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yitong99
2021-05-31
Like n comment
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yitong99
2021-05-25
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GSX Techedu, Tal Education, New Oriental surged in pre-market
yitong99
2021-05-20
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3 Things to Watch for in the Fed Minutes Today
yitong99
2021-05-10
Like and comment pls tq
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yitong99
2021-05-29
Make this as top comment please [开心]
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yitong99
2021-05-19
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yitong99
2021-05-28
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yitong99
2021-05-24
Comment n like
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yitong99
2021-09-19
Cool
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yitong99
2021-09-12
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yitong99
2021-09-10
G
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yitong99
2021-05-29
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yitong99
2021-09-11
No buy 😜
Tesla raises price for Performance Model Y in China to 387,900 yuan
yitong99
2021-06-10
$BlackBerry(BB)$
bb
yitong99
2021-05-20
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yitong99
2021-06-09
To the moon
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yitong99
2021-05-24
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yitong99
2021-09-22
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Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks
yitong99
2021-09-20
$Alibaba(09988)$
have confidence
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别人恐惧时我贪婪,阿里静态PE18-19倍人们总是喜欢好消息,而不喜欢坏消息。在阿里巴巴过去高速成长的过程中,双11的数字、支付宝的发展、淘宝、天猫、菜鸟、盒马、阿里云,每一个业务的突破,都会让人们对阿里有新的期待,股价节节攀升。从去年到今年,行业发生了很多变化,尤其是海外投资人,不太了解互联网产业的投资人,对行业未来的未来有一些担忧。各种担忧聚集,各种负面情绪聚集,最终就让公司的估值水平持续下降。从30倍PE以上的阿里,到现在阿里PE只有18倍左右。很多人对于18倍没有概念。一个直观的对比,同样是以电商和云计算和主要业务,亚马逊的PE倍是静态市盈率是88倍,同样以2B业务为核心微软,市盈率是42倍。巴菲特总说一句:别人恐惧时我贪婪,别人贪婪时我恐惧。对于价值投资者来说,即使是一般的资产,只要资产有足够的价值,不会造成价值缩水,只要价格低于价值,也是可以买入的。如果是好资产,能够给比较低的估值,就会对他们有吸引力。2. 阿里的基本盘,零售电商护城河仍在阿里巴巴发布的最新财报,收入组成是这样的:中国零售1287,云200,跨境150(lazada等),菜鸟98、本地(饿了么等)95、数字娱乐与媒体(优酷等)80。显然本质上,阿里当前最重要的营收来源还是大零售体系。而大零售中,最核心的部分,还是淘宝和天猫体系。近几年,伴随着其他","text":"芒格不仅是巴菲特的合伙人,出版了《穷查理宝典》。芒格还自己做投资,他旗下的Daily Journal,在第三季大幅增持阿里巴巴。同时,海外基金桥水大幅增持阿里巴巴股份,增持幅度达到131%,持有总值为4.87亿美元。高盛第三季将阿里巴巴持股大幅增加57%,持有总价值超过71亿美元。曾经重仓苹果、腾讯、网易的段永平,也在表达了自己买入了一点阿里。在当前市场尤其是海外资金对互联网行业有一定不确定的时候,为何芒格和段永平会买入阿里呢?1. 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target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately US$5,147.5 million under our share repurchase program.During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately US$5,147.5 million under our share repurchase program.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately US$5,147.5 million under our share repurchase program.During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately US$5,147.5 million under our share repurchase program.","text":"$Alibaba(BABA)$ During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately US$5,147.5 million under our share repurchase program.During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately US$5,147.5 million under our share repurchase program.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878724220","isVote":1,"tweetType":1,"viewCount":3658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845162586,"gmtCreate":1636307597317,"gmtModify":1636307597654,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"一起玩","listText":"一起玩","text":"一起玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845162586","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857259446,"gmtCreate":1635534103205,"gmtModify":1635534103311,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"join","listText":"join","text":"join","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857259446","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865789122,"gmtCreate":1633018504124,"gmtModify":1633018504383,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>pdd","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>pdd","text":"$Pinduoduo Inc.(PDD)$pdd","images":[{"img":"https://static.tigerbbs.com/72090c229696c7d675e14166870f50cb","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865789122","isVote":1,"tweetType":1,"viewCount":2709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":869229458,"gmtCreate":1632295240674,"gmtModify":1632801433334,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"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":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869229458","repostId":"2168068560","repostType":2,"repost":{"id":"2168068560","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1632295085,"share":"https://www.laohu8.com/m/news/2168068560?lang=&edition=full","pubTime":"2021-09-22 15:18","market":"us","language":"en","title":"Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2168068560","media":"Investors","summary":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end.","content":"<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p>\n<p>On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p>\n<p>The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p>\n<p>\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p>\n<h2>'Best Ideas' In Semiconductor Stocks</h2>\n<p>Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p>\n<p>Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p>\n<p>\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p>\n<p>Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p>\n<h2>Stronger-For-Longer Chip Cycle</h2>\n<p>BofA Securities sees the good times continuing for semiconductor stocks.