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2022-01-15

Great ariticle, would you like to share it?

@Ivan_甘灿荣:2022前瞻（一）：当心今年全球共振，大调整还是有可能的

2022-01-15

Yes

@特斯拉:特斯拉2021年成绩单请查收

2022-01-15

Yes

抱歉，原内容已删除

2022-01-15

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-12-19

Go

@价值投资为王:逼近腰斩，雷军的衬衣将再次湿透？

2021-12-12

Go

@cxj:龙头股和跟风股的区别！

2021-11-30

Go

抱歉，原内容已删除

2021-10-29

Go

@MilkTeaBro:莱佛士教育, 私人教育在新加坡是个好产业, 但是......

2021-10-21

Go

@CY_Ng:Shopee going into Spain market

2021-09-10

Huat

TSMC revenue for August was approximately NT$137.43 billion,an increase of 11.8% YOY

2021-09-03

Like pls

2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet

2021-09-03

Great

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2021-09-03

Good

The Three Big Transitions Reshaping Finance

2021-08-01

Shit

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2021-07-28

Sad

抱歉，原内容已删除

2021-07-25

Ok

抱歉，原内容已删除

2021-07-22

Wow

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2021-07-22

Cheers

BofA reups chip favorites as cloud spending broadens beyond Amazon

2021-07-21

Awesome

抱歉，原内容已删除

2021-07-21

Awesome

抱歉，原内容已删除

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697943569","repostId":"692438041","repostType":1,"repost":{"id":692438041,"gmtCreate":1641140824937,"gmtModify":1744960777671,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"2022前瞻（一）：当心今年全球共振，大调整还是有可能的","htmlText":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 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初心不变，加电出发！","images":[{"img":"https://static.tigerbbs.com/cd38feeca8f4448cd65d9b97a3817bbf"},{"img":"https://static.tigerbbs.com/2910277135ea3709a0d87758904bb744"},{"img":"https://static.tigerbbs.com/4ad6a4d98415de8ef9814495ac2abc56"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692440566","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697943692,"gmtCreate":1642237050713,"gmtModify":1642237050856,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697943692","repostId":"695049717","repostType":1,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697943864,"gmtCreate":1642237040090,"gmtModify":1642237040234,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697943864","repostId":"695049717","repostType":1,"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699701710,"gmtCreate":1639886465131,"gmtModify":1639886465248,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699701710","repostId":"607956813","repostType":1,"repost":{"id":607956813,"gmtCreate":1639478822145,"gmtModify":1639488106377,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"逼近腰斩，雷军的衬衣将再次湿透？","htmlText":"今年8月，雷军在一次新品发布会上发表深情演讲，从创业到产品，款款而谈，最后嗓音都有些嘶哑。虽然情怀让人动情，但引发最多关注的却是一个小小的“八卦”：雷军说，因为小米股价跌跌不休，自己曾经被投资人当小学生，当面数落了一个小时，从战略到产品再到管理，自己衬衣都湿了。显然，雷军被数落的时间，是在2018年7月上市之后，股价从发行价17港币一路下跌至8.28港币，腰斩的现实与上市前雷军放话“要让在上市首日买入小米公司股票的投资人赚一倍！”形成巨大落差。曾经的痛苦能有朝一日趣谈，自然是小米股价大涨给了雷军勇气。然而好景不长，距离自嘲仅仅过了4个月，小米股价再次来到腰斩的边缘。如果说上一次腰斩是雷军互联网估值与市场制造业估值之间的矛盾，那这次腰斩，只能怪实力不济了。2021年11月23日，小米发布三季报，营收同比增速仅8.2%，核心业务手机出货量同比下滑5.8%！财报发布之后，小米股价在次日重挫近7%。手机业务占总营收的比重高达61%，互联网服务建立在手机出货量之上，因此，一旦核心业务下滑，带给市场的恐惧是极其巨大的。公司给出的出货量下滑原因是芯片短缺造成的供应链危机，同时iPhone13热销也挤压了国产手机的市场份额。展望未来，管理层预计供应链短缺将持续至2022年下半年，但高端产品缺芯状况明年上半年或将率先改善。而iPhone13方面，首发时间是9月15日，完整的销售爆发于四季度，因此，国产手机或仍将承压。虽然IOT和互联网服务业务方面有不少亮点，但影响力远不如出货量下降带来的震撼，因此，小米股价目前被手机业务绑架。由于第三方数据抢在财报发布之前发布，因此市场对三季度业绩有一定的预期，股价提前下跌便是明证。展望2022年，虽然有供应链短缺影响，但管理层仍然相信能完成出货量2亿台的目标，较2020年出货量增长36%。根据中国信通院数据显示，2021年11月，国内市场手机出货量3525","listText":"今年8月，雷军在一次新品发布会上发表深情演讲，从创业到产品，款款而谈，最后嗓音都有些嘶哑。虽然情怀让人动情，但引发最多关注的却是一个小小的“八卦”：雷军说，因为小米股价跌跌不休，自己曾经被投资人当小学生，当面数落了一个小时，从战略到产品再到管理，自己衬衣都湿了。显然，雷军被数落的时间，是在2018年7月上市之后，股价从发行价17港币一路下跌至8.28港币，腰斩的现实与上市前雷军放话“要让在上市首日买入小米公司股票的投资人赚一倍！”形成巨大落差。曾经的痛苦能有朝一日趣谈，自然是小米股价大涨给了雷军勇气。然而好景不长，距离自嘲仅仅过了4个月，小米股价再次来到腰斩的边缘。如果说上一次腰斩是雷军互联网估值与市场制造业估值之间的矛盾，那这次腰斩，只能怪实力不济了。2021年11月23日，小米发布三季报，营收同比增速仅8.2%，核心业务手机出货量同比下滑5.8%！财报发布之后，小米股价在次日重挫近7%。手机业务占总营收的比重高达61%，互联网服务建立在手机出货量之上，因此，一旦核心业务下滑，带给市场的恐惧是极其巨大的。公司给出的出货量下滑原因是芯片短缺造成的供应链危机，同时iPhone13热销也挤压了国产手机的市场份额。展望未来，管理层预计供应链短缺将持续至2022年下半年，但高端产品缺芯状况明年上半年或将率先改善。而iPhone13方面，首发时间是9月15日，完整的销售爆发于四季度，因此，国产手机或仍将承压。虽然IOT和互联网服务业务方面有不少亮点，但影响力远不如出货量下降带来的震撼，因此，小米股价目前被手机业务绑架。由于第三方数据抢在财报发布之前发布，因此市场对三季度业绩有一定的预期，股价提前下跌便是明证。展望2022年，虽然有供应链短缺影响，但管理层仍然相信能完成出货量2亿台的目标，较2020年出货量增长36%。根据中国信通院数据显示，2021年11月，国内市场手机出货量3525","text":"今年8月，雷军在一次新品发布会上发表深情演讲，从创业到产品，款款而谈，最后嗓音都有些嘶哑。虽然情怀让人动情，但引发最多关注的却是一个小小的“八卦”：雷军说，因为小米股价跌跌不休，自己曾经被投资人当小学生，当面数落了一个小时，从战略到产品再到管理，自己衬衣都湿了。显然，雷军被数落的时间，是在2018年7月上市之后，股价从发行价17港币一路下跌至8.28港币，腰斩的现实与上市前雷军放话“要让在上市首日买入小米公司股票的投资人赚一倍！”形成巨大落差。曾经的痛苦能有朝一日趣谈，自然是小米股价大涨给了雷军勇气。然而好景不长，距离自嘲仅仅过了4个月，小米股价再次来到腰斩的边缘。如果说上一次腰斩是雷军互联网估值与市场制造业估值之间的矛盾，那这次腰斩，只能怪实力不济了。2021年11月23日，小米发布三季报，营收同比增速仅8.2%，核心业务手机出货量同比下滑5.8%！财报发布之后，小米股价在次日重挫近7%。手机业务占总营收的比重高达61%，互联网服务建立在手机出货量之上，因此，一旦核心业务下滑，带给市场的恐惧是极其巨大的。公司给出的出货量下滑原因是芯片短缺造成的供应链危机，同时iPhone13热销也挤压了国产手机的市场份额。展望未来，管理层预计供应链短缺将持续至2022年下半年，但高端产品缺芯状况明年上半年或将率先改善。而iPhone13方面，首发时间是9月15日，完整的销售爆发于四季度，因此，国产手机或仍将承压。虽然IOT和互联网服务业务方面有不少亮点，但影响力远不如出货量下降带来的震撼，因此，小米股价目前被手机业务绑架。由于第三方数据抢在财报发布之前发布，因此市场对三季度业绩有一定的预期，股价提前下跌便是明证。展望2022年，虽然有供应链短缺影响，但管理层仍然相信能完成出货量2亿台的目标，较2020年出货量增长36%。根据中国信通院数据显示，2021年11月，国内市场手机出货量3525","images":[{"img":"https://static.tigerbbs.com/ebd0b4c1470e8c93846915924fbdf84e","width":"688","height":"320"},{"img":"https://static.tigerbbs.com/eaf8af0d7ede2bff33f7194734048226","width":"688","height":"201"},{"img":"https://static.tigerbbs.com/4f5cf8eb5a66614336b6b7b3a4a80a9c","width":"568","height":"405"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607956813","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604300777,"gmtCreate":1639324559499,"gmtModify":1639324559573,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604300777","repostId":"602461014","repostType":1,"repost":{"id":602461014,"gmtCreate":1639058582016,"gmtModify":1639218040959,"author":{"id":"3455623566573622","authorId":"3455623566573622","name":"cxj","avatar":"https://static.tigerbbs.com/1800bce66f170dd57981ad36f448092e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455623566573622","authorIdStr":"3455623566573622"},"themes":[],"title":"龙头股和跟风股的区别！","htmlText":"第一阶段——概念兴起龙头股：涨速快，涨幅大，吸引市场上的敏锐资金争相参与。跟风股：处于被动地位，涨速慢，涨幅小，散户多半喜欢参与，因为多数散户害怕龙头股涨幅太大风险高，又不想错过机会故热衷于跟风股。第二阶段——整理阶段龙头股：股价回调，但由于筹码逐渐被资金锁定，会出现惜售的情况，所以一般回调幅度会越来越小，甚至不少大牛股整理期间也是持续上涨，呈现向上三角形整理形态，伴有缩量增额、脉冲式放量的情况出现。跟风股：整理期间，受行情影响虽也会有资金关注，但多为体量较小的短期资金，里面的嫌涨得太慢急于出去，外面的忍受不了诱惑急于进入，稍微聪明点的投资者已经走了选择龙头股，由此造成跟风股筹码越来越散乱，股价多出现反复。第三阶段——爆发阶段龙头股：因筹码已被资金收集完毕，外加顶端优势人气十足，股价火箭蹿升，短期翻倍或是几倍。跟风股：部分买不到龙头的资金会选择买入，造成要爆发的假象，实际上涨仍然拖沓，涨幅也远不及龙头股。第四阶段——衰退阶段龙头股：因大涨后余温尚热，不少在跟风股吃亏的散户也疯狂涌入，所以有足够时间在顶部脱手。跟风股：因难以达到期望参与者失去信心，纷纷卖出追高龙头，股价上涨昙花一现，快速回落，追高者被套。第五阶段——崩盘阶段龙头股：概念熄火降温，虽股价大幅下跌，但因涨幅过大，前期参与者依然获利颇丰。跟风股：龙头都倒了还玩什么，可能老庄之前就被困住难以脱身，好不容易借概念终于跑掉，股价自然比之前更加不如。例子嘛参考19年底炒作无线耳机时的龙头股<a href=\"https://laohu8.com/S/002351\">$漫步者(002351)$</a>和跟风股雷柏科技，所以这就是为什么上涨时龙头股可以翻很多倍而跟风股不涨，下跌时龙头股抗跌而跟风股狂跌的原因。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"第一阶段——概念兴起龙头股：涨速快，涨幅大，吸引市场上的敏锐资金争相参与。跟风股：处于被动地位，涨速慢，涨幅小，散户多半喜欢参与，因为多数散户害怕龙头股涨幅太大风险高，又不想错过机会故热衷于跟风股。第二阶段——整理阶段龙头股：股价回调，但由于筹码逐渐被资金锁定，会出现惜售的情况，所以一般回调幅度会越来越小，甚至不少大牛股整理期间也是持续上涨，呈现向上三角形整理形态，伴有缩量增额、脉冲式放量的情况出现。跟风股：整理期间，受行情影响虽也会有资金关注，但多为体量较小的短期资金，里面的嫌涨得太慢急于出去，外面的忍受不了诱惑急于进入，稍微聪明点的投资者已经走了选择龙头股，由此造成跟风股筹码越来越散乱，股价多出现反复。第三阶段——爆发阶段龙头股：因筹码已被资金收集完毕，外加顶端优势人气十足，股价火箭蹿升，短期翻倍或是几倍。跟风股：部分买不到龙头的资金会选择买入，造成要爆发的假象，实际上涨仍然拖沓，涨幅也远不及龙头股。第四阶段——衰退阶段龙头股：因大涨后余温尚热，不少在跟风股吃亏的散户也疯狂涌入，所以有足够时间在顶部脱手。跟风股：因难以达到期望参与者失去信心，纷纷卖出追高龙头，股价上涨昙花一现，快速回落，追高者被套。第五阶段——崩盘阶段龙头股：概念熄火降温，虽股价大幅下跌，但因涨幅过大，前期参与者依然获利颇丰。跟风股：龙头都倒了还玩什么，可能老庄之前就被困住难以脱身，好不容易借概念终于跑掉，股价自然比之前更加不如。例子嘛参考19年底炒作无线耳机时的龙头股<a href=\"https://laohu8.com/S/002351\">$漫步者(002351)$</a>和跟风股雷柏科技，所以这就是为什么上涨时龙头股可以翻很多倍而跟风股不涨，下跌时龙头股抗跌而跟风股狂跌的原因。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"第一阶段——概念兴起龙头股：涨速快，涨幅大，吸引市场上的敏锐资金争相参与。跟风股：处于被动地位，涨速慢，涨幅小，散户多半喜欢参与，因为多数散户害怕龙头股涨幅太大风险高，又不想错过机会故热衷于跟风股。第二阶段——整理阶段龙头股：股价回调，但由于筹码逐渐被资金锁定，会出现惜售的情况，所以一般回调幅度会越来越小，甚至不少大牛股整理期间也是持续上涨，呈现向上三角形整理形态，伴有缩量增额、脉冲式放量的情况出现。跟风股：整理期间，受行情影响虽也会有资金关注，但多为体量较小的短期资金，里面的嫌涨得太慢急于出去，外面的忍受不了诱惑急于进入，稍微聪明点的投资者已经走了选择龙头股，由此造成跟风股筹码越来越散乱，股价多出现反复。第三阶段——爆发阶段龙头股：因筹码已被资金收集完毕，外加顶端优势人气十足，股价火箭蹿升，短期翻倍或是几倍。跟风股：部分买不到龙头的资金会选择买入，造成要爆发的假象，实际上涨仍然拖沓，涨幅也远不及龙头股。第四阶段——衰退阶段龙头股：因大涨后余温尚热，不少在跟风股吃亏的散户也疯狂涌入，所以有足够时间在顶部脱手。跟风股：因难以达到期望参与者失去信心，纷纷卖出追高龙头，股价上涨昙花一现，快速回落，追高者被套。第五阶段——崩盘阶段龙头股：概念熄火降温，虽股价大幅下跌，但因涨幅过大，前期参与者依然获利颇丰。跟风股：龙头都倒了还玩什么，可能老庄之前就被困住难以脱身，好不容易借概念终于跑掉，股价自然比之前更加不如。例子嘛参考19年底炒作无线耳机时的龙头股$漫步者(002351)$和跟风股雷柏科技，所以这就是为什么上涨时龙头股可以翻很多倍而跟风股不涨，下跌时龙头股抗跌而跟风股狂跌的原因。$特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602461014","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609999784,"gmtCreate":1638229536458,"gmtModify":1638229829178,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609999784","repostId":"2187306590","repostType":2,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854562081,"gmtCreate":1635468750343,"gmtModify":1635468750506,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854562081","repostId":"856153049","repostType":1,"repost":{"id":856153049,"gmtCreate":1635163258237,"gmtModify":1749337955334,"author":{"id":"3581820976934736","authorId":"3581820976934736","name":"MilkTeaBro","avatar":"https://static.tigerbbs.com/4f96ac4963a3566e7f4d22e78cc23ef9","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581820976934736","authorIdStr":"3581820976934736"},"themes":[],"title":"莱佛士教育, 私人教育在新加坡是个好产业, 但是......","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NR7.SI\">$莱佛士教育(NR7.SI)$</a>&nbsp;莱佛士教育（Raffles Education）2021年10月22日股票恢复交易后，股价一度大涨19.67％至7.3分，交易量已高达3187万股。该股2021年10月18日股价暴跌25.61％至6.1分的历史最低闭市纪录，交易量则高达5234万股，是十年来最高，股票隔天便暂停交易。当局已向公司要求提供与艾芬银行贷款有关的文件。该银行今年5月向莱佛士教育两家子公司Raffles K12和Raffles Iskandar，追讨总额4亿1000万令吉（1亿3100万新元）的贷款。如果当时有重大信息没有及时作出披露，将构成触犯法令。私人教育在新加坡是个好产业。但是如果一个公司管理层人品不行，做些坑害中小投资者的事，这样公司价格再低，都不要碰，谁知道财报有多少水分。<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000149\">@Tiger Stars Stars Stars</a>&nbsp;","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NR7.SI\">$莱佛士教育(NR7.SI)$</a>&nbsp;莱佛士教育（Raffles Education）2021年10月22日股票恢复交易后，股价一度大涨19.67％至7.3分，交易量已高达3187万股。该股2021年10月18日股价暴跌25.61％至6.1分的历史最低闭市纪录，交易量则高达5234万股，是十年来最高，股票隔天便暂停交易。当局已向公司要求提供与艾芬银行贷款有关的文件。该银行今年5月向莱佛士教育两家子公司Raffles K12和Raffles Iskandar，追讨总额4亿1000万令吉（1亿3100万新元）的贷款。如果当时有重大信息没有及时作出披露，将构成触犯法令。私人教育在新加坡是个好产业。但是如果一个公司管理层人品不行，做些坑害中小投资者的事，这样公司价格再低，都不要碰，谁知道财报有多少水分。<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000149\">@Tiger Stars Stars Stars</a>&nbsp;","text":"$莱佛士教育(NR7.SI)$ 莱佛士教育（Raffles Education）2021年10月22日股票恢复交易后，股价一度大涨19.67％至7.3分，交易量已高达3187万股。该股2021年10月18日股价暴跌25.61％至6.1分的历史最低闭市纪录，交易量则高达5234万股，是十年来最高，股票隔天便暂停交易。当局已向公司要求提供与艾芬银行贷款有关的文件。该银行今年5月向莱佛士教育两家子公司Raffles K12和Raffles Iskandar，追讨总额4亿1000万令吉（1亿3100万新元）的贷款。如果当时有重大信息没有及时作出披露，将构成触犯法令。私人教育在新加坡是个好产业。