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AMD earnings look to again succeed where Intel disappointed

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11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p>\n<p>Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p>\n<p>AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p>\n<p>That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p>\n<p>Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p>\n<p>\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p>\n<p>That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p>\n<p>While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p>\n<p>One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p>\n<p><b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p>\n<p><b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p>\n<p>AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p>\n<p><b>What analysts are saying</b></p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p>\n<p>\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p>\n<p>Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p>\n<p>On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p>\n<p>\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p>\n<p>Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p>\n<p>Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings look to again succeed where Intel disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823464437,"gmtCreate":1633655559496,"gmtModify":1633655559597,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823464437","repostId":"1163018074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823465377,"gmtCreate":1633655460021,"gmtModify":1633655460135,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823465377","repostId":"1163018074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823200691,"gmtCreate":1633621708660,"gmtModify":1633621708852,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823200691","repostId":"2173944807","repostType":4,"isVote":1,"tweetType":1,"viewCount":2723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886633256,"gmtCreate":1631584349175,"gmtModify":1631884239351,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886633256","repostId":"1110238744","repostType":2,"repost":{"id":"1110238744","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631576913,"share":"https://www.laohu8.com/m/news/1110238744?lang=&edition=full","pubTime":"2021-09-14 07:48","market":"hk","language":"zh","title":"昨夜今晨：大乌龙！沃尔玛否认与莱特币合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1110238744","media":"老虎资讯综合","summary":"摘要：①美股周一收盘涨跌不一，道指涨0.76%，标普500指数涨0.23%，纳指跌0.07%。油气板块走高；②加密货币下跌，沃尔玛称并未与莱特币达成合作协议；③周一美油突破70美元关口 天然气期货创7","content":"<blockquote>\n 摘要：①美股周一收盘涨跌不一，道指涨0.76%，标普500指数涨0.23%，纳指跌0.07%。油气板块走高；②加密货币下跌，<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>称并未与莱特币达成合作协议；③周一美油突破70美元关口 天然气期货创7年半新高。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、纳指连跌四日，油气板块走高</b></p>\n<p>美股周一收盘涨跌不一，纳指连续第4个交易日收跌。道指与标普500指数连续5个交易日下跌后略微反弹。市场关注美国疫情与民主党即将提出的加税方案、以及本周将公布的通胀数据。截至收盘，道指涨0.76%，标普500指数涨0.23%，纳指跌0.07%。油气概念股涨幅居前，休斯顿能源涨超12%，贝利石油涨近8%。