忧，就有更大的决心去创业。 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3刚进中国我就入手了，朋友都笑话我买宝马5系的钱买个电动车。我本身是个数","images":[{"img":"https://static.tigerbbs.com/a68d962e5ca3e50e21d988759e91998a","width":"372","height":"323"},{"img":"https://static.tigerbbs.com/1e4d64b0e48e5f51f70188b8119447de","width":"417","height":"346"},{"img":"https://static.tigerbbs.com/43b86c28268004d4a9caa1554f64545b","width":"1080","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889082578","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}