但是如果一个公司管理层人品不行，做些坑害中小投资者的事，这样公司价格再低，都不要碰，谁知道财报有多少水分。@Tiger Stars Stars Stars","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856153049","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853116573,"gmtCreate":1634779337492,"gmtModify":1634779337586,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853116573","repostId":"859145591","repostType":1,"repost":{"id":859145591,"gmtCreate":1634683628586,"gmtModify":1634708578733,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"Shopee going into Spain market","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower.&nbsp;Although I don't understand spanish, but from the video and also google trans","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower.&nbsp;Although I don't understand spanish, but from the video and also google trans","text":"$Sea Ltd(SE)$ SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","images":[{"img":"https://static.tigerbbs.com/37ac7fd3c32db0390b328db641bc5111","width":"1211","height":"885"},{"img":"https://static.tigerbbs.com/abf64495ef1e00242e980d63bbd3975b","width":"1158","height":"753"},{"img":"https://static.tigerbbs.com/183402f9b8368bee64c82d578c01af1a","width":"1013","height":"753"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859145591","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883532381,"gmtCreate":1631252925743,"gmtModify":1631889124695,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883532381","repostId":"1145569739","repostType":4,"repost":{"id":"1145569739","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631252036,"share":"https://www.laohu8.com/m/news/1145569739?lang=&edition=full","pubTime":"2021-09-10 13:33","market":"us","language":"en","title":"TSMC revenue for August was approximately NT$137.43 billion,an increase of 11.8% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1145569739","media":"Tiger Newspress","summary":"TSMC today announced its net revenue for August 2021: On a consolidated basis, revenue for August 20","content":"<p>TSMC&nbsp;today announced its net revenue for August 2021: On a consolidated basis, revenue for August 2021 was approximately NT$137.43 billion, an increase of 10.3&nbsp;percent from July 2021 and an increase of 11.8&nbsp;percent from August 2020. Revenue for January through August 2021 totaled NT$996.54 billion, an increase of 17.2 percent compared to the same period in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/179f39de55e675045687b13640a7992c\" tg-width=\"676\" tg-height=\"139\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC revenue for August was approximately NT$137.43 billion,an increase of 11.8% YOY</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\">\nTSMC revenue for August was approximately NT$137.43 billion,an increase of 11.8% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-10 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TSMC&nbsp;today announced its net revenue for August 2021: On a consolidated basis, revenue for August 2021 was approximately NT$137.43 billion, an increase of 10.3&nbsp;percent from July 2021 and an increase of 11.8&nbsp;percent from August 2020. Revenue for January through August 2021 totaled NT$996.54 billion, an increase of 17.2 percent compared to the same period in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/179f39de55e675045687b13640a7992c\" tg-width=\"676\" tg-height=\"139\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145569739","content_text":"TSMC today announced its net revenue for August 2021: On a consolidated basis, revenue for August 2021 was approximately NT$137.43 billion, an increase of 10.3 percent from July 2021 and an increase of 11.8 percent from August 2020. Revenue for January through August 2021 totaled NT$996.54 billion, an increase of 17.2 percent compared to the same period in 2020.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815128000,"gmtCreate":1630658109100,"gmtModify":1631889124699,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815128000","repostId":"1169514310","repostType":4,"repost":{"id":"1169514310","kind":"news","pubTimestamp":1630656896,"share":"https://www.laohu8.com/m/news/1169514310?lang=&edition=full","pubTime":"2021-09-03 16:14","market":"us","language":"en","title":"2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1169514310","media":"Barron's","summary":"tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So w","content":"<p>tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just keep on going.</p>\n<p>First, though, it’s understandable why investors might be nervous.</p>\n<p>TheS&amp;P 500has gained about 21% year to date, far above the historical average annual return of about 10%. And in the first eight months, the index hasn’t had a pullback of more than 5%— a correction is defined as a 10% drawdown.</p>\n<p>Still, a good run needs something to stop it—likehigher corporate taxes,which the Biden administration supports. They could shave 5% or more off projected earnings estimates for S&amp;P 500 companies. Or persistent inflation, which could cause the Federal Reserve to rapidly reduce economic support. And there are a host of other catalysts, enough to push some analyststo forecast a retreat.</p>\n<p>But who knows how long Washington might take to put a new tax structure in place, or if lawmakers even will. Or what the deal is with inflation. There has been tapering talk for a few months now, and the Fed holds firm to its wait-and-see approach.</p>\n<p>So the nature of the market’s climb in the past couple of weeks seems to be the surest, strongest sign of what’s ahead. The S&amp;P 500 is up 3% since Aug. 18, the bottom of a brief and shallow drop.</p>\n<p>“[Market] internals improved last week,” writes&nbsp;Michael Gibbs, director of equity portfolio and technical strategy at Raymond James.</p>\n<p>First off, transaction volumes are improving.</p>\n<p>In late August, the daily number of shares traded on the&nbsp;SPDR S&amp;P 500 Exchange-Traded Fund Trust(SPY) has been about 54 million, according to FactSet. That’s above just under 50 million seen in the middle of the month.</p>\n<p>The upshot: When more market participants are transacting and they are bidding prices higher, it’s a vote of confidence in the market.</p>\n<p>Secondly, the rally has been broad-based—many stocks have participated. For example, almost 80% of stocks listed on the New York Stock Exchange have been gaining, according to Raymond James.</p>\n<p>The last time that metric hit such a high was November 2020. More stocks participating in the rally means the major indexes are less dependent on one group of stocks to move higher. Plus, witheconomically sensitive stocks on a run as well,it means investors are confident in sustained economic growth ahead.</p>\n<p>So more gains or a correction? We’ve made our case, but time will tell.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 16:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-outlook-crash-or-rally-51630526109?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-outlook-crash-or-rally-51630526109?siteid=yhoof2\">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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-outlook-crash-or-rally-51630526109?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169514310","content_text":"tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just keep on going.\nFirst, though, it’s understandable why investors might be nervous.\nTheS&P 500has gained about 21% year to date, far above the historical average annual return of about 10%. And in the first eight months, the index hasn’t had a pullback of more than 5%— a correction is defined as a 10% drawdown.\nStill, a good run needs something to stop it—likehigher corporate taxes,which the Biden administration supports. They could shave 5% or more off projected earnings estimates for S&P 500 companies. Or persistent inflation, which could cause the Federal Reserve to rapidly reduce economic support. And there are a host of other catalysts, enough to push some analyststo forecast a retreat.\nBut who knows how long Washington might take to put a new tax structure in place, or if lawmakers even will. Or what the deal is with inflation. There has been tapering talk for a few months now, and the Fed holds firm to its wait-and-see approach.\nSo the nature of the market’s climb in the past couple of weeks seems to be the surest, strongest sign of what’s ahead. The S&P 500 is up 3% since Aug. 18, the bottom of a brief and shallow drop.\n“[Market] internals improved last week,” writes Michael Gibbs, director of equity portfolio and technical strategy at Raymond James.\nFirst off, transaction volumes are improving.\nIn late August, the daily number of shares traded on the SPDR S&P 500 Exchange-Traded Fund Trust(SPY) has been about 54 million, according to FactSet. That’s above just under 50 million seen in the middle of the month.\nThe upshot: When more market participants are transacting and they are bidding prices higher, it’s a vote of confidence in the market.\nSecondly, the rally has been broad-based—many stocks have participated. For example, almost 80% of stocks listed on the New York Stock Exchange have been gaining, according to Raymond James.\nThe last time that metric hit such a high was November 2020. More stocks participating in the rally means the major indexes are less dependent on one group of stocks to move higher. Plus, witheconomically sensitive stocks on a run as well,it means investors are confident in sustained economic growth ahead.\nSo more gains or a correction? We’ve made our case, but time will tell.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815123715,"gmtCreate":1630658036237,"gmtModify":1631889124701,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815123715","repostId":"1188884179","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815123672,"gmtCreate":1630658012696,"gmtModify":1631889124705,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Good<a href=\"https://laohu8.com/U/3505175992816849\"></a>","listText":"Good<a href=\"https://laohu8.com/U/3505175992816849\"></a>","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815123672","repostId":"1198049168","repostType":4,"repost":{"id":"1198049168","kind":"news","pubTimestamp":1630657800,"share":"https://www.laohu8.com/m/news/1198049168?lang=&edition=full","pubTime":"2021-09-03 16:30","market":"us","language":"en","title":"The Three Big Transitions Reshaping Finance","url":"https://stock-news.laohu8.com/highlight/detail?id=1198049168","media":"Barron's","summary":"About the author: Stephen Deane, a chartered financial analyst, is senior director, legislative and ","content":"<p><i>About the author: Stephen Deane, a chartered financial analyst, is senior director, legislative and regulatory outreach, at the CFA Institute. He joined the institute after more than nine years at the U.S. Securities and Exchange Commission.