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POR
2021-07-02
It will go upto 162
Apple Stock: A Tough First Half Of 2021 In Review
POR
2021-07-02
Good update
Micron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out
POR
2021-07-02
JD is trading at 2019 levels
POR
2021-07-02
took some time to do it
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POR
2021-07-02
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POR
2021-06-27
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Today, the Apple Maven","content":"<p>First half of 2021 was neither disastrous nor overly bullish for Apple stock. Today, the Apple Maven tells the story of AAPL’s performance between January and June.</p>\n<p>The first half of 2021 is over. Investors who saw Apple stock skyrocket in the past two years must have felt a bit more uncomfortable this time. Shares of the Cupertino company managed to climb 3.5% from January to June 2021, but with quite a bit of volatility and pullbacks along the way.</p>\n<p>Today, the Apple Maven reviews AAPL’s journey through the first half of the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8532f812576196b6bc559e707688f5bf\" tg-width=\"1240\" tg-height=\"620\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in Singapore.</span></p>\n<p><b>Apple’s performance in the first half</b></p>\n<p>We start with a high level overview of Apple stock’s performance in the first half, along with some interesting metrics. See bullet points below:</p>\n<ul>\n <li>Absolute<i>annualized</i>return of <b>7%</b> (see chart below), which compares unfavorably to the S&P 500’s<i>annualized</i>33%, and Apple’s own 23% since the 1980s.</li>\n <li>Annualized volatility of <b>34%</b>, high (i.e. not good) compared to Apple’s 27% over the past decade, which even included the jittery pandemic year of 2020.</li>\n <li>Maximum drawdown of <b>19%</b>, as Apple barely escaped bear territory in March 2021.</li>\n <li>Best month of returns: June,<b>10%</b></li>\n <li>Worst month of returns: February,<b>-8%</b></li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0a38a341da46bf4c7eb4f96e9b9b4ba\" tg-width=\"1200\" tg-height=\"657\"><span>Figure 2: Annualized return -AAPL vs. S&P 500.</span></p>\n<p>The year started with bullish expectations for fiscal first quarter results. Ahead of the Janury 27 earnings day, Apple stock price climbed a whopping 12% in only one week to reach all time highs. Investors were likely excited about pent up demand for the iPhone 12, whose release in 2020 had been delayed.</p>\n<p>But that was as far as AAPL went all year. By March 8, less than six weeks after earnings, the stock was tiptoeing around bear-style correction territory – a pullback of at least 20% from the top.</p>\n<p>Nothing seemed particularly wrong with Apple itself, other than some speculation on Wall Street that demand for Apple’s products and services could falter with the end of the stay-at-home consumer trends. However, bearishness in Q1 can probably be best explained by the following:</p>\n<ul>\n <li>The cyclical rotation, which started roughly with the announcement of the first COVID-19 vaccines in November,picked up steam in February. It was time for investors and traders to bet on banks, airlines and commodities, not on Big Tech.</li>\n <li>Inflation concerns took center stage, as the global economies began to reopen. As a result, the 10-year treasury yield skyrocketed from 1.0% to 1.6% during the same period that Apple shares headed sharply lower. Higher interest rates are bad news for growth and tech stocks.</li>\n</ul>\n<p>Probably not a coincidence, Apple share price climbed from the gutter (a 2021 low of $116, in this case) as soon as yields stabilized, starting around mid-March. By mid-April, Apple started to show signs that it could reach all-time highs any moment.</p>\n<p>It is possible that the company’s “Spring Loaded” event, on April 20, also contributed to briefly improved investor sentiment. But shortly after the unveiling of the iPad Pro, new iMac with M1, Apple TV 4K, AirTag and purple iPhone 12, Apple shares head down 9% from the April high through May 12.</p>\n<p>Only at that point did Apple find its way north again. June, for instance, was a fantastic month of returns for the stock. I believe that bullishness can be credited to the usual summer anticipation of the new iPhone model and holiday season sales.</p>\n<p>This, coupled with (1) forward P/E multiples that dipped to the low 20s, (2) stable yields and (3) a dip in market volatility, led me to becoming much more bullish on Applefor the next few months.