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Jefflim

Jefflim

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0勋章

2021-05-11

Comment and like pls

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2021-04-26

Comment and like 🙏

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2021-04-25

How to clear receive a response from my comments?

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2021-04-23

Like and comment 😊

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2021-12-24

H

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2021-11-20

Hello

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2021-08-23

Hello

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2021-05-13

Pls comment and like pls

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2021-05-12

Like and comment pls

Opinion: Wall Street’s ‘Big Lie’: Performance claims that are increasingly straining credulity

2021-04-19

Sad to see it keep dropping but a better day will come.

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2021-12-09

Hello

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2021-10-14

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U.S. supply chain too snarled for Biden Christmas fix, experts say

2021-08-27

Hello

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2021-07-08

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2021-07-02

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2021-05-01

Help to respond 🙏

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2021-12-03

Hello

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2021-11-26

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Traders Unwind Rate-Hike Bets as New Covid Fears Spread

2021-11-13

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Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.

2021-10-30

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Try These 2 Stocks for Stability.","url":"https://stock-news.laohu8.com/highlight/detail?id=1122948042","media":"Barrons","summary":"Stop trying to make sense of what’s happening in the stock market. It’s a fun pastime, and something","content":"<html><head></head><body><p>Stop trying to make sense of what’s happening in the stock market. It’s a fun pastime, and something of a national obsession, but very few people are any good at it.</p><p>Instead, look for companies in a secular bull market—ones with products and strategies that seem so strong that their shares might be insulated from the broad market’s increasingly erratic behavior.</p><p>Tesla (ticker: TSLA), the electric-vehicle giant, looks like an interesting, if controversial, play on the secular bull-market theme. The stock is down about 6% this year after rising 50% in 2021. The company reports fourth-quarter earnings on Jan. 26 after the market closes.</p><p>NOV (NOV), which makes equipment for oil and gas drilling and exploration, could benefit from rising energy prices. The stock is up about 20% this year after sharply lagging behind the S&amp;P 500 index in 2021. The company reports earnings Feb. 4 during market hours.</p><p>It’s ironic to highlight companies so at odds with each other. Tesla is leading the electric-vehicle revolution. NOV supplies drilling equipment and tools to the oil and gas industries—which many think are at the onset of a commodities supercycle.</p><p>But both companies have qualities that might make them a world unto themselves. And both are intriguing plays as the stock market keeps tumbling.</p><p>With Tesla stock at $995.65, aggressive investors could sell the January $925 put option that expires Jan. 28 for about $22.50 and buy the January $1,010 call option with the same expiration for about $45.</p><p>This risk-reversal strategy—that is, selling a put and buying a call with a higher strike price but the same expiration date—positions investors to buy Tesla stock at $925. Should the stock surge on earnings, and rally to, say, $1,200, the call would be worth $190.</p><p>The strategy—admittedly a very aggressive one—expresses confidence that Tesla’s surprisingly strong fourth-quarter sales data foreshadow an impressive earnings report and constructive commentary about the future. If that proves wrong and the stock tumbles, investors will be on the hook to buy Tesla stock at the $925 put strike or to adjust the position in the options market to avoid assignment.</p><p>During the past 52 weeks, Tesla stock has ranged from $539.49 to $1,243.49.</p><p>NOV, at under $20 a share, is a less daring play. The amount of money needed to trade options on the stock is negligible.</p><p>With NOV stock at $16.21, aggressive investors could sell the March $14 put that expires March 4 for about 35 cents and buy the March $19 call with the same expiration for about 35 cents.</p><p>The trade expresses confidence that rising oil and gas prices will drive even more investors into the energy sector. When they arrive, NOV might prove to be an intriguing way to position. If NOV’s earnings report is accompanied by a good business outlook, investors would likely take notice—and that would benefit the stock.</p><p>During the past 52 weeks, NOV stock has ranged from $11.46 to $18.02.</p><p>The risk-reversal strategy was chosen to take advantage of some of the fear and greed that has warped options premiums as the stock market has declined.</p><p>The calls are just inexpensive upside proxies that could prove profitable if Tesla’s and NOV’s earnings reports confirm the stocks are in secular bull markets and thus not as vulnerable to the broad market’s current woes. Selling puts that are lower than the associated stock prices—even if just a little—seems prudent as the market wavers.</p></body></html>","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>The Stock Market Is on a Bumpy Ride. Try These 2 Stocks for Stability.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Stock Market Is on a Bumpy Ride. Try These 2 Stocks for Stability.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-volatility-tesla-nov-51642667402?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stop trying to make sense of what’s happening in the stock market. It’s a fun pastime, and something of a national obsession, but very few people are any good at it.Instead, look for companies in a ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-volatility-tesla-nov-51642667402?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOV":"华高","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/stock-market-volatility-tesla-nov-51642667402?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122948042","content_text":"Stop trying to make sense of what’s happening in the stock market. It’s a fun pastime, and something of a national obsession, but very few people are any good at it.Instead, look for companies in a secular bull market—ones with products and strategies that seem so strong that their shares might be insulated from the broad market’s increasingly erratic behavior.Tesla (ticker: TSLA), the electric-vehicle giant, looks like an interesting, if controversial, play on the secular bull-market theme. The stock is down about 6% this year after rising 50% in 2021. The company reports fourth-quarter earnings on Jan. 26 after the market closes.NOV (NOV), which makes equipment for oil and gas drilling and exploration, could benefit from rising energy prices. The stock is up about 20% this year after sharply lagging behind the S&P 500 index in 2021. The company reports earnings Feb. 4 during market hours.It’s ironic to highlight companies so at odds with each other. Tesla is leading the electric-vehicle revolution. NOV supplies drilling equipment and tools to the oil and gas industries—which many think are at the onset of a commodities supercycle.But both companies have qualities that might make them a world unto themselves. And both are intriguing plays as the stock market keeps tumbling.With Tesla stock at $995.65, aggressive investors could sell the January $925 put option that expires Jan. 28 for about $22.50 and buy the January $1,010 call option with the same expiration for about $45.This risk-reversal strategy—that is, selling a put and buying a call with a higher strike price but the same expiration date—positions investors to buy Tesla stock at $925. Should the stock surge on earnings, and rally to, say, $1,200, the call would be worth $190.The strategy—admittedly a very aggressive one—expresses confidence that Tesla’s surprisingly strong fourth-quarter sales data foreshadow an impressive earnings report and constructive commentary about the future. If that proves wrong and the stock tumbles, investors will be on the hook to buy Tesla stock at the $925 put strike or to adjust the position in the options market to avoid assignment.During the past 52 weeks, Tesla stock has ranged from $539.49 to $1,243.49.NOV, at under $20 a share, is a less daring play. The amount of money needed to trade options on the stock is negligible.With NOV stock at $16.21, aggressive investors could sell the March $14 put that expires March 4 for about 35 cents and buy the March $19 call with the same expiration for about 35 cents.The trade expresses confidence that rising oil and gas prices will drive even more investors into the energy sector. When they arrive, NOV might prove to be an intriguing way to position. If NOV’s earnings report is accompanied by a good business outlook, investors would likely take notice—and that would benefit the stock.During the past 52 weeks, NOV stock has ranged from $11.46 to $18.02.The risk-reversal strategy was chosen to take advantage of some of the fear and greed that has warped options premiums as the stock market has declined.The calls are just inexpensive upside proxies that could prove profitable if Tesla’s and NOV’s earnings reports confirm the stocks are in secular bull markets and thus not as vulnerable to the broad market’s current woes. Selling puts that are lower than the associated stock prices—even if just a little—seems prudent as the market wavers.","news_type":1,"symbols_score_info":{"NOV":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630426034,"gmtCreate":1643026478146,"gmtModify":1643026567579,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630426034","repostId":"1106250133","repostType":4,"repost":{"id":"1106250133","kind":"news","pubTimestamp":1642977542,"share":"https://www.laohu8.com/m/news/1106250133?lang=&edition=full","pubTime":"2022-01-24 06:39","market":"us","language":"en","title":"Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106250133","media":"Barrons","summary":"It will be a packed week offourth-quarterearnings releases, with more than 100S&P 500companies scheduled to report.IBMandHalliburtonare Monday’s highlights, followed byMicrosoft,Verizon Communications","content":"<html><head></head><body><p>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&amp;P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson &amp; Johnson, and Lockheed Martin on Tuesday.</p><p>Tesla, AT&amp;T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/3d814c4db504737da550137d499ea1fe\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></p><p>The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.</p><p>Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.