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Fatboiiiswim
2021-06-18
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Fatboiiiswim
2021-06-17
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Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.
Fatboiiiswim
2021-06-17
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Fatboiiiswim
2021-06-17
$Tiger Brokers(TIGR)$
Go Go Tiger, to the Moon
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2021-06-18
$iQiyi Inc.(IQ)$
It’s time to move in slowly 😊
Fatboiiiswim
2021-06-16
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2021-06-18
$Tiger Brokers(TIGR)$
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Fatboiiiswim
2021-06-18
It will 📈📈📈 Press on
Alibaba Stock: The Bottoming Process Looks To Be Forming Already
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2021-06-18
$Plug Power(PLUG)$
slowly and steadily 📈😊
Fatboiiiswim
2021-06-17
God of stock
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Fatboiiiswim
2021-06-17
Tonight to be the night? Go go to the moon Tiger
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2021-06-17
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2021-06-17
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2021-06-16
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Fatboiiiswim
2021-06-15
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One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts
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2021-06-12
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Fatboiiiswim
2021-06-12
👍looking forward
Apple envisions a smart home where users can unlock the front door with their iPhone
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2021-06-12
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Apple envisions a smart home where users can unlock the front door with their iPhone
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and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/166190264","repostId":"2144742925","repostType":4,"isVote":1,"tweetType":1,"viewCount":2284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166104311,"gmtCreate":1623994807033,"gmtModify":1634024396788,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"It will 📈📈📈 Press on","listText":"It will 📈📈📈 Press on","text":"It will 📈📈📈 Press on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166104311","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8 <a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166377541,"gmtCreate":1623994398683,"gmtModify":1634024403984,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$iQiyi Inc.(IQ)$</a>It’s time to move in slowly 😊","listText":"<a href=\"https://laohu8.com/S/IQ\">$iQiyi Inc.(IQ)$</a>It’s time to move in slowly 😊","text":"$iQiyi Inc.(IQ)$It’s time to move in slowly 😊","images":[{"img":"https://static.tigerbbs.com/8598ba0ba87c2aaec81628ac1a419b64","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166377541","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166374795,"gmtCreate":1623994356617,"gmtModify":1631888480999,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLUG\">$Plug Power(PLUG)$</a>slowly and steadily 📈😊","listText":"<a href=\"https://laohu8.com/S/PLUG\">$Plug Power(PLUG)$</a>slowly and steadily 📈😊","text":"$Plug Power(PLUG)$slowly and steadily 📈😊","images":[{"img":"https://static.tigerbbs.com/9d74729c69bb171a647ebd14fd35d3b6","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166374795","isVote":1,"tweetType":1,"viewCount":2068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166375429,"gmtCreate":1623994292561,"gmtModify":1634024405695,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>老虎🐯加油","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>老虎🐯加油","text":"$Tiger Brokers(TIGR)$老虎🐯加油","images":[{"img":"https://static.tigerbbs.com/473aec2307faf841853794a4a37efcba","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166375429","isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":163729178,"gmtCreate":1623894004494,"gmtModify":1634026269006,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"God of stock","listText":"God of stock","text":"God of stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163729178","repostId":"2143379379","repostType":4,"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163764256,"gmtCreate":1623893941475,"gmtModify":1634026270632,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"Tonight to be the night? Go go to the moon Tiger","listText":"Tonight to be the night? Go go to the moon Tiger","text":"Tonight to be the night? Go go to the moon Tiger","images":[{"img":"https://static.tigerbbs.com/73bddf94f787f7cd65d09d63280cecf7","width":"750","height":"1797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163764256","isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163766274,"gmtCreate":1623893858398,"gmtModify":1634026273673,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/163766274","repostId":"1124213234","repostType":4,"repost":{"id":"1124213234","kind":"news","pubTimestamp":1623888164,"share":"https://www.laohu8.com/m/news/1124213234?lang=&edition=full","pubTime":"2021-06-17 08:02","market":"us","language":"en","title":"Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124213234","media":"Barrons","summary":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neu","content":"<p>While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.</p>\n<p>Jefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.</p>\n<p>He wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.</p>\n<p>Although investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.</p>\n<p>Behavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.