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American Express, Goldman Sachs share losses lead Dow's nearly 100-point fall
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2021-08-03
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Most of Chinese stocks were down in morning trading
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2021-08-02
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Tesla rose nearly 5% in morning trading
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Tesla Reports Earnings Today. Here's What Matters Most.
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2021-07-22
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How to invest as the Delta variant takes hold
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2021-07-21
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Toplines Before US Market Open on Wednesday
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Morgan Stanley: This Cycle Will Be "Hotter But Shorter" Than Usual
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Dow drops nearly 300 points on Friday, snaps 3-week winning streak
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class=\"title\">\nAmerican Express, Goldman Sachs share losses lead Dow's nearly 100-point fall\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\">2021-08-03 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 3) <a href=\"https://laohu8.com/S/AXP\">American Express</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> share losses lead Dow's nearly 100-point fall.</p>\n<p><img src=\"https://static.tigerbbs.com/64d05108ec2cbef2545b18f6047863a4\" tg-width=\"962\" tg-height=\"893\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AXP":"美国运通","GS":"高盛","AFG":"美国金融集团有限公司","EXPR":"Express, 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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\">2021-08-03 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 3) Most of Chinese stocks were down in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148147660","content_text":"(Aug 3) Most of Chinese stocks were down in morning 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Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627913458,"share":"https://www.laohu8.com/m/news/1155693481?lang=&edition=full","pubTime":"2021-08-02 22:10","market":"us","language":"en","title":"Tesla rose nearly 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1155693481","media":"Tiger Newspress","summary":" $Tesla Motors$ rose nearly 5% in morning trading.Elon Musk confirms Tesla AI Day will be on August 19.In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more ","content":"<p>(August 2) <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla rose nearly 5% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla rose nearly 5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2) <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155693481","content_text":"(August 2) Tesla Motors rose nearly 5% in morning trading.\nElon Musk confirms Tesla AI Day will be on August 19.\nIn addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.\nThe patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805046624,"gmtCreate":1627828483068,"gmtModify":1631888745632,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805046624","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802976414,"gmtCreate":1627712361738,"gmtModify":1631888745640,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802976414","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806293969,"gmtCreate":1627656228551,"gmtModify":1631888745656,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806293969","repostId":"1148228381","repostType":4,"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808873081,"gmtCreate":1627570869943,"gmtModify":1631888745665,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/808873081","repostId":"1165497040","repostType":4,"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803018786,"gmtCreate":1627396256945,"gmtModify":1631891360210,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803018786","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800541907,"gmtCreate":1627309728809,"gmtModify":1631891360223,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment ","listText":"Comment ","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800541907","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://www.laohu8.com/m/news/1151724613?lang=&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172523921,"gmtCreate":1626967270663,"gmtModify":1631891360237,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/172523921","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</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>How to invest as the Delta variant takes hold</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\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8 <a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176154543,"gmtCreate":1626874056082,"gmtModify":1631891360245,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/176154543","repostId":"1199453596","repostType":4,"repost":{"id":"1199453596","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":1626868481,"share":"https://www.laohu8.com/m/news/1199453596?lang=&edition=full","pubTime":"2021-07-21 19:54","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1199453596","media":"Tiger Newspress","summary":"Futures mixed.\nTreasury yields extend gains.\nVerizon Communications Inc., Johnson & Johnson, Coca-Co","content":"<ul>\n <li>Futures mixed.</li>\n <li>Treasury yields extend gains.</li>\n <li>Verizon Communications Inc., Johnson & Johnson, Coca-Cola Co and Anthem, Inc. posted earnings results in premarket.</li>\n <li>Bitcoin Storms Back Over $31,000.</li>\n</ul>\n<p>(July 21) US equity futures, European bourses and Treasury yields rose for a second day clawing back much of the week's losses that were sparked by fears over spiking COVID-19 cases, as well as the \"peak growth\" and \"peak inflation\" narratives, as bargain hunters helped the S&P 500 to all but erase Monday’s slide in a rally led by cyclicals such as industrial stocks even though the dollar notched further gains on concerns over the impact of a fast-spreading coronavirus variant.</p>\n<p><b>“The correction we had is healthy to clear some of the excess out of the market and to get better balancing between growth and value,</b>” Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, said on Bloomberg Television. “From a long-term perspective we are really still very constructive on equity markets, so we’d encourage clients to be overweight risk assets.”