</p>\n<p>\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p>\n<p>BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p>\n<h2>Investors Worry About Oversupply</h2>\n<p>Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p>\n<p>\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p>\n<p>He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p>\n<p>Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p>\n<p>\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</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>Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks</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\">\nIs The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-09-22 15:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p>\n<p>On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p>\n<p>The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p>\n<p>\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p>\n<h2>'Best Ideas' In Semiconductor Stocks</h2>\n<p>Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p>\n<p>Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p>\n<p>\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p>\n<p>Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p>\n<h2>Stronger-For-Longer Chip Cycle</h2>\n<p>BofA Securities sees the good times continuing for semiconductor stocks.</p>\n<p>\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p>\n<p>BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p>\n<h2>Investors Worry About Oversupply</h2>\n<p>Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p>\n<p>\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p>\n<p>He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p>\n<p>Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p>\n<p>\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168068560","content_text":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.\nOn Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.\nThe semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.\n\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.\n'Best Ideas' In Semiconductor Stocks\nAmong semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes Broadcom, Nvidia, Qorvo, Qualcomm and Skyworks Solutions.\nTruist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.\n\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"\nOf the semiconductor stocks he covers, Stein rates Nvidia and Monolithic Power Systems as his \"best growth ideas.\"\nStronger-For-Longer Chip Cycle\nBofA Securities sees the good times continuing for semiconductor stocks.\n\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"\nBofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.\nInvestors Worry About Oversupply\nInvestors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.\n\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"\nHe named Analog Devices, Marvell Technology and Nvidia among his \"top picks\" in semiconductor stocks.\nRosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.\n\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869229687,"gmtCreate":1632295234949,"gmtModify":1632801433577,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869229687","repostId":"2168068560","repostType":2,"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860954150,"gmtCreate":1632126523070,"gmtModify":1632802679138,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>have confidence","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>have confidence","text":"$Alibaba(09988)$have 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buy 😜","listText":"No buy 😜","text":"No buy 😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881876631","repostId":"2166726753","repostType":2,"repost":{"id":"2166726753","kind":"highlight","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":1631326722,"share":"https://www.laohu8.com/m/news/2166726753?lang=&edition=full","pubTime":"2021-09-11 10:18","market":"us","language":"en","title":"Tesla raises price for Performance Model Y in China to 387,900 yuan","url":"https://stock-news.laohu8.com/highlight/detail?id=2166726753","media":"Tiger Newspress","summary":"Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","content":"<p>Tesla Inc 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10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p>\n<p><img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166726753","content_text":"Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883215238,"gmtCreate":1631243494724,"gmtModify":1631891681206,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883215238","repostId":"2166401323","repostType":2,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883215616,"gmtCreate":1631243482335,"gmtModify":1631891681211,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883215616","repostId":"2166400263","repostType":2,"repost":{"id":"2166400263","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com 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\"Epic intends to re-release Fortnite on iOS in Korea offering both Epic payment and Apple payment side-by-side in compliance with the new Korean law,\" the tweet added.</p><p> Last week, South Korea's parliament approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases. </p><p> (Reporting by Kanishka Singh in Bengaluru; Editing by Muralikumar Anantharaman)</p><p>((Kanishka.Singh@thomsonreuters.com; +91 8061822801;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Epic Games asks Apple to allow \"Fortnite\" to return in South Korea</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{ 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.