</p>\n<p>Thill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.</p>\n<p>In designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.</p>\n<p>Meanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.</p>\n<p>He noted that the company has been investing heavily in content for Amazon Prime, including the pending MGM acquisition and buying the rights to stream Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.</p>\n<p>Anmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.</p>\n<p>The number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.</p>\n<p>Anmuth repeated his Overweight rating and $4,600 price target on Amazon shares.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.</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\">\nAmazon Stock Has Underperformed. Two Analysts Advise Buying Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 08:02 GMT+8 <a href=https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124213234","content_text":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.\nJefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.\nHe wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.\nAlthough investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.\nBehavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.\nThill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.\nIn designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.\nMeanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.\nHe noted that the company has been investing heavily in content for Amazon Prime, including the pending MGM acquisition and buying the rights to stream Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.\nAnmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.\nThe number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.\nAnmuth repeated his Overweight rating and $4,600 price target on Amazon shares.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163787316,"gmtCreate":1623893684235,"gmtModify":1634026278976,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"Like and follow","listText":"Like and follow","text":"Like and 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Moon","images":[{"img":"https://static.tigerbbs.com/a8369e8008eaad1354b08882960a9d8b","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163734118","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169045151,"gmtCreate":1623810428873,"gmtModify":1634027758265,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and 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19:30","market":"us","language":"en","title":"One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts","url":"https://stock-news.laohu8.com/highlight/detail?id=1156005756","media":"cnbc","summary":"As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well of","content":"<div>\n<p>As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts</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{ 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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\">\nOne corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 19:30 GMT+8 <a href=https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司","ABBV":"艾伯维公司","AMGN":"安进","JNJ":"强生","IBB":"生物科技指数ETF-iShares Nasdaq"},"source_url":"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156005756","content_text":"As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, and the key reason why is that it’s not just tech anymore. You have biotechnology also lifting its head higher and participating,” Ari Wald, head of technical analysis atOppenheimer, told CNBC’s “Trading Nation” on Monday.\nTheIBB biotechnology ETF, which holds stocks such asBiogenandAmgen, has risen 6% this month. That’s roughly double the gains on the broader Nasdaq. However, it is still 7% from its February high.\n“Talking about the strength in the Nasdaq Biotech ETF, … it really started with the breakout through five-year resistance last year,” he said.\nHe added that this upturn following a consolidation looks similar to how the ETF traded last summer. Like this year, the IBB consolidated for five months and then broke higher. Wald said both of those bullish trends bode well for more upside.\nNancy Tengler, chief investment officer at Laffer Tengler Investments, prefers to be selective within the biotech space.\n\"We're playing the space with individual holdings. Our two largest areJ&J, which by the way bought Actelion which is one of the largest biotech companies, andAbbVie, which is alternately characterized as pharma and biotech,\" said Tengler.\nJohnson & Johnson and AbbVie have had a mixed month, falling 2% and gaining 2%, respectively.","news_type":1,"symbols_score_info":{"ABBV":0.9,"AMGN":0.9,"BIIB":0.9,"IBB":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186273614,"gmtCreate":1623505885938,"gmtModify":1634032281859,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"🙏🏻","listText":"🙏🏻","text":"🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186273614","repostId":"1133871419","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186270020,"gmtCreate":1623505622060,"gmtModify":1634032283956,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"👍looking forward","listText":"👍looking forward","text":"👍looking forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186270020","repostId":"1131421513","repostType":4,"repost":{"id":"1131421513","kind":"news","pubTimestamp":1623452742,"share":"https://www.laohu8.com/m/news/1131421513?lang=&edition=full","pubTime":"2021-06-12 07:05","market":"us","language":"en","title":"Apple envisions a smart home where users can unlock the front door with their iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=1131421513","media":"cnbc","summary":"KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its ","content":"<div>\n<p>KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple envisions a smart home where users can unlock the front door with their iPhone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple envisions a smart home where users can unlock the front door with their iPhone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 07:05 GMT+8 <a href=https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1131421513","content_text":"KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe WWDC event this year showed that Apple's smart home strategy relies heavily on encouraging third-party hardware makers to adopt Apple's platform, which it calls HomeKit.