</p><p><b>Monday 1/24</b></p><p>Brown &amp; Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.</p><p><b>IHS Markit reports</b> its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.</p><p><b>Tuesday 1/25</b></p><p><b>The world’s two largest companies</b> release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.</p><p>3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson &amp; Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.</p><p><b>S&amp;P CoreLogic releases</b> its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.</p><p><b>Wednesday 1/26</b></p><p>Abbott Laboratories, Anthem, AT&amp;T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.</p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.</p><p><b>The Census Bureau</b> reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.</p><p><b>Thursday 1/27</b></p><p>Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.</p><p><b>The Bureau of Economic</b>Analysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.</p><p><b>Friday 1/28</b></p><p>Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.</p></body></html>","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, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week</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, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 06:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSX":"Phillips 66",".DJI":"道琼斯","ADM":"Archer Daniels Midland Co","IBM":"IBM","VZ":"Verizon Comms","TSLA":"特斯拉","AAPL":"苹果","JNJ":"强生","BA":"波音","MA":"万事达","AXP":"美国运通","NOW":"ServiceNow","T":"At&T","INTC":"英特尔","CMCSA":"康卡斯特","MCD":"麦当劳","HAL":"哈里伯顿",".SPX":"S&P 500 Index","GE":"GE航空航天","CVX":"雪佛龙","LMT":"洛克希德马丁","MMM":"3M",".IXIC":"NASDAQ Composite","MSFT":"微软","V":"Visa","CAT":"卡特彼勒"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106250133","content_text":"It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson & Johnson, and Lockheed Martin on Tuesday.Tesla, AT&T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.Monday 1/24Brown & Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.IHS Markit reports its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.Tuesday 1/25The world’s two largest companies release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson & Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.S&P CoreLogic releases its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.Wednesday 1/26Abbott Laboratories, Anthem, AT&T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.The Census Bureau reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.Thursday 1/27Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.The Bureau of EconomicAnalysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.Friday 1/28Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AAPL":0.9,"ADM":0.9,"AXP":0.9,"BA":0.9,"CAT":0.9,"CMCSA":0.9,"CVX":0.9,"GE":0.9,"HAL":0.9,"IBM":0.9,"INTC":0.9,"JNJ":0.9,"LMT":0.9,"MA":0.9,"MCD":0.9,"MMM":0.9,"MSFT":0.9,"NOW":0.9,"PSX":0.9,"T":0.9,"TSLA":0.9,"V":0.9,"VZ":0.9}},"isVote":1,"tweetType":1,"viewCount":2954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630651356,"gmtCreate":1642833479486,"gmtModify":1642833479829,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630651356","repostId":"2205042328","repostType":4,"isVote":1,"tweetType":1,"viewCount":2738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630653682,"gmtCreate":1642833326738,"gmtModify":1642833327086,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630653682","repostId":"2205029158","repostType":2,"repost":{"id":"2205029158","kind":"news","pubTimestamp":1642825560,"share":"https://www.laohu8.com/m/news/2205029158?lang=&edition=full","pubTime":"2022-01-22 12:26","market":"us","language":"zh","title":"英特尔宣布1000亿美元芯片投资计划，目标建成“全球最大芯片制造基地”","url":"https://stock-news.laohu8.com/highlight/detail?id=2205029158","media":"界面新闻","summary":"路透社1月22日消息，英特尔周五表示，将初步投资200亿美元在美国俄亥俄州建设两家芯片制造工厂，并计划最终投资多达1000亿美元，在俄亥俄州建造全球最大的芯片制造基地。据《华尔街日报》报道，英特尔CEO基辛格表示，英特尔将在新址生产一些最先进的处理器。基辛格指出，半导体行业的年总销售额刚刚超过5000亿美元，预计到2029年将增长一倍。基辛格说，供应缺口可能会持续到明年，甚至可能持续到2024年，但出现了未来几个月有所缓解的迹象。","content":"<div>\n<p>路透社1月22日消息，英特尔周五表示，将初步投资200亿美元在美国俄亥俄州建设两家芯片制造工厂，并计划最终投资多达1000亿美元，在俄亥俄州建造全球最大的芯片制造基地。\n据《华尔街日报》报道，英特尔CEO基辛格表示，英特尔将在新址生产一些最先进的处理器。他说，头两家工厂的规划将立即启动，预计将于2022年晚些时候开始建设，2025年投产。该公司还承诺出资1亿美元，与教育机构合作，建立人才管道，支持...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-01-22/detail-ikyamrmz6757765.d.html?vt=4\">Web Link</a>\n\n</div>\n","source":"sina_tech","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>英特尔宣布1000亿美元芯片投资计划，目标建成“全球最大芯片制造基地”</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\">\n英特尔宣布1000亿美元芯片投资计划，目标建成“全球最大芯片制造基地”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 12:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/it/2022-01-22/detail-ikyamrmz6757765.d.html?vt=4><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>路透社1月22日消息，英特尔周五表示，将初步投资200亿美元在美国俄亥俄州建设两家芯片制造工厂，并计划最终投资多达1000亿美元，在俄亥俄州建造全球最大的芯片制造基地。\n据《华尔街日报》报道，英特尔CEO基辛格表示，英特尔将在新址生产一些最先进的处理器。他说，头两家工厂的规划将立即启动，预计将于2022年晚些时候开始建设，2025年投产。该公司还承诺出资1亿美元，与教育机构合作，建立人才管道，支持...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-01-22/detail-ikyamrmz6757765.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20220122/366a-d12505d38281b0c64b2bafa7eb8660f4.jpg/w120h90l50t1bbb.jpg","relate_stocks":{"159813":"芯片","INTC":"英特尔","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4515":"5G概念","BK4141":"半导体产品","BK4512":"苹果概念","BK4529":"IDC概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓"},"source_url":"https://tech.sina.cn/it/2022-01-22/detail-ikyamrmz6757765.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205029158","content_text":"路透社1月22日消息，英特尔周五表示，将初步投资200亿美元在美国俄亥俄州建设两家芯片制造工厂，并计划最终投资多达1000亿美元，在俄亥俄州建造全球最大的芯片制造基地。\n据《华尔街日报》报道，英特尔CEO基辛格表示，英特尔将在新址生产一些最先进的处理器。他说，头两家工厂的规划将立即启动，预计将于2022年晚些时候开始建设，2025年投产。该公司还承诺出资1亿美元，与教育机构合作，建立人才管道，支持该地区的研究项目。\n基辛格指出，半导体行业的年总销售额刚刚超过5000亿美元，预计到2029年将增长一倍。他说，作为CEO，他的目标是扩大英特尔在这个不断增长的市场上的份额，所以必须以一倍以上的速度进行投资和扩大产能。\n基辛格说，供应缺口可能会持续到明年，甚至可能持续到2024年，但出现了未来几个月有所缓解的迹象。","news_type":1,"symbols_score_info":{"159813":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697732828,"gmtCreate":1642587946028,"gmtModify":1642588059334,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697732828","repostId":"2204037305","repostType":2,"repost":{"id":"2204037305","kind":"news","pubTimestamp":1642587741,"share":"https://www.laohu8.com/m/news/2204037305?lang=&edition=full","pubTime":"2022-01-19 18:22","market":"us","language":"zh","title":"天价收购动视暴雪，微软叫板腾讯、索尼？","url":"https://stock-news.laohu8.com/highlight/detail?id=2204037305","media":"《财经》杂志","summary":"美国当地时间1月18日，微软公司宣布了有史以来最大手笔的收购，这也是游戏行业史上最大的一笔收购。微软将以95美元每股的价格收购游戏公司动视暴雪(Nasdaq: ATVI)。以此价格计算，动视暴雪的股权","content":"<div>\n<p>美国当地时间1月18日，微软公司宣布了有史以来最大手笔的收购，这也是游戏行业史上最大的一笔收购。微软将以95美元每股的价格收购游戏公司动视暴雪(Nasdaq: ATVI)。以此价格计算，动视暴雪的股权估值约为740亿美元。微软称，收购将以全现金交易，经动视暴雪净现金调整后，交易价值为687亿美元。此次收购后，微软将成为游戏营收仅次于腾讯和索尼的第三大公司。这笔交易十分突然，事先没有任何征兆和传言。...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2022-01-19/doc-ikyakumy1366601.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n天价收购动视暴雪，微软叫板腾讯、索尼？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 18:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2022-01-19/doc-ikyakumy1366601.shtml><strong>《财经》杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国当地时间1月18日，微软公司宣布了有史以来最大手笔的收购，这也是游戏行业史上最大的一笔收购。微软将以95美元每股的价格收购游戏公司动视暴雪(Nasdaq: ATVI)。以此价格计算，动视暴雪的股权估值约为740亿美元。微软称，收购将以全现金交易，经动视暴雪净现金调整后，交易价值为687亿美元。此次收购后，微软将成为游戏营收仅次于腾讯和索尼的第三大公司。这笔交易十分突然，事先没有任何征兆和传言。...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2022-01-19/doc-ikyakumy1366601.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63bcdd40747dbacf61bd55b0f5f96a16","relate_stocks":{"BK4566":"资本集团","ATVI":"动视暴雪","BK4528":"SaaS概念","BK1521":"挪威政府全球养老基金持仓","BK4534":"瑞士信贷持仓","BK1502":"双十一","BK1586":"云计算","BK4085":"互动家庭娱乐","BK1531":"手游股","BK4503":"景林资产持仓","BK1589":"北水核心资产","BK4516":"特朗普概念","BK4550":"红杉资本持仓","MSFT":"微软","BK4548":"巴美列捷福持仓","BK4078":"消费电子产品","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4561":"索罗斯持仓","BK4504":"桥水持仓","BK4524":"宅经济概念","BK1526":"科网股","00700":"腾讯控股","BK1517":"云办公","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK4532":"文艺复兴科技持仓","BK1095":"互动媒体与服务","BK4538":"云计算","TCEHY":"腾讯控股ADR","BK4527":"明星科技股","BK4097":"系统软件","SONY":"索尼","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1591":"就地过年概念","BK4077":"互动媒体与服务"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2022-01-19/doc-ikyakumy1366601.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204037305","content_text":"美国当地时间1月18日，微软公司宣布了有史以来最大手笔的收购，这也是游戏行业史上最大的一笔收购。微软将以95美元每股的价格收购游戏公司动视暴雪(Nasdaq: ATVI)。以此价格计算，动视暴雪的股权估值约为740亿美元。微软称，收购将以全现金交易，经动视暴雪净现金调整后，交易价值为687亿美元。此次收购后，微软将成为游戏营收仅次于腾讯和索尼的第三大公司。这笔交易十分突然，事先没有任何征兆和传言。有美国暴雪公司的员工对《财经》记者表示，即便到一定级别的员工事先也毫不知情。此前，微软最大的收购是2016年以262亿美元收购社交Linkedin。而在游戏界，这笔收购则大幅刷新了上周Take Two对社交网络游戏公司Zynga 127亿美元的收购记录。Take Two是著名的《侠盗猎车》（GTA）系列的发行商，Zynga则开发了著名的社交游戏FarmVille。95美元每股的价格较动视暴雪前一交易日的股价溢价45%。交易公布后，动视暴雪股价较前一交易日上涨25.88%，收于82.31亿美元每股。微软则在大盘影响下下跌2.43%，收于302.65美元每股。当天，微软在游戏业务上最直接的竞争对手索尼股价暴跌12.58%，收于12440日元每股，这某种程度上也反映了收购的价值。游戏业务主要在移动端的腾讯股价则影响不大，当日收于455.8港币美股，较前一交易日微涨0.66%。微软大手笔收购缘由微软CEO萨提亚·纳德拉在收购后的电话会上表示，游戏是娱乐业里增长最快的市场，过去两年，人们大多彼此分开，游戏在帮助人们保持社区和归属感上起到关键作用。现在全世界有30亿游戏玩家，预计到2030年将达到45亿。纳德拉也将这笔交易和“元宇宙”拉上关系，他表示，元宇宙的前景不应该是单一、中心化的，而是要支持多个元宇宙平台，以及强大的内容、商业和应用的生态系统。在游戏领域，元宇宙是以内容为基础的社区和个人身份的集合，可以在任何设备上访问。将优秀的娱乐内容和新技术、社区、商业模式结合到一起，正是这笔交易的目的。以营收计，此次收购将使微软的游戏业务壮大超过一半。根据微软2021财年（2020年7月至2021年6月）的数据，其游戏业务营收为153.7亿美元，而动视暴雪在2021年11月的展望中预计2021年净营收将达到86.6亿美元。这笔交易震动游戏圈。动视暴雪旗下拥有多个在全球有广泛影响力的游戏品牌，最新的2021年三季报披露的月活玩家高达3.9亿人。动视暴雪是原动视公司在2007年与法国娱乐公司维旺迪合并，成立动视暴雪，由维旺迪控股。其后在2013年从维旺迪收购大部分股份后独立，并在2015年以59亿美元收购游戏公司国王公司（King）。这一系列并购重组也构成了动视暴雪当前旗下包括三大子板块，动视（Activision），代表作是射击游戏《使命召唤》（Call of Duty）系列；暴雪（Blizzard），开发了《星际争霸》、《魔兽争霸》、《暗黑破坏神》、《魔兽世界》、《炉石传说》、《守望先锋》等多个游戏史上有广泛影响力的游戏；国王公司开发了风靡全球的《糖果传奇》（Candy Crush），国王公司也是动视暴雪旗下月活最高的板块，2021年三季度月活高达2.45亿人。对于微软而言，此次收购进一步扩大了其游戏版图。自从纳德拉2014年初上任CEO之后，微软持续在游戏领域布局，此前典型的收购包括2014年以25亿美元收购Minecraft的开发商Mojang；2019年以75亿美元收购游戏发行商Zenimax Medix旗下的游戏开发公司Bethesda Softworks，后者开发了著名的开放世界游戏《上古卷轴》和《辐射》。此前，微软的游戏版图以主机、PC端游戏为主，收购动视暴雪后，借助国王公司的《糖果传奇》，其游戏触角将延伸至移动端。游戏竞争核心依然是内容值得一提的是，微软近年来在游戏领域的重要战略是跨平台体验和订阅服务。玩家只要付费成为Xbox Game Pass（XGP）订阅会员，就不必再单独为纳入XGP会员上的游戏付费，主机、PC可以通用，且微软第一方的游戏都会第一时间登陆XGP会员平台。而传统的单机游戏商业模式则是付费购买单独的游戏，且许多游戏是某一平台主机“独占”，并不会跨平台登陆。这种新型的商业模式，为微软争取到了更多玩家，XGP会员的订阅数在2021年增长38%，目前有2500多万订阅用户。另一方面，玩家决定是否加入XGP会员，最核心的原因就是平台上是否有足够吸引人的游戏。因此，尽管有着“元宇宙”的宏大前景，游戏市场竞争的核心依然是优质内容——也就是好游戏，这也是微软近年来不断出手收购第三方工作室的原因。对于国内的80后、90初生人的玩家而言，动视暴雪是一家有特殊情怀的公司。合并之前的暴雪娱乐，在90年代末年到2010年间发行多个游戏，都因领先业界的游戏品质和广泛的影响力，在玩家心中有着“暴雪出品，必属精品”的口碑。但近年暴雪的光环不再。2016年发行《守望先锋》之后，暴雪再也没有发行过具备全球影响力的游戏作品。更糟糕的是，公司管理也陷入泥潭。2021年，动视暴雪陷入了严重的性骚扰和性别待遇不平等丑闻的指控中，公司管理层和员工频繁流动，开发中的《守望先锋2》也不断推迟上市时间。2021年7月，加州监管机构对此向动视暴雪提起诉讼，至此次收购消息前，动视暴雪的股价已经跌去约30%，虽然在此期间动视暴雪的营收依然保持增长。此次消息公布后，前述美国暴雪员工对《财经》记者表示，关于收购案对公司的影响，他持“保守乐观”态度。目前，这一收购已经经过微软和暴雪董事会的批准，下一步还需通过监管审查和两家公司股东批准，预计在微软2023财年内完成。","news_type":1,"symbols_score_info":{"00700":1,"ATVI":1,"MSFT":1,"SNE":1,"SONY":1,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":2301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697736679,"gmtCreate":1642587835210,"gmtModify":1642588057181,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ECOR\">$Electrocore LLC(ECOR)$</a>gogogo👍","listText":"<a href=\"https://laohu8.com/S/ECOR\">$Electrocore LLC(ECOR)$</a>gogogo👍","text":"$Electrocore LLC(ECOR)$gogogo👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697736679","isVote":1,"tweetType":1,"viewCount":2526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697200845,"gmtCreate":1642474596549,"gmtModify":1642474947654,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Omg.... When it gonna up again....