</p>\n<p><b>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/DADA\">达达集团</a>跌超17%</b></p>\n<p>热门中概股周一收盘大多走低，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>跌超17%；<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>涨超8%，此前LME铝价格触及3000美元。</p>\n<p>热门中概股多数收跌，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌0.04%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌0.51%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.58%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.60%，微博跌2.82%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌3.44%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌3.51%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌4.62%，达达集团跌17.45%。<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨1.40%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.40%。</p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/RYB\">红黄蓝</a>涨超8%，雾芯科技跌近11%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超3%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超2%，陌陌跌近2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>跌超1%。新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超1%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.5%。</p>\n<p><b>3、欧洲股市周一上涨 石油银行公共事业股票上升</b></p>\n<p>投资者认为欧元区经济复苏势头强劲，将超过全球经济放缓的风险。最终，泛欧斯托克600指数收盘上涨0.26%；德国DAX30指数收盘上涨0.54%；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨0.52%；法国CAC40指数收盘上涨0.22%。</p>\n<p><b>4、周一美油突破70美元关口 天然气期货创7年半新高</b></p>\n<p>美股WTI原油期货周一近六周以来首次收于每桶70美元上方。天然气期货延续上周的涨势，创2014年2月以来的最高收盘价。最终，WTI10月期货价格上涨73美分，涨幅近1.1%，收于每桶70.45美元，创8月3日以来近月合约的最高收盘价。</p>\n<p><b>5、黄金期货周一收高0.1% 未能站上1800美元关口</b></p>\n<p>美元汇率维持坚挺，使黄金期货涨幅受到限制。最终，纽交所12月交割的黄金期货价格上涨2.30美元，涨幅0.1%，收于每盎司1794.40美元。盘中最低为1784.40美元，最高为1800.20美元。</p>\n<p><b>6、加密货币下跌 <a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>称并未与莱特币达成合作协议</b></p>\n<p>主要加密货币回吐涨幅，因沃尔玛否认有使用莱特币进行购物的协议。莱特币--一度大涨33％--几乎回吐了所有涨幅。截至纽约时间上午11:25，比特币下跌2％，盘中一度上涨约4％。其他数字货币也回落，比特币现金、以太币和柚子币均下跌。</p>\n<p>国际宏观</p>\n<p><b>1、美国众议院民主党人公布税改蓝图，将企业最高税率设定为26.5%</b></p>\n<p>美国众议院民主党人周一公布了一揽子加税方案，但力度不及拜登原先的计划，从而凸显白宫3.5万亿美元经济议程对党内温和派来说在政治上是多么的不确定。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167558225\" target=\"_blank\"><b>美国消费者通胀预期创有记录以来最高水平</b></a><b></b></p>\n<p>纽约联储周一发布的一项调查显示，8月份美国消费者对未来一年和未来三年的通胀预期均上升至2013年有记录以来的最高水平。</p>\n<p>该月度调查显示，8月份美国消费者对未来一年的通胀预期上升至5.2%的中值，为连续第10个月走高；未来三年的通胀预期上升至4.0%。该调查于2013年启动，两项指标均创下有史以来的最高水平。</p>\n<p><b>3、美证监会主席暗示对公司债券和资产支持证券从严监管，仍称加密资产为“狂野西部”</b></p>\n<p>相当于美版证监会的美国证券交易委员会（SEC）掌门人Gary Gensler称，自己对加密货币技术持“中性”态度，强调加密货币领域应加强投资者保护，还暗示希望对公司债券和资产支持证券进行更严格的监管。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167258121\" target=\"_blank\"><b>OPEC预计今明两年全球对其原油需求将走强</b></a></p>\n<p>根据OPEC周一发布的月度报告，“全球经济复苏和人员出行的大幅增加显著提振了上半年原油需求增长 ，随着2021年末的临近，预计这种动能会有所放缓，但整体趋势依然积极”。</p>\n<p><b>5、英国就脱欧后北爱尔兰问题加大对欧盟的警告</b></p>\n<p>英国就欧盟官员有关北爱尔兰的言论发出反击，警告欧盟“严肃”对待英国政府有关暂停部分脱欧协议的威胁。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2167846595\" target=\"_blank\"><b>拜登政府强推新冠加强针遇阻 《柳叶刀》刊登科学家们联名反对文章</b></a></p>\n<p>尽管拜登政府已将普及新冠疫苗加强针提上日程，但美国国内仍有不小的反对声浪。国际权威医学期刊《柳叶刀》周一刊登了由一群科学家共同撰写的文章，该文章认为，目前民众无需接种加强针。</p>\n<p><b>7、美国行业组织称民主党计划在2030年前淘汰燃煤发电</b></p>\n<p>一个代表煤炭企业的美国行业组织表示，民主党3.5万亿美元税收和支出计划中，有一项计划将推动公用事业部门使用更多清洁能源并对不按要求实施的部门进行罚款，其目标是到2030年彻底淘汰燃煤发电。