\nNew features include a way to unlock your front door with an iPhone through a digital key in the Wallet App and Siri integration with third-party gadgets.\n\nAppleintroduced several new features for its smart home initiative at its annual WWDC conference, including a way to unlock your front door with an iPhone through a digital key in the Wallet App.\nBut Apple is taking a different tack with its smart home strategy than it does its main platforms, such as iOS and MacOS, where the company both builds the hardware and controls the software.\nInstead, Apple's smart home strategy relies heavily on encouraging third-party hardware makers to adopt Apple's platform, HomeKit, which aims to simplify the process of getting gadgets from various companies to work together seamlessly.\nFor example, Apple didn't release an Apple-branded smart lock, but it did promote a smart lock that uses Apple's software and integrates tightly with the iPhone's Home and Wallet apps. Other HomeKit-enabled gadgets include air conditioners, video cameras, motion sensors, doorbells and lights.\nFor Apple, this strategy aims to position iPhone and Apple Watch as controllers for a wide variety of in-home functions, making them more valuable to current customers and discouraging them from switching to an Android phone when it is time to upgrade. Apple's smart home strategy could also boost Apple TV or HomePod sales, as these devices can be used as the smart home's hub.\n'Hey Siri' comes home\nPerhaps the biggest smart home announcement at WWDC for iOS 15, which will be released this fall, is that Apple said it planned to open up Siri, its voice assistant, to work with third-party smart home gadgets such asEcobee's Smart Thermostatlater this year. Soon, users will be able to say \"Hey Siri\" to non-Apple gadgets — matching an ability thatGoogle's Assistant andAmazonAlexa were already capable of.\n\"While we don't believe that Siri is a major reason why people buy Apple products, we do believe that the expansion of Siri into third-party devices could help drive the use of Siri and help support Apple's push into the smart home market,\" Deutsche Bank analyst Sidney Ho wrote in a note this week.\nThrough a supported third-party device such as the Smart Thermostat, users will be able to call Siri and send messages, add reminders, and even use family members' iPhones, Apple Watches and HomePods as an intercom.\nThere is one catch, though — the feature requires a HomePod or HomePod mini. Essentially, the third-party Siri gadget passes messages to the HomePod for processing.\nApple will also allow users to unlock their front door or garage with their iPhone — if the user has a compatible smart lock installed. While Apple didn't announce any devices this week, it did display a slide that said that top lock vendors such as Schlage and Aqara will support the feature.\nThere were also smaller, more incremental updates that users will appreciate. HomeKit can use Siri to schedule events, such as turning on smart lights every day at 7 a.m. Cameras can identify when a package has been delivered. Users can monitor HomeKit cameras on an Apple TV in full-screen mode and easily turn on lights or activate other gadgets in the scene.\nMost intriguingly, Apple has started to bundle one of the key smart home features as a paid service. Cameras are one of the most important smart home gadgets, and Apple is relying heavily on its privacy pitch to stand out against competitors such as Amazon's Ring, noting that it stores the raw footage in an encrypted, private way on iCloud called HomeKit Secure Video.\nTo get the most out of this feature, users will be required to subscribe to the upper-end iCloud service, which costs $9.99 per month for 2TB of storage. And, unlike Amazon, Apple does not make its own smart cameras, but relies on partners such as Logitech.\nFor the 50 third-party hardware makerswho support these features, HomeKit allows them reach a generally wealthy group of consumers without having to do a lot of the hard technical legwork to enable basic functionality. But it also means that they have to participate inApple's MFi accessory program, which means that Apple can exercise some control over what they launch through the program contract.\nApplesaid this week that it is backing Matter, a standard that is designed to allow smart home gadgets to work together, and Apple said it contributed some open-source HomeKit code. Amazon, Google and Samsung are also participating in the standard.\nIn a video session Thursday, Apple engineers said the goal for Matter is to ensure that smart home devices remain compatible for years to come and to make it easier to develop new gadgets and apps. For developers, HomeKit code will work with Matter without any changes required, Apple said.