</i></p>\n<p>Ever since Covid disrupted our lives, two themes have emerged.&nbsp;First, a feeling that we are living in an antechamber to a new and still-undefined era. And second, a pattern of hybrids, from homes converted into hybrid spaces of living/working/schooling, to expectations of a new office hybrid that will mix virtual and in-person meetings.</p>\n<p>But what about the world of finance and securities markets?&nbsp;There, too, we can find patterns of transition and hybrids.&nbsp;Consider three phenomena that began before Covid but have exploded in growth since then:&nbsp;digital assets, Robinhood, and SPACs.</p>\n<p>Start with the rise of cryptocurrencies, digital tokens and other such assets, which remain very much in a transitory stage (like the “Wild West,” SEC Chairman Gary Genslerrecently observed).&nbsp;Even as the crypto asset class has grown to an estimated $1.6 trillion, basic questions remain unanswered.&nbsp;Are digital tokens securities or commodities?&nbsp;Are decentralized finance platforms really securities exchanges?&nbsp;Are data miners and other digital service providers really broker-dealers?&nbsp;Should the SEC permit Bitcoin ETFs?&nbsp;And who should regulate these products, services and entities—the SEC, the CFTC, or banking regulators?</p>\n<p>Genslerhas calledon Congress to give the SEC “additional authorities to prevent transactions, products, and platforms from falling between regulatory cracks.” Specifically, he wants “additional plenary authority to write rules for and attach guardrails to crypto trading and lending.”&nbsp;And the U.S. House has passed a bill (H.R. 1602, the Eliminate Barriers to Innovation Act of 2021), which would require the SEC and CFTC to establish a working group on digital assets.</p>\n<p>Some of what passes as crypto innovations pretty clearly seems to be old-fashioned investment products dressed up in digital garb.&nbsp;That would include any stablecoins that function like money market funds and those tokens that fall within the definition of a security. Nonetheless, there is no denying that crypto mixes digital technology with traditional forms of finance in a hybrid of innovation.</p>\n<p>Second, consider Robinhood, which has exploded into view along with Redditor-fueled moonshot trades in meme stocks.&nbsp;Its proclaimedmission“to democratize finance for all” may invite skepticism, but the company can make a strong claim to having attracted a surge of first-time retail investors, representing a younger and more ethnically diverse customer base.&nbsp;Powering that success is Robinhood’s sleek mobile app—and its arsenal of gamification tools to entice and engage customers.&nbsp;But do the nudges and gamification tools cross the line into the realm of investment advice?</p>\n<p>“Once individuals become customers, Robinhood relentlessly bombards them with a number of strategies designed to encourage and incentivize continuous and repeated engagement with this application,” the Massachusetts state securities regulator alleges in alawsuitagainst Robinhood.&nbsp;The complaint points to several such techniques, from celebrating customer trades with confetti (a practice Robinhood has since abandoned) to plying customers with lists of most-traded and most-popular securities on its platform.</p>\n<p>Should practices like these be subject to the fiduciary standard of an investment adviser?&nbsp;Or to the new Best Interest standard for broker-dealers?&nbsp;Robinhood hascalledthe regulator elitist and says it isn’t making recommendations. Whatever the outcome of the lawsuit, these gamification techniques make Robinhood appear different in kind from the (boring?) practices of traditional broker-dealers that merely execute customers’ trades.&nbsp;The gamification of mobile trading apps may represent a hybrid between standard broker-dealer practices and full-fledged investment advice.</p>\n<p>Third, consider SPACs, which have been around since 2003 but have exploded in popularity in the Covid era.&nbsp;In a hugely successful marketing campaign, SPACs have presented themselves as a kind of poor man’s private equity.&nbsp;If true, that would make SPACs a hybrid between private investment opportunities and public markets.</p>\n<p>The deSPAC merger—the key event in the life of a SPAC—is also a hybrid.&nbsp;This is when the SPAC merges with a private operating company, allowing the target to become a public company without going through an IPO.&nbsp;Or is the merger itself really an IPO?</p>\n<p>That’s precisely the question raised by John Coates, a Harvard Law professor who has become a top SEC official.&nbsp;In a provocativespeechon April 8, Coates argued that the deSPAC merger is an initial public offering, because it is the first time the private operating company is introduced to the public.&nbsp;One speech, however, does not make SEC policy. And Coates’ theory remains untested in court. Nonetheless, it suggests how the deSPAC merger can be considered a hybrid between traditional forms of IPO and merger transactions.</p>\n<p>At a House Financial Services subcommitteehearingon May 24, Michael San Nicolas, Guam’s delegate, asked how a SPAC differed from a closed-end equity (mutual) fund.&nbsp;The question may have seemed arcane at the time, but in retrospect it appears to have foreshadowed a series of blockbuster lawsuits against SPACs.&nbsp;Former SEC Commissioner Robert J. Jackson, Jr. and Yale Law Professor John Morley have joined in alawsuitagainst Bill Ackman’s SPAC,Pershing Square Tontine Holdings Ltd.&nbsp;(ticker: PSTH), which raised $4 billion to become the single largest SPAC, and followed up with suits against two other SPACs,GO Acquisition Corp.and E.Merge Technology.&nbsp;The suits allege that the SPACs are really investment companies, like mutual funds and ETFs, because they invest in securities while searching for a merger partner.</p>\n<p>“Under the [Investment Company Act of 1940], an Investment Company is an entity whose primary business is investing in securities,” the lawsuit against PSTH argues.&nbsp;“And investing in securities is basically the only thing that PSTH has ever done.”</p>\n<p>Ackmansaysthe suit against his SPAC is meritless, but warns, “Because the basic issues raised here apply to every SPAC, a successful claim would imply that every SPAC may also be an illegal investment company.”&nbsp;The suit suggests one more way that SPACs could be considered a hybrid—a cross between an investment company (like a mutual fund) and a publicly traded company.</p>\n<p>One wonders how we will look back on these market developments a decade from now.&nbsp;Will SPACs, cryptoassets, and mobile trading apps be seen as hybrids that emerged in the antechamber we are living in now?</p>\n<p></p>\n<p></p>","source":"lsy1610680873436","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 Three Big Transitions Reshaping Finance</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 Three Big Transitions Reshaping Finance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-three-big-transitions-reshaping-finance-51630526645?mod=hp_COMMENTARY_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About the author: Stephen Deane, a chartered financial analyst, is senior director, legislative and regulatory outreach, at the CFA Institute. He joined the institute after more than nine years at the...</p>\n\n<a href=\"https://www.barrons.com/articles/the-three-big-transitions-reshaping-finance-51630526645?mod=hp_COMMENTARY_1\">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.barrons.com/articles/the-three-big-transitions-reshaping-finance-51630526645?mod=hp_COMMENTARY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198049168","content_text":"About the author: Stephen Deane, a chartered financial analyst, is senior director, legislative and regulatory outreach, at the CFA Institute. He joined the institute after more than nine years at the U.S. Securities and Exchange Commission.\nEver since Covid disrupted our lives, two themes have emerged. First, a feeling that we are living in an antechamber to a new and still-undefined era. And second, a pattern of hybrids, from homes converted into hybrid spaces of living/working/schooling, to expectations of a new office hybrid that will mix virtual and in-person meetings.\nBut what about the world of finance and securities markets? There, too, we can find patterns of transition and hybrids. Consider three phenomena that began before Covid but have exploded in growth since then: digital assets, Robinhood, and SPACs.\nStart with the rise of cryptocurrencies, digital tokens and other such assets, which remain very much in a transitory stage (like the “Wild West,” SEC Chairman Gary Genslerrecently observed). Even as the crypto asset class has grown to an estimated $1.6 trillion, basic questions remain unanswered. Are digital tokens securities or commodities? Are decentralized finance platforms really securities exchanges? Are data miners and other digital service providers really broker-dealers? Should the SEC permit Bitcoin ETFs? And who should regulate these products, services and entities—the SEC, the CFTC, or banking regulators?\nGenslerhas calledon Congress to give the SEC “additional authorities to prevent transactions, products, and platforms from falling between regulatory cracks.” Specifically, he wants “additional plenary authority to write rules for and attach guardrails to crypto trading and lending.” And the U.S. House has passed a bill (H.R. 1602, the Eliminate Barriers to Innovation Act of 2021), which would require the SEC and CFTC to establish a working group on digital assets.\nSome of what passes as crypto innovations pretty clearly seems to be old-fashioned investment products dressed up in digital garb. That would include any stablecoins that function like money market funds and those tokens that fall within the definition of a security. Nonetheless, there is no denying that crypto mixes digital technology with traditional forms of finance in a hybrid of innovation.