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1178286584\" target=\"_blank\"><b>支持莱特币付款？CNBC：沃尔玛证实是假消息</b></a></p>\n<p>北京时间周一晚，据彭博报道，沃尔玛宣布用莱特币进行线上付款，莱特币日内涨幅一度扩大至24%，随后收窄至8%，现报198.73美元/枚。30分钟后行情反转，莱特币认证账户删除关于沃尔玛协议的推文。比特币随即暴跌逾2000美元，抹去沃尔玛宣布莱特币支付以来所有涨幅。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167153339\" target=\"_blank\"><b>甲骨文第一财季营收不及预期 盘后一度大跌3%</b></a></p>\n<p><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>股价周一盘后一度大跌3%，最新财报显示该公司第一财季营收不及市场预期。财报显示，甲骨文第一财季调整后每股收益1.03美元，市场预期97美分；营收同比增长4%至97.3亿美元，市场预期97.7亿美元，上一财季营收增幅为8%。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2167558747\" target=\"_blank\"><b>苹果尚未决定是否对Epic诉苹果的裁决提出上诉</b></a></p>\n<p>苹果公司今天表示，该公司仍在权衡是否对上周的Epic诉苹果反垄断裁决提出上诉。在与记者的通话中，一位代表说，苹果仍在评估其法律选项，尚未就其下一步作出决定。这一立场与Epic形成鲜明对比，后者昨天高调宣布打算上诉。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167058278\" target=\"_blank\"><b>华盛顿特区扩大对亚马逊的诉讼范围 涵盖更多商品</b></a></p>\n<p>据报道，华盛顿特区总检察长卡尔·拉辛（Karl Racine）今日扩大了对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的诉讼范围，现包括亚马逊批发购买并直接销售给消费者的商品。</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>昨夜今晨：大乌龙！沃尔玛否认与莱特币合作</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：大乌龙！沃尔玛否认与莱特币合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-14 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周一收盘涨跌不一，道指涨0.76%，标普500指数涨0.23%，纳指跌0.07%。油气板块走高；②加密货币下跌，<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>称并未与莱特币达成合作协议；③周一美油突破70美元关口 天然气期货创7年半新高。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、纳指连跌四日，油气板块走高</b></p>\n<p>美股周一收盘涨跌不一，纳指连续第4个交易日收跌。道指与标普500指数连续5个交易日下跌后略微反弹。市场关注美国疫情与民主党即将提出的加税方案、以及本周将公布的通胀数据。截至收盘，道指涨0.76%，标普500指数涨0.23%，纳指跌0.07%。油气概念股涨幅居前，休斯顿能源涨超12%，贝利石油涨近8%。</p>\n<p><b>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/DADA\">达达集团</a>跌超17%</b></p>\n<p>热门中概股周一收盘大多走低，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>跌超17%；<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>涨超8%，此前LME铝价格触及3000美元。</p>\n<p>热门中概股多数收跌，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌0.04%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌0.51%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.58%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.60%，微博跌2.82%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌3.44%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌3.51%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌4.62%，达达集团跌17.45%。<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨1.40%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.40%。</p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/RYB\">红黄蓝</a>涨超8%，雾芯科技跌近11%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超3%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超2%，陌陌跌近2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>跌超1%。新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超1%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.5%。</p>\n<p><b>3、欧洲股市周一上涨 石油银行公共事业股票上升</b></p>\n<p>投资者认为欧元区经济复苏势头强劲，将超过全球经济放缓的风险。最终，泛欧斯托克600指数收盘上涨0.26%；德国DAX30指数收盘上涨0.54%；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨0.52%；法国CAC40指数收盘上涨0.22%。