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: A Tough First Half Of 2021 In Review</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\">\nApple Stock: A Tough First Half Of 2021 In Review\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 20:49 GMT+8 <a href=https://www.thestreet.com/apple/stock/apple-stock-a-tough-first-half-of-2021-in-review><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First half of 2021 was neither disastrous nor overly bullish for Apple stock. Today, the Apple Maven tells the story of AAPL’s performance between January and June.\nThe first half of 2021 is over. ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-a-tough-first-half-of-2021-in-review\">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.thestreet.com/apple/stock/apple-stock-a-tough-first-half-of-2021-in-review","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116521790","content_text":"First half of 2021 was neither disastrous nor overly bullish for Apple stock. Today, the Apple Maven tells the story of AAPL’s performance between January and June.\nThe first half of 2021 is over. Investors who saw Apple stock skyrocket in the past two years must have felt a bit more uncomfortable this time. Shares of the Cupertino company managed to climb 3.5% from January to June 2021, but with quite a bit of volatility and pullbacks along the way.\nToday, the Apple Maven reviews AAPL’s journey through the first half of the year.\nFigure 1: Apple store in Singapore.\nApple’s performance in the first half\nWe start with a high level overview of Apple stock’s performance in the first half, along with some interesting metrics. See bullet points below:\n\nAbsoluteannualizedreturn of 7% (see chart below), which compares unfavorably to the S&P 500’sannualized33%, and Apple’s own 23% since the 1980s.\nAnnualized volatility of 34%, high (i.e. not good) compared to Apple’s 27% over the past decade, which even included the jittery pandemic year of 2020.\nMaximum drawdown of 19%, as Apple barely escaped bear territory in March 2021.\nBest month of returns: June,10%\nWorst month of returns: February,-8%\n\nFigure 2: Annualized return -AAPL vs. S&P 500.\nThe year started with bullish expectations for fiscal first quarter results. Ahead of the Janury 27 earnings day, Apple stock price climbed a whopping 12% in only one week to reach all time highs. Investors were likely excited about pent up demand for the iPhone 12, whose release in 2020 had been delayed.\nBut that was as far as AAPL went all year. By March 8, less than six weeks after earnings, the stock was tiptoeing around bear-style correction territory – a pullback of at least 20% from the top.\nNothing seemed particularly wrong with Apple itself, other than some speculation on Wall Street that demand for Apple’s products and services could falter with the end of the stay-at-home consumer trends. However, bearishness in Q1 can probably be best explained by the following:\n\nThe cyclical rotation, which started roughly with the announcement of the first COVID-19 vaccines in November,picked up steam in February. It was time for investors and traders to bet on banks, airlines and commodities, not on Big Tech.\nInflation concerns took center stage, as the global economies began to reopen. As a result, the 10-year treasury yield skyrocketed from 1.0% to 1.6% during the same period that Apple shares headed sharply lower. Higher interest rates are bad news for growth and tech stocks.\n\nProbably not a coincidence, Apple share price climbed from the gutter (a 2021 low of $116, in this case) as soon as yields stabilized, starting around mid-March. By mid-April, Apple started to show signs that it could reach all-time highs any moment.\nIt is possible that the company’s “Spring Loaded” event, on April 20, also contributed to briefly improved investor sentiment. But shortly after the unveiling of the iPad Pro, new iMac with M1, Apple TV 4K, AirTag and purple iPhone 12, Apple shares head down 9% from the April high through May 12.\nOnly at that point did Apple find its way north again. June, for instance, was a fantastic month of returns for the stock. I believe that bullishness can be credited to the usual summer anticipation of the new iPhone model and holiday season sales.\nThis, coupled with (1) forward P/E multiples that dipped to the low 20s, (2) stable yields and (3) a dip in market volatility, led me to becoming much more bullish on Applefor the next few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156108277,"gmtCreate":1625199872099,"gmtModify":1633942606395,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"Good update ","listText":"Good update ","text":"Good update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156108277","repostId":"1161528901","repostType":4,"repost":{"id":"1161528901","kind":"news","pubTimestamp":1625187776,"share":"https://www.laohu8.com/m/news/1161528901?lang=&edition=full","pubTime":"2021-07-02 09:02","market":"us","language":"en","title":"Micron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out","url":"https://stock-news.laohu8.com/highlight/detail?id=1161528901","media":"CNBC","summary":"Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world econom","content":"<div>\n<p>Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.