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186244930,"gmtCreate":1623505475220,"gmtModify":1634032285241,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586472874126808","authorIdStr":"3586472874126808"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186244930","repostId":"1131421513","repostType":4,"repost":{"id":"1131421513","kind":"news","pubTimestamp":1623452742,"share":"https://www.laohu8.com/m/news/1131421513?lang=&edition=full","pubTime":"2021-06-12 07:05","market":"us","language":"en","title":"Apple envisions a smart home where users can unlock the front door with their iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=1131421513","media":"cnbc","summary":"KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its ","content":"<div>\n<p>KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple envisions a smart home where users can unlock the front door with their iPhone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple envisions a smart home where users can unlock the front door with their iPhone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 07:05 GMT+8 <a href=https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1131421513","content_text":"KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe WWDC event this year showed that Apple's smart home strategy relies heavily on encouraging third-party hardware makers to adopt Apple's platform, which it calls HomeKit.\nNew features include a way to unlock your front door with an iPhone through a digital key in the Wallet App and Siri integration with third-party gadgets.\n\nAppleintroduced several new features for its smart home initiative at its annual WWDC conference, including a way to unlock your front door with an iPhone through a digital key in the Wallet App.\nBut Apple is taking a different tack with its smart home strategy than it does its main platforms, such as iOS and MacOS, where the company both builds the hardware and controls the software.\nInstead, Apple's smart home strategy relies heavily on encouraging third-party hardware makers to adopt Apple's platform, HomeKit, which aims to simplify the process of getting gadgets from various companies to work together seamlessly.\nFor example, Apple didn't release an Apple-branded smart lock, but it did promote a smart lock that uses Apple's software and integrates tightly with the iPhone's Home and Wallet apps. Other HomeKit-enabled gadgets include air conditioners, video cameras, motion sensors, doorbells and lights.\nFor Apple, this strategy aims to position iPhone and Apple Watch as controllers for a wide variety of in-home functions, making them more valuable to current customers and discouraging them from switching to an Android phone when it is time to upgrade. Apple's smart home strategy could also boost Apple TV or HomePod sales, as these devices can be used as the smart home's hub.\n'Hey Siri' comes home\nPerhaps the biggest smart home announcement at WWDC for iOS 15, which will be released this fall, is that Apple said it planned to open up Siri, its voice assistant, to work with third-party smart home gadgets such asEcobee's Smart Thermostatlater this year. Soon, users will be able to say \"Hey Siri\" to non-Apple gadgets — matching an ability thatGoogle's Assistant andAmazonAlexa were already capable of.\n\"While we don't believe that Siri is a major reason why people buy Apple products, we do believe that the expansion of Siri into third-party devices could help drive the use of Siri and help support Apple's push into the smart home market,\" Deutsche Bank analyst Sidney Ho wrote in a note this week.\nThrough a supported third-party device such as the Smart Thermostat, users will be able to call Siri and send messages, add reminders, and even use family members' iPhones, Apple Watches and HomePods as an intercom.\nThere is one catch, though — the feature requires a HomePod or HomePod mini. Essentially, the third-party Siri gadget passes messages to the HomePod for processing.\nApple will also allow users to unlock their front door or garage with their iPhone — if the user has a compatible smart lock installed. While Apple didn't announce any devices this week, it did display a slide that said that top lock vendors such as Schlage and Aqara will support the feature.\nThere were also smaller, more incremental updates that users will appreciate. HomeKit can use Siri to schedule events, such as turning on smart lights every day at 7 a.m. Cameras can identify when a package has been delivered. Users can monitor HomeKit cameras on an Apple TV in full-screen mode and easily turn on lights or activate other gadgets in the scene.\nMost intriguingly, Apple has started to bundle one of the key smart home features as a paid service. Cameras are one of the most important smart home gadgets, and Apple is relying heavily on its privacy pitch to stand out against competitors such as Amazon's Ring, noting that it stores the raw footage in an encrypted, private way on iCloud called HomeKit Secure Video.\nTo get the most out of this feature, users will be required to subscribe to the upper-end iCloud service, which costs $9.99 per month for 2TB of storage. And, unlike Amazon, Apple does not make its own smart cameras, but relies on partners such as Logitech.\nFor the 50 third-party hardware makerswho support these features, HomeKit allows them reach a generally wealthy group of consumers without having to do a lot of the hard technical legwork to enable basic functionality. But it also means that they have to participate inApple's MFi accessory program, which means that Apple can exercise some control over what they launch through the program contract.\nApplesaid this week that it is backing Matter, a standard that is designed to allow smart home gadgets to work together, and Apple said it contributed some open-source HomeKit code. Amazon, Google and Samsung are also participating in the standard.