\nSecond, consider Robinhood, which has exploded into view along with Redditor-fueled moonshot trades in meme stocks. Its proclaimedmission“to democratize finance for all” may invite skepticism, but the company can make a strong claim to having attracted a surge of first-time retail investors, representing a younger and more ethnically diverse customer base. Powering that success is Robinhood’s sleek mobile app—and its arsenal of gamification tools to entice and engage customers. But do the nudges and gamification tools cross the line into the realm of investment advice?\n“Once individuals become customers, Robinhood relentlessly bombards them with a number of strategies designed to encourage and incentivize continuous and repeated engagement with this application,” the Massachusetts state securities regulator alleges in alawsuitagainst Robinhood. The complaint points to several such techniques, from celebrating customer trades with confetti (a practice Robinhood has since abandoned) to plying customers with lists of most-traded and most-popular securities on its platform.\nShould practices like these be subject to the fiduciary standard of an investment adviser? Or to the new Best Interest standard for broker-dealers? Robinhood hascalledthe regulator elitist and says it isn’t making recommendations. Whatever the outcome of the lawsuit, these gamification techniques make Robinhood appear different in kind from the (boring?) practices of traditional broker-dealers that merely execute customers’ trades. The gamification of mobile trading apps may represent a hybrid between standard broker-dealer practices and full-fledged investment advice.\nThird, consider SPACs, which have been around since 2003 but have exploded in popularity in the Covid era. In a hugely successful marketing campaign, SPACs have presented themselves as a kind of poor man’s private equity. If true, that would make SPACs a hybrid between private investment opportunities and public markets.\nThe deSPAC merger—the key event in the life of a SPAC—is also a hybrid. This is when the SPAC merges with a private operating company, allowing the target to become a public company without going through an IPO. Or is the merger itself really an IPO?\nThat’s precisely the question raised by John Coates, a Harvard Law professor who has become a top SEC official. In a provocativespeechon April 8, Coates argued that the deSPAC merger is an initial public offering, because it is the first time the private operating company is introduced to the public. One speech, however, does not make SEC policy. And Coates’ theory remains untested in court. Nonetheless, it suggests how the deSPAC merger can be considered a hybrid between traditional forms of IPO and merger transactions.\nAt a House Financial Services subcommitteehearingon May 24, Michael San Nicolas, Guam’s delegate, asked how a SPAC differed from a closed-end equity (mutual) fund. The question may have seemed arcane at the time, but in retrospect it appears to have foreshadowed a series of blockbuster lawsuits against SPACs. Former SEC Commissioner Robert J. Jackson, Jr. and Yale Law Professor John Morley have joined in alawsuitagainst Bill Ackman’s SPAC,Pershing Square Tontine Holdings Ltd. (ticker: PSTH), which raised $4 billion to become the single largest SPAC, and followed up with suits against two other SPACs,GO Acquisition Corp.and E.Merge Technology. The suits allege that the SPACs are really investment companies, like mutual funds and ETFs, because they invest in securities while searching for a merger partner.\n“Under the [Investment Company Act of 1940], an Investment Company is an entity whose primary business is investing in securities,” the lawsuit against PSTH argues. “And investing in securities is basically the only thing that PSTH has ever done.”\nAckmansaysthe suit against his SPAC is meritless, but warns, “Because the basic issues raised here apply to every SPAC, a successful claim would imply that every SPAC may also be an illegal investment company.” The suit suggests one more way that SPACs could be considered a hybrid—a cross between an investment company (like a mutual fund) and a publicly traded company.\nOne wonders how we will look back on these market developments a decade from now. Will SPACs, cryptoassets, and mobile trading apps be seen as hybrids that emerged in the antechamber we are living in now?","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802592844,"gmtCreate":1627786413088,"gmtModify":1631889124709,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Shit","listText":"Shit","text":"Shit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802592844","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803523091,"gmtCreate":1627449831413,"gmtModify":1631889124720,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803523091","repostId":"2154386941","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174751031,"gmtCreate":1627143507523,"gmtModify":1631889124722,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174751031","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172300057,"gmtCreate":1626931730079,"gmtModify":1631889124726,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172300057","repostId":"1190301036","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172972510,"gmtCreate":1626931524730,"gmtModify":1631889124725,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Cheers","listText":"Cheers","text":"Cheers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172972510","repostId":"1162391670","repostType":4,"repost":{"id":"1162391670","kind":"news","pubTimestamp":1626930921,"share":"https://www.laohu8.com/m/news/1162391670?lang=&edition=full","pubTime":"2021-07-22 13:15","market":"us","language":"en","title":"BofA reups chip favorites as cloud spending broadens beyond Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1162391670","media":"Seeking Alpha","summary":"An update on expectations for capital expenditures from cloud companies from Bank of America brings ","content":"<p>An update on expectations for capital expenditures from cloud companies from&nbsp;<a href=\"https://laohu8.com/S/BAC\">Bank of America</a> brings the key takeaway that spending breadth is growing beyond the hefty footprint of Amazon Web Services.</p>\n<p>Overall the tracker points to growth in capex among the world's top seven hyperscalers of 21% in 2021, to $128B (or up 20% to $138B including Apple).</p>\n<p>That's a deceleration from last year's 37% growth. However, BofA notes that ex-<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, \"super 7\" capex is expected to grow 33% vs. just 9% a year ago. And limiting the look to the second half, ex-Amazon spending could surge 42%.</p>\n<p>That broadening is potentially a positive for merchant semiconductors, it says, since Amazon has been most active in insourcing \"specific processors/networking gear (AWS Graviton, Nitro).\"</p>\n<p>As for 2022, capital intensity of 9% at the super 7 would mark the lowest levels since 2017, it notes - indicating potentially conservative estimates for spending, particularly amid secular trends like AI/machine learning and 5G driving growing data consumption. Cloud sales at major vendors (AWS, Google Cloud, Microsoft Azure) are expected to grow at a compound annual rate of 32% from 2020 through 2022, but the capex outlook is \"muted,\" suggesting the Street may not appreciate the investments needed.</p>\n<p>And its top three picks for secular cloud-driven growth among semiconductor companies are <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> - though it notes there are \"multiple reasons\" to like the names. All three can outperform in an environment of decelerating growth for large markets including PCs, automobiles and smartphones.</p>\n<p>\"These stocks are not exposed to cyclical unit growth and volatile memory capex, but instead benefit from specific product cycles and share gains across AI, cloud computing, gaming, networking, enterprise, and 5G infrastructure,\" Vivek Arya and team write, \"which in our view limits their impact from macro swings and supports their best-in-semis ~20% sales/25%-plus EPS growth potential through 2023E (vs. semi industry average 7% sales/10% EPS growth).\"</p>\n<p>And while industry supply will continue to be an issue in the second half, scale and share growth means these three companies are \"critical customers\" of their foundry partners, and supply will continue to steadily improve.</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>BofA reups chip favorites as cloud spending broadens beyond Amazon</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\">\nBofA reups chip favorites as cloud spending broadens beyond Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3717825-bofa-reups-chip-favorites-as-cloud-spending-broadens-beyond-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An update on expectations for capital expenditures from cloud companies from Bank of America brings the key takeaway that spending breadth is growing beyond the hefty footprint of Amazon Web Services....</p>\n\n<a href=\"https://seekingalpha.com/news/3717825-bofa-reups-chip-favorites-as-cloud-spending-broadens-beyond-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","MRVL":"迈威尔科技","AMZN":"亚马逊","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3717825-bofa-reups-chip-favorites-as-cloud-spending-broadens-beyond-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162391670","content_text":"An update on expectations for capital expenditures from cloud companies from Bank of America brings the key takeaway that spending breadth is growing beyond the hefty footprint of Amazon Web Services.\nOverall the tracker points to growth in capex among the world's top seven hyperscalers of 21% in 2021, to $128B (or up 20% to $138B including Apple).\nThat's a deceleration from last year's 37% growth. However, BofA notes that ex-Amazon.com, \"super 7\" capex is expected to grow 33% vs. just 9% a year ago. And limiting the look to the second half, ex-Amazon spending could surge 42%.\nThat broadening is potentially a positive for merchant semiconductors, it says, since Amazon has been most active in insourcing \"specific processors/networking gear (AWS Graviton, Nitro).\"\nAs for 2022, capital intensity of 9% at the super 7 would mark the lowest levels since 2017, it notes - indicating potentially conservative estimates for spending, particularly amid secular trends like AI/machine learning and 5G driving growing data consumption. Cloud sales at major vendors (AWS, Google Cloud, Microsoft Azure) are expected to grow at a compound annual rate of 32% from 2020 through 2022, but the capex outlook is \"muted,\" suggesting the Street may not appreciate the investments needed.