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>Micron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out</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\">\nMicron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 09:02 GMT+8 <a href=https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161528901","content_text":"Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are more diversified than ever. Automotive, electric vehicles requiring more memory and storage — actually becoming data centers on wheels in the future — and certainly smartphones, data centers, gaming, industrial applications\" are all contributing to increased need for chips, Mehrotra said on \"TechCheck.\" \"We really see a healthier and more robust demand environment than ever.\"\nMicron — which makes memory chips used for data storage, smartphones and a range of other computing devices — reported better-than-expected quarterly sales and profit on Wednesday. Its fourth-quarter revenue guidance also topped analyst projections.\nThe chipmaker forecast fourth-quarter revenue of $8.2 billion, plus or minus $200 million, while analysts on average were expecting $7.87 billion, according to IBES data from Refinitiv.\nIn its fiscal third quarter, Micron's revenue jumped 36% to $7.42 billion, when Wall Street had been looking for $7.24 billion, according to Refinitiv. Per-share earnings of $1.88, excluding items, beat forecasts of $1.72.\nThe pandemic has resulted in a \"digital transformation acceleration,\" Mehrotra said, and a pronounced shortage of semiconductors that's rippled across the global economy. On Wednesday, for example,Ford Motorannounced another round of production delaysstemming from the chip crunch.\nHowever, higher prices due to the supply squeezes and the Covid-era shift to remote work have helped Micron.\nGoing forward, Mehrotra expects further tailwinds for the company sparked by technological shifts in areas such as wireless networks. He said 5G technology, particularly in smartphones, artificial intelligence, intelligent edge and smart user devices, have been key sources for demand growth since they all require more data memory and storage.\nDespite the optimistic outlook, Mehrotra said the company is being \"extremely prudent\" in its approach to fabrication plants and capacity. \"We want to grow our supply in line with the long-term demand trends,\" the CEO said.\nBut at the moment, he said, Micron inventories are \"running very lean,\" with the company expecting industry shortages lasting through the end of this year and into 2022. \"The shortages, as they get alleviated, will continue to open up pent-up demand, as well,\" he said.\nShares of Micron closed down 5.7% on Thursday to $80.11 apiece. The stock is up more than 6% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156108684,"gmtCreate":1625199841448,"gmtModify":1633942606515,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"JD is trading at 2019 levels ","listText":"JD is trading at 2019 levels ","text":"JD is trading at 2019 levels","images":[{"img":"https://static.tigerbbs.com/c62b5b2f9a87729c7b7b824882d7e313","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156108684","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156109311,"gmtCreate":1625199625533,"gmtModify":1633942609975,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":" took some time to do it ","listText":" took some time to do it ","text":"took some time to do it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156109311","repostId":"2148873174","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156013627,"gmtCreate":1625185766469,"gmtModify":1633942809106,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156013627","repostId":"1133668606","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124757756,"gmtCreate":1624796976175,"gmtModify":1633948548689,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"🤘","listText":"🤘","text":"🤘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124757756","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":156584605,"gmtCreate":1625230658207,"gmtModify":1633942313822,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"It will go upto 162","listText":"It will go upto 