\nIn a video session Thursday, Apple engineers said the goal for Matter is to ensure that smart home devices remain compatible for years to come and to make it easier to develop new gadgets and apps. For developers, HomeKit code will work with Matter without any changes required, Apple said.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":166190264,"gmtCreate":1623994907358,"gmtModify":1634024394860,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/166190264","repostId":"2144742925","repostType":4,"isVote":1,"tweetType":1,"viewCount":2284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163766274,"gmtCreate":1623893858398,"gmtModify":1634026273673,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/163766274","repostId":"1124213234","repostType":4,"repost":{"id":"1124213234","kind":"news","pubTimestamp":1623888164,"share":"https://www.laohu8.com/m/news/1124213234?lang=&edition=full","pubTime":"2021-06-17 08:02","market":"us","language":"en","title":"Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124213234","media":"Barrons","summary":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neu","content":"<p>While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.</p>\n<p>Jefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.</p>\n<p>He wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.</p>\n<p>Although investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.</p>\n<p>Behavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.</p>\n<p>Thill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.</p>\n<p>In designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.</p>\n<p>Meanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.</p>\n<p>He noted that the company has been investing heavily in content for Amazon Prime, including the pending MGM acquisition and buying the rights to stream Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.</p>\n<p>Anmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.</p>\n<p>The number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.</p>\n<p>Anmuth repeated his Overweight rating and $4,600 price target on Amazon shares.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.</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\">\nAmazon Stock Has Underperformed. Two Analysts Advise Buying Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 08:02 GMT+8 <a href=https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124213234","content_text":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.\nJefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.\nHe wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.\nAlthough investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.\nBehavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.\nThill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.\nIn designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.\nMeanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.\nHe noted that the company has been investing heavily in content for Amazon Prime, including the pending MGM acquisition and buying the rights to stream Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.\nAnmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.\nThe number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.\nAnmuth repeated his Overweight rating and $4,600 price target on Amazon shares.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163785910,"gmtCreate":1623893638130,"gmtModify":1634026281064,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/163785910","repostId":"1152730219","repostType":4,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163734118,"gmtCreate":1623893138834,"gmtModify":1634026297249,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> Go Go Tiger, to the Moon","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> Go Go Tiger, to the Moon","text":"$Tiger Brokers(TIGR)$ Go Go Tiger, to the Moon","images":[{"img":"https://static.tigerbbs.com/a8369e8008eaad1354b08882960a9d8b","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163734118","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166377541,"gmtCreate":1623994398683,"gmtModify":1634024403984,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$iQiyi Inc.(IQ)$</a>It’s time to move in slowly 😊","listText":"<a href=\"https://laohu8.com/S/IQ\">$iQiyi Inc.(IQ)$</a>It’s time to move in slowly 😊","text":"$iQiyi Inc.(IQ)$It’s time to move in slowly 😊","images":[{"img":"https://static.tigerbbs.com/8598ba0ba87c2aaec81628ac1a419b64","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166377541","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169056288,"gmtCreate":1623810079444,"gmtModify":1634027766892,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"😞","listText":"😞","text":"😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169056288","repostId":"2143680537","repostType":4,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166375429,"gmtCreate":1623994292561,"gmtModify":1634024405695,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>老虎🐯加油","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>老虎🐯加油","text":"$Tiger Brokers(TIGR)$老虎🐯加油","images":[{"img":"https://static.tigerbbs.com/473aec2307faf841853794a4a37efcba","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166375429","isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":166104311,"gmtCreate":1623994807033,"gmtModify":1634024396788,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"It will 📈📈📈 Press on","listText":"It will 📈📈📈 Press on","text":"It will 📈📈📈 Press on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166104311","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8 <a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166374795,"gmtCreate":1623994356617,"gmtModify":1631888480999,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLUG\">$Plug