\nAnd its top three picks for secular cloud-driven growth among semiconductor companies are NVIDIA Corp, AMD and Marvell Technology - though it notes there are \"multiple reasons\" to like the names. All three can outperform in an environment of decelerating growth for large markets including PCs, automobiles and smartphones.\n\"These stocks are not exposed to cyclical unit growth and volatile memory capex, but instead benefit from specific product cycles and share gains across AI, cloud computing, gaming, networking, enterprise, and 5G infrastructure,\" Vivek Arya and team write, \"which in our view limits their impact from macro swings and supports their best-in-semis ~20% sales/25%-plus EPS growth potential through 2023E (vs. semi industry average 7% sales/10% EPS growth).\"\nAnd while industry supply will continue to be an issue in the second half, scale and share growth means these three companies are \"critical customers\" of their foundry partners, and supply will continue to steadily 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631252036,"share":"https://www.laohu8.com/m/news/1145569739?lang=&edition=full","pubTime":"2021-09-10 13:33","market":"us","language":"en","title":"TSMC revenue for August was approximately NT$137.43 billion,an increase of 11.8% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1145569739","media":"Tiger Newspress","summary":"TSMC today announced its net revenue for August 2021: On a consolidated basis, revenue for August 20","content":"<p>TSMC&nbsp;today announced its net revenue for August 2021: On a consolidated basis, revenue for August 2021 was approximately NT$137.43 billion, an increase of 10.3&nbsp;percent from July 2021 and an increase of 11.8&nbsp;percent from August 2020. Revenue for January through August 2021 totaled NT$996.54 billion, an increase of 17.2 percent compared to the same period in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/179f39de55e675045687b13640a7992c\" tg-width=\"676\" tg-height=\"139\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC revenue for August was approximately NT$137.43 billion,an increase of 11.8% YOY</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\">\nTSMC revenue for August was approximately NT$137.43 billion,an increase of 11.8% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-10 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TSMC&nbsp;today announced its net revenue for August 2021: On a consolidated basis, revenue for August 2021 was approximately NT$137.43 billion, an increase of 10.3&nbsp;percent from July 2021 and an increase of 11.8&nbsp;percent from August 2020. Revenue for January through August 2021 totaled NT$996.54 billion, an increase of 17.2 percent compared to the same period in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/179f39de55e675045687b13640a7992c\" tg-width=\"676\" tg-height=\"139\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145569739","content_text":"TSMC today announced its net revenue for August 2021: On a consolidated basis, revenue for August 2021 was approximately NT$137.43 billion, an increase of 10.3 percent from July 2021 and an increase of 11.8 percent from August 2020. Revenue for January through August 2021 totaled NT$996.54 billion, an increase of 17.2 percent compared to the same period in 2020.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815123672,"gmtCreate":1630658012696,"gmtModify":1631889124705,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Good<a href=\"https://laohu8.com/U/3505175992816849\"></a>","listText":"Good<a href=\"https://laohu8.com/U/3505175992816849\"></a>","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815123672","repostId":"1198049168","repostType":4,"repost":{"id":"1198049168","kind":"news","pubTimestamp":1630657800,"share":"https://www.laohu8.com/m/news/1198049168?lang=&edition=full","pubTime":"2021-09-03 16:30","market":"us","language":"en","title":"The Three Big Transitions Reshaping Finance","url":"https://stock-news.laohu8.com/highlight/detail?id=1198049168","media":"Barron's","summary":"About the author: Stephen Deane, a chartered financial analyst, is senior director, legislative and ","content":"<p><i>About the author: Stephen Deane, a chartered financial analyst, is senior director, legislative and regulatory outreach, at the CFA Institute. He joined the institute after more than nine years at the U.S. Securities and Exchange Commission.</i></p>\n<p>Ever since Covid disrupted our lives, two themes have emerged.&nbsp;First, a feeling that we are living in an antechamber to a new and still-undefined era. And second, a pattern of hybrids, from homes converted into hybrid spaces of living/working/schooling, to expectations of a new office hybrid that will mix virtual and in-person meetings.</p>\n<p>But what about the world of finance and securities markets?&nbsp;There, too, we can find patterns of transition and hybrids.&nbsp;Consider three phenomena that began before Covid but have exploded in growth since then:&nbsp;digital assets, Robinhood, and SPACs.</p>\n<p>Start with the rise of cryptocurrencies, digital tokens and other such assets, which remain very much in a transitory stage (like the “Wild West,” SEC Chairman Gary Genslerrecently observed).&nbsp;Even as the crypto asset class has grown to an estimated $1.6 trillion, basic questions remain unanswered.&nbsp;Are digital tokens securities or commodities?&nbsp;Are decentralized finance platforms really securities exchanges?&nbsp;Are data miners and other digital service providers really broker-dealers?&nbsp;Should the SEC permit Bitcoin ETFs?&nbsp;And who should regulate these products, services and entities—the SEC, the CFTC, or banking regulators?</p>\n<p>Genslerhas calledon Congress to give the SEC “additional authorities to prevent transactions, products, and platforms from falling between regulatory cracks.” Specifically, he wants “additional plenary authority to write rules for and attach guardrails to crypto trading and lending.”&nbsp;And the U.S. House has passed a bill (H.R. 1602, the Eliminate Barriers to Innovation Act of 2021), which would require the SEC and CFTC to establish a working group on digital assets.</p>\n<p>Some of what passes as crypto innovations pretty clearly seems to be old-fashioned investment products dressed up in digital garb.&nbsp;That would include any stablecoins that function like money market funds and those tokens that fall within the definition of a security. Nonetheless, there is no denying that crypto mixes digital technology with traditional forms of finance in a hybrid of innovation.</p>\n<p>Second, consider Robinhood, which has exploded into view along with Redditor-fueled moonshot trades in meme stocks.&nbsp;Its proclaimedmission“to democratize finance for all” may invite skepticism, but the company can make a strong claim to having attracted a surge of first-time retail investors, representing a younger and more ethnically diverse customer base.&nbsp;Powering that success is Robinhood’s sleek mobile app—and its arsenal of gamification tools to entice and engage customers.&nbsp;But do the nudges and gamification tools cross the line into the realm of investment advice?</p>\n<p>“Once individuals become customers, Robinhood relentlessly bombards them with a number of strategies designed to encourage and incentivize continuous and repeated engagement with this application,” the Massachusetts state securities regulator alleges in alawsuitagainst Robinhood.&nbsp;The complaint points to several such techniques, from celebrating customer trades with confetti (a practice Robinhood has since abandoned) to plying customers with lists of most-traded and most-popular securities on its platform.</p>\n<p>Should practices like these be subject to the fiduciary standard of an investment adviser?&nbsp;Or to the new Best Interest standard for broker-dealers?&nbsp;Robinhood hascalledthe regulator elitist and says it isn’t making recommendations. Whatever the outcome of the lawsuit, these gamification techniques make Robinhood appear different in kind from the (boring?) practices of traditional broker-dealers that merely execute customers’ trades.&nbsp;The gamification of mobile trading apps may represent a hybrid between standard broker-dealer practices and full-fledged investment advice.</p>\n<p>Third, consider SPACs, which have been around since 2003 but have exploded in popularity in the Covid era.&nbsp;In a hugely successful marketing campaign, SPACs have presented themselves as a kind of poor man’s private equity.&nbsp;If true, that would make SPACs a hybrid between private investment opportunities and public markets.</p>\n<p>The deSPAC merger—the key event in the life of a SPAC—is also a hybrid.&nbsp;This is when the SPAC merges with a private operating company, allowing the target to become a public company without going through an IPO.&nbsp;Or is the merger itself really an IPO?</p>\n<p>That’s precisely the question raised by John Coates, a Harvard Law professor who has become a top SEC official.&nbsp;In a provocativespeechon April 8, Coates argued that the deSPAC merger is an initial public offering, because it is the first time the private operating company is introduced to the public.&nbsp;One speech, however, does not make SEC policy. And Coates’ theory remains untested in court. Nonetheless, it suggests how the deSPAC merger can be considered a hybrid between traditional forms of IPO and merger transactions.</p>\n<p>At a House Financial Services subcommitteehearingon May 24, Michael San Nicolas, Guam’s delegate, asked how a SPAC differed from a closed-end equity (mutual) fund.&nbsp;The question may have seemed arcane at the time, but in retrospect it appears to have foreshadowed a series of blockbuster lawsuits against SPACs.&nbsp;Former SEC Commissioner Robert J. Jackson, Jr. and Yale Law Professor John Morley have joined in alawsuitagainst Bill Ackman’s SPAC,Pershing Square Tontine Holdings Ltd.&nbsp;(ticker: PSTH), which raised $4 billion to become the single largest SPAC, and followed up with suits against two other SPACs,GO Acquisition Corp.and E.Merge Technology.&nbsp;The suits allege that the SPACs are really investment companies, like mutual funds and ETFs, because they invest in securities while searching for a merger partner.</p>\n<p>“Under the [Investment Company Act of 1940], an Investment Company is an entity whose primary business is investing in securities,” the lawsuit against PSTH argues.