162","text":"It will go upto 162","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/156584605","repostId":"1116521790","repostType":4,"repost":{"id":"1116521790","kind":"news","pubTimestamp":1625230146,"share":"https://www.laohu8.com/m/news/1116521790?lang=&edition=full","pubTime":"2021-07-02 20:49","market":"us","language":"en","title":"Apple Stock: A Tough First Half Of 2021 In Review","url":"https://stock-news.laohu8.com/highlight/detail?id=1116521790","media":"TheStreet","summary":"First half of 2021 was neither disastrous nor overly bullish for Apple stock. Today, the Apple Maven","content":"<p>First half of 2021 was neither disastrous nor overly bullish for Apple stock. Today, the Apple Maven tells the story of AAPL’s performance between January and June.</p>\n<p>The first half of 2021 is over. Investors who saw Apple stock skyrocket in the past two years must have felt a bit more uncomfortable this time. Shares of the Cupertino company managed to climb 3.5% from January to June 2021, but with quite a bit of volatility and pullbacks along the way.</p>\n<p>Today, the Apple Maven reviews AAPL’s journey through the first half of the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8532f812576196b6bc559e707688f5bf\" tg-width=\"1240\" tg-height=\"620\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in Singapore.</span></p>\n<p><b>Apple’s performance in the first half</b></p>\n<p>We start with a high level overview of Apple stock’s performance in the first half, along with some interesting metrics. See bullet points below:</p>\n<ul>\n <li>Absolute<i>annualized</i>return of <b>7%</b> (see chart below), which compares unfavorably to the S&P 500’s<i>annualized</i>33%, and Apple’s own 23% since the 1980s.</li>\n <li>Annualized volatility of <b>34%</b>, high (i.e. not good) compared to Apple’s 27% over the past decade, which even included the jittery pandemic year of 2020.</li>\n <li>Maximum drawdown of <b>19%</b>, as Apple barely escaped bear territory in March 2021.</li>\n <li>Best month of returns: June,<b>10%</b></li>\n <li>Worst month of returns: February,<b>-8%</b></li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0a38a341da46bf4c7eb4f96e9b9b4ba\" tg-width=\"1200\" tg-height=\"657\"><span>Figure 2: Annualized return -AAPL vs. S&P 500.</span></p>\n<p>The year started with bullish expectations for fiscal first quarter results. Ahead of the Janury 27 earnings day, Apple stock price climbed a whopping 12% in only one week to reach all time highs. Investors were likely excited about pent up demand for the iPhone 12, whose release in 2020 had been delayed.</p>\n<p>But that was as far as AAPL went all year. By March 8, less than six weeks after earnings, the stock was tiptoeing around bear-style correction territory – a pullback of at least 20% from the top.</p>\n<p>Nothing seemed particularly wrong with Apple itself, other than some speculation on Wall Street that demand for Apple’s products and services could falter with the end of the stay-at-home consumer trends. However, bearishness in Q1 can probably be best explained by the following:</p>\n<ul>\n <li>The cyclical rotation, which started roughly with the announcement of the first COVID-19 vaccines in November,picked up steam in February. It was time for investors and traders to bet on banks, airlines and commodities, not on Big Tech.</li>\n <li>Inflation concerns took center stage, as the global economies began to reopen. As a result, the 10-year treasury yield skyrocketed from 1.0% to 1.6% during the same period that Apple shares headed sharply lower. Higher interest rates are bad news for growth and tech stocks.</li>\n</ul>\n<p>Probably not a coincidence, Apple share price climbed from the gutter (a 2021 low of $116, in this case) as soon as yields stabilized, starting around mid-March. By mid-April, Apple started to show signs that it could reach all-time highs any moment.</p>\n<p>It is possible that the company’s “Spring Loaded” event, on April 20, also contributed to briefly improved investor sentiment. But shortly after the unveiling of the iPad Pro, new iMac with M1, Apple TV 4K, AirTag and purple iPhone 12, Apple shares head down 9% from the April high through May 12.</p>\n<p>Only at that point did Apple find its way north again. June, for instance, was a fantastic month of returns for the stock. I believe that bullishness can be credited to the usual summer anticipation of the new iPhone model and holiday season sales.</p>\n<p>This, coupled with (1) forward P/E multiples that dipped to the low 20s, (2) stable yields and (3) a dip in market volatility, led me to becoming much more bullish on Applefor the next few months.