</p>\n<p>At 7:55 a.m. ET, Dow E-minis were up 77 points, or 0.22%, S&P 500 E-minis were ip 2.75 points, or 0.06% and Nasdaq 100 E-minis were down 45.25 points, or 0.31%. Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.</p>\n<p><img src=\"https://static.tigerbbs.com/62cc4ef529489e25f7c52e4a3f54940d\" tg-width=\"1242\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Here are some of the biggest U.S. movers today:</b></p>\n<ul>\n <li>Cryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.</li>\n <li>Moderna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.</li>\n <li>Netflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.</li>\n <li>Next shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.</li>\n <li>Thule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.</li>\n <li>ASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”</li>\n <li>SAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.</li>\n <li>Ubisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.</li>\n <li>Daimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.</li>\n</ul>\n<p><b>Financial Result posted in premarket:</b></p>\n<p><b>1) ASML</b>-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.</p>\n<p><b>2) Coca-Cola</b> - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.</p>\n<p><b>3) </b><b>Verizon</b> - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.</p>\n<p><b>4) Johnson & Johnson</b> - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.</p>\n<p>Treasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.</p>\n<p>In FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.</p>\n<p>In commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.<b>Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month</b>, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.</p>\n<p>On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</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>Toplines Before US Market Open on Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday\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\">2021-07-21 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures mixed.</li>\n <li>Treasury yields extend gains.</li>\n <li>Verizon Communications Inc., Johnson & Johnson, Coca-Cola Co and Anthem, Inc. posted earnings results in premarket.</li>\n <li>Bitcoin Storms Back Over $31,000.</li>\n</ul>\n<p>(July 21) US equity futures, European bourses and Treasury yields rose for a second day clawing back much of the week's losses that were sparked by fears over spiking COVID-19 cases, as well as the \"peak growth\" and \"peak inflation\" narratives, as bargain hunters helped the S&P 500 to all but erase Monday’s slide in a rally led by cyclicals such as industrial stocks even though the dollar notched further gains on concerns over the impact of a fast-spreading coronavirus variant.</p>\n<p><b>“The correction we had is healthy to clear some of the excess out of the market and to get better balancing between growth and value,</b>” Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, said on Bloomberg Television. “From a long-term perspective we are really still very constructive on equity markets, so we’d encourage clients to be overweight risk assets.”</p>\n<p>At 7:55 a.m. ET, Dow E-minis were up 77 points, or 0.22%, S&P 500 E-minis were ip 2.75 points, or 0.06% and Nasdaq 100 E-minis were down 45.25 points, or 0.31%. Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.</p>\n<p><img src=\"https://static.tigerbbs.com/62cc4ef529489e25f7c52e4a3f54940d\" tg-width=\"1242\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Here are some of the biggest U.S. movers today:</b></p>\n<ul>\n <li>Cryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.</li>\n <li>Moderna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.</li>\n <li>Netflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.</li>\n <li>Next shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.</li>\n <li>Thule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.</li>\n <li>ASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”</li>\n <li>SAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.</li>\n <li>Ubisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.</li>\n <li>Daimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.</li>\n</ul>\n<p><b>Financial Result posted in premarket:</b></p>\n<p><b>1) ASML</b>-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.</p>\n<p><b>2) Coca-Cola</b> - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.</p>\n<p><b>3) </b><b>Verizon</b> - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.</p>\n<p><b>4) Johnson & Johnson</b> - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.</p>\n<p>Treasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.</p>\n<p>In FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.</p>\n<p>In commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.<b>Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month</b>, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.</p>\n<p>On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199453596","content_text":"Futures mixed.\nTreasury yields extend gains.\nVerizon Communications Inc., Johnson & Johnson, Coca-Cola Co and Anthem, Inc. posted earnings results in premarket.\nBitcoin Storms Back Over $31,000.\n\n(July 21) US equity futures, European bourses and Treasury yields rose for a second day clawing back much of the week's losses that were sparked by fears over spiking COVID-19 cases, as well as the \"peak growth\" and \"peak inflation\" narratives, as bargain hunters helped the S&P 500 to all but erase Monday’s slide in a rally led by cyclicals such as industrial stocks even though the dollar notched further gains on concerns over the impact of a fast-spreading coronavirus variant.\n“The correction we had is healthy to clear some of the excess out of the market and to get better balancing between growth and value,” Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, said on Bloomberg Television. “From a long-term perspective we are really still very constructive on equity markets, so we’d encourage clients to be overweight risk assets.”\nAt 7:55 a.m. ET, Dow E-minis were up 77 points, or 0.22%, S&P 500 E-minis were ip 2.75 points, or 0.06% and Nasdaq 100 E-minis were down 45.25 points, or 0.31%. Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.\n\nHere are some of the biggest U.S. movers today:\n\nCryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.\nModerna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.\nNetflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.\nNext shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.\nThule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.\nASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”\nSAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.\nUbisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.\nDaimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.\n\nFinancial Result posted in premarket:\n1) ASML-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.\n2) Coca-Cola - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.\n3) Verizon - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.\n4) Johnson & Johnson - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.\nTreasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.\nIn FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.\nIn commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.\nOn day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171687421,"gmtCreate":1626742318763,"gmtModify":1631891360260,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171687421","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171394519,"gmtCreate":1626705397131,"gmtModify":1631891360274,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/171394519","repostId":"1146536243","repostType":4,"repost":{"id":"1146536243","kind":"news","pubTimestamp":1626683272,"share":"https://www.laohu8.com/m/news/1146536243?lang=&edition=full","pubTime":"2021-07-19 16:27","market":"us","language":"en","title":"Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual","url":"https://stock-news.laohu8.com/highlight/detail?id=1146536243","media":"zerohedge","summary":"This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","content":"<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.</p>\n<p>The debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.</p>\n<p>But 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.</p>\n<p>Instead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.</p>\n<p>Was last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.</p>\n<p>If it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should <i>continue</i> to do so.</p>\n<p>Specifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).</p>\n<p>Because one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.<b>It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.</b></p>\n<p><img src=\"https://static.tigerbbs.com/41879c4f66b33597ee236bdd52841004\" tg-width=\"904\" tg-height=\"490\" referrerpolicy=\"no-referrer\">Thisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',<b>and since 1980, it has taken an average of 35 months to get there after 'downturn' ends</b>. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.<b>It also hints at another possibility: this hotter cycle could be shorter.</b>This is our thesis, and it’s showing up in our quantitative measure.</p>\n<p>All this has a number of implications:</p>\n<ul>\n <li><b>The shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases</b>. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.</li>\n <li><b>In many of those periods, more mixed credit performance occurs despite default rates remaining low</b>. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.</li>\n <li><b>In equities, we think that our model supports more balance in portfolios</b>. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.</li>\n <li><b>Interest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model</b>. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.</li>\n</ul>\n<p>This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.</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: This Cycle Will Be \"Hotter But Shorter\" Than Usual</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\">\nMorgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 16:27 GMT+8 <a href=https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle '...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146536243","content_text":"We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.\nBut 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.\nInstead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.\nWas last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.\nIf it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should continue to do so.\nSpecifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).\nBecause one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.\nThisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',and since 1980, it has taken an average of 35 months to get there after 'downturn' ends. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.It also hints at another possibility: this hotter cycle could be shorter.This is our thesis, and it’s showing up in our quantitative measure.\nAll this has a number of implications:\n\nThe shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.\nIn many of those periods, more mixed credit performance occurs despite default rates remaining low. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.\nIn equities, we think that our model supports more balance in portfolios. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.\nInterest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.\n\nThis cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179779806,"gmtCreate":1626581068405,"gmtModify":1631891360287,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179779806","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179861049,"gmtCreate":1626503914581,"gmtModify":1631891360297,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179861049","repostId":"1198202103","repostType":4,"repost":{"id":"1198202103","kind":"news","pubTimestamp":1626481985,"share":"https://www.laohu8.com/m/news/1198202103?lang=&edition=full","pubTime":"2021-07-17 08:33","market":"us","language":"en","title":"Dow drops nearly 300 points on Friday, snaps 3-week winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1198202103","media":"CNBC","summary":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as ","content":"<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow drops nearly 300 points on Friday, snaps 3-week winning streak</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; 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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\">\nDow drops nearly 300 points on Friday, snaps 3-week winning streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 08:33 GMT+8 <a href=https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198202103","content_text":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\nThe Dow lost 299.17 points, or 0.86%, to close at 34,687.85. The S&P 500 dipped 0.75% to 4,327.16 and the Nasdaq Composite shed 0.8% to 14,427.24.