&nbsp;“And investing in securities is basically the only thing that PSTH has ever done.”</p>\n<p>Ackmansaysthe suit against his SPAC is meritless, but warns, “Because the basic issues raised here apply to every SPAC, a successful claim would imply that every SPAC may also be an illegal investment company.”&nbsp;The suit suggests one more way that SPACs could be considered a hybrid—a cross between an investment company (like a mutual fund) and a publicly traded company.</p>\n<p>One wonders how we will look back on these market developments a decade from now.&nbsp;Will SPACs, cryptoassets, and mobile trading apps be seen as hybrids that emerged in the antechamber we are living in now?</p>\n<p></p>\n<p></p>","source":"lsy1610680873436","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 Three Big Transitions Reshaping Finance</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 Three Big Transitions Reshaping Finance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-three-big-transitions-reshaping-finance-51630526645?mod=hp_COMMENTARY_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About the author: Stephen Deane, a chartered financial analyst, is senior director, legislative and regulatory outreach, at the CFA Institute. He joined the institute after more than nine years at the...</p>\n\n<a href=\"https://www.barrons.com/articles/the-three-big-transitions-reshaping-finance-51630526645?mod=hp_COMMENTARY_1\">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.barrons.com/articles/the-three-big-transitions-reshaping-finance-51630526645?mod=hp_COMMENTARY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198049168","content_text":"About the author: Stephen Deane, a chartered financial analyst, is senior director, legislative and regulatory outreach, at the CFA Institute. He joined the institute after more than nine years at the U.S. Securities and Exchange Commission.\nEver since Covid disrupted our lives, two themes have emerged. First, a feeling that we are living in an antechamber to a new and still-undefined era. And second, a pattern of hybrids, from homes converted into hybrid spaces of living/working/schooling, to expectations of a new office hybrid that will mix virtual and in-person meetings.\nBut what about the world of finance and securities markets? There, too, we can find patterns of transition and hybrids. Consider three phenomena that began before Covid but have exploded in growth since then: digital assets, Robinhood, and SPACs.\nStart with the rise of cryptocurrencies, digital tokens and other such assets, which remain very much in a transitory stage (like the “Wild West,” SEC Chairman Gary Genslerrecently observed). Even as the crypto asset class has grown to an estimated $1.6 trillion, basic questions remain unanswered. Are digital tokens securities or commodities? Are decentralized finance platforms really securities exchanges? Are data miners and other digital service providers really broker-dealers? Should the SEC permit Bitcoin ETFs? And who should regulate these products, services and entities—the SEC, the CFTC, or banking regulators?\nGenslerhas calledon Congress to give the SEC “additional authorities to prevent transactions, products, and platforms from falling between regulatory cracks.” Specifically, he wants “additional plenary authority to write rules for and attach guardrails to crypto trading and lending.” And the U.S. House has passed a bill (H.R. 1602, the Eliminate Barriers to Innovation Act of 2021), which would require the SEC and CFTC to establish a working group on digital assets.\nSome of what passes as crypto innovations pretty clearly seems to be old-fashioned investment products dressed up in digital garb. That would include any stablecoins that function like money market funds and those tokens that fall within the definition of a security. Nonetheless, there is no denying that crypto mixes digital technology with traditional forms of finance in a hybrid of innovation.\nSecond, consider Robinhood, which has exploded into view along with Redditor-fueled moonshot trades in meme stocks. Its proclaimedmission“to democratize finance for all” may invite skepticism, but the company can make a strong claim to having attracted a surge of first-time retail investors, representing a younger and more ethnically diverse customer base. Powering that success is Robinhood’s sleek mobile app—and its arsenal of gamification tools to entice and engage customers. But do the nudges and gamification tools cross the line into the realm of investment advice?\n“Once individuals become customers, Robinhood relentlessly bombards them with a number of strategies designed to encourage and incentivize continuous and repeated engagement with this application,” the Massachusetts state securities regulator alleges in alawsuitagainst Robinhood. The complaint points to several such techniques, from celebrating customer trades with confetti (a practice Robinhood has since abandoned) to plying customers with lists of most-traded and most-popular securities on its platform.\nShould practices like these be subject to the fiduciary standard of an investment adviser? Or to the new Best Interest standard for broker-dealers? Robinhood hascalledthe regulator elitist and says it isn’t making recommendations. Whatever the outcome of the lawsuit, these gamification techniques make Robinhood appear different in kind from the (boring?) practices of traditional broker-dealers that merely execute customers’ trades. The gamification of mobile trading apps may represent a hybrid between standard broker-dealer practices and full-fledged investment advice.\nThird, consider SPACs, which have been around since 2003 but have exploded in popularity in the Covid era. In a hugely successful marketing campaign, SPACs have presented themselves as a kind of poor man’s private equity. If true, that would make SPACs a hybrid between private investment opportunities and public markets.\nThe deSPAC merger—the key event in the life of a SPAC—is also a hybrid. This is when the SPAC merges with a private operating company, allowing the target to become a public company without going through an IPO. Or is the merger itself really an IPO?\nThat’s precisely the question raised by John Coates, a Harvard Law professor who has become a top SEC official. In a provocativespeechon April 8, Coates argued that the deSPAC merger is an initial public offering, because it is the first time the private operating company is introduced to the public. One speech, however, does not make SEC policy. And Coates’ theory remains untested in court. Nonetheless, it suggests how the deSPAC merger can be considered a hybrid between traditional forms of IPO and merger transactions.\nAt a House Financial Services subcommitteehearingon May 24, Michael San Nicolas, Guam’s delegate, asked how a SPAC differed from a closed-end equity (mutual) fund. The question may have seemed arcane at the time, but in retrospect it appears to have foreshadowed a series of blockbuster lawsuits against SPACs. Former SEC Commissioner Robert J. Jackson, Jr. and Yale Law Professor John Morley have joined in alawsuitagainst Bill Ackman’s SPAC,Pershing Square Tontine Holdings Ltd. (ticker: PSTH), which raised $4 billion to become the single largest SPAC, and followed up with suits against two other SPACs,GO Acquisition Corp.and E.Merge Technology. The suits allege that the SPACs are really investment companies, like mutual funds and ETFs, because they invest in securities while searching for a merger partner.\n“Under the [Investment Company Act of 1940], an Investment Company is an entity whose primary business is investing in securities,” the lawsuit against PSTH argues. “And investing in securities is basically the only thing that PSTH has ever done.”\nAckmansaysthe suit against his SPAC is meritless, but warns, “Because the basic issues raised here apply to every SPAC, a successful claim would imply that every SPAC may also be an illegal investment company.” The suit suggests one more way that SPACs could be considered a hybrid—a cross between an investment company (like a mutual fund) and a publicly traded company.\nOne wonders how we will look back on these market developments a decade from now. Will SPACs, cryptoassets, and mobile trading apps be seen as hybrids that emerged in the antechamber we are living in now?","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815128000,"gmtCreate":1630658109100,"gmtModify":1631889124699,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815128000","repostId":"1169514310","repostType":4,"repost":{"id":"1169514310","kind":"news","pubTimestamp":1630656896,"share":"https://www.laohu8.com/m/news/1169514310?lang=&edition=full","pubTime":"2021-09-03 16:14","market":"us","language":"en","title":"2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1169514310","media":"Barron's","summary":"tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So w","content":"<p>tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just keep on going.</p>\n<p>First, though, it’s understandable why investors might be nervous.</p>\n<p>TheS&amp;P 500has gained about 21% year to date, far above the historical average annual return of about 10%. And in the first eight months, the index hasn’t had a pullback of more than 5%— a correction is defined as a 10% drawdown.</p>\n<p>Still, a good run needs something to stop it—likehigher corporate taxes,which the Biden administration supports. They could shave 5% or more off projected earnings estimates for S&amp;P 500 companies. Or persistent inflation, which could cause the Federal Reserve to rapidly reduce economic support. And there are a host of other catalysts, enough to push some analyststo forecast a retreat.</p>\n<p>But who knows how long Washington might take to put a new tax structure in place, or if lawmakers even will. Or what the deal is with inflation. There has been tapering talk for a few months now, and the Fed holds firm to its wait-and-see approach.</p>\n<p>So the nature of the market’s climb in the past couple of weeks seems to be the surest, strongest sign of what’s ahead. The S&amp;P 500 is up 3% since Aug. 18, the bottom of a brief and shallow drop.</p>\n<p>“[Market] internals improved last week,” writes&nbsp;Michael Gibbs, director of equity portfolio and technical strategy at Raymond James.</p>\n<p>First off, transaction volumes are improving.