</p>\n<p><b>4、周一美油突破70美元关口 天然气期货创7年半新高</b></p>\n<p>美股WTI原油期货周一近六周以来首次收于每桶70美元上方。天然气期货延续上周的涨势，创2014年2月以来的最高收盘价。最终，WTI10月期货价格上涨73美分，涨幅近1.1%，收于每桶70.45美元，创8月3日以来近月合约的最高收盘价。</p>\n<p><b>5、黄金期货周一收高0.1% 未能站上1800美元关口</b></p>\n<p>美元汇率维持坚挺，使黄金期货涨幅受到限制。最终，纽交所12月交割的黄金期货价格上涨2.30美元，涨幅0.1%，收于每盎司1794.40美元。盘中最低为1784.40美元，最高为1800.20美元。</p>\n<p><b>6、加密货币下跌 <a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>称并未与莱特币达成合作协议</b></p>\n<p>主要加密货币回吐涨幅，因沃尔玛否认有使用莱特币进行购物的协议。莱特币--一度大涨33％--几乎回吐了所有涨幅。截至纽约时间上午11:25，比特币下跌2％，盘中一度上涨约4％。其他数字货币也回落，比特币现金、以太币和柚子币均下跌。</p>\n<p>国际宏观</p>\n<p><b>1、美国众议院民主党人公布税改蓝图，将企业最高税率设定为26.5%</b></p>\n<p>美国众议院民主党人周一公布了一揽子加税方案，但力度不及拜登原先的计划，从而凸显白宫3.5万亿美元经济议程对党内温和派来说在政治上是多么的不确定。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167558225\" target=\"_blank\"><b>美国消费者通胀预期创有记录以来最高水平</b></a><b></b></p>\n<p>纽约联储周一发布的一项调查显示，8月份美国消费者对未来一年和未来三年的通胀预期均上升至2013年有记录以来的最高水平。</p>\n<p>该月度调查显示，8月份美国消费者对未来一年的通胀预期上升至5.2%的中值，为连续第10个月走高；未来三年的通胀预期上升至4.0%。该调查于2013年启动，两项指标均创下有史以来的最高水平。</p>\n<p><b>3、美证监会主席暗示对公司债券和资产支持证券从严监管，仍称加密资产为“狂野西部”</b></p>\n<p>相当于美版证监会的美国证券交易委员会（SEC）掌门人Gary Gensler称，自己对加密货币技术持“中性”态度，强调加密货币领域应加强投资者保护，还暗示希望对公司债券和资产支持证券进行更严格的监管。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167258121\" target=\"_blank\"><b>OPEC预计今明两年全球对其原油需求将走强</b></a></p>\n<p>根据OPEC周一发布的月度报告，“全球经济复苏和人员出行的大幅增加显著提振了上半年原油需求增长 ，随着2021年末的临近，预计这种动能会有所放缓，但整体趋势依然积极”。</p>\n<p><b>5、英国就脱欧后北爱尔兰问题加大对欧盟的警告</b></p>\n<p>英国就欧盟官员有关北爱尔兰的言论发出反击，警告欧盟“严肃”对待英国政府有关暂停部分脱欧协议的威胁。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2167846595\" target=\"_blank\"><b>拜登政府强推新冠加强针遇阻 《柳叶刀》刊登科学家们联名反对文章</b></a></p>\n<p>尽管拜登政府已将普及新冠疫苗加强针提上日程，但美国国内仍有不小的反对声浪。国际权威医学期刊《柳叶刀》周一刊登了由一群科学家共同撰写的文章，该文章认为，目前民众无需接种加强针。</p>\n<p><b>7、美国行业组织称民主党计划在2030年前淘汰燃煤发电</b></p>\n<p>一个代表煤炭企业的美国行业组织表示，民主党3.5万亿美元税收和支出计划中，有一项计划将推动公用事业部门使用更多清洁能源并对不按要求实施的部门进行罚款，其目标是到2030年彻底淘汰燃煤发电。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1178286584\" target=\"_blank\"><b>支持莱特币付款？CNBC：沃尔玛证实是假消息</b></a></p>\n<p>北京时间周一晚，据彭博报道，沃尔玛宣布用莱特币进行线上付款，莱特币日内涨幅一度扩大至24%，随后收窄至8%，现报198.73美元/枚。30分钟后行情反转，莱特币认证账户删除关于沃尔玛协议的推文。比特币随即暴跌逾2000美元，抹去沃尔玛宣布莱特币支付以来所有涨幅。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167153339\" target=\"_blank\"><b>甲骨文第一财季营收不及预期 盘后一度大跌3%</b></a></p>\n<p><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>股价周一盘后一度大跌3%，最新财报显示该公司第一财季营收不及市场预期。财报显示，甲骨文第一财季调整后每股收益1.03美元，市场预期97美分；营收同比增长4%至97.3亿美元，市场预期97.7亿美元，上一财季营收增幅为8%。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2167558747\" target=\"_blank\"><b>苹果尚未决定是否对Epic诉苹果的裁决提出上诉</b></a></p>\n<p>苹果公司今天表示，该公司仍在权衡是否对上周的Epic诉苹果反垄断裁决提出上诉。在与记者的通话中，一位代表说，苹果仍在评估其法律选项，尚未就其下一步作出决定。这一立场与Epic形成鲜明对比，后者昨天高调宣布打算上诉。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167058278\" target=\"_blank\"><b>华盛顿特区扩大对亚马逊的诉讼范围 涵盖更多商品</b></a></p>\n<p>据报道，华盛顿特区总检察长卡尔·拉辛（Karl Racine）今日扩大了对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的诉讼范围，现包括亚马逊批发购买并直接销售给消费者的商品。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QLD":"纳指两倍做多ETF","03086":"华夏纳指","SQQQ":"纳指三倍做空ETF","UGAZ":"三倍做多天然气ETN(VelocityShares)","DGAZ":"三倍做空天然气ETN(VelocityShares)",".IXIC":"NASDAQ Composite","PSQ":"纳指反向ETF","UNG":"美国天然气基金","QID":"纳指两倍做空ETF","WMT":"沃尔玛","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110238744","content_text":"摘要：①美股周一收盘涨跌不一，道指涨0.76%，标普500指数涨0.23%，纳指跌0.07%。