Power(PLUG)$</a>slowly and steadily 📈😊","listText":"<a href=\"https://laohu8.com/S/PLUG\">$Plug Power(PLUG)$</a>slowly and steadily 📈😊","text":"$Plug Power(PLUG)$slowly and steadily 📈😊","images":[{"img":"https://static.tigerbbs.com/9d74729c69bb171a647ebd14fd35d3b6","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166374795","isVote":1,"tweetType":1,"viewCount":2068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163729178,"gmtCreate":1623894004494,"gmtModify":1634026269006,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"God of stock","listText":"God of stock","text":"God of stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163729178","repostId":"2143379379","repostType":4,"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163764256,"gmtCreate":1623893941475,"gmtModify":1634026270632,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"Tonight to be the night? Go go to the moon Tiger","listText":"Tonight to be the night? Go go to the moon Tiger","text":"Tonight to be the night? Go go to the moon Tiger","images":[{"img":"https://static.tigerbbs.com/73bddf94f787f7cd65d09d63280cecf7","width":"750","height":"1797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163764256","isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163787316,"gmtCreate":1623893684235,"gmtModify":1634026278976,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"Like and follow","listText":"Like and follow","text":"Like and 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like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169054216","repostId":"1120789392","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187473495,"gmtCreate":1623763458417,"gmtModify":1634028751821,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187473495","repostId":"1156005756","repostType":4,"repost":{"id":"1156005756","kind":"news","pubTimestamp":1623756623,"share":"https://www.laohu8.com/m/news/1156005756?lang=&edition=full","pubTime":"2021-06-15 19:30","market":"us","language":"en","title":"One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts","url":"https://stock-news.laohu8.com/highlight/detail?id=1156005756","media":"cnbc","summary":"As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well of","content":"<div>\n<p>As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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\">\nOne corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 19:30 GMT+8 <a href=https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司","ABBV":"艾伯维公司","AMGN":"安进","JNJ":"强生","IBB":"生物科技指数ETF-iShares Nasdaq"},"source_url":"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156005756","content_text":"As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, and the key reason why is that it’s not just tech anymore. You have biotechnology also lifting its head higher and participating,” Ari Wald, head of technical analysis atOppenheimer, told CNBC’s “Trading Nation” on Monday.\nTheIBB biotechnology ETF, which holds stocks such asBiogenandAmgen, has risen 6% this month. That’s roughly double the gains on the broader Nasdaq. However, it is still 7% from its February high.\n“Talking about the strength in the Nasdaq Biotech ETF, … it really started with the breakout through five-year resistance last year,” he said.\nHe added that this upturn following a consolidation looks similar to how the ETF traded last summer. Like this year, the IBB consolidated for five months and then broke higher. Wald said both of those bullish trends bode well for more upside.\nNancy Tengler, chief investment officer at Laffer Tengler Investments, prefers to be selective within the biotech space.\n\"We're playing the space with individual holdings. Our two largest areJ&J, which by the way bought Actelion which is one of the largest biotech companies, andAbbVie, which is alternately characterized as pharma and biotech,\" said Tengler.\nJohnson & Johnson and AbbVie have had a mixed month, falling 2% and gaining 2%, respectively.","news_type":1,"symbols_score_info":{"ABBV":0.9,"AMGN":0.9,"BIIB":0.9,"IBB":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186273614,"gmtCreate":1623505885938,"gmtModify":1634032281859,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"🙏🏻","listText":"🙏🏻","text":"🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186273614","repostId":"1133871419","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186270020,"gmtCreate":1623505622060,"gmtModify":1634032283956,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"👍looking forward","listText":"👍looking forward","text":"👍looking forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186270020","repostId":"1131421513","repostType":4,"repost":{"id":"1131421513","kind":"news","pubTimestamp":1623452742,"share":"https://www.laohu8.com/m/news/1131421513?lang=&edition=full","pubTime":"2021-06-12 07:05","market":"us","language":"en","title":"Apple envisions a smart home where users can unlock the front door with their iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=1131421513","media":"cnbc","summary":"KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its ","content":"<div>\n<p>KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple envisions a smart home where users can unlock the front door with their iPhone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple envisions a smart home where users can unlock the front door with their iPhone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 07:05 GMT+8 <a href=https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1131421513","content_text":"KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe WWDC event this year showed that Apple's smart home strategy relies heavily on encouraging third-party hardware makers to adopt Apple's platform, which it calls HomeKit.