</p>\n<p>In late August, the daily number of shares traded on the&nbsp;SPDR S&amp;P 500 Exchange-Traded Fund Trust(SPY) has been about 54 million, according to FactSet. That’s above just under 50 million seen in the middle of the month.</p>\n<p>The upshot: When more market participants are transacting and they are bidding prices higher, it’s a vote of confidence in the market.</p>\n<p>Secondly, the rally has been broad-based—many stocks have participated. For example, almost 80% of stocks listed on the New York Stock Exchange have been gaining, according to Raymond James.</p>\n<p>The last time that metric hit such a high was November 2020. More stocks participating in the rally means the major indexes are less dependent on one group of stocks to move higher. Plus, witheconomically sensitive stocks on a run as well,it means investors are confident in sustained economic growth ahead.</p>\n<p>So more gains or a correction? We’ve made our case, but time will tell.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Good Reasons the Stock Market Isn’t Ready to Blow Up Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 16:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-outlook-crash-or-rally-51630526109?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-outlook-crash-or-rally-51630526109?siteid=yhoof2\">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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-outlook-crash-or-rally-51630526109?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169514310","content_text":"tocks have had an impressive year so far, but there are still four months before 2021 wraps up. So what’s ahead? A correction? More gains? Right now, it’s easier to make the case for the rally to just keep on going.\nFirst, though, it’s understandable why investors might be nervous.\nTheS&P 500has gained about 21% year to date, far above the historical average annual return of about 10%. And in the first eight months, the index hasn’t had a pullback of more than 5%— a correction is defined as a 10% drawdown.\nStill, a good run needs something to stop it—likehigher corporate taxes,which the Biden administration supports. They could shave 5% or more off projected earnings estimates for S&P 500 companies. Or persistent inflation, which could cause the Federal Reserve to rapidly reduce economic support. And there are a host of other catalysts, enough to push some analyststo forecast a retreat.\nBut who knows how long Washington might take to put a new tax structure in place, or if lawmakers even will. Or what the deal is with inflation. There has been tapering talk for a few months now, and the Fed holds firm to its wait-and-see approach.\nSo the nature of the market’s climb in the past couple of weeks seems to be the surest, strongest sign of what’s ahead. The S&P 500 is up 3% since Aug. 18, the bottom of a brief and shallow drop.\n“[Market] internals improved last week,” writes Michael Gibbs, director of equity portfolio and technical strategy at Raymond James.\nFirst off, transaction volumes are improving.\nIn late August, the daily number of shares traded on the SPDR S&P 500 Exchange-Traded Fund Trust(SPY) has been about 54 million, according to FactSet. That’s above just under 50 million seen in the middle of the month.\nThe upshot: When more market participants are transacting and they are bidding prices higher, it’s a vote of confidence in the market.\nSecondly, the rally has been broad-based—many stocks have participated. For example, almost 80% of stocks listed on the New York Stock Exchange have been gaining, according to Raymond James.\nThe last time that metric hit such a high was November 2020. More stocks participating in the rally means the major indexes are less dependent on one group of stocks to move higher. Plus, witheconomically sensitive stocks on a run as well,it means investors are confident in sustained economic growth ahead.\nSo more gains or a correction? We’ve made our case, but time will tell.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174751031,"gmtCreate":1627143507523,"gmtModify":1631889124722,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174751031","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609999784,"gmtCreate":1638229536458,"gmtModify":1638229829178,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609999784","repostId":"2187306590","repostType":2,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172972510,"gmtCreate":1626931524730,"gmtModify":1631889124725,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Cheers","listText":"Cheers","text":"Cheers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172972510","repostId":"1162391670","repostType":4,"repost":{"id":"1162391670","kind":"news","pubTimestamp":1626930921,"share":"https://www.laohu8.com/m/news/1162391670?lang=&edition=full","pubTime":"2021-07-22 13:15","market":"us","language":"en","title":"BofA reups chip favorites as cloud spending broadens beyond Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1162391670","media":"Seeking Alpha","summary":"An update on expectations for capital expenditures from cloud companies from Bank of America brings ","content":"<p>An update on expectations for capital expenditures from cloud companies from&nbsp;<a href=\"https://laohu8.com/S/BAC\">Bank of America</a> brings the key takeaway that spending breadth is growing beyond the hefty footprint of Amazon Web Services.</p>\n<p>Overall the tracker points to growth in capex among the world's top seven hyperscalers of 21% in 2021, to $128B (or up 20% to $138B including Apple).</p>\n<p>That's a deceleration from last year's 37% growth. However, BofA notes that ex-<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, \"super 7\" capex is expected to grow 33% vs. just 9% a year ago. And limiting the look to the second half, ex-Amazon spending could surge 42%.</p>\n<p>That broadening is potentially a positive for merchant semiconductors, it says, since Amazon has been most active in insourcing \"specific processors/networking gear (AWS Graviton, Nitro).\"</p>\n<p>As for 2022, capital intensity of 9% at the super 7 would mark the lowest levels since 2017, it notes - indicating potentially conservative estimates for spending, particularly amid secular trends like AI/machine learning and 5G driving growing data consumption. Cloud sales at major vendors (AWS, Google Cloud, Microsoft Azure) are expected to grow at a compound annual rate of 32% from 2020 through 2022, but the capex outlook is \"muted,\" suggesting the Street may not appreciate the investments needed.</p>\n<p>And its top three picks for secular cloud-driven growth among semiconductor companies are <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> - though it notes there are \"multiple reasons\" to like the names. All three can outperform in an environment of decelerating growth for large markets including PCs, automobiles and smartphones.</p>\n<p>\"These stocks are not exposed to cyclical unit growth and volatile memory capex, but instead benefit from specific product cycles and share gains across AI, cloud computing, gaming, networking, enterprise, and 5G infrastructure,\" Vivek Arya and team write, \"which in our view limits their impact from macro swings and supports their best-in-semis ~20% sales/25%-plus EPS growth potential through 2023E (vs. semi industry average 7% sales/10% EPS growth).\"</p>\n<p>And while industry supply will continue to be an issue in the second half, scale and share growth means these three companies are \"critical customers\" of their foundry partners, and supply will continue to steadily improve.</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>BofA reups chip favorites as cloud spending broadens beyond Amazon</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\">\nBofA reups chip favorites as cloud spending broadens beyond Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3717825-bofa-reups-chip-favorites-as-cloud-spending-broadens-beyond-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An update on expectations for capital expenditures from cloud companies from Bank of America brings the key takeaway that spending breadth is growing beyond the hefty footprint of Amazon Web Services....</p>\n\n<a href=\"https://seekingalpha.com/news/3717825-bofa-reups-chip-favorites-as-cloud-spending-broadens-beyond-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","MRVL":"迈威尔科技","AMZN":"亚马逊","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3717825-bofa-reups-chip-favorites-as-cloud-spending-broadens-beyond-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162391670","content_text":"An update on expectations for capital expenditures from cloud companies from Bank of America brings the key takeaway that spending breadth is growing beyond the hefty footprint of Amazon Web Services.\nOverall the tracker points to growth in capex among the world's top seven hyperscalers of 21% in 2021, to $128B (or up 20% to $138B including Apple).\nThat's a deceleration from last year's 37% growth. However, BofA notes that ex-Amazon.com, \"super 7\" capex is expected to grow 33% vs. just 9% a year ago. And limiting the look to the second half, ex-Amazon spending could surge 42%.\nThat broadening is potentially a positive for merchant semiconductors, it says, since Amazon has been most active in insourcing \"specific processors/networking gear (AWS Graviton, Nitro).\"\nAs for 2022, capital intensity of 9% at the super 7 would mark the lowest levels since 2017, it notes - indicating potentially conservative estimates for spending, particularly amid secular trends like AI/machine learning and 5G driving growing data consumption. Cloud sales at major vendors (AWS, Google Cloud, Microsoft Azure) are expected to grow at a compound annual rate of 32% from 2020 through 2022, but the capex outlook is \"muted,\" suggesting the Street may not appreciate the investments needed.\nAnd its top three picks for secular cloud-driven growth among semiconductor companies are NVIDIA Corp, AMD and Marvell Technology - though it notes there are \"multiple reasons\" to like the names. All three can outperform in an environment of decelerating growth for large markets including PCs, automobiles and smartphones.\n\"These stocks are not exposed to cyclical unit growth and volatile memory capex, but instead benefit from specific product cycles and share gains across AI, cloud computing, gaming, networking, enterprise, and 5G infrastructure,\" Vivek Arya and team write, \"which in our view limits their impact from macro swings and supports their best-in-semis ~20% sales/25%-plus EPS growth potential through 2023E (vs. semi industry average 7% sales/10% EPS growth).