&nbsp;","listText":"Omg.... When it gonna up again....&nbsp;","text":"Omg.... When it gonna up again....","images":[{"img":"https://static.tigerbbs.com/8b8ef547ecf54a56a3e00ed84fc2ba19","width":"1080","height":"780"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697200845","isVote":1,"tweetType":1,"viewCount":2960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697677596,"gmtCreate":1642474451920,"gmtModify":1642474943272,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>&nbsp;omg when it gonna up again....&nbsp;","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>&nbsp;omg when it gonna up again....&nbsp;","text":"$Bionano Genomics(BNGO)$ omg when it gonna up again....","images":[{"img":"https://static.tigerbbs.com/c6aa60ce7e1ddf2b1c4a2e06da5ec140","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697677596","isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697677375,"gmtCreate":1642474232001,"gmtModify":1642474770951,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697677375","repostId":"1133140064","repostType":4,"repost":{"id":"1133140064","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642460381,"share":"https://www.laohu8.com/m/news/1133140064?lang=&edition=full","pubTime":"2022-01-18 06:59","market":"us","language":"zh","title":"昨夜今晨：大型科技公司面临新一轮监管潮！国际大行董事长辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=1133140064","media":"老虎资讯综合","summary":"报告显示由于新冠肺炎疫情对全球劳动力市场产生重大影响，2022年全球复苏将缓慢且不确定。南太平洋岛国汤加海域发生大规模火山爆发。公司新闻美国大型科技公司面临新一轮监管潮！瑞士第二大银行瑞士信贷董事长辞职，曾两次违反新冠防疫规定瑞士信贷银行董事长安东尼奥·奥尔塔-奥索里奥17日辞职，原因是违反了新冠疫情隔离规定。","content":"<html><head></head><body><blockquote><b>摘要：</b>因马丁路德金纪念日假期影响，美股周一休市一天；布油触及逾三年新高，美油升破84美元至两个月高位；黄金尝试上破1820美元；苹果被迫放宽支付规定，荷兰监管机构：将审查整改措施；瑞信风波不断！董事长因违反防疫规定下台&gt;&gt;&gt;</blockquote><p><b>国际市场</b></p><p><b>1月17日因马丁·路德·金纪念日，美股休市一天</b></p><p>1月17日（周一）为“马丁·路德·金纪念日”，美股休市一天，1月18日（周二）恢复正常交易。</p><p><b>欧股全线收涨，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.91%</b></p><p>德国DAX30指数涨0.34%，法国CAC40指数涨0.82%，英国<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>涨0.91%，西班牙IBEX35指数涨0.38%，意大利富时MIB指数涨0.5%，欧洲斯托克50指数涨0.74%。</p><p><b>国际原油期货结算价小幅收涨，布油涨0.49%</b></p><p>国际原油期货结算价小幅收涨，布伦特3月原油期货结算价收涨0.42美元，涨幅0.49%，报86.48美元/桶。</p><p><b>金价持稳，投资者在加息前景和Omicron威胁之间进行权衡</b></p><p>黄金价格在创下两个月来最佳单周涨幅后企稳，交易员在货币政策前景和美国新一轮冠状病毒疫情构成的威胁之间进行权衡。黄金价格保持在每盎司1800美元上方，此前金价2021年录得三年来首次下跌，因投资者开始反映货币政策收紧。</p><p><b>国际宏观</b></p><p><a href=\"https://laohu8.com/NW/2204774519\" target=\"_blank\"><b>福奇：尚且无法断言奥密克戎变异株标志着大流行病的结束</b></a></p><p>美国总统首席医学顾问安东尼·福奇博士表示，现在尚且无法断言奥密克戎变异株将标志着新冠疫情从大流行病演变为地方性流行病。“奥密克戎是否会是大家都希望的活病毒疫苗，这是一个悬而未决的问题，因为随着新的变异株的出现，有着很多的可变性，”福奇周一在世界经济论坛的达沃斯议程在线会议上表示。</p><p><a href=\"https://laohu8.com/NW/2204774519\" target=\"_blank\"><b>达利欧警告：通胀恐慌之际，脱离化石燃料不能操之过急</b></a></p><p>对冲基金桥水创始人瑞·达利欧警告称，脱离化石燃料的转型过程不能太快，并表示，通胀飙升之际，停止向该行业供应资金将会产生破坏稳定的效应。</p><p><b>国际劳工组织下调2022年全球劳动力市场复苏预测</b></p><p>总部位于瑞士日内瓦的国际劳工组织发布《世界就业和社会展望2022年趋势》报告。报告显示由于新冠肺炎疫情对全球劳动力市场产生重大影响，2022年全球复苏将缓慢且不确定。</p><p><b>欧元区国家财长会议同意对各国减债计划作出新安排</b></p><p>欧元区19国财政部长当地时间17日在欧盟总部布鲁塞尔举行会议，重点讨论了如何修改欧洲《稳定与增长公约》中关于政府债务上限的条款。欧盟委员会副主席东布罗斯基斯当天会后表示，各国基本同意修改原公约中比较严格的条款，而采取更符合实际也更可操作的办法。</p><p><b>17日美国东部超过5000万人收到冬季风暴警报</b></p><p>据美国有线电视新闻网（CNN）当地时间1月17日报道，冬季风暴持续侵袭美国东部，17日早间已经有超过5000万人收到风暴相关的极端天气警报。风暴带来的龙卷风、冻雨和大雪也席卷了从佛罗里达州到缅因州的部分地区。受风暴影响，航班取消和各地断电的问题也依旧严峻。</p><p><a href=\"https://laohu8.com/NW/1193920087\" target=\"_blank\"><b>汤加火山大爆发：对全球气候、经济有多大影响？</b></a></p><p>奥密克戎扰动全球之际，汤加火山爆发的消息再一次惊动人类社会的敏感神经。南太平洋岛国汤加海域发生大规模火山爆发。火山爆发令汤加互联网连接中断，美国、新西兰、日本、澳大利亚等国家也都发出不同程度的海啸警报。卫星探测结果表明，火山灰最高冲至约28千米高空，卫星云图上甚至可见爆发而上的蘑菇云。</p><p><b>公司新闻</b></p><p><a href=\"https://laohu8.com/NW/1126003111\" target=\"_blank\"><b>美国大型科技公司面临新一轮监管潮！这次影响有多大？</b></a></p><p>欧洲、亚洲和美国正在考虑出台新的法律，以防止大型科技公司利用自身市场力量抑制竞争，此外，新法律可能会涉及限制人脸识别等人工智能技术的使用。</p><p><a href=\"https://laohu8.com/NW/1166061934\" target=\"_blank\"><b>“苹果税”又遭重创！苹果向荷兰&#34;妥协&#34;</b></a></p><p>日前，苹果公司表示，将遵守荷兰消费者与市场监管局的裁决，允许用户在网上苹果商店下载约会软件时，可以使用除苹果系统外的另外两种支付方式。此外，当地时间1月11日，韩国通信委员会表示，苹果公司已经提交了其合规计划，将允许APP开发商在韩国提供第三方支付选项，并降低佣金费用。</p><p><a href=\"https://laohu8.com/NW/2204771743\" target=\"_blank\"><b>瑞士第二大银行瑞士信贷董事长辞职，曾两次违反新冠防疫规定</b></a></p><p>瑞士信贷银行董事长安东尼奥·奥尔塔-奥索里奥17日辞职，原因是违反了新冠疫情隔离规定。据英国广播公司（BBC）17日报道，瑞信开展的内部调查确认，去年7月奥尔塔-奥索里奥在英国观看温布尔顿网球公开赛决赛，而根据当时英国的新冠疫情旅行限制，他本应处于隔离中。此外，他还违反了瑞士的防疫规定。2021年11月28日，他乘飞机抵达瑞士，并于12月1日离境；而根据瑞士防疫规定，他入境后本应隔离10天。</p><p><a href=\"https://laohu8.com/NW/1198581637\" target=\"_blank\"><b>OYO最快本周获上市许可，寻求90亿美元的IPO估值</b></a></p><p>据报道，知情人士今日称，在与潜在投资者进行了初步的接触后，印度经济型连锁酒店OYO计划在IPO（首次公开招股）中寻求约90亿美元的估值。</p><p><a href=\"https://laohu8.com/NW/2204779576\" target=\"_blank\"><b>扩大新冠口服药全球生产版图，辉瑞签下法国CDMO提供原料药</b></a></p><p>法国医药CDMO（研发生产外包服务）公司Novasep宣布已经与辉瑞签订意向书，将加入该公司新冠蛋白酶抑制剂Paxlovid的全球供应链。据悉，这一项目也包含在辉瑞未来五年向法国投资5.2亿欧元的计划中。</p><p><a href=\"https://laohu8.com/NW/1172039194\" target=\"_blank\"><b>联合利华雄心勃勃搞收购，华尔街齐泼冷水</b></a></p><p>在500亿英镑（680亿美元）收购要约遭<a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>拒绝后，联合利华考虑提高报价。多位分析师对这笔交易持反对态度，称该交易没有意义，估值太高了。</p><p><a href=\"https://laohu8.com/NW/2204776320\" target=\"_blank\"><b>用工荒又来了！麦当劳在美国被迫缩短营业时间</b></a></p><p>麦当劳首席执行官Chris Kempczinski在接受Fox Businesses采访时表示，麦当劳正在限制个别商店的运营时间，以解决因新冠病毒感染人数增加而导致的劳动力短缺问题，一些商店可能会缩减多达10%的营业时间。</p><p><a href=\"https://laohu8.com/NW/2204577650\" target=\"_blank\"><b>美国感染病例激增之际，辉瑞和默沙东新冠口服药物供应正严重短缺</b></a></p><p>辉瑞和默沙东的新冠口服药物被认为是结束这场大流行的关键。然而，在美国Omicron感染病例激增之际，这些新冠口服药物正处于供应严重短缺、生产周期冗长的尴尬境地中。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：大型科技公司面临新一轮监管潮！国际大行董事长辞职</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：大型科技公司面临新一轮监管潮！国际大行董事长辞职\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-18 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：</b>因马丁路德金纪念日假期影响，美股周一休市一天；布油触及逾三年新高，美油升破84美元至两个月高位；黄金尝试上破1820美元；苹果被迫放宽支付规定，荷兰监管机构：将审查整改措施；瑞信风波不断！董事长因违反防疫规定下台&gt;&gt;&gt;</blockquote><p><b>国际市场</b></p><p><b>1月17日因马丁·路德·金纪念日，美股休市一天</b></p><p>1月17日（周一）为“马丁·路德·金纪念日”，美股休市一天，1月18日（周二）恢复正常交易。</p><p><b>欧股全线收涨，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.91%</b></p><p>德国DAX30指数涨0.34%，法国CAC40指数涨0.82%，英国<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>涨0.91%，西班牙IBEX35指数涨0.38%，意大利富时MIB指数涨0.5%，欧洲斯托克50指数涨0.74%。</p><p><b>国际原油期货结算价小幅收涨，布油涨0.49%</b></p><p>国际原油期货结算价小幅收涨，布伦特3月原油期货结算价收涨0.42美元，涨幅0.49%，报86.48美元/桶。</p><p><b>金价持稳，投资者在加息前景和Omicron威胁之间进行权衡</b></p><p>黄金价格在创下两个月来最佳单周涨幅后企稳，交易员在货币政策前景和美国新一轮冠状病毒疫情构成的威胁之间进行权衡。黄金价格保持在每盎司1800美元上方，此前金价2021年录得三年来首次下跌，因投资者开始反映货币政策收紧。</p><p><b>国际宏观</b></p><p><a href=\"https://laohu8.com/NW/2204774519\" target=\"_blank\"><b>福奇：尚且无法断言奥密克戎变异株标志着大流行病的结束</b></a></p><p>美国总统首席医学顾问安东尼·福奇博士表示，现在尚且无法断言奥密克戎变异株将标志着新冠疫情从大流行病演变为地方性流行病。“奥密克戎是否会是大家都希望的活病毒疫苗，这是一个悬而未决的问题，因为随着新的变异株的出现，有着很多的可变性，”福奇周一在世界经济论坛的达沃斯议程在线会议上表示。</p><p><a href=\"https://laohu8.com/NW/2204774519\" target=\"_blank\"><b>达利欧警告：通胀恐慌之际，脱离化石燃料不能操之过急</b></a></p><p>对冲基金桥水创始人瑞·达利欧警告称，脱离化石燃料的转型过程不能太快，并表示，通胀飙升之际，停止向该行业供应资金将会产生破坏稳定的效应。</p><p><b>国际劳工组织下调2022年全球劳动力市场复苏预测</b></p><p>总部位于瑞士日内瓦的国际劳工组织发布《世界就业和社会展望2022年趋势》报告。报告显示由于新冠肺炎疫情对全球劳动力市场产生重大影响，2022年全球复苏将缓慢且不确定。</p><p><b>欧元区国家财长会议同意对各国减债计划作出新安排</b></p><p>欧元区19国财政部长当地时间17日在欧盟总部布鲁塞尔举行会议，重点讨论了如何修改欧洲《稳定与增长公约》中关于政府债务上限的条款。欧盟委员会副主席东布罗斯基斯当天会后表示，各国基本同意修改原公约中比较严格的条款，而采取更符合实际也更可操作的办法。</p><p><b>17日美国东部超过5000万人收到冬季风暴警报</b></p><p>据美国有线电视新闻网（CNN）当地时间1月17日报道，冬季风暴持续侵袭美国东部，17日早间已经有超过5000万人收到风暴相关的极端天气警报。风暴带来的龙卷风、冻雨和大雪也席卷了从佛罗里达州到缅因州的部分地区。受风暴影响，航班取消和各地断电的问题也依旧严峻。</p><p><a href=\"https://laohu8.com/NW/1193920087\" target=\"_blank\"><b>汤加火山大爆发：对全球气候、经济有多大影响？</b></a></p><p>奥密克戎扰动全球之际，汤加火山爆发的消息再一次惊动人类社会的敏感神经。南太平洋岛国汤加海域发生大规模火山爆发。火山爆发令汤加互联网连接中断，美国、新西兰、日本、澳大利亚等国家也都发出不同程度的海啸警报。卫星探测结果表明，火山灰最高冲至约28千米高空，卫星云图上甚至可见爆发而上的蘑菇云。</p><p><b>公司新闻</b></p><p><a href=\"https://laohu8.com/NW/1126003111\" target=\"_blank\"><b>美国大型科技公司面临新一轮监管潮！这次影响有多大？</b></a></p><p>欧洲、亚洲和美国正在考虑出台新的法律，以防止大型科技公司利用自身市场力量抑制竞争，此外，新法律可能会涉及限制人脸识别等人工智能技术的使用。</p><p><a href=\"https://laohu8.com/NW/1166061934\" target=\"_blank\"><b>“苹果税”又遭重创！苹果向荷兰&#34;妥协&#34;</b></a></p><p>日前，苹果公司表示，将遵守荷兰消费者与市场监管局的裁决，允许用户在网上苹果商店下载约会软件时，可以使用除苹果系统外的另外两种支付方式。此外，当地时间1月11日，韩国通信委员会表示，苹果公司已经提交了其合规计划，将允许APP开发商在韩国提供第三方支付选项，并降低佣金费用。</p><p><a href=\"https://laohu8.com/NW/2204771743\" target=\"_blank\"><b>瑞士第二大银行瑞士信贷董事长辞职，曾两次违反新冠防疫规定</b></a></p><p>瑞士信贷银行董事长安东尼奥·奥尔塔-奥索里奥17日辞职，原因是违反了新冠疫情隔离规定。据英国广播公司（BBC）17日报道，瑞信开展的内部调查确认，去年7月奥尔塔-奥索里奥在英国观看温布尔顿网球公开赛决赛，而根据当时英国的新冠疫情旅行限制，他本应处于隔离中。此外，他还违反了瑞士的防疫规定。2021年11月28日，他乘飞机抵达瑞士，并于12月1日离境；而根据瑞士防疫规定，他入境后本应隔离10天。</p><p><a href=\"https://laohu8.com/NW/1198581637\" target=\"_blank\"><b>OYO最快本周获上市许可，寻求90亿美元的IPO估值</b></a></p><p>据报道，知情人士今日称，在与潜在投资者进行了初步的接触后，印度经济型连锁酒店OYO计划在IPO（首次公开招股）中寻求约90亿美元的估值。</p><p><a href=\"https://laohu8.com/NW/2204779576\" target=\"_blank\"><b>扩大新冠口服药全球生产版图，辉瑞签下法国CDMO提供原料药</b></a></p><p>法国医药CDMO（研发生产外包服务）公司Novasep宣布已经与辉瑞签订意向书，将加入该公司新冠蛋白酶抑制剂Paxlovid的全球供应链。据悉，这一项目也包含在辉瑞未来五年向法国投资5.2亿欧元的计划中。</p><p><a href=\"https://laohu8.com/NW/1172039194\" target=\"_blank\"><b>联合利华雄心勃勃搞收购，华尔街齐泼冷水</b></a></p><p>在500亿英镑（680亿美元）收购要约遭<a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>拒绝后，联合利华考虑提高报价。多位分析师对这笔交易持反对态度，称该交易没有意义，估值太高了。</p><p><a href=\"https://laohu8.com/NW/2204776320\" target=\"_blank\"><b>用工荒又来了！麦当劳在美国被迫缩短营业时间</b></a></p><p>麦当劳首席执行官Chris Kempczinski在接受Fox Businesses采访时表示，麦当劳正在限制个别商店的运营时间，以解决因新冠病毒感染人数增加而导致的劳动力短缺问题，一些商店可能会缩减多达10%的营业时间。</p><p><a href=\"https://laohu8.com/NW/2204577650\" target=\"_blank\"><b>美国感染病例激增之际，辉瑞和默沙东新冠口服药物供应正严重短缺</b></a></p><p>辉瑞和默沙东的新冠口服药物被认为是结束这场大流行的关键。然而，在美国Omicron感染病例激增之际，这些新冠口服药物正处于供应严重短缺、生产周期冗长的尴尬境地中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133140064","content_text":"摘要：因马丁路德金纪念日假期影响，美股周一休市一天；布油触及逾三年新高，美油升破84美元至两个月高位；黄金尝试上破1820美元；苹果被迫放宽支付规定，荷兰监管机构：将审查整改措施；瑞信风波不断！董事长因违反防疫规定下台>>>国际市场1月17日因马丁·路德·金纪念日，美股休市一天1月17日（周一）为“马丁·路德·金纪念日”，美股休市一天，1月18日（周二）恢复正常交易。欧股全线收涨，英国富时100指数涨0.91%德国DAX30指数涨0.34%，法国CAC40指数涨0.82%，英国富时100指数涨0.91%，西班牙IBEX35指数涨0.38%，意大利富时MIB指数涨0.5%，欧洲斯托克50指数涨0.74%。国际原油期货结算价小幅收涨，布油涨0.49%国际原油期货结算价小幅收涨，布伦特3月原油期货结算价收涨0.42美元，涨幅0.49%，报86.48美元/桶。金价持稳，投资者在加息前景和Omicron威胁之间进行权衡黄金价格在创下两个月来最佳单周涨幅后企稳，交易员在货币政策前景和美国新一轮冠状病毒疫情构成的威胁之间进行权衡。黄金价格保持在每盎司1800美元上方，此前金价2021年录得三年来首次下跌，因投资者开始反映货币政策收紧。国际宏观福奇：尚且无法断言奥密克戎变异株标志着大流行病的结束美国总统首席医学顾问安东尼·福奇博士表示，现在尚且无法断言奥密克戎变异株将标志着新冠疫情从大流行病演变为地方性流行病。“奥密克戎是否会是大家都希望的活病毒疫苗，这是一个悬而未决的问题，因为随着新的变异株的出现，有着很多的可变性，”福奇周一在世界经济论坛的达沃斯议程在线会议上表示。达利欧警告：通胀恐慌之际，脱离化石燃料不能操之过急对冲基金桥水创始人瑞·达利欧警告称，脱离化石燃料的转型过程不能太快，并表示，通胀飙升之际，停止向该行业供应资金将会产生破坏稳定的效应。国际劳工组织下调2022年全球劳动力市场复苏预测总部位于瑞士日内瓦的国际劳工组织发布《世界就业和社会展望2022年趋势》报告。报告显示由于新冠肺炎疫情对全球劳动力市场产生重大影响，2022年全球复苏将缓慢且不确定。欧元区国家财长会议同意对各国减债计划作出新安排欧元区19国财政部长当地时间17日在欧盟总部布鲁塞尔举行会议，重点讨论了如何修改欧洲《稳定与增长公约》中关于政府债务上限的条款。欧盟委员会副主席东布罗斯基斯当天会后表示，各国基本同意修改原公约中比较严格的条款，而采取更符合实际也更可操作的办法。17日美国东部超过5000万人收到冬季风暴警报据美国有线电视新闻网（CNN）当地时间1月17日报道，冬季风暴持续侵袭美国东部，17日早间已经有超过5000万人收到风暴相关的极端天气警报。风暴带来的龙卷风、冻雨和大雪也席卷了从佛罗里达州到缅因州的部分地区。受风暴影响，航班取消和各地断电的问题也依旧严峻。汤加火山大爆发：对全球气候、经济有多大影响？奥密克戎扰动全球之际，汤加火山爆发的消息再一次惊动人类社会的敏感神经。南太平洋岛国汤加海域发生大规模火山爆发。火山爆发令汤加互联网连接中断，美国、新西兰、日本、澳大利亚等国家也都发出不同程度的海啸警报。卫星探测结果表明，火山灰最高冲至约28千米高空，卫星云图上甚至可见爆发而上的蘑菇云。公司新闻美国大型科技公司面临新一轮监管潮！这次影响有多大？欧洲、亚洲和美国正在考虑出台新的法律，以防止大型科技公司利用自身市场力量抑制竞争，此外，新法律可能会涉及限制人脸识别等人工智能技术的使用。“苹果税”又遭重创！苹果向荷兰\"妥协\"日前，苹果公司表示，将遵守荷兰消费者与市场监管局的裁决，允许用户在网上苹果商店下载约会软件时，可以使用除苹果系统外的另外两种支付方式。此外，当地时间1月11日，韩国通信委员会表示，苹果公司已经提交了其合规计划，将允许APP开发商在韩国提供第三方支付选项，并降低佣金费用。瑞士第二大银行瑞士信贷董事长辞职，曾两次违反新冠防疫规定瑞士信贷银行董事长安东尼奥·奥尔塔-奥索里奥17日辞职，原因是违反了新冠疫情隔离规定。据英国广播公司（BBC）17日报道，瑞信开展的内部调查确认，去年7月奥尔塔-奥索里奥在英国观看温布尔顿网球公开赛决赛，而根据当时英国的新冠疫情旅行限制，他本应处于隔离中。