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: A Tough First Half Of 2021 In Review</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\">\nApple Stock: A Tough First Half Of 2021 In Review\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 20:49 GMT+8 <a href=https://www.thestreet.com/apple/stock/apple-stock-a-tough-first-half-of-2021-in-review><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First half of 2021 was neither disastrous nor overly bullish for Apple stock. Today, the Apple Maven tells the story of AAPL’s performance between January and June.\nThe first half of 2021 is over. ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-a-tough-first-half-of-2021-in-review\">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.thestreet.com/apple/stock/apple-stock-a-tough-first-half-of-2021-in-review","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116521790","content_text":"First half of 2021 was neither disastrous nor overly bullish for Apple stock. Today, the Apple Maven tells the story of AAPL’s performance between January and June.\nThe first half of 2021 is over. Investors who saw Apple stock skyrocket in the past two years must have felt a bit more uncomfortable this time. Shares of the Cupertino company managed to climb 3.5% from January to June 2021, but with quite a bit of volatility and pullbacks along the way.\nToday, the Apple Maven reviews AAPL’s journey through the first half of the year.\nFigure 1: Apple store in Singapore.\nApple’s performance in the first half\nWe start with a high level overview of Apple stock’s performance in the first half, along with some interesting metrics. See bullet points below:\n\nAbsoluteannualizedreturn of 7% (see chart below), which compares unfavorably to the S&P 500’sannualized33%, and Apple’s own 23% since the 1980s.\nAnnualized volatility of 34%, high (i.e. not good) compared to Apple’s 27% over the past decade, which even included the jittery pandemic year of 2020.\nMaximum drawdown of 19%, as Apple barely escaped bear territory in March 2021.\nBest month of returns: June,10%\nWorst month of returns: February,-8%\n\nFigure 2: Annualized return -AAPL vs. S&P 500.\nThe year started with bullish expectations for fiscal first quarter results. Ahead of the Janury 27 earnings day, Apple stock price climbed a whopping 12% in only one week to reach all time highs. Investors were likely excited about pent up demand for the iPhone 12, whose release in 2020 had been delayed.\nBut that was as far as AAPL went all year. By March 8, less than six weeks after earnings, the stock was tiptoeing around bear-style correction territory – a pullback of at least 20% from the top.\nNothing seemed particularly wrong with Apple itself, other than some speculation on Wall Street that demand for Apple’s products and services could falter with the end of the stay-at-home consumer trends. However, bearishness in Q1 can probably be best explained by the following:\n\nThe cyclical rotation, which started roughly with the announcement of the first COVID-19 vaccines in November,picked up steam in February. It was time for investors and traders to bet on banks, airlines and commodities, not on Big Tech.\nInflation concerns took center stage, as the global economies began to reopen. As a result, the 10-year treasury yield skyrocketed from 1.0% to 1.6% during the same period that Apple shares headed sharply lower. Higher interest rates are bad news for growth and tech stocks.\n\nProbably not a coincidence, Apple share price climbed from the gutter (a 2021 low of $116, in this case) as soon as yields stabilized, starting around mid-March. By mid-April, Apple started to show signs that it could reach all-time highs any moment.\nIt is possible that the company’s “Spring Loaded” event, on April 20, also contributed to briefly improved investor sentiment. But shortly after the unveiling of the iPad Pro, new iMac with M1, Apple TV 4K, AirTag and purple iPhone 12, Apple shares head down 9% from the April high through May 12.\nOnly at that point did Apple find its way north again. June, for instance, was a fantastic month of returns for the stock. I believe that bullishness can be credited to the usual summer anticipation of the new iPhone model and holiday season sales.