\nThe three averages closed the week lower to each snap 3-week win streaks. The Dow ended the week down 0.52%, while the S&P 500 dipped 0.97% and the Nasdaq Composite fell 1.87% during the same period.\n\nA U.S.consumer sentimentindex from the University of Michigan came in at 80.8 for the first half of July, down from 85.5 last month and worse than estimates from economists, who projected an increase. The report released Friday showed inflation expectations rising, with consumers believing prices will increase 4.8% in the next year, the highest level since August 2008.\nThe Dow gave up its gains early Friday shortly after the University of Michigan report came out 30 minutes into the session. Losses increased as the day went on with major averages closing at the lows of the session.\nThe consumer sentiment weakness “is at face value hard to square with the acceleration in employment growth and the continued resilience of the stock market,” said Andrew Hunter, senior U.S. economist at Capital Economics, but the report “suggested that concerns over surging inflation are now outweighing those positive trends.”\nInflation fears\nThe market was held back all week by inflation fears although the S&P 500 and Dow did touch new all-time highs briefly. On Tuesday, theconsumer price indexshowed a 5.4% increase in June from a year ago, the fastest pace in nearly 13 years.\nStocks got off to a good start Friday with the Dow rising more than 100 points to above 35,000 shortly after the open.Data released before the bell showed retail and food service salesrose 0.6% in June, while economists surveyed by Dow Jones had expected a 0.4% decline. If that level held, it would have been the Dow’s first close ever above 35,000.\nDespite the week’s losses, the Dow is still up 13% for the year and sits just 1.15% from an all-time high. The S&P 500 is up 15% on the year and is 1.51% below its record level.\n“The market looks broadly fairly valued to me, with most stocks priced to provide a market rate of return plus or minus a few percent,” Bill Miller, chairman and chief investment officer of Miller Value Partners,said in an investor letter.\n“There are pockets of what look like appreciable over-valuation and pockets of significant undervaluation in the US market, in my opinion. We can find plenty of names to fill our portfolios and so remain fully invested,” the value investor added.\nEnergy correction\nEnergy stocks, the hottest part of the market in 2021, fell into correction territory on Friday as oil prices pulled back from their highs.\nThe Energy Select Sector SPDR Fund fell more than 2% on Friday, the worst of any group, dropping 14% from its high. Still, the sector is up about 28% in 2021, making it the top performer of any of the 11 main industry groups.\nWeaker performance from technology stocks also weighed on the market Friday. Shares of Apple closed 1.4% lower afternotching a record closejust two days prior. Netflix shares fell ahead of the streaming giant’s second-quarter earnings report next week.\nInvestors digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy earnings and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nThe Financial Select Sector SPDR Fund ended the week 1.5% lower despite big profit growth numbers posted by the likes of JPMorgan Chase and Bank of America.\n“Good earnings might have become an excuse for some investors to take profit. And with earnings expectations so high in general, it takes a really big beat for a company to impress,” JJ Kinahan, TD Ameritrade chief market strategist, said.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147187469,"gmtCreate":1626342112051,"gmtModify":1631891360312,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147187469","repostId":"2151751740","repostType":4,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144118986,"gmtCreate":1626271417545,"gmtModify":1631891360324,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144118986","repostId":"1109822941","repostType":4,"repost":{"id":"1109822941","kind":"news","pubTimestamp":1626271170,"share":"https://www.laohu8.com/m/news/1109822941?lang=&edition=full","pubTime":"2021-07-14 21:59","market":"us","language":"en","title":"Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1109822941","media":"Thestreet","summary":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune qu","content":"<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p>\n<p>Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p>\n<p>Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.</p>\n<p>\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p>\n<p>Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p>\n<p>Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p>\n<p>Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p>\n<p>Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</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>Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade</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\">\nApple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:59 GMT+8 <a href=https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109822941","content_text":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.\nBloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).\nShares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.\n\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"\nApple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":182586930,"gmtCreate":1623589172720,"gmtModify":1634031384880,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and 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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/151321241","repostId":"1105779613","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807334685,"gmtCreate":1627999995747,"gmtModify":1631888745605,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807334685","repostId":"1148147660","repostType":4,"repost":{"id":"1148147660","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":1627999192,"share":"https://www.laohu8.com/m/news/1148147660?lang=&edition=full","pubTime":"2021-08-03 21:59","market":"us","language":"en","title":"Most of Chinese stocks were down in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1148147660","media":"Tiger Newspress","summary":"(Aug 3) Most of Chinese stocks were down in morning trading.","content":"<p>(Aug 3) Most of Chinese stocks were down