\nNew features include a way to unlock your front door with an iPhone through a digital key in the Wallet App and Siri integration with third-party gadgets.\n\nAppleintroduced several new features for its smart home initiative at its annual WWDC conference, including a way to unlock your front door with an iPhone through a digital key in the Wallet App.\nBut Apple is taking a different tack with its smart home strategy than it does its main platforms, such as iOS and MacOS, where the company both builds the hardware and controls the software.\nInstead, Apple's smart home strategy relies heavily on encouraging third-party hardware makers to adopt Apple's platform, HomeKit, which aims to simplify the process of getting gadgets from various companies to work together seamlessly.\nFor example, Apple didn't release an Apple-branded smart lock, but it did promote a smart lock that uses Apple's software and integrates tightly with the iPhone's Home and Wallet apps. Other HomeKit-enabled gadgets include air conditioners, video cameras, motion sensors, doorbells and lights.\nFor Apple, this strategy aims to position iPhone and Apple Watch as controllers for a wide variety of in-home functions, making them more valuable to current customers and discouraging them from switching to an Android phone when it is time to upgrade. Apple's smart home strategy could also boost Apple TV or HomePod sales, as these devices can be used as the smart home's hub.\n'Hey Siri' comes home\nPerhaps the biggest smart home announcement at WWDC for iOS 15, which will be released this fall, is that Apple said it planned to open up Siri, its voice assistant, to work with third-party smart home gadgets such asEcobee's Smart Thermostatlater this year. Soon, users will be able to say \"Hey Siri\" to non-Apple gadgets — matching an ability thatGoogle's Assistant andAmazonAlexa were already capable of.\n\"While we don't believe that Siri is a major reason why people buy Apple products, we do believe that the expansion of Siri into third-party devices could help drive the use of Siri and help support Apple's push into the smart home market,\" Deutsche Bank analyst Sidney Ho wrote in a note this week.\nThrough a supported third-party device such as the Smart Thermostat, users will be able to call Siri and send messages, add reminders, and even use family members' iPhones, Apple Watches and HomePods as an intercom.\nThere is one catch, though — the feature requires a HomePod or HomePod mini. Essentially, the third-party Siri gadget passes messages to the HomePod for processing.\nApple will also allow users to unlock their front door or garage with their iPhone — if the user has a compatible smart lock installed. While Apple didn't announce any devices this week, it did display a slide that said that top lock vendors such as Schlage and Aqara will support the feature.\nThere were also smaller, more incremental updates that users will appreciate. HomeKit can use Siri to schedule events, such as turning on smart lights every day at 7 a.m. Cameras can identify when a package has been delivered. Users can monitor HomeKit cameras on an Apple TV in full-screen mode and easily turn on lights or activate other gadgets in the scene.\nMost intriguingly, Apple has started to bundle one of the key smart home features as a paid service. Cameras are one of the most important smart home gadgets, and Apple is relying heavily on its privacy pitch to stand out against competitors such as Amazon's Ring, noting that it stores the raw footage in an encrypted, private way on iCloud called HomeKit Secure Video.\nTo get the most out of this feature, users will be required to subscribe to the upper-end iCloud service, which costs $9.99 per month for 2TB of storage. And, unlike Amazon, Apple does not make its own smart cameras, but relies on partners such as Logitech.\nFor the 50 third-party hardware makerswho support these features, HomeKit allows them reach a generally wealthy group of consumers without having to do a lot of the hard technical legwork to enable basic functionality. But it also means that they have to participate inApple's MFi accessory program, which means that Apple can exercise some control over what they launch through the program contract.\nApplesaid this week that it is backing Matter, a standard that is designed to allow smart home gadgets to work together, and Apple said it contributed some open-source HomeKit code. Amazon, Google and Samsung are also participating in the standard.\nIn a video session Thursday, Apple engineers said the goal for Matter is to ensure that smart home devices remain compatible for years to come and to make it easier to develop new gadgets and apps. For developers, HomeKit code will work with Matter without any changes required, Apple said.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186244930,"gmtCreate":1623505475220,"gmtModify":1634032285241,"author":{"id":"3586472874126808","authorId":"3586472874126808","name":"Fatboiiiswim","avatar":"https://static.tigerbbs.com/92f9cd11969c2a60eb3c22f778b1991a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586472874126808","idStr":"3586472874126808"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186244930","repostId":"1131421513","repostType":4,"repost":{"id":"1131421513","kind":"news","pubTimestamp":1623452742,"share":"https://www.laohu8.com/m/news/1131421513?lang=&edition=full","pubTime":"2021-06-12 07:05","market":"us","language":"en","title":"Apple envisions a smart home where users can unlock the front door with their iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=1131421513","media":"cnbc","summary":"KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its ","content":"<div>\n<p>KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple envisions a smart home where users can unlock the front door with their iPhone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 07:05 GMT+8 <a href=https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/11/apple-smart-home-updates-from-wwdc-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1131421513","content_text":"KEY POINTS\n\nApple is taking a different approach with its smart home strategy than it does with its main platforms, such as iOS and MacOS, where it builds the hardware and controls the software.