此外，他还违反了瑞士的防疫规定。2021年11月28日，他乘飞机抵达瑞士，并于12月1日离境；而根据瑞士防疫规定，他入境后本应隔离10天。OYO最快本周获上市许可，寻求90亿美元的IPO估值据报道，知情人士今日称，在与潜在投资者进行了初步的接触后，印度经济型连锁酒店OYO计划在IPO（首次公开招股）中寻求约90亿美元的估值。扩大新冠口服药全球生产版图，辉瑞签下法国CDMO提供原料药法国医药CDMO（研发生产外包服务）公司Novasep宣布已经与辉瑞签订意向书，将加入该公司新冠蛋白酶抑制剂Paxlovid的全球供应链。据悉，这一项目也包含在辉瑞未来五年向法国投资5.2亿欧元的计划中。联合利华雄心勃勃搞收购，华尔街齐泼冷水在500亿英镑（680亿美元）收购要约遭葛兰素史克拒绝后，联合利华考虑提高报价。多位分析师对这笔交易持反对态度，称该交易没有意义，估值太高了。用工荒又来了！麦当劳在美国被迫缩短营业时间麦当劳首席执行官Chris Kempczinski在接受Fox Businesses采访时表示，麦当劳正在限制个别商店的运营时间，以解决因新冠病毒感染人数增加而导致的劳动力短缺问题，一些商店可能会缩减多达10%的营业时间。美国感染病例激增之际，辉瑞和默沙东新冠口服药物供应正严重短缺辉瑞和默沙东的新冠口服药物被认为是结束这场大流行的关键。然而，在美国Omicron感染病例激增之际，这些新冠口服药物正处于供应严重短缺、生产周期冗长的尴尬境地中。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697872814,"gmtCreate":1642422140151,"gmtModify":1642422140490,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697872814","repostId":"1178880424","repostType":4,"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697872100,"gmtCreate":1642422116362,"gmtModify":1642422116666,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697872100","repostId":"2204261607","repostType":4,"repost":{"id":"2204261607","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200"},"pubTimestamp":1642386870,"share":"https://www.laohu8.com/m/news/2204261607?lang=&edition=full","pubTime":"2022-01-17 10:34","market":"sh","language":"zh","title":"贝莱德基金陆文杰：2022年港股投资窗口已打开","url":"https://stock-news.laohu8.com/highlight/detail?id=2204261607","media":"中国基金报","summary":"贝莱德基金陆文杰： 2022年港股投资窗口已打开中国基金报记者 曹雯璟2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德港股通远景视野获批，2022年1月4日发行。港股投资机会“比比皆是”展望后市，陆文杰认为，2022年港股机会可能优于A股。","content":"<div>\n<p>2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贝莱德基金陆文杰：2022年港股投资窗口已打开\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-17 10:34 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/769dc8865e0dc507ddea5079c2429001","relate_stocks":{"HSCEI":"国企指数","DSU":"贝莱德基金","HSCCI":"红筹指数","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204261607","content_text":"2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德港股通远景视野获批，2022年1月4日发行。该基金由陆文杰、单秀丽拟任基金经理。陆文杰此前曾担任瑞银证券中国股票策略师。陆文杰介绍，贝莱德港股通远景视野基金采用创新投顾模式，贝莱德集团在香港的全球新兴市场团队作为产品的投顾，提供港股市场投资建议。对中国的股票，贝莱德基金则会以全球配置的思路，注重长远，关注基本面。“这个产品非现金资产80%以上是投资港股的。希望能够借助这个产品，把贝莱德全球投研平台的特殊价值带给内地的投资者。”之所以采取“投顾模式”，陆文杰表示，主要是考虑到港股市场与A股市场有差异。港股市场是包括香港本地机构、全球资金、南下资金等多股力量博弈的市场，贝莱德集团在港股市场，作为大机构投资者，经历多轮牛熊考验，积累了丰富的经验。此外，贝莱德集团还有全球投研资源的支持体系。“在全球投资视野下，我们可以横向对比各市场同一行业的投资机会。贝莱德集团的Aladdin（阿拉丁）风险管理系统也能给香港的全球新兴市场股票团队提供强大支持。”港股投资机会“比比皆是”展望后市，陆文杰认为，2022年港股机会可能优于A股。“经过去年的大幅度下跌，港股股票估值已经比较低，大部分行业的估值在历史中位数以下。而且，投资者预期也较低。从PE看，港股是全球主要市场中最低的，港股主板估值比A股低15%~20%。恒生科技的估值只是A股创业板的1/3。陆文杰提到，随着经济回暖，“稳增长”基调明显，政策上可能会推出有利于经济稳定的政策。2022年很多行业的盈利将有所增长。港股市场上市公司以中下游企业为主，去年上游原材料价格上涨，利润被挤压。CPI和PPI剪刀差缩窄，中下游消费品利润会改善。陆文杰强调，估值低、基本面改善不意味着可以炒港股的反弹。配置港股，是资产配置的需要。“港股相对A股有折价，但并不是说A股行情会在港股重新演绎一遍，两个市场逻辑不同。港股的机会是多元宽泛的，各个行业、各个主题都有机会，而A股往往会聚焦在一些特别热门的赛道。”在板块和行业方面，陆文杰看好多个方向，包括消费、互联网、生物医药等。“受疫情、原材料价格上涨等因素影响，2021年消费行业表现不佳。目前原材料价格上涨有所缓解，下游消费品，比如白酒、奶茶店、快递等日用品都在涨价，消费行业有很大的恢复潜力。而且，消费板块有很多好公司，如体育用品、乳业等，成长性好且估值便宜。对于港股的互联网科技类企业，陆文杰认为，他们在2021年受到较严的行业监管政策影响，估值遭到压制，跌得最惨。但目前政策方向转向，稳增长的基调下，有紧缩效应的政策会谨慎出台。“中国互联网企业的核心优势和竞争力在创新能力，它们拥有巨大且有粘性的客户和数据基础，新的创新应该会出现。在目前估值下，如果政策改善，游戏、社区、线上服务，元宇宙等都是可以投资的方向。此外，港股一些传统的被国际金融机构看好的行业，如生物医药，陆文杰认为也存在机会。其中的CXO（医药研发与外包服务）领域，中国的公司在全球药品研发和制造上的成本和质量优势不可替代，疫情带来的医疗和药品研发方面需求很强。最后，陆文杰也看好一些散落在公用事业、金融、原材料等各行业被低估的公司。稳增长政策利好的基建方面的受益企业也是他关注的方向。","news_type":1,"symbols_score_info":{"DSU":0,"HSCCI":0,"HSCEI":0,"HSI":0,"HSTECH":0}},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697872924,"gmtCreate":1642422094530,"gmtModify":1642422094869,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697872924","repostId":"2204261607","repostType":4,"repost":{"id":"2204261607","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200"},"pubTimestamp":1642386870,"share":"https://www.laohu8.com/m/news/2204261607?lang=&edition=full","pubTime":"2022-01-17 10:34","market":"sh","language":"zh","title":"贝莱德基金陆文杰：2022年港股投资窗口已打开","url":"https://stock-news.laohu8.com/highlight/detail?id=2204261607","media":"中国基金报","summary":"贝莱德基金陆文杰： 2022年港股投资窗口已打开中国基金报记者 曹雯璟2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德港股通远景视野获批，2022年1月4日发行。港股投资机会“比比皆是”展望后市，陆文杰认为，2022年港股机会可能优于A股。","content":"<div>\n<p>2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贝莱德基金陆文杰：2022年港股投资窗口已打开\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-17 10:34 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/769dc8865e0dc507ddea5079c2429001","relate_stocks":{"HSCEI":"国企指数","DSU":"贝莱德基金","HSCCI":"红筹指数","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204261607","content_text":"2021年，港股市场经历了不小的调整，2022年是否可以迎来调整后的机遇？贝莱德基金投资总监、贝莱德港股通远景视野基金拟任基金经理陆文杰表示，今年，港股的机会可能优于A股；消费、互联网、生物医药等是他重点关注的方向。全球化视角 创新投顾模式公开资料显示，2021年6月，贝莱德基金拿到公募业务牌照，成为首家外资公募：2021年9月，贝莱德基金成立第一只公募基金产品；2021年底，第二只公募产品贝莱德港股通远景视野获批，2022年1月4日发行。该基金由陆文杰、单秀丽拟任基金经理。陆文杰此前曾担任瑞银证券中国股票策略师。陆文杰介绍，贝莱德港股通远景视野基金采用创新投顾模式，贝莱德集团在香港的全球新兴市场团队作为产品的投顾，提供港股市场投资建议。对中国的股票，贝莱德基金则会以全球配置的思路，注重长远，关注基本面。“这个产品非现金资产80%以上是投资港股的。希望能够借助这个产品，把贝莱德全球投研平台的特殊价值带给内地的投资者。”之所以采取“投顾模式”，陆文杰表示，主要是考虑到港股市场与A股市场有差异。港股市场是包括香港本地机构、全球资金、南下资金等多股力量博弈的市场，贝莱德集团在港股市场，作为大机构投资者，经历多轮牛熊考验，积累了丰富的经验。此外，贝莱德集团还有全球投研资源的支持体系。“在全球投资视野下，我们可以横向对比各市场同一行业的投资机会。贝莱德集团的Aladdin（阿拉丁）风险管理系统也能给香港的全球新兴市场股票团队提供强大支持。”港股投资机会“比比皆是”展望后市，陆文杰认为，2022年港股机会可能优于A股。“经过去年的大幅度下跌，港股股票估值已经比较低，大部分行业的估值在历史中位数以下。而且，投资者预期也较低。从PE看，港股是全球主要市场中最低的，港股主板估值比A股低15%~20%。恒生科技的估值只是A股创业板的1/3。陆文杰提到，随着经济回暖，“稳增长”基调明显，政策上可能会推出有利于经济稳定的政策。2022年很多行业的盈利将有所增长。港股市场上市公司以中下游企业为主，去年上游原材料价格上涨，利润被挤压。CPI和PPI剪刀差缩窄，中下游消费品利润会改善。陆文杰强调，估值低、基本面改善不意味着可以炒港股的反弹。配置港股，是资产配置的需要。“港股相对A股有折价，但并不是说A股行情会在港股重新演绎一遍，两个市场逻辑不同。港股的机会是多元宽泛的，各个行业、各个主题都有机会，而A股往往会聚焦在一些特别热门的赛道。”在板块和行业方面，陆文杰看好多个方向，包括消费、互联网、生物医药等。“受疫情、原材料价格上涨等因素影响，2021年消费行业表现不佳。目前原材料价格上涨有所缓解，下游消费品，比如白酒、奶茶店、快递等日用品都在涨价，消费行业有很大的恢复潜力。而且，消费板块有很多好公司，如体育用品、乳业等，成长性好且估值便宜。对于港股的互联网科技类企业，陆文杰认为，他们在2021年受到较严的行业监管政策影响，估值遭到压制，跌得最惨。但目前政策方向转向，稳增长的基调下，有紧缩效应的政策会谨慎出台。“中国互联网企业的核心优势和竞争力在创新能力，它们拥有巨大且有粘性的客户和数据基础，新的创新应该会出现。在目前估值下，如果政策改善，游戏、社区、线上服务，元宇宙等都是可以投资的方向。此外，港股一些传统的被国际金融机构看好的行业，如生物医药，陆文杰认为也存在机会。其中的CXO（医药研发与外包服务）领域，中国的公司在全球药品研发和制造上的成本和质量优势不可替代，疫情带来的医疗和药品研发方面需求很强。最后，陆文杰也看好一些散落在公用事业、金融、原材料等各行业被低估的公司。稳增长政策利好的基建方面的受益企业也是他关注的方向。","news_type":1,"symbols_score_info":{"DSU":0,"HSCCI":0,"HSCEI":0,"HSI":0,"HSTECH":0}},"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697343772,"gmtCreate":1642313142804,"gmtModify":1642313143093,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697343772","repostId":"1126777532","repostType":4,"isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696961954,"gmtCreate":1640601372843,"gmtModify":1640601545423,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696961954","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<div>\n<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week</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{ 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}\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\">\nSanta Claus Rally watch: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4541":"氢能源","FCEL":"燃料电池能源","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4096":"电气部件与设备"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698310824,"gmtCreate":1640303526780,"gmtModify":1640303527878,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698310824","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698006426,"gmtCreate":1640254351872,"gmtModify":1640254352152,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698006426","repostId":"2193422197","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691821824,"gmtCreate":1640169769644,"gmtModify":1640169770812,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691821824","repostId":"1143400646","repostType":4,"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691035278,"gmtCreate":1640096960926,"gmtModify":1640096961246,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691035278","repostId":"1172622709","repostType":4,"repost":{"id":"1172622709","kind":"news","pubTimestamp":1640096106,"share":"https://www.laohu8.com/m/news/1172622709?lang=&edition=full","pubTime":"2021-12-21 22:15","market":"us","language":"en","title":"U.S. current account deficit widens to biggest in 15 years in Q3","url":"https://stock-news.laohu8.com/highlight/detail?id=1172622709","media":"Reuters","summary":"WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarte","content":"<p>WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarter amid a record increase in imports as businesses rushed to replenish depleted inventories.</p>\n<p>The Commerce Department said on Tuesday that the current account deficit, which measures the flow of goods, services and investments into and out of the country, accelerated 8.3% to $214.8 billion last quarter. That was the biggest shortfall since the third quarter of 2006.</p>\n<p>Data for the second quarter was revised to show a $198.3 billion deficit, instead of $190.3 billion as previously reported. Economists polled by Reuters had forecast a $205.0 billion deficit last quarter.</p>\n<p>The current account gap represented 3.7% of gross domestic product. That was the largest share since the fourth quarter of 2008 and was up from 3.5% in the April-June quarter.</p>\n<p>Still, the deficit remains below a peak of 6.3% of GDP in the fourth quarter of 2005 as the United States is now a net exporter of crude oil and fuel.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. current account deficit widens to biggest in 15 years in Q3</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. current account deficit widens to biggest in 15 years in Q3\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/u-current-account-deficit-widens-135406392.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarter amid a record increase in imports as businesses rushed to replenish depleted inventories.\nThe ...</p>\n\n<a href=\"https://finance.yahoo.com/news/u-current-account-deficit-widens-135406392.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"},"source_url":"https://finance.yahoo.com/news/u-current-account-deficit-widens-135406392.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172622709","content_text":"WASHINGTON (Reuters) - The U.S. current account deficit surged to a 15-year high in the third quarter amid a record increase in imports as businesses rushed to replenish depleted inventories.\nThe Commerce Department said on Tuesday that the current account deficit, which measures the flow of goods, services and investments into and out of the country, accelerated 8.3% to $214.8 billion last quarter. That was the biggest shortfall since the third quarter of 2006.\nData for the second quarter was revised to show a $198.3 billion deficit, instead of $190.3 billion as previously reported. Economists polled by Reuters had forecast a $205.0 billion deficit last quarter.\nThe current account gap represented 3.7% of gross domestic product. That was the largest share since the fourth quarter of 2008 and was up from 3.5% in the April-June quarter.\nStill, the deficit remains below a peak of 6.3% of GDP in the fourth quarter of 2005 as the United States is now a net exporter of crude oil and fuel.