in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></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>Most of Chinese stocks were down in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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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\">2021-08-03 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 3) Most of Chinese stocks were down in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148147660","content_text":"(Aug 3) Most of Chinese stocks were down in morning trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808873081,"gmtCreate":1627570869943,"gmtModify":1631888745665,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/808873081","repostId":"1165497040","repostType":4,"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179861049,"gmtCreate":1626503914581,"gmtModify":1631891360297,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179861049","repostId":"1198202103","repostType":4,"repost":{"id":"1198202103","kind":"news","pubTimestamp":1626481985,"share":"https://www.laohu8.com/m/news/1198202103?lang=&edition=full","pubTime":"2021-07-17 08:33","market":"us","language":"en","title":"Dow drops nearly 300 points on Friday, snaps 3-week winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1198202103","media":"CNBC","summary":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as ","content":"<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow drops nearly 300 points on Friday, snaps 3-week winning streak</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\">\nDow drops nearly 300 points on Friday, snaps 3-week winning streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 08:33 GMT+8 <a href=https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198202103","content_text":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\nThe Dow lost 299.17 points, or 0.86%, to close at 34,687.85. The S&P 500 dipped 0.75% to 4,327.16 and the Nasdaq Composite shed 0.8% to 14,427.24.\nThe three averages closed the week lower to each snap 3-week win streaks. The Dow ended the week down 0.52%, while the S&P 500 dipped 0.97% and the Nasdaq Composite fell 1.87% during the same period.\n\nA U.S.consumer sentimentindex from the University of Michigan came in at 80.8 for the first half of July, down from 85.5 last month and worse than estimates from economists, who projected an increase. The report released Friday showed inflation expectations rising, with consumers believing prices will increase 4.8% in the next year, the highest level since August 2008.\nThe Dow gave up its gains early Friday shortly after the University of Michigan report came out 30 minutes into the session. Losses increased as the day went on with major averages closing at the lows of the session.\nThe consumer sentiment weakness “is at face value hard to square with the acceleration in employment growth and the continued resilience of the stock market,” said Andrew Hunter, senior U.S. economist at Capital Economics, but the report “suggested that concerns over surging inflation are now outweighing those positive trends.”\nInflation fears\nThe market was held back all week by inflation fears although the S&P 500 and Dow did touch new all-time highs briefly. On Tuesday, theconsumer price indexshowed a 5.4% increase in June from a year ago, the fastest pace in nearly 13 years.\nStocks got off to a good start Friday with the Dow rising more than 100 points to above 35,000 shortly after the open.Data released before the bell showed retail and food service salesrose 0.6% in June, while economists surveyed by Dow Jones had expected a 0.4% decline. If that level held, it would have been the Dow’s first close ever above 35,000.\nDespite the week’s losses, the Dow is still up 13% for the year and sits just 1.15% from an all-time high. The S&P 500 is up 15% on the year and is 1.51% below its record level.\n“The market looks broadly fairly valued to me, with most stocks priced to provide a market rate of return plus or minus a few percent,” Bill Miller, chairman and chief investment officer of Miller Value Partners,said in an investor letter.\n“There are pockets of what look like appreciable over-valuation and pockets of significant undervaluation in the US market, in my opinion. We can find plenty of names to fill our portfolios and so remain fully invested,” the value investor added.\nEnergy correction\nEnergy stocks, the hottest part of the market in 2021, fell into correction territory on Friday as oil prices pulled back from their highs.\nThe Energy Select Sector SPDR Fund fell more than 2% on Friday, the worst of any group, dropping 14% from its high. Still, the sector is up about 28% in 2021, making it the top performer of any of the 11 main industry groups.\nWeaker performance from technology stocks also weighed on the market Friday. Shares of Apple closed 1.4% lower afternotching a record closejust two days prior. Netflix shares fell ahead of the streaming giant’s second-quarter earnings report next week.\nInvestors digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy earnings and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nThe Financial Select Sector SPDR Fund ended the week 1.5% lower despite big profit growth numbers posted by the likes of JPMorgan Chase and Bank of America.\n“Good earnings might have become an excuse for some investors to take profit. And with earnings expectations so high in general, it takes a really big beat for a company to impress,” JJ Kinahan, TD Ameritrade chief market strategist, said.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171394519,"gmtCreate":1626705397131,"gmtModify":1631891360274,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/171394519","repostId":"1146536243","repostType":4,"repost":{"id":"1146536243","kind":"news","pubTimestamp":1626683272,"share":"https://www.laohu8.com/m/news/1146536243?lang=&edition=full","pubTime":"2021-07-19 16:27","market":"us","language":"en","title":"Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual","url":"https://stock-news.laohu8.com/highlight/detail?id=1146536243","media":"zerohedge","summary":"This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","content":"<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.</p>\n<p>The debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.</p>\n<p>But 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.</p>\n<p>Instead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.</p>\n<p>Was last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.</p>\n<p>If it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should <i>continue</i> to do so.