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\">\nEpic Games asks Apple to allow \"Fortnite\" to return in South Korea\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-10 08:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Sept 9 (Reuters) - \"Fortnite\" creator Epic Games has asked iPhone maker Apple Inc to restore its Fortnite developer account and intends to re-release Fortnite on iOS in South Korea offering both Epic payment and Apple payment side-by-side, it said in a tweet.</p><p> \"Epic intends to re-release Fortnite on iOS in Korea offering both Epic payment and Apple payment side-by-side in compliance with the new Korean law,\" the tweet added.</p><p> Last week, South Korea's parliament approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases. </p><p> (Reporting by Kanishka Singh in Bengaluru; Editing by Muralikumar Anantharaman)</p><p>((Kanishka.Singh@thomsonreuters.com; +91 8061822801;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166400263","content_text":"Sept 9 (Reuters) - \"Fortnite\" creator Epic Games has asked iPhone maker Apple Inc to restore its Fortnite developer account and intends to re-release Fortnite on iOS in South Korea offering both Epic payment and Apple payment side-by-side, it said in a tweet. \"Epic intends to re-release Fortnite on iOS in Korea offering both Epic payment and Apple payment side-by-side in compliance with the new Korean law,\" the tweet added. 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moon","images":[{"img":"https://static.tigerbbs.com/fcf91af49ae1fd5aad9e3bc188b1a556","width":"1080","height":"2627"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814596341","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811602642,"gmtCreate":1630314093286,"gmtModify":1704958264620,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Angry","listText":"Angry","text":"Angry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811602642","repostId":"2163042360","repostType":2,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":110249645,"gmtCreate":1622463886187,"gmtModify":1634101308021,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/110249645","repostId":"2139427430","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138681809,"gmtCreate":1621934180501,"gmtModify":1634185377475,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/138681809","repostId":"1145709715","repostType":4,"repost":{"id":"1145709715","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":1621933657,"share":"https://www.laohu8.com/m/news/1145709715?lang=&edition=full","pubTime":"2021-05-25 17:07","market":"us","language":"en","title":"GSX Techedu, Tal Education, New Oriental surged in pre-market","url":"https://stock-news.laohu8.com/highlight/detail?id=1145709715","media":"Tiger Newspress","summary":"GSX Techedu, Tal Education, New Oriental surged in pre-market.Beijing Haidian District Education Com","content":"<p>GSX Techedu, Tal Education, New Oriental surged in pre-market.</p><p><img src=\"https://static.tigerbbs.com/195328cd14fcca22e92c6b15ee92640e\" tg-width=\"1282\" tg-height=\"624\" referrerpolicy=\"no-referrer\">Beijing Haidian District Education Commission issued a statement: Recently, the news that \"educational institutions will not be allowed to start classes in summer\", this news is not true.</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>GSX Techedu, Tal Education, New Oriental surged in pre-market</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\">\nGSX Techedu, Tal Education, New Oriental surged in pre-market\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\">2021-05-25 17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>GSX Techedu, Tal Education, New Oriental surged in pre-market.</p><p><img src=\"https://static.tigerbbs.com/195328cd14fcca22e92c6b15ee92640e\" tg-width=\"1282\" tg-height=\"624\" referrerpolicy=\"no-referrer\">Beijing Haidian District Education Commission issued a statement: Recently, the news that \"educational institutions will not be allowed to start classes in summer\", this news is not true.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOTU":"高途","EDU":"新东方","TAL":"好未来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145709715","content_text":"GSX Techedu, Tal Education, New Oriental surged in pre-market.Beijing Haidian District Education Commission issued a statement: Recently, the news that \"educational institutions will not be allowed to start classes in summer\", this news is not true.","news_type":1,"symbols_score_info":{"EDU":0.9,"GOTU":0.9,"TAL":0.9}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197846454,"gmtCreate":1621446815778,"gmtModify":1634189092045,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/197846454","repostId":"1103552481","repostType":4,"repost":{"id":"1103552481","kind":"news","pubTimestamp":1621428667,"share":"https://www.laohu8.com/m/news/1103552481?lang=&edition=full","pubTime":"2021-05-19 20:51","market":"us","language":"en","title":"3 Things to Watch for in the Fed Minutes Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1103552481","media":"Barrons","summary":"The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but inv","content":"<p>The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.</p>\n<p>The minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance: A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a surprisingly weak jobs report and a stronger-than-expected consumer inflation report, for example.</p>\n<p>And unlike last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April. The 10-year yield has dropped to 1.64% from 1.74% on March 31.</p>\n<p>Yet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.