油气板块走高；②加密货币下跌，沃尔玛称并未与莱特币达成合作协议；③周一美油突破70美元关口 天然气期货创7年半新高。\n\n海外市场\n1、纳指连跌四日，油气板块走高\n美股周一收盘涨跌不一，纳指连续第4个交易日收跌。道指与标普500指数连续5个交易日下跌后略微反弹。市场关注美国疫情与民主党即将提出的加税方案、以及本周将公布的通胀数据。截至收盘，道指涨0.76%，标普500指数涨0.23%，纳指跌0.07%。油气概念股涨幅居前，休斯顿能源涨超12%，贝利石油涨近8%。\n2、热门中概股周一收盘大多走低 达达集团跌超17%\n热门中概股周一收盘大多走低，达达集团跌超17%；中国铝业涨超8%，此前LME铝价格触及3000美元。\n热门中概股多数收跌，网易跌0.04%，百度跌0.51%，京东跌0.58%，阿里巴巴跌1.60%，微博跌2.82%，爱奇艺跌3.44%，哔哩哔哩跌3.51%，腾讯音乐跌4.62%，达达集团跌17.45%。滴滴涨1.40%，拼多多涨0.40%。\n其他中概股方面，红黄蓝涨超8%，雾芯科技跌近11%，哔哩哔哩、爱奇艺跌超3%，好未来跌超2%，陌陌跌近2%，阿里巴巴、腾讯ADR、斗鱼跌超1%。新能源汽车股中，蔚来汽车涨超1%，理想汽车跌超2%，小鹏汽车跌0.5%。\n3、欧洲股市周一上涨 石油银行公共事业股票上升\n投资者认为欧元区经济复苏势头强劲，将超过全球经济放缓的风险。最终，泛欧斯托克600指数收盘上涨0.26%；德国DAX30指数收盘上涨0.54%；英国富时100指数收盘上涨0.52%；法国CAC40指数收盘上涨0.22%。\n4、周一美油突破70美元关口 天然气期货创7年半新高\n美股WTI原油期货周一近六周以来首次收于每桶70美元上方。天然气期货延续上周的涨势，创2014年2月以来的最高收盘价。最终，WTI10月期货价格上涨73美分，涨幅近1.1%，收于每桶70.45美元，创8月3日以来近月合约的最高收盘价。\n5、黄金期货周一收高0.1% 未能站上1800美元关口\n美元汇率维持坚挺，使黄金期货涨幅受到限制。最终，纽交所12月交割的黄金期货价格上涨2.30美元，涨幅0.1%，收于每盎司1794.40美元。盘中最低为1784.40美元，最高为1800.20美元。\n6、加密货币下跌 沃尔玛称并未与莱特币达成合作协议\n主要加密货币回吐涨幅，因沃尔玛否认有使用莱特币进行购物的协议。莱特币--一度大涨33％--几乎回吐了所有涨幅。截至纽约时间上午11:25，比特币下跌2％，盘中一度上涨约4％。其他数字货币也回落，比特币现金、以太币和柚子币均下跌。\n国际宏观\n1、美国众议院民主党人公布税改蓝图，将企业最高税率设定为26.5%\n美国众议院民主党人周一公布了一揽子加税方案，但力度不及拜登原先的计划，从而凸显白宫3.5万亿美元经济议程对党内温和派来说在政治上是多么的不确定。\n2、美国消费者通胀预期创有记录以来最高水平\n纽约联储周一发布的一项调查显示，8月份美国消费者对未来一年和未来三年的通胀预期均上升至2013年有记录以来的最高水平。\n该月度调查显示，8月份美国消费者对未来一年的通胀预期上升至5.2%的中值，为连续第10个月走高；未来三年的通胀预期上升至4.0%。该调查于2013年启动，两项指标均创下有史以来的最高水平。\n3、美证监会主席暗示对公司债券和资产支持证券从严监管，仍称加密资产为“狂野西部”\n相当于美版证监会的美国证券交易委员会（SEC）掌门人Gary Gensler称，自己对加密货币技术持“中性”态度，强调加密货币领域应加强投资者保护，还暗示希望对公司债券和资产支持证券进行更严格的监管。\n4、OPEC预计今明两年全球对其原油需求将走强\n根据OPEC周一发布的月度报告，“全球经济复苏和人员出行的大幅增加显著提振了上半年原油需求增长 ，随着2021年末的临近，预计这种动能会有所放缓，但整体趋势依然积极”。\n5、英国就脱欧后北爱尔兰问题加大对欧盟的警告\n英国就欧盟官员有关北爱尔兰的言论发出反击，警告欧盟“严肃”对待英国政府有关暂停部分脱欧协议的威胁。\n6、拜登政府强推新冠加强针遇阻 《柳叶刀》刊登科学家们联名反对文章\n尽管拜登政府已将普及新冠疫苗加强针提上日程，但美国国内仍有不小的反对声浪。国际权威医学期刊《柳叶刀》周一刊登了由一群科学家共同撰写的文章，该文章认为，目前民众无需接种加强针。\n7、美国行业组织称民主党计划在2030年前淘汰燃煤发电\n一个代表煤炭企业的美国行业组织表示，民主党3.5万亿美元税收和支出计划中，有一项计划将推动公用事业部门使用更多清洁能源并对不按要求实施的部门进行罚款，其目标是到2030年彻底淘汰燃煤发电。\n公司新闻\n1、支持莱特币付款？CNBC：沃尔玛证实是假消息\n北京时间周一晚，据彭博报道，沃尔玛宣布用莱特币进行线上付款，莱特币日内涨幅一度扩大至24%，随后收窄至8%，现报198.73美元/枚。30分钟后行情反转，莱特币认证账户删除关于沃尔玛协议的推文。比特币随即暴跌逾2000美元，抹去沃尔玛宣布莱特币支付以来所有涨幅。\n2、甲骨文第一财季营收不及预期 盘后一度大跌3%\n甲骨文股价周一盘后一度大跌3%，最新财报显示该公司第一财季营收不及市场预期。财报显示，甲骨文第一财季调整后每股收益1.03美元，市场预期97美分；营收同比增长4%至97.3亿美元，市场预期97.7亿美元，上一财季营收增幅为8%。\n3、苹果尚未决定是否对Epic诉苹果的裁决提出上诉\n苹果公司今天表示，该公司仍在权衡是否对上周的Epic诉苹果反垄断裁决提出上诉。在与记者的通话中，一位代表说，苹果仍在评估其法律选项，尚未就其下一步作出决定。这一立场与Epic形成鲜明对比，后者昨天高调宣布打算上诉。\n4、华盛顿特区扩大对亚马逊的诉讼范围 涵盖更多商品\n据报道，华盛顿特区总检察长卡尔·拉辛（Karl Racine）今日扩大了对亚马逊的诉讼范围，现包括亚马逊批发购买并直接销售给消费者的商品。","news_type":1,"symbols_score_info":{".IXIC":0.9,"03086":0.9,"DGAZ":0.9,"MNQmain":0.9,"NGmain":0.9,"NQmain":0.9,"PSQ":0.9,"QGmain":0.9,"QID":0.9,"QLD":0.9,"QQQ":0.9,"SQQQ":0.9,"TQQQ":0.9,"UGAZ":0.9,"UNG":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807151227,"gmtCreate":1628009840169,"gmtModify":1631884239363,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807151227","repostId":"1171505764","repostType":4,"isVote":1,"tweetType":1,"viewCount":2644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804311315,"gmtCreate":