</p>\n<p>Specifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).</p>\n<p>Because one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.<b>It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.</b></p>\n<p><img src=\"https://static.tigerbbs.com/41879c4f66b33597ee236bdd52841004\" tg-width=\"904\" tg-height=\"490\" referrerpolicy=\"no-referrer\">Thisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',<b>and since 1980, it has taken an average of 35 months to get there after 'downturn' ends</b>. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.<b>It also hints at another possibility: this hotter cycle could be shorter.</b>This is our thesis, and it’s showing up in our quantitative measure.</p>\n<p>All this has a number of implications:</p>\n<ul>\n <li><b>The shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases</b>. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.</li>\n <li><b>In many of those periods, more mixed credit performance occurs despite default rates remaining low</b>. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.</li>\n <li><b>In equities, we think that our model supports more balance in portfolios</b>. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.</li>\n <li><b>Interest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model</b>. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.</li>\n</ul>\n<p>This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.</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: This Cycle Will Be \"Hotter But Shorter\" Than Usual</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\">\nMorgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 16:27 GMT+8 <a href=https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle '...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146536243","content_text":"We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.\nBut 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.\nInstead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.\nWas last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.\nIf it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should continue to do so.\nSpecifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).\nBecause one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.\nThisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',and since 1980, it has taken an average of 35 months to get there after 'downturn' ends. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.It also hints at another possibility: this hotter cycle could be shorter.This is our thesis, and it’s showing up in our quantitative measure.\nAll this has a number of implications:\n\nThe shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.\nIn many of those periods, more mixed credit performance occurs despite default rates remaining low. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.\nIn equities, we think that our model supports more balance in portfolios. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.\nInterest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.\n\nThis cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179779806,"gmtCreate":1626581068405,"gmtModify":1631891360287,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179779806","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147187469,"gmtCreate":1626342112051,"gmtModify":1631891360312,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147187469","repostId":"2151751740","repostType":4,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122792710,"gmtCreate":1624632437530,"gmtModify":1633950267548,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment and like ","listText":"Comment and like ","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/122792710","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176154543,"gmtCreate":1626874056082,"gmtModify":1631891360245,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/176154543","repostId":"1199453596","repostType":4,"repost":{"id":"1199453596","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":1626868481,"share":"https://www.laohu8.com/m/news/1199453596?lang=&edition=full","pubTime":"2021-07-21 19:54","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1199453596","media":"Tiger Newspress","summary":"Futures mixed.\nTreasury yields extend gains.\nVerizon Communications Inc., Johnson & Johnson, Coca-Co","content":"<ul>\n <li>Futures mixed.</li>\n <li>Treasury yields extend gains.</li>\n <li>Verizon Communications Inc., Johnson & Johnson, Coca-Cola Co and Anthem, Inc. posted earnings results in premarket.</li>\n <li>Bitcoin Storms Back Over $31,000.</li>\n</ul>\n<p>(July 21) US equity futures, European bourses and Treasury yields rose for a second day clawing back much of the week's losses that were sparked by fears over spiking COVID-19 cases, as well as the \"peak growth\" and \"peak inflation\" narratives, as bargain hunters helped the S&P 500 to all but erase Monday’s slide in a rally led by cyclicals such as industrial stocks even though the dollar notched further gains on concerns over the impact of a fast-spreading coronavirus variant.</p>\n<p><b>“The correction we had is healthy to clear some of the excess out of the market and to get better balancing between growth and value,</b>” Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, said on Bloomberg Television. “From a long-term perspective we are really still very constructive on equity markets, so we’d encourage clients to be overweight risk assets.”</p>\n<p>At 7:55 a.m. ET, Dow E-minis were up 77 points, or 0.22%, S&P 500 E-minis were ip 2.75 points, or 0.06% and Nasdaq 100 E-minis were down 45.25 points, or 0.31%. Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.</p>\n<p><img src=\"https://static.tigerbbs.com/62cc4ef529489e25f7c52e4a3f54940d\" tg-width=\"1242\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Here are some of the biggest U.S. movers today:</b></p>\n<ul>\n <li>Cryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.</li>\n <li>Moderna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.</li>\n <li>Netflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.</li>\n <li>Next shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.</li>\n <li>Thule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.</li>\n <li>ASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”</li>\n <li>SAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.</li>\n <li>Ubisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.</li>\n <li>Daimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.