\nThis, coupled with (1) forward P/E multiples that dipped to the low 20s, (2) stable yields and (3) a dip in market volatility, led me to becoming much more bullish on Applefor the next few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124757756,"gmtCreate":1624796976175,"gmtModify":1633948548689,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"🤘","listText":"🤘","text":"🤘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124757756","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156109311,"gmtCreate":1625199625533,"gmtModify":1633942609975,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":" took some time to do it ","listText":" took some time to do it ","text":"took some time to do it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156109311","repostId":"2148873174","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156013627,"gmtCreate":1625185766469,"gmtModify":1633942809106,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156013627","repostId":"1133668606","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156108277,"gmtCreate":1625199872099,"gmtModify":1633942606395,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"Good update ","listText":"Good update ","text":"Good update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156108277","repostId":"1161528901","repostType":4,"repost":{"id":"1161528901","kind":"news","pubTimestamp":1625187776,"share":"https://www.laohu8.com/m/news/1161528901?lang=&edition=full","pubTime":"2021-07-02 09:02","market":"us","language":"en","title":"Micron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out","url":"https://stock-news.laohu8.com/highlight/detail?id=1161528901","media":"CNBC","summary":"Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world econom","content":"<div>\n<p>Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.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\">\nMicron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 09:02 GMT+8 <a href=https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161528901","content_text":"Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are more diversified than ever. Automotive, electric vehicles requiring more memory and storage — actually becoming data centers on wheels in the future — and certainly smartphones, data centers, gaming, industrial applications\" are all contributing to increased need for chips, Mehrotra said on \"TechCheck.\" \"We really see a healthier and more robust demand environment than ever.\"\nMicron — which makes memory chips used for data storage, smartphones and a range of other computing devices — reported better-than-expected quarterly sales and profit on Wednesday. Its fourth-quarter revenue guidance also topped analyst projections.\nThe chipmaker forecast fourth-quarter revenue of $8.2 billion, plus or minus $200 million, while analysts on average were expecting $7.87 billion, according to IBES data from Refinitiv.\nIn its fiscal third quarter, Micron's revenue jumped 36% to $7.42 billion, when Wall Street had been looking for $7.24 billion, according to Refinitiv. Per-share earnings of $1.88, excluding items, beat forecasts of $1.72.\nThe pandemic has resulted in a \"digital transformation acceleration,\" Mehrotra said, and a pronounced shortage of semiconductors that's rippled across the global economy. On Wednesday, for example,Ford Motorannounced another round of production delaysstemming from the chip crunch.\nHowever, higher prices due to the supply squeezes and the Covid-era shift to remote work have helped Micron.\nGoing forward, Mehrotra expects further tailwinds for the company sparked by technological shifts in areas such as wireless networks. He said 5G technology, particularly in smartphones, artificial intelligence, intelligent edge and smart user devices, have been key sources for demand growth since they all require more data memory and storage.\nDespite the optimistic outlook, Mehrotra said the company is being \"extremely prudent\" in its approach to fabrication plants and capacity. \"We want to grow our supply in line with the long-term demand trends,\" the CEO said.\nBut at the moment, he said, Micron inventories are \"running very lean,\" with the company expecting industry shortages lasting through the end of this year and into 2022. \"The shortages, as they get alleviated, will continue to open up pent-up demand, as well,\" he said.\nShares of Micron closed down 5.7% on Thursday to $80.11 apiece. The stock is up more than 6% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156108684,"gmtCreate":1625199841448,"gmtModify":1633942606515,"author":{"id":"4087629398146830","authorId":"4087629398146830","name":"POR","avatar":"https://static.tigerbbs.com/f5546731c289c5cce57bc7cf77887995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087629398146830","authorIdStr":"4087629398146830"},"themes":[],"htmlText":"JD is trading at 2019 levels ","listText":"JD is trading at 2019 levels ","text":"JD is trading at 2019 levels","images":[{"img":"https://static.tigerbbs.com/c62b5b2f9a87729c7b7b824882d7e313","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156108684","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