1627921574637,"gmtModify":1631884239377,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804311315","repostId":"1172320411","repostType":4,"isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805982062,"gmtCreate":1627839063056,"gmtModify":1631884239389,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805982062","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802888895,"gmtCreate":1627750664117,"gmtModify":1631884239401,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802888895","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":2247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806060965,"gmtCreate":1627617340657,"gmtModify":1631884239421,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806060965","repostId":"1105519179","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801793031,"gmtCreate":1627532597823,"gmtModify":1631884239435,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801793031","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://www.laohu8.com/m/news/1127264445?lang=&edition=full","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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; 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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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF","OEX":"标普100","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ESmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SSO":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803654719,"gmtCreate":1627437875631,"gmtModify":1631884239467,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803654719","repostId":"2154914904","repostType":4,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809908825,"gmtCreate":1627342639767,"gmtModify":1631884239472,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809908825","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://www.laohu8.com/m/news/1153028059?lang=&edition=full","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p>\n<p>Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p>\n<p>For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p>\n<p>Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p>\n<p>In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p>\n<p>“The global chip shortage situation remains quite serious,” Musk said.</p>\n<p>Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p>\n<p>Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p>\n<p>The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p>\n<p>Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p>\n<p>Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p>\n<p>Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p>\n<p>Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p>\n<p>“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p>\n<p>Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p>\n<p>Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p>\n<p>But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p>\n<p>In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</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 sales surge 98%; company boosts margins on its less-costly electric cars</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on ...