</li>\n</ul>\n<p><b>Financial Result posted in premarket:</b></p>\n<p><b>1) ASML</b>-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.</p>\n<p><b>2) Coca-Cola</b> - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.</p>\n<p><b>3) </b><b>Verizon</b> - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.</p>\n<p><b>4) Johnson & Johnson</b> - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.</p>\n<p>Treasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.</p>\n<p>In FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.</p>\n<p>In commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.<b>Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month</b>, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.</p>\n<p>On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</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>Toplines Before US Market Open on Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday\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\">2021-07-21 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures mixed.</li>\n <li>Treasury yields extend gains.</li>\n <li>Verizon Communications Inc., Johnson & Johnson, Coca-Cola Co and Anthem, Inc. posted earnings results in premarket.</li>\n <li>Bitcoin Storms Back Over $31,000.</li>\n</ul>\n<p>(July 21) US equity futures, European bourses and Treasury yields rose for a second day clawing back much of the week's losses that were sparked by fears over spiking COVID-19 cases, as well as the \"peak growth\" and \"peak inflation\" narratives, as bargain hunters helped the S&P 500 to all but erase Monday’s slide in a rally led by cyclicals such as industrial stocks even though the dollar notched further gains on concerns over the impact of a fast-spreading coronavirus variant.</p>\n<p><b>“The correction we had is healthy to clear some of the excess out of the market and to get better balancing between growth and value,</b>” Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, said on Bloomberg Television. “From a long-term perspective we are really still very constructive on equity markets, so we’d encourage clients to be overweight risk assets.”</p>\n<p>At 7:55 a.m. ET, Dow E-minis were up 77 points, or 0.22%, S&P 500 E-minis were ip 2.75 points, or 0.06% and Nasdaq 100 E-minis were down 45.25 points, or 0.31%. Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.</p>\n<p><img src=\"https://static.tigerbbs.com/62cc4ef529489e25f7c52e4a3f54940d\" tg-width=\"1242\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Here are some of the biggest U.S. movers today:</b></p>\n<ul>\n <li>Cryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.</li>\n <li>Moderna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.</li>\n <li>Netflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.</li>\n <li>Next shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.</li>\n <li>Thule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.</li>\n <li>ASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”</li>\n <li>SAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.</li>\n <li>Ubisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.</li>\n <li>Daimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.</li>\n</ul>\n<p><b>Financial Result posted in premarket:</b></p>\n<p><b>1) ASML</b>-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.</p>\n<p><b>2) Coca-Cola</b> - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.</p>\n<p><b>3) </b><b>Verizon</b> - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.</p>\n<p><b>4) Johnson & Johnson</b> - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.</p>\n<p>Treasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.</p>\n<p>In FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.</p>\n<p>In commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.<b>Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month</b>, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.</p>\n<p>On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199453596","content_text":"Futures mixed.\nTreasury yields extend gains.\nVerizon Communications Inc., Johnson & Johnson, Coca-Cola Co and Anthem, Inc. posted earnings results in premarket.\nBitcoin Storms Back Over $31,000.\n\n(July 21) US equity futures, European bourses and Treasury yields rose for a second day clawing back much of the week's losses that were sparked by fears over spiking COVID-19 cases, as well as the \"peak growth\" and \"peak inflation\" narratives, as bargain hunters helped the S&P 500 to all but erase Monday’s slide in a rally led by cyclicals such as industrial stocks even though the dollar notched further gains on concerns over the impact of a fast-spreading coronavirus variant.\n“The correction we had is healthy to clear some of the excess out of the market and to get better balancing between growth and value,” Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, said on Bloomberg Television. “From a long-term perspective we are really still very constructive on equity markets, so we’d encourage clients to be overweight risk assets.”\nAt 7:55 a.m. ET, Dow E-minis were up 77 points, or 0.22%, S&P 500 E-minis were ip 2.75 points, or 0.06% and Nasdaq 100 E-minis were down 45.25 points, or 0.31%. Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.\n\nHere are some of the biggest U.S. movers today:\n\nCryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.\nModerna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.\nNetflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.\nNext shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.\nThule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.\nASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”\nSAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.\nUbisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.\nDaimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.\n\nFinancial Result posted in premarket:\n1) ASML-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.\n2) Coca-Cola - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.\n3) Verizon - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.\n4) Johnson & Johnson - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.\nTreasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.\nIn FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.\nIn commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.