\"\nAnd while industry supply will continue to be an issue in the second half, scale and share growth means these three companies are \"critical customers\" of their foundry partners, and supply will continue to steadily improve.","news_type":1,"symbols_score_info":{"AMD":0.9,"AMZN":0.9,"BAC":0.9,"MRVL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699701710,"gmtCreate":1639886465131,"gmtModify":1639886465248,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699701710","repostId":"607956813","repostType":1,"repost":{"id":607956813,"gmtCreate":1639478822145,"gmtModify":1639488106377,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"逼近腰斩，雷军的衬衣将再次湿透？","htmlText":"今年8月，雷军在一次新品发布会上发表深情演讲，从创业到产品，款款而谈，最后嗓音都有些嘶哑。虽然情怀让人动情，但引发最多关注的却是一个小小的“八卦”：雷军说，因为小米股价跌跌不休，自己曾经被投资人当小学生，当面数落了一个小时，从战略到产品再到管理，自己衬衣都湿了。显然，雷军被数落的时间，是在2018年7月上市之后，股价从发行价17港币一路下跌至8.28港币，腰斩的现实与上市前雷军放话“要让在上市首日买入小米公司股票的投资人赚一倍！”形成巨大落差。曾经的痛苦能有朝一日趣谈，自然是小米股价大涨给了雷军勇气。然而好景不长，距离自嘲仅仅过了4个月，小米股价再次来到腰斩的边缘。如果说上一次腰斩是雷军互联网估值与市场制造业估值之间的矛盾，那这次腰斩，只能怪实力不济了。2021年11月23日，小米发布三季报，营收同比增速仅8.2%，核心业务手机出货量同比下滑5.8%！财报发布之后，小米股价在次日重挫近7%。手机业务占总营收的比重高达61%，互联网服务建立在手机出货量之上，因此，一旦核心业务下滑，带给市场的恐惧是极其巨大的。公司给出的出货量下滑原因是芯片短缺造成的供应链危机，同时iPhone13热销也挤压了国产手机的市场份额。展望未来，管理层预计供应链短缺将持续至2022年下半年，但高端产品缺芯状况明年上半年或将率先改善。而iPhone13方面，首发时间是9月15日，完整的销售爆发于四季度，因此，国产手机或仍将承压。虽然IOT和互联网服务业务方面有不少亮点，但影响力远不如出货量下降带来的震撼，因此，小米股价目前被手机业务绑架。由于第三方数据抢在财报发布之前发布，因此市场对三季度业绩有一定的预期，股价提前下跌便是明证。展望2022年，虽然有供应链短缺影响，但管理层仍然相信能完成出货量2亿台的目标，较2020年出货量增长36%。根据中国信通院数据显示，2021年11月，国内市场手机出货量3525","listText":"今年8月，雷军在一次新品发布会上发表深情演讲，从创业到产品，款款而谈，最后嗓音都有些嘶哑。虽然情怀让人动情，但引发最多关注的却是一个小小的“八卦”：雷军说，因为小米股价跌跌不休，自己曾经被投资人当小学生，当面数落了一个小时，从战略到产品再到管理，自己衬衣都湿了。显然，雷军被数落的时间，是在2018年7月上市之后，股价从发行价17港币一路下跌至8.28港币，腰斩的现实与上市前雷军放话“要让在上市首日买入小米公司股票的投资人赚一倍！”形成巨大落差。曾经的痛苦能有朝一日趣谈，自然是小米股价大涨给了雷军勇气。然而好景不长，距离自嘲仅仅过了4个月，小米股价再次来到腰斩的边缘。如果说上一次腰斩是雷军互联网估值与市场制造业估值之间的矛盾，那这次腰斩，只能怪实力不济了。2021年11月23日，小米发布三季报，营收同比增速仅8.2%，核心业务手机出货量同比下滑5.8%！财报发布之后，小米股价在次日重挫近7%。手机业务占总营收的比重高达61%，互联网服务建立在手机出货量之上，因此，一旦核心业务下滑，带给市场的恐惧是极其巨大的。公司给出的出货量下滑原因是芯片短缺造成的供应链危机，同时iPhone13热销也挤压了国产手机的市场份额。展望未来，管理层预计供应链短缺将持续至2022年下半年，但高端产品缺芯状况明年上半年或将率先改善。而iPhone13方面，首发时间是9月15日，完整的销售爆发于四季度，因此，国产手机或仍将承压。虽然IOT和互联网服务业务方面有不少亮点，但影响力远不如出货量下降带来的震撼，因此，小米股价目前被手机业务绑架。由于第三方数据抢在财报发布之前发布，因此市场对三季度业绩有一定的预期，股价提前下跌便是明证。展望2022年，虽然有供应链短缺影响，但管理层仍然相信能完成出货量2亿台的目标，较2020年出货量增长36%。根据中国信通院数据显示，2021年11月，国内市场手机出货量3525","text":"今年8月，雷军在一次新品发布会上发表深情演讲，从创业到产品，款款而谈，最后嗓音都有些嘶哑。虽然情怀让人动情，但引发最多关注的却是一个小小的“八卦”：雷军说，因为小米股价跌跌不休，自己曾经被投资人当小学生，当面数落了一个小时，从战略到产品再到管理，自己衬衣都湿了。显然，雷军被数落的时间，是在2018年7月上市之后，股价从发行价17港币一路下跌至8.28港币，腰斩的现实与上市前雷军放话“要让在上市首日买入小米公司股票的投资人赚一倍！”形成巨大落差。曾经的痛苦能有朝一日趣谈，自然是小米股价大涨给了雷军勇气。然而好景不长，距离自嘲仅仅过了4个月，小米股价再次来到腰斩的边缘。如果说上一次腰斩是雷军互联网估值与市场制造业估值之间的矛盾，那这次腰斩，只能怪实力不济了。2021年11月23日，小米发布三季报，营收同比增速仅8.2%，核心业务手机出货量同比下滑5.8%！财报发布之后，小米股价在次日重挫近7%。手机业务占总营收的比重高达61%，互联网服务建立在手机出货量之上，因此，一旦核心业务下滑，带给市场的恐惧是极其巨大的。公司给出的出货量下滑原因是芯片短缺造成的供应链危机，同时iPhone13热销也挤压了国产手机的市场份额。展望未来，管理层预计供应链短缺将持续至2022年下半年，但高端产品缺芯状况明年上半年或将率先改善。而iPhone13方面，首发时间是9月15日，完整的销售爆发于四季度，因此，国产手机或仍将承压。虽然IOT和互联网服务业务方面有不少亮点，但影响力远不如出货量下降带来的震撼，因此，小米股价目前被手机业务绑架。由于第三方数据抢在财报发布之前发布，因此市场对三季度业绩有一定的预期，股价提前下跌便是明证。展望2022年，虽然有供应链短缺影响，但管理层仍然相信能完成出货量2亿台的目标，较2020年出货量增长36%。根据中国信通院数据显示，2021年11月，国内市场手机出货量3525","images":[{"img":"https://static.tigerbbs.com/ebd0b4c1470e8c93846915924fbdf84e","width":"688","height":"320"},{"img":"https://static.tigerbbs.com/eaf8af0d7ede2bff33f7194734048226","width":"688","height":"201"},{"img":"https://static.tigerbbs.com/4f5cf8eb5a66614336b6b7b3a4a80a9c","width":"568","height":"405"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607956813","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854562081,"gmtCreate":1635468750343,"gmtModify":1635468750506,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854562081","repostId":"856153049","repostType":1,"repost":{"id":856153049,"gmtCreate":1635163258237,"gm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私人教育在新加坡是个好产业, 但是......","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NR7.SI\">$莱佛士教育(NR7.SI)$</a>&nbsp;莱佛士教育（Raffles Education）2021年10月22日股票恢复交易后，股价一度大涨19.67％至7.3分，交易量已高达3187万股。该股2021年10月18日股价暴跌25.61％至6.1分的历史最低闭市纪录，交易量则高达5234万股，是十年来最高，股票隔天便暂停交易。当局已向公司要求提供与艾芬银行贷款有关的文件。该银行今年5月向莱佛士教育两家子公司Raffles K12和Raffles Iskandar，追讨总额4亿1000万令吉（1亿3100万新元）的贷款。如果当时有重大信息没有及时作出披露，将构成触犯法令。私人教育在新加坡是个好产业。但是如果一个公司管理层人品不行，做些坑害中小投资者的事，这样公司价格再低，都不要碰，谁知道财报有多少水分。<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000149\">@Tiger Stars Stars Stars</a>&nbsp;","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NR7.SI\">$莱佛士教育(NR7.SI)$</a>&nbsp;莱佛士教育（Raffles Education）2021年10月22日股票恢复交易后，股价一度大涨19.67％至7.3分，交易量已高达3187万股。该股2021年10月18日股价暴跌25.61％至6.1分的历史最低闭市纪录，交易量则高达5234万股，是十年来最高，股票隔天便暂停交易。当局已向公司要求提供与艾芬银行贷款有关的文件。该银行今年5月向莱佛士教育两家子公司Raffles K12和Raffles Iskandar，追讨总额4亿1000万令吉（1亿3100万新元）的贷款。如果当时有重大信息没有及时作出披露，将构成触犯法令。私人教育在新加坡是个好产业。但是如果一个公司管理层人品不行，做些坑害中小投资者的事，这样公司价格再低，都不要碰，谁知道财报有多少水分。<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000149\">@Tiger Stars Stars Stars</a>&nbsp;","text":"$莱佛士教育(NR7.SI)$ 莱佛士教育（Raffles Education）2021年10月22日股票恢复交易后，股价一度大涨19.67％至7.3分，交易量已高达3187万股。该股2021年10月18日股价暴跌25.61％至6.1分的历史最低闭市纪录，交易量则高达5234万股，是十年来最高，股票隔天便暂停交易。当局已向公司要求提供与艾芬银行贷款有关的文件。该银行今年5月向莱佛士教育两家子公司Raffles K12和Raffles Iskandar，追讨总额4亿1000万令吉（1亿3100万新元）的贷款。如果当时有重大信息没有及时作出披露，将构成触犯法令。私人教育在新加坡是个好产业。但是如果一个公司管理层人品不行，做些坑害中小投资者的事，这样公司价格再低，都不要碰，谁知道财报有多少水分。@Tiger Stars Stars Stars","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856153049","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178748083,"gmtCreate":1626840963042,"gmtModify":1631889124729,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178748083","repostId":"2153616504","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604300777,"gmtCreate":1639324559499,"gmtModify":1639324559573,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604300777","repostId":"602461014","repostType":1,"repost":{"id":602461014,"gmtCreate":1639058582016,"gmtModify":1639218040959,"author":{"id":"3455623566573622","authorId":"3455623566573622","name":"cxj","avatar":"https://static.tigerbbs.com/1800bce66f170dd57981ad36f448092e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455623566573622","authorIdStr":"3455623566573622"},"themes":[],"title":"龙头股和跟风股的区别！","htmlText":"第一阶段——概念兴起龙头股：涨速快，涨幅大，吸引市场上的敏锐资金争相参与。跟风股：处于被动地位，涨速慢，涨幅小，散户多半喜欢参与，因为多数散户害怕龙头股涨幅太大风险高，又不想错过机会故热衷于跟风股。第二阶段——整理阶段龙头股：股价回调，但由于筹码逐渐被资金锁定，会出现惜售的情况，所以一般回调幅度会越来越小，甚至不少大牛股整理期间也是持续上涨，呈现向上三角形整理形态，伴有缩量增额、脉冲式放量的情况出现。跟风股：整理期间，受行情影响虽也会有资金关注，但多为体量较小的短期资金，里面的嫌涨得太慢急于出去，外面的忍受不了诱惑急于进入，稍微聪明点的投资者已经走了选择龙头股，由此造成跟风股筹码越来越散乱，股价多出现反复。第三阶段——爆发阶段龙头股：因筹码已被资金收集完毕，外加顶端优势人气十足，股价火箭蹿升，短期翻倍或是几倍。跟风股：部分买不到龙头的资金会选择买入，造成要爆发的假象，实际上涨仍然拖沓，涨幅也远不及龙头股。第四阶段——衰退阶段龙头股：因大涨后余温尚热，不少在跟风股吃亏的散户也疯狂涌入，所以有足够时间在顶部脱手。跟风股：因难以达到期望参与者失去信心，纷纷卖出追高龙头，股价上涨昙花一现，快速回落，追高者被套。第五阶段——崩盘阶段龙头股：概念熄火降温，虽股价大幅下跌，但因涨幅过大，前期参与者依然获利颇丰。跟风股：龙头都倒了还玩什么，可能老庄之前就被困住难以脱身，好不容易借概念终于跑掉，股价自然比之前更加不如。例子嘛参考19年底炒作无线耳机时的龙头股<a href=\"https://laohu8.com/S/002351\">$漫步者(002351)$</a>和跟风股雷柏科技，所以这就是为什么上涨时龙头股可以翻很多倍而跟风股不涨，下跌时龙头股抗跌而跟风股狂跌的原因。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"第一阶段——概念兴起龙头股：涨速快，涨幅大，吸引市场上的敏锐资金争相参与。跟风股：处于被动地位，涨速慢，涨幅小，散户多半喜欢参与，因为多数散户害怕龙头股涨幅太大风险高，又不想错过机会故热衷于跟风股。第二阶段——整理阶段龙头股：股价回调，但由于筹码逐渐被资金锁定，会出现惜售的情况，所以一般回调幅度会越来越小，甚至不少大牛股整理期间也是持续上涨，呈现向上三角形整理形态，伴有缩量增额、脉冲式放量的情况出现。跟风股：整理期间，受行情影响虽也会有资金关注，但多为体量较小的短期资金，里面的嫌涨得太慢急于出去，外面的忍受不了诱惑急于进入，稍微聪明点的投资者已经走了选择龙头股，由此造成跟风股筹码越来越散乱，股价多出现反复。第三阶段——爆发阶段龙头股：因筹码已被资金收集完毕，外加顶端优势人气十足，股价火箭蹿升，短期翻倍或是几倍。跟风股：部分买不到龙头的资金会选择买入，造成要爆发的假象，实际上涨仍然拖沓，涨幅也远不及龙头股。第四阶段——衰退阶段龙头股：因大涨后余温尚热，不少在跟风股吃亏的散户也疯狂涌入，所以有足够时间在顶部脱手。跟风股：因难以达到期望参与者失去信心，纷纷卖出追高龙头，股价上涨昙花一现，快速回落，追高者被套。第五阶段——崩盘阶段龙头股：概念熄火降温，虽股价大幅下跌，但因涨幅过大，前期参与者依然获利颇丰。跟风股：龙头都倒了还玩什么，可能老庄之前就被困住难以脱身，好不容易借概念终于跑掉，股价自然比之前更加不如。例子嘛参考19年底炒作无线耳机时的龙头股<a href=\"https://laohu8.com/S/002351\">$漫步者(002351)$</a>和跟风股雷柏科技，所以这就是为什么上涨时龙头股可以翻很多倍而跟风股不涨，下跌时龙头股抗跌而跟风股狂跌的原因。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"第一阶段——概念兴起龙头股：涨速快，涨幅大，吸引市场上的敏锐资金争相参与。跟风股：处于被动地位，涨速慢，涨幅小，散户多半喜欢参与，因为多数散户害怕龙头股涨幅太大风险高，又不想错过机会故热衷于跟风股。第二阶段——整理阶段龙头股：股价回调，但由于筹码逐渐被资金锁定，会出现惜售的情况，所以一般回调幅度会越来越小，甚至不少大牛股整理期间也是持续上涨，呈现向上三角形整理形态，伴有缩量增额、脉冲式放量的情况出现。跟风股：整理期间，受行情影响虽也会有资金关注，但多为体量较小的短期资金，里面的嫌涨得太慢急于出去，外面的忍受不了诱惑急于进入，稍微聪明点的投资者已经走了选择龙头股，由此造成跟风股筹码越来越散乱，股价多出现反复。第三阶段——爆发阶段龙头股：因筹码已被资金收集完毕，外加顶端优势人气十足，股价火箭蹿升，短期翻倍或是几倍。跟风股：部分买不到龙头的资金会选择买入，造成要爆发的假象，实际上涨仍然拖沓，涨幅也远不及龙头股。第四阶段——衰退阶段龙头股：因大涨后余温尚热，不少在跟风股吃亏的散户也疯狂涌入，所以有足够时间在顶部脱手。跟风股：因难以达到期望参与者失去信心，纷纷卖出追高龙头，股价上涨昙花一现，快速回落，追高者被套。第五阶段——崩盘阶段龙头股：概念熄火降温，虽股价大幅下跌，但因涨幅过大，前期参与者依然获利颇丰。跟风股：龙头都倒了还玩什么，可能老庄之前就被困住难以脱身，好不容易借概念终于跑掉，股价自然比之前更加不如。例子嘛参考19年底炒作无线耳机时的龙头股$漫步者(002351)$和跟风股雷柏科技，所以这就是为什么上涨时龙头股可以翻很多倍而跟风股不涨，下跌时龙头股抗跌而跟风股狂跌的原因。$特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602461014","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853116573,"gmtCreate":1634779337492,"gmtModify":1634779337586,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853116573","repostId":"859145591","repostType":1,"repost":{"id":859145591,"gmtCreate":1634683628586,"gmtModify":1634708578733,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"Shopee going into Spain market","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower.&nbsp;Although I don't understand spanish, but from the video and also google trans","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower.&nbsp;Although I don't understand spanish, but from the video and also google trans","text":"$Sea Ltd(SE)$ SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google 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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697943569","repostId":"692438041","repostType":1,"repost":{"id":692438041,"gmtCreate":1641140824937,"gmtModify":1744960777671,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"2022前瞻（一）：当心今年全球共振，大调整还是有可能的","htmlText":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市，相对2021年的股市来说，更为简单。首先从全球基本面来说，2022年进入到疫情第三年，以西班牙大流感为例，这类大瘟疫情况对市场的影响一般也就三年时间，所以从2022年开始，疫情已经不能算是影响市场的核心因素，各国对疫情的应对已经逐步向流感化方向处理，因此疫情对当前经济的负面影响已经越来越少，最少这不是引起股市下跌的理由。（这点中国除外，毕竟中国非群体免疫路线，若全面爆发还是影响甚大） 骤看之下，全球股市的利空消息，除了美联储加息收紧货币政策外，貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举，很难会祭出强硬的紧缩政策，所以在中期选举前，恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前，全球股市可能仍处于蜜月期，看空，目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由，那咱们就来看看技术性因素。捕捉大行情拐点的有效办法，周期分析的效果比较显著。2022年将出现一个全球股市的共振点，而时间巧合地出现在10月以后。 2000年前后，中国加入了WTO，全球的贸易经济出现高度融合和分工，使得全球股市的联动性大大加强，简单点说，如果中美经济发生问题，那么全球其它国家的企业也会受到牵连，从而使得各国股市周期更容易形成共振点。 我们先以美国为引，2000年的互联网泡沫，2008年的金融危机，均使得全球股市出现深度调整，而这两次危机的间隔大约为90个月，我们以此为间隔，看看全球股市的表现。 从标普可看出，自1978年美股进入长牛开始，每90个月均出现一个重要时间点，2000年前几乎都是低点，2000年后都是高点。而这些时点，均有重大事件发生。1978年，中国","listText":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 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