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693386204,"gmtCreate":1639971248282,"gmtModify":1639971274883,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693386204","repostId":"1183475424","repostType":4,"repost":{"id":"1183475424","kind":"news","pubTimestamp":1639967829,"share":"https://www.laohu8.com/m/news/1183475424?lang=&edition=full","pubTime":"2021-12-20 10:37","market":"us","language":"en","title":"Apple Stock: The Strongest Shield Against Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1183475424","media":"Seeking Alpha","summary":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to a","content":"<p><b>Summary</b></p>\n<ul>\n <li>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li>\n <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li>\n <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li>\n <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li>\n <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p>\n<p>As one of the world’s best performing stocks, Apple(NASDAQ:AAPL)&nbsp;has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by&nbsp;more than 220x&nbsp;since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p>\n<p>And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to&nbsp;$30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in&nbsp;July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p>\n<p>While rate hikes typically cause investors to turn risk averse due to concerns over&nbsp;faster erosion of value on future gains&nbsp;and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p>\n<p>With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p>\n<p><b>FY 2021 Overview and Recap of Fundamental Prospects</b></p>\n<p>Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p>\n<p><b>Key Developments in Products</b></p>\n<p>iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by&nbsp;attracting switchers&nbsp;from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by&nbsp;strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like&nbsp;Verizon&nbsp;and&nbsp;AT&amp;T&nbsp;have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend&nbsp;more than $700 billion&nbsp;over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p>\n<p>Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the&nbsp;all-new M1-powered iMac&nbsp;earlier this year, Apple also unveiled the&nbsp;reimagined M1-Pro / M1-Max powered MacBook Pro&nbsp;in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped&nbsp;over 3.2 million units&nbsp;of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a&nbsp;$224.3 billion&nbsp;and$600 billion&nbsp;market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p>\n<p>Recent speculations on Apple’s intentions to&nbsp;strengthen its in-house chip development capacity&nbsp;will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p>\n<p><b>Key Developments in Services</b></p>\n<p>On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include&nbsp;Spatial Audio and Lossless Audiofor Apple Music and the&nbsp;Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a&nbsp;projected value of $61 billion&nbsp;over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the&nbsp;Apple One bundle&nbsp;is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p>\n<p>Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of&nbsp;more than $400 billion&nbsp;over the next five years. With AAPL hosting&nbsp;one of the largest and most used app stores&nbsp;in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite&nbsp;mounting global regulatory scrutiny&nbsp;over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing&nbsp;legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in&nbsp;delaying App Store changes&nbsp;ordered by U.S. District Judge Yvonne Gonzalez Rogers in&nbsp;September&nbsp;as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p>\n<p>Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by&nbsp;at most $4 billion per year&nbsp;which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p>\n<p><b>Key Catalysts Ahead</b></p>\n<p>Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a&nbsp;VR headset and AR glasses&nbsp;by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p>\n<p>Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an&nbsp;$800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p>\n<p>Speculations on Apple’s ongoing development of&nbsp;a self-driving electric car&nbsp;is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of&nbsp;more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p>\n<p>While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by&nbsp;at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p>\n<p><b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p>\n<p>Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our&nbsp;most recent analysis&nbsp;on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p>\n<p><img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p>\n<p><i>i. Base Case Financial Projections:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p>\n<p>Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p>\n<p>The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p>\n<p><i>i. Base Case Valuation Analysis:</i></p>\n<p><img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p>\n<p><i>ii. Sensitivity Analysis:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p><b>Conclusion</b></p>\n<p>Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</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 Stock: The Strongest Shield Against Rate Hikes</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\">\nApple Stock: The Strongest Shield Against Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes\">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://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183475424","content_text":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\nWhile rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.\nApple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.\nIts strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.\nAs such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.\n\nguvendemir/iStock Unreleased via Getty Images\nAs one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.\nAnd Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.\nSource: Bloomberg\nWhile rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.\nWith the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.\nFY 2021 Overview and Recap of Fundamental Prospects\nFiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.\nKey Developments in Products\niPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.\nMac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.\nRecent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.\nKey Developments in Services\nOn the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.\nContinued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.\nCurrently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.\nKey Catalysts Ahead\nApple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.\nOver the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.\nSpeculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.\nWhile Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.\nValuation Prospects and Potential Impacts from the Impending Rate Increases\nAdjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.\n\ni. Base Case Financial Projections:\nSource: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.\nDrawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.\nSource: Author, with data from our internal valuation analysis.\nThe revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.\nThe valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.\ni. Base Case Valuation Analysis:\n\nii. Sensitivity Analysis:\nSource: Author, with data from our internal valuation analysis.\nConclusion\nBased on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699531788,"gmtCreate":1639834899301,"gmtModify":1639834899621,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699531788","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohu8.com/m/news/1116106959?lang=&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p>\n<p>All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p>\n<p>Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p>\n<p>The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p>\n<p>All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p>\n<p>Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p>\n<p>Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p>\n<p>\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p>\n<p>Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p>\n<p>In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p>\n<p>The Nasdaq Composite dropped 0.07% to 15,169.68.</p>\n<p>On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p>\n<p>With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p>\n<p>For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p>\n<p>In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p>\n<p>FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down after mostly negative week</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\">\nWall Street ends down after mostly negative week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.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://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":199454121,"gmtCreate":1620729581363,"gmtModify":1631889285593,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Comment and like pls","listText":"Comment and like pls","text":"Comment and like 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comment and like pls","listText":"Pls comment and like pls","text":"Pls comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/191293571","repostId":"2135584610","repostType":4,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193702692,"gmtCreate":1620816337916,"gmtModify":1631889285614,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/193702692","repostId":"1174599088","repostType":4,"repost":{"id":"1174599088","kind":"news","pubTimestamp":1620814183,"share":"https://www.laohu8.com/m/news/1174599088?lang=&edition=full","pubTime":"2021-05-12 18:09","market":"us","language":"en","title":"Opinion: Wall Street’s ‘Big Lie’: Performance claims that are increasingly straining credulity","url":"https://stock-news.laohu8.com/highlight/detail?id=1174599088","media":"MarketWatch","summary":"So you think it’s easy to multiply your money 10 times?I’m referring to a propaganda technique of ma","content":"<blockquote><b>So you think it’s easy to multiply your money 10 times?</b></blockquote><p>I’m referring to a propaganda technique of making claims so outrageous that people think there must be some grain of truth to them. Small lies are dismissed, but big lies are believed.</p><p>Consider this bit of clickbait in my inbox that caught my eye over the weekend: <i>“</i>Easily 10x your Money with this Cryptocurrency.” One reason it got my attention is that it was written by an individual who three months ago wrote a similar attention-grabbing piece entitled “100x Your Money With This Cryptocurrency.”</p><p>The particular cryptocurrency he was championing in February is 13% lower today.</p><p>For the record, I have no idea whether this individual was intentionally bending the truth. But the fact remains that no one produces long-term annualized returns in excess of percentages in the low double digits, whether for stocks or investments like bitcoin and other cryptocurrencies.