</p>\n\n<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800318968,"gmtCreate":1627277596454,"gmtModify":1631884239481,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"line","listText":"line","text":"line","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800318968","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177326237,"gmtCreate":1627181968929,"gmtModify":1631889123551,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177326237","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV 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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV 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11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p>\n<p>Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p>\n<p>AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p>\n<p>That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p>\n<p>Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p>\n<p>\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p>\n<p>That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p>\n<p>While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p>\n<p>One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p>\n<p><b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p>\n<p><b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p>\n<p>AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p>\n<p><b>What analysts are saying</b></p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p>\n<p>\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p>\n<p>Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p>\n<p>On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p>\n<p>\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p>\n<p>Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p>\n<p>Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings look to again succeed where Intel disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804311315,"gmtCreate":1627921574637,"gmtModify":1631884239377,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804311315","repostId":"1172320411","repostType":4,"isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145437232,"gmtCreate":1626236267626,"gmtModify":1631894015976,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145437232","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178469340,"gmtCreate":1626832421180,"gmtModify":1631889123556,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/178469340","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144768017,"gmtCreate":1626315021039,"gmtModify":1631889123573,"author":{"id":"3584483803388045","authorId":"3584483803388045","name":"richrich","avatar":"https://static.tigerbbs.com/0fd1bd3c64e14be44f3f9be4259c69f0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584483803388045","authorIdStr":"3584483803388045"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144768017","repostId":"2151548988","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}