\nThe WWDC event this year showed that Apple's smart home strategy relies heavily on encouraging third-party hardware makers to adopt Apple's platform, which it calls HomeKit.\nNew features include a way to unlock your front door with an iPhone through a digital key in the Wallet App and Siri integration with third-party gadgets.\n\nAppleintroduced several new features for its smart home initiative at its annual WWDC conference, including a way to unlock your front door with an iPhone through a digital key in the Wallet App.\nBut Apple is taking a different tack with its smart home strategy than it does its main platforms, such as iOS and MacOS, where the company both builds the hardware and controls the software.\nInstead, Apple's smart home strategy relies heavily on encouraging third-party hardware makers to adopt Apple's platform, HomeKit, which aims to simplify the process of getting gadgets from various companies to work together seamlessly.\nFor example, Apple didn't release an Apple-branded smart lock, but it did promote a smart lock that uses Apple's software and integrates tightly with the iPhone's Home and Wallet apps. Other HomeKit-enabled gadgets include air conditioners, video cameras, motion sensors, doorbells and lights.\nFor Apple, this strategy aims to position iPhone and Apple Watch as controllers for a wide variety of in-home functions, making them more valuable to current customers and discouraging them from switching to an Android phone when it is time to upgrade. Apple's smart home strategy could also boost Apple TV or HomePod sales, as these devices can be used as the smart home's hub.\n'Hey Siri' comes home\nPerhaps the biggest smart home announcement at WWDC for iOS 15, which will be released this fall, is that Apple said it planned to open up Siri, its voice assistant, to work with third-party smart home gadgets such asEcobee's Smart Thermostatlater this year. Soon, users will be able to say \"Hey Siri\" to non-Apple gadgets — matching an ability thatGoogle's Assistant andAmazonAlexa were already capable of.\n\"While we don't believe that Siri is a major reason why people buy Apple products, we do believe that the expansion of Siri into third-party devices could help drive the use of Siri and help support Apple's push into the smart home market,\" Deutsche Bank analyst Sidney Ho wrote in a note this week.\nThrough a supported third-party device such as the Smart Thermostat, users will be able to call Siri and send messages, add reminders, and even use family members' iPhones, Apple Watches and HomePods as an intercom.\nThere is one catch, though — the feature requires a HomePod or HomePod mini. Essentially, the third-party Siri gadget passes messages to the HomePod for processing.\nApple will also allow users to unlock their front door or garage with their iPhone — if the user has a compatible smart lock installed. While Apple didn't announce any devices this week, it did display a slide that said that top lock vendors such as Schlage and Aqara will support the feature.\nThere were also smaller, more incremental updates that users will appreciate. HomeKit can use Siri to schedule events, such as turning on smart lights every day at 7 a.m. Cameras can identify when a package has been delivered. Users can monitor HomeKit cameras on an Apple TV in full-screen mode and easily turn on lights or activate other gadgets in the scene.\nMost intriguingly, Apple has started to bundle one of the key smart home features as a paid service. Cameras are one of the most important smart home gadgets, and Apple is relying heavily on its privacy pitch to stand out against competitors such as Amazon's Ring, noting that it stores the raw footage in an encrypted, private way on iCloud called HomeKit Secure Video.\nTo get the most out of this feature, users will be required to subscribe to the upper-end iCloud service, which costs $9.99 per month for 2TB of storage. And, unlike Amazon, Apple does not make its own smart cameras, but relies on partners such as Logitech.\nFor the 50 third-party hardware makerswho support these features, HomeKit allows them reach a generally wealthy group of consumers without having to do a lot of the hard technical legwork to enable basic functionality. But it also means that they have to participate inApple's MFi accessory program, which means that Apple can exercise some control over what they launch through the program contract.\nApplesaid this week that it is backing Matter, a standard that is designed to allow smart home gadgets to work together, and Apple said it contributed some open-source HomeKit code. Amazon, Google and Samsung are also participating in the standard.\nIn a video session Thursday, Apple engineers said the goal for Matter is to ensure that smart home devices remain compatible for years to come and to make it easier to develop new gadgets and apps. For developers, HomeKit code will work with Matter without any changes required, Apple said.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}