</p><p>No one. To claim that producing a 10x or a 100x return is “easy” is the functional equivalent of lying—even if the claim’s perpetrators don’t intend it to be.</p><p>That’s not to say that triple or even quadruple-digit returns aren’t occasionally—very occasionally—produced. But so are jackpots in Vegas. Because strategies that have even the potential of producing short-term gains that big are extraordinarily risky, regression to the mean will inevitably and quickly bring such returns back down to earth.</p><p>Consider the evidence from my four decades of tracking the performance of investment newsletters. The accompanying chart reports the portfolio returns among monitored newsletters that are the highest over various holding periods. Over the last 12 months, the scoreboard-topping return is 248%. Extend that holding period to the last five years, in contrast, and the return at the top of scoreboard is a lot lower, at 33% annualized.</p><p>This declining trend continues as holding period lengthens, as the chart shows. By the time we’re focusing on the last 40 years, the best return is now 14.0% annualized.</p><p><img src=\"https://static.tigerbbs.com/1e72f13ee9de2c745913ad0debd3b6c0\" tg-width=\"620\" tg-height=\"418\"></p><p>Don’t think that this pattern is unique to the investment newsletter industry. Almost identical results emerge for mutual funds and hedge funds as well.</p><p>The best documented long-term return that I know of was produced by the private Medallion Fund, from Renaissance Technologies. Brad Cornell, a professor emeritus at UCLA, reports that this fund produced a 39.2% annualized return (after fees) between 1988 and 2018, in contrast to 10.0% annualized for the S&amp;P 500 index&nbsp;That fund’s return is so much better than that of anyone else on Wall Street that Cornell has confessed to have been “dumbfounded;” he said the return is the functional equivalent of the “sun rising in the west.”</p><p>And, yet, notice that the Medallion Fund’s return that so strained credulity was “just” 39% annualized. That’s a long way from an “easy” 100x return in a cryptocurrency.</p><p>If you’re a baby boomer, you already know and accept these lessons. If you’re from Gen Z, in contrast, the school of hard knocks has yet to teach you those lessons too.</p><p>I devoted a column a month ago to this correlation between age and risk-taking in the latter stages of a bull market. Until the youngest investors suffer through their first major bear market, they are fearless risk takers, convinced that making money is easy. Investors of a more advanced age, who have lived through one or more severe bear markets, are older and wiser.</p><p>This contrast was borne out yet again in a recent report from GamblersPick, a website that reviews online casinos. The website surveyed 872 investors about their risk tolerance; the respondents were almost equally divided between the four generations listed in the table below. (The balance of those not reflected in the table’s percentages indicated that they were “neutral,” neither risk tolerant nor risk averse.)</p><table><tbody><tr><td>Generation</td><td>Risk-tolerant</td><td>Risk-averse</td></tr><tr><td>Gen Z</td><td>57%</td><td>25%</td></tr><tr><td>Millennials</td><td>49%</td><td>32%</td></tr><tr><td>Gen X</td><td>38%</td><td>44%</td></tr><tr><td>Baby boomers and older</td><td>36%</td><td>46%</td></tr></tbody></table><p>In my experience, no amount of academic education (“book learning”) can fully substitute for what gets learned from actually living through a bear market. And that means that today’s risk-tolerant younger investors will themselves someday become the old fuddy-duddies that the rest of us appear to be today.</p><p>In the meantime, they—and the market—are skating on thin ice. Though we don’t know how the bull market’s story will unfold over the next several months, we do know how it will eventually end.</p><p>It’s not a happy one.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opinion: Wall Street’s ‘Big Lie’: Performance claims that are increasingly straining credulity</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\">\nOpinion: Wall Street’s ‘Big Lie’: Performance claims that are increasingly straining credulity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 18:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/wall-streets-big-lie-performance-claims-that-are-increasingly-straining-credulity-11620680630?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So you think it’s easy to multiply your money 10 times?I’m referring to a propaganda technique of making claims so outrageous that people think there must be some grain of truth to them. Small lies ...</p>\n\n<a href=\"https://www.marketwatch.com/story/wall-streets-big-lie-performance-claims-that-are-increasingly-straining-credulity-11620680630?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/wall-streets-big-lie-performance-claims-that-are-increasingly-straining-credulity-11620680630?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174599088","content_text":"So you think it’s easy to multiply your money 10 times?I’m referring to a propaganda technique of making claims so outrageous that people think there must be some grain of truth to them. Small lies are dismissed, but big lies are believed.Consider this bit of clickbait in my inbox that caught my eye over the weekend: “Easily 10x your Money with this Cryptocurrency.” One reason it got my attention is that it was written by an individual who three months ago wrote a similar attention-grabbing piece entitled “100x Your Money With This Cryptocurrency.”The particular cryptocurrency he was championing in February is 13% lower today.For the record, I have no idea whether this individual was intentionally bending the truth. But the fact remains that no one produces long-term annualized returns in excess of percentages in the low double digits, whether for stocks or investments like bitcoin and other cryptocurrencies.No one. To claim that producing a 10x or a 100x return is “easy” is the functional equivalent of lying—even if the claim’s perpetrators don’t intend it to be.That’s not to say that triple or even quadruple-digit returns aren’t occasionally—very occasionally—produced. But so are jackpots in Vegas. Because strategies that have even the potential of producing short-term gains that big are extraordinarily risky, regression to the mean will inevitably and quickly bring such returns back down to earth.Consider the evidence from my four decades of tracking the performance of investment newsletters. The accompanying chart reports the portfolio returns among monitored newsletters that are the highest over various holding periods. Over the last 12 months, the scoreboard-topping return is 248%. Extend that holding period to the last five years, in contrast, and the return at the top of scoreboard is a lot lower, at 33% annualized.This declining trend continues as holding period lengthens, as the chart shows. By the time we’re focusing on the last 40 years, the best return is now 14.0% annualized.Don’t think that this pattern is unique to the investment newsletter industry. Almost identical results emerge for mutual funds and hedge funds as well.The best documented long-term return that I know of was produced by the private Medallion Fund, from Renaissance Technologies. Brad Cornell, a professor emeritus at UCLA, reports that this fund produced a 39.2% annualized return (after fees) between 1988 and 2018, in contrast to 10.0% annualized for the S&P 500 index That fund’s return is so much better than that of anyone else on Wall Street that Cornell has confessed to have been “dumbfounded;” he said the return is the functional equivalent of the “sun rising in the west.”And, yet, notice that the Medallion Fund’s return that so strained credulity was “just” 39% annualized. That’s a long way from an “easy” 100x return in a cryptocurrency.If you’re a baby boomer, you already know and accept these lessons. If you’re from Gen Z, in contrast, the school of hard knocks has yet to teach you those lessons too.I devoted a column a month ago to this correlation between age and risk-taking in the latter stages of a bull market. Until the youngest investors suffer through their first major bear market, they are fearless risk takers, convinced that making money is easy. Investors of a more advanced age, who have lived through one or more severe bear markets, are older and wiser.This contrast was borne out yet again in a recent report from GamblersPick, a website that reviews online casinos. The website surveyed 872 investors about their risk tolerance; the respondents were almost equally divided between the four generations listed in the table below. (The balance of those not reflected in the table’s percentages indicated that they were “neutral,” neither risk tolerant nor risk averse.)GenerationRisk-tolerantRisk-averseGen Z57%25%Millennials49%32%Gen X38%44%Baby boomers and older36%46%In my experience, no amount of academic education (“book learning”) can fully substitute for what gets learned from actually living through a bear market. And that means that today’s risk-tolerant younger investors will themselves someday become the old fuddy-duddies that the rest of us appear to be today.In the meantime, they—and the market—are skating on thin ice. Though we don’t know how the bull market’s story will unfold over the next several months, we do know how it will eventually end.It’s not a happy one.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373132964,"gmtCreate":1618829906258,"gmtModify":1631889285617,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Sad to see it keep dropping but a better day will come.&nbsp;","listText":"Sad to see it keep dropping but a better day will come.&nbsp;","text":"Sad to see it keep dropping but a better day will come.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/373132964","repostId":"2128315893","repostType":4,"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602792843,"gmtCreate":1639063676463,"gmtModify":1639064806445,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/602792843","repostId":"2190617302","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825136841,"gmtCreate":1634208125327,"gmtModify":1634208125410,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/825136841","repostId":"1114398253","repostType":4,"repost":{"id":"1114398253","kind":"news","pubTimestamp":1634207497,"share":"https://www.laohu8.com/m/news/1114398253?lang=&edition=full","pubTime":"2021-10-14 18:31","market":"us","language":"en","title":"U.S. supply chain too snarled for Biden Christmas fix, experts say","url":"https://stock-news.laohu8.com/highlight/detail?id=1114398253","media":"Reuters","summary":"President Joe Biden is pushing to ease supply shortages and tame rising prices in time for Christmas","content":"<p>President Joe Biden is pushing to ease supply shortages and tame rising prices in time for Christmas, but unsnarling U.S. supply lines could take far longer, experts told Reuters.</p>\n<p>Biden brought together powerbrokers from ports, unions and big business on Wednesday to address shipping, labor and warehousing pain in the U.S. supply chain, and announced new around-the-clock port operations in Los Angeles.