\nOn day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155466561,"gmtCreate":1625449508853,"gmtModify":1633940600768,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155466561","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158273869,"gmtCreate":1625153054251,"gmtModify":1633944177964,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158273869","repostId":"1199212665","repostType":4,"repost":{"id":"1199212665","kind":"news","pubTimestamp":1625146084,"share":"https://www.laohu8.com/m/news/1199212665?lang=&edition=full","pubTime":"2021-07-01 21:28","market":"us","language":"en","title":"3 Expensive Tech Stocks to Buy in the Next Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1199212665","media":"Motley Fool","summary":"Get ready to buy Snowflake and two other hot tech stocks if this frothy market collapses.","content":"<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.</p>\n<p>That sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.</p>\n<p>That's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:<b>Snowflake</b>(NYSE:SNOW),<b>Twilio</b>(NYSE:TWLO), and <b>CrowdStrike</b>(NASDAQ:CRWD).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde232ce39d9cd52a01fd6ec018cae53\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Snowflake</b></p>\n<p>Snowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from <b>Berkshire Hathaway</b> and <b>salesforce.com</b>.</p>\n<p>Snowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.</p>\n<p>Snowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.</p>\n<p>That growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.</p>\n<p>But Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, and<i>more than doubled</i>from $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.</p>\n<p>Analysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.</p>\n<p><b>2. Twilio</b></p>\n<p>Twilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps <b>Lyft</b>'s passengers contact their drivers, and <b>Airbnb</b>'s guests reach their hosts.</p>\n<p>In the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.</p>\n<p>Twilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.</p>\n<p>Twilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.</p>\n<p>Analysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.</p>\n<p>That near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.</p>\n<p><b>3. CrowdStrike</b></p>\n<p>CrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.</p>\n<p>CrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.</p>\n<p>In the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.</p>\n<p>CrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.</p>\n<p>Those numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Expensive Tech Stocks to Buy in the Next Market Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Expensive Tech Stocks to Buy in the Next Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 21:28 GMT+8 <a href=https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","TWLO":"Twilio Inc","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199212665","content_text":"Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.\nThat sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.\nThat's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:Snowflake(NYSE:SNOW),Twilio(NYSE:TWLO), and CrowdStrike(NASDAQ:CRWD).\nIMAGE SOURCE: GETTY IMAGES.\n1. Snowflake\nSnowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from Berkshire Hathaway and salesforce.com.\nSnowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.\nSnowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.\nThat growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.\nBut Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, andmore than doubledfrom $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.\nAnalysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.\n2. Twilio\nTwilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps Lyft's passengers contact their drivers, and Airbnb's guests reach their hosts.\nIn the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.\nTwilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.\nTwilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.\nAnalysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.\nThat near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.\n3. CrowdStrike\nCrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.\nCrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.\nIn the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.\nCrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.\nThose numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.","news_type":1,"symbols_score_info":{"CRWD":0.9,"SNOW":0.9,"TWLO":0.9}},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802976414,"gmtCreate":1627712361738,"gmtModify":1631888745640,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802976414","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157147743,"gmtCreate":1625575201282,"gmtModify":1633939508002,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157147743","repostId":"1112451709","repostType":4,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120078602,"gmtCreate":1624290309406,"gmtModify":1634008284831,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120078602","repostId":"2145084835","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161479612,"gmtCreate":1623939266036,"gmtModify":1634025579312,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like n comment please ","listText":"Like n comment please ","text":"Like n comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/161479612","repostId":"1178261014","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805046624,"gmtCreate":1627828483068,"gmtModify":1631888745632,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805046624","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803018786,"gmtCreate":1627396256945,"gmtModify":1631891360210,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803018786","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800541907,"gmtCreate":1627309728809,"gmtModify":1631891360223,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment ","listText":"Comment ","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800541907","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://www.laohu8.com/m/news/1151724613?lang=&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143985741,"gmtCreate":1625755836583,"gmtModify":1633937627946,"author":{"id":"3575515325402051","authorId":"3575515325402051","name":"Eric88888","avatar":"https://static.tigerbbs.com/70b1e2c15adeb3113cb40440c20dac3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575515325402051","authorIdStr":"3575515325402051"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143985741","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}