</p>\n<p>Here’s what strategists expect out of the meeting today, and what Clarida said about the topics:</p>\n<p><b>“Attuned and Attentive” to “Transitory” Inflation?</b></p>\n<p>One popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.</p>\n<p>Mizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.</p>\n<p>Yet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation: That the central bank would be “attuned and attentive” to any data showing higher price pressures.</p>\n<p>“In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”</p>\n<p><b>Taper Timeline</b></p>\n<p>Investors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.</p>\n<p>Most on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.</p>\n<p>So any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.</p>\n<p><b>Labor-Market Outlook</b></p>\n<p>One key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.</p>\n<p>Still, there is a chance investors could find more context on one of their questions in the minutes: How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?</p>\n<p>Before the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.</p>\n<p>Clarida discussed the April employment report on Monday as well.</p>\n<p>“What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”</p>\n<p>Ultimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes: Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the economic data has been so volatile during the reopening that the picture could change significantly by the time the Fed meets again in June.</p>\n<p>That means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.</p>\n<p>“We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Things to Watch for in the Fed Minutes Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Things to Watch for in the Fed Minutes Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 20:51 GMT+8 <a href=https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.\nThe minutes are due out at 2 p.m. ...</p>\n\n<a href=\"https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103552481","content_text":"The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.\nThe minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance: A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a surprisingly weak jobs report and a stronger-than-expected consumer inflation report, for example.\nAnd unlike last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April. The 10-year yield has dropped to 1.64% from 1.74% on March 31.\nYet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.\nHere’s what strategists expect out of the meeting today, and what Clarida said about the topics:\n“Attuned and Attentive” to “Transitory” Inflation?\nOne popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.\nMizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.\nYet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation: That the central bank would be “attuned and attentive” to any data showing higher price pressures.\n“In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”\nTaper Timeline\nInvestors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.\nMost on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.\nSo any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.\nLabor-Market Outlook\nOne key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.\nStill, there is a chance investors could find more context on one of their questions in the minutes: How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?\nBefore the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.\nClarida discussed the April employment report on Monday as well.\n“What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”\nUltimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes: Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the economic data has been so volatile during the reopening that the picture could change significantly by the time the Fed meets again in June.\nThat means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.\n“We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190319180,"gmtCreate":1620598161840,"gmtModify":1634197917271,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Like and comment pls tq","listText":"Like and comment pls tq","text":"Like and comment pls 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n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/134290291","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881876631,"gmtCreate":1631326989623,"gmtModify":1631891681204,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"No buy 😜","listText":"No buy 😜","text":"No buy 😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881876631","repostId":"2166726753","repostType":2,"repost":{"id":"2166726753","kind":"highlight","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":1631326722,"share":"https://www.laohu8.com/m/news/2166726753?lang=&edition=full","pubTime":"2021-09-11 10:18","market":"us","language":"en","title":"Tesla raises price for Performance Model Y in China to 387,900 yuan","url":"https://stock-news.laohu8.com/highlight/detail?id=2166726753","media":"Tiger Newspress","summary":"Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","content":"<p>Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p>\n<p><img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla raises price for Performance Model Y in China to 387,900 yuan</title>\n<style 