</p>\n<p>As his Republican opposition seizes on possible Christmas shortages to connect Biden's economic policies to inflation, and try to stall a multitrillion-dollar spending bill in Congress in coming weeks, the White House's message Wednesday was that a solution is in sight.</p>\n<p>\"This is an across-the-board commitment to going to 24/7,\"said Biden, a Democrat. The port opening, and apromisefrom retailers like Target and Walmart to move more goods at night are a \"big first step,\" he said. Now, he said, \"we need the rest of the private sector chain to step us as well.\"</p>\n<p>While more cooperation among the often competing, secretive players in the U.S. supply chain business is a plus, the White House's impact may be incremental at best, logistics experts, economists and labor unions warned.</p>\n<p>\"What the president's doing isn't going to really hurt. But at the end of the day, it doesn't solve the problem,\" said Steven Ricchiuto, U.S. chief economist at Mizuho Securities.</p>\n<p>Americans, already by far the world's biggest consumers, have simply been buying a lot more stuff during the pandemic, much of it imported. Couple that with labor shortages, equipment shortages and a lack of space to store that stuff, nationwide.</p>\n<p>Players from ports to retail chains are already working full-tilt to handle the pandemic-fueled surge in imports and get holiday gifts onto shelves and e-commerce centers in time for the Nov. 26 Black Friday kick&nbsp;off of the 2021 holiday season.</p>\n<p>Imports at the Port of Los Angeles - the No. 1 gateway for ocean trade with China - are up 30% so far this year over last year's record.</p>\n<p>But that has left some 250,000 containers of goods stacked up on the docks due to delayed pickups, from chassis shortages and a lack of space in rail yards and warehouses. And that is causing dozens of ships to back up at anchor outside the port.</p>\n<p>\"The analogy would be the boa constrictor that ate the mouse. There's a lump in it and the lump is the constraint in the through&nbsp;put of the supply chain, and it moves along each time you solve for a constraint,\" said Joe Dunlap global head of the supply chain advisory team at CBRE Group(CBRE.N), a commercial real estate services firm.</p>\n<p>'YOU DON'T BUILD A CHURCH FOR CHRISTMAS'</p>\n<p>Frank Ponce De Leon, International Longshore &amp; Warehouse Union Coast Committeeman summarized the problem at U.S. ports, which the Commerce department estimates handle 76% of all trade, during comments last week.</p>\n<p>\"You don't build a church for Christmas and Easter; you build it for a regular Sunday service,\" he said. \"With the unprecedented influx of cargo, it's like Christmas and Easter on the docks every single day, with more ships coming in and the pews have been full for months, and there's nowhere left to sit - or stand.\"</p>\n<p>Dockworkers remain available for 24-hour shifts to help clear the port backlogs, the longshore union said. But that is not true of the people who move goods from the ships or from ports, other unions say.</p>\n<p>\"One of the major problems with the current state of logistics is the shortage of port truck drivers. They are not paid a living wage,\" said Teamsters General President Jim Hoffa, who participated in the meeting with Biden.</p>\n<p>The backup may be exacerbating that shortage, because many port drivers are not paid for the hours they spend waiting to pick up a container, making the job less appealing.</p>\n<p>Still, there is no evidence experienced workers are sitting on the sidelines - U.S. transportation and warehousing are employing more people now then they did before the pandemic started,data&nbsp;from the Bureau of Labor Statistics show.</p>\n<p>WAREHOUSES OVERFULL, UNDERSTAFFED</p>\n<p>Like seaports, warehouses work best when they are moving products in and out quickly and predictably. Instead, port officials say, they are packed to the rafters and struggling with employee hiring and retention.</p>\n<p>U.S. companies are leasing warehouse space at record levels to handle the large influx of goods for e-commerce.</p>\n<p>The markets that serve Southern California ports include Los Angeles and the Inland Empire region nearby, which had second-quarter vacancy rates of 1.2% and 1.4%, respectively, according to CBRE data.</p>\n<p>\"Space is clearly tight,\" Dunlap said.</p>\n<p>It is not just that warehouses are at capacity, Steve DeHaan, CEO of the International Warehouse Logistics Association, said in a recent letter to John Porcari, port envoy for the White House Supply Chain Disruptions Task Force.</p>\n<p>Warehouse owners, tenant and workforce employers can be different companies, which makes drawing up new contracts to pay round-the-clock workers difficult. \"The warehouse cannot arbitrarily make this decision,\" DeHaan said.</p>\n<p>Moving a warehouse to 24/7 operations adds another layer of risk, he said.</p>\n<p>\"For example, receiving a container at 6 a.m. that was scheduled for 3 a.m. delivery disrupts operations for the entire day,\" DeHaan said. \"The goal of reducing container congestion over the next 90 days is ambitious.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. supply chain too snarled for Biden Christmas fix, experts say</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\">\nU.S. supply chain too snarled for Biden Christmas fix, experts say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 18:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/world/us/us-supply-chain-too-snarled-biden-christmas-fix-experts-say-2021-10-14/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Joe Biden is pushing to ease supply shortages and tame rising prices in time for Christmas, but unsnarling U.S. supply lines could take far longer, experts told Reuters.\nBiden brought ...</p>\n\n<a href=\"https://www.reuters.com/world/us/us-supply-chain-too-snarled-biden-christmas-fix-experts-say-2021-10-14/\">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"},"source_url":"https://www.reuters.com/world/us/us-supply-chain-too-snarled-biden-christmas-fix-experts-say-2021-10-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114398253","content_text":"President Joe Biden is pushing to ease supply shortages and tame rising prices in time for Christmas, but unsnarling U.S. supply lines could take far longer, experts told Reuters.\nBiden brought together powerbrokers from ports, unions and big business on Wednesday to address shipping, labor and warehousing pain in the U.S. supply chain, and announced new around-the-clock port operations in Los Angeles.\nAs his Republican opposition seizes on possible Christmas shortages to connect Biden's economic policies to inflation, and try to stall a multitrillion-dollar spending bill in Congress in coming weeks, the White House's message Wednesday was that a solution is in sight.\n\"This is an across-the-board commitment to going to 24/7,\"said Biden, a Democrat. The port opening, and apromisefrom retailers like Target and Walmart to move more goods at night are a \"big first step,\" he said. Now, he said, \"we need the rest of the private sector chain to step us as well.\"\nWhile more cooperation among the often competing, secretive players in the U.S. supply chain business is a plus, the White House's impact may be incremental at best, logistics experts, economists and labor unions warned.\n\"What the president's doing isn't going to really hurt. But at the end of the day, it doesn't solve the problem,\" said Steven Ricchiuto, U.S. chief economist at Mizuho Securities.\nAmericans, already by far the world's biggest consumers, have simply been buying a lot more stuff during the pandemic, much of it imported. Couple that with labor shortages, equipment shortages and a lack of space to store that stuff, nationwide.\nPlayers from ports to retail chains are already working full-tilt to handle the pandemic-fueled surge in imports and get holiday gifts onto shelves and e-commerce centers in time for the Nov. 26 Black Friday kick off of the 2021 holiday season.\nImports at the Port of Los Angeles - the No. 1 gateway for ocean trade with China - are up 30% so far this year over last year's record.\nBut that has left some 250,000 containers of goods stacked up on the docks due to delayed pickups, from chassis shortages and a lack of space in rail yards and warehouses. And that is causing dozens of ships to back up at anchor outside the port.\n\"The analogy would be the boa constrictor that ate the mouse. There's a lump in it and the lump is the constraint in the through put of the supply chain, and it moves along each time you solve for a constraint,\" said Joe Dunlap global head of the supply chain advisory team at CBRE Group(CBRE.N), a commercial real estate services firm.\n'YOU DON'T BUILD A CHURCH FOR CHRISTMAS'\nFrank Ponce De Leon, International Longshore & Warehouse Union Coast Committeeman summarized the problem at U.S. ports, which the Commerce department estimates handle 76% of all trade, during comments last week.\n\"You don't build a church for Christmas and Easter; you build it for a regular Sunday service,\" he said. \"With the unprecedented influx of cargo, it's like Christmas and Easter on the docks every single day, with more ships coming in and the pews have been full for months, and there's nowhere left to sit - or stand.\"\nDockworkers remain available for 24-hour shifts to help clear the port backlogs, the longshore union said. But that is not true of the people who move goods from the ships or from ports, other unions say.\n\"One of the major problems with the current state of logistics is the shortage of port truck drivers. They are not paid a living wage,\" said Teamsters General President Jim Hoffa, who participated in the meeting with Biden.\nThe backup may be exacerbating that shortage, because many port drivers are not paid for the hours they spend waiting to pick up a container, making the job less appealing.\nStill, there is no evidence experienced workers are sitting on the sidelines - U.S. transportation and warehousing are employing more people now then they did before the pandemic started,data from the Bureau of Labor Statistics show.\nWAREHOUSES OVERFULL, UNDERSTAFFED\nLike seaports, warehouses work best when they are moving products in and out quickly and predictably. Instead, port officials say, they are packed to the rafters and struggling with employee hiring and retention.\nU.S. companies are leasing warehouse space at record levels to handle the large influx of goods for e-commerce.\nThe markets that serve Southern California ports include Los Angeles and the Inland Empire region nearby, which had second-quarter vacancy rates of 1.2% and 1.4%, respectively, according to CBRE data.\n\"Space is clearly tight,\" Dunlap said.\nIt is not just that warehouses are at capacity, Steve DeHaan, CEO of the International Warehouse Logistics Association, said in a recent letter to John Porcari, port envoy for the White House Supply Chain Disruptions Task Force.\nWarehouse owners, tenant and workforce employers can be different companies, which makes drawing up new contracts to pay round-the-clock workers difficult. \"The warehouse cannot arbitrarily make this decision,\" DeHaan said.\nMoving a warehouse to 24/7 operations adds another layer of risk, he said.\n\"For example, receiving a container at 6 a.m. that was scheduled for 3 a.m. delivery disrupts operations for the entire day,\" DeHaan said. \"The goal of reducing container congestion over the next 90 days is ambitious.\"","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819672408,"gmtCreate":1630070132304,"gmtModify":1704955473586,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/819672408","repostId":"1164159102","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149406786,"gmtCreate":1625740282745,"gmtModify":1631889285623,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149406786","repostId":"2149346746","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156209417,"gmtCreate":1625222385439,"gmtModify":1631889285626,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156209417","repostId":"1156801288","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101090506,"gmtCreate":1619828753905,"gmtModify":1631889285626,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Help to respond 🙏","listText":"Help to respond 🙏","text":"Help to respond 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/101090506","repostId":"1142063705","repostType":4,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601298041,"gmtCreate":1638530981929,"gmtModify":1638530982047,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601298041","repostId":"1139932313","repostType":4,"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877665945,"gmtCreate":1637926228899,"gmtModify":1637926229017,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877665945","repostId":"1169321006","repostType":4,"repost":{"id":"1169321006","kind":"news","pubTimestamp":1637925348,"share":"https://www.laohu8.com/m/news/1169321006?lang=&edition=full","pubTime":"2021-11-26 19:15","market":"us","language":"en","title":"Traders Unwind Rate-Hike Bets as New Covid Fears Spread","url":"https://stock-news.laohu8.com/highlight/detail?id=1169321006","media":"Bloomberg","summary":"(Bloomberg) -- Money markets are offloading bets on central bank interest-rate hikes in a hurry, as ","content":"<p>(Bloomberg) -- Money markets are offloading bets on central bank interest-rate hikes in a hurry, as inflation fears give way to concerns that a new coronavirus strain may spread globally and slow economic growth.</p>\n<p>Traders have pushed back the timing of a 25-basis-point rate increase by the Federal Reserve to September from June, with only one further hike expected for the remainder of 2022. It’s a similar story in the U.K. where the Bank of England is now expected to tighten policy in February instead of next month.</p>\n<p>Wagers that the European Central Bank will raise its deposit rate by the end of next year have also been slashed, with only a seven basis-point increase priced in, around half of that seen earlier this week. The European Union is proposing to follow the U.K. in halting air travel from southern Africa after the new Covid-19 variant was identified there.</p>\n<p>“Over the next couple of weeks we could see this move continuing,” said Pooja Kumra, senior European rates strategist at Toronto-Dominion Bank, in an interview on Bloomberg Television. “Right now we would expect central banks to remain more sympathetic to the situation before removing any accommodation.”</p>\n<p>Major central banks have spent months priming the market for an era of tighter monetary policy as the global economy emerged from the pandemic and inflation accelerated. Yet the prospect of widespread travel restrictions and renewed curbs to social activity mean policy makers have to think twice before starting to pull back on support, dealing a blow to traders positioned for rate increases.</p>\n<p>What We Know About the New Virus Variant That’s Rocking Markets</p>\n<p>The World Health Organization and scientists are studying the recently identified variant, which has been described as very different to previous versions and of serious concern. The U.K., Singapore and Israel curbed travel from South Africa and some neighboring countries. Hong Kong confirmed two cases of the strain.</p>\n<p>If the new strain turns out to be as potent as it seems, it “will negate the need for monetary tightening that most developed market central banks were leaning towards,” said Peter Chatwell, multi-asset strategist at Mizuho International Plc. He expects central banks to push back interest-rate hikes by about six months in this instance.</p>\n<p>Five-year government bond yields, which are most sensitive to monetary policy, led declines in the U.S. and U.K., falling as much as 15 basis points to 1.19% and 14 basis points to 0.60%, respectively.</p>\n<p>Traders are also pushing back of bets for monetary tightening in central and eastern Europe, among the first regions to react to a spike in prices with interest-rate increases this year. Forward-rate agreements over the next 12 months in Hungary, Poland and the Czech Republic tumbled more than 20 basis points.</p>","source":"lsy1612507957220","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>Traders Unwind Rate-Hike Bets as New Covid Fears Spread</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\">\nTraders Unwind Rate-Hike Bets as New Covid Fears Spread\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-26 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/traders-unwind-rate-hike-bets-101556733.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Money markets are offloading bets on central bank interest-rate hikes in a hurry, as inflation fears give way to concerns that a new coronavirus strain may spread globally and slow ...</p>\n\n<a href=\"https://finance.yahoo.com/news/traders-unwind-rate-hike-bets-101556733.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"},"source_url":"https://finance.yahoo.com/news/traders-unwind-rate-hike-bets-101556733.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169321006","content_text":"(Bloomberg) -- Money markets are offloading bets on central bank interest-rate hikes in a hurry, as inflation fears give way to concerns that a new coronavirus strain may spread globally and slow economic growth.\nTraders have pushed back the timing of a 25-basis-point rate increase by the Federal Reserve to September from June, with only one further hike expected for the remainder of 2022. It’s a similar story in the U.K. where the Bank of England is now expected to tighten policy in February instead of next month.\nWagers that the European Central Bank will raise its deposit rate by the end of next year have also been slashed, with only a seven basis-point increase priced in, around half of that seen earlier this week. The European Union is proposing to follow the U.K. in halting air travel from southern Africa after the new Covid-19 variant was identified there.\n“Over the next couple of weeks we could see this move continuing,” said Pooja Kumra, senior European rates strategist at Toronto-Dominion Bank, in an interview on Bloomberg Television. “Right now we would expect central banks to remain more sympathetic to the situation before removing any accommodation.”\nMajor central banks have spent months priming the market for an era of tighter monetary policy as the global economy emerged from the pandemic and inflation accelerated. Yet the prospect of widespread travel restrictions and renewed curbs to social activity mean policy makers have to think twice before starting to pull back on support, dealing a blow to traders positioned for rate increases.\nWhat We Know About the New Virus Variant That’s Rocking Markets\nThe World Health Organization and scientists are studying the recently identified variant, which has been described as very different to previous versions and of serious concern. The U.K., Singapore and Israel curbed travel from South Africa and some neighboring countries. Hong Kong confirmed two cases of the strain.\nIf the new strain turns out to be as potent as it seems, it “will negate the need for monetary tightening that most developed market central banks were leaning towards,” said Peter Chatwell, multi-asset strategist at Mizuho International Plc. He expects central banks to push back interest-rate hikes by about six months in this instance.\nFive-year government bond yields, which are most sensitive to monetary policy, led declines in the U.S. and U.K., falling as much as 15 basis points to 1.19% and 14 basis points to 0.60%, respectively.\nTraders are also pushing back of bets for monetary tightening in central and eastern Europe, among the first regions to react to a spike in prices with interest-rate increases this year. Forward-rate agreements over the next 12 months in Hungary, Poland and the Czech Republic tumbled more than 20 basis points.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873029357,"gmtCreate":1636805547994,"gmtModify":1636805548092,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873029357","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p>\n<p>“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p>\n<p>Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p>\n<p>Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p>\n<p>In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p>\n<p>The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p>\n<p>Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p>\n<p>The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p>\n<p>The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p>\n<p>The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p>\n<p>While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p>\n<p>In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p>\n<p>The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p>\n<p>“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p>\n<p>Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p>\n<p>“[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p>\n<p>The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p>\n<p>“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p>\n<p>Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p>\n<p>“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p>\n<p>Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p>\n<p>“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p>\n<p>That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p>\n<p>Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p>\n<p>Moderna shares are down more than 40% over the past three months.</p>\n<p>As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p>\n<p>When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p>\n<p>That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p>\n<p>Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p>\n<p>Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p>\n<p>An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</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>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.</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\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840344627,"gmtCreate":1635597705106,"gmtModify":1635597705242,"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://static.tigerbbs.com/4eae5cd25af3e0b464ed1c1e891bf602","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578653033561627","authorIdStr":"3578653033561627"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840344627","repostId":"2179223688","repostType":4,"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}