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10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p>\n<p><img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166726753","content_text":"Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189201836,"gmtCreate":1623265061825,"gmtModify":1631891681225,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>bb","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>bb","text":"$BlackBerry(BB)$bb","images":[{"img":"https://static.tigerbbs.com/88d2baf7799d87d53ed812ca735822c8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189201836","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":130986550,"gmtCreate":1621503925370,"gmtModify":1634188608886,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/130986550","repostId":"1156346664","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189022346,"gmtCreate":1623234610985,"gmtModify":1631891681227,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189022346","repostId":"2142600282","repostType":4,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131409559,"gmtCreate":1621870644771,"gmtModify":1634185910228,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/131409559","repostId":"2137155484","repostType":4,"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869229687,"gmtCreate":1632295234949,"gmtModify":1632801433577,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869229687","repostId":"2168068560","repostType":2,"repost":{"id":"2168068560","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1632295085,"share":"https://www.laohu8.com/m/news/2168068560?lang=&edition=full","pubTime":"2021-09-22 15:18","market":"us","language":"en","title":"Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2168068560","media":"Investors","summary":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end.","content":"<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p>\n<p>On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p>\n<p>The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p>\n<p>\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p>\n<h2>'Best Ideas' In Semiconductor Stocks</h2>\n<p>Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p>\n<p>Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p>\n<p>\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p>\n<p>Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p>\n<h2>Stronger-For-Longer Chip Cycle</h2>\n<p>BofA Securities sees the good times continuing for semiconductor stocks.</p>\n<p>\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p>\n<p>BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p>\n<h2>Investors Worry About Oversupply</h2>\n<p>Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p>\n<p>\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p>\n<p>He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p>\n<p>Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p>\n<p>\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</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>Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks</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\">\nIs The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-09-22 15:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p>\n<p>On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p>\n<p>The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p>\n<p>\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p>\n<h2>'Best Ideas' In Semiconductor Stocks</h2>\n<p>Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p>\n<p>Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p>\n<p>\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p>\n<p>Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p>\n<h2>Stronger-For-Longer Chip Cycle</h2>\n<p>BofA Securities sees the good times continuing for semiconductor stocks.</p>\n<p>\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p>\n<p>BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p>\n<h2>Investors Worry About Oversupply</h2>\n<p>Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p>\n<p>\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p>\n<p>He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p>\n<p>Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p>\n<p>\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168068560","content_text":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.\nOn Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.\nThe semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.\n\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.\n'Best Ideas' In Semiconductor Stocks\nAmong semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes Broadcom, Nvidia, Qorvo, Qualcomm and Skyworks Solutions.\nTruist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.\n\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"\nOf the semiconductor stocks he covers, Stein rates Nvidia and Monolithic Power Systems as his \"best growth ideas.\"\nStronger-For-Longer Chip Cycle\nBofA Securities sees the good times continuing for semiconductor stocks.\n\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"\nBofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.\nInvestors Worry About Oversupply\nInvestors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.\n\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"\nHe named Analog Devices, Marvell Technology and Nvidia among his \"top picks\" in semiconductor stocks.\nRosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.\n\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860954150,"gmtCreate":1632126523070,"gmtModify":1632802679138,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>have confidence","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>have confidence","text":"$Alibaba(09988)$have confidence","images":[{"img":"https://static.tigerbbs.com/0da4bba2cd80b1d92c2716ed8eee2d85","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860954150","isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}